Q: What do you think about this stock? It's down a lot, so does it have a good chance of recovery?
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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: With their recent good numbers and guidance and their expansion into AI infrastructure, what do you think it means for them in the future for the next 6 to 12 months.
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Raytheon Technologies (UTX)
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AeroVironment Inc. (AVAV)
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L3Harris Technologies Inc. (LHX)
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RTX Corporation (RTX)
Q: Do you have any suggestions for companies that will benefit from potential increases in defense spending - Canada and US
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Apple Inc. (AAPL)
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Broadcom Inc. (AVGO)
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QUALCOMM Incorporated (QCOM)
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Texas Instruments Incorporated (TXN)
Q: Do you recommended QCOM as a good stock to own for long term dividend growth? Are you concerned about Apple and other cellphone manufacturers moving away from QCOM technology? I already own TXN and AVGO - is QCOM sufficiently different to hold as well?
Q: Your current view on RKLB? Thanks.
Q: Can you report on their latest earnings? Was it affected by the California fires?
What is the expected growth going forward?
Would you continue to hold this company?
What is the expected growth going forward?
Would you continue to hold this company?
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Axon Enterprise Inc. (AXON)
Q: Can you please list your 5 highest conviction large cap and med cap stocks for a 5+ year hold? All US holdings please.
Also, is it fair to say the market has fully rebounded? Or is the worse still to come? I understand it’s impossible to predict, but your thoughts are much appreciated.
Thank you for everything
Also, is it fair to say the market has fully rebounded? Or is the worse still to come? I understand it’s impossible to predict, but your thoughts are much appreciated.
Thank you for everything
Q: SMCI surged today after announcing a $20 billion deal. What impact can this deal have on the company's future earnings? I hold a small position in the stock. Should I consider increasing my investment? I'd love to hear your thoughts. Thank you.
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Intuitive Surgical Inc. (ISRG)
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Axon Enterprise Inc. (AXON)
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Cellebrite DI Ltd. (CLBT)
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Sportradar Group AG (SRAD)
Q: Hello Team,
I have some funds available in a US trading account, could you name your top 3 US suggestions, I currently own NBIS and CLBT, so looking for some high growth names.
Thanks
I have some funds available in a US trading account, could you name your top 3 US suggestions, I currently own NBIS and CLBT, so looking for some high growth names.
Thanks
Q: Summary of earnings ve expectations? I have been waiting on this one and thought I missed the ride. Is this a buying opportunity and why? Any negative material change or just an overreaction to earnings/guidance?
Q: What are your thoughts of AirBNB for the long term and it's current valuation?
Q: What are your thoughts on RE/MAX? I had initiated a position a couple years ago right before the class action losses and settlements related to the broker fees (so I'm down about 50%).
Most of their cash will be paid towards the settlements once the appeals are done, but it's already recorded as a payable so there shouldn't be a material impact to earnings once it's paid (although that cash will be gone).
Do you think now is a good time to add (assuming we get an eventual upturn in the cycle) or do you think new money is still better deployed elsewhere in the markets?
Most of their cash will be paid towards the settlements once the appeals are done, but it's already recorded as a payable so there shouldn't be a material impact to earnings once it's paid (although that cash will be gone).
Do you think now is a good time to add (assuming we get an eventual upturn in the cycle) or do you think new money is still better deployed elsewhere in the markets?
Q: Your analysis of Nurix's prospects will be greatly appreciated.
We value your feedback. Thanks
Thomas
We value your feedback. Thanks
Thomas
Q: Hi 5i Team - Axon has moved up very quickly in the past few days. Do you think it is ahead of itself. I know it sold off in the market downturn but do the fundamentals support this meteoric rise from that low point. Have insiders been buying. Thanks.
Q: Hi,
There was a healthy jump(twice that of the index) in the stock price of Lam Research. Are you aware of any reason for this event? I would appreciate your view on the company and whether it is advisable to jump in or wait for a pullback?
Regards
There was a healthy jump(twice that of the index) in the stock price of Lam Research. Are you aware of any reason for this event? I would appreciate your view on the company and whether it is advisable to jump in or wait for a pullback?
Regards
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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JPMorgan Chase & Co. (JPM)
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Eli Lilly and Company (LLY)
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NextEra Energy Inc. (NEE)
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Prologis Inc. (PLD)
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Exxon Mobil Corporation (XOM)
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Axon Enterprise Inc. (AXON)
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Eagle Materials Inc (EXP)
Q: Similar to my last question, but looking to the US, I am interested in having a group of companies that are great companies and want to develop a grouping of these -whether they have a dividend or not, as part of my portfolio. Companies that have a competitive advantage, great leadership, quality assets, not too high debt and continue to execute with continuous improvement. Could you give me what you consider to be the best Great US Companies for each sector or industry. Thank you.
Q: Hi 5i, not sure reply on UNH included the most recent news out of the company. Would you still be a buyer and what floor do you put in now given MAs. Thx.
Q: Is this company investable at this time?
Thank you
Miroslaw
Thank you
Miroslaw
Q: Can you give me your thoughts on these two companies and would you favour one profile over the other at these levels? Thanks
Q: Any reason CLBT did not participate in the rally yesterday?