Q: Like the AMD management but got me to thinking I'm not well-versed on semis...what would be your top 3 names and why? Thanks
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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.
Q: These two etf's have to be part of the near future in driving of auto's. Both hold a nice a nice mix of good companies and had nice returns in the past year. What is your opinion of this investment, and the risks?
Thanks again
Thanks again
Q: hello 5i:
please comment on PANWs latest quarterly report, and your opinion of the company going forward.
thanks
Paul L
please comment on PANWs latest quarterly report, and your opinion of the company going forward.
thanks
Paul L
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Could you rank these companies in order of preference for future performance? Investing a lump sum gradually over the next 6 to 12 months and I have zero tech exposure right now.
Thanks,
Jason
Thanks,
Jason
Q: Own this company and do not understand with good numbers etc why the unhappiness? Thank you.
Q: Good day everyone and good job on BNN Peter!
Regarding PLTR, what kind of “runway” do you see on this company and what price potential can one expect?
Thnx in advance!
Regarding PLTR, what kind of “runway” do you see on this company and what price potential can one expect?
Thnx in advance!
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Palo Alto Networks Inc. (PANW)
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Check Point Software Technologies Ltd. (CHKP)
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CrowdStrike Holdings Inc. (CRWD)
Q: Please suggest a few cybersecurity relayed stocks remain reasonably priced for a 3-5year investment. Thanks
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Alteryx Inc. Class A (AYX)
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Avalara Inc. (AVLR)
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Zoom Communications Inc. (ZM)
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Fastly Inc. Class A (FSLY)
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Cerence Inc. (CRNC)
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ZoomInfo Technologies Inc. (ZI)
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Shift4 Payments Inc. Class A (FOUR)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hello 5i,
I've ridden the Tech wave all year to an overweight position in my portfolio.
The above mentioned companies are partial positions that I'm looking eliminate some of.
I have an above average risk tolerance.
Could you please rank these for growth prospects over the next year or two?
Thank you
Dave
I've ridden the Tech wave all year to an overweight position in my portfolio.
The above mentioned companies are partial positions that I'm looking eliminate some of.
I have an above average risk tolerance.
Could you please rank these for growth prospects over the next year or two?
Thank you
Dave
Q: Is there a reason why Calian has been dropping in recent days?
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Atlassian Corporation (TEAM)
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The Trade Desk Inc. (TTD)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Unity Software Inc. (U)
Q: Hi. My daughter is looking to add a US tech stock to a portfolio that follows your balanced portfolio with some added US stocks and International ETFs. She currently owns 4 tech stocks; CSU, LSPD, KXS and NVDA. She is 21 yo and looking for long term growth. We are wondering if U is a better addition than TEAM (I am already following TEAM as I own it, but would consider selling it for a better company as I like to limit myself to following about 35 stocks). Any better suggestions? TTD? We both already own VEEV (under healthcare).
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Enghouse Systems Limited (ENGH)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Atlassian Corporation (TEAM)
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Real Matters Inc. (REAL)
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DocuSign Inc. (DOCU)
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Avalara Inc. (AVLR)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Unity Software Inc. (U)
Q: Could you please rank above Tech stocks in order of preference that you would purchase or hold right now. I have all except CRWD and U, but they seem to be coming up in your lists more frequently.
Q: Hi Peter,
Can I please have your view on above two stocks? I have a small position in each stock and would like to add more. What would be a good entry price on it?
Thanks,
Can I please have your view on above two stocks? I have a small position in each stock and would like to add more. What would be a good entry price on it?
Thanks,
Q: Hi, I have a question about Blackberry. The company seems to have multiple decent software, but the problem seems to be in the sale departement. The newly president is a software sales specialist, and right now he seems to build a new sales team. Do you think he can be the missing part to see high growth sales again for Blackberry ?
Q: Do you think Tech my trade sideways for a while as the valuations may have to catch up? I am overweight Tech still and i am finding it hard to sell some of the stocks that have been good to me. Which sectors might you overweight or lean to now with the news that some vaccines may be out in the next 3-6 months?
Thanks
Thanks
Q: Would appreciate your assessment of their Q2 results that were released on 11 Nov. Thanks as always.
Q: I see Zoom as a company with a user friendly product compared to (Sykpe for instance) that most everyone is using. Despite vaccine news which has dropped my Zm stocks into the red, it appears that they have a great product that will still be popular going forward after the pandemic. I see businesses possibly staying with a work remotely model as it saves them money for infrastructure, etc. The question is, will it likely stay as popular and is it likely to get back to close to it's highs any time soon, or would it be better to take the hit, sell and revisit when there is more clarity. Some context: I'm a senior who is using Zoom and a few others as a means to put a little growth in my otherwise low Beta portfolio.
Thanks as always, Stephen S
Thanks as always, Stephen S
Q: Thoughts on SWAV ? Thank you.
Q: Hello, I have been holding Intel for more than 5 years now. According to what I read in the Q&A I believe the time has come to sell it and buy something else. Would that make sense to buy Roku to replace Intel? Another option would be either NVDA or QCOM? What would you do? Thank you, Gervais
Q: Greetings
For 2021, I am thinking of adding FIVG to my TFSA.
To date this ETF has done well.
Your comments and suggestions are always welcome.
Sincerely
Mike
For 2021, I am thinking of adding FIVG to my TFSA.
To date this ETF has done well.
Your comments and suggestions are always welcome.
Sincerely
Mike
Q: Hi Team, Without considering any factors other than growth who would you invest in NVDA or CRM and why?
Mike
Mike