Q: I just read the third quarter results. The market reaction is horrible. It looks like its going to drop 30 percent at opening. My issue is I didn't see any red flags. Growth target is on track. The only negative was a drop in gross margin which was explained. Should I buy on the dip once the price stabilizes.
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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: Can you please comment the company? Is it buyable? Thank you
Q: I am interested in investing in one of the above listed companies. Can you please give me your thoughts and analysis? Do you think these companies are a good investment and why . Which of these companies would you prefer? FIX took a big hit on October 25th. Thank you.
Q: Thoughts on SPSC results and the market reaction? Is it OK to own?
Thanks!
Thanks!
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Adobe Inc. (ADBE $354.85)
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KKR & Co. Inc. (KKR $142.28)
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lululemon athletica inc. (LULU $198.46)
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Sprouts Farmers Market Inc. (SFM $145.64)
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Celsius Holdings Inc. (CELH $57.30)
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Applovin Corporation (APP $438.68)
Q: Hello 5i
My patience is running low on CELH LULU ADBE. I'm considering switch to KKR APP SFM. I'm looking for growth with a fairly high risk tolerance.
Could I have your opinion on the growth prospects on all six of these and which would be your favourites please?
Thank you
Dave
My patience is running low on CELH LULU ADBE. I'm considering switch to KKR APP SFM. I'm looking for growth with a fairly high risk tolerance.
Could I have your opinion on the growth prospects on all six of these and which would be your favourites please?
Thank you
Dave
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Baker Hughes Company (BKR $42.80)
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Halliburton Company (HAL $21.12)
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Schlumberger N.V. (SLB $32.99)
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Ensign Energy Services Inc. (ESI $2.06)
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Precision Drilling Corporation (PD $74.48)
Q: If President Trump is returned to office on November 5th, and given his promise to unleash American oil and gas production, would energy service stocks experience a significant tail wind. If yes, please provide your top suggestions, both U.S. and Canadian. Thanks
Q: For argument sake let’s say ChatGPT slowly takes market share from Google search over the next several years. Are you still as bullish on Google as you are today? Outside of search where do you think the growth is coming from?
Thanks
Thanks
Q: Hi Guys,
I have a half position with KKR:US, would feel comfortable with a full position after their most recent quarter?
thanks
Jim
I have a half position with KKR:US, would feel comfortable with a full position after their most recent quarter?
thanks
Jim
Q: Would you start a new position in this tomorrow? It looks like earnings results were not liked by the after hours market. Sometimes it seems that the best time to buy is the day after an announcement when things get pushed down too much. Thanks.
Q: Can you comment on the market reaction to KNSL earnings.I thought they were great…….
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Amazon.com Inc. (AMZN $231.03)
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Alphabet Inc. (GOOG $204.91)
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Intuitive Surgical Inc. (ISRG $480.26)
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NVIDIA Corporation (NVDA $180.45)
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Crocs Inc. (CROX $84.70)
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Axon Enterprise Inc. (AXON $754.24)
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Berkshire Hathaway Inc. (BRK.B $477.20)
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Trane Technologies plc (TT $423.43)
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RTX Corporation (RTX $154.09)
Q: Hi which top 5 US companies do you find most attractive at their respective valuation? “In order ideally please.” Please exclude my holdings in the answer. 5-10 years. Thank you
I currently hold GOOG, NVDA, AMZN, CROX, IRSG.
I currently hold GOOG, NVDA, AMZN, CROX, IRSG.
Q: If u were to buy only one all in one etf what would you suggest - for longer term 3-5 years growth
Q: May I have your thoughts on QS’s latest quarter? The stock is up on high volume and I expect it will quickly settle back down. Any red flags? I know it is a high risk stock and will remain so until Volkswagen at least makes a royalty payment. Probably still high risk even after a royalty payment!
