Q: 2 recent purchases of mine SNOW which is falling faster than the snow outside, and NXPI I am under water since the day after I bought it (3 days ago), now Goldman Sacks has downgraded the stock - your opinion and SNOW was also falling on after hours trading below what it closed at 4 o'clock - appreciate your input on these 2 cases. Thanks,
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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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Schrodinger Inc. (SDGR $11.96)
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ZoomInfo Technologies Inc. (ZI)
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Palantir Technologies Inc. (PLTR $139.11)
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Snowflake Inc. (SNOW $136.47)
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JFrog Ltd. (FROG $46.44)
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Unity Software Inc. (U $26.42)
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GoodRx Holdings Inc. (GDRX $2.36)
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Corsair Gaming Inc. (CRSR $6.79)
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FuboTV Inc. Class A (FUBO $12.32)
Q: Good afternoon, 3 questions...
Could you please give me your thoughts (after one public quarter) on Jfrog for a long term hold for growth?
There are lots of great new companies out there and only 1 public quarter for them. How would you rank the top ten “tech” stocks that had a IPO in 2020?
Your new USA fund forgive me if this is elsewhere but does this affect your answers or ability to answer any USA stock questions or does it not impact the current/past services? As I find your USA recommendations to be extremely valuable as a Canadian investor.
Thank you!
Could you please give me your thoughts (after one public quarter) on Jfrog for a long term hold for growth?
There are lots of great new companies out there and only 1 public quarter for them. How would you rank the top ten “tech” stocks that had a IPO in 2020?
Your new USA fund forgive me if this is elsewhere but does this affect your answers or ability to answer any USA stock questions or does it not impact the current/past services? As I find your USA recommendations to be extremely valuable as a Canadian investor.
Thank you!
Q: I am bullish on both Air BnB and Affirm. What are your latest thoughts on both companies? What would your approach be for both IPOs once listed. Buy partial position on day one and follow once price settles?
Q: Hi,
Could you comment on the earnings after hours today (Dec2) for SNOW.
Would you consider an entry point here?
Thanks,
Could you comment on the earnings after hours today (Dec2) for SNOW.
Would you consider an entry point here?
Thanks,
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Palo Alto Networks Inc. (PANW $179.32)
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CrowdStrike Holdings Inc. (CRWD $445.75)
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Snowflake Inc. (SNOW $136.47)
Q: Hi folks. Thank you for all your expertise. I have SNOW and would like to either add CRWD OR PANW but was wondering if they are similar to SNOW. Can you please advise if it's worth one or just stick with SNOW. Thanks Dan
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Slack Technologies Inc. Class A (WORK $45.20)
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ZoomInfo Technologies Inc. (ZI)
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Snowflake Inc. (SNOW $136.47)
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Unity Software Inc. (U $26.42)
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GoodRx Holdings Inc. (GDRX $2.36)
Q: Can you rank your top 5 US tech IPOs from the past 6 months
Q: If one were to take a position in SNOW, is this as good a place as any to jump in? ... around $230ish or should one wait for the steam to settle?
I read your other response, and have done a bit of due diligence, but quite frankly I'm "lost in the clouds" when it comes to these mega-techs. I know that they take a life all their own, valuations be damned, it seems and such stocks become runaways before the valuation catches up.
Would it be worth a full/half/quarter position in a well diversified portfolio. This is my "looking at the future" stock.
I read your other response, and have done a bit of due diligence, but quite frankly I'm "lost in the clouds" when it comes to these mega-techs. I know that they take a life all their own, valuations be damned, it seems and such stocks become runaways before the valuation catches up.
Would it be worth a full/half/quarter position in a well diversified portfolio. This is my "looking at the future" stock.
Q: Thoughts on the SnowFlake Ipo? thank you