Q: May I please get your thoughts on Peabody Energy (BTU). They had a decent quarter given the drop off in coal prices at the start of this year. They are buying back a lot of stock. Can I also get your general thoughts on coal (both thermal and metallurgical). Are there standards for regional coal prices (like WTI, WCS, and Brent for oil)? 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.
Q: Could you comment on CRWD's latest quarter results? They must be good, the stock is up 9% today. Thank you
Q: Morning 5i team,
I bough URI back in May 2023 and have done quite well over a short period of time. It's close to it's all time high and although it might have some more upside potential, it may be limited.
I'm thinking of switching from URI to AMZN for a possible better return.
What are your thoughts on the switch or should I stay the course or would you suggest a different stock to switch to.
I currently hold AAPL, GOOG, MSFT and NVDA in that account.
Your thoughts and reasons for your suggestions are appreciated.
Have a great day.
Joe
I bough URI back in May 2023 and have done quite well over a short period of time. It's close to it's all time high and although it might have some more upside potential, it may be limited.
I'm thinking of switching from URI to AMZN for a possible better return.
What are your thoughts on the switch or should I stay the course or would you suggest a different stock to switch to.
I currently hold AAPL, GOOG, MSFT and NVDA in that account.
Your thoughts and reasons for your suggestions are appreciated.
Have a great day.
Joe
Q: It seems the outlook for Uber is changing positively. Although I don't think it can be placed in the same rarefied space as GOOG, AMZN etc in the technology space, do you see it as getting to occupy the same space in the next 5 to 7 years (my time frame before drawing down).
Please briefly give your bull case and bear case for this tech co
Please briefly give your bull case and bear case for this tech co
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Home Depot Inc. (The) (HD $412.79)
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Lowe's Companies Inc. (LOW $263.73)
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McDonald's Corporation (MCD $314.07)
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Dollarama Inc. (DOL $193.35)
Q: Buy DOL?
Very high debt., - BV, dividend increase meagre and a ROE of 800+ - how is this possible with huge debt. - requiring cash flow to support it?
Find fundamentals confusing to say the least.
Very high debt., - BV, dividend increase meagre and a ROE of 800+ - how is this possible with huge debt. - requiring cash flow to support it?
Find fundamentals confusing to say the least.
Q: Dear 5i,
do you know of any web source one can get Sharpe Ratio statistics for Canadian and US stocks in various time frames? If yes, where and which time frames do you think are useful if any?
do you know of any web source one can get Sharpe Ratio statistics for Canadian and US stocks in various time frames? If yes, where and which time frames do you think are useful if any?
Q: Hello 5i,
What would you consider your best / safest U.S. Industrial stock yielding ~ 4.0 % + for a retired investor. This would be in a RRIF account. Any and all suggestions would be welcome!!
Many thanks as always!!! Your service is very much appreciated!!!
Cheers,
Mike
What would you consider your best / safest U.S. Industrial stock yielding ~ 4.0 % + for a retired investor. This would be in a RRIF account. Any and all suggestions would be welcome!!
Many thanks as always!!! Your service is very much appreciated!!!
Cheers,
Mike
Q: Master or Visa ?
Q: Can you compare INMD and ISRG in terms of:
- Risk, Potential Upside, Management, Moat, and Overall?
If you can score them between 1-5, that'd be helpful as it helps me understand how they compare relative to each other.
- Risk, Potential Upside, Management, Moat, and Overall?
If you can score them between 1-5, that'd be helpful as it helps me understand how they compare relative to each other.
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Zoetis Inc. Class A (ZTS $156.62)
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IDEXX Laboratories Inc. (IDXX $645.55)
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Elanco Animal Health Incorporated (ELAN $17.91)
Q: Interested in ELAN as a smaller and cheaper animal health company than ZTS. What is its PE ratio? And what do you think about ELAN as an investment generally, its growth prospects, valuation, debt level, any concerns, its strength as an investment compared with ZTS and lastly a recommended entry price that you would pay yourself for each of these equities. Appreciate your analysis.
Q: Good morning
Which of these 2 has the best chance of recovery? I am down about 30% on each
Sector allocation not a concern
Thks
Marcel
Which of these 2 has the best chance of recovery? I am down about 30% on each
Sector allocation not a concern
Thks
Marcel
Q: What is your latest assessment of MKSI? Good prospects going forward? Undervalued? Better use of funds elsewhere?
Thank you.
Thank you.
Q: Hi ILMN has had poor relative strength lately. Do you still see it as a good strong growth company, or had the thesis changed? I'm happy to consolidate into ISRG or INMD if they look to be superior.
Q: There seems to be a lot of interest in entertainment but LYV is not moving up. Do they have a pronlem with ticket sales. ? RAK
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Illumina Inc. (ILMN $101.80)
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InMode Ltd. (INMD $14.81)
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Lantheus Holdings Inc. (LNTH $58.21)
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Catalyst Pharmaceuticals Inc. (CPRX $21.08)
Q: Can I please have your updated opinion on this company for capital gains over the next 5 years.
How would you rank it among LNTH,INMD,ILMN?
How would you rank it among LNTH,INMD,ILMN?
Q: Was there any further news on takeover talks between Exxon and Pioneer?
Q: Thoughts on this company, trading below $US 70.
Does it show good potential going forward?
Thnx
Does it show good potential going forward?
Thnx
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Fluor Corporation (FLR $41.55)
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Home Depot Inc. (The) (HD $412.79)
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Lowe's Companies Inc. (LOW $263.73)
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Walmart Inc. (WMT $96.83)
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Xylem Inc. New (XYL $143.74)
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Generac Holdlings Inc. (GNRC $194.64)
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Jacobs Solutions Inc. (J $148.49)
Q: Can you suggest public traded companies that focus on restoration after environmental events (i.e. fires, hurricanes and floods)?
Q: Can I please have your overall thoughts on this company and specifically your analysis on the recently announced earnings. Would you be comfortable buying at todays price?Thank You.
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The AES Corporation (AES $13.49)
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NextEra Energy Inc. (NEE $76.32)
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Southern Company (The) (SO $94.48)
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Williams Companies Inc. (The) (WMB $57.07)
Q: Can you please comment on AES and or any other ex Canadian utilities that you would recommend for diversification?
Thanks.
Thanks.