Q: Would you add to a small position in a dividend portfolio with this drop?
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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 comment on SBUX earnings/outlook? It's getting hammered today - is it worth a look for a patient investor with a long-term (5 years+) horizon? Or are there other consumer discretionary options worth buying at current levels that will provide a greater total return over this timeframe?
Q: Your review on latest earnings report please and thanks
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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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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Oracle Corporation (ORCL)
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Constellation Software Inc. (CSU)
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Vitalhub Corp. (VHI)
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Super Micro Computer Inc. (SMCI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Lumine Group Inc. (LMN)
Q: hi 5i, these stocks are in my cash account , I need to sale 2 or 3 of them to raise some cash. I'm happy with all of them. but unfortunately have to sale. I'm thinking I could let go SMCI (since I have NVDA), VHI, and META. Or trim a bit of each. Your opinion please! thanks
Q: Hi,
I was looking at NXT on KoyFin and noticed a reported increase in the number of shares from ~42M in Feb. '23 to ~137M in Feb. 2024. Do you know why the share count increased so much and do you think it is affecting the recent decline in the share price. I realize that the market is not that great lately and is a major factor for any stock price right now.
Thank you. Michael
I was looking at NXT on KoyFin and noticed a reported increase in the number of shares from ~42M in Feb. '23 to ~137M in Feb. 2024. Do you know why the share count increased so much and do you think it is affecting the recent decline in the share price. I realize that the market is not that great lately and is a major factor for any stock price right now.
Thank you. Michael
Q: Can I please have your take On Eaton's recently annouced earnings. I own the stock. Would you recommend hanging on? Your comments would be appreciated. Thank You.
Q: Good morning, interested in your take on earnings and Outlook going forward Tia Mike
Q: Thoughts on Amazon's quarter?
Q: I have a question about Reliance
Q: Just looking for an opinion on this little company. With what we have seen around the world with this type of tech does this company have a chance of being a big player like RTN or LMT which I am sure have offerings in this space.
https://redcat.red/solutions/teal-drones/
https://redcat.red/solutions/teal-drones/
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOGL)
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Microsoft Corporation (MSFT)
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Netflix Inc. (NFLX)
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NVIDIA Corporation (NVDA)
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PayPal Holdings Inc. (PYPL)
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Walgreens Boots Alliance Inc. (WBA)
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Wynn Resorts Limited (WYNN)
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The Boeing Company (BA)
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Bank of America Corporation (BAC)
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BlackRock Inc. (BLK)
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Carnival Corporation (CCL)
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Salesforce Inc. (CRM)
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Delta Air Lines Inc. (DAL)
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The Walt Disney Company (DIS)
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Goldman Sachs Group Inc. (The) (GS)
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International Business Machines Corporation (IBM)
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JPMorgan Chase & Co. (JPM)
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Eli Lilly and Company (LLY)
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Mastercard Incorporated (MA)
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Morgan Stanley (MS)
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Pfizer Inc. (PFE)
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Royal Caribbean Cruises Ltd. (RCL)
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Visa Inc. (V)
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Wells Fargo & Company (WFC)
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Exxon Mobil Corporation (XOM)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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Tencent Holdings Ltd. ADR (TCEHY)
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Veeva Systems Inc. Class A (VEEV)
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The Trade Desk Inc. (TTD)
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JD.com Inc. (JD)
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Roku Inc. (ROKU)
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DocuSign Inc. (DOCU)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Healthpeak Properties (DOC)
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National Health Investors Inc. (NHI)
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Zoom Communications Inc. (ZM)
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CrowdStrike Holdings Inc. (CRWD)
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Unity Software Inc. (U)
Q: Hi 5i Team,
I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
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Cintas Corporation (CTAS)
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Axon Enterprise Inc. (AXON)
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Casella Waste Systems Inc. (CWST)
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Comfort Systems USA Inc. (FIX)
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Vestis Corporation (VSTS)
Q: Can you name another stock that is as boring as this business that can match the return on investment? Do they have any competition?
Thanks Again
Thanks Again
Q: Thnx for the excellent service 5i, what are your thoughts on both IOT and Sofi?
Q: Please provide comments for Sofi earnings. If owned, would you consider it a hold or sell?
Thanks
Thanks
Q: Your comments please on the company recently disclosing an internal investigation into its own accounting practices and putting off the release of its annual financial report.
Q: Why it keeps falling?
Would you buy it?
Thanks,
Milan
Would you buy it?
Thanks,
Milan
Q: Further to Glen's question regarding Apple making up 50% of BRK's portfolio, is it not 50% of its 'public-market' holdings, but if you included its fully-owned holdings, such as Geico, its Class-A rail holding, along with its vast re-insurance business, that the Apple holding, in and of itself, drops substantially in weighting?
Q: Hi,
Long time share holder of Zoetis with a current portfolio weight of 2%. With this pull back is it a good opportunity to add? Or do you feel it is still expensive with the risks of medication side effects affecting business?
Thanks,
Kerri
Long time share holder of Zoetis with a current portfolio weight of 2%. With this pull back is it a good opportunity to add? Or do you feel it is still expensive with the risks of medication side effects affecting business?
Thanks,
Kerri
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Vanguard Dividend Appreciation FTF (VIG)
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Invesco High Yield Equity Dividend Achievers ETF (PEY)
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JPMorgan Equity Premium Income ETF (JEPI)
Q: I need some USD income investments for my RRIF.
1. BIZD looks interesting for income. What are your thoughts?
2. Can you suggest other stock/ETF dividend paying options for USD account?
Thanks so much.
Dan
1. BIZD looks interesting for income. What are your thoughts?
2. Can you suggest other stock/ETF dividend paying options for USD account?
Thanks so much.
Dan
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Amazon.com Inc. (AMZN)
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Comcast Corporation Class A Common Stock (CMCSA)
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Alphabet Inc. (GOOG)
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Netflix Inc. (NFLX)
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The Walt Disney Company (DIS)
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Charter Communications Inc. (CHTR)
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Paramount Global (PARA)
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Warner Bros. Discovery Inc. (WBD)
Q: While Disney is a great company is it a great stock? I am down considerably on the stock as video streaming... have not met my expectations. Do you have any alternatives in this sector that would upgrade my portfolio or would you stay with Disney?
With appreciation,
Ed
With appreciation,
Ed