Q: Referring to the US company Cybr (and not the Canadian Eft), do you think it remains a buy? It has had a nice little run up but it seems anything good has run up a lot since December. The company seems to have stellar earnings per share growth but I don't know how that translates into the stock price. Is it overbought or is there more gain to be had in your view? Thank you.
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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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Applied Materials Inc. (AMAT $162.49)
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Amazon.com Inc. (AMZN $228.84)
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Meta Platforms Inc. (META $754.79)
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Microsoft Corporation (MSFT $507.23)
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NVIDIA Corporation (NVDA $177.99)
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Constellation Software Inc. (CSU $4,549.91)
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Open Text Corporation (OTEX $45.15)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $122.94)
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Tencent Holdings Ltd. ADR (TCEHY $77.88)
Q: Hi,
Looking to decrease the number of holdings in the above listed stocks. Which 2 would you sell?
Thank you,
Brent
Looking to decrease the number of holdings in the above listed stocks. Which 2 would you sell?
Thank you,
Brent
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Constellation Software Inc. (CSU $4,549.91)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
Q: Regarding the technology sector in Canada, how many stocks would you suggest and in what percentage of each for a 10 - 15% allocation for growth with no or low dividend? Which stocks would you recommend?
Thanks for your service
Thanks for your service
Q: What are your favorite longer term secular themed ETFs that may potentially provide a source of alpha. Growth focused. Have been looking at IHI, HACK, BOTZ/ROBO, SKYY as potential options but would like your analysis and suggestions. Thanks as always
Q: What are your thoughts on TGO from a 5G perspective? I hear they would be a major player if/when that gets off the ground. Do you see any concerns moving in with them for about 2-4%?
Thanks
Harrison
Thanks
Harrison
Q: Hi gang.
TEAM dropped 8% after hours. I just bought some 2 days ago for a trade. Do you see any alarm bells which would have caused this?
Much thanks
TEAM dropped 8% after hours. I just bought some 2 days ago for a trade. Do you see any alarm bells which would have caused this?
Much thanks
Q: After Qualcomm's settlement with Apple on licensing issues and the subsequent huge spike in price, would it be better to wait a while to let the stock settle down before purchasing, or do youthink this new price will form a baseline?
Q: I know the QCOM is a healthy company and is well positioned technologically .
With look at P/E and P/B , I am just wondering if it is time to sell and deploy the funds elsewhere. It has been a rocky HOLD, and I am finally in the black on the name .
Now I am down on NVDA ( who would have thought ) .
These names have not been kind to me ... I expect risk, but I understand that these are the best companies in their sectors ( or do you recommend others ? ). Thanks again ,
Go Jets
With look at P/E and P/B , I am just wondering if it is time to sell and deploy the funds elsewhere. It has been a rocky HOLD, and I am finally in the black on the name .
Now I am down on NVDA ( who would have thought ) .
These names have not been kind to me ... I expect risk, but I understand that these are the best companies in their sectors ( or do you recommend others ? ). Thanks again ,
Go Jets
Q: Hello I am wondering what has been moving this stock lately I cannot find anything? What your thoughts are on this company future growth? New Canadian tech darling? I look at this company as a cross between Square and Shopify, would that be an accurate comparison in your opinion ? When do they report their first Q? Take as many credits as needed. Thanks as always
Q: The last question on VPY was asked August, 2018. Recently at Raymond James analyst, "Ms. Phelan upgraded its stock to “strong buy” from “outperform,” seeing a “favourable” inflection point for both revenue growth and its share price".
What are 5iR's thoughts on VPY? Currently I have a small position.
Thanks team. Cheers, Chris
What are 5iR's thoughts on VPY? Currently I have a small position.
Thanks team. Cheers, Chris
Q: The portfolio analysis tool shows that I'm under weight in tech stocks. Could you please recommend one US and one Canadian tech stock that pays a yield of 3-4 % and is growing that dividend as well.
Q: What is your opinion of this ETF
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BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $65.48)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $58.31)
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Global X Nasdaq-100 Index Corporate Class ETF (HXQ $93.09)
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BMO Global Communications Index ETF (COMM $46.20)
Q: Hello,
Can you please recommend a Canadian dollar equivalent to the following ETF's: VOX, XLV, and RYT. Thank you.
Can you please recommend a Canadian dollar equivalent to the following ETF's: VOX, XLV, and RYT. Thank you.
Q: Do you think Veev is a buy or sell at this point? I have a small profit and don’t know whether to take it or hold on and risk losing it on a pull back. I can’t decide whether to sell it or buy more. Thanks.
Q: ARKG :ARK Genomic Revolution ETF ... I have done very well and continue to do well with this etf which invests in leading edge companies in applied biotechnology . Oddly, you haven’t ever commented on this etf and I can’t even enter it in my analytics package .
Q: Would you recommend this US company?
Q: Would you take a short term trade position on XPO with the "gambling" portion of your account? If not, do you have a better idea? I own NVDA and MU already, MU is a shorter term idea, NVDA will have to be trimmed soon due to size in my portfolio, but plan to keep a full weight for years.
Q: Hi team,
Can I get your thoughts on Workiva (WK)?
(I did a search prior to submitting but could not find any questions asked on this company).
From your Companies page, most of their Profitability Ratios are negative, they have a 3 year/5 year growth of 16% and 18% resp. Their ROE is 385%... which got my attention.
How do they stack up to their peers in the same industry (cloud computing)?
Assuming a well diversified portfolio, would this be a good initial buy at a 1/2 position?
Their 3 month, 52 weeks and YTD has had impressive % gains so it seems like momentum is on their side here.
From their last reporting period, forward guidance seemed quite positive.
Cheers,
Steve
Can I get your thoughts on Workiva (WK)?
(I did a search prior to submitting but could not find any questions asked on this company).
From your Companies page, most of their Profitability Ratios are negative, they have a 3 year/5 year growth of 16% and 18% resp. Their ROE is 385%... which got my attention.
How do they stack up to their peers in the same industry (cloud computing)?
Assuming a well diversified portfolio, would this be a good initial buy at a 1/2 position?
Their 3 month, 52 weeks and YTD has had impressive % gains so it seems like momentum is on their side here.
From their last reporting period, forward guidance seemed quite positive.
Cheers,
Steve
Q: Sold shop at 240 awhile back. It has made a big gain. Should I buy in or should I wait for a fall back.
T steve
T steve
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Vanguard Information Technology ETF (VGT $694.17)
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Fidelity Technology Innovators Fund Series B (FID297 $121.71)
Q: What is your opinion on this fund? With their high MER, do you suggest another fund or ETF with comparable or better,
Thanks
Thanks