Q: What are your thoughts about switching out Ubiquiti Networks for Yandex?
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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.
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Atlassian Corporation (TEAM)
- Veeva Systems Inc. Class A (VEEV)
- The Trade Desk Inc. (TTD)
- Rapid7 Inc. (RPD)
- Alteryx Inc. Class A (AYX)
- Tinkerine Studios Ltd. (TTD)
Q: Please comment on the impact of recent US China tariff & Huawei development on these stocks. Which will suffer long term adverse effect ? Most come down a lot on May 20. Thanks a lot.
- Amazon.com Inc. (AMZN)
- Booking Holdings Inc. (BKNG)
- Starbucks Corporation (SBUX)
- Home Depot Inc. (The) (HD)
- TJX Companies Inc. (The) (TJX)
- Gildan Activewear Inc. (GIL)
- Cineplex Inc. (CGX)
- AutoCanada Inc. (ACQ)
- A&W Revenue Royalties Income Fund (AW.UN)
- Etsy Inc. (ETSY)
Q: Please suggest 10 consumer cyclical stocks with good growth prospects (US or Canada.) Are cyclical stocks the same as consumer discretionary stocks?
Merci
Ronald
Merci
Ronald
Q: I bought qcom just after the settlement. @80.
How badly affected will it be with the huawai
Affair. Would u buy on this dip or perhaps consider selling. I am not sure how badly the revenue and earnings will be affected. Do u think this will disappear if trump & China come to an agreement or is 5G and the players going to be ongoing even with tariff wars stop..thank u for your insight.
How badly affected will it be with the huawai
Affair. Would u buy on this dip or perhaps consider selling. I am not sure how badly the revenue and earnings will be affected. Do u think this will disappear if trump & China come to an agreement or is 5G and the players going to be ongoing even with tariff wars stop..thank u for your insight.
Q: Hello team,
Would you please compare and contrast these two SAAS companies. I appreciate it if you can comment on their moat and and market as well as competition, quality of business, current valuation, momentum, and financial strength.
I know you like them both, but I have money only for one and I am wondering which one has more torque and a brighter future, for it is current growth is going to only accelerate further.
Thank you very much indeed for being the referee here.
Would you please compare and contrast these two SAAS companies. I appreciate it if you can comment on their moat and and market as well as competition, quality of business, current valuation, momentum, and financial strength.
I know you like them both, but I have money only for one and I am wondering which one has more torque and a brighter future, for it is current growth is going to only accelerate further.
Thank you very much indeed for being the referee here.
Q: What is the reason for the big drop in Keysight Monday. US and China dispute or something else?
Q: EOLS has fallen a lot on the news that one of their large investors is selling 4 million shares to ML. Does this drop make sense to you. The stock was 29 dollars a few weeks ago and now less than 17 dollars. What do you think? Do you think it will recover and should I hold my position or sell.
Q: Hi Peter, can you comment on the validity of the short report issued vs AOS ? Price is near its 7 yr uptrend line. Thanks.
Q: Currently hold both DOW and CCL.B. Is this too much of a "similar" thing as both are involved in packaging. If forced to choose one, which would you prefer. Thanks as usual.
Q: Your answer Byl is not need to own stock, would you please recommend one in Canada and one in US for 5g exposure that will have good growth potential, thanks
Q: Would you consider this a momentum stock? Please state your reasons for a yes or no.
Q: Hi team,
It’s been a while since a question on PYPL. I have held SQ for a long time, but I am starting to warm up to PYPL’s outlook. I have read a number of positive comments on PYPL’s Venmo app, that competes directly with SQ’s payment app. Venmo seems to be growing nicely and closing the gap behind SQ in monthly transactions in a very competitive payments space. PYPL seems to have better momentum as well. SQ has always been one of your favourites and mine as well but to me PYPL looks attractive here. I am thinking about shifting some SQ funds to PYPL. It would help tone down my beta as well. What is your outlook these days for PYPL in comparison to SQ?
Thanks again.
Dave
It’s been a while since a question on PYPL. I have held SQ for a long time, but I am starting to warm up to PYPL’s outlook. I have read a number of positive comments on PYPL’s Venmo app, that competes directly with SQ’s payment app. Venmo seems to be growing nicely and closing the gap behind SQ in monthly transactions in a very competitive payments space. PYPL seems to have better momentum as well. SQ has always been one of your favourites and mine as well but to me PYPL looks attractive here. I am thinking about shifting some SQ funds to PYPL. It would help tone down my beta as well. What is your outlook these days for PYPL in comparison to SQ?
Thanks again.
Dave
Q: Hi team,
I have held NVDA for a while and getting a bit inpatient . the chart does not look good. Has it lost momentum? Do you till like it?
Thanks!
I have held NVDA for a while and getting a bit inpatient . the chart does not look good. Has it lost momentum? Do you till like it?
Thanks!
Q: What do you think of Palo Alto at this price? It’s come off a high and it’s reporting on May 29th. I’m considering it for perhaps a short term buy. I’ve learned the hard way that growth stocks get killed for even guiding lower so I’m not anxious to hold it over the day they report. Thanks.
- Intuitive Surgical Inc. (ISRG)
- Micron Technology Inc. (MU)
- Methanex Corporation (MX)
- Great Canadian Gaming Corporation (GC)
- Savaria Corporation (SIS)
- Block Inc. Class A (SQ)
- Siyata Mobile Inc. (SIM)
- The Trade Desk Inc. (TTD)
- iRhythm Technologies Inc. (IRTC)
Q: Hi Peter and Company:
I am a growth investor, presently down on above 4 Canadian and 5 US companies.
Should I keep, sell, add or replace e.g. GC with TSGI.
Since US market usually outperforms CAN market I am fine buying all best US growth
companies that you will recommend...…..or mixture of US and CAN companies. Long term hold fine but not required. I will trade as required, i.e. when becoming aware of it. E.g. missed selling MX, where I had an nice gain but no alert to sell and now a significant loss.
Thanks for your advice
KS
I am a growth investor, presently down on above 4 Canadian and 5 US companies.
Should I keep, sell, add or replace e.g. GC with TSGI.
Since US market usually outperforms CAN market I am fine buying all best US growth
companies that you will recommend...…..or mixture of US and CAN companies. Long term hold fine but not required. I will trade as required, i.e. when becoming aware of it. E.g. missed selling MX, where I had an nice gain but no alert to sell and now a significant loss.
Thanks for your advice
KS
Q: What is your view on 3M as a long term investment? I've always heard great things about this company and the shares always seem to sell at a premium, but when I take a look at growth either top or bottom line, it always fails to impress. What am I missing? Opportunity to pick up some shares here for the long term on the cheap with the recent drop?
Q: Did Amat’s quarterly earnings have any reference to increased memory demand?
Q: Hey Guys,
What do you know about this Motley Fool 100 Index ETF? Trades under TMFC, is currently around $22. Looks like Motley Fools best 100 ideas, any thoughts on this one?
Thanks
What do you know about this Motley Fool 100 Index ETF? Trades under TMFC, is currently around $22. Looks like Motley Fools best 100 ideas, any thoughts on this one?
Thanks
Q: Your thoughts on this stock ? Is this an alternate way to play semis?
Thanks
Mark
Thanks
Mark
Q: What to do with LITE? Have small position. How much of a blow is news and downturn today? Is it overdone and eligible for a rebound?