Q: All the four companies have ad revenue and three of them showed slowdown from ad and have provided weak guidance. What differentiates Alphabet from the three?
Q: With recent earnings releases for the above companies completed did anything specifically surprise you or excite you about their futures more so then before? Specifically Microsoft PayPal visa and Facebook.
For Google, it’s revenue growth was massive (68%) for a company it’s size and YouTube contributing almost the same revenue this quarter as Netflix was crazy to me. With ads growth via search not going away and cloud being a big focus for them I don’t see many things stopping it…
What do you see as the biggest risk for it specifically other then the big scary Antitrust breakup?
Q: Can you comment ON's recent earning please? I noticed they have bought a big 12" fab from global foundry in 2019. Is that mean they might have better position compared to other Semiconductor companies with enough capacity for future growth? Any other thoughts on this company can you share?
Q: Hi ,
if you were to pick two stocks from the US markets to put one in the Model portfolio and one in the Growth which would you recommend. Please specify which one you would add to each portfolio.
Q: Hello 5i what are your thoughts on PINS, SPOT, ATVI and RBLX recent declines, I think all are overreactions for varying reasons (ATVI/RBLX getting dragged down with China crackdown on gaming, PINS USA MAU declined but everything else looks good, SPOT ... not sure what really changed here but it took a huge dive..) I like to buy a stock I know and follow anytime there is an overreaction like this. I know ATVI has culture issues with female harrasment and that has dragged them down as well but I don't really see how any of these stocks trajectory/themes have really changed all that much. How do you view these 4 stocks?
Q: Please comment on earning report . It is down afterhours. Is it a buy ? What price range is a good entry point ? Thanks for your excellent service ?
This is a mixed bag. For a 3 year period, I am looking for those with most upside potential. Which would you advise to buy more and those to sell in order to buy more.
Thank you
Q: After the drop following the FB earnings i decided to sell pins because i had a feeling the stock would do the same thing after earnings... Do you guys like pinterest this morning under 60$ ? thanks.
Q: I would like to add some companies to my portfolio that pay dividends which are relatively secure and have debt levels that you think are manageable. I'd go so far as to say low debt levels, but that might exclude some companies that you think can manage a bit more debt. If possible, it would be helpful if you could suggest 6 Canadian and 6 American companies that fit the above criteria. Thanks as always for your valued opinion.