Q: I'm down on both of these (which I'm fine with), but wondering if you still see potential in them as the higher risk higher reward portion of my portfolio. If not, what would you suggest as replacements for a 3-5 yr outlook?
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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: APPS report good earning , yet it is dropping. Will ETSY benefit from the new acquisition a lot. It is surging. Is it a time to buy CELH , it is rising a lot today. Please comment. Thanks for your excellent service.
- Alphabet Inc. (GOOG)
- Advance Auto Parts Inc. (AAP)
- The Cigna Group (CI)
- Ultra Clean Holdings Inc. (UCTT)
- Digital Turbine Inc. (APPS)
Q: Which 5 Canadian and U.S.A. growth stocks do you consider most undervalued today. Thanks.
- The Trade Desk Inc. (TTD)
- Roku Inc. (ROKU)
- Atlantic Power Corporation (Canada) (AT)
- Digital Turbine Inc. (APPS)
- Magnite Inc. (MGNI)
Q: Given Apple is restricting personal information flow used by advertizers, hence the Facebook, Google wars, are these companies detrimentally affected? If so, which company would suffer most and which least?
- TripAdvisor Inc. (TRIP)
- Twilio Inc. Class A (TWLO)
- Invesco Solar ETF (TAN)
- The Trade Desk Inc. (TTD)
- Digital Turbine Inc. (APPS)
- Magnite Inc. (MGNI)
Q: One of the largest tech crashes .com bubble in the Nortel days took years for these companies that survived to get back to where they were. The same thing is happening today probably on a smaller scale. Would it not be better to get out of these and into something else or into cash as they just fall day in and day out? Or, do you think by the end of the summer will they have bottomed out and have some encouraging results? Waiting for your guidance. Thank you.
- Ichor Holdings (ICHR)
- Invitae Corporation (NVTA)
- Cogent Communications Holdings Inc. (CCOI)
- Guardant Health Inc. (GH)
- NuVasive Inc. (NUVA)
- Ultra Clean Holdings Inc. (UCTT)
- Vonage Holdings Corp. (VG)
- Digital Turbine Inc. (APPS)
- Magnite Inc. (MGNI)
- Mitek Systems Inc. (MITK)
Q: Hi 5i Team. Thanks as always. I'm looking to start some positions in the USD side of my TFSA over the course of the next month or so. I'm particularly interested in good growth opportunities in the following sectors: Technology, Healthcare, Industrials and Communications. Can you suggest a few US stocks within each of these sectors that are some of your best ideas right now? I am open to all types of suggestions, but already having a few larger caps (MFST, ABBV, LMT) I would prefer small or mid-cap suggestions where possible. Please take as many credits as necessary - thanks again.
Q: Digital Turbine was down almost 7% today. I cannot find any news that would explain this price action. Can you shed any light of this dramatic drop in price?
With appreciation,
Ed
With appreciation,
Ed
- Snap Inc. Class A (SNAP)
- IDEXX Laboratories Inc. (IDXX)
- Appian Corporation (APPN)
- The Trade Desk Inc. (TTD)
- Fastly Inc. Class A (FSLY)
- Digital Turbine Inc. (APPS)
- Lemonade Inc. (LMND)
- Palantir Technologies Inc. Class A (PLTR)
- Airbnb Inc. (ABNB)
- Skillz Inc. Class A (SKLZ)
Q: What do you think of these stocks long term 3 yrs. Buy , Sell or Hold ?
Q: Can you please compare and contrast the pros and cons of investing in each of these stocks in the ad space? How would you rank them from a valuation, risk, and upside perspective? thanks
Q: Hello 5i
Could please discuss these three companies?
Which you like better and why?
Thank you
Dave
Could please discuss these three companies?
Which you like better and why?
Thank you
Dave
Q: I became aware of this stock reading questions and answers and it has dropped quite a lot in the last little while. I am under water. Is this just market related or are there other issues with this company? Other stocks I have researched PUBM (Pubmatic)similar to Trade Desk, FIVN and GRWG (pot stock) - have been recommended by others - your thoughts and could you please rate them. Thank you again from a long term member
Q: Hi, any thoughts on the recent decline of Apps. It has been hit particularly hard. Do you see the acquisition of Triapodi as a positive move? Would you consider it a buy now?
Thanks
Thanks
- The Trade Desk Inc. (TTD)
- Atlantic Power Corporation (Canada) (AT)
- Digital Turbine Inc. (APPS)
- Magnite Inc. (MGNI)
Q: I own all for of these companies, totalling about 4% of my portfolio. I'm happy with all of them but I wonder if there is too much overlap between positions and if I'd be better off consolidating. Could you rank in order of both growth potential and risk?
