Q: Hi 5i team, following a recent question on a drop of price without news, can we assume profit taking. If so, is it good time to add? thanks.
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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.
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NVIDIA Corporation (NVDA $184.38)
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Constellation Software Inc. (CSU $3,332.95)
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Kinaxis Inc. (KXS $176.58)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $218.95)
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Pinterest Inc. Class A (PINS $27.18)
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CrowdStrike Holdings Inc. (CRWD $514.33)
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Palantir Technologies Inc. (PLTR $180.62)
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Unity Software Inc. (U $48.92)
Q: Kxs has been drifting lower for the past few weeks. Comments?
Also, in response to today’s question from John asking you to rate TFSA stocks for a 5 year hold your answer didn’t include KXS as he requested. Could you revisit this response please.
Also, in response to today’s question from John asking you to rate TFSA stocks for a 5 year hold your answer didn’t include KXS as he requested. Could you revisit this response please.
Q: I'd like your opinion about DOCU. The stock peaked SEP 1, 2020 and since then the past 4 months+ have been lower -- repeatedly dipping below $200 USD in this volatile market. The previous four months (before SEP 1) resulted in a gain of 154% in stock price. My question: I'm up 63% on this stock. Should I sell and move on? Thing is, I like the product as a consumer, and have already been e-mailed several docs to sign using that app. Works great. Yet I wonder if it's going to become a pandemic orphan -- and might suffer the same fate that could beset ZOOM when this pandemic ends.
Q: Hello 5i team. LSPD is trading at a high TTM revenue multiple in the 60s whereas SQ is trading closer to 13x revenue. Can you please compare the two and talk through pros and cons for both. Why would you favour one over another if you do.
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Appian Corporation (APPN $42.94)
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BlackLine Inc. (BL $57.79)
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Zoom Communications Inc. (ZM $89.12)
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Datadog Inc. (DDOG $154.05)
Q: What are your thoughts on Appian, Blackline, Datadog, and Zoom from a balance sheet, growth potential and management? Could you rank in terms of growth potential in the next 5-10+ years? Thanks.
Q: how do you feel about SIGNAL - US AND TELEGRAM after whats app's new rules - which one do you prefer for a longer term investor aeend why - where does telegram trade and the symbol? thanks for the info - Karen
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Tesla Inc. (TSLA $437.94)
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GreenPower Motor Company Inc. (GPV)
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Plug Power Inc. (PLUG $2.17)
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NIO Inc. American depositary shares each representing one Class A (NIO $5.12)
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Li Auto Inc. (LI $17.92)
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Blink Charging Co. (BLNK $1.11)
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Lordstown Motors Corp. (RIDE)
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Fisker Inc. Class A (FSR)
Q: Thank you for the great service. I was wondering in the HOT space of EV's are there any standout companies either producing a vehicle you like as an investment or an infrastructure play for charging stations or battery production? I have listed some of the companies I have on a list but I own nothing in this space... Really wishing I had bought Tesla 10 years ago when first looking at it... As they say could of would of should Have. I try never to look back but sometimes it is tough LOL
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Amazon.com Inc. (AMZN $226.85)
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Alphabet Inc. (GOOG $312.93)
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Microsoft Corporation (MSFT $490.21)
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NVIDIA Corporation (NVDA $184.38)
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QUALCOMM Incorporated (QCOM $174.66)
Q: Hi, My respected 5i team
I bought these stocks back in March or April 2020 during the market correction, thanks for your recommendation!
Right now, the upward momentum of these high tech stocks are diminishing and their valuations seems high.
What is your opinion about the valuations here, are they over valued too much? I'm worried about the "tech bubble" happens again. Should I sell them now or under what condition you suggest that I should sell ?
I bought these stocks back in March or April 2020 during the market correction, thanks for your recommendation!
Right now, the upward momentum of these high tech stocks are diminishing and their valuations seems high.
What is your opinion about the valuations here, are they over valued too much? I'm worried about the "tech bubble" happens again. Should I sell them now or under what condition you suggest that I should sell ?
Q: Hi Team
Is PLUG still buyable here after a roaring start to the year? Thank you in advance.
Sam
Is PLUG still buyable here after a roaring start to the year? Thank you in advance.
