Q: Is Stride taking over from the downtrodden Chinese education providers, TAL, etc.?Bottom line, what is your perspective on their intermediate term prospects?
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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: Dear 5i team.
I'm trying to understand the impact of the recent fight between Disney and the State of Florida. What would you estimate the impact to be if Florida strips Disney of their special status to govern themselves. To be honest, I'm not sure if this will have any impact as it may be a zero sum game if the surrounding municipalities collect a tax to provide the services Disney does and pays for itself now? Is that too simplistic?
Appreciate your opinions.
I'm trying to understand the impact of the recent fight between Disney and the State of Florida. What would you estimate the impact to be if Florida strips Disney of their special status to govern themselves. To be honest, I'm not sure if this will have any impact as it may be a zero sum game if the surrounding municipalities collect a tax to provide the services Disney does and pays for itself now? Is that too simplistic?
Appreciate your opinions.
Q: Thoughts on Spotify? Has gone down a lot - any reason for the big drop today? How is it on valuation / growth metrics? Would you buy?
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Amgen Inc. (AMGN)
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Regeneron Pharmaceuticals Inc. (REGN)
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Vertex Pharmaceuticals Incorporated (VRTX)
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AbbVie Inc. (ABBV)
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Eli Lilly and Company (LLY)
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Pfizer Inc. (PFE)
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Mettler-Toledo International Inc. (MTD)
Q: Hi, can you suggest some names in Biotech sector with 3-5 year time frame.
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Apple Inc. (AAPL)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Topicus.com Inc. (TOI)
Q: Where would you rank APPS right now in relation to the above companies for a buy right now?
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Gilead Sciences Inc. (GILD)
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Tencent Holdings Ltd. ADR (TCEHY)
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Etsy Inc. (ETSY)
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Teladoc Health Inc. (TDOC)
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Safehold Inc. (SAFE)
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Pinterest Inc. Class A (PINS)
Q: Please give your opinion on whether you would buy, hold or sell the companies listed. Thinking of 5 year or more time-frame.
Thanks as always,
Kevin
Thanks as always,
Kevin
Q: Please give your opinion about the clean energy sector Hudson Tech Inc (HDSN) and supply chain sector Global Shipping ETF (BOAT). Thanks
Q: Hello Peter, Could you tell me which sectors are doing well in Canada and the USA and how long will they be in favor ie:- 3 months, 6 months 1 year etc.
Thanks.
Ivan
Thanks.
Ivan
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Advanced Micro Devices Inc. (AMD)
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Crocs Inc. (CROX)
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Digital Turbine Inc. (APPS)
Q: What would be your top 5 US picks based on current value and long term growth?
Thanks as always.
Kevin
Thanks as always.
Kevin
Q: What would be your Fav health {large cap} care stock for a longer term hold.
I do not currently own any health care stocks or ETFS.
Thanks Valter
I do not currently own any health care stocks or ETFS.
Thanks Valter
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Nasdaq Inc. (NDAQ)
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CVS Health Corporation (CVS)
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Home Depot Inc. (The) (HD)
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JPMorgan Chase & Co. (JPM)
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Procter & Gamble Company (The) (PG)
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Thermo Fisher Scientific Inc (TMO)
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Visa Inc. (V)
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Walmart Inc. (WMT)
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Bank of Nova Scotia (The) (BNS)
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Enbridge Inc. (ENB)
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Loblaw Companies Limited (L)
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Sun Life Financial Inc. (SLF)
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Constellation Software Inc. (CSU)
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Fortis Inc. (FTS)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi team,
Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.
With appreciation,
Jacques ISD
Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.
With appreciation,
Jacques ISD
Q: I was perusing for low p/e US stocks and I came across Ryder Systems. Low p/e and an attractive dividend that has been paid for 45 consecutive years. I went to the company web page and looked at a corporate presentation and I was surprised to read that this company has a lot of verticals (I thought they just rented trucks!!). It seems to provide a lot of services for the e-commerce retailers which has secular growth. I know they have a lot of debt (but doesn't anyone in the truck leasing business need a lot of working capital?) so why does this company seem to trade a such a low multiple with a decent dividend? Price momentum is poor but I have other stocks that are momentum plays and I like to have some value stocks as a counter balance to the portfolio. Is R good value or other there issues I have not uncovered?
Q: shop is dropping today Wednesday. is this Netflix influence? can you comment on future and explain.
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Broadcom Inc. (AVGO)
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QUALCOMM Incorporated (QCOM)
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Open Text Corporation (OTEX)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: hello 5i:
2 questions.
Question 1: we hold OTEX and are considering selling and replacing with NVEI. What is a reason, or reasons, we should NOT do this, as overall you are in favour of such a move (your recent posts).
Question 2:
AVGO vs QCOM; which do you like and why?
thanks
Paul L
2 questions.
Question 1: we hold OTEX and are considering selling and replacing with NVEI. What is a reason, or reasons, we should NOT do this, as overall you are in favour of such a move (your recent posts).
Question 2:
AVGO vs QCOM; which do you like and why?
thanks
Paul L
Q: I find this AI and Robotic space interesting, and I am impressed recent results. Looking at taking on a small entry position. Can you give me your thoughts on this company? Thanks John
Q: If Netflix is down 25% at the open of trading, isn’t this an amazing buying opportunity for long term investors? Seems to me the causes for concern are only temporary and not part of a long term trend. Am I missing something?
Q: Can you provide your thoughts on this company and on its fundamentals.
Q: Is this a good entry point for EL? Or is there something going on in the background that is dragging the stock down?
Q: Hi Peter
This stock is now at a year low .
Are there concerns it may cut its dividend
is there a reason why it is dropping like this
Thank you
This stock is now at a year low .
Are there concerns it may cut its dividend
is there a reason why it is dropping like this
Thank you
Q: Hi,
Just seeing the Seeking Alpha bit on Guyana and XOM. Do you have any thoughts you would be able to add? Should I be concerned this is large enough to affect XOM's balance sheet?
Thanks for all you sage advice - always appreciated!
Dawn
Just seeing the Seeking Alpha bit on Guyana and XOM. Do you have any thoughts you would be able to add? Should I be concerned this is large enough to affect XOM's balance sheet?
Thanks for all you sage advice - always appreciated!
Dawn