Q: Can you compare NVDA and SMCI on their valuation? Which one do you expect to do better in the short term and long term?
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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: What are your thoughts on BR? Earnings looked good. Is the drop today a sell the news or a guidance thing ? Would you add here ? Thank you.
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Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA $20.03)
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ResMed Inc. (RMD $272.00)
Q: RMD seems to the “king” of the sleep apnea/sleep disorder space. Are there others such as, NYXH:US, perhaps, that you find interesting currently?
Q: Hi Folks,
In my TFSA, I am looking to add to my position in one of AAPL, AMZN or VISA.
May I have your opinion which one would be best at this time.
Thanks
In my TFSA, I am looking to add to my position in one of AAPL, AMZN or VISA.
May I have your opinion which one would be best at this time.
Thanks
Q: Hi 5i
Regarding your answer to my earlier question about BMO....
"Overall, we would stay away from financial institutions with a weak capital base and questionable loan book quality. In a loss scenario, as we saw last year in the regional banking crisis, equity can at times be eroded quickly."
Is BMO in a situation where this is a similiar issue for them?
thx
Regarding your answer to my earlier question about BMO....
"Overall, we would stay away from financial institutions with a weak capital base and questionable loan book quality. In a loss scenario, as we saw last year in the regional banking crisis, equity can at times be eroded quickly."
Is BMO in a situation where this is a similiar issue for them?
thx
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Intuitive Surgical Inc. (ISRG $429.59)
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NVIDIA Corporation (NVDA $183.16)
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Booking Holdings Inc. (BKNG $5,164.93)
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Salesforce Inc. (CRM $241.68)
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Eli Lilly and Company (LLY $833.49)
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Super Micro Computer Inc. (SMCI $52.86)
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Vertiv Holdings LLC Class A (VRT $169.01)
Q: If you had to put together a portfolio to hold for at least one year for max gain what would they be? No concern for risk or the size of the company. Must be traded on a USA exchange although not necessarily a USA company. I’m guessing you will include smci, vrt, google and amazon. Part two of the question is whether I should sell some smci to lock in a gain? I’ve never in my life enjoyed such a large gain so quick. Thanks.
Q: That was a pretty strong reaction to ROK's numbers the other day. Olay! Is there anything that gave you pause? Did its release make you more or less comfortable at holding this name?
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iShares S&P Global Clean Energy Index Fund (ICLN $15.78)
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SolarEdge Technologies Inc. (SEDG $35.06)
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Enphase Energy Inc. (ENPH $34.27)
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Nextracker Inc. (NXT $82.80)
Q: ICLN I have a small position in my TFSA. The share price has more than halved since I bought it in early 2021. Is it time to sell and move on?
Q: QCOM Could you please comment on results and what kind of growth expectations you might see for the coming year.
Many thanks as always.
Many thanks as always.
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.37)
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Powell Industries Inc. (POWL $301.06)
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ZipRecruiter Inc. Class A (ZIP $3.85)
Q: I'm down 50% on this one. Any chance of recovery in the next 12-18 months or time to move on as there appears to be better opportunities out there? If so, can you suggest a couple replacements? Many thanks.
Q: Hi Everyone at 5i!
POWL had a big price move yesterday. Could you please shed some light on this? What are the prospects of this company going forward?
Cheers,
Tamara
POWL had a big price move yesterday. Could you please shed some light on this? What are the prospects of this company going forward?
Cheers,
Tamara
Q: acquisition news looks interesting fair value 8.70, analyst targets 11.00
would like your view on this one.
many thanks
would like your view on this one.
many thanks
Q: In researching this company, to me the balance sheet looks fine, fairly steady profit margins and okay debt levels. The stock price appears to be reasonable, and they mention the use of AI and digital transformation in their business.
I’m trying to figure out what the risks are, besides a downturn in the economy. Any thoughts? Would on-shoring benefit a company like this ?
