Q: Good morning, would it be too late to get on the Nvidia bandwagon for a 2 to 3 year hold, thanks?
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.
Q: Hi 5iTeam,
LFUS's price has done much over the last 1 1/2 years. May I can have your comments on the company's business and is it a buy, hold or sell?
Regards,
H
LFUS's price has done much over the last 1 1/2 years. May I can have your comments on the company's business and is it a buy, hold or sell?
Regards,
H
-
Dollar Tree Inc. (DLTR $126.59)
-
PayPal Holdings Inc. (PYPL $59.56)
-
Methanex Corporation (MX $53.75)
-
Block Inc. Class A (SQ)
-
Jamieson Wellness Inc. (JWEL $33.02)
-
DocuSign Inc. (DOCU $69.77)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.53)
-
Pinterest Inc. Class A (PINS $26.33)
-
Mitek Systems Inc. (MITK $10.50)
Q: I read with interest your recent response about high risk stocks for conservative investors. Me, becoming more a conservative investor (as I enter my 80's but still like growth....hahahaha). With that in mind would you consider the following stocks high risk - LSPD, MX, JWEL, and in the US, MITK, PINS, PYPL, SQ, DLTR, DOCU....Thanks for your take.........Tom
Q: Regarding diversification, do you know insight as to why most professionals recommend diversification, however, Warren Buffet (arguably the most successful investor of all time) has previously said "diversification is—as practiced generally—makes very little sense for anyone that knows what they’re doing...it is a protection against ignorance.".
Yet on top of this, BRK.B has almost 50 holdings according to the 13F Portfolio Filings (although AAPL represents 50% of the holdings). Thoughts or opinions?
Yet on top of this, BRK.B has almost 50 holdings according to the 13F Portfolio Filings (although AAPL represents 50% of the holdings). Thoughts or opinions?
-
Alphabet Inc. (GOOG $305.49)
-
Microsoft Corporation (MSFT $485.24)
-
NVIDIA Corporation (NVDA $179.58)
-
Super Micro Computer Inc. (SMCI $30.75)
-
Vertiv Holdings LLC Class A (VRT $160.56)
Q: If you wanted to take a position in a stock in the AI phenomenon what would be your top 5 picks. Could please indicate the reasons for your choices.
Q: Can I get your opinion of Boeing? It's been outperforming the market and peers over the last year or so and wonder if this a buy on any weakness...Thanks!
Q: Hi 5i,
What is 5i Opinion on DKS after -24% drop in share price... Is this a company worth investing in at this time? If yes , what price and time frame would be reasonable to consider... Could this type of weakness initiate an increase in short positions...
Presently hold small position so .....Buy ,sell,hold
Thx
What is 5i Opinion on DKS after -24% drop in share price... Is this a company worth investing in at this time? If yes , what price and time frame would be reasonable to consider... Could this type of weakness initiate an increase in short positions...
Presently hold small position so .....Buy ,sell,hold
Thx
Q: You'll probably get a lot of questions on NVDA's earnings. My question is on the announced $25B stock buyback. Is it me, or is this absolutely insane given the price to book valuation? Doesn't this lower the book value per share?
Q: What are your thoughts on this coal miner. Are they buying back shares?
Thanks
Thanks
-
Adobe Inc. (ADBE $356.28)
-
Alphabet Inc. (GOOG $305.49)
-
Intuit Inc. (INTU $667.34)
-
Deere & Company (DE $471.11)
-
Rockwell Automation Inc. (ROK $395.70)
-
United Rentals Inc. (URI $805.66)
-
ServiceNow Inc. (NOW $155.30)
-
The Trade Desk Inc. (TTD $37.30)
-
Copart Inc. (CPRT $39.28)
-
Crocs Inc. (CROX $88.75)
Q: Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech? - this was asked and you said the list would longer if it was asked the other way around, can I have the list of this question asked the other way around?
Q: What do you think of their results? Do you expect their Chinese affiliations will hurt them?
