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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: Shipping companies. I was just doing some research on SBLK and came across a question from Jacques going back to Jan 30/2024. It looks like share prices of all those companies have dropped significantly over the course of this year. Some have low P/E ratios , look oversold and have nice yields. I would appreciate your assessment of the situation and whether or not this is a buying opportunity. My primary interest currently is SBLK but I am open to 5i’s suggestions. Thanks
Read Answer Asked by Donald on October 31, 2024
Q: Do you have any views on Centrus Energy Corporation (LEU:US)? Its price has risen rapidly with uranium prices this fall but it still seems to be reasonably priced. It appears to be the only company that enrichse uranium in North America and would appear to be a vital part of the nuclear energy future.
Read Answer Asked by Ken on October 30, 2024
Q: When does SHOP next report? What is the consensus? More importantly, what does 5i expect? Can you provide background/explanation on your assessment? Looking forward, what do you see as the biggest potential risks that might hurt SHOP over the next year and what are the biggest catalysts that can elevate SHOP to new highs over this time period?
Read Answer Asked on October 30, 2024
Q: Hello 5I, I am considering selling some of my ZSP(S&P500) ETF holdings, and rake some the profits and buy more Canadian index funds like the BMO ETF ZCN. Many financial experts feel that the SP 500 market is currently unsustainable and over priced.

Your thoughts in this matter would be appreciated.
Read Answer Asked by Yves on October 30, 2024
Q: NVDA has 6 of 7 criteria for the definition of a bubble. Is there excessive exuberance in the AI space? More importantly are we in a bubble cause by excess hype and fear of missing out? Is NVDA in a similar situation as CSCO was a number of years ago with all mania surrounding it? Lastly, does NVDA really have an super moat that makes them near invincible, because would that not be the high of hubris…even the formidable Achilles had an exploitable weak spot and I wonder if there is a real danger NVDA & the AI space writ large has one too.
Read Answer Asked by MG on October 30, 2024
Q: Dear Peter et al:

Your answer to Jacques' question that included SMCI is rather outdated now, right?! The question probably made its way to yur in box today!
No one expected such a deep drop this morning!

BUT at least one of the BIG heads has paid the price. Not sure if there is some more heads will roll besides the chief accountant.

Is the worst behind SMCI? At 35% growth as your answer indicates, worth nibbling here? Or does your "cockroach theory" still hold?!
Read Answer Asked by Savalai on October 30, 2024
Q: Crox got crushed. How does it look going forward?
Read Answer Asked by sean on October 30, 2024
Q: According to Portfolio Analytics, my current allocation to Health Care sector is too low. Here are the names of 12 major US pharmaceutical companies. How would you rank them? If possible, please provide a short comment on each of them: Pfizer, Johnson and Johnson, AbbVie, Amgen, Gilead Sciences, Eli Lilly, Merck, Vertex Pharmaceuticals, Regeneron Pharmaceuticals, Abbott, Biogen, Bristol Myers Squibbs. Thank you
Read Answer Asked by Gervais on October 30, 2024
Q: Hi there. As always, I appreciate your insight into stocks and have really benefited from your advice over the years. My question today is about the company EPRT- who own and manage primarily single-tenant properties leased to middle-market companies. With rates slowly coming down and wanting to have some exposure to real estate would this be a name you would consider going forward? Looking at a minimum 2-year hold and adding on weakness.

Thanks
Read Answer Asked by Lesley on October 30, 2024
Q: I am looking for a mid-cap ETF (listed in USA only) that:
-Has not more than 300 companies (the fewer the better).
-Constituents listed anywhere , although prefer constituents listed in developed markets) .
-Includes *ONLY* profitable companies
-Constituents chosen based on key factors such as: ROE, ROCI, FCF, good gross and net margins.

I have a small position in XMHQ but ETFdb.com is somewhat lukewarm towards it. Therefore, rather than add to XMHQ I wonder if you could recommend one or more suitable ETFs that meet most, if not all, the above-noted criteria. (I am fine adding to XMHQ if you believe it to better than other ETFs available in the US; however XMHQ does not quite meet above criteria. ao:sab
Read Answer Asked by Adam on October 30, 2024
Q: Hi,

I find the 3 following health stocks interesting: isrg-q, janx-q, wgs-q How would you rate them for strong growth in a period of 3 years and why ? Any other you like better in the sector ? Why ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on October 30, 2024
Q: Hi,

I find the 3 following stocks interesting: doc-n, clbt-q,smci-q How would you rate them for strong growth in a period of 3 years and why ?
Any other you like better in these sectors at this moment ? Why ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on October 30, 2024
Q: Hello Team,

I am re-balancing my portfolio and I have a bit of cash to invest. Of the 12 stocks listed, can you please rank in order you would add to an existing stock. Looking for a 3-5 year hold and not worries about risk and or industry. Thanks again.
Read Answer Asked by Kevin on October 30, 2024
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