Q: Hi, What would be your favorite stock for the US financial sector for valve and growth in the next 2-3 years? Also if this is not in the banking sector, which of the US bank would be your top pick?
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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: Of the two names in the utility sector can you reccommend 1? Looking for diversification in my portfolio post rate cuts. Tickers are PUI and IDU. Is 5% exposure appropriate?
Thank-you in advance.
Thank-you in advance.
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Duke Energy Corporation (Holding Company) (DUK)
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NextEra Energy Inc. (NEE)
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Williams Companies Inc. (The) (WMB)
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Vistra Corp. (VST)
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Constellation Energy Corporation (CEG)
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GE Vernova Inc. (GEV)
Q: I missed the recent pop in CEG although I've done quite well in Vistra which I still hold. Other than Vistra, what USA stocks would you recommend for an AI-related energy play? I'm thinking GEV? Thank you,
Jason
Jason
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AeroVironment Inc. (AVAV)
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Crocs Inc. (CROX)
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Aspen Aerogels Inc. (ASPN)
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Cellebrite DI Ltd. (CLBT)
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TransMedics Group Inc. (TMDX)
Q: If you were to add just one of these, which would it be please?
ASPN, CROX, TMDX, AVAV, CLBT
ASPN, CROX, TMDX, AVAV, CLBT
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NVIDIA Corporation (NVDA)
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Harvest Eli Lilly High Income Shares ETF (LLYH)
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Harvest Microsoft High Income Shares ETF (MSFH)
Q: What are your thoughts on individual stock covered call us etf by harvest.
Eg: Microsoft , NVDA, LLY
Thanks for the great service
Eg: Microsoft , NVDA, LLY
Thanks for the great service
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Uber Technologies Inc. (UBER)
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Vertiv Holdings LLC Class A (VRT)
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Lumine Group Inc. (LMN)
Q: I am rewording a question I recently submitted in the hopes of satisfying 5i's evident concerns with regard to liability.
Theoretically speaking, if YOUR tech holdings were about 19% and included LMN, MSFT, NVDA and UBER...and if YOU held an additional 18% in 'tech like' stocks such as GOOG, AMZN, and VRT....would you personally consider yourself to be overweight, underweight or nicely balanced in terms of your personal tech holdings? Thank you.
Theoretically speaking, if YOUR tech holdings were about 19% and included LMN, MSFT, NVDA and UBER...and if YOU held an additional 18% in 'tech like' stocks such as GOOG, AMZN, and VRT....would you personally consider yourself to be overweight, underweight or nicely balanced in terms of your personal tech holdings? Thank you.
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Duke Energy Corporation (Holding Company) (DUK)
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NextEra Energy Inc. (NEE)
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Williams Companies Inc. (The) (WMB)
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Constellation Energy Corporation (CEG)
Q: With the opening of three mile island for Microsoft. AI will require huge amounts of electric power, Is this a potential area of investment?
Which companies will benefit?
Which companies will benefit?
Q: What do you think of a small 5% position on one of these ETFs ? Is tech sector over-values right now ?
Q: You previously mentioned that Pfizer stock might be a value trap. What if investors consider Pfizer stock as a dividend stock, similar to BCE, Telus, or other telecom stocks with limited growth potential? Dividend investors usually focus on the quarterly dividends and the potential risks to the business. What if they buy it for the income and hope for a recovery in the future? Another concern is whether the stock will continue to decline. Please share your thoughts. Thank you in advance.
Q: I presently own PANW and I am up modestly. I would like to know your opinion of selling PANW and buying CRWD after its sell off? I want exposure to cyber security. Do you see more upside potential with Crowd Strike? Would the unknown consequences of CRWD be a problem?
Thanks
Dave.
Thanks
Dave.
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Booking Holdings Inc. (BKNG)
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Eli Lilly and Company (LLY)
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Dollarama Inc. (DOL)
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Toromont Industries Ltd. (TIH)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Rollins Inc. (ROL)
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Fair Isaac Corporation (FICO)
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Transdigm Group Incorporated (TDG)
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Axon Enterprise Inc. (AXON)
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Arthur J. Gallagher & Co. (AJG)
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Brown & Brown Inc. (BRO)
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Heico Corporation (HEI)
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Propel Holdings Inc. (PRL)
Q: Please rank the top 10 stocks from list above above for a long term hold. Thanks
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Broadcom Inc. (AVGO)
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Intel Corporation (INTC)
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Lam Research Corporation (LRCX)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Advanced Micro Devices Inc. (AMD)
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Super Micro Computer Inc. (SMCI)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Vertiv Holdings LLC Class A (VRT)
Q: I am presently down 61% on SMCI . What do you think of this company and is it a sell or hold ? I also hold QCOM, but not under on this one. Any thoughts on this one ?
