Q: At what price point would you start taking an interest in DocuSign given the current circumstances please, thanks.
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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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NVIDIA Corporation (NVDA $170.70)
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Atlassian Corporation (TEAM $187.69)
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The Trade Desk Inc. (TTD $80.40)
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Roku Inc. (ROKU $89.28)
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DocuSign Inc. (DOCU $75.77)
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CrowdStrike Holdings Inc. (CRWD $473.28)
Q: Hi 5i - Five years ago, you suggested that my son (now aged 31) invest his early career earnings in in NVDA, TTD, ROKU, DOCU, FLIR, TEAM, CRWD, KXS, SHOP, LSPD, GSY, DOO, BYD, REAL, DSG. He largely took your advice a few of your picks have skyrocketed. Most notably, the $2,500 USD he put into NVDA is now up almost 1,900%. At the five year mark, he is wondering if it's time to rebalance and sell some of this NVDA shares or if he should continue to hold. He worries that all good things must come to an end and would appreciate your input, since it served him so well in 2020. If you have any other suggestions of growth stocks (or particular picks from your Growth Model Portfolio) he would also be interested. Thanks.
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Celestica Inc. (CLS $220.20)
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WELL Health Technologies Corp. (WELL $4.88)
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DocuSign Inc. (DOCU $75.77)
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Carvana Co. Class A (CVNA $348.41)
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Novavax Inc. (NVAX $6.88)
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Peloton Interactive Inc. (PTON $6.44)
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Asana Inc. Class A (ASAN $13.70)
Q: I'm curious about companies that have been rather lacklustre but somehow have experienced some catalyst that has allowed them to gain their footing once again and recently started to move up in value considerably. Not worried about size of company nor what sector they are in could you suggest 5 Canadian and 5 American companies that fit the bill.
Q: Please comment on Docusign and whether you would continue to hold (if owned) or sell into the latest strength
Q: Wow. Is the market rational?
I find it's certainly getting far more explosive in qtrly reaction (up or down).
I am happy with this (what I think is) wild crazy lift in 1 day as Docu has morphed into a 'normal' software company (as in, making $, having profit, high GM) vs hype of 'future $'.
But, stepping back. To me, it is now trading at a "fair" valuation based on 8-10% rev growth and now >20PE.
How do you like how this company has turned itself around ? Do you think this move is simply a catch up or do you see a fundamental re-thinking of docu and there is more room for stock price re rating?
30% in one day? wow.
I find it's certainly getting far more explosive in qtrly reaction (up or down).
I am happy with this (what I think is) wild crazy lift in 1 day as Docu has morphed into a 'normal' software company (as in, making $, having profit, high GM) vs hype of 'future $'.
But, stepping back. To me, it is now trading at a "fair" valuation based on 8-10% rev growth and now >20PE.
How do you like how this company has turned itself around ? Do you think this move is simply a catch up or do you see a fundamental re-thinking of docu and there is more room for stock price re rating?
30% in one day? wow.
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PayPal Holdings Inc. (PYPL $72.96)
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Walgreens Boots Alliance Inc. (WBA $11.51)
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Carnival Corporation (CCL $28.97)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $116.97)
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JD.com Inc. (JD $32.04)
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Roku Inc. (ROKU $89.28)
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DocuSign Inc. (DOCU $75.77)
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Zoom Communications Inc. (ZM $74.73)
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Unity Software Inc. (U $29.69)
Q: Hi 5i Team,
I have a handful of losers that I'm trying to decide what to do with. Using your crystal ball, which of these would you continue to hold and which would you dump?
I have a handful of losers that I'm trying to decide what to do with. Using your crystal ball, which of these would you continue to hold and which would you dump?
