Q: you mentioned 5 tech stocks in financial post on the weekend. i owned square now, but if you had to pick one of the remaining 4 which would it be team,anet,wday, ntap. dave
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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.
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Block Inc. Class A (SQ)
- Atlassian Corporation (TEAM)
- Just Eat Takeaway.com N.V. (GRUB)
Q: Hello, Can you suggest any other company US or Canada which is enjoying the kind of momentum and growth like SQ and would meet your general criteria as good long term stock? Thank you.
Shyam
Shyam
Q: I have some extra cash to invest and am interested in adding either TEAM, SQUARE or BOX to a well rounded portfolio. With a relatively high risk tolerance, which of these do you see as having a greater upside over a short and long time frame?
Q: RNG is listed among today's new highs.
Is it too late to invest in this company?
How does it compare to TEAM, which I know you recommend.
Is it too late to invest in this company?
How does it compare to TEAM, which I know you recommend.
- Amazon.com Inc. (AMZN)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Atlassian Corporation (TEAM)
- Spotify Technology S.A. (SPOT)
Q: Hi 5i. I trust your summer is going along swimmingly well. I
In my Info Tech I own; NVDA, CSU, GRUB, GOOG, FB, KXS, SYZ, SHOP, ADBE. and RHT. I am looking to sell and or shave one or more to purchase TEAM and SPOT. Can you suggest which please. Or would one add to my existing. My Weights are good and in line.
Thanks again ahead of time..I'm still very happy with all you do for us.
In my Info Tech I own; NVDA, CSU, GRUB, GOOG, FB, KXS, SYZ, SHOP, ADBE. and RHT. I am looking to sell and or shave one or more to purchase TEAM and SPOT. Can you suggest which please. Or would one add to my existing. My Weights are good and in line.
Thanks again ahead of time..I'm still very happy with all you do for us.
Q: Please comment on the earning release of these companies.
Thanks a lot
Thanks a lot
- Atlassian Corporation (TEAM)
- Box Inc. Class A (BOX)
- Just Eat Takeaway.com N.V. (GRUB)
- Spotify Technology S.A. (SPOT)
- Rapid7 Inc. (RPD)
Q: You guys hit a home run with GRUB and SPOT which had a recent downgrade but still put up big numbers. I was lucky enough to have taken your advice and bought both of them and am up 35% and 45% respectively in a short period of time. Do you think there is more room for them to run? Would you have a couple of others with a growth outlook like that? Thanks for the hot advice, Dennis
- Biogen Inc. (BIIB)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Wynn Resorts Limited (WYNN)
- JPMorgan Chase & Co. (JPM)
- Constellation Brands Inc. (STZ)
- Raytheon Technologies (UTX)
- Atlassian Corporation (TEAM)
- Hexcel Corporation (HXL)
- Spotify Technology S.A. (SPOT)
Q: Please deduct number of credits that you deem appropriate. I essentially follow and hold your balanced equity portfolio. It is supplemented with the following US stocks. JPM, STZ, SPOT, NVDA, GOOG, TEAM, UTX, HXL, BIIB and WYNN.
I originally bought WYNN for a trade on the recent dip caused by the Steve Wynn situation. Should I keep it as a long term position or take my profits and look elsewhere.
I have funds for one more position. Do you have any suggestions or should I add to some of the stocks I have.
Are there any of these stocks that you would sell and if so what would you suggest for a replacement.
Thank you for your service! I am sure someone else will ask but please let us know about your thoughts on SIS earnings release. It looked like a miss.
I originally bought WYNN for a trade on the recent dip caused by the Steve Wynn situation. Should I keep it as a long term position or take my profits and look elsewhere.
I have funds for one more position. Do you have any suggestions or should I add to some of the stocks I have.
Are there any of these stocks that you would sell and if so what would you suggest for a replacement.
Thank you for your service! I am sure someone else will ask but please let us know about your thoughts on SIS earnings release. It looked like a miss.
- Apple Inc. (AAPL)
- Applied Materials Inc. (AMAT)
- JPMorgan Chase & Co. (JPM)
- Atlassian Corporation (TEAM)
- Just Eat Takeaway.com N.V. (GRUB)
Q: Hi guys,
I own TEAM, JPM, AMAT, GRUB, and AAPL in my RRSP. Each are 4-5% weightings with the exception of AAPL which is 10%. I've owned AAPL for years but I've acquired the other 4 companies within the past 2 months.
AAPL - up 140%, TEAM - down 10% (on yesterday's earnings miss), GRUB - down 10%, JPM - down 5%, AMAT - down 5%.
Do you see any issues with any of these companies? Would you HOLD all or recommend adding to or selling any.
I like to buy and hold long term and have no issues with patience. I just want to be sure that there are no red flags on any of these companies that I am missing...or if I should be viewing their recent drops as a buying opportunity.
thanks for the excellent service.
