Q: thoughts please on the quarter?
Thx
Thx
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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: DIS has been kind of soft for the last few months, with markets rising. Never mind the details but do you think they have ongoing problems of competition, technology, etc.?? Thanks Jim
Q: Could you comment on this speciality finance company with good dividend thats backs tech-life science
Q: I'm befuddled about classifying VEEV as in the HealthCare sector. But VEEV" provides industry-specific cloud-based software solutions to address the operating and regulatory challenges of life sciences companies". Seems to me, VEEV is really a software provider and for this reason, I would classify VEEV in the Technology sector. I'm curious what your take is as I want to ensure I get it right for my portfolio analysis....Thanks for you input......Tom
Q: Hi team,
Is PENN still a hold?
Many of my growth stocks are getting hammered after barely missing on some metric (Apps, Roku, MGNI, LSPD), but I am here for the long haul. Would PENN qualify as something to hold on to or should I let it go, given its high debt?
Thanks a bunch for your expert guidance!
Is PENN still a hold?
Many of my growth stocks are getting hammered after barely missing on some metric (Apps, Roku, MGNI, LSPD), but I am here for the long haul. Would PENN qualify as something to hold on to or should I let it go, given its high debt?
Thanks a bunch for your expert guidance!
Q: Trying to understand this stock. Sales are through the roof with vaccine but yet stock prices languishes. Why is this?
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NVIDIA Corporation (NVDA $182.55)
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QUALCOMM Incorporated (QCOM $165.06)
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Advanced Micro Devices Inc. (AMD $215.05)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $284.64)
Q: Is there a reason why TSM has been flat while other semi's like NVDA, AMD, AVGO have been on fire. I wanted to buy NVDA but missed the recent move higher and looking for another semi that will catch up to these other names. Is TSM a good candidate? Thanks!
Q: I hold this stock for a potential rebound to prepandemic levels. What effect would higher, and much higher interest rates (double digit) have on this company?
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NVIDIA Corporation (NVDA $182.55)
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QUALCOMM Incorporated (QCOM $165.06)
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Advanced Micro Devices Inc. (AMD $215.05)
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Marvell Technology Inc. (MRVL $83.79)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $284.64)
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VanEck Vectors Semiconductor ETF (SMH $339.12)
Q: I am holding a small position in TSM that is currently at a 2% loss. The share price has been trading sideways for some time. I also own SMH which has TSM as one it's top holdings. I am inclined to sell TSM and use the money for something else. I plan to keep holding SMH which has made good gains for me. Both are in the same taxable margin account. Should I keep holding TSM for the longer term, or should I let it go? I am also holding MRVL, AMD, QCOM and NVDA for the long term.
Q: Could I have your opinion on Charles River Labs post earnings and resulting 10 % decline .
Thank - you.
Thank - you.
Q: What are your thoughts on Moderna's earnings? Would you advise buy, sell or hold? Thx.
Q: Can I get your analysis of Steris’ most recent earnings report and whether this is a good buying point for a long term hold?
Q: Matterport (MTTR:US) reported on November 3rd and I would value your thoughts on their quarter.
In particular, I am wondering if anything that you saw changed your view of it as an interesting mid-cap (at current prices).
In particular, I am wondering if anything that you saw changed your view of it as an interesting mid-cap (at current prices).
Q: Starbucks seemed to have reported a good quarter in its most recent quarter. What are your thoughts about this company's future growth and outlook? Is it too late to buy?
Thanks. Love this service.
Thanks. Love this service.
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Twilio Inc. Class A (TWLO $124.39)
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Snap Inc. Class A (SNAP $7.68)
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Roku Inc. (ROKU $93.58)
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CrowdStrike Holdings Inc. (CRWD $506.82)
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Datadog Inc. (DDOG $158.44)
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UiPath Inc. Class A (PATH $13.31)
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?
Q: Can you comment on the recent quarter? The sell off today seems to be overdone, what do you think? Would you buy at this level?
Q: Would you consider the latest GNRC sell off a buying opportunity?
Q: Thoughts on IDXX recent quarterly results?
Q: Can you please comment on the quarters earning report. Anything worth noting from the conference call (either positive or negative)? Do you still like the prospects of this company moving forward for the long term?
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Roku Inc. (ROKU $93.58)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.37)
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Topicus.com Inc. (TOI $125.34)
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DigitalOcean Holdings Inc. (DOCN $45.15)
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
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