Q: Your thoughts & info on Rubrik Inc RBRK:NYSE.
Buy now or not?
Thank you.
Buy now or not?
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.
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Intact Financial Corporation (IFC $269.60)
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Trisura Group Ltd. (TSU $38.14)
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Arch Capital Group Ltd. (ACGL $92.47)
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Kinsale Capital Group Inc. (KNSL $469.93)
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RLI Corp. (DE) (RLI $63.23)
Q: With Buffet's recent disclosure of a large position in CHUBB and increasing natural disasters like forest fires in Canada etc would you reccomend having an allocation in the insurance sector? If so any names that standout?
Thanks, Lesley
Thanks, Lesley
Q: Hello 5i
Could I have your assessment of Deckers Outdoor please?
Thank you
Dave
Could I have your assessment of Deckers Outdoor please?
Thank you
Dave
Q: Do you think ONL become interesting now and can be start a position? Its high dividend seems very attractive. Thanks.
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Freeport-McMoRan Inc. (FCX $40.88)
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Lundin Mining Corporation (LUN $21.08)
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Capstone Copper Corp. (CS $12.71)
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Nutrien Ltd. (NTR $83.84)
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Eagle Materials Inc (EXP $228.31)
Q: Hello Team 5i,
Portfolio tracking indicates i am under weight basic materials in my RRIF. Could you suggest 2 or 3 current top choices. Can be US or International if best.
thanks for years of guidance.
Ralph
Portfolio tracking indicates i am under weight basic materials in my RRIF. Could you suggest 2 or 3 current top choices. Can be US or International if best.
thanks for years of guidance.
Ralph
Q: Hi 5i,
I have owned Verizon for some time. Although the dividend has been solid and I am up over purchase I'm wondering if you think there might be another better alternative at this time? My Cdn. content is at suggested levels so maybe a US or International option.? Whatever you think.
Thanks again,
Ralph
I have owned Verizon for some time. Although the dividend has been solid and I am up over purchase I'm wondering if you think there might be another better alternative at this time? My Cdn. content is at suggested levels so maybe a US or International option.? Whatever you think.
Thanks again,
Ralph
Q: I thought I would wait till NVDA reported to ask my question. I bought a position SMCI (25) shares in the the mid $6's thinking this would be a short-term momentum play. Now I'm thinking, do I stay the course for 1-2 years and ride this volatile stock even longer? Your thoughts please. Thank you David
Q: Hi,
I doubt I'm the first (or last LOL) to ask but thoughts on NVDA's quarter and most importantly forward guidance? I thought the numbers were decent. The stock is up 5% after market.
Thank you,
Michael
I doubt I'm the first (or last LOL) to ask but thoughts on NVDA's quarter and most importantly forward guidance? I thought the numbers were decent. The stock is up 5% after market.
Thank you,
Michael
Q: Please comments on their earnings. They announced a split of shares and I hold CDR shares. Is that means CDR shares will be split too.
How does split work if you hold shares on CDR.
Thanks for your great service
How does split work if you hold shares on CDR.
Thanks for your great service
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Ares Management Corporation Class A (ARES $140.88)
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Brookfield Corporation Class A Limited Voting Shares (BN $60.29)
Q: 3i Group PLC: ticker TGOPY ADR, pink sheets.
Not sure if you wish to provide any high level comments on this foreign company.
Long term price performance looks very good and it seem like a good valuation to me. Do you seen any red flags? Any comments would be appreciated because it seems like a good 2% position to have in a TFSA. Thanks
Not sure if you wish to provide any high level comments on this foreign company.
Long term price performance looks very good and it seem like a good valuation to me. Do you seen any red flags? Any comments would be appreciated because it seems like a good 2% position to have in a TFSA. Thanks
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Amazon.com Inc. (AMZN $216.37)
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Netflix Inc. (NFLX $1,220.08)
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The Walt Disney Company (DIS $109.19)
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Sony Group Corporation American Depositary Shares (SONY $28.25)
Q: What are the prospects for SONY going forward, and are you still comfortable with a long term hold in DIS?
Q: I own ASGN:US and is still down 20% after the 5% gain so far this year. Is it worth keeping? Would you sell it and add to AMZN:US?
Q: Hi,
I'm just reading about Gates joining Buffett in selling what seems to me to be a large amount of the above noted stocks, and I'm wondering if you've any thoughts on it. Is this typical for these two powerhouse guys to do this every once in a while, or might this time be different? Given the political situation in the US and other, global issues, I have to wonder if they are in a better position than most to have insight on something. I realize this is a speculative question, but would still value your opinion - many thanks!
Dawn
I'm just reading about Gates joining Buffett in selling what seems to me to be a large amount of the above noted stocks, and I'm wondering if you've any thoughts on it. Is this typical for these two powerhouse guys to do this every once in a while, or might this time be different? Given the political situation in the US and other, global issues, I have to wonder if they are in a better position than most to have insight on something. I realize this is a speculative question, but would still value your opinion - many thanks!
Dawn
Q: What is your opinion of VUG vs SCHG? SCHG has a higher morningstar rating (5 stars) than VUG (4 stars). SCHG has lower MER, VUG has higher AUM. What do you think?
Q: Asking your views for CompoSecure and SurgePays please thanks.
Q: Hi 5i, I haven't seen any recent comments on KLA. I'm interested in your perspective and whether you think it's a good buy today (recognizing that Nvidia reports tomorrow)?
Q: ASTS has popped this week but all the recent news is about pending lawsuits. Whats the cause of the jump? Can you also provide an overview of the stock fundamentals and opinion on the quality of the stock?
Q: …further to my earlier question on Druckenmiller’s recent buys, please address Cohr. What is the thesis for buying this stock? Thanks,
Jason
Jason
Q: Hi guys,
Looking into taking a small position in Alite . What are your thoughts?
Considering it’s a cloud company and only 4 years old can its business star against it copiteters. Is there any upside?
Thanks. Alnoor
Looking into taking a small position in Alite . What are your thoughts?
Considering it’s a cloud company and only 4 years old can its business star against it copiteters. Is there any upside?
Thanks. Alnoor
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Chevron Corporation (CVX $148.90)
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Kinder Morgan Inc. (KMI $27.10)
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Enbridge Inc (ENB $47.69)
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TC Energy Corporation (TRP $52.79)
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Cheniere Energy Inc. (LNG $227.37)
Q: Hi,
Considering we a likely to see a continued increase in demand for Nat Gas given the number of LNG ports being brought online in the US, which would be your picks if looking to partake in what might be future gains and over what sort of period would you expect these potential gains to evolve?
Many thanks for all your insight!
Dawn
Considering we a likely to see a continued increase in demand for Nat Gas given the number of LNG ports being brought online in the US, which would be your picks if looking to partake in what might be future gains and over what sort of period would you expect these potential gains to evolve?
Many thanks for all your insight!
Dawn