Tech Investors

Tech Investors podcast is back and we start off with a summary of recent winners and losers during earnings season. What the tech sector is likely to do for remainder of the month and heading into the summer. As well as share our thoughts and price target on a tech stalwart which was punished this earnings season becoming the second worst performer in the Nasdaq 100 this month.

Listen for my insights on the Cubes (QQQ) and why I think we may have a Santa Claus rally with a 5 -7% upside on the Nasdaq to year end. Also I discuss two high growth cloud stocks and which one was recently added to my portfolio and worthy of 100% upside over the next year.

Season two of Tech Investors Podcast (TIP) kicks off with a packed episode in which Suhail recaps some of his previous holdings including payments company Square (SQ), the electric vehicle maker Fisker (FSR), and software giant SAP (SAP).

Enjoy and follow us on Linkedin and Twitter for stock and market updates throughout the week:

In today's weekend podcast, Suhail recaps his stock ideas/picks of 2020, breaking down how they performed and if he's still holding, adding or selling his positions. It's longer than a usual episode at 40 mins but well worth the listen. Even if you do so in two parts. You'll get great insights on Suhail's investment process as well as how he is positioning his tech portfolio given the market rally. Yes, he does talk about Tesla as well.

The time to think about taxes on your investment portfolio is not when you're preparing taxes in a few months, but now. There are several things to consider as we head into the new year which can help reduce your tax bill and improve the performance of your portfolio.

In the last episode before Christmas, Suhail shares a few tax minimisation strategies such as Tax-Loss Harvesting and Tax-Deferral which for U.S. and Canadian investors will need to be considered and implemented before the last day for tax-loss selling which is December 29th this year. Stocks purchased or sold after this date will be settled in 2021, so any capital gains or losses will apply to the following tax year.

Suhail also introduces you to Tax-Loss buying opportunities which often arise in small and micro-cap companies as well as the Dogs of the Dow strategy which could be a winning approach for the non-technology component of your portfolio next year.

Wishing everyone a safe and happy holiday!

On weekend episodes of the podcast, Suhail introduces listeners to tech companies with a potential 50-100% upside over the next twelve months. Today, Suhail talks about a MedTech company listed on the AMEX that has been crushed over the years and is 85% below its all-time high of over $5 a share.

The company develops and commercializes continuous glucose monitoring (CGM) systems for people with diabetes primarily in Europe. Its products are an implantable CGM system to measure glucose levels in people with diabetes 24/7 and for a period of up to 90 and 180 days. Listen to the podcast to learn more about the company and why it got Suhail's attention.

What a week for IPOs as both Airbnb and DoorDash share prices rocket on their first day of trading closing up 113% and 86% respectively. Both companies, Airbnb particularly left a lot of money on the table as they should have better-anticipated demand considering DoorDash went public just yesterday demonstrating the market appetite.

So now what? For all the tech investors that didn't get a piece of the shares at the IPO price, is it worth buying at these levels? What's an alternative way to participate in the IPO market? In today's episode, Suhail shares his thoughts and strategy for investing in IPOs and tech sector.

Last week Blackberry formerly known as 'Research in Motion' announced a deal with Amazon.com to develop a secure and intelligent connected vehicle software platform for in-vehicle applications using its QNX operating system. It will essentially enable AWS’ IoT services in the cloud and in the cars a comprehensive edge-to-cloud offering for car brands that use AWS services. It could be huge for the automotive sector, autonomous driving and propelled the dynamics of the automotive sector, led to Blackberry shares moving up almost 50% for the week.