Q: What do you think of Tucows after the recent blowout? Amazing ROE on the 5 and 10 yr.
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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: Hi 5I,
Your opinion of these 3 companies please. I believe Splunk reports later this week and I am thinking of jumping in. Your thoughts on all three, which would be your preference to buy ?
Many thanks,
Jen
Your opinion of these 3 companies please. I believe Splunk reports later this week and I am thinking of jumping in. Your thoughts on all three, which would be your preference to buy ?
Many thanks,
Jen
Q: You have 10K US to invest. Which two US stocks would you invest in today? and why? (~10 yr period).....The trade war in the US is making stocks unstable, in my mind this is temporary until they get things figured out...Do you see US stocks continuing to fall over this trade issue or level out as everyone figures out the sky is not falling? I know this will be just a speculation but I like your take on world events! Thanks Guys I appreciate everything you do daily!!!
Q: Tucows is continuing to fall quite dramatically. Other than the poor earnings result a couple of weeks ago, is there any reason for this ongoing drop? Thanks!
Q: Trump has put Huawei on the restricted list. What stock(s) in the portfolios will be negatively impacted?(Pho?) Txs for u usual great services & views
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Atlassian Corporation (TEAM)
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Veeva Systems Inc. Class A (VEEV)
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The Trade Desk Inc. (TTD)
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Rapid7 Inc. (RPD)
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Alteryx Inc. Class A (AYX)
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Tinkerine Studios Ltd. (TTD)
Q: Please comment on the impact of recent US China tariff & Huawei development on these stocks. Which will suffer long term adverse effect ? Most come down a lot on May 20. Thanks a lot.
Q: I bought qcom just after the settlement. @80.
How badly affected will it be with the huawai
Affair. Would u buy on this dip or perhaps consider selling. I am not sure how badly the revenue and earnings will be affected. Do u think this will disappear if trump & China come to an agreement or is 5G and the players going to be ongoing even with tariff wars stop..thank u for your insight.
How badly affected will it be with the huawai
Affair. Would u buy on this dip or perhaps consider selling. I am not sure how badly the revenue and earnings will be affected. Do u think this will disappear if trump & China come to an agreement or is 5G and the players going to be ongoing even with tariff wars stop..thank u for your insight.
Q: Hello team,
Would you please compare and contrast these two SAAS companies. I appreciate it if you can comment on their moat and and market as well as competition, quality of business, current valuation, momentum, and financial strength.
I know you like them both, but I have money only for one and I am wondering which one has more torque and a brighter future, for it is current growth is going to only accelerate further.
Thank you very much indeed for being the referee here.
Would you please compare and contrast these two SAAS companies. I appreciate it if you can comment on their moat and and market as well as competition, quality of business, current valuation, momentum, and financial strength.
I know you like them both, but I have money only for one and I am wondering which one has more torque and a brighter future, for it is current growth is going to only accelerate further.
Thank you very much indeed for being the referee here.
Q: What is the reason for the big drop in Keysight Monday. US and China dispute or something else?
Q: Your answer Byl is not need to own stock, would you please recommend one in Canada and one in US for 5g exposure that will have good growth potential, thanks
Q: Would you endorse to buy Byl at current dip? Thanks
Q: Hi team,
It’s been a while since a question on PYPL. I have held SQ for a long time, but I am starting to warm up to PYPL’s outlook. I have read a number of positive comments on PYPL’s Venmo app, that competes directly with SQ’s payment app. Venmo seems to be growing nicely and closing the gap behind SQ in monthly transactions in a very competitive payments space. PYPL seems to have better momentum as well. SQ has always been one of your favourites and mine as well but to me PYPL looks attractive here. I am thinking about shifting some SQ funds to PYPL. It would help tone down my beta as well. What is your outlook these days for PYPL in comparison to SQ?
Thanks again.
Dave
It’s been a while since a question on PYPL. I have held SQ for a long time, but I am starting to warm up to PYPL’s outlook. I have read a number of positive comments on PYPL’s Venmo app, that competes directly with SQ’s payment app. Venmo seems to be growing nicely and closing the gap behind SQ in monthly transactions in a very competitive payments space. PYPL seems to have better momentum as well. SQ has always been one of your favourites and mine as well but to me PYPL looks attractive here. I am thinking about shifting some SQ funds to PYPL. It would help tone down my beta as well. What is your outlook these days for PYPL in comparison to SQ?
Thanks again.
Dave
Q: Hi team,
I have held NVDA for a while and getting a bit inpatient . the chart does not look good. Has it lost momentum? Do you till like it?
Thanks!
I have held NVDA for a while and getting a bit inpatient . the chart does not look good. Has it lost momentum? Do you till like it?
Thanks!
Q: Good Afternoon
I am looking to start a position in LSPD. I know you don’t like timing purchases but because this is a new IPO would you wait until they have reported their first results in May, hold off until the shares become unlocked in September or just wade in now.
Thank you
I am looking to start a position in LSPD. I know you don’t like timing purchases but because this is a new IPO would you wait until they have reported their first results in May, hold off until the shares become unlocked in September or just wade in now.
Thank you
Q: What do you think of Palo Alto at this price? It’s come off a high and it’s reporting on May 29th. I’m considering it for perhaps a short term buy. I’ve learned the hard way that growth stocks get killed for even guiding lower so I’m not anxious to hold it over the day they report. Thanks.
Q: I'm a little late to the party on SHOP as it has already had quite the run-up. On a go forward basis would you still recommend initiating a position at these levels? I can buy US or CAD is there a difference which to buy?
Q: Did Amat’s quarterly earnings have any reference to increased memory demand?
Q: Your thoughts on this stock ? Is this an alternate way to play semis?
Thanks
Mark
Thanks
Mark
Q: What to do with LITE? Have small position. How much of a blow is news and downturn today? Is it overdone and eligible for a rebound?
Q: Hi there,
Many things seem to be working against Micron. Would you advise selling now until Trump and his games play out or do you think most of that uncertainty is accounted for. Down about 10%
Many things seem to be working against Micron. Would you advise selling now until Trump and his games play out or do you think most of that uncertainty is accounted for. Down about 10%