Investment Q&A

Q: I bought few of these "cloud stocka " only from what i gatheredQuestions on 5 i .
Veeva and Docu seems well accepted.
Fsly and Ayx very volatile
Do i continue to hold the latter tw or perhaps switch to Team and Roku which 5 i seems considers reasonably attractive

Q: Please, which stocks will show growth in the next 6 months?
What would you recommend to buy? Thank you!

Q: These companies are all operating a cloud platform that delivers a range of network services to business world. Are they basically similar so they are competing against one another? If I am interested in this space, should I buy them all in equal weight? or just one or two names? Your thoughts please. Thanks.
Lin

Q: Hi,
I was considering a small position in FSLY but didn’t get to buy my position. Luckily for me, I now see that the stock is down over 27% after hours, ( Oct 14th).

How bad does their guidance seem to you and is the stock still a buy once the dust settles?

Thanks and stay safe !,

Q: Good Afternoon
Can you recommend 3 stocks in Canada and the US that are good momentum plays? Also are there any ETF’s that track this that you can recommend?
Thank you

Q: I have US$ in my TFSA account, I would like to invest in some US technology stocks, say 3 stocks. I can take high risks in this account.

Q: Besides daily class actions suit news, what account for the big increase in share price today? Thanks.

Q: Please rank them according to the potential. TWLO move up so much on Friday. Should I wait for a pull back . Thanks a lot.

Q: I have essentially equal holdings in these mega caps and other US and Canadian techs listed. For a new additional tech investment, any thoughts on the best addition? Would you recommend more to an index?
I'm trying not too add too many new names.

Thanks in advance.

Thanks,

Q: My powder keg is dry waiting for the covid 2nd wave and in my opinion anticipated second market adjustment. The recent jitters made me realize I haven't made my buy plan for my cash...I am pleased with my portfolio and don't have any huge gaps, I am slowly switching from growth to income so am looking more toward your income portfolio for inspiration. In Canada ENB and H looked like good buy options and I already own Suncor so would top up on that as well to a full position. In the USA I am leaning towards P&G and Coke. These complement my current holdings and I feel these additions will do OK in a possible extended covid induced economic slowdown as well as be good long term income holdings.

Any names you wished you had added on the last drop or names you are watching with interest?

Q: I am negative on subject three U.S. companies (FSLY, TWLO, ISRG) While these companies may be good growth companies if held long enough, I would appreciate your suggestions of several U.S. and Canadian companies that are likely to have more near term growth, any market segment and I have much risk tolerance. Thanks.
Klaus

Q: Kim Boulton on BNN made a strong case that Intel is undervalued and made it one of his top picks .
the other two were TWLO and Fastly.
Do you rate any of these three as a compelling buy

Q: News from the US today on UNC going to strictly online learning has to be the first of many such stories. I know CHEGG is a prominent US name that could benefit from schools scrambling to move online but I would like to ask if you can provide some names of companies that will benefit if either elementary, secondary or post secondary schools are hastily shut down? I listed a few that might do well on the headlines and would like your thoughts on each but also would like to know who will be fuelling the transition if it happens (cloud, security etc). To put it another way, who else stands to benefit if "back to school" is quickly reversed. Deduct as you see to be fair please.

Q: Hello,
For a TFSA with a long term horizon (5+ years) would you please rank these companies, keeping in mind their current valuation?
Also, are there any that you would shy away from/not consider?
Thanks for your help

Q: It appears that a potential US ban on TikTok, and MSFT's pursuit of TikTok, have impacted FSLY's recent share price because TikTok is such a large customer of theirs. Are there other factors driving down its market price at the moment? In light of all these factors do you rate FSLY sell, hold or buy at its current price for a 3-5 year horizon? I am not concerned about diversification or risk exposure in the rest of my portfolio. Thanks.

Q: Hi there,

What is your take on FSLY's results? Looks like its down quite a bit after hours. Would you consider it a buy, sell or hold?

Thanks!

Q: Can you please compare these two companies, which one you like more for 2-3 years growth?

Q: Can you provide your thoughts on these three growth stocks? Any concerns?

Q: How do valuations of AVLR look like in comparison to your other high-growth favorites (e.g., VEEV, DOCU, AYX, TEAM, CRWD, FSLY, TTD)? It is clear that AVLR is expensive, but I wanted to get a feel of where it stands w.r.t to peers. Would you a start a position for a minimum 5-year hold at current prices? Is there a much better company to invest in from the group I mentioned?

Q: Hi,
The company will be reporting second quarter results on August 5th. What are the expectations in terms of revenue etc? Also, is the stock a buy at these levels for a longer term time horizon?

Thanks