Q: I own both of these stocks and was considering consolidation, but only if there's some sense in doing so. The market liked the EXAS results. Are they different enough that owning both is fine? If only one, which one is better long term?
Read Answer Asked by Paul on May 16, 2023-
LendingClub Corporation (LC)
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Exact Sciences Corporation (EXAS)
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Trupanion Inc. (TRUP)
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Pure Storage Inc. Class A (PSTG)
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Alteryx Inc. Class A (AYX)
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Redfin Corporation (RDFN)
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Photronics Inc. (PLAB)
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IES Holdings Inc. (IESC)
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Pinterest Inc. Class A (PINS)
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Chewy Inc. Class A (CHWY)
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Cloudflare Inc. Class A (NET)
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Magnite Inc. (MGNI)
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Unity Software Inc. (U)
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Upstart Holdings Inc. (UPST)
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Taboola.com Ltd. (TBLA)
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Matterport Inc. (MTTR)
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Upbound Group Inc. (UPBD)
Q: I’m invested for the long term. Do you view any of these names as no longer holding any long term potential?
Thanks
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Analog Devices Inc. (ADI)
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Intuitive Surgical Inc. (ISRG)
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Salesforce Inc. (CRM)
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BlackBerry Limited (BB)
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Block Inc. Class A (SQ)
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Exact Sciences Corporation (EXAS)
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Veeva Systems Inc. Class A (VEEV)
Q: I know you guys try to answer exactly the question that was asked, which is good. However, I was surprised to see BB in a recent answer to your favourite Canadian companies that offer disruptive technology (AI, quantum, other). In the past, you were always negative on BB for its poor earnings record and shrinking revenue base, etc. Are you getting more positive on BB’s growth prospects or perhaps there are not that many Canadian companies to satisfy the question? Also, what would be your top 5 U.S. disruptive names, where the pickings are a lot thicker?
Thanks
Dave