Q: I currently hold a 2% position in GOOG in my TFSA and looking to deploy new funds amounting to 1,5%. Debating between adding to GOOG or diversifying with new position into NVDA. Which do you consider to have long term growth from these levels? Thank you.
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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: yesterday in response to Nick, 5i listed the following companies:
Large: MU, META, NVDA, GOOG, INTU
I am surprised you didn't include MSFT. please explain your rationale
Large: MU, META, NVDA, GOOG, INTU
I am surprised you didn't include MSFT. please explain your rationale
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Meta Platforms Inc. (META $588.67)
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Alphabet Inc. (GOOG $297.19)
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Intuit Inc. (INTU $425.25)
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Micron Technology Inc. (MU $376.11)
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NVIDIA Corporation (NVDA $176.74)
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Teradyne Inc. (TER $313.61)
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Axon Enterprise Inc. (AXON $431.28)
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e.l.f. Beauty Inc. (ELF $62.85)
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Freshworks Inc. (FRSH $8.11)
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Vertiv Holdings LLC Class A (VRT $262.50)
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Celsius Holdings Inc. (CELH $35.22)
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Robinhood Markets Inc. (HOOD $70.65)
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Cellebrite DI Ltd. (CLBT $13.90)
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Nebius Group N.V. (NBIS $105.00)
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Ouster Inc. (OUST $19.19)
Q: What is your top 5 US buys in order at today's price for each
Small cap
Mid cap
Large cap
Thank you
Small cap
Mid cap
Large cap
Thank you
Q: Thoughts on a decent entry point for this company?
Q: Looks like a good buying opportunity for a long term investor. What do you see as the near term price floor? What did you think of the latest quarter?
Thanks
Thanks
Q: Can you provide your assessment of this company in the space sector. Thanks
Q: Hi,
According to KoyFin in FY 2028 Micron is has a forecast 7% drop in sales and a 21% drop in earnings per share. Is that consistent with Bloomberg? Does this explain why MU is so cheap on a forward P/E basis (3.6X according to KoyFin)? What’s your take on this data and the implications for investment returns in this stock?
Thank you, Michael
According to KoyFin in FY 2028 Micron is has a forecast 7% drop in sales and a 21% drop in earnings per share. Is that consistent with Bloomberg? Does this explain why MU is so cheap on a forward P/E basis (3.6X according to KoyFin)? What’s your take on this data and the implications for investment returns in this stock?
Thank you, Michael
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Micron Technology Inc. (MU $376.11)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $166.10)
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Teradyne Inc. (TER $313.61)
Q: What order would you add to a TFSA? Thanks, Janet
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Broadcom Inc. (AVGO $314.08)
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Intuit Inc. (INTU $425.25)
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United Rentals Inc. (URI $730.61)
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ASML Holding N.V. (ASML $1,378.38)
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Axon Enterprise Inc. (AXON $431.28)
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Celsius Holdings Inc. (CELH $35.22)
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Karman Holdings Inc. (KRMN $85.65)
Q: hi
can you rate each as a buy/sell/hold please. and provide a lower price to buy each at assuming more market weakness.
cheers, Chris
can you rate each as a buy/sell/hold please. and provide a lower price to buy each at assuming more market weakness.
cheers, Chris
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Costco Wholesale Corporation (COST $995.64)
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JPMorgan Chase & Co. (JPM $295.85)
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Coca-Cola Company (The) (KO $76.06)
Q: hi,
similar to previous question. can I get an opinion on buy/sell/hold, and at what lower price you would buy at for each. cheers, Chris
similar to previous question. can I get an opinion on buy/sell/hold, and at what lower price you would buy at for each. cheers, Chris
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Applied Materials Inc. (AMAT $354.90)
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Lam Research Corporation (LRCX $223.30)
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Micron Technology Inc. (MU $376.11)
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Teradyne Inc. (TER $313.61)
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ASML Holding N.V. (ASML $1,378.38)
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Coherent Corp. (COHR $254.19)
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Electrovaya Inc. (ELVA $11.39)
Q: Hi 5i,
1). Disregarding company size, type etc. but looking for growth, if one were to buy any of the above noted stocks (MU, COHR, ASML, TER, LRCX, AMAT and ELVA) what buying order would you place them in?
2). And for the top 3 stocks why would you consider them your top 3?
3). Would you rank them any differently if oil prices were to remain elevated for say longer than 2 months, which may have an impact on certain companies more than others?
Thanks!
1). Disregarding company size, type etc. but looking for growth, if one were to buy any of the above noted stocks (MU, COHR, ASML, TER, LRCX, AMAT and ELVA) what buying order would you place them in?
2). And for the top 3 stocks why would you consider them your top 3?
3). Would you rank them any differently if oil prices were to remain elevated for say longer than 2 months, which may have an impact on certain companies more than others?
Thanks!
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iShares S&P/TSX Capped Energy Index ETF (XEG $26.01)
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Vanguard Energy ETF (VDE $166.60)
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State Street Energy Select Sector SPDR ETF (XLE $58.85)
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iShares ESG Aware MSCI Canada Index ETF (XESG $39.99)
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State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP $174.47)
Q: I've noticed there is a divergence on many days between the performance of Canadian and American oil and gas stocks. Today, for example, many Canadian oil stocks are down. XEG is down .86% on the day. All the American O&G ETFs are up, most fairly strongly. What accounts for this?
Q: What is causing the big drop in MU?
Q: I'm getting very nervous. Do you think that Micron is still a "lay up"? I think margin will be intact for at least the next couple of quarters, but what do you think of their longer term expectation (eg the next two years? How low can it go before it stops cratering?
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Broadcom Inc. (AVGO $314.08)
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Meta Platforms Inc. (META $588.67)
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Microsoft Corporation (MSFT $372.19)
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NVIDIA Corporation (NVDA $176.74)
Q: 1. what is your best metric that you use to value these 4 companies? 2.what is this metric currently? 3. what is the PEG for each company.? 4. rank in order for capital appreciation over next 3 years thanks Richard
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Amazon.com Inc. (AMZN $212.96)
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Broadcom Inc. (AVGO $314.08)
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Alphabet Inc. (GOOGL $299.52)
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Microsoft Corporation (MSFT $372.19)
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NVIDIA Corporation (NVDA $176.74)
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Visa Inc. (V $299.92)
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S&P Global Inc. (SPGI $425.72)
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Arista Networks Inc. (ANET $126.59)
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Transdigm Group Incorporated (TDG $1,178.86)
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Axon Enterprise Inc. (AXON $431.28)
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Heico Corporation (HEI $276.35)
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Vertiv Holdings LLC Class A (VRT $262.50)
Q: Our core long-term holdings - not full positions. Please advise those that could add to full positions, hold or sell or those that you would replace with better potential. Please rank.
Q: The FTC today warned visa and three others about denying customer access to financial services due t political or religious reasons. Is this why visa dropped 10.5 dollars so far today? If not, why is the stock doing so poorly? Is this FTC warning a real concern for Visa?
Q: Is Firefly a buy after an ongoing investigation into it as the price has dropped considerably.
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AeroVironment Inc. (AVAV $186.23)
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Kratos Defense & Security Solutions Inc. (KTOS $70.32)
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Ondas Inc (ONDS $9.06)
Q: I watched an informative youtube on the war in Iran . So the war is a long ways from being over and from what I heard has made aircraft carriers obsolete. New warfare is drones ,missiles and satellites . What companies large or small is one to look at .I know about Raytheon and Lockheed but what other ones would you put first.
Q: Hi, I would appreciate if you can share your insight about ADP. Do you consider it a buy, Hold, or Sell and Why?