Investment Q&A

Q: Please name 5 companies in the USA and Canada that you think the market has punished unfairly in this tech sell off. Aggressive names with compelling fundamentals and huge growth opportunities would be the focus regardless of sector with a nod to companies with a 10 billion market cap or less. These would be companies in which the downside is fully priced in but nobody is giving them any credit for projected growth (and you believe that growth potential is substantial). If you could then pick your favourite from these in the US and Canada and add one sentence as to why I would be most appreciative!

Q: Have fundamentals changed or have these just been caught up in the market shift? Down on these stocks, would you add or avg down to current positions at these levels or hold? Thanks!

Q: Would you buy these today and in what order?

Thanks,
Milan

Q: Please comment on today's quarterly earnings report. Do you still view these two as holds/buys?

Q: Hi,
I am aware these companies are mentioned, often in a positive light, fairly often in your Q&A section. To be honest, I struggle with what you might be seeing that apparently investors don't seem to be aware of, as these have all sold off quite a bit recently. I am interested in whether or not you still feel as positive on these companies now, as you may have in the past. U gapped down in Feb by about 15% and has since dropped about 40% more. VEEV is probably down about 23% from its Feb high, and ROKU about 37% during the same period. I understand there has been a rotation away from tech but these strike me as having a very long way to crawl back up, even though I understand earnings haven't been all that bleak. Am I missing something here? I would be very interested in your thoughts and these and any others you feel might be really under priced lately!
Thanks!
Dawn

Q: Where do you see a bottom for these 3 stocks? Do you think it is worth stepping in to any or all?

Q: I am looking for growth. I own these US stock. Are there any you would sell in order to buy others in the group or other US stock?

Q: What are your thoughts on these two companies for long term investments?

Q: I'm looking to reduce the overall amount of positions. Of my tech names which would you suggest selling?

From what I can gather you prefer NVDA to AMD and would suggest one of either SHOP or LSPD. Is this accurate? Other suggestions or ideas to pair down?

Thank you very much

Q: Hi.
The list of stocks make’s up my overall portfolio. Last month, during the sell off, my portfolio was down ~40% and started recovering slightly and lost steam again since late last week.
I don’t have any intentions to sell in the short term and I will prefer to hold for minimum the next 3-5 years.
Looking at the list of my holdings, do you feel there is any stock that should not be there?
Thanks,

Q: Your opinion please on Unity Software, buy, sell or hold? Cheers

Q: I know both of these companies are owned by people answering questions. Both companies have similar potential for upside based on analysts. Which has better potential, less competition and a wider moat.
Thanks
Matthew

Q: What do you see as a good entry point for these two stocks for a 5 year hold? CRWD continues to drop in this sector transition and U seems to be holding around low 90s.

Any other US Stocks you would also recommend now and a sense of a good entry point for those as well?

Q: Hi ,
With wild swings up and down with high growth tech stocks, its my opinion that nothing has changed other than their markets caps and the price. In some cases they have even become cheaper then they were, EV/sales etc. I decided to hold on to my high growth stocks as the "underlying business" fundamentals have not changed. In some cases, they have even got better.
My portfolio is down roughly 40%, which i would consider quite normal during a pullback of this sorts.
Would you agree with my thinking ?
Thanks,

Q: Do you think Unity Software is a buy under $90?Thanks

Q: The 2021 market hasn't been as fun the 2020 market, though I'm optimistic for a much improved remainder of 2021 - like 2020.

All things considered, if you were to pick up five stocks that have sold off (US/CDN) for a 5 year hold, what would they be?

Cam.

Q: I am doing a comparison between U and NOW. When looking at guidance given by both companies, they are very similar, both around 30% revenue growth for the next two years. NOW has lots of cash flow and a growing operating margin, U is far from being profitable. The price multiples for U is almost double NOW. Is the difference in valuation justified? Which would you buy?

Q: These 4 companies seems like a good place to start contributing some investment funds. Any chance you can rank these in terms of buy-ability at current levels?

Q: Top ten growth stocks in a TFSA for 10+ years? US and CND

Q: I wish to de-risk our portfolio. These are some of our holdings with high PEs [although that is not always the most appropriate criteria for risk assessment]. Would appreciate your advice as to top 10
(a) most at risk currently and
(b) great companies, even if currently expensive, that you have most conviction longer term.