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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: Out of the above companies (CRWD, ROKU, SNAP, PATH, DDOG, TWLO) - which do you have the most conviction for? How would you rank them? Are there any of this list that you would avoid?
Read Answer Asked by Stephen on November 04, 2021
Q: What crappy news to wake up this a.m. All down substantially pre market

When you consider the results of each of these companies and they were all current holdings at reasonable weightings would you hold, sell, or buy more given the levels they have fallen to and your outlook going forward?

Sheldon
Read Answer Asked by Sheldon on November 04, 2021
Q: I have US funds available to purchase stocks . Can you recommend 6 U.S market traded stocks for an income style portfolio . They can be Canadian stocks with a U.S listing

Thank you

Howard
Read Answer Asked by Howard on November 04, 2021
Q: Hi 5i,
FSLY reported earnings today and stock is up....How were their earnings and forecast. What does the future look like for them today?
Currently own this stock down -35%. Would you continue to hold ORsell and move on. There are no tax loss benefits to capture.
If sell what would you suggest to replace with in similiar space?
Thx
Jim
Read Answer Asked by jim on November 04, 2021
Q: Recommendations for USD growth stocks with a 10 year investment horizon please. Thanks
Read Answer Asked by Peter on November 04, 2021
Q: Hi Peter,

ROKU had plummeted after hours. On looking at the earnings, I was surprised that its not as bad at the market is making it out to be.

For one, all key metrics like streaming hours, active accounts and ARPU were all up YOY. So was the Revenue , EBITA and EPS.

It seems the issue is that they missed on revenue when compared to what analysts had forecasted and guided lower for next quarter. From the accounting knowledge I possess, ROKU hardly seems to me like a company that is not growing unless I have become "rusty".
Your brief overview will be highly appreciated.

Thanks,
Read Answer Asked by ilie on November 04, 2021
Q: Please make this public or private as you wish.

Miso Robotics and their product Flippy is a pre public company and I'm wondering if you have any thoughts on how to value it and what you think of its future?

https://invest.misorobotics.com/?_gl=1*txp7l6*_ga*NTgzODIxOTEwLjE2MzU5NDgwNzc.*_ga_JQFJM65YK6*MTYzNTk0ODA3Ni4xLjAuMTYzNTk0ODA3Ni4w
Read Answer Asked by Gregory on November 03, 2021
Q: Chegg saw a big drop yesterday with their news of a slowdown in the education industry. Do you see future growth for this company? Would you buy on this dip? Or are there better opportunities out there?

By the way, I'm new to your service but reading the Q&A has become an essential part of my daily morning routine - thank you for the excellent insights!

Doris
Read Answer Asked by Doris on November 03, 2021
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