Tech Investors Podcast: Recent Episodes
Suhail Ahmad
Ideas, insights and strategies to help investors earn outstanding returns from publicly-listed technology companies and digital assets (crypto). Hosted by Suhail Ahmad, a successful tech investor since 1995, entrepreneur, and qualified investment manager. Suhail shares his experience and expertise to help investors better understand the fast-evolving technology landscape. Disclaimer: This podcast is for informational purposes only and is not financial or investment advice. Capital is at risk when investing in shares and digital assets.
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.
The tech investors podcast is back! With more market intelligence and on the heels of an extraordinary week in which tech stocks had a ‘rip roaring rally’ and crypto market crumbled. Is it time to add or reduce exposure to tech? If so where are the best opportunities? Qualified investment manager, former wealth adviser and Founder of the Financial Network, Suhail Ahmad, shares his insights and ideas to help you filter through the noise and make better investment decisions. Tune in for weekly tech investment intelligence.
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).
Furthermore, in stocks to watch this week he provides insights on video gaming company Electronic Arts (EA) and discusses Disney (DIS) with their earnings expected this week in comparison to Netflix (NFLX) which reported disappointing earnings last month and has been struggling to regain its momentum.
Also, at the end of each podcast, Suhail will also share insights on the cryptocurrencies (the new tech) helping both beginners and active investors in crypto understand the opportunities and challenges in the market. In this week's episode, Suhail talks about Ethereum (ETH), Bitcoin (BTC) and the irrational Dogecoin (DOGE).
Enjoy and follow us on Linkedin and Twitter for stock and market updates throughout the week:
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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.
Here's a summary of Suhail's stock ideas of 2020 and their performance to-date:
+259% - Senseonics Holdings (SENS)
+37% - Blackberry (BB)
+27% - Square (SQ)
+15% - SAP SE (SAP)
+6% - Pioneering Technology (PTE) on TSXV
-12% - Fisker (FSR)
Enjoy, invest wisely!
For the first podcast episode of 2021, Suhail reviews the top performing tech stocks for the previous year. Sharing the lucky seven tech companies that added $3.6 trillion in market capitalisation in 2020 driving a blockbuster year for tech stocks. Plus his thoughts on the tech sectors likely to outperform in 2021. Listen and enjoy!
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.
How far can it go? Suhail discusses Blackberry and what to expect in 2021 as well as the hot new IPO's coming to market this week, AirBnB and food delivery company DoorDash.
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.
With the announcement of the successful Phase 3 vaccine trials by Pfizer on Monday, the stock market surged with travel and consumer stocks benefiting the most. Technology stocks on the other hand fell in price and the 'stay-at-home' tech stocks such as Zoom Communications were hammered falling close to 20% in value. Is this the end of the tech rally? Meanwhile, in the crypto world, Bitcoin continues to nudge up looking to pierce through the $16,000 mark and is the best performing asset class over the past year rising over 100%! Do I own crypto? Yes, and listen to find out which cryptos I hold and what my thoughts are on the cryptocurrencies and if it is worth the risk and volatility. If you're looking at dabbling in cryptocurrencies, one of the most reputable brands in the industry is Coinbase, it's free to sign-up and with the following link you'll get a $10 credit https://bit.ly/3liJaLc
In this weekend's episode, we discuss:
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The Nasdaq rally of over 9% as Biden wins but doesn't sweep the elections. Leaving a grid-locked government which is unlikely to pass any significant corporate tax hikes.
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Cloud software company, Snowflake which recently went public and has Warren Buffett's Berkshire Hathaway as one of its IPO investors. But is it still a buy having more than doubled off its IPO? I've got a particular strategy in mind to potentially buy Snowflake and I'll share it with you in today's episode. Enjoy.