Q: Wanted to ask your thoughts on this name. Keep reading advertising will be impacted but longer term their model seems to hold weight. Being isolated, many hours is spent on various streaming platforms along with web surfing. Also, no one is really focused on the election but I suspect once covid19 has peaked and stabilized it will become a larger focus driving an up take for TTD.
You can view 2 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- United Rentals Inc. (URI)
- Atlassian Corporation (TEAM)
- Ulta Beauty Inc. (ULTA)
- Fortinet Inc. (FTNT)
- ServiceNow Inc. (NOW)
- The Trade Desk Inc. (TTD)
- Roku Inc. (ROKU)
- Stitch Fix Inc. (SFIX)
- Alteryx Inc. Class A (AYX)
Q: I own all of the above stocks in the 'growth' portion of a well balanced portfolio. I don't need to sell any and the volatility doesn't bother me. Are there any I should sell because their fundamentals have changed in this correction? Any I should add too?
Q: Hi Folks,
I'm looking to harvest a loss in this account which has a June 30 year end. I have substantial losses in both named companies. In your opinion is this a good plan? Should I re-purchase either or both in 30 days?
Thanks for your help.
Dennis
I'm looking to harvest a loss in this account which has a June 30 year end. I have substantial losses in both named companies. In your opinion is this a good plan? Should I re-purchase either or both in 30 days?
Thanks for your help.
Dennis
- Constellation Software Inc. (CSU)
- Enghouse Systems Limited (ENGH)
- Kinaxis Inc. (KXS)
- Atlassian Corporation (TEAM)
- The Trade Desk Inc. (TTD)
Q: What are your growth favourite companies with no debt and/or strong balance sheets that have low PEG ratios in CAD and USD? I understand there is minimal earnings visibility going forward so best guess is appreciated using companies that you expect to survive and eventually thrive. Thanks
Q: Hi,
I’m working on a high quality shopping list during this downturn. We have enough money to start a new positions in either:
1) TEAM or TTD.?
2) NKE or ULTA?
Which companies are a better choice and why?
Thanks and stay healthy,
Kerri
I’m working on a high quality shopping list during this downturn. We have enough money to start a new positions in either:
1) TEAM or TTD.?
2) NKE or ULTA?
Which companies are a better choice and why?
Thanks and stay healthy,
Kerri
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Microsoft Corporation (MSFT)
- Salesforce Inc. (CRM)
- The Trade Desk Inc. (TTD)
- Alteryx Inc. Class A (AYX)
- Guardant Health Inc. (GH)
Q: Hi 5i Team,
In this crazy market, your opinion is very appreciated. I listed my holdings in both US and CA. Are you seeing any stock in the list concerning ( fundamentals changed or poor balance sheet etc) with SELL recommendation even with a loss. These are hold in 2 tfsa and the investments are 5+ years. These companies are hold with 4 diversified etfs and follow the markets and nothing to do about them and i'm always with 6 to 8% cash with "see and wait mode".
USA: MSFT,V,CRM,AMZN,ADBE,TTD,GH,AYX,DXCM,ISRG,AVLR
CANADA: ATD-B.TO,BAM-A.TO,TRI.TO,LSPD.TO,ECN.TO, REAL.TO, CAE.TO
TFII.TO,SHOP.TO, WSP.TO, PBH.TO, DSG.TO, KXS.TO, PLC.TO,GSY.TO
BYD.TO, CSU.TO, PEO.VN
Thanks for help with this"Knocking Out market"
In this crazy market, your opinion is very appreciated. I listed my holdings in both US and CA. Are you seeing any stock in the list concerning ( fundamentals changed or poor balance sheet etc) with SELL recommendation even with a loss. These are hold in 2 tfsa and the investments are 5+ years. These companies are hold with 4 diversified etfs and follow the markets and nothing to do about them and i'm always with 6 to 8% cash with "see and wait mode".
USA: MSFT,V,CRM,AMZN,ADBE,TTD,GH,AYX,DXCM,ISRG,AVLR
CANADA: ATD-B.TO,BAM-A.TO,TRI.TO,LSPD.TO,ECN.TO, REAL.TO, CAE.TO
TFII.TO,SHOP.TO, WSP.TO, PBH.TO, DSG.TO, KXS.TO, PLC.TO,GSY.TO
BYD.TO, CSU.TO, PEO.VN
Thanks for help with this"Knocking Out market"
Q: Hi 5i Crew,
I have the funds to purchase a position in one of either NVDA, TEAM or TTD (in a fairly diversified portfolio). Considering the recent pullback and economic deterioration due to covid19, what is your take on these companies short and long term? Would it be prudent to jump in now with depressed valuations? Thanks in advance.
