Q: Wondering if for maximum growth, should I continue to own NVDA or switch to GOOG. Own in TFSA and enjoy some high risk since the low risk income stocks are in cash account. Thanks so much.
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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: PureCycle Technologies, Inc. (PCT) and Rekor Systems, Inc. (REKR)
I'm not sure if you've ever heard of either of these two companies listed on the NASDAQ. I'm always on the look-out for "moaty companies". Would you have any opinion on these two?
You can get Michael Taylor's view here between minutes 35:00 and 46:30........
https://www.youtube.com/watch?v=VmIV5sluKOg
Thanks.
I'm not sure if you've ever heard of either of these two companies listed on the NASDAQ. I'm always on the look-out for "moaty companies". Would you have any opinion on these two?
You can get Michael Taylor's view here between minutes 35:00 and 46:30........
https://www.youtube.com/watch?v=VmIV5sluKOg
Thanks.
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Applied Materials Inc. (AMAT $162.22)
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Broadcom Inc. (AVGO $294.91)
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NVIDIA Corporation (NVDA $175.64)
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Advanced Micro Devices Inc. (AMD $166.55)
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iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $245.15)
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SEACOR Marine Holdings Inc. (SMHI $6.08)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $232.70)
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VanEck Vectors Semiconductor ETF (SMH $290.87)
Q: Can you please give me your thoughts on what stocks or ETF's you like in the semiconductor space? Thanks
Q: What are your thoughts on taking a position in CoStar? They seem to be the fuel companies need when making real estate decisions.
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Lockheed Martin Corporation (LMT $441.10)
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Maxar Technologies Inc. (MAXR $70.54)
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MDA Space Ltd. (MDA $44.76)
Q: Hello. Thoughts on this one? How does it stack up to Maxar and do you prefer one over the other? Would you be buyers of either?
Q: I have owned BBY for a few years now and it has done reasonably well. Curious on your long term view for the company and if you would continue to hold or switch to another name with a similar dividend. Currently have a position in Costco, HD, AMZN, PBH, ATD.B and MG for consumer names.
Thank you
Thank you
Q: does this company have anything special ?
Q: Any thoughts on the MS opinion on BFAM causing it to fall 10%
Q: Can I please get your thoughts on Renewable Energy Group? Thanks
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Roper Technologies Inc. (ROP $532.59)
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Xylem Inc. New (XYL $141.83)
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MasTec Inc. (MTZ $175.26)
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Jacobs Solutions Inc. (J $147.76)
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Trane Technologies plc (TT $428.79)
Q: As retired farmers we have owned Caterpillar, Cummins and John Deere in our industrial sector for many years. We prefer companies to which we can understand and relate.
Have you suggestions of additional larger solid U.S. industrial companies with growth potential? We also are shareholders of aerospace sector companies NOC and RTX.
Thank you so much for your great service!!!
brian
Have you suggestions of additional larger solid U.S. industrial companies with growth potential? We also are shareholders of aerospace sector companies NOC and RTX.
Thank you so much for your great service!!!
brian
Q: In answering another question you indicated price appreciation was likely already baked in for MRNA however at 6x earnings, a huge cash position, people not willing to get vaccines and the probability of ongoing covid variants, is this stock not a screaming buy? Your analysis please.
Q: A computer science friend of my in Israel mentioned Playtika (PLTK) a recent IPO involved in game development. Apparently it has a very capable team. Can you offer your view on the company.
Your insight is much appreciated, Peter
Your insight is much appreciated, Peter
Q: Hello,
Could you asses how much is the recent ICHR stock run-up based on expected fundamentals vs pure speculation?
Do you still feel UCTT is a good company to invest in?
Could you asses how much is the recent ICHR stock run-up based on expected fundamentals vs pure speculation?
Do you still feel UCTT is a good company to invest in?
Q: I’m underweight in the health care sector. What is your opinion of adding SKY to my U$ Unregistered account or do you have any other suggestions either U$ Or C$ account.
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Snap Inc. Class A (SNAP $7.18)
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IDEXX Laboratories Inc. (IDXX $636.71)
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Appian Corporation (APPN $29.73)
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The Trade Desk Inc. (TTD $52.53)
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Fastly Inc. Class A (FSLY $7.41)
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Digital Turbine Inc. (APPS $3.97)
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Lemonade Inc. (LMND $57.20)
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Palantir Technologies Inc. (PLTR $157.75)
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Airbnb Inc. (ABNB $126.00)
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Skillz Inc. Class A (SKLZ $8.60)
Q: What do you think of these stocks long term 3 yrs. Buy , Sell or Hold ?
Q: Haven't heard much about Alteryx lately. I'm thinking of adding it to my portfolio. Do you think this is a good time to start a position? Also, could you give me a concrete example of a company that. would use its service and how that would help the company to become more successful?
Q: What are your thoughts on AMWL at this much lower price?
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Bristol-Myers Squibb Company (BMY $48.34)
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Johnson & Johnson (JNJ $177.80)
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Merck & Company Inc. (MRK $84.93)
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Pfizer Inc. (PFE $25.32)
Q: i have held this for about 5 years and it has basically done nothing despite all the promises from management for change/consolidation etc. Would you support continuing to hold or am i better switching to a better growth name. i am retired so i like a bit of income in addition to share price appreciation. i already own ABBV and MDT and do not want to add to these positions. i am better off in Merck or PFE?
Q: Would you see any possible long term value in this company which fell by more than half following the insolvency of a large holder of the stock. Looks like the fundamentals have not changed really. Your thoughts?
Thank you.
Thank you.
Q: What is your opinion of this company trading at 6x pe and 20% roi ? Is it a buy now?