Q: Tuesday you mentioned a few Canadian small and mid caps that you could start picking away (despite negative momentum). What US small and mid cap growth names are looking oversold after another tough day? Thanks as always for tremendous advice
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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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Salesforce Inc. (CRM)
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Atlassian Corporation (TEAM)
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Roku Inc. (ROKU)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Airbnb Inc. (ABNB)
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Upstart Holdings Inc. (UPST)
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Affirm Holdings Inc. (AFRM)
Q: If a guy were to start pecking away at these high growth tech names either Cnd or US that have been slaughtered the last while (especially the last couple days), which ones would you be looking at for a 5-10 yr hold?
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NVIDIA Corporation (NVDA)
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AbbVie Inc. (ABBV)
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Enbridge Inc. (ENB)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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goeasy Ltd. (GSY)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Telecom Italia S.P.A. New (TI)
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Global Compliance Applications Corp (APP)
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Digital Turbine Inc. (APPS)
Q: Good day. This is a follow up question to a couple of previous questions related to my daughter's TFSA account with a 5+ year hold period, moderate risk with growth and dividend prospects, Based on your responses she holds the companies mentioned in her portfolio. Based on her weightings she has enough cash left to invest in one more equity. She is considering adding either T, TIXT or LNF. In your opinion which if any would be the best choice and do you have an alternate selection and perhaps a comment on the portfolio? Thanks for your learned guidance.
Q: Peter; Has there been any changes in the company that would account for the continuing selling and would you add at this level? Thanks .Rod
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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MEDIFAST INC (MED)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
Q: Hello,
What 5 Canadian and US growth stocks you can recommend for 5 year hold in a TFSA and non registered account.
Thanks.
What 5 Canadian and US growth stocks you can recommend for 5 year hold in a TFSA and non registered account.
Thanks.
Q: What would be your preference between these 2 today? Are they in the same business? Thank you
Q: APPS is sinking like stone today.
Is there any news?
Is there any news?
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DocuSign Inc. (DOCU)
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Aptiv PLC (APTV)
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Digital Turbine Inc. (APPS)
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Affirm Holdings Inc. (AFRM)
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Matterport Inc. (MTTR)
Q: I hold these stocks in my USD accounts in the following percentages
DOCU2.08% AFRM1.46 APTV 1.32.
I have some money to invest and am wondering if I should top up some of these or if you have any other good growth ones in the US.
Thanks for all your great guidance, I have tripled my portfolio balance since May 2017 when I joined
DOCU2.08% AFRM1.46 APTV 1.32.
I have some money to invest and am wondering if I should top up some of these or if you have any other good growth ones in the US.
Thanks for all your great guidance, I have tripled my portfolio balance since May 2017 when I joined
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Broadcom Inc. (AVGO)
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QUALCOMM Incorporated (QCOM)
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TECSYS Inc. (TCS)
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Veeva Systems Inc. Class A (VEEV)
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Palo Alto Networks Inc. (PANW)
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Digital Turbine Inc. (APPS)
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Unity Software Inc. (U)
Q: hello 5i:
We recently sold U: 50% gain and a bit too high valuation for us. To quote Peter: we would reduce very expensive growth stock exposure. Current tech holdings are CSU, PANW, AVGO, OTEX, TOI and DND; the latter 2 being about 1% positions. We would like to replace U with something "less" exciting and are considering TCS, APPS and QCOM as you seem to favour these stocks (like others, I read the questions/answers daily). TCS is very appealing as it looks to have a moat within the health care sector, but we also own VEEV and WELL. Is there too much overlap here? APPS is a volatile trader and not really in our wheelhouse, but is of interest. Can you make a suggestion as to how you'd replace U?
thanks
Paul L
We recently sold U: 50% gain and a bit too high valuation for us. To quote Peter: we would reduce very expensive growth stock exposure. Current tech holdings are CSU, PANW, AVGO, OTEX, TOI and DND; the latter 2 being about 1% positions. We would like to replace U with something "less" exciting and are considering TCS, APPS and QCOM as you seem to favour these stocks (like others, I read the questions/answers daily). TCS is very appealing as it looks to have a moat within the health care sector, but we also own VEEV and WELL. Is there too much overlap here? APPS is a volatile trader and not really in our wheelhouse, but is of interest. Can you make a suggestion as to how you'd replace U?
thanks
Paul L
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Xebec Adsorption Inc. (XBC)
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Alteryx Inc. Class A (AYX)
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Enthusiast Gaming Holdings Inc. (EGLX)
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Pinterest Inc. Class A (PINS)
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Digital Turbine Inc. (APPS)
Q: I am looking at my losers. Please list in order of preference which ones you would average down on. I know that's a bad word but we could call it greatest contrarian opportunity. Obviously risk is not a great concern but not to be completely ignored. Thanks as always
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Amazon.com Inc. (AMZN)
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NVIDIA Corporation (NVDA)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
Q: Although it is a US equity, it is mentioned here often enough that perhaps you will answer a question about it. APPS has received many favourable comments from 5I; can you explain why you like it? It recently has a noticeable reduction in share price.....is this a buying opportunity or a change in momentum? In a growth oriented TFSA, I am thinking of trimming some NVDA, CRWD, and AMZN to create some funds to purchase a small position in APPS. Those 3 have grown but are not (yet) too high of a weight , this would be to try to boost results. Is it a move you would make, or would you just stay the course? Many thanks for your excellent service.
Q: Which stock AT or APPS has more potential upside from current levels?
Thank you for your service!
Thank you for your service!
Q: If you could only pick one for growth which would it be CRWD or APPS and why assuming a high tolerance for risk?
Thanks for your service!
Thanks for your service!
Q: Peter; I know your cardinal rule of not to average down but both these seem way out step with their reported earnings and estimates for next year. If you owned them would you nibble a bit ? Thanks. Rod
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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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Arista Networks Inc. (ANET)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
Q: Good Morning
Could you please provide your top 6 US picks regardless of sector.
Thank you
Could you please provide your top 6 US picks regardless of sector.
Thank you
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Xylem Inc. New (XYL)
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NV5 Global Inc. (NVEE)
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MEDIFAST INC (MED)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Jacobs Solutions Inc. (J)
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Palantir Technologies Inc. (PLTR)
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Affirm Holdings Inc. (AFRM)
Q: Recommendations for USD growth stocks with a 10 year investment horizon please. Thanks
Q: Of these 3 losers today which would be your preferred one to follow for a buy?
Q: Hi,
Can you please comment on APPS recent quarter and business outlook. Would you be comfortable initiating a position at the current share price?
Thank you,
Can you please comment on APPS recent quarter and business outlook. Would you be comfortable initiating a position at the current share price?
Thank you,
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Tesla Inc. (TSLA)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
Q: Please rank the following companies based on future growth in 5-10 years and overall confidence.
Also which companies have the widest moats or even monopolies?
Thanks
Also which companies have the widest moats or even monopolies?
Thanks
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Antero Resources Corporation (AR)
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MEDIFAST INC (MED)
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Ultra Clean Holdings Inc. (UCTT)
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Reliance Inc. (RS)
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Digital Turbine Inc. (APPS)
Q: Hello,
Further to your response regarding inflation and five Canadian and US names that might perform better, do you also have five mid cap or smaller cap names that might benefit from inflation? Both US and CDN?
Thank you!
Further to your response regarding inflation and five Canadian and US names that might perform better, do you also have five mid cap or smaller cap names that might benefit from inflation? Both US and CDN?
Thank you!