Now a few weeks after this highly anticipated IPO ARM holdings, would you look at this as a good play towards the Ai and global chips market.? How is this company and Nvidia connected if at all? What is a price that would be a screaming buy in your opinion? I own Nvidia already with a hefty profit, I was thinking to sell some and buy ARM just want to know who you think has better lift in this exciting space.
Thanks
Q: who are the major competitors to FTNT?. what percent of FTNT revenue is recurring? how are FTNTs revenue divided worldwide? what is the degree of insider ownership? thanks Richard
Q: Someone told me rumors about Microsoft planning to announce they are making semiconductor chips soon, and would cause the price of Nvda to drop. How reliable are those rumors and should I act on them? How do you see Nvda compared to google or Microsoft or apple, in terms of risk and long term potential?
Q: Everyone, I have held LSPD since the summer of 2019 and I bought and sold throughout the last 24 months. My remaining amount is less than 2% so not a significant amount of $. They have $700 million plus in cash; they call EBITDA positive this year; they reduced the head count which lowers expenses; interest rates will be increased once or twice then a wait period and then a slow decline. All positives for the stock price. And the Quebec Pension still owns a large block of shares - they haven’t given up! The stock price seems to have held at this price range, so there is no real material downside risk. SQ and Toast are in the same stock price position, an industry decline not a stock specific decline. In a better market this stock will quickly do a triple from here.. So … buy and wait … or… move on? Clayton
Q: Everyone, I own the above stocks and I have had them for many years. Under what conditions would you sell them individually or collectively. My investing philosophy is to own the best of the best and hold them forever. Clayton
Q: Hi 5i
AMD had a large increase in shares trading hands ,29M, and price movement which looks like it started at around 10 am....any news or other catalysts on your radar what might be happening to prompt action....something related to jobs report maybe?
What price point would you consider attractive/possible under current conditions etc
Q: There is a ( very) new ETF, coming out from Horizon with ticker QQCL being a covered call Nasdaq 100 with anticipated yield of 14.10 %.
This seems to be attractive for my TFSA for higher growth (with volatility which I can handle), along with a high yield.
I have bought several of these products, HTA, HHL, UMAX for both my registered and non registered accounts. They seem “ too good to be true “ and am wondering if that’s true. I have seen many of these enhanced products ( remember flow through shares ?) and hope these do not repeat.
Your thoughts on QQCL and on these ETF’s in general would be appreciated.
Thanks. Derek
Q: What is your opinion on ON Semiconductor. What is its forward multiple and growth prospects in this market. Are there other stocks in the sector that you prefer. Thanks for the info.
Q: Thanks for your answer, What would be your observations on the US media vertical sector. What function does VMS provide and is the outlook positive?
Palantir just won another big contract from Government. Can you please comment on the stock's current valuation and growth outlook? Would you consider buying more at current level?