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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: Can you suggest an AI
play at this stage. A little late to the game perhaps??
Read Answer Asked by Bill on March 13, 2024
Q: These four companies are all AI-predominant companies, all are growing revenues at about 20% per year or so, have similar market caps, and are coming into profitability for the first time either last year or next.
My question is a difficult one: is there any way to tell what operating margins might eventually be for each of these companies say in 3-4 years? Do you know any way to get this projection? And how these may be ranked for eventual margins if so? Thanks.
Read Answer Asked by Michael on February 15, 2024
Q: What are the best stocks in the data memory storage space?
Read Answer Asked by Ian on December 08, 2023
Q: If one was to sell FTNT for a profit, can you name 5 other long-term names to replace with in the same sector as well as others and rank in terms of management and growth potential?
Read Answer Asked by Andrew on November 14, 2023
Q: I was very impressed with the speed at which Datadog developed new modules for the I/T Infrastructure management and was able to quickly grow sales of adjacent products into customers. Somehow, I built it into my top portfolio position (15%). I get the sense that the company has gone out of favour for a few reasons (growth rate, and margins I think). Should I have faith in my original thesis or should I sell at break-even? I suppose I could sell some, but I'm trying to keep a streamlined portfolio so I have fewer companies to keep on top of. Any thoughts and opinions on DDOG are most appreciated! Thanks.
Read Answer Asked by Marc on August 03, 2023
Q: Which of the above appeals the most for a five year high-risk AI play?
Read Answer Asked by Michael on May 19, 2023
Q: 2 Questions :
1) Datadog recently came off of a bottom and is now on an upward move. What do you think of this company and would you initiate a position now ?
2) Which dollar store would you suggest owning ? DLTR or DG or none of them ?
Read Answer Asked by Frank on May 18, 2023
Q: In my last question I did not have the correct symbol for Sentinel One. (question picked up on Sherrit, which I don't own) Please compare the three cybersecurity companies in terms of hold for recovery, sell for tax loss. I am holding all three at a loss.
Read Answer Asked by Maureen on March 13, 2023
Q: I hold all three companies , all bought when share prices were higher. Comments and rankings on these three please. All have shown some gains recently. Are they worth holding for improved macro conditions and eventual recovery? All three are in a taxable account, so should any be sold for tax loss?
Read Answer Asked by Maureen on March 10, 2023
Q: I have small positions in the above noted companies held in my TFSA. They are all underwater and so there is no tax advantage to selling these losers. I would like to sell some or all of them and either to one or more of them or move on to some small techs that have more prospects. Can you let me know which of these you would sell hold or add to. Thanks for your ongoing great advise.
Read Answer Asked by Peter on March 03, 2023
Q: Q1: What 3 to 5 stocks if added would work well with the existing 17 stocks below?

Q2: Are there any already in this list that you would say (like Jack Armstrong) "Get that garbage out of here" or are they all okay?

AAPL, ABCL, AMD, APPS, ATZ, COST, CRWD, DDOG, DOO, ECN, GOOG, GSY, NVDA, SHOP, TD, TOI, WELL
Read Answer Asked by Stephen on January 17, 2023
Q: I hold three relatively small positions in each of the above, and am wondering if you could foresee one or two of them as better outperform the market over a longterm horizon (5 plus years) and thus worth consolidating towards? Thank you
Read Answer Asked by Anthony on November 04, 2022
Q: Growth Stock Set to Soar 163% From Its 52-Week Low, According to Wall Street. Datadog (NASDAQ: DDOG) is one of them,

52-week low of $81.12 in June, and one Wall Street investment bank predicts it could soar to $214 within the next 12 to 18 months. It has already recovered to $103.84

Do you concur?

Thank you.
Read Answer Asked by Ross on September 14, 2022
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 Danny-boy 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
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