Q: i own both, if team owns a piece of slack and with slack going public in next 3 weeks and in all probability will open much higher, why do you seem to prefer ayx over team.dave
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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: Please explain if Atlassian Corp stock price be affected after SLACK IPO . When will be the IPO date ? Is it investable ? Is Atlassian recent stock price too expensive ? Thanks a lot.
- Open Text Corporation (OTEX)
- Atlassian Corporation (TEAM)
- Alteryx Inc. Class A (AYX)
- Tableau Software Inc. Class A (DATA)
Q: Hi
Looking for an alternative to AYX since am not able to invest in AYX. Anything in similar business with similar outlook for the stock?
Thanks
Looking for an alternative to AYX since am not able to invest in AYX. Anything in similar business with similar outlook for the stock?
Thanks
Q: You have 10K US to invest. Which two US stocks would you invest in today? and why? (~10 yr period).....The trade war in the US is making stocks unstable, in my mind this is temporary until they get things figured out...Do you see US stocks continuing to fall over this trade issue or level out as everyone figures out the sky is not falling? I know this will be just a speculation but I like your take on world events! Thanks Guys I appreciate everything you do daily!!!
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Atlassian Corporation (TEAM)
- Veeva Systems Inc. Class A (VEEV)
- The Trade Desk Inc. (TTD)
- Rapid7 Inc. (RPD)
- Alteryx Inc. Class A (AYX)
- Tinkerine Studios Ltd. (TTD)
Q: Please comment on the impact of recent US China tariff & Huawei development on these stocks. Which will suffer long term adverse effect ? Most come down a lot on May 20. Thanks a lot.
Q: Hello team,
Would you please compare and contrast these two SAAS companies. I appreciate it if you can comment on their moat and and market as well as competition, quality of business, current valuation, momentum, and financial strength.
I know you like them both, but I have money only for one and I am wondering which one has more torque and a brighter future, for it is current growth is going to only accelerate further.
Thank you very much indeed for being the referee here.
Would you please compare and contrast these two SAAS companies. I appreciate it if you can comment on their moat and and market as well as competition, quality of business, current valuation, momentum, and financial strength.
I know you like them both, but I have money only for one and I am wondering which one has more torque and a brighter future, for it is current growth is going to only accelerate further.
Thank you very much indeed for being the referee here.
Q: thanks for the timely (trade) comment late last week about TEAM...today, with the US sell off, it is down 3% plus.....again, thanks ....Tom
Q: I just want to thank you. I had asked for a "swing" Trade and you were bang on with TEAM. What should I watch for in order to shave some of my profit? Again...thank you
Q: Bought Sq at the high last summer, then bought Team at the low. Would you take Team profits to add to Sq. Team is currently at 7% and Sq at 4% of my RRSP portfolio.
Thanks Peter.
Thanks Peter.
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Atlassian Corporation (TEAM)
- Zoom Video Communications Inc. (ZM)
Q: Please explain the price surge of Atlassian corp today May 8.
Please comment on the earning release of Spin Master, what should investors do ? Is Zoom Video Communication a buy now with the big price increase after IPO ? What is the reasonable entry point ? Thanks for your excellent service.
Please comment on the earning release of Spin Master, what should investors do ? Is Zoom Video Communication a buy now with the big price increase after IPO ? What is the reasonable entry point ? Thanks for your excellent service.
Q: My swing trade swung the wrong way quickly, down 10% in short order. I have been know to turn swing trades into long term holding to recoup my capitol. Whats your thoughts considering recent earnings and current market back drop, bail, or hold?
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOGL)
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- Verizon Communications Inc. (VZ)
- Atlassian Corporation (TEAM)
Q: Hi There,
I am currently looking at adding one US stock to my RRSP account. I currently have JPM, VTI and IWO in the account. Of the above listed stocks or any others you feel would be a better fit, which would you recommend? Timeframe is 10 plus years.
Thank You,
I am currently looking at adding one US stock to my RRSP account. I currently have JPM, VTI and IWO in the account. Of the above listed stocks or any others you feel would be a better fit, which would you recommend? Timeframe is 10 plus years.
Thank You,
- Sylogist Ltd. (SYZ)
- Photon Control Inc. (PHO)
- Apple Inc. (AAPL)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Atlassian Corporation (TEAM)
Q: Hi guys, thanks for the excellent service and continued improvements. I find the new Portfolio Analytics section very helpful. Long winded question here so please deduct as many credits as you see fit.
I am overweight in tech, at 40% overall. I have 40% tech in both my RRSP and TFSA.
The biggest names I have are AAPL 9%, TEAM 6%, and NVDA 6%. All of those are held in the US side of my RRSP.
I have a mix of 15 stocks in my TFSA, roughly equal weighting. The tech holdings in there are PHO, KXS, CSU, SYZ, SHOP. Each comprises about 6% of the TFSA but just over 1% of overall holdings.
