Q: These companies have been doing well lately. When I googled them, each of them all claimed are a cloud communications platform as a service company. I couldn't figure out any differences between them if there are. Could you please help me to understand them? If I pick one to invest, from growth potential perspective, which one you would suggest? From risk/reward perspective, which one do you pick?
Everyone is starting to focus on how to re-open the economy and what it might look like. All Elective Surgeries were cancelled as well all know, and as a result there is an estimated 30,000 patients who have had their surgery put on hold. Catching up on the back-log is going to take a number of years.
The private sector is going to be heavily leaned to help with this catch-up. Do you have any idea which companies and/or sector(s) might benefit from this in the coming years?
Q: Correct me if I am wrong, the above mentioned names operate in the same space. If so, which one would you suggest I add to my portfolio at this time. Or would you suggest positions in more than one.
Regards
Thx as always for your terrific insight. With the recent move in SQ, would you use a move to STNE being a decent move seeing that it has not recovered nearly as well? Worth holding both?
Q: The only similarity in these two is that they both focus on cancer. Would 5i advise for or against a new position in either one? I understand that CALA is more speculative and in trials while SGEN is more established. More than happy to take on risk with either position if initiating. Your thoughts on why each are a buy or not?
Q: Hello Peter,
While SQ holds the promise when the retailers open, it does not really matter for PYPL. Which one would you suggest.
In your presentation at the MoneyShow yesterday you mentioned DXCOM in the healthcare sector with an increasing demand, company raising guidance and now being included in the index.
If I were to take a position in it, I will not be able to have positions in both SQ and PYPL. Which of these two would you suggest I let go.
Or would you suggest I hold them both and take a pass at DXCM instead.
As always, your opinion is appreciated.
Regards.
Q: Good morning 5i,
It is often mentionned that we should buy US stocks to offset the heavy concentration on financial and energy in the Canadian market. What sectors should one concentrate on in the US for this reason? And, in the current environment, is it possible to suggest one or two preferential stocks in each of these sectors?
thanks
Q: Your thoughts please on earnings from RUBI? As a small company with similarities to TTD they don't seem to be performing as well. What did you like or not like in their quarter? Are they well capitalized to weather the storm? Do you see upside from here for a speculative position in a TFSA and would you advise for or against a new 1/2 position.
Q: ABC reported 2nd Qtr this morning. I would appreciate your reaction and thoughts about this stock. Also; do you think covid-19 has any impact on this company's results.
Thanks as always for your great advice.
Ian
Q: Hello 5i,
Please tell me what you can about this small(tiny) US company.
It has had an impressive run and their technology sounds like it has great potential.
Thanks
Dave