I have the funds to purchase a position in one of either NVDA, TEAM or TTD (in a fairly diversified portfolio). Considering the recent pullback and economic deterioration due to covid19, what is your take on these companies short and long term? Would it be prudent to jump in now with depressed valuations? Thanks in advance.
Q: Can you please explain how the businesses of TTD and RUBI are similar or different? I own TTD and would like your advice on whether RUBI is a good add at or below $8
Thanks!
Thanks!
- NVIDIA Corporation (NVDA)
- AltaGas Ltd. (ALA)
- Methanex Corporation (MX)
- Alaris Equity Partners Income Trust (AD.UN)
- Ag Growth International Inc. (AFN)
- The Trade Desk Inc. (TTD)
Q: Hello Peter,
Looking for your opinion.
Could you please rank the following stocks highest to lowest for total return between now and the US election.
ALA TTD NVDA AD AFN and MX.
And if I may, what are your odds on a federal election in Canada this year?
Thank you.
Regards
Looking for your opinion.
Could you please rank the following stocks highest to lowest for total return between now and the US election.
ALA TTD NVDA AD AFN and MX.
And if I may, what are your odds on a federal election in Canada this year?
Thank you.
Regards
Q: Peter I was an adviser for 30 years and you were always the person from sprott that I looked for for advice the world is not ending so should we buy some aapl ttd shop
- Bank of Nova Scotia (The) (BNS)
- Descartes Systems Group Inc. (The) (DSG)
- Great Canadian Gaming Corporation (GC)
- Kinaxis Inc. (KXS)
- Magna International Inc. (MG)
- The Trade Desk Inc. (TTD)
Q: Appears this is a good time to prune stocks for tax loss to then buy best in class. Would you pls. offer your best choices in various or obvious.
Q: Please comment on ttd earnings. I hold the stock and have calls on it expiring next week. Thank you.
Q: Could you please advise what earnings expectations are for TTD?
Thank you, Peter
Thank you, Peter
Q: Hi Team,
I am thinking adding TTD. Is this a good time to buy?
Thanks!
I am thinking adding TTD. Is this a good time to buy?
Thanks!
- The Trade Desk Inc. (TTD)
- Paycom Software Inc. (PAYC)
- Alteryx Inc. Class A (AYX)
- Zoom Video Communications Inc. (ZM)
- CrowdStrike Holdings Inc. (CRWD)
- Datadog Inc. (DDOG)
Q: I own these 6 u.s. tech stocks. What are your thoughts on each?
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOGL)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Raytheon Technologies (UTX)
- The Trade Desk Inc. (TTD)
Q: In response to the question by Satish, your suggestion was to look at tech growth stocks for a faster recovery. I had been considering TTD, NVDA, MSFT, GOOGL ,AMZN, COST and UTX before the correction; waiting for pullback. While UTX and COST have held up the others have dropped by varying degrees.
Could you please suggest your order of preference to buy in this volatile period.
As always, value your opinion.
Regards
Could you please suggest your order of preference to buy in this volatile period.
As always, value your opinion.
Regards
Q: My question relates to a stock like TTD (which I have been in and out of) vs holding SIS. I do own SIS and believe it will eventually get somewhere. The dividend while waiting is nice. The ask today is whether you would advocate being out of SIS so as to deploy into something like TTD, AYX or even to start a new position in SHOP if the pull back gets more aggressive? The assumption is that it's either SIS or one of the above mentioned stocks but not both.
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- QUALCOMM Incorporated (QCOM)
- Medtronic plc. (MDT)
- Atlassian Corporation (TEAM)
- The Trade Desk Inc. (TTD)
- Alteryx Inc. Class A (AYX)
Q: I was wondering what US stocks will do well in the short term.
-Jay
-Jay
Q: Re Acuityads are you aware of any reason/news for the rising stock price today.
Thanks
John
Thanks
John
Q: I have neither Telaria or Rubicon Proj. but I would like to start a position. With the merger between them how would you play this? Buy both before the merger or buy one and why. What happens after the merger? Do you think the merger makes good sense ?
Thanks, Peter
Thanks, Peter