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Apple Inc. (AAPL $209.11)
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Amazon.com Inc. (AMZN $226.35)
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Meta Platforms Inc. (META $710.39)
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Alphabet Inc. (GOOGL $182.00)
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Microsoft Corporation (MSFT $505.82)
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Netflix Inc. (NFLX $1,260.27)
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NVIDIA Corporation (NVDA $170.70)
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PayPal Holdings Inc. (PYPL $72.96)
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Walgreens Boots Alliance Inc. (WBA $11.51)
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Wynn Resorts Limited (WYNN $111.00)
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The Boeing Company (BA $230.00)
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Bank of America Corporation (BAC $46.15)
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BlackRock Inc. (BLK $1,046.16)
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Carnival Corporation (CCL $28.97)
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Salesforce Inc. (CRM $257.58)
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Delta Air Lines Inc. (DAL $55.71)
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The Walt Disney Company (DIS $118.98)
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Goldman Sachs Group Inc. (The) (GS $702.51)
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International Business Machines Corporation (IBM $282.70)
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JPMorgan Chase & Co. (JPM $286.55)
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Eli Lilly and Company (LLY $771.75)
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Mastercard Incorporated (MA $550.36)
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Morgan Stanley (MS $141.59)
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Pfizer Inc. (PFE $24.61)
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Royal Caribbean Cruises Ltd. (RCL $341.29)
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Visa Inc. (V $347.02)
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Wells Fargo & Company (WFC $78.86)
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Exxon Mobil Corporation (XOM $112.91)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $116.97)
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Tencent Holdings Ltd. ADR (TCEHY $66.00)
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Veeva Systems Inc. Class A (VEEV $279.32)
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The Trade Desk Inc. (TTD $80.40)
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JD.com Inc. (JD $32.04)
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Roku Inc. (ROKU $89.28)
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DocuSign Inc. (DOCU $75.77)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $236.95)
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Healthpeak Properties (DOC $18.23)
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National Health Investors Inc. (NHI $70.50)
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Zoom Communications Inc. (ZM $74.73)
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CrowdStrike Holdings Inc. (CRWD $473.28)
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Unity Software Inc. (U $29.69)
Q: Hi 5i Team,
I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $157.86)
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Palo Alto Networks Inc. (PANW $192.25)
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DocuSign Inc. (DOCU $75.77)
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CrowdStrike Holdings Inc. (CRWD $473.28)
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UiPath Inc. Class A (PATH $12.38)
Q: Would you recommend buying PATH ( USD 21.40), DOCU (USD 59.25) and SHOP (CAD 98.46) , CRWD (USD 312)and PANW( USD 281) at current valuations?
Q: Please comment on the latest Q3 results and whether you would be a buyer of this beaten down stock. Thanks
Q: I am underwater on these two equities and their recovery has been slow compared to some others. I am wondering if more patience is required or is it time to harvest a tax loss and move on. Thanks
Keith
Keith
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Dollar Tree Inc. (DLTR $106.55)
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PayPal Holdings Inc. (PYPL $72.96)
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Methanex Corporation (MX $46.19)
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Block Inc. Class A (SQ)
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Jamieson Wellness Inc. (JWEL $34.75)
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DocuSign Inc. (DOCU $75.77)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.25)
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Pinterest Inc. Class A (PINS $36.53)
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Mitek Systems Inc. (MITK $9.36)
Q: I read with interest your recent response about high risk stocks for conservative investors. Me, becoming more a conservative investor (as I enter my 80's but still like growth....hahahaha). With that in mind would you consider the following stocks high risk - LSPD, MX, JWEL, and in the US, MITK, PINS, PYPL, SQ, DLTR, DOCU....Thanks for your take.........Tom
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Alphabet Inc. (GOOG $183.10)
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PayPal Holdings Inc. (PYPL $72.96)
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Medtronic plc. (MDT $89.22)
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NFI Group Inc. (NFI $18.54)
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DocuSign Inc. (DOCU $75.77)
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Pinterest Inc. Class A (PINS $36.53)
Q: Similar to a question you responded to recently. I hold the above stocks....all in the red....and wondering if I should hold or sell and replace with another stock....and if sell, please suggest a replacement.......Thanks for your insight....Tom
Q: Your comments on the latest quarterly results please. Is it still worthy to hold ?
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Illumina Inc. (ILMN $97.15)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $20.09)
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Veeva Systems Inc. Class A (VEEV $279.32)
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Real Matters Inc. (REAL $5.49)
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Roku Inc. (ROKU $89.28)
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DocuSign Inc. (DOCU $75.77)
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Alteryx Inc. Class A (AYX)
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Crocs Inc. (CROX $99.72)
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Axon Enterprise Inc. (AXON $745.87)
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Guardant Health Inc. (GH $48.09)
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Enthusiast Gaming Holdings Inc. (EGLX $0.13)
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Perion Network Ltd (PERI $11.18)
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Unity Software Inc. (U $29.69)
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Lantheus Holdings Inc. (LNTH $81.26)
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illumin Holdings Inc. (ILLM $2.26)
Q: I’m significantly underwater on these stocks. Can you please advise which ones you’d hold, and which ones you’d sell? Can you please also give 5 growth stocks in Canada and 5 in the US that you are high on right now in place of the above?
