Q: Hi, Could you please comment on EPAM earnings. 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: Has your opinion changed on Vertiv? Is this an opportunity to purchase additional shares?
Q: Further to Brian's question 27 July, would you take a position in EW here if you planned to hold 1+ yrs ? Thank you.
Q: Can you comment on Bookings results and the recent downtrend in share price? Thanks
Q: Spwr has filed for bankruptcy. Does that mean it’s going to zero?
Q: What do you think of APPS after recent earnings?
Q: I would appreciate your comments on TREX earnings; released yesterday. It appeared to me that metrics are generally improving, yet the stock dropped $15 at today’s open.
My main interest is understanding if there is some structural/metric issue causing the drop, or is it more related to their statement on outlook for the next 1/2 of the year?
Thanks as always,
Dave
My main interest is understanding if there is some structural/metric issue causing the drop, or is it more related to their statement on outlook for the next 1/2 of the year?
Thanks as always,
Dave
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Intuitive Surgical Inc. (ISRG $480.26)
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Eli Lilly and Company (LLY $701.23)
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Stryker Corporation (SYK $381.91)
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Thermo Fisher Scientific Inc (TMO $489.01)
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UnitedHealth Group Incorporated (DE) (UNH $304.01)
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Novo Nordisk A/S (NVO $52.41)
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Enovis Corporation (ENOV $29.55)
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GE HealthCare Technologies Inc. (GEHC $73.40)
Q: I hold these 8 US Heathcare stocks. Each are about 1.5% of my holdings. I would like to consolidate the 8 down to about 4 holdings. Which ones would you sell and which ones would you add to? Thanks for your great ongoing advice.
Q: I bought LLY on your advice a few weeks ago and it has been declining ever since. I am now down 14.6%, marking the steepest decline over this same period of any stock I own. All things being equal, my general rule of thumb is to cut the chord when stocks decline by 15% to minimize future losses. In LLY's case, I hold it in a non-registered account and can thus claim a tax loss. I confess to being disappointed by the stock's recent performance as part of my purchasing decision was driven by your very strong endorsement immediately prior to my purchase. (You had rated the company as a 9/10 for safety and 9/10 for growth.) If you were me, would you wait for LLY to eventually turn around (as I'm sure it will at some point) or are there greener pastures out there?
Q: Hello,
Can I please get your take going forward on Dominion Energy (D). Thanks
Dave
Can I please get your take going forward on Dominion Energy (D). Thanks
Dave
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Global X S&P 500 Index Corporate Class ETF (HXS $91.72)
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Berkshire Hathaway Inc. (BRK.B $477.20)
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Avantis All International Markets Value ETF (AVNV $69.24)
Q: Thanks for a recent suggestion for U.S. exposure in an open CAD account - HXS.
In my RRSP I was going to add BRK.B and was surprised by its low PE ratio of about 9. Is this correct? Maybe there is a better metric to use to evaluate this equity(?)
AVNV seems to be the perfect non-U.S. compliment in my RRSP (except for that bit of exposure it has to Canada…which is fine). I like the fact that it is an international Value ETF - a mixture of large, small and Emerging Market. I doubt there a better comparable option, but figured I’d ask if you are aware of one.
In my RRSP I was going to add BRK.B and was surprised by its low PE ratio of about 9. Is this correct? Maybe there is a better metric to use to evaluate this equity(?)
AVNV seems to be the perfect non-U.S. compliment in my RRSP (except for that bit of exposure it has to Canada…which is fine). I like the fact that it is an international Value ETF - a mixture of large, small and Emerging Market. I doubt there a better comparable option, but figured I’d ask if you are aware of one.
Q: Hi Peter, what are your thoughts on the BRK earnings, big sales of APPl, and the $271B horde ? Warren loves Insurance and has been buying Chubb shares; could he take a run at it with its ~$100B Valuation ? Any other thoughts appreciated as its our biggest position. Thank you.
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Booking Holdings Inc. (BKNG $5,454.29)
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Atlassian Corporation (TEAM $167.00)
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Ulta Beauty Inc. (ULTA $521.00)
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Crocs Inc. (CROX $84.70)
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Axon Enterprise Inc. (AXON $754.24)
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Celsius Holdings Inc. (CELH $57.30)
Q: Hi 5i
Thoughts on TEAM? Would you put it on watch...It's not one of my finest and with a tech heavy weight could provide funds for another name.
Thanks
Thoughts on TEAM? Would you put it on watch...It's not one of my finest and with a tech heavy weight could provide funds for another name.
Thanks
Q: Hi 5i
Can I have your current thoughts on LNTH please. Nice pop not that long ago with the unsurprising down draft the last week or so now.
Thanks
Can I have your current thoughts on LNTH please. Nice pop not that long ago with the unsurprising down draft the last week or so now.
Thanks
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Vitalhub Corp. (VHI $12.75)
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WELL Health Technologies Corp. (WELL $4.78)
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Aspen Aerogels Inc. (ASPN $7.25)
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Datadog Inc. (DDOG $127.25)
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Palantir Technologies Inc. (PLTR $177.17)
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Propel Holdings Inc. (PRL $32.24)
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TransMedics Group Inc. (TMDX $127.55)
Q: Would you kindly provide 4 US stocks and 4 CDN stocks that would be your best bets today to increase in value by 1000% over the next 10 years. Thanks.
Q: good afternoon,
Heard the news about a delay in putting out they're new chip, Time of writing
sp dowm another 6% going on 7. Is there some other problem or is it just the casino players at work (traders)?
Aug. 7 at 5PM.
Thanks for the update,
Denis a grateful member
Heard the news about a delay in putting out they're new chip, Time of writing
sp dowm another 6% going on 7. Is there some other problem or is it just the casino players at work (traders)?
Aug. 7 at 5PM.
Thanks for the update,
Denis a grateful member
Q: Hi 5i Team,
Pls can you comment on Aspen Aerogel earning.
Pls can you comment on Aspen Aerogel earning.
Q: Good morning... Your comments on DUOL's quarter and whether you're still bullish on the company? Buy, sell or hold?
thanks, Mark
thanks, Mark
Q: Please comment on earnings.
Has their latest quarter changed your outlook on the stock?
Thank you very much
Karim.
Has their latest quarter changed your outlook on the stock?
Thank you very much
Karim.
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Amazon.com Inc. (AMZN $231.03)
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Constellation Software Inc. (CSU $4,353.38)
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Teladoc Health Inc. (TDOC $7.52)
Q: Hello Peter,
What is your opinion on Amazon's results? Buying opportunity? Would you use the decline in share price of constellation over the last two days as way of buying more? Is Teledoc a sell at this point and does the theme of remote healthcare no longer hold as it did during covid? thanks a bunch
What is your opinion on Amazon's results? Buying opportunity? Would you use the decline in share price of constellation over the last two days as way of buying more? Is Teledoc a sell at this point and does the theme of remote healthcare no longer hold as it did during covid? thanks a bunch