Q: Can you please comment on CAE latest earnings released today. Was there anything of particular interest to note from the call the call (either good or bad)? What is your view of this company after this latest report (buy/add, hold, sell, or trim like you did with model portfolio)? Are there other names in Canada or in the USA you prefer and would recommend over CAE?
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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Adobe Inc. (ADBE)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Atlassian Corporation (TEAM)
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Advanced Micro Devices Inc. (AMD)
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Pure Storage Inc. Class A (PSTG)
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Super Micro Computer Inc. (SMCI)
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Perion Network Ltd (PERI)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Unity Software Inc. (U)
Q: I hold UNITY and APPS , now less than 1% and at a substantial loss as part of a US $ registered account tilted to growth and, intentionally, heavy in tech. In addition to the above two, it has the following holdings, with % shown of TOTAL (U.S. & Cdn) portfolio, followed by % of profit/loss, Our Canadian portfolio is balanced and much larger.
META .75% (+21%) , TEAM 1.9% (0%), CRWD 2.7% (-20%),
QCOM 3.7% (+45%), MSFT 3.8%(+116%), GOOG 4.5%(+6%), and NVDA 8.8% (+200%).
I am looking at selling U and APPS and perhaps TEAM (?) , increasing META to about 1.5 and looking for something new. Maybe SMCI - but after the parabolic increase in the last month maybe that needs to be on a pullback. Anything about this that you would do differently., including alternatives to SMCI ?
Take as many question credits as needed - many thanks.
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Amazon.com Inc. (AMZN)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Palo Alto Networks Inc. (PANW)
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Marvell Technology Inc. (MRVL)
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Pure Storage Inc. Class A (PSTG)
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Super Micro Computer Inc. (SMCI)
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ASML Holding N.V. (ASML)
Q: Hi team,
This is more of a second order question - so nvda is clearly doing very well, where could we look for benefit on the supplier side, ie. the inputs for what they need for the AI?
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Advanced Micro Devices Inc. (AMD)
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Pure Storage Inc. Class A (PSTG)
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Perion Network Ltd (PERI)
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Nuvei Corporation (NVEI)
Q: How would you rank these stocks for initial investments?
Read AnswerQ: would you recommend buying this company at this time
Read Answer-
LendingClub Corporation (LC)
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Exact Sciences Corporation (EXAS)
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Trupanion Inc. (TRUP)
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Pure Storage Inc. Class A (PSTG)
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Alteryx Inc. Class A (AYX)
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Redfin Corporation (RDFN)
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Photronics Inc. (PLAB)
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IES Holdings Inc. (IESC)
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Pinterest Inc. Class A (PINS)
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Chewy Inc. Class A (CHWY)
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Cloudflare Inc. Class A (NET)
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Magnite Inc. (MGNI)
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Unity Software Inc. (U)
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Upstart Holdings Inc. (UPST)
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Taboola.com Ltd. (TBLA)
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Matterport Inc. (MTTR)
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Upbound Group Inc. (UPBD)
Q: I’m invested for the long term. Do you view any of these names as no longer holding any long term potential?
Thanks
Q: Comments please on the large drop today.
Is this sell, hold or buy?
Thanks in advance
Rick
Q: Does PSTG have a good pathway to growth? Is this a good entry point?
Read Answer-
Illumina Inc. (ILMN)
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Intuitive Surgical Inc. (ISRG)
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Enghouse Systems Limited (ENGH)
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MercadoLibre Inc. (MELI)
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IDEXX Laboratories Inc. (IDXX)
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The Trade Desk Inc. (TTD)
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Etsy Inc. (ETSY)
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JD.com Inc. (JD)
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Roku Inc. (ROKU)
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WELL Health Technologies Corp. (WELL)
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Pure Storage Inc. Class A (PSTG)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Guardant Health Inc. (GH)
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Redfin Corporation (RDFN)
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Perion Network Ltd (PERI)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Pinterest Inc. Class A (PINS)
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Zoom Video Communications Inc. (ZM)
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Fiverr International Ltd. no par value (FVRR)
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CrowdStrike Holdings Inc. (CRWD)
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InMode Ltd. (INMD)
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Lemonade Inc. (LMND)
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Palantir Technologies Inc. Class A (PLTR)
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Airbnb Inc. (ABNB)
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Upstart Holdings Inc. (UPST)
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Mitek Systems Inc. (MITK)
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Taboola.com Ltd. (TBLA)
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Riskified Ltd. Class A (RSKD)
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Lantheus Holdings Inc. (LNTH)
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Catalyst Pharmaceuticals Inc. (CPRX)
Q: Over the past two years with the downturn of the market, I am down significantly with majority of these holdings in various accounts. I have a long-term 10+ year outlook, so looking to see if you feel any of these can be sold off given the outlook, management of the company? If so, what are your recommendations for a growth investor in either CAD/US stock options?