LRCX , I'm down 17%, the chart looks good on it .Sell or hold ? If I were to sell any of them, please give me 5 choices of stocks in the same categories. Thanks guys.
LRCX , I'm down 17%, the chart looks good on it .Sell or hold ? If I were to sell any of them, please give me 5 choices of stocks in the same categories. Thanks guys.
Q: Hi Peter, my son was looking at starting a FHSA investment portfolio. I was thinking of having him start with a small position in NVDA as one of his holdings, would this be a good suggestion seeing that the shares have fallen since the split or would there be better stocks for such an account and if you could suggest some it would be appreciated. Thanks
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Tractor Supply Company (TSCO)
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D.R. Horton Inc. (DHI)
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NextEra Energy Inc. (NEE)
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TJX Companies Inc. (The) (TJX)
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Dollarama Inc. (DOL)
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Fortis Inc. (FTS)
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Restaurant Brands International Inc. (QSR)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Premium Brands Holdings Corporation (PBH)
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Hydro One Limited (H)
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American Water Works Company Inc. (AWK)
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Atmos Energy Corporation (ATO)
Q: According to my Portfolio Analytics, I should raise my investment in the areas of Consumer cyclical and utilities.
Can you recommend your top 3 picks in both Cdn and US stocks for these sectors?
Thank as always.
Can you recommend your top 3 picks in both Cdn and US stocks for these sectors?
Thank as always.
Q: Hello Peter,
Given your last reply on well at 16 times forward earnings, is this stock mis priced by the market? I would think for growth company, investors would pile into the stock given the current decrease in rates which help small caps.. Any comments? Also, do you think xsu can go much higher or has it rallied already in expectation of rates going down? Lastly, i know you don't believe in market timing but when some stocks surge due to recent announcements on lower rates, is it worth selling and buying it back when markets settle.. much appreciated.
Given your last reply on well at 16 times forward earnings, is this stock mis priced by the market? I would think for growth company, investors would pile into the stock given the current decrease in rates which help small caps.. Any comments? Also, do you think xsu can go much higher or has it rallied already in expectation of rates going down? Lastly, i know you don't believe in market timing but when some stocks surge due to recent announcements on lower rates, is it worth selling and buying it back when markets settle.. much appreciated.
Q: I am significantly under water in a non-registered account with a holding in NXT, which I bought some months ago. What is your current outlook for the company and the share price going forward? Time to realize the loss and move on? If so, what are some of your current favorite ideas? I have a good number of the companies mentioned by you folks in the Q &A, so 3 or 4 names to choose from would be a help.
Many thanks for your excellent service
Many thanks for your excellent service
Q: Hello 5i
Could you please compare Krogers Q2 earnings and CEO compensation with its peers?
Thank you
Dave
Could you please compare Krogers Q2 earnings and CEO compensation with its peers?
Thank you
Dave
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Adobe Inc. (ADBE)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Visa Inc. (V)
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ASML Holding N.V. (ASML)
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Uber Technologies Inc. (UBER)
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Airbnb Inc. (ABNB)
Q: For a growth investor with a 20+ year time frame, please rank these as potential buys at today’s prices. Thank you.
Q: Hi would you buy at the current price or wait for a pull back ? Thanks
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Guardant Health Inc. (GH)
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Celsius Holdings Inc. (CELH)
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Mitek Systems Inc. (MITK)
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dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL)
Q: Portfolio Cleanup Part 6:
I'm embarrassed to admit that I am down 50% or more (!) on the above.......
Are there any with good rebound potential that are worth holding on to? Can you provide a short reason why for each. Thanks
I'm embarrassed to admit that I am down 50% or more (!) on the above.......
Are there any with good rebound potential that are worth holding on to? Can you provide a short reason why for each. Thanks