Q: My position in ROKU has decreased to less than 1% with the losses it has taken from the highs (bought at $353/share). Would you recommend adding to it at these levels? How expensive is it right now? Is it at the high end of its peers? I am comfortable with risk, is held within my TFSA, and looking 5+ years hold.
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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.
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Veeva Systems Inc. Class A (VEEV)
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Roku Inc. (ROKU)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Mitek Systems Inc. (MITK)
Q: Hi Team, I am trying to decide on one of the listed stocks. could you rank in order that you feel has the best upside.
thanks Dave
thanks Dave
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Verizon Communications Inc. (VZ)
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The Trade Desk Inc. (TTD)
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Roku Inc. (ROKU)
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T-Mobile US Inc. (TMUS)
Q: Hi,
Have some cash to put to work. What would be in your top 5-10 CDN and US stocks that fit the descriptions below. Can be value or growth. Long term investor. Thanks!
“stocks with fair valuations that are at great price points and have taken a hit during this market volatility”
“high-quality stocks with sustainable growth, solid valuation frameworks, robust profits, positive earnings revisions, and strong momentum compared to peers.”
“wonderful company at a fair price”
“Bargains are the holy grail of the true stock picker. We see the latest correction not as a disaster, but as an opportunity to acquire more shares at low prices. This is how great fortunes are made over time,”
Have some cash to put to work. What would be in your top 5-10 CDN and US stocks that fit the descriptions below. Can be value or growth. Long term investor. Thanks!
“stocks with fair valuations that are at great price points and have taken a hit during this market volatility”
“high-quality stocks with sustainable growth, solid valuation frameworks, robust profits, positive earnings revisions, and strong momentum compared to peers.”
“wonderful company at a fair price”
“Bargains are the holy grail of the true stock picker. We see the latest correction not as a disaster, but as an opportunity to acquire more shares at low prices. This is how great fortunes are made over time,”
Q: What are your estimates for earnings for ROKU on Feb.17? What are prospects for the future? A good time to buy? Many thanks.
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Adobe Inc. (ADBE)
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Meta Platforms Inc. (META)
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NVIDIA Corporation (NVDA)
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Roku Inc. (ROKU)
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CrowdStrike Holdings Inc. (CRWD)
Q: I have a full position of Fb and am thinking of dumping and taking advantage of other tech stocks that have sold off dramatically. Could you give some names that you think are near the bottom with lots of upside? Thanks
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Meta Platforms Inc. (META)
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Netflix Inc. (NFLX)
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Roku Inc. (ROKU)
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Shopify Inc. (SHOP)
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Upstart Holdings Inc. (UPST)
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Affirm Holdings Inc. (AFRM)
Q: For a 5 year hold, With the 23% drop in FB, is it better to sell at a loss in a registered account and buy stocks such as Roku, afrm, upst, Netflix, Shopify? These stocks are also down lately. Would you make the same decision for a 2 year hold?
Q: I'm thinking about taking a position in Roku, my thinking is their nice cash balance should limit the downside risk.
However I pause when I see it's trading around 10x P/S from the data you provide.
You had mentioned earlier that 10x P/S is at the high end of the range for high growth tech.
Thanks Gord
However I pause when I see it's trading around 10x P/S from the data you provide.
You had mentioned earlier that 10x P/S is at the high end of the range for high growth tech.
Thanks Gord
Q: I own equal amounts of PINS, ROKU, ZM in a TFSA, all down substantially. To which of these would you add this year's TFSA contribution? Or alternatively consolidate or split the funds amongst more than one.
Thanks!
Thanks!
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PayPal Holdings Inc. (PYPL)
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Roku Inc. (ROKU)
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Teladoc Health Inc. (TDOC)
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CRISPR Therapeutics AG (CRSP)
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Pinterest Inc. Class A (PINS)
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DraftKings Inc. (DKNG)
Q: Which of these, if any, are compelling buys at their current levels?
thanks, Hugh
thanks, Hugh
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Roku Inc. (ROKU)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Magnite Inc. (MGNI)
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Nuvei Corporation (NVEI)
Q: Hello 5I
After the last couple weeks of the sell off are the any higher risk stocks you really like that you could see being home runs over the next 3 years? Thanks
After the last couple weeks of the sell off are the any higher risk stocks you really like that you could see being home runs over the next 3 years? Thanks
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Adobe Inc. (ADBE)
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Block Inc. Class A (SQ)
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The Trade Desk Inc. (TTD)
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Roku Inc. (ROKU)
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Match Group Inc. (MTCH)
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First Trust NASDAQ Clean Edge Green Energy Idx Fd (QCLN)
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Roundhill Ball Metaverse ETF (METV)
Q: Hi,
I currently own META and QCLN.