Thanks
Thanks
Q: Hi There,
I'm looking trim NVDA to add another solid US company to my TFSA with the procedes. Out of BRK.B and COST, which would be preference today?
Thank You
I'm looking trim NVDA to add another solid US company to my TFSA with the procedes. Out of BRK.B and COST, which would be preference today?
Thank You
Q: At this time do you think Ford is a buy, hold, or sell?
Are the employees expected to go on strike?
Thank you
Are the employees expected to go on strike?
Thank you
Q: Hello,
Could I get your take on this company?
Thanks.
Could I get your take on this company?
Thanks.
-
Amazon.com Inc. (AMZN $228.61)
-
Walmart Inc. (WMT $114.04)
-
Zoetis Inc. Class A (ZTS $123.96)
-
IDEXX Laboratories Inc. (IDXX $702.53)
-
Trupanion Inc. (TRUP $38.12)
-
Chewy Inc. Class A (CHWY $32.48)
Q: Can I please have your opinion on whether these two businesses have long term growth potential? Have been losers in my portfolio and wondering if it’s time to move on or if patience is needed. Thanks
-
Moody's Corporation (MCO $503.63)
-
Roper Technologies Inc. (ROP $445.09)
-
TFI International Inc. (TFII $145.56)
-
Thomson Reuters Corporation (TRI $181.60)
-
GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $29.74)
-
S&P Global Inc. (SPGI $511.42)
-
MSCI Inc. (MSCI $571.13)
-
Old Dominion Freight Line Inc. (ODFL $157.01)
-
Waste Connections Inc. (WCN $241.40)
-
Jacobs Solutions Inc. (J $133.28)
-
Boyd Group Services Inc. (BYD $221.53)
Q: I would like to build a position in the industrial services sub-sector. Could you identify your favs [CAD/US] for 3-5 year hold [I have named a few, but look to you for those in which you have the most conviction] and rank according to (a) safety in a recession and (b) compounders for long-term growth. What makes them stand out?
Thank you..
Thank you..
Q: Hi. What's your opinion regarding starting a position Twilio? thx. J
-
D.R. Horton Inc. (DHI $147.17)
-
Builders FirstSource Inc. (BLDR $103.78)
-
TopBuild Corp. (BLD $424.39)
Q: Hi,
Home builders seems to be doing well in the U.S. Do you think a housing boom is underway ? Is it too late to invest in the sector ? If you were to invest, which would be your picks for strong growth ? Short term ? Long term ?
Thank you for your most valuable advice,
Jacques IDS
Home builders seems to be doing well in the U.S. Do you think a housing boom is underway ? Is it too late to invest in the sector ? If you were to invest, which would be your picks for strong growth ? Short term ? Long term ?
Thank you for your most valuable advice,
Jacques IDS
-
Amazon.com Inc. (AMZN $228.61)
-
Costco Wholesale Corporation (COST $851.80)
-
Alphabet Inc. (GOOG $305.49)
-
Visa Inc. (V $348.69)
-
Constellation Software Inc. (CSU $3,363.53)
-
SPDR S&P 500 ETF Trust (SPY $680.37)
-
INVESCO QQQ Trust (QQQ $616.51)
-
Brookfield Corporation Class A Limited Voting Shares (BN $62.39)
Q: Hi Team,
For an 18 year old who just opened their TFSA and starting with $6500, what stocks or ETFs (CDN and/or US) would you start with? There are no trading fees so there is no worry to buy 10 names if that is the best way forward.
Thanks
For an 18 year old who just opened their TFSA and starting with $6500, what stocks or ETFs (CDN and/or US) would you start with? There are no trading fees so there is no worry to buy 10 names if that is the best way forward.
Thanks
-
Edwards Lifesciences Corporation (EW $85.27)
-
Exact Sciences Corporation (EXAS $101.50)
-
InMode Ltd. (INMD $14.39)
Q: I own these three stocks and for consolidation reasons was thinking of selling one, but only if it makes sense. In terms of your confidence level in these companies, is there a clear ranking of them or are all three of them pretty solid with equivalent long-term growth opportunities?