Jim
Jim
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Garmin Ltd. (Switzerland) (GRMN $232.34)
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Intuitive Surgical Inc. (ISRG $480.26)
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NVIDIA Corporation (NVDA $180.45)
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Booking Holdings Inc. (BKNG $5,454.29)
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Eli Lilly and Company (LLY $701.23)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $42.67)
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Novo Nordisk A/S (NVO $52.41)
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Vanguard Total International Stock (VXUS $71.46)
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Axon Enterprise Inc. (AXON $754.24)
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Berkshire Hathaway Inc. (BRK.B $477.20)
Q: My daughter recently inherited a substantial sum of money and would like me to invest such in a mix of companies, both in the US and Canada, with a modicum of international companies. She lives in Europe.
Could I respectfully ask if you could offer your chosen six equities in each of the US, Canada and worldwide (in order of preference), including one or two ETF’s, with a mid term (5 - 8 years hold) term. Could you also provide an entry point for each stock?
I do appreciate your guidance…
cj
Could I respectfully ask if you could offer your chosen six equities in each of the US, Canada and worldwide (in order of preference), including one or two ETF’s, with a mid term (5 - 8 years hold) term. Could you also provide an entry point for each stock?
I do appreciate your guidance…
cj
Q: Hi,
Did the market over reacted to the lower forecast? What would be an alternatives to this company on the market now?
Thank you
Did the market over reacted to the lower forecast? What would be an alternatives to this company on the market now?
Thank you
Q: please comment the current share price weakness o9f ASPN and the public offering of ASPN common shares totalling 4,250,000 plus an additional 637,500 if over scribed any guess as to offering price and issue date thanks Richard
Q: An update on Garmin please. It was regularly recommend by your service up until 6 months ago.
Where does it rank amongst your favourite ideas? How compelling of a buy is it ?
Also, do you view it as consumer discretionary or technology?
Thank you.
Where does it rank amongst your favourite ideas? How compelling of a buy is it ?
Also, do you view it as consumer discretionary or technology?
Thank you.
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Alphabet Inc. (GOOG $204.91)
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Intuitive Surgical Inc. (ISRG $480.26)
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NVIDIA Corporation (NVDA $180.45)
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Booking Holdings Inc. (BKNG $5,454.29)
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Eli Lilly and Company (LLY $701.23)
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Berkshire Hathaway Inc. (BRK.B $477.20)
Q: “Joe” is getting overwhelmed with maintaining his portfolio and is starting to fall behind on autumn yardwork and home maintenance. His spouse and teenaged kids also find his contributions to family conversations rather repetitive and boring (in their words, he’s all “year-to-date” this, and “multi-bagger” that…).
In an effort to free up some bandwidth and reconnect to his people, Joe has decided to reduce the number of securities he owns to about 20 stocks and a handful of broad market ETFs.
Joe is hoping 5i can help him identify:
~10 favourite stocks drawn from its 3 model portfolios
~6 highest conviction US picks.
Joe wants to maximise returns over the next 7-10 years.
Thank you.
In an effort to free up some bandwidth and reconnect to his people, Joe has decided to reduce the number of securities he owns to about 20 stocks and a handful of broad market ETFs.
Joe is hoping 5i can help him identify:
~10 favourite stocks drawn from its 3 model portfolios
~6 highest conviction US picks.
Joe wants to maximise returns over the next 7-10 years.
Thank you.
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Intuitive Surgical Inc. (ISRG $480.26)
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NVIDIA Corporation (NVDA $180.45)
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Booking Holdings Inc. (BKNG $5,454.29)
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Eli Lilly and Company (LLY $701.23)
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AeroVironment Inc. (AVAV $246.65)
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Axon Enterprise Inc. (AXON $754.24)
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Vertiv Holdings LLC Class A (VRT $133.07)
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Trane Technologies plc (TT $423.43)
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TransMedics Group Inc. (TMDX $127.55)
Q: I have to sell some NVDA for balance (thanks for creating this problem in my portfolio!). Can you recomment 5 US stocks regardless of sector that might have comparable growth over 3-5 years? Thanks.
Q: I have owned IFC for a while; its share price has gained nicely in the last 12 months or so but I am concerned it is becoming a bit richly value and am considering a switch to CB. What is your view of this change? Would you stick with IFC or make the switch, and why? Many thanks for your excellent service.