Q: In your last article in the financial post, you explained five ways to hedge your portfolio if you think this market has run too far, too fast.... if I want to buy the etf sh, what would be the suggested percentage to allocate compared to the portfolio in your opinion ? 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.
- NVIDIA Corporation (NVDA)
- Alteryx Inc. Class A (AYX)
- CrowdStrike Holdings Inc. (CRWD)
- Snowflake Inc. Class A (SNOW)
Q: Howdy,
AYX seems to be at a crossroad. It may turn things around and resume high growth by upgrading their cloud offering or perhaps be displaced due to their older server based software architecture. Should I sell AYX to initiate a position in NVDA or increase an existing CRWD position? Or just stay put with AYX to see how it turns out? Appreciate your opinion.
Thanks.
AYX seems to be at a crossroad. It may turn things around and resume high growth by upgrading their cloud offering or perhaps be displaced due to their older server based software architecture. Should I sell AYX to initiate a position in NVDA or increase an existing CRWD position? Or just stay put with AYX to see how it turns out? Appreciate your opinion.
Thanks.
Q: Mgni is at all time high, would you buy at current price? Thanks
- Invitae Corporation (NVTA)
- CRISPR Therapeutics AG (CRSP)
- Twist Bioscience Corporation (TWST)
- ARK Genomic Revolution ETF (ARKG)
Q: I currently own some ARKG and CRSP. If you were to buy a few more individual stocks in this space and had a long term time frame and high risk tolerance what would you buy?
Q: I believe MITK earnings are coming out later this week and I’m wondering what your opinion is on picking up a small position before earnings and possibly adding to it after earnings. Do you feel earnings could be better than estimates and maybe it makes more sense to buy a larger position before they come out or just wait and buy after we see the results of their earnings.
Thanks John
Thanks John
Q: I'm hearing a lot more talk about the electrical distribution system and overall infrastructure and how we need to upgrade to handle the greening of the world. Thoughts on companies that will be involved. picks and shovel type. Copper?
Thanks for all you do.
Thanks for all you do.
Q: Hi Team,
Any news behind 11% jump today? and could you tell us what are the risks with PLTR?
Thanks!
Any news behind 11% jump today? and could you tell us what are the risks with PLTR?
Thanks!
Q: Hi 5i team,
I follow a number of communications and 5G stocks. CLFD rose 13% yesterday but I see no news on it. As I understand it, CLFD is more or less a picks and shovels player for fibre networks, providing the glass enclosure. So, I do not know if it has any competitive advantages or not. I just thought I would get your opinion on it. I do not see it in your database.
Thanks again for the insight.
Dave
I follow a number of communications and 5G stocks. CLFD rose 13% yesterday but I see no news on it. As I understand it, CLFD is more or less a picks and shovels player for fibre networks, providing the glass enclosure. So, I do not know if it has any competitive advantages or not. I just thought I would get your opinion on it. I do not see it in your database.
Thanks again for the insight.
Dave
Q: I am short US and international exposure. I currently have a small USD trading account with 5 US stocks representing 10% of my portfolio. I have another 10% in my Cdn account in XQQ and VMO for a total of 20% US exposure, mostly in non-registered accounts.
I am wondering about selling FTNT or URI to buy NVDA. Or I could exchange for more USD and just buy NVDA. I would like your thoughts on the future growth of FTNT or URI vs NVDA, or should I own all 3 and accept the $ exchange charge to get more US exposure?
Currently FTNT is up slightly in my account, and URI has a 50% capital gain.
Thanks for your advice.
I am wondering about selling FTNT or URI to buy NVDA. Or I could exchange for more USD and just buy NVDA. I would like your thoughts on the future growth of FTNT or URI vs NVDA, or should I own all 3 and accept the $ exchange charge to get more US exposure?
Currently FTNT is up slightly in my account, and URI has a 50% capital gain.
Thanks for your advice.
Q: Can I please have your thoughts on Nexen energy. Do you see more upside? Thank You.
Q: HON has done reasonably well and now seems fully valued. CFRA has a sell rating on it and RBC-DI lowered its its opinion on HON’s share price appreciation in November. Would you sell HON, and if yes, why please? Please ignore tax impact. If you would hold, why please? If you would sell, would you replace with another US industrial and if yes, which one(s), given the generally toppy valuations today.
Q: What are you thoughts?
Q: Hi,
Your views on BAX-N on long term. Do you prefer any other name over BAX-N in health sector?
Thanks
Piyush
Your views on BAX-N on long term. Do you prefer any other name over BAX-N in health sector?
Thanks
Piyush
Q: I have been lucky with MS which I accumulated during periods when many analysts seemed to misunderstand the poor thing. MS has become a full position. However when reviewing some analyses following MS’ recent results, opinions read as if they were written by bipolar CFAs. Views seem too divided for me to base a decision on. Is it time for me to trim MS —or best to ignore the noise and keep holding. Please do give your reasoning and I would appreciate very much your updating your response to my September 2, 2020 question on MS.
Q: UPST is up about 16 % today on high volume. I can't find any news. Do you know what may account for the strong move up today?
Q: PLX is an Israeli Bio co. not showing in your system.
I bought a small position 6 months ago as I am very interested in the diseases they are working to try to alleviate and potentially cure. It has gone up in price nicely this week after company update to shareholders.
Would appreciate your views. Is this a hold or worth buying more at this stage. John.
I bought a small position 6 months ago as I am very interested in the diseases they are working to try to alleviate and potentially cure. It has gone up in price nicely this week after company update to shareholders.
Would appreciate your views. Is this a hold or worth buying more at this stage. John.
Q: Good morning team, your thoughts on TTEC for a long-term hold with opportunity for good growth and solid stability.
All the best!
Rob
All the best!
Rob
Q: What are your thoughts on the prospect of Proto Labs and the growth of 3D printing.
Q: Your thoughts on ELYS.Thanks.
Q: IIVI how does this look for a 3 year hold?
Thank You
Thank You