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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.

Q: Out of the above companies (CRWD, ROKU, SNAP, PATH, DDOG, TWLO) - which do you have the most conviction for? How would you rank them? Are there any of this list that you would avoid?
Read Answer Asked by Stephen on November 04, 2021
Q: In a receent article in Barrons a 'new' sector called 'observability' was referenced. This is a fancy word for companies that provide third party mangement of IT infrastructure of I assume large companies. They touted Datadog and Dynatrace as opportunities although expensive on an EPS basis. Any thoughts on the sector and these stocks?
David
Read Answer Asked by David on July 14, 2021
Q: What are your thoughts on Appian, Blackline, Datadog, and Zoom from a balance sheet, growth potential and management? Could you rank in terms of growth potential in the next 5-10+ years? Thanks.
Read Answer Asked by Andrew on January 13, 2021
Q: Please rank them according to the potential. TWLO move up so much on Friday. Should I wait for a pull back . Thanks a lot.
Read Answer Asked by Lai Kuen on October 06, 2020
Q: Hello,
For a TFSA with a long term horizon (5+ years) would you please rank these companies, keeping in mind their current valuation?
Also, are there any that you would shy away from/not consider?
Thanks for your help
Read Answer Asked by Antonio on August 12, 2020
Q: I own these 6 u.s. tech stocks. What are your thoughts on each?
Read Answer Asked by Jamie on February 25, 2020
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