Q: In your opinion which company would offer the best return over the next 5 years?
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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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Rapid7 Inc. (RPD $18.62)
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CrowdStrike Holdings Inc. (CRWD $493.66)
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Cloudflare Inc. Class A (NET $213.82)
Q: Would you buy it at this level?
Thanks,
Milan
Thanks,
Milan
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Amgen Inc. (AMGN $290.13)
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Regeneron Pharmaceuticals Inc. (REGN $564.63)
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Vertex Pharmaceuticals Incorporated (VRTX $407.79)
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iShares Biotechnology ETF (IBB $149.95)
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Mettler-Toledo International Inc. (MTD $1,273.67)
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Solid Biosciences Inc. (SLDB $5.96)
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TCR2 Therapeutics Inc. (TCRR)
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NextCure Inc. (NXTC $6.65)
Q: In an answer today you stated '20% of biotech companies in the US now trading below cash levels'. What would be your top biotech picks and/or your top biotech ETFs to play a recovery?
Q: Could you provide comments on earnings and future prospects for this company. Is this company hold, sell or buy more?
Thank you
Thank you
Q: Related to Kevin's question... I own U, CRWD and NVDA in a TFSA and can't capture a tax loss if I were to sell U (I'm down significantly on the position). Would you suggest continuing to hold U in a registered account or selling and moving on to something else (likely increase NVDA holdings)?
Q: Hi,
Your comments on Converge latest results ? Is it still a buy ?
Thanks
Your comments on Converge latest results ? Is it still a buy ?
Thanks
Q: DND seems to be getting hit hard again. Do you think this is people selling before the earnings later this month in combination with market backdrop? I think this company has been overly beat up. Even if their purchase in Australia is not allowed they are still growing at a good pace are they not?. Would you add to a position today to lower cost? I am down about 25% money not needed for 10+ years. Thanks
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
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Digital Turbine Inc. (APPS $6.25)
Q: Hello 5I,
I am down 50% on the above stocks. They are in taxable accounts but it’s not completely necessary for me to take losses necessary. I want to stay invested but am I just better to stay in these names or switch to something else? Basically are these good names to just stay in when things turn positive or do you highly recommend other names?
Thanks
I am down 50% on the above stocks. They are in taxable accounts but it’s not completely necessary for me to take losses necessary. I want to stay invested but am I just better to stay in these names or switch to something else? Basically are these good names to just stay in when things turn positive or do you highly recommend other names?
Thanks
Q: Thanks for the Unity answer. How does the weakness in ads for gaming, mobility issues read through to companies like Eglx, at? Won’t they have similar headwinds? Regards greg
Q: TTD has taken a major drop in recent weeks and months. More so than many other stocks . Please give me your thoughts. Is this one to sell and take a loss for tax purposes and re-buy in 30 days ? Thanks.
Q: Crowdstrike has been in the category of "too expensive" for most of the past 10-12 months.
At what price range would you be a buyer of CRWD?
Ed
At what price range would you be a buyer of CRWD?
Ed
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NVIDIA Corporation (NVDA $183.16)
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CrowdStrike Holdings Inc. (CRWD $493.66)
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Unity Software Inc. (U $36.08)
Q: Hi! After this quarter would you sell Unity for a tax loss? Two other growth stocks I own are Crowdstrike and Nvidia. Which stock would you buy with Unity proceeds? Crowdstrike or Nvidia?
My thinking is getting back in at Unity at a later time.
Thanks
Kevin
My thinking is getting back in at Unity at a later time.
Thanks
Kevin
Q: Please comment on their qtr. and market reaction. When does the company see becoming profitable, costs rising and r and d spending up so no time soon, even with record sales? Regards Greg
Q: Hello 5i
Could I have your current thoughts on CGNX please ?
Are increasing costs and inventory an issue (considering recent price action) or more likely just general market malaise / sell on news ?
Would adding to an existing holding seem premature at this stage ?
Thanks
Could I have your current thoughts on CGNX please ?
Are increasing costs and inventory an issue (considering recent price action) or more likely just general market malaise / sell on news ?
Would adding to an existing holding seem premature at this stage ?
Thanks
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Check Point Software Technologies Ltd. (CHKP $195.56)
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Okta Inc. (OKTA $89.35)
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Rapid7 Inc. (RPD $18.62)
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CrowdStrike Holdings Inc. (CRWD $493.66)
Q: Hi 5i,
Amongst other pricey cybersecurity companies, CHKP seems very reasonably valued. It it 'cheap for a reason', or is it a solid stock to pick up now?
Also, do you still like RPD after its recent report?
Is there anything else (besides CRWD) that you prefer in this space?
TIA!
Amongst other pricey cybersecurity companies, CHKP seems very reasonably valued. It it 'cheap for a reason', or is it a solid stock to pick up now?
Also, do you still like RPD after its recent report?
Is there anything else (besides CRWD) that you prefer in this space?
TIA!
Q: What do you think of the latest result (published may 10th) - The market doesn't seam to be impressed.
Q: Can you comment on the latest earning? It looks like a beat but why drop so much, 20%?
Thanks
Thanks
Q: Hi,
I own Unity & Etsy. Both are down more than 60%. Should I keep holding or cut my losses?
Thanks
I own Unity & Etsy. Both are down more than 60%. Should I keep holding or cut my losses?
Thanks
Q: Could I get your comments on Palantir, please? I see that it has dropped 20% today. (Feel free to delete the question if others are asking, too.)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
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Atlassian Corporation (TEAM $144.56)
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CrowdStrike Holdings Inc. (CRWD $493.66)
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Digital Turbine Inc. (APPS $6.25)
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Unity Software Inc. (U $36.08)
Q: For the companies listed, do you believe any are at risk of fully going out of business with respect to the current market and recent/anticipated stock pricing effecting their ability to continue to operate? thanks!