Q: Do you think Veev is a buy or sell at this point? I have a small profit and don’t know whether to take it or hold on and risk losing it on a pull back. I can’t decide whether to sell it or buy more. 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.
Q: ARKG :ARK Genomic Revolution ETF ... I have done very well and continue to do well with this etf which invests in leading edge companies in applied biotechnology . Oddly, you haven’t ever commented on this etf and I can’t even enter it in my analytics package .
Q: Would you recommend this US company?
Q: Would you take a short term trade position on XPO with the "gambling" portion of your account? If not, do you have a better idea? I own NVDA and MU already, MU is a shorter term idea, NVDA will have to be trimmed soon due to size in my portfolio, but plan to keep a full weight for years.
Q: Hi team,
Can I get your thoughts on Workiva (WK)?
(I did a search prior to submitting but could not find any questions asked on this company).
From your Companies page, most of their Profitability Ratios are negative, they have a 3 year/5 year growth of 16% and 18% resp. Their ROE is 385%... which got my attention.
How do they stack up to their peers in the same industry (cloud computing)?
Assuming a well diversified portfolio, would this be a good initial buy at a 1/2 position?
Their 3 month, 52 weeks and YTD has had impressive % gains so it seems like momentum is on their side here.
From their last reporting period, forward guidance seemed quite positive.
Cheers,
Steve
Can I get your thoughts on Workiva (WK)?
(I did a search prior to submitting but could not find any questions asked on this company).
From your Companies page, most of their Profitability Ratios are negative, they have a 3 year/5 year growth of 16% and 18% resp. Their ROE is 385%... which got my attention.
How do they stack up to their peers in the same industry (cloud computing)?
Assuming a well diversified portfolio, would this be a good initial buy at a 1/2 position?
Their 3 month, 52 weeks and YTD has had impressive % gains so it seems like momentum is on their side here.
From their last reporting period, forward guidance seemed quite positive.
Cheers,
Steve
Q: Sold shop at 240 awhile back. It has made a big gain. Should I buy in or should I wait for a fall back.
T steve
T steve
Q: What is your opinion on this fund? With their high MER, do you suggest another fund or ETF with comparable or better,
Thanks
Thanks
Q: Can I please get your comments on NameSilo Technologies Corp. (CSE: URL). Could this be another Tucows in the making?
Thanks
Thanks
Q: Good day,
Using your new portfolio tracking, I realized that the tech sector occupies too much space in my portfolio. I proceeded to some reductions, but I am still at 32% of my total portfolio, way above your recommendation of 11%.
My present tech holdings are as follows: SQ 2.71%, RPD 1.82%, AAPL 2.64%, PHO 0.93%, GOOG 2.89%, NVDA 2.52%, XLNX 2.48%, AYX 1.36%, KXS 2.27%, TEAM 2.68%, VGT 3.%, XSW 1.36%, IGV 2.29%
In your view, which holding could be reduced or eliminated (or even added) for a more solid tech sector, geared to growth, with reasonable volatility, avoiding unhelpful overlaps ?
Thank you in advance for your assistance,
Jacques
Using your new portfolio tracking, I realized that the tech sector occupies too much space in my portfolio. I proceeded to some reductions, but I am still at 32% of my total portfolio, way above your recommendation of 11%.
My present tech holdings are as follows: SQ 2.71%, RPD 1.82%, AAPL 2.64%, PHO 0.93%, GOOG 2.89%, NVDA 2.52%, XLNX 2.48%, AYX 1.36%, KXS 2.27%, TEAM 2.68%, VGT 3.%, XSW 1.36%, IGV 2.29%
In your view, which holding could be reduced or eliminated (or even added) for a more solid tech sector, geared to growth, with reasonable volatility, avoiding unhelpful overlaps ?
Thank you in advance for your assistance,
Jacques
Q: Hello,
Can a case be made for starting a small position on TTD or adding to a existing small position on RPD at current prices? Thanks.
Shyam
Can a case be made for starting a small position on TTD or adding to a existing small position on RPD at current prices? Thanks.
Shyam
Q: Hi Peter, looking into buying in on cldr. How would you rate this co on safety and is it cheap and would you buy at this point. Thanks. Alnoor
Q: Do you think of Engh is a good entry point at current price ? Thanks always
Q: May I please have an update on FARO Technologies?
With appreciation.
Ed
With appreciation.
Ed
Q: Will a Crypto Currency mining ban in China be an impact on NVDA ? Does it make sense to own both NVDA and MU ?
Q: Maestros of 5i - do you think Apple keeps on with its relentless climb back to $230 by the end of the year - still just a 16 PE - secondly is there a US tech stock that you believe has less downside risk than Apple while still having some growth to go with that (Cisco, Intel, or Microsoft perhaps or another you'd suggest) - thirdly if you were making one buy recommendation today with those criteria (safest US tech play with growth prospects) what's your call - Appreciate your insights - Ken
Q: Recently you recommended MU and I must decide between MU and NVDA which is a better choice at this point ??
Q: Consider the following ETF portfolio and associated weightings:
ZSP 20%, ZWH 5%, ZDV, 5%, SDIV 5%, BOTZ 5%, XT 5%, DGRC 20%, ZRE 5%, ZDH 5%, VEE 5%, VAB 10%, XSB 10%, TCSB 5%
The question has to do with SDIV. Given poor performance of SDIV, I am contemplating switching SDIV to PSI (Invesco Dynamic Semiconductors ETF); would 5i support this move? Or would you rather I add to one of my existing ETF positions, or can you recommend another ETF altogether?
Thank you.
ZSP 20%, ZWH 5%, ZDV, 5%, SDIV 5%, BOTZ 5%, XT 5%, DGRC 20%, ZRE 5%, ZDH 5%, VEE 5%, VAB 10%, XSB 10%, TCSB 5%
The question has to do with SDIV. Given poor performance of SDIV, I am contemplating switching SDIV to PSI (Invesco Dynamic Semiconductors ETF); would 5i support this move? Or would you rather I add to one of my existing ETF positions, or can you recommend another ETF altogether?
Thank you.
Q: In their recent press release shorting SHOP, Citron says they will donate $200k to the Robin Hood Foundation if the stock is higher one year from today. (Google search says there is a charitable Robin Hood Foundation)
Although the Citron downgrade of SHOP is not new the placing of a bet on the outcome is new - at least to me. Assuming it is legal, have you ever seen this done before? Does Citron actually pay the money if they are wrong? Is this a material amount to Citron or just the cost of doing business to them? If this is for real, should I diarize March 2020 to note that another short attack on SHOP will be forthcoming if Citron is indeed wrong and need to cover their butts?
Appreciate yoru insight.
Paul F.
Although the Citron downgrade of SHOP is not new the placing of a bet on the outcome is new - at least to me. Assuming it is legal, have you ever seen this done before? Does Citron actually pay the money if they are wrong? Is this a material amount to Citron or just the cost of doing business to them? If this is for real, should I diarize March 2020 to note that another short attack on SHOP will be forthcoming if Citron is indeed wrong and need to cover their butts?
Appreciate yoru insight.
Paul F.
Q: Re Micron from RBC, " Though the industry is experiencing positive sales growth as a whole, MU has been unable to grow sales and is losing market share. This trend continues from the previous year when sales growth at MU and the Semiconductors industry were -20.62% and 3.53%, respectively. Also, " Joint venture partner Intel will be ending its partnership with Micron, which creates another competitor for Micron to deal with." Thoughts on the market share statement and any idea how big of an impact the ending of Intel relationship will be?
Q: Any reason for the big drop in TEAM today