Q: Do you have an update on your opinion of this company since the last answer I can find from last April? 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.
Q: Do you have any comments about this company. I’ve looked at the prices for products that they are offering on Temu and they are real cheap for I’m sure are cheap products. Can they take a run at Amazon, given that they don’t warehouse?
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- JD.com Inc. (JD)
- PDD Holdings Inc. (PDD)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: First of all, I can't thank you enough for the excellence of your answers. I have been a member for many years. The answers just keep getting better.
Re my question:
I keep having to trim my tech sector. Perhaps I should sell a couple of names instead of just trimming? Would you please arrange these best to last? Many thanks.
Re my question:
I keep having to trim my tech sector. Perhaps I should sell a couple of names instead of just trimming? Would you please arrange these best to last? Many thanks.
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Salesforce Inc. (CRM)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Atlassian Corporation (TEAM)
- Veeva Systems Inc. Class A (VEEV)
- ServiceNow Inc. (NOW)
- The Trade Desk Inc. (TTD)
- Paycom Software Inc. (PAYC)
- JD.com Inc. (JD)
- Rapid7 Inc. (RPD)
- DocuSign Inc. (DOCU)
- RingCentral Inc. Class A (RNG)
- Alteryx Inc. Class A (AYX)
- DexCom Inc. (DXCM)
- Qualys Inc. (QLYS)
- Repligen Corporation (RGEN)
- Match Group Inc. (MTCH)
- PDD Holdings Inc. (PDD)
- Palomar Holdings Inc. (PLMR)
- Five9 Inc. (FIVN)
- Beyond Meat Inc. (BYND)
- Chewy Inc. Class A (CHWY)
- Freshpet Inc. (FRPT)
Q: I have these companies in my high revenue portfolio. It has been performing well. In these changing times, I find myself switching to companies that have high revenue growth and will not be affected by closure. Any expert thoughts or input would be appreciated.
FRPT - Freshpet is not in your database.
FRPT - Freshpet is not in your database.
Q: Would like your assessment of PDD please. I am a bit heavy on tech, but it looks very interesting. Many thanks.
Q: Hi team,
in an effort for international diversification, preferring individual stocks, I am considering the following Japaneese, swiss and Chineese stocks.
Your views on them would be most appreciated as well as possible alternatives.
gratefully yours,
Jacques IDS
in an effort for international diversification, preferring individual stocks, I am considering the following Japaneese, swiss and Chineese stocks.
Your views on them would be most appreciated as well as possible alternatives.
gratefully yours,
Jacques IDS