Q: Hello %i and a Very Happy New Year to all of you!!!
I noticed QS is down 30 % and is reaching the price of a month ago. I haven't seen any news. Do you know what is going on?
Is this a good time to start a position in this com[pany
Thank you
Steve
Q: DCBO has been on a nice rally recently. Does this indicate that their recent listing in the US is successful and US investors are going to drive this higher similar to what occurred with SHOP and LSPD?
Q: I am concerned about 30% of my holdings being in IT and would like to reduce perhaps by half and cover some other sectors for balance. (Just read your year-end article about predicting 2021 - perhaps you would not be concerned about 30% going forward)
What order might you trim / sell these to raise cash?
Much thanks for steering us through a year full of uncertainty.
Q: why were Shop and Csu down between 7 to10% last week while the Nasdaq was up 1.85%.?
Also Ppl fell from $34 on Dec9. to about $30 on Dec 31
Do you think Canadian investors worried about a possible increase in the capital gains tax are taking profits to offset their losses on pipelines,etc?
Q: Hi,
I am considering selling ABST (in TFSA) and purchasing something in tech with more growth and it participates in cloud computing and cyber security. Would CRWD or MSFT be a good replacement. MSFT feels like a safer play, larger cap and with a 1% DY.
Q: for 2021 and beyond who are your 2 favourite hardware companies and your 2 favourite software companies to take advantage of the growth of the cloud thanks Richard
Q: Hi there,
Hi there,
I am in the process of exploring the cloud computing sector to build a position with new money starting in the new year in my tfsa.
I don't mind risk at all, but am interested in growth longer term. Appreciate your thoughts on the outlook of the sector as a whole over the next 3 to 5 years.
Thanks so much for again contributing to my stock literacy over the past year and best of the season to all of you. Stay safe!
Q: The price has recently come down to about $24.50 US ? Reason for this? Has your outlook changed and is it currently a buy, hold or sell for you? If you suggest a buy, would now be good or would you wait for a better price?
Thank you
No need to answer this question quickly at all please!
I am surprised no one has asked, but is SolarWinds setting up for a nice trade or is this still too expensive? (And too risky based on their fundamentals?)
Given that its products is sticky and its many customers' (government) natural reluctance to use other companies, do you think it is a good bet?
If yes, at what price will you get in? Who is the competition anyway?
Hope you are all enjoying your Christmas holidays at 5i, and may peace, love, and prosperity follow you and your loved ones in 2021.