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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 was very impressed with the speed at which Datadog developed new modules for the I/T Infrastructure management and was able to quickly grow sales of adjacent products into customers. Somehow, I built it into my top portfolio position (15%). I get the sense that the company has gone out of favour for a few reasons (growth rate, and margins I think). Should I have faith in my original thesis or should I sell at break-even? I suppose I could sell some, but I'm trying to keep a streamlined portfolio so I have fewer companies to keep on top of. Any thoughts and opinions on DDOG are most appreciated! Thanks.
Read Answer Asked by Marc on August 03, 2023
Q: I’ve been holding qualacom at a loss for 2 years or so and am now considering moving on after the earnings release tonight as I don’t want to ride it back to the lows. Is there a stock that is down after today’s big drop that you would suggest on a trade? I was considering either sedg or PAyc. Thank you!

Jason
Read Answer Asked by Jason on August 03, 2023
Q: One gets weary of the seemingly endless legal battles that JNJ continues to suffer. I have held on to shares assuming all sides would surely give in to battle-fatigue. My assumption looks wrong, especially after yet another defeat by JNJ on Friday July 28. Worth holding or move on? As always, your opinion backed by your own reasoning would be much appreciated. If you think best trim or sell, what dividend payer in health care would you favor today (US only).
Read Answer Asked by Adam on August 02, 2023
Q: ABBV is approx. 28% off it's high of last year. I am considering a change to one of LLY; ILMN; or ISRG. Do you concur with the change and if so which would you prefer.

Carl
Read Answer Asked by Carl on August 02, 2023
Q: Hi 5i Team - Could you suggest a few cyber security stocks, Canadian and U.S., including established companies that are profitable as well as two or three newer ones that show some promise but may or may not be profitable yet. Any market cap is fine. Thanks.
Read Answer Asked by Rob on August 02, 2023
Q: On or about July 22 Inmode and ISRG had quite a tumble. I added to ISRG and bought Inmode. They are not participating with this rally. They are still at the lows on the date recently mentioned. You know more about these 2 stocks than I do. Is there any reason no one seems to be interested in them? Thank you again,
Read Answer Asked by Dennis on August 01, 2023
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