I am 7-8% underweight in:
consumer defensive,
communication services,
industrials,
utilities.
I feel I should trim back or sell at least one of AAPL, TEAM or NVDA but hard to given they have all been growing and have potential to grow further. Are there any obvious choices to cut or pull back here? Can you please suggest at least one name from each of the following sectors:
consumer defensive,
communication services,
industrials,
utilities.
thanks !
Mark
I am overweight in tech, at 40% overall. I have 40% tech in both my RRSP and TFSA.
The biggest names I have are AAPL 9%, TEAM 6%, and NVDA 6%. All of those are held in the US side of my RRSP.
I have a mix of 15 stocks in my TFSA, roughly equal weighting. The tech holdings in there are PHO, KXS, CSU, SYZ, SHOP. Each comprises about 6% of the TFSA but just over 1% of overall holdings.
I am 7-8% underweight in:
consumer defensive,
communication services,
industrials,
utilities.
I feel I should trim back or sell at least one of AAPL, TEAM or NVDA but hard to given they have all been growing and have potential to grow further. Are there any obvious choices to cut or pull back here? Can you please suggest at least one name from each of the following sectors:
consumer defensive,
communication services,
industrials,
utilities.
thanks !
Mark
Q: Hi gang.
TEAM dropped 8% after hours. I just bought some 2 days ago for a trade. Do you see any alarm bells which would have caused this?
Much thanks
TEAM dropped 8% after hours. I just bought some 2 days ago for a trade. Do you see any alarm bells which would have caused this?
Much thanks
Q: Would you take a short term trade position on XPO with the "gambling" portion of your account? If not, do you have a better idea? I own NVDA and MU already, MU is a shorter term idea, NVDA will have to be trimmed soon due to size in my portfolio, but plan to keep a full weight for years.
Q: Any reason for the big drop in TEAM today
- Boyd Group Income Fund (BYD.UN)
- Atlassian Corporation (TEAM)
- Alteryx Inc. Class A (AYX)
- Guardant Health Inc. (GH)
Q: Looking to purchase a position in something (sector or weight not important) with good growth potential over 2-5 years looking for both US and CDN opportunities. Two names popped up recently on my radar TRQ and Chemtrade . Realize that both are completely different and would like your opinion on both and recommendations of 3-4 alternatives. Feel free to deduct credits as required.
Cheers
Alex
Cheers
Alex
Q: Good Morning,
What would be your top 2 or 3 picks for cloud space investments in the USA and Canada?
Thank you!
David
What would be your top 2 or 3 picks for cloud space investments in the USA and Canada?
Thank you!
David
- Atlassian Corporation (TEAM)
- Workday Inc. (WDAY)
- The Trade Desk Inc. (TTD)
- Splunk Inc. (SPLK)
- Alteryx Inc. Class A (AYX)
Q: Hi team,
As you know from my questions, I like tech and am a growth investor. I do own some lower beta non-tech stocks as a counter-balance; I just don’t ask a lot of questions on them. The cloud is working these days, with a few normal hiccups. I follow a ton of stocks in the space, so I will ask about five (down from ten) that were bid very high going into earnings, that is, TEAM, TTD, SPLK, AYX, WDAY. Earnings and guidance, as far as I can recall were great, yet the stocks sold off. I attribute it to normal profit taking after big run-ups. I own TTD and TEAM. I owned WDAY in the past, but sold it prematurely. I am a bit shocked and impressed today how AYX shot up about 5% when the market had an awful day. I could see no news on that on the websites I check. Any reason for that? How would you rank these five for growth prospects over the next several years and are there any red flags or undue risks for any so that you would avoid that company?
Thanks again,
Dave
As you know from my questions, I like tech and am a growth investor. I do own some lower beta non-tech stocks as a counter-balance; I just don’t ask a lot of questions on them. The cloud is working these days, with a few normal hiccups. I follow a ton of stocks in the space, so I will ask about five (down from ten) that were bid very high going into earnings, that is, TEAM, TTD, SPLK, AYX, WDAY. Earnings and guidance, as far as I can recall were great, yet the stocks sold off. I attribute it to normal profit taking after big run-ups. I own TTD and TEAM. I owned WDAY in the past, but sold it prematurely. I am a bit shocked and impressed today how AYX shot up about 5% when the market had an awful day. I could see no news on that on the websites I check. Any reason for that? How would you rank these five for growth prospects over the next several years and are there any red flags or undue risks for any so that you would avoid that company?
Thanks again,
Dave
- Block Inc. Class A (SQ)
- Atlassian Corporation (TEAM)
- Box Inc. Class A (BOX)
- Heartbeam Inc. (BEAT)
- Rapid7 Inc. (RPD)
- Alteryx Inc. Class A (AYX)
- Elastic N.V. (ESTC)
Q: I realize I am veering off course here, but would appreciate if you could rate the following US stocks from a growth perspective. The time frame would be 5 to 8 years - best to worst. Feel free to add if you wish. Thank you.