Q: Is 5G going to be an investment opportunity for us? Any company recommendations?
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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: Good day,
You had a fairly neutral comment on ZEBRA (ZBRA) two years ago. Has your view changed since then ?
It seems difficult to find interesting stock (high potential growth, reasonably secure) in the industrial sector now. Would AVAV, BOOM, NSP, NVEE be good choices or what else you recommend ?
Many many thanks,
JD
You had a fairly neutral comment on ZEBRA (ZBRA) two years ago. Has your view changed since then ?
It seems difficult to find interesting stock (high potential growth, reasonably secure) in the industrial sector now. Would AVAV, BOOM, NSP, NVEE be good choices or what else you recommend ?
Many many thanks,
JD
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Photon Control Inc. (PHO $3.60)
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Adobe Inc. (ADBE $338.76)
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Amazon.com Inc. (AMZN $219.30)
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Meta Platforms Inc. (META $713.78)
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Alphabet Inc. (GOOG $238.56)
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Micron Technology Inc. (MU $184.19)
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NVIDIA Corporation (NVDA $188.53)
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Constellation Software Inc. (CSU $3,966.03)
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Kinaxis Inc. (KXS $183.90)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $215.88)
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Block Inc. Class A (SQ)
Q: Hi !
I invest mostly in growth stocks but with 28% of my portfolio in tech, I may be overloaded in this sector. My present holdings are: CSU (2.7%) PHO (2.5%) KXS (3.2%) SHOP (3.5%) ADBE (3.1%) FB (2.7%) GOOG (2.6%) MU (1.8%) NVDA (2.2%) SQ (3.%). If I were to reduce the number of holdings as well as my tech %, on which stocks would you suggest to concentrate, identifying those with most growth potential and those more risky ? Are there any other stocks better suited to my goal ? Or should I stay the course here ?
Thank you for your good attention,
JD
I invest mostly in growth stocks but with 28% of my portfolio in tech, I may be overloaded in this sector. My present holdings are: CSU (2.7%) PHO (2.5%) KXS (3.2%) SHOP (3.5%) ADBE (3.1%) FB (2.7%) GOOG (2.6%) MU (1.8%) NVDA (2.2%) SQ (3.%). If I were to reduce the number of holdings as well as my tech %, on which stocks would you suggest to concentrate, identifying those with most growth potential and those more risky ? Are there any other stocks better suited to my goal ? Or should I stay the course here ?
Thank you for your good attention,
JD
Q: Can you comment on the Chinese court temporarily banning MU chip sales. Should I still hold or time to sell? Thanks
Q: I bought a small position of ICHR @$33.50 base on its low PE and high ROE a few months ago. Unfortunately the share price has behaved poorly with negative momentums. Please advise if the stock is worth for continue hold and possible reasons for poor performance. Thank you.
Bill
Bill
Q: CDAY has been on my radar since the IPO. I know that Lululemon uses the"dayforce" software for managing employee scheduling and forecasting labour needs. How long would you usually allow a company to trade after an IPO before getting interested. Where did the IPO come out and what do you think of the current valuation and future growth potential. What is your opinion of the balance sheet.
Thanks team,
Thanks team,
Q: Could I have your opinion on this company would this pullback 10% be a good time for a half position do you think they have a long runway of growth and are they considerably cheaper than Amazon on a EPS basis thanks for professional service Greg
Q: Any reason why SHOP is dropping big today, again?
Q: In a response to Albert yesterday you stated: "If one had, say, 25% tech on their own and 20% S&P ETFs, then total exposure would be 30%+, of course." It was not clear to me what you think a reasonable overall tech weighting would be for a portfolio.
Thank you.
Thank you.
Q: I’ve held CGNX for a year and have watched it go to $72 and now down to $44.
Is it worth continuing to hold for growth in a balanced portfolio?
Is it worth continuing to hold for growth in a balanced portfolio?
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CI Tech Giants Covered Call ETF (TXF $22.72)
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First Trust AlphaDEX U.S. Technology Sector Index ETF (FHQ $114.46)
Q: Is there an ETF with similar holdings to TXF but is NOT hedged. Thanks
Q: Can you please comment on the earning release.
Thanks
Thanks
Q: What do you think of TXF ?
Q: Good Morning Team,
Which one is a sure bet, CRM or SHOP? Which one offers stable growth, good management and strong moat? Which one you choose for a long term hold?
Thank you for your helpful insights as always!
Which one is a sure bet, CRM or SHOP? Which one offers stable growth, good management and strong moat? Which one you choose for a long term hold?
Thank you for your helpful insights as always!
Q: Could you please comment on their results.
Thanks,
Milan
Thanks,
Milan
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Constellation Software Inc. (CSU $3,966.03)
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PowerShares S&P SmallCap Information Tech Ptf (PSCT $53.31)
Q: I look after my daughter’s TFSA and Investment accts. Her weight in technology is 10% with one stock (KXS 5% weight) plus QQQ with tec portion about 5% of her portfolio. Looking for one more CDN tec stock plus preferably a non hedged ETF for additional US Tec exposure. Her holding period should be about 10 years. Help.
Q: Hello Team,
Could you analyse this company for me please? Would you recommend it over kxs?
Thank You,
Barry
Could you analyse this company for me please? Would you recommend it over kxs?
Thank You,
Barry
Q: Peter and His Wonder Team
I have been following this company for some time as a more contrarian play. I realize the company is in transition with new directions, executive personnel and that the last quarter was a big miss. So today they hit a new annual low. Your thoughts please. Does this price seem like a good entry point or is more patiences required. On the other hand am I just looking for trouble? Ha! Ha!
With respect and thanks...
Ernest
I have been following this company for some time as a more contrarian play. I realize the company is in transition with new directions, executive personnel and that the last quarter was a big miss. So today they hit a new annual low. Your thoughts please. Does this price seem like a good entry point or is more patiences required. On the other hand am I just looking for trouble? Ha! Ha!
With respect and thanks...
Ernest
Q: I was wondering what your thoughts are on Blackberry? Although there has been some questions concerning his remuneration package it appears Mr Chen has turn around this company quite nicely. Thoughts on a small investment in an RRSP?
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Photon Control Inc. (PHO $3.60)
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Constellation Software Inc. (CSU $3,966.03)
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Box Inc. Class A (BOX $32.89)
Q: What are your top 3 technology stocks for growth that are good buys today?
Thank you.
Thank you.