Mark
I own TEAM, JPM, AMAT, GRUB, and AAPL in my RRSP. Each are 4-5% weightings with the exception of AAPL which is 10%. I've owned AAPL for years but I've acquired the other 4 companies within the past 2 months.
AAPL - up 140%, TEAM - down 10% (on yesterday's earnings miss), GRUB - down 10%, JPM - down 5%, AMAT - down 5%.
Do you see any issues with any of these companies? Would you HOLD all or recommend adding to or selling any.
I like to buy and hold long term and have no issues with patience. I just want to be sure that there are no red flags on any of these companies that I am missing...or if I should be viewing their recent drops as a buying opportunity.
thanks for the excellent service.
Mark
Q: Hello team,
Please provide your review of TEAM Q results....what you like what you don't! Thank you for your exceptional service!...
Have a wonderful weekend!
Please provide your review of TEAM Q results....what you like what you don't! Thank you for your exceptional service!...
Have a wonderful weekend!
- Micron Technology Inc. (MU)
- Raytheon Technologies (UTX)
- Atlassian Corporation (TEAM)
- Lumentum Holdings Inc. (LITE)
- Cognex Corporation (CGNX)
- Just Eat Takeaway.com N.V. (GRUB)
- Spotify Technology S.A. (SPOT)
Q: I have US $ Portfolio: FB,SHOP,CGNX,AMZN,NVDA,SQ,NFLX,MA.
Yesterday I sold all of CCGNX because of down trend and Dead cross on
EMA50 & EMA200. I have around 20 K US$ from the sell.
Please suggest some some US stocks to replace CGNX that you would buy
right now or should I wait for change of trend to up to repurchase CGNX.
Andrew
Yesterday I sold all of CCGNX because of down trend and Dead cross on
EMA50 & EMA200. I have around 20 K US$ from the sell.
Please suggest some some US stocks to replace CGNX that you would buy
right now or should I wait for change of trend to up to repurchase CGNX.
Andrew
Q: BUY SELL OR HOLD IF NOT A BUY, IS THERE ANYTHING ELSE YOU MIGHT SUGGEST THANX
Q: I've held GOOGL for a while in my TFSA and it has performed well for me. I'm concerned about GOOGL being impacted by the FB data issue so I'm looking to sell and replace with something else in the tech sector. Something with good cash flow - maybe a MSFT or ADBE? My other tech holdings consist of full positions in AAPL, CSU, OTEX, and ACN. Any recommendations from the team? Thanks in advance!!
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Atlassian Corporation (TEAM)
- Cognex Corporation (CGNX)
Q: Please rank your preference for these 3 stocks for a growth investor considering establishing a new position today after trimming Shopify position, with a brief explanation of why you prefer one over another.
- Amazon.com Inc. (AMZN)
- Micron Technology Inc. (MU)
- NVIDIA Corporation (NVDA)
- Atlassian Corporation (TEAM)
- Just Eat Takeaway.com N.V. (GRUB)
Q: On the US side, what are your 5 favorite companies for the long term?
- FLIR Systems Inc. (FLIR)
- Micron Technology Inc. (MU)
- NVIDIA Corporation (NVDA)
- Atlassian Corporation (TEAM)
- Cencora Inc. (COR)
- Cognex Corporation (CGNX)
Q: I would appreciate your opinion of the value, or lack thereof, that the shares of Atlassian Corporation (TEAM) might currently offer? I'm seeking investments that might reasonably be able to provide me with a 10% or better, total return over the next 12 months.
Regardless of your opinion of Atlassian; any suggestions you might have for other firms which one might reasonably be able to expect a 10% total return or better from, over the coming year, would also be welcome.
Wishing you and yours a very Merry Christmas! Cheers and thank you!
Regardless of your opinion of Atlassian; any suggestions you might have for other firms which one might reasonably be able to expect a 10% total return or better from, over the coming year, would also be welcome.
Wishing you and yours a very Merry Christmas! Cheers and thank you!
Q: Hi. I’m looking team add more exposure in the US and like stocks with good momentum. Could you please advise on CoreSite and Atlassian? Would you choose one over the other for growth?
Thanks
Thanks
Q: Although this UK, NASDAQ listed company is not in your usual wheelhouse, 5i (and Peter in particular) seem quite in tune with the tech area so I am hoping you can provide some information into this company.
It rose about 25% on Friday on its earnings report and has had stellar growth (I think) even without that bump. It is debt free and has money in the bank but does not yet turn a profit. I know individuals who deal with the company and they are quite impressed. Can you provide any further insight into this firm?
Appreciate all that you do.
Paul F.
It rose about 25% on Friday on its earnings report and has had stellar growth (I think) even without that bump. It is debt free and has money in the bank but does not yet turn a profit. I know individuals who deal with the company and they are quite impressed. Can you provide any further insight into this firm?
Appreciate all that you do.
Paul F.
Q: Any thoughts on Atlassian? (ticker is 'TEAM' on the Nasdaq)? I work in the software industry and I know that their products are fantastic and growing in popularity with large companies. Is it too early to get in as an investment?