Q: What is going on with AVAV today,? Down 20%. Is it a buying opportunity?
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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.
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Ucore Rare Metals Inc. (UCU $6.75)
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Cellebrite DI Ltd. (CLBT $13.50)
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Nebius Group N.V. (NBIS $91.01)
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Circle Internet Group Inc. Class A (CRCL $96.14)
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Robinhood CDR (CAD Hedged) (HOOD $13.04)
Q: Do you see, in the next 3-5 years,significant upside for these stocks?If so what would see as a good entry point for each?
Thank you
Thank you
Q: I understand NVDA is putting 2Billion each into both COHR & LITE. I’m happy with COHR, up almost 400% now at a 5% weighting. Probably should start to look at selling some to keep the weighting down. Is LITE investable with its 220 P/E? One other question is NVDA getting shares for their 2 Billion?
Jim
Jim
Q: Hello Team,
Could I have your opinion on Blue Owl please.
Many thanks!
Could I have your opinion on Blue Owl please.
Many thanks!
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Intuitive Surgical Inc. (ISRG $496.25)
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AbbVie Inc. (ABBV $234.26)
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Eli Lilly and Company (LLY $1,017.97)
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Merck & Company Inc. (MRK $121.41)
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BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $70.62)
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iShares U.S. Healthcare ETF (IYH $66.08)
Q: The sector rotations in the markets are wreaking havoc on my portfolio balance, mostly in a good way. The healthcare sector overall is down and the limited successes seem expensive. Also, the US government is pushing pharma to reduce their margins.
Do you feel that it is a good time to invest in healthcare and if so could you recommend stocks and etfs for broader exposure? For years, the etfs seem to have underperformed.
Thank you!
Do you feel that it is a good time to invest in healthcare and if so could you recommend stocks and etfs for broader exposure? For years, the etfs seem to have underperformed.
Thank you!
Q: May I have your read on the reported earnings and prospects for CRSP please.
Q: Hi 5i,
Would you please comment the result and seem not that good. Does it relate to the new CEO? Please kindly advise the price to buy-in and the target price as well. Many thanks.
Would you please comment the result and seem not that good. Does it relate to the new CEO? Please kindly advise the price to buy-in and the target price as well. Many thanks.
Q: Hello Everyone at 5i!
What do you think is the long term prospects of Vertiv Holdings . I am up significantly and am thinking of taking a wee bit of money off the table.
What do you think is the long term prospects of Vertiv Holdings . I am up significantly and am thinking of taking a wee bit of money off the table.
Q: After TLN results, your opinion please, are these good price entry points for these stocks
Thanks
Thanks
Q: What's your take on Lantheus' earnings report and outlook for the next few years? I sold most of my position a year ago. Would you continue to hold a small position or move on to a more promising name?
Thanks for your invaluable service.
Thanks for your invaluable service.
Q: Thoughts on the quarter? Especially the outlook? Thanks.
Q: What are your thoughts about Oddity please thanks?
Q: Can I get a breakdown and analysis of the results for Blacksky please, and what you see for this company going forward.
Pete in Calgary.
Pete in Calgary.
Q: Now that Netflix is ​​abandoning the WB acquisition and receiving $3 billion, how do you value the stock? Should we revisit the November price?
Q: Now that Paramount has won the bid to buy WBD at 31$ per share, and stock price is still 28, do you see an almost guaranteed 10% gain as long as you're willing to hold the stock for a few months or a year?
It almost seems like a lot of free money. Any explanation why the current price is not closer to 31?
Do you recommend buying at $28?
It almost seems like a lot of free money. Any explanation why the current price is not closer to 31?
Do you recommend buying at $28?
Q: Which of these two would you rank higher?
Q: NBIS has dropped quite a bit today. I would like your interpretation of the drop and would like to know whether you would suggest adding to it at this time?
Q: I know it’s been a very volatile stock lately, but would you initiate a position at these level levels?
Q: Market reaction is harsh. What do you see going forward?
Hold or sell?
Hold or sell?
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Alphabet Inc. (GOOG $306.36)
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Celestica Inc. (CLS $365.00)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.32)
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Kraken Robotics Inc. (PNG $9.25)
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Teradyne Inc. (TER $325.83)
Q: What are your top 5 growth stocks? Can you provide a couple of compelling reasons why each makes the grade and also rank them from highest to lowest conviction. Finally can you indicate where you feel the stock price will be 12 months from now.