Q: What are your thoughts on AMAT these days? Which do you prefer, AMAT, ASML or AVGO? please explain. Many 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: Good morning. I need to add one Non-Canadaian growth stock to my unregistered business portfolio. Can you please give me a a couple of ideas but not MSFT, AMZN or NVDA unless you feel they could be added to at this stage. Two or three ideas would be great. Thanks again.
Q: What is i5R thoughts on Evertz as a growth investment. Thanks … Cal
Q: Please comment on PATH's latest Q results and guide,Why did it drop 11.2% to $14.51 today on huge vol.of 35.4 m shares much greater than average of 7.04 m. C Wood bought 4.965m shares today. Buy,Hold or Sell. Txs for U usual great services & advices
Q: whats your call on smci. i have added to my position and moved my options strike up 6 different times. i think its going much higher.
i value your opinion dave
i value your opinion dave
- Amazon.com Inc. (AMZN)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Palo Alto Networks Inc. (PANW)
- Marvell Technology Inc. (MRVL)
- Pure Storage Inc. Class A (PSTG)
- Super Micro Computer Inc. (SMCI)
- ASML Holding N.V. (ASML)
Q: Hi team,
This is more of a second order question - so nvda is clearly doing very well, where could we look for benefit on the supplier side, ie. the inputs for what they need for the AI?
This is more of a second order question - so nvda is clearly doing very well, where could we look for benefit on the supplier side, ie. the inputs for what they need for the AI?
Q: Everyone, what is your concerns with the large cap technology sector today and for the next six months. Clayton
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Intuit Inc. (INTU)
- Visa Inc. (V)
Q: What would be your top 5 or 6 large cap growth opportunities at this time? U.S. or Canada
Thx
Thx
- Envestnet Inc (ENV)
- Guidewire Software Inc. (GWRE)
- Fair Isaac Corporation (FICO)
- Black Knight Inc. (BKI)
Q: hi folks:
can i have a summary of this company as to it's potential for a long term buy
good bad or indifferent?
and, also, who would be similar companies in the same biz
thanks
can i have a summary of this company as to it's potential for a long term buy
good bad or indifferent?
and, also, who would be similar companies in the same biz
thanks
Q: Couple weeks ago I asked about CYBR ETF. You thought I meant Cyberarc Software. Thought the ETF would be doing much better than what it is. Worth hanging onto?
Q: We have a well-diversified portfolio with 40+ securities (11 small/mid caps presently under 1% of portfolio). Is Nvidia a corporation YOU would let run up to 6-7% of your protfolio?
Thanks to your good advice we have many excellent stocks with the only clinkers due to my own buying exuberance or holding securities too long.
Thanks to your good advice we have many excellent stocks with the only clinkers due to my own buying exuberance or holding securities too long.
Q: Why are you advising members to do with APPS after the abysmal ER and 40% drop this morning. Anyone holding since better days are down 60 to 90% on the name. Thx
- Sylogist Ltd. (SYZ)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: I still own SYZ and have a 1.6% weight and would you see this as a buy if I wanted to increase my weight? If I choose to sell what tech stock would you replace this with?
Thanks
Thanks
Q: Hi, What do you think of NVDA earnings and stock move of 20%, in after hours ? Is it worth starting a new position at these levels or wait for a pullback?
Thank You
Thank You
Q: What is i5R thoughts on CSCO most recent quarter & your buy, hold or sell recommendation. Thanks … Cal
Q: your thoughts on INTU recent results
- NVIDIA Corporation (NVDA)
- Rockwell Automation Inc. (ROK)
- ATS Corporation (ATS)
- Zebra Technologies Corporation (ZBRA)
- PTC Inc. (PTC)
- ABB Ltd. (ABBNY)
- UiPath Inc. Class A (PATH)
Q: Good morning,
what would be your top picks with respect to the following:
1) robotics
2) robotics software
3) implementation consulting for automated manufacturing lines
Regards,
Terry
what would be your top picks with respect to the following:
1) robotics
2) robotics software
3) implementation consulting for automated manufacturing lines
Regards,
Terry
- Alphabet Inc. (GOOG)
- Atrium Mortgage Investment Corporation (AI)
- GLOBAL X FDS (BOTZ)
- Super Micro Computer Inc. (SMCI)
- Perion Network Ltd (PERI)
- iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
Q: I am interested in Ai which stock or ETF should I start with?
Q: Could you please comment on VEEV and ROKU, should I be concerned about holding on to these?
Q: Please give your assessment of this ETF - AIQ. It appears to hold stocks that have been driving the S&P500 higher this year so do you see any more upside? How much growth do you see for AI in the short and long term? For a growth theme would you put new money into this for 2-5 years? Thanks in advance and please deduct credits as you see fit.