Q: which do you think has a better upside and why?
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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.
- Netflix Inc. (NFLX)
- PayPal Holdings Inc. (PYPL)
- Appian Corporation (APPN)
- Roku Inc. (ROKU)
- VMware Inc. Class A (VMW)
- OLO INC (OLO)
- Palantir Technologies Inc. Class A (PLTR)
- Upstart Holdings Inc. (UPST)
- Coinbase Global Inc (COIN)
Q: Down significantly on these names, wondering at these level if you would still hold on for a better market, if so which ones or swap them out for other stocks that are down and may have a better chance to recover.
- Netflix Inc. (NFLX)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Converge Technology Solutions Corp. (CTS)
- CrowdStrike Holdings Inc. (CRWD)
- Unity Software Inc. (U)
- Upstart Holdings Inc. (UPST)
- Roblox Corporation Class A (RBLX)
Q: Thoughts on these quarterly results? Do you still like the long term prospects of these three growth companies?
In general, what are your thoughts on holding growthier names in this current market? It just seems that the risk of holding these positions through earnings outweighs the benefits. For example, if a company meets expectations and maintains guidance, the stock barely moves. However, any miss or lower guidance and the stock easily gets crushed 30-50%, such as NFLX, FB, UPST, RBLX, COIN, etc... Seems a lot of companies are issuing lower guidance because of all the uncertainties. Wouldn't it be better or more prudent to just sell or maybe trim the positions to reflect these risks and re-enter later?
Other growth names I have on deck soon are GSY, WELL, AT, EGLX, LSPD, NVDA, APPS, and CRWD and I'm worried about how investors will react to earnings. Thanks!
In general, what are your thoughts on holding growthier names in this current market? It just seems that the risk of holding these positions through earnings outweighs the benefits. For example, if a company meets expectations and maintains guidance, the stock barely moves. However, any miss or lower guidance and the stock easily gets crushed 30-50%, such as NFLX, FB, UPST, RBLX, COIN, etc... Seems a lot of companies are issuing lower guidance because of all the uncertainties. Wouldn't it be better or more prudent to just sell or maybe trim the positions to reflect these risks and re-enter later?
Other growth names I have on deck soon are GSY, WELL, AT, EGLX, LSPD, NVDA, APPS, and CRWD and I'm worried about how investors will react to earnings. Thanks!
- Netflix Inc. (NFLX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Block Inc. Class A (SQ)
- Atlassian Corporation (TEAM)
- Roku Inc. (ROKU)
Q: Are these stocks still expensive? In what order would you buy them today?
Thank you for great service.
Milan
Thank you for great service.
Milan
- Intuitive Surgical Inc. (ISRG)
- Netflix Inc. (NFLX)
- NVIDIA Corporation (NVDA)
- PayPal Holdings Inc. (PYPL)
- Constellation Software Inc. (CSU)
- FirstService Corporation (FSV)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Roku Inc. (ROKU)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: What do feel are the best bargains currently in this market ? Top 10 please, and a management ranking, 10 being the best. Long time time horizon. Thanks
Also, please provide your favourite Cnd stock/ETF for an RESP. Long time horizon
Thanks
Nick
Also, please provide your favourite Cnd stock/ETF for an RESP. Long time horizon
Thanks
Nick
- Intuitive Surgical Inc. (ISRG)
- Netflix Inc. (NFLX)
- NVIDIA Corporation (NVDA)
- FirstService Corporation (FSV)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Roku Inc. (ROKU)
- Affirm Holdings Inc. (AFRM)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: With the stock market being just terrible these days, what at the companies trading at or near 52 week lows that you would strongly buy if you could (US or CDN)?
Q: Hi 5i - do you like the new CDN $ hedged CDR investments for US companies such as NVDA and Netflix?
Thanks, Neil
Thanks, Neil
- Netflix Inc. (NFLX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Upstart Holdings Inc. (UPST)
- Affirm Holdings Inc. (AFRM)
Q: These 2 darlings are now ugly ducklings. Not long ago,Shop was the biggest company in Canada overtaking perrinnel leader,RY. Recent drastic drop from $2228 H to $658,1year Low.Any reasons for the 14% haircut today besides news that it is in talks to buy startup,Deliverr. Think market does not like this type of acquistion nowadays as it will likely increase its losses & prolong its plan to profitability in this market backdrop.Is this a entry point or more pain to come. Txs for u usual great services & views Is this an entry point for GSY which got hammered today too & trading near 1yr low.
