Q: Can I have your thoughts on Cisco and Nvidia partnership? Do you think that Cisco is a buy at this level for growth and dividend?
Thank you,
Stephan
Thank you,
Stephan
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Can you give your thoughts on INMD's earnings today? The market isn't liking the continued rev and profit deceleration, and again lowered guidance. They blame economic forces but this pre dates Trump and the recent pullback, so one has to believe their previous products keep losing brand power. They have a lot of cash, and they bought back a lot of shares but its seeming like a bit of a value trap since the buybacks aren't making up for the business decel. They released a newer product in the last year but at this point we have no clue if its going to do well. Is this still a hold for you? Thx
Q: Apr 28 $162.42,1yrH $208.70,1yrL $142.66. A favourite of many incl.5i.Latest Q beat estimates.Good metrics,Cheapest of the M7.Down some 22% from 1 yrH.Why? Is it buyable here and a good entry price.Txs for u usual great services & views.
Q: FTG LOOKS LIKE A SLEEPER HITTING BIG POINTS ON MY SCORECARD. WHAT AM I MISSING? YOUR OPINION PLEASE PLEASE?
Q: PNG reported early this morning. Seems good. Can you assess things after call and provide how things shape for the future. Is this a good time to complete a position? What range might the stock be in a year out from now?
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INVESCO QQQ Trust (QQQ)
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Vanguard Information Technology ETF (VGT)
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Invesco NASDAQ 100 Index ETF (QQC.F)
Q: can you recommend a canadian ETF that invests in Tech or would you prefer an American ETF
Q: Hi 5i,
Would like to get your thoughts and outlook on MDA. Would you initiate a position in it today?
I'm looking to hold long term.
Thanks,
Kyle
Thanks,
Kyle
Would like to get your thoughts and outlook on MDA. Would you initiate a position in it today?
I'm looking to hold long term.
Thanks,
Kyle
Thanks,
Kyle
Q: Can you comment on Vertiv's earnings and the outlook for the stock? Positive market reaciton but how much of that is the market itself generally being up?
Thanks.
Thanks.
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QUALCOMM Incorporated (QCOM)
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Corning Incorporated (GLW)
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International Business Machines Corporation (IBM)
Q: For a 4% total allocation to an income portfolio, would you own both GLW and IBM or just one? Or is there some other name you prefer?
Q: Please advise if this is a buy, hold or sell after earnings.
Thanks
Thanks
Q: Q : Hello 5i team
Would you be willing to complete a position on LMN today? Since it's US-centric, can the Trump administration hinder its development in any way? Is your conviction in this stock as high as ever?
Thanks
Would you be willing to complete a position on LMN today? Since it's US-centric, can the Trump administration hinder its development in any way? Is your conviction in this stock as high as ever?
Thanks
Q: GLXY has come to life over the past week.
Is there anything happening here other than the price of BTC?
Sheldon
Is there anything happening here other than the price of BTC?
Sheldon
Q: Hello 5i team,
How material is this data privacy class action lawsuit against SHOP in California?
Will this continue to be appealed or will this go forward?
This seems major since it's in California.
Andrew
How material is this data privacy class action lawsuit against SHOP in California?
Will this continue to be appealed or will this go forward?
This seems major since it's in California.
Andrew
Q: Would be interested in your take on The search question. Many are saying Goog has lost its leadership position due to AI - I believe search is still the overwhelming cash cow for the company. It’s Gemini doesn’t appear to be getting much traction?
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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lululemon athletica inc. (LULU)
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Celestica Inc. (CLS)
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DeFi Technologies Inc. (DEFI)
Q: According to Yahoo Finance average vulume for Canada is 1.2 million shares and for the US IT IS 5.5 million shares per day. Where did 5i get your numbers from?
Thx
Thx
Q: Celestica trades up to 25% of its outstanding shares on a weekly basis and up to 50% some weeks lately. Any thoughts as to the turnover of shares? Could this be hedge funds churning the stock ?
Thx
Thx
Q: What are your thoughts on Nano:ca
Q: How do you think Celetica will perform in the current environment? Recent significant downgrade at JPM. Is it likly to react based on NVDA performance?
Thanks for all your guidance,
Mike
Thanks for all your guidance,
Mike
Q: Today you had question on negatives for SHOP that would trigger analysts Sell rating. Can you please comment on what would be the positives that would support analysts Buy rating for SHOP?
Q: SHOP has received some so-so analyst ratings recently. Some are buys and some are hold and sell. I know 5i likes SHOP. But if you had to put a bad report together on SHOP, what would be the negatives that would result in a poor rating. I guess I'm asking what does one have to worry about specifically with SHOP?