Tech Investors

This year has seen unprecedented growth in environmental, social and governance (ESG) investing with Morningstar reporting total assets of ESG funds hit $1 trillion for the first time. In today's episode, Suhail helps you understand the difference between ESG and socially responsible investing  (SRI) and impact investing. Often the three terms are incorrectly used synonymously. As technology investors, there is a silver lining for us as most tech companies qualify as ESG investments. The increasing money flows into ESG assets can provide a tailwind for tech stocks.

Is the 'rip-roaring rally' in electric vehicle (EV) makers coming to a screeching halt? Forget Tesla shares which are up over 500% YTD, the real winner has been NIO, it's Chinese competitor which is up 1,243% YTD and mind-boggling 2,459% from its March low when the shares could've been bought for just $2.11... the shares closed at $54 on Friday! In today's episode, I share which EV stock I'd be buying and why. Expect to be surprised and worth the listen for my 'undiscovered' EV company to consider going into December.

Bitcoin and cryptocurrencies had a spectacular price surge in late 2017 approximately at the same time of the year as it is once again having this year. Is history about to repeat itself? Bitcoin hit an all-time price of $19,783 on December 17th, 2017 falling just short of $20,000 mark. Other cryptocurrencies referred to as 'altcoin' had even greater price increases with Ripple going from $0.20 to $3.38 in a matter of months from Oct - Jan 2017 before crashing back down to $0.28 by summer of 2018. 

However, there is a key distinction between the 2017 bull run and now, institutional investors. Suhail shares his experience of the 2017 crypto bull run and what lessons we can learn.

We only hear about the big 'cap' tech stocks such as Microsoft, Apple or Amazon in the news. However, these large-capitalization companies with a market value of over $10 billion represent a small fraction of the 41,000 listed public companies worldwide. In today's episode, Suhail provides an overview of the vast majority of companies that fall into the small, micro and nano-cap category. Including sharing details of one nano-cap company, Pioneering Technology Corp. (Symbol: PTE) trading on the Toronto Venture Exchange which Suhail has in his portfolio. Providing an overview of their financial position to highlight why not all nano-cap or 'penny' stocks are speculative. As Warren Buffett would say,  'Super Investors'  can find extraordinary value and returns investing in the small stocks yet to be discovered by the professional money managers.

Suhail introduces technical analysis and two key chart indicators that he uses to support his buy and sell decisions in publicly listed technology stocks. With Tesla shares racing almost 20% in price on the news of its inclusion in the S&P 500 index, it provided for a good case study in this week's technical discussion. Enjoy!

Fintech payment providers Paypal (ticker:PYPL) and Square (ticker:SQ) are making news headlines these days as Paypal started allowing its U.S. users to trade cryptocurrencies this week. Square, on the other hand, announced recently that it had allocated $50m of its cash to bitcoin, although not significant in comparison to its assets and represented only 1% of its assets. What both Paypal and Square are demonstrating their move into cryptocurrencies and I'm expecting more news out of Square.

Listen to the episode to learn which payment provider I'm considering to buy on the next pull-back and why? Also, I'll update you on Chinese fintech giant Ant Financial which had it's IPO delayed and is now looking at its valuation getting slashed by up to 50%! I've got the inside story.

In this weekend's episode, we discuss: