Q: Would welcome your thoughts on latest news- the litigation problem is not going away. Want to keep US healthcare exposure - what about a swap to LLY?
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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 is popping this? would tfii be interested in the assets ?
Q: ABBV is approx. 28% off it's high of last year. I am considering a change to one of LLY; ILMN; or ISRG. Do you concur with the change and if so which would you prefer.
Carl
Carl
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Microsoft Corporation (MSFT)
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Miscellaneous (MISC)
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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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Check Point Software Technologies Ltd. (CHKP)
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Zscaler Inc. (ZS)
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Qualys Inc. (QLYS)
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CrowdStrike Holdings Inc. (CRWD)
Q: Hi 5i Team - Could you suggest a few cyber security stocks, Canadian and U.S., including established companies that are profitable as well as two or three newer ones that show some promise but may or may not be profitable yet. Any market cap is fine. Thanks.
Q: What did you think of earnings? Recent news seems very positive. Do you have any thoughts about silicon carbide (SiC) chips and the outlook for ON? Thanks
Q: Good day everyone your thoughts on ATKR
Thanks
Thanks
Q: Hi, Could you please comment on SOFI earnings. Thank you
Q: PLTR
NYSE/US
Palantir Technologies Inc
Can you please explain in simple terms an old person like me can understand what exactly does PLTR do?
How does it make money?
Thank you.
NYSE/US
Palantir Technologies Inc
Can you please explain in simple terms an old person like me can understand what exactly does PLTR do?
How does it make money?
Thank you.
Q: On or about July 22 Inmode and ISRG had quite a tumble. I added to ISRG and bought Inmode. They are not participating with this rally. They are still at the lows on the date recently mentioned. You know more about these 2 stocks than I do. Is there any reason no one seems to be interested in them? Thank you again,
Q: Can you please help me with calculating NextEra Energy’s payout ratio. I have been using the annual dividend per share divided by the adjusted EPS. So for 2023, I expect it to be between 60% and 63%, as they expect adjusted earnings to be in the $2.98 to $3.13 range. And they are paying $0.4675 per quarter or $1.87 annually. If I use EPS before adjustments, the payout ratio jumps, and if I use cashflow from operations it drops. Is adjusted EPS the best number to be using? I keep reading that NEE has a conservative payout ratio, would you agree? Thanks for your help.
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American Express Company (AXP)
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Ford Motor Company (F)
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International Business Machines Corporation (IBM)
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Macy's, Inc. (M)
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Deutsche Bank AG (DB)
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New York Times Company (The) (NYT)
Q: We hear a lot about which companies might do well with AI, but we don't hear much about who does not. Surely there must be losers, perhaps companies that currently offer services that will be turned over to cheaper bots as AI progresses through the economic system? Your thoughts are appreciated.
Q: Hi 5i Team,
Pls comment on Ultra Clean Holding earning.
I am down 25% on this stock and was hoping it will recover with its semiconductor business but it never happen.
Time to move on or hold?
Thanks
Pls comment on Ultra Clean Holding earning.
I am down 25% on this stock and was hoping it will recover with its semiconductor business but it never happen.
Time to move on or hold?
Thanks
Q: Why did Dollar General get hit so hard at the end of May and is now going sideways. Will it soon move back up to where it was ? Thanks.
Q: Any update on this one? I see 5 analysts all with strong buy and a $17 USD price target, representing pretty good upside. I've owned it long enough to be down 36% and while I like it, there does seem to be a lot of other fish in the proverbial sea these days where my $ might be better.
If I hold, how much longer do I give them?
If I hold, how much longer do I give them?
Q: Hi there,
ELA Envela Corp looks very interesting company. Can I please get your opinion on the company/stock and if you'd rate it a buy or sell?
Thanks!
ELA Envela Corp looks very interesting company. Can I please get your opinion on the company/stock and if you'd rate it a buy or sell?
Thanks!
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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Owens Corning Inc New (OC)
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Comfort Systems USA Inc. (FIX)
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Mettler-Toledo International Inc. (MTD)
Q: Hello,
There hasn't been a question on this company since 2021 - can I get your updated opinion of it? They just reported earnings this week and beat EPS estimates.
For a portfolio light on industrials, would you recommend it? If not, can you list a few industrials that you consider better - US or CDN.
Thank you,
There hasn't been a question on this company since 2021 - can I get your updated opinion of it? They just reported earnings this week and beat EPS estimates.
For a portfolio light on industrials, would you recommend it? If not, can you list a few industrials that you consider better - US or CDN.
Thank you,
Q: I am wondering what your thoughts are on the new IPO Oddity technology. This AI company that is direct to consumer make up and skin care products is trying to disrupt beauty. I am wondering what your thoughts are on Oddity and if you still like ULTA and/or Estee Lauder. Do you feel a company like Oddity can have a significant impact on sales and what is your rating (sell, buy, hold) for EL, ULTA and ODD? Thank you!
Q: Good Evening 5i Crew,
I bought 100 shares of Nvidia about 18 months ago and I am up 95%. I strongly believe in the capabilities of this company and the part it will play in technology over the next 5-10 years. However the noise around valuation is getting pretty loud. Do you suggest selling 50% (getting my original investment out) of the shares and play with the house money? I have a 5-10 year horizon
With thanks for your opinion
I bought 100 shares of Nvidia about 18 months ago and I am up 95%. I strongly believe in the capabilities of this company and the part it will play in technology over the next 5-10 years. However the noise around valuation is getting pretty loud. Do you suggest selling 50% (getting my original investment out) of the shares and play with the house money? I have a 5-10 year horizon
With thanks for your opinion
Q: I have done well with AMZN and am considering a switch to GOOG. Which do you think will fare better in the longer term? Please explain. I'm a big nervous about AMZN's PE ratio.
thanks. al
thanks. al
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NVIDIA Corporation (NVDA)
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Advanced Micro Devices Inc. (AMD)
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Axcelis Technologies Inc. (ACLS)
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ASML Holding N.V. (ASML)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: Good day 5i,
I currently hold positions in 5 semi-conductor companies: Nvidia, ASML, AMD, Taiwan Semi and Axcelis. I'd like to concentrate the positions in order to make the remaining positions more meaningful. However, I like all of these companies and feel they all have great growth ahead. If you were to concentrate this group, which would you sell? With those funds, in what order would you add to the others? Or would you keep all of them?
Growth-oriented investor, comfortable with volatility.
Thank you for your insights,
I currently hold positions in 5 semi-conductor companies: Nvidia, ASML, AMD, Taiwan Semi and Axcelis. I'd like to concentrate the positions in order to make the remaining positions more meaningful. However, I like all of these companies and feel they all have great growth ahead. If you were to concentrate this group, which would you sell? With those funds, in what order would you add to the others? Or would you keep all of them?
Growth-oriented investor, comfortable with volatility.
Thank you for your insights,