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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: I took a half position in CRWD when it was higher than it is now and am wondering about taking the other half position now that it has fallen quite a bit. Wondering what your thoughts are on this at these levels or if you think averaging in is more appropriate at this time. It will be purchased in a TFSA with a long term hold expectation.
Read Answer Asked by Jordan on March 05, 2021
Q: Would you average down and buy more AMT here? I know it is expensive on a valuation basis but is there any other fundamental issues that causes you concern? Do you think Keysight Tech would be a better way to play 5G? Thanks
Read Answer Asked by Martin on March 05, 2021
Q: Question regarding Google's announcement of changes to third party cookies and your thoughts on the potential benefits this may bring for some companies. I know its affecting companies like TTD but wouldnt ROKU benefit because they have their own ecosystem and can see what people watch, search for etc. or a company like FB who can see status's, conversations, group posts about products people still share so much information plus instagram (sharing info between the two). Or a PINS who again has its own ecosystem and can use that data to sell ads on its own site... hope this makes sense.

Also as of right now with the further rotation out of growth, what are your top 5 "buy now" companies that you *could* see rebounding quite nicely when the dust settles.
Read Answer Asked by Michael on March 05, 2021
Q: What is your interpretation of Google's announcement of changes to third party cookies and their effects on online advertisers? From my amateur perspective this looks like an existential risk to the sector and either this or future changes could eliminate them; and google is both a competitor and market regulator via browsing interface standards.
Any guidance is appreciated.
Read Answer Asked by Peter on March 04, 2021
Q: Inside TFSA, could you please suggest the order that you would purchase the following growth stocks: AMZN, NVDA, GOOG, MSFT, TTD, CRWD, U, PLTR. Your insight is much appreciated!
Read Answer Asked by Ching on March 04, 2021
Q: Team, I believe you still have confidence in all 3 stocks listed. My question is in what order would you be adding to? Growth being the main criteria, two year time frame.

thanks
Dave
Read Answer Asked by Dave on March 04, 2021