Q: thoughts on quarter
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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: Big jump on the PepsiCo announcement. It was still rebounding well before that despite how expensive the stock is and the state of the rest of the market. Would you please share your thoughts / opinion on what the potential thesis of a buyer vs. what the potential thesis of a seller of this stock might be at this time?
Thank you.
Thank you.
Q: Any thoughts on J's recent movement downwards, and if your opinions of the company are inline with the positive analyst recommendations in their profile? Thanks!
Q: Hi,
Are SPY and QQQ subsets of VT? If so, would it suffice to just invest in VT as a more diverse index fund for a long term hold? Thanks.
Are SPY and QQQ subsets of VT? If so, would it suffice to just invest in VT as a more diverse index fund for a long term hold? Thanks.
Q: Any reason for the big bounce back in ROKU since its big earnings drop last week? Are shorts covering? Or is there some news? Or are people realizing it might be oversold at this point?
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Meta Platforms Inc. (META)
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Roku Inc. (ROKU)
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Enthusiast Gaming Holdings Inc. (EGLX)
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Digital Turbine Inc. (APPS)
Q: Hello Peter,
In light of the quarterly performance of Meta and Roku, what is your short to medium term outlook for the 3 companies mentioned above? Will they still be candidates for overperforming in a recovery bounce when the market is done with the downward trend.?
Regards
Rajiv
In light of the quarterly performance of Meta and Roku, what is your short to medium term outlook for the 3 companies mentioned above? Will they still be candidates for overperforming in a recovery bounce when the market is done with the downward trend.?
Regards
Rajiv
Q: Currently at a slight loss in UCTT. It’s a long term position. Would you continue to hold or replace with another stock preferably in chip/tech sector? Thanks for the valued advice.
Q: hello 5i:
came across this company when researching Industrials. Looks interesting. Can you shed some light with a brief analysis? Couldn't find any questions on it.
thanks
Paul L
came across this company when researching Industrials. Looks interesting. Can you shed some light with a brief analysis? Couldn't find any questions on it.
thanks
Paul L
Q: Thinking of adding some BRK.B to increase my US holdings which are mostly currently growth positions. What are your thoughts or possibly suggest something better. thanks again.
Q: Hello - I have sold Telodoc for a large tax loss. Would like to recover some of my loss. Do you think this is a good company to have? What are your thoughts on management?
Thanks so much.
Thanks so much.
Q: Whats your read on their earnings?
Q: Hi group what's the best way to play the chip manufacturing industry (in the US) after yesterday announcement by the US govt to pour money at the lack of chips being produced in the US Also thinking to starting a position in QQQ what's your thoughts nibble or dive in
Q: If i wanted to purchase only one of these, which would be you preference?
Q: Your opinion please on the long term outlook for ABBV in light of the company setting aside $2 bln to settle U.S. opioid issue. Is now a buying opportunity or a deeper concern going forward ?
Q: Morning Team,
Please comment on the significant pull back 2/3 weeks in share price of ELV (formerly Anthem Inc). Also how do you see this company as a 2-3 years hold going forward.
Cheers,
H
Please comment on the significant pull back 2/3 weeks in share price of ELV (formerly Anthem Inc). Also how do you see this company as a 2-3 years hold going forward.
Cheers,
H
Q: ROKU is taking a beating on the quarterly results. What do you think about it on 5-10 year term basis?
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Apple Inc. (AAPL)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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QUALCOMM Incorporated (QCOM)
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Atlassian Corporation (TEAM)
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Crocs Inc. (CROX)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Unity Software Inc. (U)
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Matterport Inc. (MTTR)
Q: We hold the following in a registered US$ 'growth' account . The list shows % each represents of our total US/CAN portfolio and current Gain/Loss position.
1. Anything in this list that you would toss out ?
2. With QCOM nearing 5% of portfolio and 100% gain, am thinking of reducing back to 2.5 and redeploying. Your thoughts on what to add to with proceeds – if anything ?
MTTR 0.2% -82%
CROX 0.4% -9%
META 0.4% - 25%
BKNG 1.0% -10%
APPS 1.2% -72%
U 1.2% -68%
TEAM 2.3% +22%
CRWD 3.0% -13%
MSFT 3.0% +85%
NVDA 3.7% +38%
QCOM 4.8% +92%
1. Anything in this list that you would toss out ?
2. With QCOM nearing 5% of portfolio and 100% gain, am thinking of reducing back to 2.5 and redeploying. Your thoughts on what to add to with proceeds – if anything ?
MTTR 0.2% -82%
CROX 0.4% -9%
META 0.4% - 25%
BKNG 1.0% -10%
APPS 1.2% -72%
U 1.2% -68%
TEAM 2.3% +22%
CRWD 3.0% -13%
MSFT 3.0% +85%
NVDA 3.7% +38%
QCOM 4.8% +92%
Q: Thoughts on latest financial results please. Is it too late to enter or at what price is a decent entry point for a long term hold?
Q: Hi team! I have held those 2 for over 2 years. Down over 70+ % . I am thinking to sell and buy alphabet for 2 to 5 years. Your thoughts and some conservative predictions if you were in my situation? Thanks !
Q: I understand this company is involved in ev charging facilities and ask if this would be a good position in terms of participating in the growing ev space. Also your general info and info on the strength and financial stability
Cheers, Doug
Cheers, Doug