Q: Could you please comment briefly on earnings from the above three stocks. TTD seems to be getting hit, is it because YoY revenue growth is slowing slightly?
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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.
- NVIDIA Corporation (NVDA)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Block Inc. Class A (SQ)
- Atlassian Corporation (TEAM)
- The Trade Desk Inc. (TTD)
- Alteryx Inc. Class A (AYX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Good morning team 5i
All of these stocks are down. Setting aside sector weights and realizing I am asking for a "crystal ball" answer, which of the above do you think has the quickest (6 months to a year) upside? I have a bit of cash for this specific exercise. Much thanks as usual for all you do!
All of these stocks are down. Setting aside sector weights and realizing I am asking for a "crystal ball" answer, which of the above do you think has the quickest (6 months to a year) upside? I have a bit of cash for this specific exercise. Much thanks as usual for all you do!
Q: TTD has been falling from August from its high of 290 to 183 today. It drops more than other technology stock. You have recommended this stock. What is your opinion of it now. Will it recover and how long will it take? Thanks
Cindy
Cindy
- NVIDIA Corporation (NVDA)
- Atlassian Corporation (TEAM)
- The Rubicon Project Inc. (RUBI)
- Real Matters Inc. (REAL)
- The Trade Desk Inc. (TTD)
- Marvell Technology Inc. (MRVL)
- WELL Health Technologies Corp. (WELL)
- Alteryx Inc. Class A (AYX)
- LivePerson Inc. (LPSN)
- Perficient Inc. (PRFT)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- L3Harris Technologies Inc. (LHX)
- Digital Turbine Inc. (APPS)
Q: Hi !
Being overweight in tech (holding those above roughly in equal amounts), could you indicate, in order, which one you would let go to create some cash ? I also hold the following ETFs: igv, vgt, iusg which may create some duplication.
Thanks as always,
Jacques, Île-des-Soeurs
Being overweight in tech (holding those above roughly in equal amounts), could you indicate, in order, which one you would let go to create some cash ? I also hold the following ETFs: igv, vgt, iusg which may create some duplication.
Thanks as always,
Jacques, Île-des-Soeurs
- Atlassian Corporation (TEAM)
- Twilio Inc. Class A (TWLO)
- Veeva Systems Inc. Class A (VEEV)
- The Trade Desk Inc. (TTD)
- Okta Inc. (OKTA)
- Alteryx Inc. Class A (AYX)
Q: AYX, OKTA, TEAM, TTD, TWLO, VEEV
It's clear that software stocks are taking a heavy beating right now. Are there any concerns for recovery and continued growth at the companies above? What sort of expectations might you have for the above stocks down the road at the 1-year, 3-year and 5-year marks?
It's clear that software stocks are taking a heavy beating right now. Are there any concerns for recovery and continued growth at the companies above? What sort of expectations might you have for the above stocks down the road at the 1-year, 3-year and 5-year marks?
- Costco Wholesale Corporation (COST)
- lululemon athletica inc. (LULU)
- The Trade Desk Inc. (TTD)
- Match Group Inc. (MTCH)
Q: I have a small US account and am looking to add a couple of companies to it. I realize that you do not provide extensive coverage of US stocks but would it be possible to recommend a few small to mid cap growth companies with a one to three year time horizon. Sector and volatility are not factors. Thanks.
Q: Can I have your comments on recent results - would you see pullback as a
a good entry point?
a good entry point?
Q: Yiwen's question today.. I believe TTD is trade desk and not Tinkerine studios.
- Costco Wholesale Corporation (COST)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- The Walt Disney Company (DIS)
- Atlassian Corporation (TEAM)
- Align Technology Inc. (ALGN)
- The Trade Desk Inc. (TTD)
Q: Hi Peter and Ryan,
Lately I contributed some cash into my RRSP. I owns many Canadian companies as you have in your demo portfolios. I also have US shares of QCOM, Google, Twitter, AYX, SQ. I am thinking of adding 2-3 of US stocks in my list above. What will you recommend? Or do you have other stocks that have good growth potentials in the long term?
Thank you,
Yiwen
Lately I contributed some cash into my RRSP. I owns many Canadian companies as you have in your demo portfolios. I also have US shares of QCOM, Google, Twitter, AYX, SQ. I am thinking of adding 2-3 of US stocks in my list above. What will you recommend? Or do you have other stocks that have good growth potentials in the long term?