I’m trying to figure out what the risks are, besides a downturn in the economy. Any thoughts? Would on-shoring benefit a company like this ?
Q: What do you think about taking a position in this one in light of the buyout possibility? It has a high short interest at about 14% too so I’m wondering if that could cause a swift pop in the share price. Thanks.
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Alphabet Inc. (GOOG $237.49)
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Intuitive Surgical Inc. (ISRG $429.59)
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Microsoft Corporation (MSFT $510.96)
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NVIDIA Corporation (NVDA $183.16)
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Booking Holdings Inc. (BKNG $5,164.93)
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Super Micro Computer Inc. (SMCI $52.86)
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Crocs Inc. (CROX $76.70)
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Axon Enterprise Inc. (AXON $703.03)
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Vertiv Holdings LLC Class A (VRT $169.01)
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Celsius Holdings Inc. (CELH $60.70)
Q: Hi, can you give me your 5 best US growth stocks ideas, ranked 1 to 5 (one being best), with a high degree of safety yet good growth to hold and not touch for 3-5 years? Thank you.
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Amazon.com Inc. (AMZN $216.37)
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First Solar Inc. (FSLR $225.91)
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Intuitive Surgical Inc. (ISRG $429.59)
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Microsoft Corporation (MSFT $510.96)
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NVIDIA Corporation (NVDA $183.16)
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Eaton Corporation PLC (ETN $369.08)
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The Trade Desk Inc. (TTD $52.36)
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JD.com Inc. (JD $31.85)
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CrowdStrike Holdings Inc. (CRWD $493.66)
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Fiserv Inc. (FI $122.63)
Q: In terms of growth and quality, what is your strongest long term recommendation for each of the following investment themes:
Artificial intelligence
Cybersecurity
Cloud computing
Digital payments
Online advertising
Infrastructure rebuild
Alternative/clean energy
Asian consumer spending
Medical needs of an aging population
My preference is for single stock ideas (US, Canadian or international) rather than ETFs, if possible.
Artificial intelligence
Cybersecurity
Cloud computing
Digital payments
Online advertising
Infrastructure rebuild
Alternative/clean energy
Asian consumer spending
Medical needs of an aging population
My preference is for single stock ideas (US, Canadian or international) rather than ETFs, if possible.
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Celestica Inc. (CLS $341.62)
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ATS Corporation (ATS $35.56)
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Kinaxis Inc. (KXS $182.12)
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TerraVest Industries Inc. (TVK $137.00)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.37)
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Advanced Micro Devices Inc. (AMD $214.90)
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Super Micro Computer Inc. (SMCI $52.86)
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Vertiv Holdings LLC Class A (VRT $169.01)
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Celsius Holdings Inc. (CELH $60.70)
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Duolingo Inc. (DUOL $325.00)
Q: Which 5 Canadian and 5 US companies would you buy for pure growth over the next 6 months? Can you provide a bullet for each on risk and main reasons for selection?
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Intuitive Surgical Inc. (ISRG $429.59)
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Exact Sciences Corporation (EXAS $58.34)
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Roku Inc. (ROKU $92.02)
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Axcelis Technologies Inc. (ACLS $79.19)
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Alarm.com Holdings Inc. (ALRM $49.88)
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Guardant Health Inc. (GH $64.22)
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Ultra Clean Holdings Inc. (UCTT $25.53)
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Entegris Inc. (ENTG $83.64)
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Fulgent Genetics Inc. (FLGT $22.51)
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Mitek Systems Inc. (MITK $9.05)
Q: These stocks are my US non registered portfolio, and are all at a loss, to varying degrees. Which stocks would you hold, which ones to sell, and what would you replace them with? Any sector, moderate risk
Q: Hello, your updated opinion on SBUX after the quarterly results? Is is a buy and if so, why? Thanks
Q: NVDA has a p/e of 83 and AMD has a p/e of 329 according to RBC direct investing. I own both and want to sell one. What do you think? Thank you