Q: How would you interpret Jeff Bezos recently offloading almost half of his shares of Amazon?
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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: Hello Team,
Which of these two would you prefer and why.
Thank You,
Barry
Which of these two would you prefer and why.
Thank You,
Barry
Q: could you give me your recent thoughts on VEEV please. I own LLY and WELL as well in healthcare but have recently been thinking of replacing VEEV with ISRG. I plan to give WELL more time at least until small caps show more improvement.
Q: I need to trim my holding in CRWD. What are the 3 top tech names outside of the mega caps you would consider as a replacement?
Thanks, Hugh
Thanks, Hugh
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Intuitive Surgical Inc. (ISRG)
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Danaher Corporation (DHR)
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Masimo Corporation (MASI)
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Eli Lilly and Company When Distributed (LLY.WD)
Q: I just sold DXCM and am looking for a replacement in the healthcare sector. I've either owned (ISRG, MASI) or watched (DHR) for years, but currently do not own any of these. From my end, they all look like good choices, which would be your preference and why?
If you've got another recommendation, I'm all ears!
If you've got another recommendation, I'm all ears!
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Blackrock Enhanced International Dividend Trust (BGY)
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BlackRock Utility Infrastructure & Power Opportunities Trust (BUI)
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JPMorgan Equity Premium Income ETF (JEPI)
Q: Hello. can I get your opinion on these. Are they worth buying or can you suggest something else ? Thank you for the great service.
Q: Hi 5i, Tesla is down again today, would you buy it with some fun money looking for a bounce back in the short term (say 6 months)? Would you prefer a long term hold with this company?
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BlackRock Inc. (BLK)
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Deere & Company (DE)
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Constellation Brands Inc. (STZ)
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Thermo Fisher Scientific Inc (TMO)
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lululemon athletica inc. (LULU)
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ServiceNow Inc. (NOW)
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Palo Alto Networks Inc. (PANW)
Q: Hi 5i,
The following companies are being released as CDRs tomorrow: BlackRock Inc., Constellation Brands Inc., Deere & Co., Palo Alto Networks Inc., ServiceNow Inc. and Thermo Fisher Scientific Inc.
Please rate them bases on long term componders, shareholder friendly and valuation.
Thx.
The following companies are being released as CDRs tomorrow: BlackRock Inc., Constellation Brands Inc., Deere & Co., Palo Alto Networks Inc., ServiceNow Inc. and Thermo Fisher Scientific Inc.
Please rate them bases on long term componders, shareholder friendly and valuation.
Thx.
Q: Hi 5i,
May I please have your thoughts on the latest results from Encore Wire?
Would you recommend continuing to hold the stock or move on to something else in the sector? If moving, on any recommendations would be appreciated.
I already own HPS and PWR.
Thanks!!
May I please have your thoughts on the latest results from Encore Wire?
Would you recommend continuing to hold the stock or move on to something else in the sector? If moving, on any recommendations would be appreciated.
I already own HPS and PWR.
Thanks!!
Q: What do you think of this company for the next few years
Thank You
Peter
Thank You
Peter
Q: Can you give your comments around INMD's earnings release. Seems they expecting more conservative quarters, rev dropped, but not all bad and close to expected. They now have close to 1/3 of their market cap in cash, yet still no buybacks or plan. I'm wondering if things are starting to look bad here or just a bump in the road and you'd still hold? Thx
Q: Hi,
I trimmed some of my SMCI last week as the weight was getting too high. Since then it shot up another 25%. Obviously in hindsight I should have waited.
My question is does this stock movement scare you? Why does it keep going up this fast?
Thanks
I trimmed some of my SMCI last week as the weight was getting too high. Since then it shot up another 25%. Obviously in hindsight I should have waited.
My question is does this stock movement scare you? Why does it keep going up this fast?
Thanks
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Martin Marietta Materials Inc. (MLM)
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Quanta Services Inc. (PWR)
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Vulcan Materials Company (Holding Company) (VMC)
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Granite Construction Incorporated (GVA)
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Eagle Materials Inc (EXP)
Q: Interested in a pick in US building materials as a play on infrastructure spend but equities like Martin Marietta, Vulcan Materials, Granite Construction and Quanta seem expensive. However Eagle Materials appears cheaper. Of these 5 are there two you would comfortably buy today with greatest growth potential. Secondly which two seem to you to be least risky. Finally is there another building material equity you would prefer more than any of these and if so what would be your reasoning for that pick. Thanks as always.
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Descartes Systems Group Inc. (The) (DSG)
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Advanced Micro Devices Inc. (AMD)
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Fortinet Inc. (FTNT)
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Palantir Technologies Inc. (PLTR)
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UiPath Inc. Class A (PATH)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: What would you consider a good entry point for these companies?
Q: Could you shed some light on the class action lawsuit against PAYS that appears to have been settled recently. I have just received a notice from my broker advising investors to check to see if they had purchased shares within the indicated timeframe. Is it even worth submitting a claim? Thanks!
Q: Your comment on earnings please, I have a small position in it, is it a sell, hold or buy more?
Thank you
Selina
Thank you
Selina
Q: Can you comment on the current attractiveness and outlook of these names? Thank you
Q: Hi,
In the Jan31 TVK/SAIA teaser report in the Blog section, what are the 2 blue bar charts (2015-2024) ?
In the Jan31 TVK/SAIA teaser report in the Blog section, what are the 2 blue bar charts (2015-2024) ?
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First Solar Inc. (FSLR)
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SolarEdge Technologies Inc. (SEDG)
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Enphase Energy Inc. (ENPH)
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Nextracker Inc. (NXT)
Q: What did you think of the earnings? What would your top 3 picks in the space be? Do feel a turn is near or there's a catalyst to watch for?
Thanks, Mark
Thanks, Mark
Q: Cerence's last result (Feb 6) appeared to show progress, yet the share price declined.
What is your view of the company and would you start a position here or prefer to wait for positive momentum first.
Thanks for the great service, Peter
What is your view of the company and would you start a position here or prefer to wait for positive momentum first.
Thanks for the great service, Peter