Q: Do you consider CEG a BUY/SELL or HOLD today? A reason please ?
Are there better options in this sector?
US and CND options
Are there better options in this sector?
US and CND options
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
QUALCOMM Incorporated (QCOM $165.14)
-
Pinetree Capital Ltd. (PNP $12.25)
-
ASML Holding N.V. (ASML $1,040.97)
Q: PNP, I bought this stock a while back and I'm not sure why ? Getting old , I guess. Down 40%. Just get rid of it ? I also have ASML and QCOM and have done very well with these two in the past , but now down 24% with both of them .What say you , hold or sell ?
Q: Astera Labs has been running nicely. Your thoughts on the near term, take profits or let it run?
-
Construction Partners Inc. (ROAD $108.40)
-
Shift4 Payments Inc. Class A (FOUR $70.17)
-
AppFolio Inc. (APPF $228.16)
Q: Hello, you have recommended all of these in the past. Given the current valuations, what would you suggest as current entry prices, and why? Especially with a focus on ROAD if you could. Thank you!
Q: Wow….up $30 this morning on $17 billion contract with Microsoft. Can it surpass Coreweave? How far can this baby go up.
And thank you! Nebius is paying for a winter vacation!
And thank you! Nebius is paying for a winter vacation!
Q: Thoughts on Door Dash? Would you consider it a buy at the moment?
Q: what is your assessment of this company thanks Richard
Q: Amrize AG just IPO"d in North America a couple of months ago. I know that 5i does not research European companies in depth but can you provude a comparison with ROAD?
Thanks for all you do.
Mike
Thanks for all you do.
Mike
Q: Hi, could you please report and comment on IOT earnings, forcasts and post market reaction ? thank you.
-
Broadcom Inc. (AVGO $397.57)
-
Applovin Corporation (APP $586.37)
-
Nvidia CDR (CAD Hedged) (NVDA $40.96)
Q: Good morning,
If an investor has done very well with NVDA (thanks to 5i) and it has grown to 12% of a portfolio, would it make sense to reduce one's NVDA position and invest in either AVGO or APP at this time? If so, which might you lean to?
Thanks,
Brad
If an investor has done very well with NVDA (thanks to 5i) and it has grown to 12% of a portfolio, would it make sense to reduce one's NVDA position and invest in either AVGO or APP at this time? If so, which might you lean to?
Thanks,
Brad
Q: Please comment on the NBIS deal with MSFT; looks pretty big.
Q: Bought NBIS as per your recommendation, great call by you, it's a double for me! Would you continue to hold or sell on the news?
Thanks Kim
Thanks Kim
Q: Hi,
MDA - down 25% today, good buying opportunity? What price for a new position?
NBIS - nice contract with MSFT, will gap up big tomorrow. Looking to add to current position. What price would you look to add more or wait for a pullback?
Thanks!
MDA - down 25% today, good buying opportunity? What price for a new position?
NBIS - nice contract with MSFT, will gap up big tomorrow. Looking to add to current position. What price would you look to add more or wait for a pullback?
Thanks!
Q: Thoughts on this new company, trading in the US at a new high?
-
NVIDIA Corporation (NVDA $180.26)
-
Vertiv Holdings LLC Class A (VRT $172.02)
-
Nebius Group N.V. (NBIS $94.69)
Q: If I am not wrong, you used in the past to tell good things about this company but since months it has completely disappeared from your considerations, mentions or recommendations. Have you changed your mind about this enterprise.? May I know your updated opinion and appreciation? Is it yet a good stock to keep in a range of 3 to 5 years?
-
Broadcom Inc. (AVGO $397.57)
-
Alphabet Inc. (GOOG $320.28)
-
Intuitive Surgical Inc. (ISRG $574.23)
-
Microsoft Corporation (MSFT $485.50)
-
NVIDIA Corporation (NVDA $180.26)
-
JPMorgan Chase & Co. (JPM $307.64)
-
RTX Corporation (RTX $173.19)
-
Applovin Corporation (APP $586.37)
-
Nebius Group N.V. (NBIS $94.69)
Q: Hey everyone, I have a nice amount in my TFSA account. What I’m trying to do is grow the account over time, let’s say a 25yr time period as I don’t need the money. With your crystal ball in hand and a mindset of holding forever what twenty companies would you buy today? Companies can be anywhere in the world and be in any sector but they need to trade on a North American exchange. Appreciate you playing along.
Q: Applovin just got admitted to the s&p500. I’m assuming this must be very good for the shares over the next year as all of the index trackers have to start buying it. Will it also remove some of the volatility in the share price? What other effects do you see from this index inclusion.
Q: What do you think of Bausch Health(formerly Valient). Can you please comment on insider buying and ownership. Their battle with debt, how's that coming along? Their relationship with Blackstone and Carl Icahn and is any of this or other metrics or news lead you to an opinion of buy, sell or hold?
-
Broadcom Inc. (AVGO $397.57)
-
Micron Technology Inc. (MU $230.26)
-
Taiwan Semiconductor Manufacturing Company Ltd. (TSM $289.96)
Q: Good AM. Would you please rank your preference (most to least) for long-term (5-10 yrs) capital appreciation of the 3 stocks indicated?
Q: CIRCLE Group CRCL has declined significantly from its highs. Do you think it's a buying opportunity at current prices? Would you consider it a viable long-term investment? I'd appreciate your analysis. Thank you.