For long term hold, I'm thinking about switching these two into SMART stocks because they dropped more.
1) Do you think SMART stocks will outperform META and QCLN in the long term?
2) Do you think SMART stocks are cheap enough right now given almost 50% drops?
Thank you!
I currently own META and QCLN.
For long term hold, I'm thinking about switching these two into SMART stocks because they dropped more.
1) Do you think SMART stocks will outperform META and QCLN in the long term?
2) Do you think SMART stocks are cheap enough right now given almost 50% drops?
Thank you!
Q: Can you please explain your enthusiasm for ROKU? Every time I think of following your advice and buying I can’t help wondering how long it will be before Google and Amazon and the TV manufacturers squeeze ROKU out. I see it similarly to my reluctance to buy into Bombardier when hey were trying to manufacture jets…it seemed like only a matter of time before “the big boys” (Boeing and Airbus) squeezed them out of the business. And they did.
Q: Hi 5i,
Would you please provide two of your preferred stocks : One CAD one US, for a high risk high growth for the next 2/3 years. Any sector.
Thank you!
Would you please provide two of your preferred stocks : One CAD one US, for a high risk high growth for the next 2/3 years. Any sector.
Thank you!
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Veeva Systems Inc. Class A (VEEV)
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Roku Inc. (ROKU)
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DocuSign Inc. (DOCU)
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Pinterest Inc. Class A (PINS)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
Q: With the recent pullback, the following US tech stocks are all just above their 52 week low - DOCU, VEEV, ROKU, CRWD, APPS, PINS. Can you please put them in order (favourites 1st) which ones would you buy, and which ones would you pass on? Thx.
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Block Inc. Class A (SQ)
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Roku Inc. (ROKU)
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Okta Inc. (OKTA)
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NovoCure Limited (NVCR)
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Pinterest Inc. Class A (PINS)
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Upstart Holdings Inc. (UPST)
Q: Peter and Team. Happy New Year to you all. In December I engaged in some tax loss selling to lower my previous taxable gains on the above noted stocks. The 30 days has passed and I now plan to repurchase some of them to hold for 2 years or so. Can you please rank which of these you consider are the best to re-purchase in my non registered account. Are there any in this list which you suggest I should forgot about. Thanks for your great advise.
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Adobe Inc. (ADBE)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Starbucks Corporation (SBUX)
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AbbVie Inc. (ABBV)
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Salesforce Inc. (CRM)
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Williams Companies Inc. (The) (WMB)
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Roku Inc. (ROKU)
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NV5 Global Inc. (NVEE)
Q: I have $20000 to invest in an resp account.
Given the ongoing fall in tech stock prices, I would like invest $10,000 to buy tech stocks low and hopefully sell high in 3 years.
Can you provide 5 Canadian stocks and 5 US stocks.
I also want to invest the other $10,000 in less volatile. Companies with a total return of 15% or more. (e.g. Energy, banks, insurance, etc...)
Can you provide 5 Canadian stocks and 5 US stocks
Given the ongoing fall in tech stock prices, I would like invest $10,000 to buy tech stocks low and hopefully sell high in 3 years.
Can you provide 5 Canadian stocks and 5 US stocks.
I also want to invest the other $10,000 in less volatile. Companies with a total return of 15% or more. (e.g. Energy, banks, insurance, etc...)
Can you provide 5 Canadian stocks and 5 US stocks
Q: Volatility - a traders best friend. I use a small portion of my portfolio for swing trades and am looking for a few ideas for 2022. Can you provide 3 of your best ideas for Swing trades.
Q: Purchased very recently and lost 9% already. Not sure if it's an opportunity to purchase more, or just hold what I have.
Your opinion, please.
Your opinion, please.
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NVIDIA Corporation (NVDA)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Roku Inc. (ROKU)
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Pure Storage Inc. Class A (PSTG)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Dye & Durham Limited (DND)
Q: Could you name a couple of growth stocks with a 3-5 time horizon ?
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Roku Inc. (ROKU)
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WELL Health Technologies Corp. (WELL)
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Enthusiast Gaming Holdings Inc. (EGLX)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Zoom Communications Inc. (ZM)
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Digital Turbine Inc. (APPS)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Upstart Holdings Inc. (UPST)
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Affirm Holdings Inc. (AFRM)
Q: Can you list your potential biggest January bouncers, maybe 5 Canada and 5 US for aggressive investors? Thx!