Q: What is your opinion on this US healthcare stock regarding valuation, prospects, and risk. It seems cheap but do you consider its concentration on drugs a potential pitfall if the US decides to reduce allowable charges for prescriptions. Would you buy CI or are UNH Elevance or Humana better equities to hold? Appreciate your views.
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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: Hello Peter,
Does 5i have an analysis of Progressive"s latest result? I am not looking for a long term hold but considering a trade. Would that be wise and if so, what would be an entry point?
Regards
Rajiv
Does 5i have an analysis of Progressive"s latest result? I am not looking for a long term hold but considering a trade. Would that be wise and if so, what would be an entry point?
Regards
Rajiv
Q: May I have your thoughts on $SYK.
Q: your thoughts on LAZ right now.
Is it in the same boat as the other banks?
Outlook?
Is it in the same boat as the other banks?
Outlook?
Q: May I have your thoughts on PLD.
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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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Evolve Cyber Security Index Fund (CYBR)
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CrowdStrike Holdings Inc. (CRWD)
Q: Not clear why this fund goes nowhere or down? Keeper for the next year? Seems odd in the days of hacking and security needs. Your thoughts please.
Q: Hi All at 5i!
I am giving my portfolio a spring cleaning. I have Arkk, Apps and Unity software, all of which are down significantly. I do not need the money and can hold these for at least 5 years. Is there hope for any of them should the market start performing better or are there inherent problems with them and should I just let them go . Your opinion is highly valued. Cheers, Tamara
I am giving my portfolio a spring cleaning. I have Arkk, Apps and Unity software, all of which are down significantly. I do not need the money and can hold these for at least 5 years. Is there hope for any of them should the market start performing better or are there inherent problems with them and should I just let them go . Your opinion is highly valued. Cheers, Tamara
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Equinix Inc. (EQIX)
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Crown Castle Inc. (CCI)
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Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM)
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Digital Realty Trust Inc. (DLR)
Q: What are your top 3 picks in the digital data storage sector and why. Thanks for your analysis.
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Intel Corporation (INTC)
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Western Digital Corporation (WDC)
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Revvity Inc Com (PKI)
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Omega Healthcare Investors Inc. (OHI)
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Groupon Inc. (GRPN)
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Beyond Meat Inc. (BYND)
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Silvergate Capital Corporation Class A (SI)
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Warner Music Group Corp. (WMG)
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Nikola Corporation (NKLA)
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WeWork Inc - Class A (WE)
Q: Hi Peter,
Can you please provide a list of the top five companies that you would consider taking a short position for the next six months? Please provide a brief explanation why these companies were selected to be included in your shortlist.
Thanks, for your advice.
George
Can you please provide a list of the top five companies that you would consider taking a short position for the next six months? Please provide a brief explanation why these companies were selected to be included in your shortlist.
Thanks, for your advice.
George
Q: Does the large amount of insider selling recently , especially with earnings report soon, send a signal
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iShares Russell 2000 Growth ETF (IWO)
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SPDR S&P 500 ETF Trust (SPY)
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Vanguard Total Stock Market ETF (VTI)
Q: Hi, can you recommend a couple of US ETFs for my US RRSP please? I have a 5 year time horizon. Thank you
Q: In your opinion, are there favourable prospects for growth over next 12 months or is this investment just dead money? Thanks. Rick
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Amgen Inc. (AMGN)
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Pfizer Inc. (PFE)
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Guardant Health Inc. (GH)
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InMode Ltd. (INMD)
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Elevance Health Inc. (ELV)
Q: This company's stock price has taken a bigger hit than other high growth healthcare names. What's the reason for this and is it still a company with good long term potential? Are there other small cap US healthcare companies that may be undervalued that you prefer to this one?
Q: I've never been able to justify buying MSFT purely on valuation. How does the current valuation compare to historical valuation and when looking at a stock like MSFT, what valuation metrics are most important to look at to determine is this a good time to buy or not?
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Apple Inc. (AAPL)
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Alphabet Inc. (GOOG)
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Intel Corporation (INTC)
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Microsoft Corporation (MSFT)
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Walmart Inc. (WMT)
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Enbridge Inc. (ENB)
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Constellation Software Inc. (CSU)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD)
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Miscellaneous (MISC)
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Berkshire Hathaway Inc. (BRK.A)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi Everyone!! Peter, I always enjoy your article in the National Post. In this past one” Five things I wish I knew when I started out”…. You mentioned as one of your points , that companies that don’t need any money at all are the best investments . Could you please list a few Canadian and US companies that are in that situation?
Cheers,
Tamara
Cheers,
Tamara
Q: I have long been interested in AUDC for its decent (for a growth stock) dividend and excellent diversification properties. Does its recent drop make it a buy opportunity or is it just "to be avoided"?
Thanx!
Thanx!
Q: What is your opinion of AJG compared to AON. Both have performed well but AJG has a much higher PE. Would recommend either or is there another company in the sector that you would prefer. Thanks so much for your expertise.
Q: Big bank earnings approaching. What do we anticipate and how will the sector respond. Some regional banks look attractive. Do you agree? If so, which names look nicely on sale.
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Perion Network Ltd (PERI)
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Digital Turbine Inc. (APPS)
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Upstart Holdings Inc. (UPST)
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Lantheus Holdings Inc. (LNTH)
Q: What is your long term view on these two companies? Is their structure, management, and financial condition such that holding on to them makes sense?
Do you have replacement suggestions that will likely surge ahead in more promising market conditions? Thank you.
Do you have replacement suggestions that will likely surge ahead in more promising market conditions? Thank you.
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iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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SPDR S&P 500 ETF Trust (SPY)
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INVESCO QQQ Trust (QQQ)
Q: Hi Peter,
I do not believe in technical analysis, however, from a technical analysis perspective, what would be a great entry point in the next three to six months to purchase shares of SPY, QQQ and XIC? What is the likelihood of these great entry points happening in the next three to six months?
Thanks
I do not believe in technical analysis, however, from a technical analysis perspective, what would be a great entry point in the next three to six months to purchase shares of SPY, QQQ and XIC? What is the likelihood of these great entry points happening in the next three to six months?
Thanks