Q: Nvidia has had a nice run in 2023, but price targets are all over the map $175-350. What are your thoughts on buy/sell/hold NVDA (if a full 5% position in one's portfolio)? Does the AI opportunity justify the valuation?
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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.
- ATS Corporation (ATS)
- Cognex Corporation (CGNX)
- iRobot Corporation (IRBT)
- Pegasystems Inc. (PEGA)
- Dynatrace Inc. (DT)
Q: which small and midcap robotic companies stand out for future growth
Tx Dick
Tx Dick
Q: Hi (again) 5i,
Thanks for your answer to my question on CTS earlier today, which I appreciate. Just some quick follow up: You write that CTS is likely worth holding "at least until completion of the review". If a sale of CTS - which would be very public information - is not negotiated, when would it be known that the review has been completed? Would that be required disclosure in the first quarterly report after the review terminated, or is that something management can keep under its hat for as long as it sees fit?
Thanks (again)!
Peter
Thanks for your answer to my question on CTS earlier today, which I appreciate. Just some quick follow up: You write that CTS is likely worth holding "at least until completion of the review". If a sale of CTS - which would be very public information - is not negotiated, when would it be known that the review has been completed? Would that be required disclosure in the first quarterly report after the review terminated, or is that something management can keep under its hat for as long as it sees fit?
Thanks (again)!
Peter
Q: Hi Team,
Can I have your comments on VEEVA Systems recent earnings? The street seems to be giving it some love finally. Also, what your current thoughts are on the company, future prospects and if it is a good one to keep holding long term for a play on healthcare and digitization of. Thanks
Shane.
Can I have your comments on VEEVA Systems recent earnings? The street seems to be giving it some love finally. Also, what your current thoughts are on the company, future prospects and if it is a good one to keep holding long term for a play on healthcare and digitization of. Thanks
Shane.
Q: Hi 5i,
CTS in my TFSA has been a bit of ride. In mid 2021 I was way up but held on the premise that selling winners leaves only losers, and there weren't dark clouds on the horizon - at least not that I saw. Now I'm way down. It's been a big swing.
I was pleased to hear the rumblings about a possible sale of CTS, as I'm sure many others may have been, but that unrewarded optimism has now made me, and others too perhaps, feel disappointed and even manipulated - definitely not good investor sentiment.
I glean from your recent answers to questions involving CTS that you think it's worth holding and I'm willing to do that, although the opportunity cost of having that money tied up waiting for a CTS rebound frustrates me.
So my question is simply, what is there about the future prospects of CTS that makes it a hold right now, and if there isn't a real positive response to the upcoming earnings announcement would it be time to sell, or is that too short term a view?
Thanks,
Peter
CTS in my TFSA has been a bit of ride. In mid 2021 I was way up but held on the premise that selling winners leaves only losers, and there weren't dark clouds on the horizon - at least not that I saw. Now I'm way down. It's been a big swing.
I was pleased to hear the rumblings about a possible sale of CTS, as I'm sure many others may have been, but that unrewarded optimism has now made me, and others too perhaps, feel disappointed and even manipulated - definitely not good investor sentiment.
I glean from your recent answers to questions involving CTS that you think it's worth holding and I'm willing to do that, although the opportunity cost of having that money tied up waiting for a CTS rebound frustrates me.
So my question is simply, what is there about the future prospects of CTS that makes it a hold right now, and if there isn't a real positive response to the upcoming earnings announcement would it be time to sell, or is that too short term a view?
Thanks,
Peter
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Lundin Mining Corporation (LUN)
- Capstone Copper Corp. (CS)
- ROBO Global Robotics and Automation Index ETF (ROBO)
- GLOBAL X FDS (BOTZ)
- ARK Autonomous Technology & Robotics ETF (ARKQ)
Q: What are your preferences for copper producers?
Is there an ETF that specialises in AI?
Is there an ETF that specialises in AI?
- Amazon.com Inc. (AMZN)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
Q: I own SHOP, AMZN and BABA and might be a bit overweight in the online shopping space. I am thinking it might be wise to dump one of the three. SHOP is the smallest weighting of the three thanks to it's spectacular decline from where I purchased. All are in regestered accounts so no tax considerations. How would you rank these three against each other today and if you were going to drop one which one would it be?
Q: PLEASE COMMENT ON SNOWFLAKE'S LATEST RESULTS AND IS NOW A GOOD TIME TO BUY IT
Q: Recieved a notice to vote against the takeover. Several reasons were given but not sure how to validate them to make a proper vote. Would you know any further information why a select number of insiders appear to have made a different deal.
Q: For TFSA, I'm thinking of TOI or ENGH. What would you recommend? or any other suggestion? thanks, Fooklin
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- Kinaxis Inc. (KXS)
- Nuvei Corporation (NVEI)
Q: Besides csu what are the top canadian tech names with a good valuatin, good revenue, low debt and good growth potential
Q: Thoughts on recent results? Wondering whether to add to existing small position, or not. Thanks
Q: Hi team ,
Sq share price continues to struggle in this environment. With a long term horizon is it still worth holding on to this name for better days in tech stock performance? When I had first purchased it I envisioned great growth ahead with its pos and cashless payments systems. Is the story still in tact or are there better names to own at this point? Particularly inside of a tfsa?
Shane
Sq share price continues to struggle in this environment. With a long term horizon is it still worth holding on to this name for better days in tech stock performance? When I had first purchased it I envisioned great growth ahead with its pos and cashless payments systems. Is the story still in tact or are there better names to own at this point? Particularly inside of a tfsa?
Shane
Q: Please comments on Apps earnings. Thanks
- Autodesk Inc. (ADSK)
- Roku Inc. (ROKU)
- Okta Inc. (OKTA)
- DocuSign Inc. (DOCU)
- Zoom Video Communications Inc. (ZM)
- Datadog Inc. (DDOG)
Q: I have small positions in the above noted companies held in my TFSA. They are all underwater and so there is no tax advantage to selling these losers. I would like to sell some or all of them and either to one or more of them or move on to some small techs that have more prospects. Can you let me know which of these you would sell hold or add to. Thanks for your ongoing great advise.
Q: I understand CSU is focused in the US market; TOI in Europe; where does this leave the focus for LMN and would they be in competition with CSU and TOI? Thank you
Q: Comments please on the large drop today.
Is this sell, hold or buy?
Thanks in advance
Rick
Is this sell, hold or buy?
Thanks in advance
Rick
Q: thoughts on earnings...new news .thanks
Q: hey guys hope all is well i would like your opinion on this one and if you feel it is too expensive .It has i think a very unique niche and seems to have insider interest thanks as always
Q: Good morning. Could i have your views on this co.