Portfolio Manager at Wellington-Altus Private Wealth
Member since: Jun '18 · 205 Opinions
Innovation in the tech sector creating tremendous opportunities for investors. Finally seeing growth avenue to re-invest large cash reserves within tech companies as A.I. accelerates. Large amounts of capital investment into tech development also contribution to larger economic growth within North American economy. Early stages of A.I. make it difficult to determine who will be the "winners" in the business cycle. No doubt, some companies will fail - but there will also be winners.
Large spotlight on the company, which has created massive valuation run-up. However, believes company has enormous opportunity. Government demand for data analysis within the military very strong. Eventually the innovation within the military will eventually pass to the public - which will increase revenues. Is a good investment for the long term.