Q: shop is dropping today Wednesday. is this Netflix influence? can you comment on future and explain.
Q: If Netflix is down 25% at the open of trading, isn’t this an amazing buying opportunity for long term investors? Seems to me the causes for concern are only temporary and not part of a long term trend. Am I missing something?
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOGL)
- Microsoft Corporation (MSFT)
- Netflix Inc. (NFLX)
- NVIDIA Corporation (NVDA)
Q: Hi, could you please list some Canadian and U.S. technology stocks whose business model/ revenues / earnings are most resistant in a recession or growth slowdown? Thank you.
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Netflix Inc. (NFLX)
- NVIDIA Corporation (NVDA)
- Tesla Inc. (TSLA)
Q: Do you feel the bigger tech companies will do well or at least weather the storm during the next 6 to 18 months, given rising inflation and potential recession. Other than Google and Microsoft, what would be your top 5 tech names to buy today?
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Netflix Inc. (NFLX)
- NVIDIA Corporation (NVDA)
- Home Depot Inc. (The) (HD)
- Tesla Inc. (TSLA)
- Apple Hospitality REIT Inc. (APLE)
- Vanguard Mega Cap Growth ETF (MGK)
Q: Hi
In response to David's question today, you said that mega-cap tech is a sector that should perform well in recessionary environments. can you give some examples of stocks or ETFs. Also, you recommended consumer staples. Would you be comfortable buying consumer staples at these high prices?
thanks for your help
In response to David's question today, you said that mega-cap tech is a sector that should perform well in recessionary environments. can you give some examples of stocks or ETFs. Also, you recommended consumer staples. Would you be comfortable buying consumer staples at these high prices?
thanks for your help
Q: Can you please comment on Wedbush’s downgrade of Upst and if their concerns are valid
Q: Is there any particular news about why the Trade Desk (TTD) continues to decline? I thought the last quarter was quite strong. I also read there are rumors that Netlfix is considering ads which I would assume TTD would benefit greatly from. Can you comment on your thoughts moving forward.
Thanks for the fantastic service!
Thanks for the fantastic service!
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Netflix Inc. (NFLX)
- NVIDIA Corporation (NVDA)
- CrowdStrike Holdings Inc. (CRWD)
Q: please provide the current P/E ratios for these stocks please show the historic p/e high and historic low. please also show the current price to sales ratio of each company and the historic p/sales high and low also are the current p/e ratios based on trailing earnings or rather forecast future earnings thanks Richard
- Microsoft Corporation (MSFT)
- Netflix Inc. (NFLX)
- General Motors Company (GM)
- Honeywell International Inc. (HON)
- Sun Life Financial Inc. (SLF)
- Agnico Eagle Mines Limited (AEM)
- iShares Core MSCI EAFE IMI Index ETF (XEF)
- Health Care Select Sector SPDR (XLV)
Q: Hi,
I have $20,000 to top up my TFSA and wonder what would be best considering my above holdings. Should I add to any of the above or can you suggest any other stock or ETF that would be most suitable for growth and preservation. Your advice is most appreciated.
I have $20,000 to top up my TFSA and wonder what would be best considering my above holdings. Should I add to any of the above or can you suggest any other stock or ETF that would be most suitable for growth and preservation. Your advice is most appreciated.
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Netflix Inc. (NFLX)
- PayPal Holdings Inc. (PYPL)
- Marvell Technology Inc. (MRVL)
- T-Mobile US Inc. (TMUS)
- DraftKings Inc. (DKNG)
- Robinhood Markets Inc. (HOOD)
Q: How would you rank these for adding to my TFSA today? They have all been beaten up, but are good stocks. Thanks as always!
- Meta Platforms Inc. (META)
- Netflix Inc. (NFLX)
- Roku Inc. (ROKU)
- Shopify Inc. Class A Subordinate (SHOP)
- Upstart Holdings Inc. (UPST)
- Affirm Holdings Inc. (AFRM)
Q: For a 5 year hold, With the 23% drop in FB, is it better to sell at a loss in a registered account and buy stocks such as Roku, afrm, upst, Netflix, Shopify? These stocks are also down lately. Would you make the same decision for a 2 year hold?
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Netflix Inc. (NFLX)
- Evolve FANGMA Index ETF (TECH)
Q: Is there an etf that has google facebook apple and microsoft that trades on tsx in canadian funds.
T Steve
T Steve