Thanks!!
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The Trade Desk Inc. (TTD)
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Roku Inc. (ROKU)
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Pure Storage Inc. Class A (PSTG)
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Digital Turbine Inc. (APPS)
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Nuvei Corporation (NVEI)
Q: Hello 5I,
I am down 55% or Apps.
Just wondering if you would hold on on switch into something else. Looking for something with similar upside of course.
Thanks
Q: Could I please have your comments on the above recent increase. Would this be a good time to add to my position?
Thanks
Rick
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Descartes Systems Group Inc. (The) (DSG)
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Pure Storage Inc. Class A (PSTG)
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Topicus.com Inc. (TOI)
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Softchoice Corporation (SFTC)
Q: Regardless of sector/ size, which order would you begin long term positions in these companies? Thanks
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Apple Inc. (AAPL)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Pure Storage Inc. Class A (PSTG)
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DexCom Inc. (DXCM)
Q: Based on current valuations, irregardless of sector weightings, what are your favourite top 5 US growth stocks for a 10 year timeline.
Thanks,
Greg.
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Apple Inc. (AAPL)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Pure Storage Inc. Class A (PSTG)
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StoneX Group Inc. (SNEX)
Q: Given the recent price jumps in some of the US recommendations you have been making, can you give me your top 5 long-term holds in terms of their current price?
Thanks
PS. I understand your timelines, but if you could answer quickly because tomorrow morning will be my last buying opportunity for the next week.
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Pure Storage Inc. Class A (PSTG)
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Palantir Technologies Inc. Class A (PLTR)
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ZipRecruiter Inc. Class A (ZIP)
Q: I currently hold the above in my TSFA, and under water. Please provide your comment as which if any I should add to, or should I be considering selling.
Your comments would be appreciated
Thanks
Rick
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Alphabet Inc. (GOOG)
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Intuit Inc. (INTU)
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NVIDIA Corporation (NVDA)
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Descartes Systems Group Inc. (The) (DSG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Trisura Group Ltd. (TSU)
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Copart Inc. (CPRT)
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Pure Storage Inc. Class A (PSTG)
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Converge Technology Solutions Corp. (CTS)
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EPAM Systems Inc. (EPAM)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Celsius Holdings Inc. (CELH)
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eXp World Holdings Inc. (EXPI)
Q: With interest rates rising, companies with heavy debt loads may suffer somewhat.
Can you please offer 5-10 top picks with large cash balances and low debt w/best bets in each Cda and US? also which big cap sectors would you stay away from due to large debt holdings? many thanks...
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Pure Storage Inc. Class A (PSTG)
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Palantir Technologies Inc. Class A (PLTR)
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ZipRecruiter Inc. Class A (ZIP)
Q: These stocks were recently purchased before the melt down in teck, and wondering what your thoughts are going forward.
Should I be pulling the plug, I am underwater on all three
Thanks
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The Trade Desk Inc. (TTD)
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Pure Storage Inc. Class A (PSTG)
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Clear Channel Outdoor Holdings Inc. (CCO)
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Kornit Digital Ltd. (KRNT)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Magnite Inc. (MGNI)
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Upstart Holdings Inc. (UPST)
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KraneShares Global Carbon Strategy ETF (KRBN)
Q: Please ignore if this has been asked by others, but let's say Mr. X challenges you to the same competition but for US stocks, and this time he let's you pick first. What are your picks?
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NVIDIA Corporation (NVDA)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Roku Inc. (ROKU)
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Pure Storage Inc. Class A (PSTG)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Dye & Durham Limited (DND)
Q: Could you name a couple of growth stocks with a 3-5 time horizon ?
Read Answer-
Intel Corporation (INTC)
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QUALCOMM Incorporated (QCOM)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Descartes Systems Group Inc. (The) (DSG)
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Open Text Corporation (OTEX)
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Pure Storage Inc. Class A (PSTG)
Q: Please list around 5 TECH stocks that you like in US or CAD that are not 'expensive' when compared to the high fliers with little to no earnings. Please exclude the FB, GOOG, APPL, AMZN, NVDA and MSFT.
Thank you.