Q: Do you still like SPOT as much as you did in the past ? Do you feel that Spotify will be a leader in this space and would you consider this a long term hold ?
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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.
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Kinaxis Inc. (KXS)
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The Trade Desk Inc. (TTD)
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Spotify Technology S.A. (SPOT)
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Zoom Communications Inc. (ZM)
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Rocket Companies Inc. Class A (RKT)
Q: Rank the following stocks in which you would own/purchase for growth over next 5 plus years, sector and risk are not a priority.
Also what are you thoughts on recent earnings for RKT and also regarding the billion dollar buyback they announced if yahoo is correct and their float is 112 million (assuming because of IPO lots of stock are in lockup?) with share price of $21.6. That accounts for roughly 41.3 percent of the outstanding shares. Is this a big move for a event ipo... is it bullish?
Also what are you thoughts on recent earnings for RKT and also regarding the billion dollar buyback they announced if yahoo is correct and their float is 112 million (assuming because of IPO lots of stock are in lockup?) with share price of $21.6. That accounts for roughly 41.3 percent of the outstanding shares. Is this a big move for a event ipo... is it bullish?
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Netflix Inc. (NFLX)
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Atlassian Corporation (TEAM)
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Roku Inc. (ROKU)
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Teladoc Health Inc. (TDOC)
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Spotify Technology S.A. (SPOT)
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WELL Health Technologies Corp. (WELL)
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DocuSign Inc. (DOCU)
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Zoom Communications Inc. (ZM)
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Slack Technologies Inc. Class A (WORK)
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CloudMD Software & Services Inc. (DOC)
Q: North America will get hit with a Second Wave of Virus this winter. AMZN will benefit with on line shopping as will WMT and TGT. Truckers like FDX, UPS and TFII CJT will keep busy delivering boxes. What other Industries and Companies do you see benefiting. ? RAK
Q: Good morning, could you update your thoughts on Spotify. Is it a strong buy right now? I heard someone recently make the case for Netflix tie up again. What do you think of the Joe Rogan deal and the podcast push?
thanks, Mark
thanks, Mark
Q: Hi, I bought SPOT at $140 in Feb 2019 and am thinking of selling after its recent run but wondering what you think of it/if I should just ride the momentum. Has it gotten ahead of itself/how "expensive" is it?
Thank you.
Thank you.
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Netflix Inc. (NFLX)
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Enbridge Inc. (ENB)
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Keyera Corp. (KEY)
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lululemon athletica inc. (LULU)
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Spotify Technology S.A. (SPOT)
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Under Armour Inc. Class A (UAA)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
Q: Just read Peter"s latest article in the Financial Post "Five blockbuster deals that would inject some excitement into markets during quarantine". So with a limited amount of cash on hand which of these possible deals is the most likely? A list of 1 to 5 woiuld be great. And should I be buying the predator or the prey?
thank you
thank you
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Amazon.com Inc. (AMZN)
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Micron Technology Inc. (MU)
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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Atlassian Corporation (TEAM)
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Veeva Systems Inc. Class A (VEEV)
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ServiceNow Inc. (NOW)
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Spotify Technology S.A. (SPOT)
Q: Good morning,
I have some cash to add to 3 new US technology positions. I am looking for growth, and I am comfortable with volatility. Looking out 5 years what would be your favourites from the list above at current valuations. Any concerns with the list above? I already own MSFT, SQ, RPD, DOCU, AYX. If you have other suggestions please do share. Thanks in advance.
I have some cash to add to 3 new US technology positions. I am looking for growth, and I am comfortable with volatility. Looking out 5 years what would be your favourites from the list above at current valuations. Any concerns with the list above? I already own MSFT, SQ, RPD, DOCU, AYX. If you have other suggestions please do share. Thanks in advance.
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Microsoft Corporation (MSFT)
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Netflix Inc. (NFLX)
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Atlassian Corporation (TEAM)
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Spotify Technology S.A. (SPOT)
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Zoom Communications Inc. (ZM)
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Slack Technologies Inc. Class A (WORK)
Q: I am looking for companies that should do well in the work from Home economy. Im also looking for companies such as $REAL and $DOCU that provide support to businesses.
