Q: Is this a good entry point to start a position in UCTT?
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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: Would you consider this a buy now and is this a hold and forget stock?
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Roku Inc. (ROKU)
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Plug Power Inc. (PLUG)
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Okta Inc. (OKTA)
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Guardant Health Inc. (GH)
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CrowdStrike Holdings Inc. (CRWD)
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Snowflake Inc. Class A (SNOW)
Q: I hold the above six securities in a taxable account in less than half positions. On a tax neutral basis I could sell OKTA,SNOW,GH and PLUG and split the proceeds between ROKU and CRWD to bring them to larger positions. These investments are part of a relatively agressive taxable portfolio.
Two questions - firstly, if you could rank the 6 stocks in accordance with your preference. Secondly, do you think my proposal would create a meaningful stronger position for growth.
Thanks,
Terry
Two questions - firstly, if you could rank the 6 stocks in accordance with your preference. Secondly, do you think my proposal would create a meaningful stronger position for growth.
Thanks,
Terry
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NVIDIA Corporation (NVDA)
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Veeva Systems Inc. Class A (VEEV)
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Roku Inc. (ROKU)
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Pinterest Inc. Class A (PINS)
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CrowdStrike Holdings Inc. (CRWD)
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Celsius Holdings Inc. (CELH)
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Magnite Inc. (MGNI)
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Palantir Technologies Inc. (PLTR)
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Unity Software Inc. (U)
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HyreCar Inc. (HYRE)
Q: Good day. Looking to deploy some new cash, the above stocks are my present US holdings. Any in this group set to take off that could be added to or any sells in the mix? Recommendations to add to this group?
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QUALCOMM Incorporated (QCOM)
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JPMorgan Chase & Co. (JPM)
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Lockheed Martin Corporation (LMT)
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NextEra Energy Inc. (NEE)
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Procter & Gamble Company (The) (PG)
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Stryker Corporation (SYK)
Q: Can you recommend 5 blue chip U.S. stocks that look attractive right now? I have capital that I'd like to put to work and I currently own AMZN, ABBV, BMY, NVDA and COST. Looking to add some other names. I'm looking at HD on the most recent pullback and JPM.
Thank you,
Jason
Thank you,
Jason
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NVIDIA Corporation (NVDA)
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AbbVie Inc. (ABBV)
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Lockheed Martin Corporation (LMT)
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Roku Inc. (ROKU)
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CrowdStrike Holdings Inc. (CRWD)
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Jacobs Solutions Inc. (J)
Q: Please provide me with your top US picks based on the current market environment.
Thank you
Donna
Thank you
Donna
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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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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Texas Instruments Incorporated (TXN)
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Advanced Micro Devices Inc. (AMD)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: Hi,
I read an article called “The World Relies on One Chip Maker in Taiwan, Leaving Everyone Vulnerable” that appeared on the WSJ.
Apart from TDM, NVDA & INTEL, are there any others names in the industry that you could share or recommend?
Thanks,
I read an article called “The World Relies on One Chip Maker in Taiwan, Leaving Everyone Vulnerable” that appeared on the WSJ.
Apart from TDM, NVDA & INTEL, are there any others names in the industry that you could share or recommend?
Thanks,
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American Tower Corporation (REIT) (AMT)
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Crown Castle Inc. (CCI)
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Alexandria Real Estate Equities Inc. (ARE)
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Healthpeak Properties (PEAK)
Q: What do you think of this company and life sciences real estate. Institutional money is starting to flow into the space - wondering if this company is a good buy/how is is valued.
Also, do you know any other ways to get exposure to life sciences real estate or data centres?
Also, do you know any other ways to get exposure to life sciences real estate or data centres?
Q: Is there any specific reason ICHOR Holdings price dropped so much on Friday?
Thnx
Mike
Thnx
Mike
Q: I was looking for reasons on the big sell off in FLTR the other day (when your site was down) and pulled this up. Oddly (to me) DKNG is still trading at a respectable valuation. To me the whole thing sounds horrible. What do you make of it?
https://hindenburgresearch.com/draftkings/
https://hindenburgresearch.com/draftkings/
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NVIDIA Corporation (NVDA)
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Tesla Inc. (TSLA)
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Atlassian Corporation (TEAM)
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Veeva Systems Inc. Class A (VEEV)
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DocuSign Inc. (DOCU)
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Aptiv PLC (APTV)
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iShares Self-Driving EV and Tech ETF (IDRV)
Q: I have small holdings (1 1/2% to 2 1/2% of APTV (+24%)&TSLA(+12.6%) in my TFSA and DOCU(+18.6%), IDRV(+7.77%) & NVDA(+47.29%) in my cash ac over 7 month hold. Looking at adding some more USD and wondering if I should be adding to some of these or buying others. This would be a 3-5 year hold.
Take as many credits as you see fit.
PS: Thanks to you I am up 235% on shopify! Thanks for all you do.
Take as many credits as you see fit.
PS: Thanks to you I am up 235% on shopify! Thanks for all you do.
Q: Hello Everyone at 5i! With the US in sore need of infrastructure construction, what are your thoughts on an investment in NV5Global? Having read your impression of the company in a question posted May2020, has your opinion of the stock changed? Cheers, Tamara
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Regeneron Pharmaceuticals Inc. (REGN)
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AbbVie Inc. (ABBV)
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Merck & Company Inc. (MRK)
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Stryker Corporation (SYK)
Q: Hi Team,
Can you suggest one or two US Pharma company for a long term holding Please !
Thanks as always,
Tak
Can you suggest one or two US Pharma company for a long term holding Please !
Thanks as always,
Tak
Q: Your thoughts on TRIP and would you feel comfortable owning the stock for a long term investment (5-10 years)?
Q: In relation to a Q&A on this name earlier today, I ready on Seeking Alhpa that UTCC was being removed from the Russell Index - not sure if this is true or if it explains the drop. If it is true, any idea on why it was removed? Thanks.
Jason
Jason
Q: UCTT appears to be tumbling last few days, any reason?
Q: Hi Peter,
why DPST is down today? Is it a good buy?
Thank you,
KT
why DPST is down today? Is it a good buy?
Thank you,
KT
Q: Can you please give me an update on this company. Buy, sell or hold.
Thank you
Thank you
Q: Hi,
Please recommend 2 industrials in Canada and 2 in the US that you like for the medium term.(for my rrif)
Thank you
Please recommend 2 industrials in Canada and 2 in the US that you like for the medium term.(for my rrif)
Thank you
Q: My wife owns a company that started using Monday.com last year. I hear her rave about it all the time. I even heard her say she would pay double the fees charged it is so useful. I told her I would buy some stock if it ever went public and here we are... You said its expensive based on the current valuation. Can you please elaborate compared to the competition? The stock shot up and I don't want to get caught in the excitement and overpay. Thanks