Thank you,
Yiwen
Q: Hi,
Would you consider doing a report on AT-Acuity Ads? Your analysis on this stock is much appreciated. How is their balance sheet, cash flow, debt level, management and their product. Peter's article in the Financial Post got me interested in AT because I sold TTD rather prematurely (and I am kicking myself) ..Would you recommend one to buy the same stock (TTD) at a higher price or consider its little brother?
Would you consider doing a report on AT-Acuity Ads? Your analysis on this stock is much appreciated. How is their balance sheet, cash flow, debt level, management and their product. Peter's article in the Financial Post got me interested in AT because I sold TTD rather prematurely (and I am kicking myself) ..Would you recommend one to buy the same stock (TTD) at a higher price or consider its little brother?
Q: If you could only invest in one of either AYX or TTD which would you go with and why?
Q: Hi,
I'm thinking of buying these three companies, is now a good time to buy? They've seem to really run up. In what order would you buy? Also, is there any overlap between these and my current holdings? If I wanted to swap one or two of my current holdings to buy these new stocks, which would you let go? I currently hold CGI, SHOP, CSU, KXS, LSPD, FB and GOOG in the tech space. I'm a long term growth investor, time frame >10yrs. Thank you!
I'm thinking of buying these three companies, is now a good time to buy? They've seem to really run up. In what order would you buy? Also, is there any overlap between these and my current holdings? If I wanted to swap one or two of my current holdings to buy these new stocks, which would you let go? I currently hold CGI, SHOP, CSU, KXS, LSPD, FB and GOOG in the tech space. I'm a long term growth investor, time frame >10yrs. Thank you!
- 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.
- Intuitive Surgical Inc. (ISRG)
- Micron Technology Inc. (MU)
- Methanex Corporation (MX)
- Great Canadian Gaming Corporation (GC)
- Savaria Corporation (SIS)
- Block Inc. Class A (SQ)
- Siyata Mobile Inc. (SIM)
- The Trade Desk Inc. (TTD)
- iRhythm Technologies Inc. (IRTC)
Q: Hi Peter and Company:
I am a growth investor, presently down on above 4 Canadian and 5 US companies.
Should I keep, sell, add or replace e.g. GC with TSGI.
Since US market usually outperforms CAN market I am fine buying all best US growth
companies that you will recommend...…..or mixture of US and CAN companies. Long term hold fine but not required. I will trade as required, i.e. when becoming aware of it. E.g. missed selling MX, where I had an nice gain but no alert to sell and now a significant loss.
Thanks for your advice
KS
I am a growth investor, presently down on above 4 Canadian and 5 US companies.
Should I keep, sell, add or replace e.g. GC with TSGI.
Since US market usually outperforms CAN market I am fine buying all best US growth
companies that you will recommend...…..or mixture of US and CAN companies. Long term hold fine but not required. I will trade as required, i.e. when becoming aware of it. E.g. missed selling MX, where I had an nice gain but no alert to sell and now a significant loss.
Thanks for your advice
KS
Q: What action,if any, would you advise based upon TTD's results?
Thank you.
Thank you.
Q: Hi 5i,
You have recommended this company in the past, can you comment on the quarter?
Thank you!
You have recommended this company in the past, can you comment on the quarter?
Thank you!
- Boyd Group Income Fund (BYD.UN)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Savaria Corporation (SIS)
- The Trade Desk Inc. (TTD)
- Alteryx Inc. Class A (AYX)
Q: Hi Peter
I'v god skier when CITRON published bad news about Shopify on 4th.April and I have sold all my SHOP same day. It was bad decision & I regret it. Now I have 130K to invest and I'm thinking to invest in all above stocks. All of the stocks accept for SIS & KXS are on their top and this skiers mi. Which one would you go as a first to invest and which one would you wait for better opportunity.
Andrew
I'v god skier when CITRON published bad news about Shopify on 4th.April and I have sold all my SHOP same day. It was bad decision & I regret it. Now I have 130K to invest and I'm thinking to invest in all above stocks. All of the stocks accept for SIS & KXS are on their top and this skiers mi. Which one would you go as a first to invest and which one would you wait for better opportunity.
Andrew
Q: Between the two which would you purchase today for pure growth? Would you consider one safer than the other?
Q: Hello,
Can a case be made for starting a small position on TTD or adding to a existing small position on RPD at current prices? Thanks.
Shyam
Can a case be made for starting a small position on TTD or adding to a existing small position on RPD at current prices? Thanks.
Shyam
Q: Which of the three do you have more confidence in for growth , for a long term investment.
Can you compare the current valuations. Realizing they are expensive.
Can you compare the current valuations. Realizing they are expensive.