I currently own $TDOC, $REAL, $ROKU, $VZ, $BCE. I would appreciate a few names that 5I likes in Canada and the US.
Thanks Valter
I currently own $TDOC, $REAL, $ROKU, $VZ, $BCE. I would appreciate a few names that 5I likes in Canada and the US.
Thanks Valter
Q: hi Peter
what do you think about this company, SPOT, is it a sell, hold, why
if sell what company to replace it, thank you.
what do you think about this company, SPOT, is it a sell, hold, why
if sell what company to replace it, thank you.
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Netflix Inc. (NFLX)
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Algonquin Power & Utilities Corp. (AQN)
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Kinaxis Inc. (KXS)
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Spotify Technology S.A. (SPOT)
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Fortis Inc. (FTS)
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP)
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Zoom Communications Inc. (ZM)
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Slack Technologies Inc. Class A (WORK)
Q: Which stocks (US or Cdn) in your opinion may serve as something of a hedge during the virus scare. Kinaxis, for example, doesn't seem to be getting beaten up (yet). I'm thinking of online shopping support stocks, streaming networks, or other businesses that won't be affected, and may even see a boost, if people choose to stay in.
Q: What do you think this company going forward? Is it worth the hold?
Q: What do you think of Spotify? What is the valuation and growth outlook? What do you think of their debt levels?
Q: What about SPOTIFY for the next 12 to 18 months for growth, what do you see it as a safe and solid?
Q: Hi Everyone at 5i! What are your thoughts on Spotify as a long term hold? Would there be other names in the same field with a better growth potential ? Cheer, Tamara
Q: Hi All at 5i! What are your thoughts on the future growth of Spotify? It does not seem to move much. Would it be worth while holding onto for the next 5 years? Cheers, Tamara
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NVIDIA Corporation (NVDA)
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Block Inc. Class A (SQ)
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Box Inc. Class A (BOX)
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Spotify Technology S.A. (SPOT)
Q: Would appreciate your assessment of the merits of continuing to hold half-positions in BOX, NVDA, SQ, and SPOT, in search of above-average returns going forward and comfortable with risk. If you were on the sidelines, would you initiate new positions in any of the holdings, or alternatively are there merits in reducing any of these positions today in favour of more attractive risk/return opportunities in the US technology space (and if so, which tech opportunities have captured your recent favour)? Thanks for excellent services rendered.
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Biogen Inc. (BIIB)
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NVIDIA Corporation (NVDA)
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Raytheon Technologies (UTX)
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Hexcel Corporation (HXL)
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Spotify Technology S.A. (SPOT)
Q: Just finished portfolio analytics. Very underweight healthcare with only BIIB in my US holdings. Also learned the following make up less than 1% positions. Which would you add to and which could be let go. Have significant tech exposure. Can you suggest another US helathcare company or should I just add to BIIB to a reasonable weight.
Q: Hi Everyone at 5i! From a growth perspective which stock would fit this bill better LLL or SPOT? Cheers, Tamara
Q: Spot seems to be on a roll. Any particular reason, or just part of the tech bounce, and would it be a buy now?
Thanks Peter
Thanks Peter
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Photon Control Inc. (PHO)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Open Text Corporation (OTEX)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Volatus Aerospace Inc. (FLT)
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Spotify Technology S.A. (SPOT)
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Evolve Cyber Security Index Fund (CYBR)
Q: Hi team,
I did a fast calculation and my tech weighting is at 31%, broad etf's at 29% and the crumbs that are left over in energy, consumer dis. industrial, communication and health.
From the tech sector my highest weighing is SHOP at 5.04% all the way down to PHO at 1.88%
Although CYBR.B is an etf, I lump it in the tech sector. If you had to remove one or two to lessen the weighting which stock would you sell. I really like all those stocks but I am also aware need to up the other sectors.
Thank you
I did a fast calculation and my tech weighting is at 31%, broad etf's at 29% and the crumbs that are left over in energy, consumer dis. industrial, communication and health.
From the tech sector my highest weighing is SHOP at 5.04% all the way down to PHO at 1.88%
Although CYBR.B is an etf, I lump it in the tech sector. If you had to remove one or two to lessen the weighting which stock would you sell. I really like all those stocks but I am also aware need to up the other sectors.
Thank you