Q: Our IT portfolio target is 15%, of which V and GIB account for 8% and MSFT and CSU for 3%. As for the balance, willing to accept more volatility. Themes I am interested in include digital currency [PYPL?], e-commerce [LSPD?], and security/ cloud [ OKTA?] or any other names you prefer. Thx
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Latest thoughts on TDOC?
Q: Google is trading close to January 2018 levels. Amazon is above March 2018 values but not dramatically. How much better are these companies then 20 and 17 months ago respectively on key metrics?
Are they as good a bet as you are going to get to beat the S&P 500 over the next 5 to 10 years? (I know a lot can happen over that time frame, but that is the same with every company)
Are they as good a bet as you are going to get to beat the S&P 500 over the next 5 to 10 years? (I know a lot can happen over that time frame, but that is the same with every company)
Q: I own FDX in my TFSA and am under water. What is your recommendation? Hold it. Sell at a loss? If I did sell it what would be a better alternative and that would allow me to make up my loss?
Thanks
Thanks
Q: DDOG was recommended on BNN recently.
May I have your opinion. Thank you.
May I have your opinion. Thank you.
Q: Have you looked at Liberty Defense Holdings (SCAN)? It is only $30mln market cap and beta testing an interesting security technology. While highly speculative I would assume, is it worth deploying some "speculative" money to?
Thanks.
Thanks.
Q: Another AI cloud based company with momentum today. A relatively new IPO that soared but is now back down to earth. CEO just bought 11 million shares. Have you heard of this company and do you have any words of wisdom.
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Block Inc. Class A (SQ)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: What is going on with LSPD. It seems to be dropping and CFRA has a Strong Sell on it. Also what do you think about SQ and SHOP for an investment in a TFSA?
Q: TTD has been falling from August from its high of 290 to 183 today. It drops more than other technology stock. You have recommended this stock. What is your opinion of it now. Will it recover and how long will it take? Thanks
Cindy
Cindy
Q: Any idea on what's causing pat's nosedive the last few days?Can't find any news.
Q: I understand that Micron was the victim of intellectual theft by China. Is this having a negative affect on the company? Thanks.
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Lspd,kxs,gsy all long time holdings
Gsy hit a 52 week high last week and finally seems to be getting the recognition it deserves
Kxs keeps winning new contracts
Lspd keeps getting hammered
My question is what is going on with lspd, i get it is expensive but so is kinaxis and shop
With 190 million in cash, over 50,000 customers where do you feel support is on lspd, and shop down from 545 to 405 in 5 weeks, i want to step in on both but need some guidance. Dave
Gsy hit a 52 week high last week and finally seems to be getting the recognition it deserves
Kxs keeps winning new contracts
Lspd keeps getting hammered
My question is what is going on with lspd, i get it is expensive but so is kinaxis and shop
With 190 million in cash, over 50,000 customers where do you feel support is on lspd, and shop down from 545 to 405 in 5 weeks, i want to step in on both but need some guidance. Dave
Q: Could you kindly provide an analysis on Varonis Systems (VRNS on Nasdaq) - what is their growth prospect, position within their sector, level of indebtedness, are they investible, what are the risk factors - give me what you can on this one including any recommendations regarding who should or shouldn't invest in VRNS - thanks for your help as always - Ken
Q: My ears perk up whenever you guys like a US growth stock, recent question about hypothetical growth portfolio included AYX, GH, ISRG, MMS, TER.
I am aware of your prior answers and why you like AYX, GH and ISRG and own 2 of the 3 for some nice gains.
So seeing MMS and TER I am wondering if you could give a quick reason as to why you chose those companies as I am not familiar and cannot see any prior questions on them. Thank you!
I am aware of your prior answers and why you like AYX, GH and ISRG and own 2 of the 3 for some nice gains.
So seeing MMS and TER I am wondering if you could give a quick reason as to why you chose those companies as I am not familiar and cannot see any prior questions on them. Thank you!
Q: ITC announced a $500,000 sale a couple of days ago and the stock has responded quite positively, more than I would have expected. Is the sale significant? Could you provide views on the situation and how ITC might perform going forward.
Q: A recent answer has you preferring SQ over LSPD for a 3-5 year time frame.Does LSPD not have more growth prospects than SQ?
Q: I am thinking to add either SQ or LSPD for a 3-5 years holding in my TFSA account. Which one would you recommend? SQ is quite "expensive". Does LSPD still consider "expensive" with their recent drop in share price?
Thanks.
Thanks.
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hi 5i team, just read a news article on CNN. Which one has the most growth in the future?
Q: I have done quite well holding momentum/growth stocks in the Nasdaq. However, the recent sector rotation into value stocks has hurt my portfolio quite seriously, while the overall Nasdaq was up. To avoid sectoral risk, would I be wise to invest part of my portfolio in general index funds, such as the Nasdaq ZQQ?
Thank you,
Walter
Thank you,
Walter
Q: Hi Team,
Just wondering what you thought of BB's earnings ? Do you think the market reaction is overdone? I'm long the stock.
Thanks
Just wondering what you thought of BB's earnings ? Do you think the market reaction is overdone? I'm long the stock.
Thanks