Q: Can you give me your opinion on preferred ways to invest in 5G companies in US and Canada? Thx for your excellent service
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- Amazon.com Inc. (AMZN)
- Microsoft Corporation (MSFT)
- Kinaxis Inc. (KXS)
- JD.com Inc. (JD)
- Vanguard Information Technology ETF (VGT)
- DocuSign Inc. (DOCU)
- CrowdStrike Holdings Inc. (CRWD)
Q: We are experiencing the third day of steep declines in the US tech sector. Is it time to look at picking up some bargains if so what names would you prefer at today's prices? Would we be better advised to buy an ETF like VGT or individual stocks?
Q: Hey Peter & Team,
Thanks for all your help this year and last. My subscription paid for itself in a matter of weeks. (please don't increase the price)
Having said that and before I proceed NO, I am not one of those "OH MY GOD, THE SKY IS FALLING" people at the first hint of a drop. I did however take on a new position in PHO on Wednesday and as of Friday's close it is off 13.9%.
Among my many rules, one in particular states "drop an equity when it gets to 15% below my average cost." A rule which allows me to avoid getting to that position where I wait, it goes down further then I get to the "have nothing to loose mentality" and end up with a name in my portfolio with a -88% in red next to it.
So... what do I do with PHO? I know you have been recommending it as one of a few equities to be added to a growth portfolio.
Do you see any reasons/trouble that might have caused the significant drop? Should I stick with my 15% rule. (hard to answer I know as it is a personal preference) Has your long term outlook for PHO changed? Is there any news you may have seen which could explain this precipitous drop? Feel free to add anything else.
Thanks for all you do
gm
Thanks for all your help this year and last. My subscription paid for itself in a matter of weeks. (please don't increase the price)
Having said that and before I proceed NO, I am not one of those "OH MY GOD, THE SKY IS FALLING" people at the first hint of a drop. I did however take on a new position in PHO on Wednesday and as of Friday's close it is off 13.9%.
Among my many rules, one in particular states "drop an equity when it gets to 15% below my average cost." A rule which allows me to avoid getting to that position where I wait, it goes down further then I get to the "have nothing to loose mentality" and end up with a name in my portfolio with a -88% in red next to it.
So... what do I do with PHO? I know you have been recommending it as one of a few equities to be added to a growth portfolio.
Do you see any reasons/trouble that might have caused the significant drop? Should I stick with my 15% rule. (hard to answer I know as it is a personal preference) Has your long term outlook for PHO changed? Is there any news you may have seen which could explain this precipitous drop? Feel free to add anything else.
Thanks for all you do
gm
Q: Could you give your thoughts on CGY? It seems to have done well through and after March (ie the COVID market drop) and as a concept, I like its multiple segments that might sustain the company in various markets. But my concern is the very breath in diversity of its segments, and how the company can continue to retain focus for operations as a small cap name and also clarity for investors. Thoughts? Thanks for your valued input.
Q: Can I have an opinion on these two companies, any red flags?
Q: What’s your thoughts on the most recent earnings report?
Q: I’ve been considering a position in one of the above stocks. Could you give me your opinion on which you would prefer. What are the pros and cons of each. Do you have a preference for another stock instead of one of these.
Thanks John
Thanks John
Q: Hi 5i,
Ciena released earnings today and stock has dropped -28% ( so far) ..can you explain what’s happening and is price drop warranted.
Would you continue to hold here or sell and why?
Thx
Ciena released earnings today and stock has dropped -28% ( so far) ..can you explain what’s happening and is price drop warranted.
Would you continue to hold here or sell and why?
Thx
Q: Considering a new investment in the technology sector in a TFSA account, would the semiconductor space be investable now and would your preference be to one or two specific companies or an ETF such as SMH or SOXX. Your comments and ideas always appreciated. Brian
Q: Good Day Folks,
What do you know about EHTH? It was highly recommended recently on CNBC and as far as I can tell from my on line search, it looks pretty attractive. Would it be a good time to take a position here?
Dennis
What do you know about EHTH? It was highly recommended recently on CNBC and as far as I can tell from my on line search, it looks pretty attractive. Would it be a good time to take a position here?
Dennis
Q: Are you still positive on crwd. outlook?
Q: These two companies have either raised money recently or did a shelf prospectus in anticipation I think of raising money?
Could these two companies be in play to he bought out or are they mainly interested in growing their companies? Which company could be interested in buying them?
Could these two companies be in play to he bought out or are they mainly interested in growing their companies? Which company could be interested in buying them?
Q: Are there canadian public companies involved in work from home ?
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: What's wrong with Canadian tech these days? ZQQ is up 12.61% this month, as tech stocks soar. But in Canada, you would have been much better off owning a plodding insurance company like Sun Life or a bank than Kinaxis, Constellation Software, Open Text, Enghouse, CGI, Shopify or Sylogist.
Q: Hi guys : could you give me your opinion on the above stocks Thanks Gary
Q: You had been recommending KXS previously; however, I have noticed that you are recommending CSU, SHOP and DGS lately among the Canadian IT companies. Is KXS still a buy and how do you rank KXS, CSU. SHOP, ENGH and DGS? Thank you.
Q: Peter, Ryan and gang: a couple of weeks ago AYX took a dive and currently is trying slowly to regain its former price levels. What are your thoughts, hang in there or move on?
If your advice is move on, could you suggest two or three US stocks, maybe “cloud “ or “i t “ . I have a good risk tolerance and await your reply
John
If your advice is move on, could you suggest two or three US stocks, maybe “cloud “ or “i t “ . I have a good risk tolerance and await your reply
John
Q: Hi gang, how would you rate AdI as a
Company overall. Is It expensive are the dividend safe? 3-5 years hold. Or other better semi conductor company’s? Thanks. Alnoor
Company overall. Is It expensive are the dividend safe? 3-5 years hold. Or other better semi conductor company’s? Thanks. Alnoor
Q: Your thoughts on PNG? Its small....But is there opportunity?
Thanks as always
Dave
Thanks as always
Dave
Q: Hi folks
I was going to buy a small amount but missed my window...drats!. Am I too late to the party? Is there another equivalent that you could suggest?
Thanks for keeping me on track.
I was going to buy a small amount but missed my window...drats!. Am I too late to the party? Is there another equivalent that you could suggest?
Thanks for keeping me on track.