Investment Q&A

• NVIDIA Corporation (NVDA)
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Q: Hi,
NVDA has had such a terrific run. One of those stocks that makes me say could have would have and should have!

What is your take on NVDA going forward?
What would be a good entry point IF a big IF it corrects! Worth Selling a cash covered put?

Many thanks.
Mano.

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Read Answer Asked by Savalai on May 02, 2023

• XPEL Inc. (XPEL)
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Q: XPEL missed 4th quarter 02/27/2023. It came in below estimates of .44. 1st quarter 05/09/2023 estimates are lower being .37. What is your opinion on this stock beating expectations this quarter? Thank you. Your advice is appreciated.

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Read Answer Asked by Dennis on May 02, 2023

• Cisco Systems Inc. (CSCO)
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• QUALCOMM Incorporated (QCOM)
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Q: Hi 5i
I like the (relative) stability of CSCO but I like the growth prospects of QCOM. I own both at near enough equal weights in an over-diversified portfolio.
Would you leave well enough alone at this time with these two or would you tilt the scales to increase QCOM and decrease CSCO a little?
Thanks

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Read Answer Asked by mike on May 02, 2023

• Keysight Technologies Inc. (KEYS)
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Q: Hello 5i

I currently own KEYS and still up 50% or so even after the recent negative momentum.
Do you have a view on the negative momentum - does it look overdone and would you leave well enough alone, buy more or sell given the recent drop ?
Thanks

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Read Answer Asked by mike on May 02, 2023

• TE Connectivity plc (TEL)
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Q: Hello,
I would appreciate hearing your current thoughts on TE Connectivity, TEL. Do you like the company? Please comment on TEL's performance and it's prospects over the next year?
Thanks,
Patrick

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Read Answer Asked by Patrick on May 02, 2023

• Proto Labs Inc. (PRLB)
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• Xometry Inc. (XMTR)
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Q: XMTR Good upside potential? Is there another company in the same industry that you prefer?
Thanks

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Read Answer Asked by Curtis on May 02, 2023

• Corning Incorporated (GLW)
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Q: Not too many questions about GLW... How do you view it today? Your last comments were in 2021...

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Read Answer Asked by Francois on May 02, 2023

• InMode Ltd. (INMD)
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Q: Peter; What didn’t the market like of their earnings? Thanks
Rod

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Read Answer Asked by Rodney on May 02, 2023

• MEDIFAST INC (MED)
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Q: Can I have your opinion on the latest results?

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Read Answer Asked by Nick on May 02, 2023

• Dollar Tree Inc. (DLTR)
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• Dollar General Corporation (DG)
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• Waste Management Inc. (WM)
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• Waste Connections Inc. (WCN)
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Q: I have some US cash I'm looking to invest in a company that I feel would fair ok in a recession. What are your thoughts on Waste Management and Dollar General? Are there competitor's in their respective sector's you would prefer?

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Read Answer Asked by Chris on May 02, 2023

• NVIDIA Corporation (NVDA)
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• Salesforce Inc. (CRM)
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Q: Hi There,

Do you think both these have run up too fast and one should wait for a pull back or are they buyable here for long term hold?

Thanks!
Rob

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Read Answer Asked by Robert on May 01, 2023

• Amazon.com Inc. (AMZN)
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Q: Hi 5i, can I have your opinion of their latest results? It appears market didn't like forward guidance on the cloud segment. Also would you buy this stock today?

Thx

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Read Answer Asked by Christopher on May 01, 2023

• Ecolab Inc. (ECL)
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• Xylem Inc. New (XYL)
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• Stantec Inc. (STN)
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• American Water Works Company Inc. (AWK)
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Q: can you suggest some good CAD and US listed stocks that have good exposure to the water theme that I can do some further research on. It seems water is a very precious commodity with our changing climate issues.

thanks

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Read Answer Asked by Ian on May 01, 2023

• Texas Instruments Incorporated (TXN)
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• The Walt Disney Company (DIS)
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• Lowe's Companies Inc. (LOW)
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• PepsiCo Inc. (PEP)
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• Philip Morris International Inc (PM)
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• Verizon Communications Inc. (VZ)
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• T-Mobile US Inc. (TMUS)
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Q: Hi 5i,
I am turning 72 and moving from an RRSP to a RIF and think this portfolio should be more orientated towards income.

In that light I wonder if you could suggest some replacement stocks for the non dividend paying TMUS and DIS on the US side of my RIF? Thanks as usual for you help.
David

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Read Answer Asked by David on May 01, 2023

• Abbott Laboratories (ABT)
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• CVS Health Corporation (CVS)
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• Johnson & Johnson (JNJ)
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• Eli Lilly and Company (LLY)
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• Pfizer Inc. (PFE)
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• UnitedHealth Group Incorporated (DE) (UNH)
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• iShares Global Healthcare ETF (IXJ)
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• Health Care Select Sector SPDR (XLV)
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Q: I hold JNJ, PFE and CVS in the health care sector. Are JNJ and PFE sufficiently different to warrant holding both? Would you recommend an alternative (and for which one)?

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Read Answer Asked by Benjamin on May 01, 2023

• Costco Wholesale Corporation (COST)
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Q: Where do you see Costco in the near future? I think we all know they have a good moat and successful business model but I’m concerned they will be hit by consumer slowdowns and they are already pricey. Their recent past is frequent oscillation in a range.

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Read Answer Asked by Peter on May 01, 2023

• Allegiant Travel Company (ALGT)
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Q: What is your opinion on Allegiant Travel? I have a small position which has been a long term under performer and am considering exiting.

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Read Answer Asked by Andrew on April 30, 2023

• Cloudflare Inc. Class A (NET)
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Q: Can you please tell me what you think of Net’s earnings

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Read Answer Asked by Mike on April 29, 2023

Q: Envala Corp. ELA:NYSE what is your opinion on this company?

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Read Answer Asked by Craig on April 29, 2023

• Pinterest Inc. Class A (PINS)
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Q: Hi team ,
Once again Pinterest is crashing. I was hopeful things were on the uptrend with the name lately. Is this another earnings over reaction? I thought the Amazon partnership was quite interesting for transforming the platform into a e-commerce enabled site…potentially very lucerative once it gets going. But, market not liking results. Should I keep patience with this name or dump? Part of the reason I was holding was I believed this name will be taken over at some point at a much higher share price.

Thanks ,
Shane

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Read Answer Asked by Shane on April 29, 2023