Sam
Q: Hi,
If i have to buy two Tech companies to buy into my TFSA for growth which ones would you pick
If i have to buy two Tech companies to buy into my TFSA for growth which ones would you pick
Q: Hi, Happy New Year,
Could recommend your best Tech ETF
Could recommend your best Tech ETF
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Apple Inc. (AAPL $276.98)
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Kinaxis Inc. (KXS $176.58)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $218.95)
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Veeva Systems Inc. Class A (VEEV $237.97)
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DocuSign Inc. (DOCU $65.55)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.95)
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Unity Software Inc. (U $48.92)
Q: I have full positions on those above. I want to add one more tech company. I am trying to buy only one within the sector and at the same time diversify their business. For 3/5 years I am thinking crowd, pltr or possibly pins. What are your thoughts and a short opinion? Thank you for all the excellent service.
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Analog Devices Inc. (ADI $277.28)
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Broadcom Inc. (AVGO $398.85)
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Micron Technology Inc. (MU $244.27)
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NVIDIA Corporation (NVDA $184.38)
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QUALCOMM Incorporated (QCOM $174.66)
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NXP Semiconductors N.V. (NXPI $227.58)
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STMicroelectronics N.V. (STM $25.86)
Q: Looking to add semi-conductors into my portfolio, as there is a shortage of product and high demand in the Automotive and Electronics industries. Interested in your perspective on Analog Devices, NXP Semi-Conductors, STMicrelectronics and Micron Technologies, as they have all had a great run, but still have high Buy ratings. If you think these have had a great run, and has some risk, what alternatives would you recommend. Thanks
Q: I picked up a small lot of this in the sell off last year on a spec..
It seems to have come alive this year and having a nice move today. Nearly back to IPO price!
What do you think of it today? Worth buying more?
It seems to have come alive this year and having a nice move today. Nearly back to IPO price!
What do you think of it today? Worth buying more?
Q: Hi 5i,
In answer to Dan's question on 6 tech stocks this morning (Jan. 11) you rated DCBO second last as a candidate for a long term hold.
I also wonder about DCBO. I'm currently up 50% and I wonder if you think it still has runway - like you think about LSPD for example - or if you would conclude it may well be at or near the top of its ascent? Without a dividend I have no reason to continue holding DCBO if it's given me all or most of what it's got to give but, frankly, I don't know how to set a target price for a tech stock with either its metrics or its momentum.
I'm cognizant of your oft-given advice to guard against selling winners too soon (which I've done my share of and which I'm trying to avoid) but I also think there must be times when one has to conclude a stock has met its potential, or nearly so, and it's time to realize the profit and deploy the funds elsewhere. Could you advise what you think about DCBO in this regard?
Thanks for this, and for all the rest of your very helpful guidance that I benefit from.
Peter
In answer to Dan's question on 6 tech stocks this morning (Jan. 11) you rated DCBO second last as a candidate for a long term hold.
I also wonder about DCBO. I'm currently up 50% and I wonder if you think it still has runway - like you think about LSPD for example - or if you would conclude it may well be at or near the top of its ascent? Without a dividend I have no reason to continue holding DCBO if it's given me all or most of what it's got to give but, frankly, I don't know how to set a target price for a tech stock with either its metrics or its momentum.
I'm cognizant of your oft-given advice to guard against selling winners too soon (which I've done my share of and which I'm trying to avoid) but I also think there must be times when one has to conclude a stock has met its potential, or nearly so, and it's time to realize the profit and deploy the funds elsewhere. Could you advise what you think about DCBO in this regard?
Thanks for this, and for all the rest of your very helpful guidance that I benefit from.
Peter
Q: Can you comment on this company? Apparently, they are a lithium ion battery recycling company.
Q: RESN What do you know about this American Stock
Q: Thoughts on this company as an investment? When is the lockup period done?
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Amazon.com Inc. (AMZN $226.85)
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NVIDIA Corporation (NVDA $184.38)
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Pinterest Inc. Class A (PINS $27.18)
Q: Myself and my 21 yo daughter have been building a balanced portfolio following your recommendations. Thanks to your service this has been an incredible learning experience for her and profitable to boot! Right now we are trying to decide between PINS NVDA and AMZN to add to her TFSA (We are also adding TT at this time and are balanced across market sectors). Just wonder which you would prefer at this time for potential long long term growth.
Q: I did a lot of research on this recent IPO and liked what I saw. It's pulled back lately and I'm wondering if I blew it. What do you think?