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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: Hi there, I'm thinking of adding the following stocks to my portfolio to make up a total of 3% to 5% of my overall holdings - so a relatively small amount overall. Can I please have your thoughts on them and if you'd rate them as buy, sell or holds? And if sell or hold, which names would you replace them with?

Thank you!
Read Answer Asked by Michael on July 08, 2022
Q: Good morning. What would you recommend for an investment Canadian and US data analytics company or space? Thanks again.
Read Answer Asked by Dan on June 10, 2022
Q: Hello 5i,

For tax-loss selling looking for 30 day proxies for NET, SNOW and PINS.

Thanks
Read Answer Asked by Lee on June 10, 2022
Q: I am looking to find some software stocks with excellent Net Revenue Retention rates and strong revenue growth that should make for bounce candidates/long-term compounders if the tech market turns. What are some of your favourite CAD and USD names with NRR above 110% and revenue growth of at least 30%?

Do you like any of SMAR, ASAN or MNDY?

Thanks
Read Answer Asked by Angus on March 04, 2022
Q: Good day. A little over 1 year ago I allocated about 5% of my portfolio to the high growth/risk stocks. Needles to stay it hasn't worked out as expected. At this stage I am hoping that you can give me insight what the future holds for these companies as an investment. Which should be sold and subsequently move the funds moved into the keepers.
Deduct as many credits as you feel appropriate.
Much appreciated
Read Answer Asked by Francisco on February 23, 2022
Q: Out of the above companies (CRWD, ROKU, SNAP, PATH, DDOG, TWLO) - which do you have the most conviction for? How would you rank them? Are there any of this list that you would avoid?
Read Answer Asked by Stephen on November 04, 2021
Q: In a receent article in Barrons a 'new' sector called 'observability' was referenced. This is a fancy word for companies that provide third party mangement of IT infrastructure of I assume large companies. They touted Datadog and Dynatrace as opportunities although expensive on an EPS basis. Any thoughts on the sector and these stocks?
David
Read Answer Asked by David on July 14, 2021
Q: What are your thoughts on Appian, Blackline, Datadog, and Zoom from a balance sheet, growth potential and management? Could you rank in terms of growth potential in the next 5-10+ years? Thanks.
Read Answer Asked by Andrew on January 13, 2021
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.
Read Answer Asked by Lai Kuen on October 06, 2020
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
Read Answer Asked by Antonio on August 12, 2020
Q: I own these 6 u.s. tech stocks. What are your thoughts on each?
Read Answer Asked by Jamie on February 25, 2020
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