Q: Please give me your assessment of this company going forward. Do you think they are gaining traction...it looks cheap...a buy, hold or sell?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi-it's been more than 6 months since anybody has asked a question about this loser. What would be your opinion now?
Regards, Dave
Regards, Dave
Q: Can I please get your current opinion on rpd?
Is it worth holding onto?
Is it worth holding onto?
Q: BTQ Technologies is a small cap Canadian company engaged in the development of computer-based technology related to post-quantum cryptography for applications in blockchain and related technologies. Ir is up 450% since April. I don't see any questions on this company in your Q/A. I would appreciate you comments on the company.
Q: IBM- what's happening here?
More to go?
More to go?
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Charles Schwab Corporation (The) (SCHW $91.95)
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Interactive Brokers Group Inc. (IBKR $56.62)
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Robinhood Markets Inc. (HOOD $91.27)
Q: May I have your take on Webull please? (BULL:US)
Thank you.
Thank you.
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NVIDIA Corporation (NVDA $160.00)
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Goldman Sachs Group Inc. (The) (GS $697.28)
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Oracle Corporation (ORCL $234.50)
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Advanced Micro Devices Inc. (AMD $137.82)
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Robinhood Markets Inc. (HOOD $91.27)
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GE Vernova Inc. (GEV $530.00)
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Circle Internet Group Inc. Class A (CRCL $204.81)
Q: Happy Summer day 5i Community :
Over the weekend watched a YouTube video of Tom Lee's interview with Korean news, Tom mentioned "GRNY" his recently inception ETF:Fundstrat Granny Shots US Large Cap ETF which runs a concentrated 35 large cap stocks, and has been out performed "QQQ" & "MAGS" so far this year. Could I have your opinion of this ETF if it is worth to give a try and rick facts associated with it please?
Thanks,
Over the weekend watched a YouTube video of Tom Lee's interview with Korean news, Tom mentioned "GRNY" his recently inception ETF:Fundstrat Granny Shots US Large Cap ETF which runs a concentrated 35 large cap stocks, and has been out performed "QQQ" & "MAGS" so far this year. Could I have your opinion of this ETF if it is worth to give a try and rick facts associated with it please?
Thanks,
Q: What are your thoughts on this? How does it work and what are the risks?
Q: Hi Folks,
I would like to add to my holdings in either MSFT or GOOG in my TFSA. May I have your opinion as to which one you would recommend at this time.
Thanks
I would like to add to my holdings in either MSFT or GOOG in my TFSA. May I have your opinion as to which one you would recommend at this time.
Thanks
Q: This is a hard stock to stomach. Do the wild swings in price have to do with the fact that it is not heavily traded? What size of a position would you recommend that an aggressive investor hold in a portfolio? My thinking with this name is that you either have to trade it or hold it and forget it. I am inclined to go with the latter option, subject to your comments about valuation. I note that the short float has increased recently which always makes me nervous. Thank you, Jason
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iShares U.S. Aerospace & Defense ETF (ITA $186.76)
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Axon Enterprise Inc. (AXON $790.22)
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Global X Defense Tech ETF (SHLD $59.71)
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Select STOXX Europe Aerospace & Defense ETF (EUAD $42.85)
Q: Good problem to have - I own the above ETFs. Combined, there are now about 6% of my portfolio - I also own Axon, which is another 3% of my portfolio (up 65%). Am I getting too high into defence-related positions, or does the diversification in the ETFs mean that I could consider higher positions? What would you consider the top end regarding percentage of portfolio, and would you tie the Axon into the calculation? Thanks!
Q: hi 5i, Are these two OK to buy today? for 3 years hold
thanks
thanks
Q: Any thoughts on the topicus loan.Is it a sizable loan?
Thx
Thx
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Alphabet Inc. (GOOG $175.16)
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Microsoft Corporation (MSFT $496.62)
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NVIDIA Corporation (NVDA $160.00)
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Salesforce Inc. (CRM $273.65)
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ServiceNow Inc. (NOW $1,022.98)
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Snowflake Inc. (SNOW $223.50)
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UiPath Inc. Class A (PATH $13.22)
Q: Hi 5i Team - First a general question on the topic of AI. Is agentic AI the sequel to generative AI and from an investment point of view are companies that are developing or involved with agentic AI ones we should be looking at now. Specifically is UiPath one to invest in along this theme and do you have any suggestions for other ones that may be equal to or better than UiPath. Thanks.
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Lockheed Martin Corporation (LMT $463.01)
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Northrop Grumman Corporation (NOC $504.85)
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AeroVironment Inc. (AVAV $237.07)
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Kratos Defense & Security Solutions Inc. (KTOS $44.34)
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Teledyne Technologies Incorporated (TDY $515.05)
Q: Can you analyze AVAV as a potential investment? Look at growth, moat, competitors and catalysts if you don't mind. The stock has had a good run but it seems to have potential with all of the new NATO spending that is projected. In addition, please suggest any other companies that you more strongly believe in as likely to benefit from military spending with an emphasis on smaller companies with higher risk, higher upside. Thanks and Happy Canada Day!
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Galaxy Digital Inc. Class A common stock (GLXY $26.65)
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Coinbase Global Inc (COIN $354.82)
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Robinhood Markets Inc. (HOOD $91.27)
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Harvest MicroStrategy Enhanced High Income Shares ETF (MSTE $16.66)
Q: For Crypto exposure, I have a 1.5% position in COIN, a 2% position in GLXY (up 25%) and a .5% position in MSTE. I want to invest another 1.5% by either bringing COIN to 3% or investing in HOOD at 1.5%. Would you add to COIN or diversify into HOOD? Would you be comfortable with 5.5% total in diversified Crypto holdings?
Q: What are your thoughts about these two please, thanks.
Q: Everyone, what do you believe would be the next spin out from CSU? Clayton
Q: Hello,
I read with interest this passage from a big fund quarterly report:
“We sold our smallest holding, Lumine, a small vertical market software business spun off from Constellation Software and still controlled by it. We’ve had trouble getting too excited about these spins from the mothership as we previously sold Topicus, another Constellation-owned business. These spinoffs tend to be nice businesses, but tiny and illiquid. Plus, Constellation continues to control the business economics and voting rights. It makes more sense for us to concentrate our research focus on Constellation.”
Is it fair to say that large funds often face challenges in initiating or maintaining meaningful positions in spinoffs like Lumine or Topicus, particularly due to limited liquidity and the ongoing control exerted by Constellation Software?
Thank you in advance for your insights.
I read with interest this passage from a big fund quarterly report:
“We sold our smallest holding, Lumine, a small vertical market software business spun off from Constellation Software and still controlled by it. We’ve had trouble getting too excited about these spins from the mothership as we previously sold Topicus, another Constellation-owned business. These spinoffs tend to be nice businesses, but tiny and illiquid. Plus, Constellation continues to control the business economics and voting rights. It makes more sense for us to concentrate our research focus on Constellation.”
Is it fair to say that large funds often face challenges in initiating or maintaining meaningful positions in spinoffs like Lumine or Topicus, particularly due to limited liquidity and the ongoing control exerted by Constellation Software?
Thank you in advance for your insights.
Q: What would be a great entry price?