Q: What is your outlook for KLA ? With a PE of 24 times in a growth sector would this be a strong buy or are there other companies you would prefer? Thanks for your analysis.
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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: ACMR could I have your take on this company? I believe it is the ground floor of chip supply and looks promising to me.
Dave
Dave
- Accenture plc Class A (Ireland) (ACN)
- Stryker Corporation (SYK)
- Blackstone Inc. (BX)
- Keysight Technologies Inc. (KEYS)
Q: Can I get the valuation on the four companies and your thoughts please
thank you
thank you
- CRISPR Therapeutics AG (CRSP)
- Alteryx Inc. Class A (AYX)
- Guardant Health Inc. (GH)
- Fastly Inc. Class A (FSLY)
- C3.ai Inc. Class A (AI)
Q: I am down on average 50% on all of the 5 above noted US stocks. I am wondering how many of these you would consider averaging down on to buy more and hold for a recovery and which you would cut your losses on and sell now ?
I am prepared to hold all of them if their prospects of returning to previous highs are reasonably good within the next 12 months or so and as always value your opinions.
John
I am prepared to hold all of them if their prospects of returning to previous highs are reasonably good within the next 12 months or so and as always value your opinions.
John
Q: Adding POAHY (Porche) to the mix, can you order these for growth potential please?
Q: I suspect these companies will be important as technology advances and we need those raw materials. Thoughts on that? Also the yields seem very high are they covered by cash flow or are the higher yields a reflection of the low share price?
Q: Drop of 10% in the share price today. Quarterly results seems positives, could you give me your opinion on this company. Did it miss expectations that much?
Thank you.
Thank you.
Q: With regard to your comments on capitulation. Would you regard ARKK's recent price action and volume as an example?
Thanks. Peter
Thanks. Peter
- Veeva Systems Inc. Class A (VEEV)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Pinterest Inc. Class A (PINS)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
Q: With the recent pullback, the following US tech stocks are all just above their 52 week low - DOCU, VEEV, ROKU, CRWD, APPS, PINS. Can you please put them in order (favourites 1st) which ones would you buy, and which ones would you pass on? Thx.
Q: Your reply to Shane indicates roughly 50% of SQ’s revenue is from bitcoin. Can you provide details, i.e. from bitcoin mining, or trading etc?
Thanks,
Thanks,
Q: Your thoughts on SBNY
Thanks again
Thanks again
Q: GM, appreciate your insights into MOTG for a either RRSP or TSFSA. If you are aware of something better with a similar approach, would be interested.
Cheers
Cheers
Q: How do you like Dutch Brothers?
Q: Hi Team,
In regards to SQ, even though this is a fintech company grouped in with the Tech Wreck, is it not also a play on a re-opening economy to an extent? All the little shops it serves should thrive in a post pandemic boom, meaning good business environment for SQ would it not? With SQ back to 2020 levels and cut in half this year this seems like a compelling buy of a blue chip name to me, especially if Tech gains some ground. Can you either confirm or correct my thoughts on this please?
On a seperate note; the nasdaq popped again today after Powell spoke today, after initially falling some. Is it just me or does it seem we are starting to bounce off bottom here with the nasdaq? Thanks for your insight.
Shane.
In regards to SQ, even though this is a fintech company grouped in with the Tech Wreck, is it not also a play on a re-opening economy to an extent? All the little shops it serves should thrive in a post pandemic boom, meaning good business environment for SQ would it not? With SQ back to 2020 levels and cut in half this year this seems like a compelling buy of a blue chip name to me, especially if Tech gains some ground. Can you either confirm or correct my thoughts on this please?
On a seperate note; the nasdaq popped again today after Powell spoke today, after initially falling some. Is it just me or does it seem we are starting to bounce off bottom here with the nasdaq? Thanks for your insight.
Shane.
- Block Inc. Class A (SQ)
- Roku Inc. (ROKU)
- Okta Inc. (OKTA)
- NovoCure Limited (NVCR)
- Pinterest Inc. Class A (PINS)
- Upstart Holdings Inc. (UPST)
Q: Peter and Team. Happy New Year to you all. In December I engaged in some tax loss selling to lower my previous taxable gains on the above noted stocks. The 30 days has passed and I now plan to repurchase some of them to hold for 2 years or so. Can you please rank which of these you consider are the best to re-purchase in my non registered account. Are there any in this list which you suggest I should forgot about. Thanks for your great advise.
Q: Thoughts on Humana sell-off and is it a good buying opportunity? Would you favor UNH today? Longterm hold, registered account.
Thank you!
Thank you!
Q: How do we as investors gauge "capitulation" in the markets. Would you say we are getting close in certain sectors i.e. technology. Thanks for your insight.
- Ultra Clean Holdings Inc. (UCTT)
- Pinterest Inc. Class A (PINS)
- Unity Software Inc. (U)
- Mitek Systems Inc. (MITK)
Q: I am looking to buy 1 or 2 of these stocks . could you rank in order for upside from current levels and moat.
Thanks
Thanks
Q: Any idea why the stock went up so much today?
Jim
Jim
- Microsoft Corporation (MSFT)
- PayPal Holdings Inc. (PYPL)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Pinterest Inc. Class A (PINS)
Q: you stated that PINS is looking very attractive right now.Why do you think this is?How is their balance sheet?
Which companies would you think could take them out?
Would you be a buyer here?
Please give me some compelling reasons.
Any companies you prefer better in the US tech sector?
Which companies would you think could take them out?
Would you be a buyer here?
Please give me some compelling reasons.
Any companies you prefer better in the US tech sector?