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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: Down on these two names and considering harvesting the losses.
Are there any reasonable proxies you could recommend for each?
Read Answer Asked by Andrew on November 22, 2021
Q: HI,

I am considering selling what is left of My ROKU & LSPD holdings to buy NVDA with the proceeds. ROKU & LSPD are each just less than 1 % of my stock portfolio). Do you think this would be a reasonable trade ?
Read Answer Asked by Leonard on November 12, 2021
Q: Roku and Acuity Brands of have dropped to around 1% each in my Portfolio. I also have Alphabet and Enthusiast Gaming. I am thinking of selling ROKU and AT and buying Disney. Does this make sense or would you do something else with the above mentioned stocks. Thanks as always for the help.
Read Answer Asked by Neil on November 12, 2021
Q: Out of the above companies (CRWD, ROKU, SNAP, PATH, DDOG, TWLO) - which do you have the most conviction for? How would you rank them? Are there any of this list that you would avoid?
Read Answer Asked by Stephen on November 04, 2021
Q: What crappy news to wake up this a.m. All down substantially pre market

When you consider the results of each of these companies and they were all current holdings at reasonable weightings would you hold, sell, or buy more given the levels they have fallen to and your outlook going forward?

Sheldon
Read Answer Asked by Sheldon on November 04, 2021
Q: Hi Peter,

ROKU had plummeted after hours. On looking at the earnings, I was surprised that its not as bad at the market is making it out to be.

For one, all key metrics like streaming hours, active accounts and ARPU were all up YOY. So was the Revenue , EBITA and EPS.

It seems the issue is that they missed on revenue when compared to what analysts had forecasted and guided lower for next quarter. From the accounting knowledge I possess, ROKU hardly seems to me like a company that is not growing unless I have become "rusty".
Your brief overview will be highly appreciated.

Thanks,
Read Answer Asked by ilie on November 04, 2021
Q: Q1: I have QCOM for quite some time. I am thing to sell it and buy higher growth NVDA and CRWD. What is your opinion? What other US growth company do you suggest?
Q2: I have PKI and AQN which are going nowhere. I have TRP also which has gained recently but is still down from its high. I am thinking to sell all three and buy higher growth GSY and NVEI. What other CDN growth company do you suggest? What order should I sell PKI, AQN and TRP?
Q3: What growth companies will be impacted positively from high energy prices and higher inflation? Thank you.
Read Answer Asked by Dev on October 28, 2021
Q: After a seemingly sunny day today (OCT 21) in the market -- including for each of the stocks listed -- something must have happened after the trading day ended. Tech stocks especially dropping into the red in After Hours trading. FB almost -6%; TTD -5%; APPS and ROKU -3% each. And those are just the more noteworthy ones. I cant seem to find any mention (as yet) in the press. Inquiring minds would like to know. Thanks.
Read Answer Asked by Kyndryl on October 22, 2021
Q: I would like to purchase NVDA in a cash account and need to sell one of my other stocks to do this. currently own CRWD , APPS , ROKU ,VEEV , and MITK. Up on all stocks with the exception of ROKU. my thought is to sell Roku to accomplish this. Could you rank in order of potential.
Read Answer Asked by Dave on October 20, 2021
Q: Hello,

Wondering if I could get a quick list of your favourtie companies with the following criteria:

Large cap US equity
No dividend
Growth oriented

No explanation is necessary, just some tickers (maybe 3 to 5 if possible) in order of preference, please.

thanks!
Read Answer Asked by dan on October 15, 2021
Q: What would be your ranking of the above names today for a growth portfolio? Are there any you wouldn't currently view as a buy?

Thanks!
Read Answer Asked by Andrew on October 04, 2021
Q: Hi Peter,

Does a portfolio, that is made up of the stocks listed above, agreeable to you if one has a longer term time frame, say 5 years plus and has a high tolerance for risk?

Thanks,
Read Answer Asked by ilie on October 01, 2021
Q: I think there may be an opportunity in china and would like to purchase CQQQ as I could use some more international exposure . In my US RRSP I would need to sell either ROKU or MITK. Which stock do you think has more upside between these two?
Dave
Read Answer Asked by Dave on September 23, 2021
Q: Hi Peter, Ryan and team.

I was wondering if you could give a US list for the question asked back on September 17, "Would you have a short list of 5 companies that should be on a watchlist for when (if) a 10% downturn comes before Christmas ?"

Thanks.
Read Answer Asked by Marvin on September 21, 2021
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