Q: I've held GOOGL for a while in my TFSA and it has performed well for me. I'm concerned about GOOGL being impacted by the FB data issue so I'm looking to sell and replace with something else in the tech sector. Something with good cash flow - maybe a MSFT or ADBE? My other tech holdings consist of full positions in AAPL, CSU, OTEX, and ACN. Any recommendations from the team? Thanks in advance!!
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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: I am thinking of replacing my full position in Alphabet with a position in Qualcomm. What is your opinion of such a change. Thank you for this great service.
Q: Would you recommend this company as a buy at this time? Is there a price level at which you would consider it a buy?
There is some speculation that Shopify will be adversely affected due to its business relations with Facebook and the troubles that they are having.
There is some speculation that Shopify will be adversely affected due to its business relations with Facebook and the troubles that they are having.
Q: Hi All at 5i! With the tech market taking a bit of a hit and the DPO of Spotify coming out on Tuesday, should I wait to buy some or get in right at the opening bell? I am waffling here because I have never bought IPOs before and have heard that they can start strong, only to lose value within a few day or weeks. Spotify is a DPO, a bit of a different beast. If it were you ( with your cloudy crystal ball handy) how would you handle this?Buy the first day ,wait a while or gradually trickle in? This is for a long term hold and not quick profit. Thank you for your help and have a great long weekend.!
Q: I am not understanding why NFLX would be caught up in the tech slide. It's more of a media than a tech stock, no? In any case, these large cap techs with high valuations seem to be suffering disproportionately. I am down considerably from the highs but still up nicely on both of these and am seriously considering getting out now. Do you think that would be a mistake?
Q: If you were me: fully weighted in technology, and had been watching SHOP for quite some time hoping for a pull back entry point, and having owned ENGH for several years, would you sell ENGH to buy SHOP, given that the pull back is "harsh" because of the short report, and that the valuation of ENGH is quite high (40X?). Or sell half and buy half? I am trying to get a sense of the opportunity to buy SHOP ... and not sure how short attacks work, in the short and long term. I know you have said that "shorts" don't give up easily or quickly.
Q: I am thinking about initiating a position in BB. My thinking is that it is kind of standing alone now in the sense that its business is neither dependent upon chip manufacturing nor on monetizing users data, nor on selling hardware. However it does need to perform. What are your thoughts on the most recent quarter and its prospects in general? Thank-you.
Q: Is Shopify dropping due to concerns with facebook, or is it due to the citron report. How low would you expect this business to drop.
Thanks
Thanks
Q: SQ is getting hit hard here along with the rest, but I don't actually see the objective association here. What I mean is I can see why GOOGL gets hit in relation to FB, but is there something specific in SQ that I am missing, or is it just sectoral? Thanks
Q: In your answer to Claudio's question about Nvidia you state that there is a major tech reversal going on right now. What does that mean?
Q: Can I please get your opinion of Pivot's recent results. Thanks!
Dave
Dave
Q: I was wondering if you have comments on the recent Citron report re: Shop. Any valid concerns in your view?
Q: Hello Peter/5I reserch
Now that Nvidia has suspended self driving cars , what will this mean to the stock price going forward.
Thanks
Now that Nvidia has suspended self driving cars , what will this mean to the stock price going forward.
Thanks
Q: Your analysis of Micron's results would be appreciated. Thanks.
Q: Hi 5iResearch Team,
Would you please recommend an US ETF that is focused on cloud computing if such an ETF indeed exists.
Cheers
Would you please recommend an US ETF that is focused on cloud computing if such an ETF indeed exists.
Cheers
Q: There were a lot of people calling into Jim Kramer (Mad Money) about this market drop - as it is difficult to understand him, he was saying don't average done (basically) wait until the market stabilizes, etc. and when the market does, good stocks (i.e. Fang stocks) would be one of the first to lead the market out of this. There was a rate hike and Trump seemed to be going after a trade war with the Chinese which Kramer seemed to be saying was the cause. Two weeks ago Larry Berman predicted there would be a 20% drop within the next 12 months. How do you see this and what are your recommendations? What is a good ETF for Fang stocks? Thank you Dennis
Q: With Spotify coming public through a DPO vs an IPO, can I get your thoughts on DPO’s vs. IPO's and how they have historically played out?
Thanks.
Thanks.
Q: Hello team,
Would you kindly give us an update on TDOC? Would you agree that it is an Amazon like company in the healthcare system? Or is that too lofty a description and it may not be able to ramp up its business the same as Amazon has? How is TDOC cash and debt positions now? Do you think that the stock is too expensive? Has the management been shareholder friendly? Are they selling more than buying? Would you think the company would have to dilute shares again to raise money soon? And finally do they have any competitive advantage and can grow organically or do they have to keep buying the competitors?
Would you be a buyer at the current price, after all is said?
Thank you for your great knowledge and assistance!
Would you kindly give us an update on TDOC? Would you agree that it is an Amazon like company in the healthcare system? Or is that too lofty a description and it may not be able to ramp up its business the same as Amazon has? How is TDOC cash and debt positions now? Do you think that the stock is too expensive? Has the management been shareholder friendly? Are they selling more than buying? Would you think the company would have to dilute shares again to raise money soon? And finally do they have any competitive advantage and can grow organically or do they have to keep buying the competitors?
Would you be a buyer at the current price, after all is said?
Thank you for your great knowledge and assistance!
Q: Mitel is going up and please express your thoughts on it going forward. THANKS
Q: How do you feel about the blackberry and Microsoft partnership, and what does this mean to blackberry? Would you recommend buying BB if one was to look at growth in a tfsa over the next 2-5 years?