Q: What are your thoughts on STM. Buy, sell or hold. What would be a good acquisition price.
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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: As a follow up to your excellent summary response to my question asking about Digital Turbines (APPS) quarterly earnings, you said you would be comfortable adding to it with a long term view in mind and that it may come down in price after its big rise after the earnings report. I am wondering what would be a good price to try and get to add to a small position (decreased significantly since purchased near highs). Thank so much for all your great advice and work that the 5i team does!
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Salesforce Inc. (CRM $234.12)
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Exact Sciences Corporation (EXAS $101.13)
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Veeva Systems Inc. Class A (VEEV $239.95)
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Guardant Health Inc. (GH $108.81)
Q: Would you have a proxy for GH and VEEV and would you buy them back in 30 days or would you just sit it out and wait for a rebound?
Thanks for your service!
Thanks for your service!
Q: They have had a couple of good quarters, they seem to be in a good space. Current thoughts?
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Block Inc. Class A (SQ)
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Tesla Inc. (TSLA $419.40)
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Carriage Services Inc. (CSV $42.65)
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IDEXX Laboratories Inc. (IDXX $766.68)
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Roku Inc. (ROKU $94.88)
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Zscaler Inc. (ZS $289.73)
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Converge Technology Solutions Corp. (CTS $5.99)
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Century Communities Inc. (CCS $64.14)
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MEDIFAST INC (MED $10.91)
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Digital Turbine Inc. (APPS $4.78)
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Cloudflare Inc. Class A (NET $197.49)
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Snowflake Inc. (SNOW $250.32)
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Airbnb Inc. (ABNB $118.56)
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Mitek Systems Inc. (MITK $9.02)
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Affirm Holdings Inc. (AFRM $68.83)
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DigitalOcean Holdings Inc. (DOCN $44.90)
Q: Hi 5i Team,
I own the above noted stocks as a smaller portion of my portfolio of higher risk names. All of these names are down other than CTS. Do you see any of these names as ones that I should sell as part of a portfolio clean up?
Thanks in advance,
Jon
I own the above noted stocks as a smaller portion of my portfolio of higher risk names. All of these names are down other than CTS. Do you see any of these names as ones that I should sell as part of a portfolio clean up?
Thanks in advance,
Jon
Q: Hi 5i
PFE ($49.36) has had a nice run. Any worries of a backlash against them as we all keep getting jabs and yet keep getting COVID? The virus mutates faster than they can come up with new vaccines. Will investors start to worry that this giant boost to revenue may disappear?
-And side question-how have your portfolios fared this year? Just curious since you don't own any Canadian stocks, have you managed to avoid major declines?
Greg
PFE ($49.36) has had a nice run. Any worries of a backlash against them as we all keep getting jabs and yet keep getting COVID? The virus mutates faster than they can come up with new vaccines. Will investors start to worry that this giant boost to revenue may disappear?
-And side question-how have your portfolios fared this year? Just curious since you don't own any Canadian stocks, have you managed to avoid major declines?
Greg
Q: I would appreciate your thoughts on Bumble as a potential buy, looking at it for longterm growth... thank you.
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Brigham Minerals Inc. Class A (MNRL)
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Woodside Energy Group Limited American Depositary Shares each representing one (WDS $16.25)
Q: Pls give your opinion and outlook for each. Thank you.
Q: Hate to admit I averaged down on this, but it salvaged a bit of a return….wait longer or sell and move on?
Q: How would you characterize the large cap technology stocks today and for the next year. FYI I sold my FB stock years ago - I can’t stand the companies impact on personal health! Clayton
Q: My question relates to Tesla's auto division and indirectly, Toyota :
My son predicts that most major auto manufacturers will go bankrupt or become mere shadows of their former selves by the end of the decade. He cites Tesla's manufacturing innovations as the cause (gigacasting, vertical integration, constant design iteration) as a few of the unassailable competitive advantages that no other manufacturer is even trying to copy at this time.
How does a debt-laden, auto company like Toyota expect to be able to be competitive in the EV marketplace and is this a good time as any to move into TSLA stock?
My son predicts that most major auto manufacturers will go bankrupt or become mere shadows of their former selves by the end of the decade. He cites Tesla's manufacturing innovations as the cause (gigacasting, vertical integration, constant design iteration) as a few of the unassailable competitive advantages that no other manufacturer is even trying to copy at this time.
How does a debt-laden, auto company like Toyota expect to be able to be competitive in the EV marketplace and is this a good time as any to move into TSLA stock?
Q: Please comment on the latest quarterly results for TOST. Clayton
Q: I am holding a call on SBUX, with substantial profit, ! year to go, hold or sell?? thanks, Jim
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American Tower Corporation (REIT) (AMT $179.76)
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Crown Castle Inc. (CCI $89.40)
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Prologis Inc. (PLD $127.39)
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Stag Industrial Inc. (STAG $39.25)
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Digital Realty Trust Inc. (DLR $157.37)
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Alexandria Real Estate Equities Inc. (ARE $52.65)
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EastGroup Properties Inc. (EGP $180.97)
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Mid-America Apartment Communities Inc. (MAA $135.06)
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Sun Communities Inc. (SUI $128.52)
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Invitation Homes Inc. (INVH $28.04)
Q: Hi,
I'm interested in these US REITs. Can you rank them best to worst for a longterm holder, and comment on the best account type to hold them in?
I know you've said that in general REITs are best held in a TFSA, but are there any exceptions to that guideline among them.
Thanks
I'm interested in these US REITs. Can you rank them best to worst for a longterm holder, and comment on the best account type to hold them in?
I know you've said that in general REITs are best held in a TFSA, but are there any exceptions to that guideline among them.
Thanks
Q: The profile shows WMT price to free cash flow as approximately -1800. Is that correct and if so what does that mean?
Q: Thoughts on this company's metrics if one's portfolio is low in consumer staples. Buy, sell, or hold? If you don't like which consumer staples companies in the US are better and is it a bad time to add knowing they have done well in a bad market. Thinking people may sell and rotate into tech. Thank you!
Q: I wish to take a tax loss on Microsoft. Can you please suggest one or 2 proxies for a 30 day hold until a repurchase? Thank you for your excellent service
Q: Please comment on their respective quarters as it relates to the overall industry in general. Clayton
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Twilio Inc. Class A (TWLO $128.54)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Unity Software Inc. (U $42.58)
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Upstart Holdings Inc. (UPST $41.77)
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Affirm Holdings Inc. (AFRM $68.83)
Q: Hello 5i,
I own all the above stocks and have ridden them up and down in this market, so my risk tolerance is fairly high.
Could rank them for future growth and survivability? Also, If I were to consolidate the five into two or three what might you recommend?
Thank you
Dave
I own all the above stocks and have ridden them up and down in this market, so my risk tolerance is fairly high.
Could rank them for future growth and survivability? Also, If I were to consolidate the five into two or three what might you recommend?
Thank you
Dave
Q: Why did CDE fall 9% today (Friday Nov 11th)? Would you recommend owning this? Between CDE and HL, which one would you prefer and why?