- NVIDIA Corporation (NVDA)
- The Trade Desk Inc. (TTD)
- Roku Inc. (ROKU)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Unity Software Inc. (U)
Q: Hi,
I'm now down 25% on Unity. Is it time to run to something else?
If so, what 5 names would you recommend?
Thanks
I'm now down 25% on Unity. Is it time to run to something else?
If so, what 5 names would you recommend?
Thanks
- Nuance Communications Inc. (NUAN)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Celsius Holdings Inc. (CELH)
- Magnite Inc. (MGNI)
Q: Would like your opinion on NUAN, APPS and AT as a growth stock. Looking for 2 to add to my TFSA. Could you rank them in order of preference and if you have a favourite include it in the list.
Thank you John
Thank you John
- NVIDIA Corporation (NVDA)
- goeasy Ltd. (GSY)
- Guardant Health Inc. (GH)
- MEDIFAST INC (MED)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Unity Software Inc. (U)
Q: Hi Peter,
What would be your today buy recommdation for fundamentally excellent companies ( canadian and US) in the small , middle and large cap categoies and have expected high growth in the near future. Appreciate ranking them by category and risk.
Thanks
What would be your today buy recommdation for fundamentally excellent companies ( canadian and US) in the small , middle and large cap categoies and have expected high growth in the near future. Appreciate ranking them by category and risk.
Thanks
Q: Good Morning 5i Team,
Can you please give me your thoughts on Digital Turbine going forward. I have done very well on this stock (unlike a couple of other high-risk plays!), as my purchase price was under $9. I know you used to own it, but I believe you have moved on. APPs is only a 2% position in my portfolio, but I'm wondering if it's time to jump on the next elevator going up. I know you don't like to sell your winners, but do you think there are a few other names out there with high-flyer potential. Would CELH be a replacement or possibly SPT? Thsnk you!
Brad
Can you please give me your thoughts on Digital Turbine going forward. I have done very well on this stock (unlike a couple of other high-risk plays!), as my purchase price was under $9. I know you used to own it, but I believe you have moved on. APPs is only a 2% position in my portfolio, but I'm wondering if it's time to jump on the next elevator going up. I know you don't like to sell your winners, but do you think there are a few other names out there with high-flyer potential. Would CELH be a replacement or possibly SPT? Thsnk you!
Brad
- Ceapro Inc. (CZO)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Franco-Nevada Corporation (FNV)
- Premium Brands Holdings Corporation (PBH)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Profound Medical Corp. (PRN)
- Real Matters Inc. (REAL)
- Viemed Healthcare Inc. (VMD)
- Vitalhub Corp. (VHI)
- WELL Health Technologies Corp. (WELL)
- Digital Turbine Inc. (APPS)
- Sprout Social Inc (SPT)
Q: Hello Peter, Ryan and Team,
I need to sell some of my shares in these companies to fund another investment. Of the stocks listed, in what order would you be inclined to sell first? Thank you.
Brad
I need to sell some of my shares in these companies to fund another investment. Of the stocks listed, in what order would you be inclined to sell first? Thank you.
Brad
- iShares Russell 2000 Growth ETF (IWO)
- Invitae Corporation (NVTA)
- iRhythm Technologies Inc. (IRTC)
- Owens & Minor Inc. (OMI)
- Mirati Therapeutics Inc. (MRTX)
- TopBuild Corp. (BLD)
- Digital Turbine Inc. (APPS)
- Magnite Inc. (MGNI)
Q: I am looking to deploy some U.S. dollars into a basket
of U.S. smaller cap stocks with growth potential as that
appears to be what you recommend in Canadian holdings.
That strategy appears productive. Would you be willing to
identify candidates for such a basket?
Thank you, Calvin
of U.S. smaller cap stocks with growth potential as that
appears to be what you recommend in Canadian holdings.
That strategy appears productive. Would you be willing to
identify candidates for such a basket?
Thank you, Calvin
Q: Hello Peter, Ryan, and Team,
Can I please get your current thoughts on Acuity Ads and its recent run-up. There's a lot of chatter about it being the next Trade Desk and the share price has more than tripled since I sold my small position in March. Do you think the price rally has room to run, or is this not worth chasing at this point?
As we all know, you win some and you lose some. Fortunately, my shares in Digital Apps have skyrocketed of late, but I can't find any news that directly substantiates the dramatic SP increase. Time to take some off the table or "let the winners run"? Thanks for your insights.
Brad
Can I please get your current thoughts on Acuity Ads and its recent run-up. There's a lot of chatter about it being the next Trade Desk and the share price has more than tripled since I sold my small position in March. Do you think the price rally has room to run, or is this not worth chasing at this point?
As we all know, you win some and you lose some. Fortunately, my shares in Digital Apps have skyrocketed of late, but I can't find any news that directly substantiates the dramatic SP increase. Time to take some off the table or "let the winners run"? Thanks for your insights.
Brad