Q: Peter, your comments please in regards to UCTT public offering of common shares. Is now a good time to initiate a 1% position. Thanks
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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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Xylem Inc. New (XYL $120.68)
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MEDIFAST INC (MED $10.08)
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Ultra Clean Holdings Inc. (UCTT $62.60)
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Reliance Inc. (RS $294.47)
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Trane Technologies plc (TT $424.08)
Q: Hi 5i,
I currently own AC, AQN, AT, ATZ, BAM, BYD, CARR, CELH, CRWD, DOO, ENB, GSY, KRR, KXS, LSPD, LUN, MG, MITK, MMED, NUMI, NVDA, NVEI, PBH, PHO, PLTR, QCOM, QST, REAL, SCR, STC, T, TEC, U, WELL, WSP, XBC in my TFSA.
I haven’t made any changes to my portfolio since February. Has your view changed on any of these companies? Which should I sell and any new suggestions? I’m ok with high risk. Thanks for your awesome picks!
I currently own AC, AQN, AT, ATZ, BAM, BYD, CARR, CELH, CRWD, DOO, ENB, GSY, KRR, KXS, LSPD, LUN, MG, MITK, MMED, NUMI, NVDA, NVEI, PBH, PHO, PLTR, QCOM, QST, REAL, SCR, STC, T, TEC, U, WELL, WSP, XBC in my TFSA.
I haven’t made any changes to my portfolio since February. Has your view changed on any of these companies? Which should I sell and any new suggestions? I’m ok with high risk. Thanks for your awesome picks!
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Mission Ready Solutions Inc. (MRS)
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Ultra Clean Holdings Inc. (UCTT $62.60)
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Mitek Systems Inc. (MITK $14.26)
Q: Hi guys. I know I’ve harped on this before. When you have a newsletter with thousand of subscribers and you reccomend illiquid stocks it creates frustration with your readers.
For instance with mrs an opening position for me wound be $50000 which is fully half the volume on Thursday. If I put in a market order which I wouldn’t I alone would drive the price up by @approx 20%.
How do readers like me get to participate? Especially on the Venture?
Sheldon
For instance with mrs an opening position for me wound be $50000 which is fully half the volume on Thursday. If I put in a market order which I wouldn’t I alone would drive the price up by @approx 20%.
How do readers like me get to participate? Especially on the Venture?
Sheldon
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NVIDIA Corporation (NVDA $178.55)
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Roku Inc. (ROKU $95.69)
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Ultra Clean Holdings Inc. (UCTT $62.60)
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CrowdStrike Holdings Inc. (CRWD $427.83)
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Trane Technologies plc (TT $424.08)
Q: Hi Peter, Ryan and Team,
With the current market environment, what are your top 5 US and Canadian growth picks?
With the current market environment, what are your top 5 US and Canadian growth picks?
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Photon Control Inc. (PHO $3.60)
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Broadcom Inc. (AVGO $320.03)
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NVIDIA Corporation (NVDA $178.55)
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State Street SPDR S&P Semiconductor ETF (XSD $331.77)
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Ichor Holdings (ICHR $51.50)
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iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $340.16)
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Ultra Clean Holdings Inc. (UCTT $62.60)
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VanEck Vectors Semiconductor ETF (SMH $394.70)
Q: There is a global shortage of semiconductors and I would like to know which Companies will benefit most in 2021. Can you please recommend what are your Top 5 stocks in this space and your reasons for picking them. Thank You.
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Photon Control Inc. (PHO $3.60)
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Ichor Holdings (ICHR $51.50)
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Ultra Clean Holdings Inc. (UCTT $62.60)
Q: Please recommend three positions that should have strong growth in the coming years due to the semiconductor shortage. Feel free to include an ETF if it is a competitive option. Thanks as always!