Q: Could you have a fresh look at RBLX. Price targets are all over the place. Do not own. Definite NO? Thanks again.
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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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Broadcom Inc. (AVGO $332.65)
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KLA Corporation (KLAC $1,496.00)
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Lam Research Corporation (LRCX $244.92)
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Micron Technology Inc. (MU $428.17)
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NVIDIA Corporation (NVDA $189.82)
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Emerson Electric Company (EMR $148.62)
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Eaton Corporation PLC (ETN $373.38)
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NRG Energy Inc. (NRG $179.18)
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Rockwell Automation Inc. (ROK $398.79)
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Advanced Micro Devices Inc. (AMD $200.15)
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Take-Two Interactive Software Inc. (TTWO $199.72)
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MasTec Inc. (MTZ $283.86)
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Elastic N.V. (ESTC $58.12)
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Clear Channel Outdoor Holdings Inc. (CCO $2.40)
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EMCOR Group Inc. (EME $812.79)
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Comfort Systems USA Inc. (FIX $1,462.23)
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SPX Technologies Inc. (SPXC $242.29)
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Pegasystems Inc. (PEGA $45.36)
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Primoris Services Corporation (PRIM $169.36)
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Vistra Corp. (VST $171.40)
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BWX Technologies Inc. (BWXT $206.44)
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Zoomd Technologies Ltd. (ZOMD $0.96)
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Datadog Inc. (DDOG $115.66)
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Vertiv Holdings LLC Class A (VRT $243.75)
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Snowflake Inc. (SNOW $172.50)
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JFrog Ltd. (FROG $37.75)
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Roblox Corporation Class A (RBLX $62.00)
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Applovin Corporation (APP $418.68)
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Constellation Energy Corporation (CEG $294.84)
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Talen Energy Corporation (TLN $382.25)
Q: Thank you for your just published special report on AI but will you soon publish a report listing the cos and sectors which will be negatively affected and whose moat will be disrupted?
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Broadcom Inc. (AVGO $332.65)
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NVIDIA Corporation (NVDA $189.82)
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Tesla Inc. (TSLA $411.82)
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Kraken Robotics Inc. (PNG $8.27)
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Zedcor Inc. (ZDC $6.02)
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Galaxy Digital Inc. Class A common stock (GLXY $29.03)
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CrowdStrike Holdings Inc. (CRWD $388.60)
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Tantalus Systems Holding Inc. (GRID $5.00)
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Roblox Corporation Class A (RBLX $62.00)
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Coinbase Global Inc (COIN $171.35)
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Robinhood Markets Inc. (HOOD $76.11)
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Nebius Group N.V. (NBIS $97.92)
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Rocket Lab Corporation (RKLB $70.86)
Q: There has been a huge run in the AI related stocks which your service has nailed. Thank you! Are there other sectors that you think have growth and upside right now, and why? If you have a sector(let's say gold, or consumer, etc), could you give a couple names US and CDA as well? Or should I just look in your portfolios for your picks?
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Apple Inc. (AAPL $264.58)
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Amazon.com Inc. (AMZN $210.11)
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Broadcom Inc. (AVGO $332.65)
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Meta Platforms Inc. (META $655.66)
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Microsoft Corporation (MSFT $397.23)
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NVIDIA Corporation (NVDA $189.82)
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INVESCO QQQ Trust (QQQ $608.81)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $370.54)
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iShares U.S. Tech Independence Focused ETF (IETC $91.75)
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Roblox Corporation Class A (RBLX $62.00)
Q: Hi Team,
What are your thoughts on Fidelity Global Innovators ETF (FNN-T)?
Would you consider it a buy at the moment?
Are there any similar funds in the same category or style that you would recommend instead?
Thanks very much for your insights,
Jacques IDS
What are your thoughts on Fidelity Global Innovators ETF (FNN-T)?
Would you consider it a buy at the moment?
Are there any similar funds in the same category or style that you would recommend instead?
Thanks very much for your insights,
Jacques IDS
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Electronic Arts Inc. (EA $200.40)
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Take-Two Interactive Software Inc. (TTWO $199.72)
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Roblox Corporation Class A (RBLX $62.00)
Q: Hi,
Do you see much growth in the video games sector in the present context ?
Which are the best opportunities to invest in the sector with a potential of strong growth in the next 3 years ?
Thank you in advance for your answer,
Jacques IDS
Do you see much growth in the video games sector in the present context ?
