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Meta Platforms Inc. (META)
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PayPal Holdings Inc. (PYPL)
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Canopy Growth Corporation (WEED)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Block Inc. Class A (SQ)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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JD.com Inc. (JD)
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Roku Inc. (ROKU)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Zoom Video Communications Inc. (ZM)
Q: Hi Peter
I have question regarding the following list of “fallen angels”. These ten stocks have achieved significant drops in valuation since Dec. 31, 2020. Can you please rank these “fallen angels” in terms of the best risk-return profile over a five-to-ten-year hold? Everyone likes a bargain! Sometimes it is possible to survive a falling knife particularly if you use tungsten as a shield!
We cannot all be superman!
Baba
Fb
Jd
Lspd
Pypl
Roku
Shop
Sq
Weed
Zm
Thanks George
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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QUALCOMM Incorporated (QCOM)
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Freeport-McMoRan Inc. (FCX)
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Hess Corporation (HES)
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JP Morgan Chase & Co. (JPM)
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Atlassian Corporation Plc (TEAM)
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The Trade Desk Inc. (TTD)
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JD.com Inc. (JD)
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CrowdStrike Holdings Inc. (CRWD)
Q: Given the increasing implied VOL in options, what are your favourite names in CAD and USD for covered call strategies?
Looking for stocks that you already like that have reasonably liquid options (I know harder in CAD) and you think have excellent bounce back potential and wouldn't mind owning for 2-3 years. Thanks
Q: Hi team,
I didn't see a question on this partnership (shop and JD), but is this not a relatively significant deal in your opinion?