Q: Could I please get your thoughts on these two US names and current valuation and if good entry points
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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, what are your thoughts about the company? They skyrocketed over the last week or so but it seems to me all speculations. I'd be curious to hear your thoughts and whether I should sell now or hold. Thank you!
Q: C3.AI (symbol AI) Would appreciate your opinion of this new ipo ? today ?
JOHN
JOHN
Q: bought at a higher price ... should I average down (sometimes not a good idea) but I am considering this option ... your thoughts
Q: Hi Peter
With recent Concentrix spin out, Synnex got hard hit. What's your opinion on this stock at this Level? Is it a buy? Any growth potential?
Can you suggest any alternate stock with same business model.
Thank you
With recent Concentrix spin out, Synnex got hard hit. What's your opinion on this stock at this Level? Is it a buy? Any growth potential?
Can you suggest any alternate stock with same business model.
Thank you
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Harvest Tech Achievers Growth & Income ETF (HTA $18.12)
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iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $359.43)
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TD Global Technology Leaders Index ETF (TEC $50.48)
Q: Hi 5i,
I am looking for the best options for gaining CAD-denominated exposure to the major companies in the chips/semis space. What might be the best ETF options and what would be their proportion of exposure to that sub-sector? If not ETFs, might there be a more effective way of obtaining the desired exposure while staying in CAD? I’ll mention that I already have positions in PHO and STC, although obviously they are not quite the order of companies I’d be targeting with this question. Thanks!
I am looking for the best options for gaining CAD-denominated exposure to the major companies in the chips/semis space. What might be the best ETF options and what would be their proportion of exposure to that sub-sector? If not ETFs, might there be a more effective way of obtaining the desired exposure while staying in CAD? I’ll mention that I already have positions in PHO and STC, although obviously they are not quite the order of companies I’d be targeting with this question. Thanks!
Q: Hello,
Lemonade seems to have an ability to scale very quickly, since their platform is fully online and uses AI for insurance claims. I am impressed with it an have started a small position. What are your thoughts? Thanks.
Regards,
Shyam
Lemonade seems to have an ability to scale very quickly, since their platform is fully online and uses AI for insurance claims. I am impressed with it an have started a small position. What are your thoughts? Thanks.
Regards,
Shyam
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Microsoft Corporation (MSFT $397.23)
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PayPal Holdings Inc. (PYPL $41.65)
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American Express Company (AXP $346.18)
Q: Good Morning
You have mentioned the interest in the IPO for AFFIRM will be high. Is there service being copied by others in the space( you have mentioned PYPL) and do they have any discernible advantage.
Thank you
You have mentioned the interest in the IPO for AFFIRM will be high. Is there service being copied by others in the space( you have mentioned PYPL) and do they have any discernible advantage.
Thank you
Q: What are your thoughts on this company? Do you see it as a buy?
Q: Had a great Q resulting in a huge jump.Please comment on the Q.Is this an entry point? Txs for u usual great services & views
Q: Hi Peter and team,
I am a new member and have been enjoying the question and answer section.
I would like you take on these two stocks and wether you prefer one to the other.
Thanks
Javad
I am a new member and have been enjoying the question and answer section.
I would like you take on these two stocks and wether you prefer one to the other.
Thanks
Javad
Q: Why has CGY dropped in price recently and what is your opinion of the company in general?
Q: As always, thank you for your great service. Would you be a buyer at these levels or would you wait for a pullback. Looking at 5 year hold on this company.
Thanks
Thanks
Q: Could you please comment on their results?
Thanks,
Milan
Thanks,
Milan
Q: I hold a full position in Evertz currently. The headwinds for this company are related to the shut down of the filming industry. Do you see any optimistic signs for this company in the upcoming report or is the 2nd quarter release going to be much like the first?
Q: If you could only buy 1 position, would it be TTD or U?
Alternatively, would your preference be to exit a position in Facebook and buy both of these as TTD and Facebook are both driven by online advertising?
Alternatively, would your preference be to exit a position in Facebook and buy both of these as TTD and Facebook are both driven by online advertising?
Q: Hi, I was wondering what's your opinion with the deal between Amazon and Blackberry? Do you think Blackberry IVY could become a essential in the auto industry? This new platform seem to be the missing part for traditionnal OEM to be able to compete with Tesla, and it would be high margins and recurrent sales for multiple year for BB. Maybe also possibilities to expend this business outside auto market ? Do you suggest a buy for a long term perspective?
Q: I was looking at the PLTR income statement... the TTM R&D is massive at $500M (which is great - build that moat), but the selling and admin expenses is $1.2B... that seems extremely high. Why is it so high and is that a worry? Or do you view that as a positive? Not really sure how to interpret those expenses in general.
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Microsoft Corporation (MSFT $397.23)
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NVIDIA Corporation (NVDA $189.82)
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Salesforce Inc. (CRM $185.16)
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Visa Inc. (V $320.95)
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JD.com Inc. (JD $27.41)
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JinkoSolar Holding Company Limited American Depositary Shares (each representing 4) (JKS $26.43)
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Fastly Inc. (FSLY $18.08)
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Unity Software Inc. (U $18.25)
Q: Good morning 5i,
I am wondering if you think it is still reasonable to be selling covered calls and puts on tech stocks? Are the work from home stocks going to be declining because of the announcement of vacine? If you thing that is still a profitable avenue what stocks might you suggest these days for this strategy. Thanks for your help and all the best on your new venture.
I am wondering if you think it is still reasonable to be selling covered calls and puts on tech stocks? Are the work from home stocks going to be declining because of the announcement of vacine? If you thing that is still a profitable avenue what stocks might you suggest these days for this strategy. Thanks for your help and all the best on your new venture.
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Alphabet Inc. (GOOG $314.90)
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Microsoft Corporation (MSFT $397.23)
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NVIDIA Corporation (NVDA $189.82)
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Unity Software Inc. (U $18.25)
Q: I already own shares in all of these companies but I'm thinking of selling my MSFT due to a decent % held in also owned ETFs but also that I don't think it has as much growth in the next 1-2 years relative to the others. Thus I'm thinking of selling my MFST and putting the $ equally into the other three.
Am I correct in thinking there is more potential growth in U, NVDA and GOOG than in MSFT?
Cam
Am I correct in thinking there is more potential growth in U, NVDA and GOOG than in MSFT?
Cam