Which are the best opportunities to invest in the sector with a potential of strong growth in the next 3 years ?
Thank you in advance for your answer,
Jacques IDS
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Costco Wholesale Corporation (COST $985.27)
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Meta Platforms Inc. (META $655.66)
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Amphenol Corporation (APH $151.04)
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Element Solutions Inc. (ESI $35.44)
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Roblox Corporation Class A (RBLX $62.00)
Q: I have a small position in Element Solutions and am thinking of adding to it but can't find any previous questions. I'm also thinking of adding to Amphenol and starting a new position Roblox, Meta and Costco.. This would be in the growth portion of my portfolio. Or I could add to Vertiv and Axon. I have about 70k USD to deploy.
Thanks
Thanks
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Enghouse Systems Limited (ENGH $17.12)
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Twilio Inc. Class A (TWLO $113.14)
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Real Matters Inc. (REAL $6.06)
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Roblox Corporation Class A (RBLX $62.00)
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Educational Development Corporation (EDUC $1.39)
Q: Some flyers of mine that I’m interested in future prospects. Thoughts?
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Cadence Design Systems Inc. (CDNS $296.28)
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Synopsys Inc. (SNPS $439.94)
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Uber Technologies Inc. (UBER $73.86)
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Roblox Corporation Class A (RBLX $62.00)
Q: could you pls rank and comment on the above stocks in terms of greatest likelihood of appreciation within 12 months
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Twist Bioscience Corporation (TWST $48.59)
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Roblox Corporation Class A (RBLX $62.00)
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Sphere Entertainment Co. Class A (SPHR $114.24)
Q: Hello Team,
Which one these would you consider averaging down:
Twist (down 70%)
SPHR (down 60%)
Roblox (down 30%)
I would appreciate it if you could elaborate on your reasons.
Thank you for all your wisdom and kind support!
Which one these would you consider averaging down:
Twist (down 70%)
SPHR (down 60%)
Roblox (down 30%)
I would appreciate it if you could elaborate on your reasons.
Thank you for all your wisdom and kind support!
Q: Hi team,
What potential , if any do you see in Rblx currently? The shares have been making a slow recovery lately. Wondering if there’s a big future yet for this name, if they have areas to monetize in such as advertising on the platform? Or partnering with someone like meta for a VR metaverse future? Would you rank buy, hold , or sell today ?
Thanks
Shane
What potential , if any do you see in Rblx currently? The shares have been making a slow recovery lately. Wondering if there’s a big future yet for this name, if they have areas to monetize in such as advertising on the platform? Or partnering with someone like meta for a VR metaverse future? Would you rank buy, hold , or sell today ?
Thanks
Shane
Q: Hi team,
What do you think of the short attack on roblox today? Stock seems to be recovering from initial loses earlier today. I had been holding Roblox with hopes the name would recover with its advertising potential and growth prospects in future omniverse development and being a leader in VR games. Should I continue to hold this smaller position or is it time to run away. On a side note I always thought they would make a good aquisition target for meta for the headset usage and advertising expertise within the rblx platform. However regulators don’t seem to let Meta aquire any company these days . Thoughts ?
Shane
What do you think of the short attack on roblox today? Stock seems to be recovering from initial loses earlier today. I had been holding Roblox with hopes the name would recover with its advertising potential and growth prospects in future omniverse development and being a leader in VR games. Should I continue to hold this smaller position or is it time to run away. On a side note I always thought they would make a good aquisition target for meta for the headset usage and advertising expertise within the rblx platform. However regulators don’t seem to let Meta aquire any company these days . Thoughts ?
Shane
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Twilio Inc. Class A (TWLO $113.14)
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Invesco Solar ETF (TAN $59.77)
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Roblox Corporation Class A (RBLX $62.00)
Q:
I had purchased TAN, TWLO and RBLX. Now they are performing less than 55% of buy price. Should I HOLD these or take the losses and move forward?
I had purchased TAN, TWLO and RBLX. Now they are performing less than 55% of buy price. Should I HOLD these or take the losses and move forward?
Q: Can you please comment RBLX? Thank you!
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Ovintiv Inc. (OVV $69.16)
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Block Inc. Class A (SQ)
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iShares Global Agriculture Index ETF (COW $74.99)
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Spin Master Corp. Subordinate Voting Shares (TOY $19.67)
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Guardant Health Inc. (GH $103.10)
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Roblox Corporation Class A (RBLX $62.00)
Q: I would like to do some tax loss selling and was wondering if you might be able to rank RBLX, SQ, TOY, GH, OVV, and COW in order from those with the least potential to recover over the next year, to the most potential. I appreciated your help last year on the same topic. If I were to sell them all, are there any you would consider buying back after 30 days? Thanks.
