Q: hi folks, thoughts/opinion of Q1/23 results for Digital Turbine Apps/q....like most beaten tech stocks...numbers & guidance seemed okay..not great...but they are profitable, & company seems to be doing better than others in their Sector...took full positon at $20sh and very happy to hold thru the tech rout...merci beaucoup for all you do...jb Piedmont QC
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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: Does the recent earnings release provide some clarity on EPAM short and longer term? Would you consider it a buy? Thank-you
Q: I was just stopped out of CG on today's ex-dividend date. The stock took a precipitous drop, apparently, due to the announced departure of Kewsong Lee. I realize that this kind of thing happens all the time; however, is there a materially negative issue that should preclude my re-purchase of CG?
Thanks,
David
Thanks,
David
Q: MPW pays a dividend of some 7%. I do hold a small position and am wondering if I should maintain or exit. I like the yield but in the past I have not had capital appreciation success with "high yield" stocks and usually ended with a net loss. I don't see any reason to exit except the high yield is telling me the market knows something I do not. Am I "over-reacting" ? Thanks John
Q: Is starbucks stock a good investment
Q: Can I please get your view on the takeover bid for Atlas (ATCO). As a shareholder I'm tempted to sell but would appreciate your thoughts.
Thanks
Thanks
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PayPal Holdings Inc. (PYPL)
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Twilio Inc. Class A (TWLO)
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Etsy Inc. (ETSY)
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Upstart Holdings Inc. (UPST)
Q: My daughter opened her first TFSA a few years ago. She is planning on using it to save for retirement, so has a very long time horizon. She has 25% in ZSP (S&P 500 ETF) and 15% in XIT (Canadian technology ETF). Together we chose some fun stocks to complete her portfolio. We are happy with most of our picks – Disney (DIS), Crowdstrike (CRWD), Intuitive Surgical (ISRG), Snowflake (SNOW) and CN Rail (CN). But we are wondering about four – Twilio (TWLO), Etsy (ESTY), Paypal (PYPL) and Upstart (UPST). All have dropped since she bought, but what do you think of the longer term potential of these? Would you swap any out? If so, for what?
Thanks,
Kim
Thanks,
Kim
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Adobe Inc. (ADBE)
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Amazon.com Inc. (AMZN)
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Dollar Tree Inc. (DLTR)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Berkshire Hathaway Inc. (BRK.B)
Q: Hi, I am looking for quality US stocks that do not give out a dividend like BRK.B and GOOG and are unlikely to start issuing dividends in the next years. Can you suggest 4-5 other names?
Q: What are your current thoughts on DLO for a growth investment moving forward. A broad view of risk assessment vs growth potential. Thank you
Q: Comments on TWST results please, particularly concerning their path to profitability and the effect on production of their "factory of the future" when completed.
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Analog Devices Inc. (ADI)
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Applied Materials Inc. (AMAT)
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Broadcom Inc. (AVGO)
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Intel Corporation (INTC)
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KLA Corporation (KLAC)
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NVIDIA Corporation (NVDA)
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Marvell Technology Inc. (MRVL)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: Greetings 5i,
What are your thoughts on INTEL? What are your thougths on the domestic tailwinds via Biden Administration and roughly 75B in federal support for domestic chip manufacturers? Seems almost like the industry is being considered a matter of national sercurity in the US and will back the chip makers. Are there other companies who stand to do well in this environment?
Cheers!
What are your thoughts on INTEL? What are your thougths on the domestic tailwinds via Biden Administration and roughly 75B in federal support for domestic chip manufacturers? Seems almost like the industry is being considered a matter of national sercurity in the US and will back the chip makers. Are there other companies who stand to do well in this environment?
Cheers!
Q: SentinelOne (S NYSE) Could not bring this up in your question search.
What is different about it than others in cybersecurity?
Is this a buy?
Thank you.
Thank you.
What is different about it than others in cybersecurity?
Is this a buy?
Thank you.
Thank you.
Q: Can I get the fundamentals on these companies.
How do you see them performing in an inflationary environment.
How do you see them performing in an inflationary environment.
Q: 2 part question:
What did you think of PLTR earnings?
Also, any thoughts on the NVDA news release?
Thank You
What did you think of PLTR earnings?
Also, any thoughts on the NVDA news release?
Thank You
Q: I just received an alert regarding preliminary results for 2nd quarter for NVDA. Not pretty. Sit tight or let it go?
Carl
Carl
Q: Can you comment on the earnings and whether this pullback is a buying opportunity? My concern is that the stock has a premium valuation - would you have other suggestions you prefer in the health care space (pharma or otherwise)? Thanks
Q: What are your thoughts on Iron Mountain REIT? Stock has held up relatively well but I wonder if the dividend is covered - are there alternatives you would suggest? Thanks
Q: i have fairly large positions in both companies.
inmode seems to move higher everyday with huge margins and crox after its earnings seems to be back on track. what is your opinion.dave
inmode seems to move higher everyday with huge margins and crox after its earnings seems to be back on track. what is your opinion.dave
Q: What is your take on SMR? Still early days but future seems bright with the certification. Thanks
Q: Could you comment on Block earning? Would you step in at this level?
Thank you so much!
Have a nice weekend!
Thank you so much!
Have a nice weekend!