Q: I am looking at CRSR after their recent earning beat. Do you still consider it “interesting”? How would you compare it to Unity software? Unity is competing with Unreal Engine which game developers like more but I realize Unity is more than gaming. I also have a friend who loves Corsairs products so I am leaning to CRSR. Could you comment on insider ownership and any lockup’s from both of their recent IPOs?
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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: This Canadian company which trades on the Nasdaq has recently had an impressive quarter, followed by a nice run in the SP . Know anything about this electric vehicle manufacturer? I am thinking of a small position now and see where it goes.
Q: Would you buy either or both of these companies at this point in time.
Please give your reasons for liking or not. thank you.
Please give your reasons for liking or not. thank you.
Q: Own this company and do not understand with good numbers etc why the unhappiness? Thank you.
Q: Good day everyone and good job on BNN Peter!
Regarding PLTR, what kind of “runway” do you see on this company and what price potential can one expect?
Thnx in advance!
Regarding PLTR, what kind of “runway” do you see on this company and what price potential can one expect?
Thnx in advance!
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Palo Alto Networks Inc. (PANW)
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Check Point Software Technologies Ltd. (CHKP)
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CrowdStrike Holdings Inc. (CRWD)
Q: Please suggest a few cybersecurity relayed stocks remain reasonably priced for a 3-5year investment. Thanks
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Alteryx Inc. Class A (AYX)
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Avalara Inc. (AVLR)
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Zoom Communications Inc. (ZM)
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Fastly Inc. Class A (FSLY)
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Cerence Inc. (CRNC)
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ZoomInfo Technologies Inc. (ZI)
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Shift4 Payments Inc. Class A (FOUR)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hello 5i,
I've ridden the Tech wave all year to an overweight position in my portfolio.
The above mentioned companies are partial positions that I'm looking eliminate some of.
I have an above average risk tolerance.
Could you please rank these for growth prospects over the next year or two?
Thank you
Dave
I've ridden the Tech wave all year to an overweight position in my portfolio.
The above mentioned companies are partial positions that I'm looking eliminate some of.
I have an above average risk tolerance.
Could you please rank these for growth prospects over the next year or two?
Thank you
Dave
Q: Please comment on the Company and recent quarter vs expectations. Thank you.
Q: Hello Peter,
What was the Data Analytics company you mentioned on BNN during lunch today?
Thanks for the service.
Cheers
What was the Data Analytics company you mentioned on BNN during lunch today?
Thanks for the service.
Cheers
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Atlassian Corporation (TEAM)
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The Trade Desk Inc. (TTD)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Unity Software Inc. (U)
Q: Hi. My daughter is looking to add a US tech stock to a portfolio that follows your balanced portfolio with some added US stocks and International ETFs. She currently owns 4 tech stocks; CSU, LSPD, KXS and NVDA. She is 21 yo and looking for long term growth. We are wondering if U is a better addition than TEAM (I am already following TEAM as I own it, but would consider selling it for a better company as I like to limit myself to following about 35 stocks). Any better suggestions? TTD? We both already own VEEV (under healthcare).
Q: Can u discuss the huge drop in good Rx today
Do u consider it a buy or a compelling buy at this price $33us
Thanks for your opinion
Do u consider it a buy or a compelling buy at this price $33us
Thanks for your opinion
Q: Would you be able to explain the pop in SAFM today?
Tyson Foods has been mentioned as a possible acquirer. They reported good results today. Could this affect a possible acquisition or did SAFM just increase with expectation of a similar good qtr? SAFM reports in mid December.
Thanks for your great insights.
Ian
Tyson Foods has been mentioned as a possible acquirer. They reported good results today. Could this affect a possible acquisition or did SAFM just increase with expectation of a similar good qtr? SAFM reports in mid December.
Thanks for your great insights.
Ian
Q: Hi 5i,
In their latest quarter results, they did beat the estimates. Remdesivir is still a one of the most used drug treatment. My opinion is that it will still be continued to be used for treatment till a better one is found.
Not sure why market is not so excited about the results and future prospects. Can you clarify.
Thanks for your sound advise.
In their latest quarter results, they did beat the estimates. Remdesivir is still a one of the most used drug treatment. My opinion is that it will still be continued to be used for treatment till a better one is found.
Not sure why market is not so excited about the results and future prospects. Can you clarify.
Thanks for your sound advise.
Q: I hold Costco in my TFSA and with the news of a special dividend I am debating on selling ahead and rebuying after to avoid losing 15% withholding tax as I am assuming a special dividend is subject to the same 15% withholding treatment. Thanks
Q: Can you please comment on the Guardant Health quarterly earnings, as well as their proposed convertible debt issue? The market was not happy and I am wondering if this is an opportunity to add? Thanks as always for your terrific guidance.
Q: do you subscribe to the recent trend in Blockchain investment sector and if so what companies do you see being potential strong companies in that sector moving forward?
Is Sq still a buy?
Thanks, Lesley
Is Sq still a buy?
Thanks, Lesley
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Enghouse Systems Limited (ENGH)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Atlassian Corporation (TEAM)
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Real Matters Inc. (REAL)
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DocuSign Inc. (DOCU)
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Avalara Inc. (AVLR)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Unity Software Inc. (U)
Q: Could you please rank above Tech stocks in order of preference that you would purchase or hold right now. I have all except CRWD and U, but they seem to be coming up in your lists more frequently.
Q: Morning guys :
Please comment on recent results .
Thx
Mark
Please comment on recent results .
Thx
Mark
Q: Hi Peter and Gang,
GH's share dropped by more than 10% today, what would you attribute this decline to? Also please comment on this company going forward and whether it is a buy, hold or sell now?
Cheers,
GH's share dropped by more than 10% today, what would you attribute this decline to? Also please comment on this company going forward and whether it is a buy, hold or sell now?
Cheers,
Q: Hi team,
If one were adding to one of these positions with new money today which would you likely favour and why? In your view, which has the most torque to a strong upward market and persisting low interest rates?
Thanks
If one were adding to one of these positions with new money today which would you likely favour and why? In your view, which has the most torque to a strong upward market and persisting low interest rates?
Thanks