Q: Peter; Could you comment on both ADBE and CTS earnings and outlook? Thanks
Rod
Rod
Q: I wonder why this stock dropped so much on Friday's trading, earning related or SVB related? Thanks.
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Meta Platforms Inc. (META $710.39)
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NVIDIA Corporation (NVDA $170.70)
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Twilio Inc. Class A (TWLO $126.16)
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DocuSign Inc. (DOCU $75.77)
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Evolve Innovation Index Fund (EDGE $42.48)
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Coinbase Global Inc (COIN $388.02)
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iShares Exponential Technologies Index ETF (XEXP $53.90)
Q: Hi there, I have EDGE and curious about XEXP. I know you don't normally go for new / low AUM ETFs but could you provide some analysis on whether you might make the switch from EDGE to the new Blackrock fund? I think hoping to get your thoughts as follows (charge multiple questions if warranted):
1. please compare the two products ignoring the differences in track record / AUM
2. If an investor likes XEXP better from a product design perspective, when might you be comfortable moving in (6 months and 100m AUM? less, more?)
Thanks!
1. please compare the two products ignoring the differences in track record / AUM
2. If an investor likes XEXP better from a product design perspective, when might you be comfortable moving in (6 months and 100m AUM? less, more?)
Thanks!
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Autodesk Inc. (ADSK $288.96)
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Roku Inc. (ROKU $89.28)
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Okta Inc. (OKTA $91.10)
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DocuSign Inc. (DOCU $75.77)
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Zoom Communications Inc. (ZM $74.73)
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Datadog Inc. (DDOG $140.56)
Q: I have small positions in the above noted companies held in my TFSA. They are all underwater and so there is no tax advantage to selling these losers. I would like to sell some or all of them and either to one or more of them or move on to some small techs that have more prospects. Can you let me know which of these you would sell hold or add to. Thanks for your ongoing great advise.
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PayPal Holdings Inc. (PYPL $72.96)
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Sea Limited American Depositary Shares each representing one Class A (SE $158.26)
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DocuSign Inc. (DOCU $75.77)
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Cardiol Therapeutics Inc. (CRDL $1.74)
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Digital Turbine Inc. (APPS $5.19)
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QuantumScape Corporation Class A (QS $10.85)
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Desktop Metal Inc. Class A (DM $4.96)
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Skillz Inc. Class A (SKLZ $6.79)
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Roblox Corporation Class A (RBLX $112.48)
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C3.ai Inc. Class A (AI $27.03)
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Aeva Technologies Inc. (AEVA $26.50)
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Horizons Global BBIG Technology ETF (BBIG $27.24)
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Sharecare Inc. (SHCR)
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TortoiseEcofin Acquisition Corp. III Class A (TRTL)
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Matterport Inc. (MTTR)
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Ginkgo Bioworks Holdings Inc. Class A (DNA $9.43)
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IonQ Inc. (IONQ $41.47)
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Planet Labs PBC Class A (PL $6.43)
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GeneDx Holdings Corp. (WGS $81.69)
Q: Hi there, I am down considerably on the above stocks. Can you please advise which stocks have the greatest chance to recover in the next few years? Most are over 70% down and should I sell some to reinvest in better operating companies such as GOOG and AMZN. thank you for your time.
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Veeva Systems Inc. Class A (VEEV $279.32)
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DocuSign Inc. (DOCU $75.77)
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CrowdStrike Holdings Inc. (CRWD $473.28)
Q: Good Morning
Of the following 3 stocks crwd docu veev which would you consider to be a hold and which would you consider to be a sell
I would have about a 2 year horizon
Thks
Marse
Of the following 3 stocks crwd docu veev which would you consider to be a hold and which would you consider to be a sell
I would have about a 2 year horizon
Thks
Marse