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NVIDIA Corporation (NVDA $189.82)
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Roblox Corporation Class A (RBLX $62.00)
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Nextpower Inc. (NXT $119.34)
Q: Hi Team,
I am sitting on a small position of roblox in a US cash account with a 56% loss. Would you recommend holding this name with expectation of an eventual comeback ? Or is it time to cash out and accept the capital loss? If so what name would be your favourite to buy today with the funds either US or Cnd regardless of sector for a 10yr hold?
Thanks ,
Shane
I am sitting on a small position of roblox in a US cash account with a 56% loss. Would you recommend holding this name with expectation of an eventual comeback ? Or is it time to cash out and accept the capital loss? If so what name would be your favourite to buy today with the funds either US or Cnd regardless of sector for a 10yr hold?
Thanks ,
Shane
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Fortinet Inc. (FTNT $80.00)
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Palo Alto Networks Inc. (PANW $148.70)
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Rapid7 Inc. (RPD $6.57)
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CrowdStrike Holdings Inc. (CRWD $388.60)
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Roblox Corporation Class A (RBLX $62.00)
Q: Hello,
Can you please provide your current views on these two companies?
For a 3 to 5 years window, are they buy, hold or sell?
Thank you,
Can you please provide your current views on these two companies?
For a 3 to 5 years window, are they buy, hold or sell?
Thank you,
Q: Hello Team,
RBLX, buy, sell, or hold?
I would appreciate it if you could speak to cash flow, debt, and growth expectations.
Thanks,
Saeed
RBLX, buy, sell, or hold?
I would appreciate it if you could speak to cash flow, debt, and growth expectations.
Thanks,
Saeed
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Roku Inc. (ROKU $89.06)
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Generac Holdlings Inc. (GNRC $229.19)
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Match Group Inc. (MTCH $31.83)
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Zoom Communications Inc. (ZM $90.29)
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Upstart Holdings Inc. (UPST $29.29)
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Roblox Corporation Class A (RBLX $62.00)
Q: Hello,
I have small positions in these 6 stocks, all in the red - MTCH, ROKU, GNRC are in registered accounts, RBLX, UPST, ZM in non-registered. I don't find it easy to sell any stocks but in the spirit of 'pulling weeds', can I get your opinion on which of these, if any, you would sell. Any that might be worth adding to at their current valuation?
Thank you for your insights, Doris
I have small positions in these 6 stocks, all in the red - MTCH, ROKU, GNRC are in registered accounts, RBLX, UPST, ZM in non-registered. I don't find it easy to sell any stocks but in the spirit of 'pulling weeds', can I get your opinion on which of these, if any, you would sell. Any that might be worth adding to at their current valuation?
Thank you for your insights, Doris
Q: Your comment on Rblx's earnings today?
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PayPal Holdings Inc. (PYPL $41.65)
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Sea Limited American Depositary Shares each representing one Class A (SE $115.00)
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DocuSign Inc. (DOCU $44.48)
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Cardiol Therapeutics Inc. (CRDL $1.39)
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Digital Turbine Inc. (APPS $4.21)
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QuantumScape Corporation (QS $6.88)
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Desktop Metal Inc. Class A (DM $4.96)
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Skillz Inc. Class A (SKLZ $3.37)
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Roblox Corporation Class A (RBLX $62.00)
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C3.ai Inc. Class A (AI $10.38)
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Aeva Technologies Inc. (AEVA $12.54)
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Horizons Global BBIG Technology ETF (BBIG $27.24)
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Sharecare Inc. (SHCR)
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TortoiseEcofin Acquisition Corp. III Class A (TRTL)
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Matterport Inc. (MTTR)
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Ginkgo Bioworks Holdings Inc. Class A (DNA $9.22)
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IonQ Inc. (IONQ $31.90)
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Planet Labs PBC Class A (PL $23.90)
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GeneDx Holdings Corp. (WGS $82.06)
Q: Hi there, I am down considerably on the above stocks. Can you please advise which stocks have the greatest chance to recover in the next few years? Most are over 70% down and should I sell some to reinvest in better operating companies such as GOOG and AMZN. thank you for your time.