Q: What is your opinion on MKS Instruments for value and growth in the next year. Are their companies in this sector that you would prefer. Thanks for you advice.
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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: Would you have any updates in your thoughts regarding ZIP? Thanks!
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Skyworks Solutions Inc. (SWKS)
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Keysight Technologies Inc. (KEYS)
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Defiance Next Gen Connectivity ETF (FIVG)
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iShares Future Cloud 5G and Tech ETF (IDAT)
Q: I'm interested in investing in 5G stocks. I sold my Keysight Technologies (KEYS) shares and would like to reinvest in the company. How would you rate KEYS at the current price and for the longer term? What are the other few other 5G companies and ETFs you would recommend to invest?
What do you think of CIEN (Ciena) stock which I own? Is it a very good stock with strong growth to hold for a long time? How would you rate CIEN with its major competitors? Which two or three companies (major competitors) you like in the same field?
Thank you.
What do you think of CIEN (Ciena) stock which I own? Is it a very good stock with strong growth to hold for a long time? How would you rate CIEN with its major competitors? Which two or three companies (major competitors) you like in the same field?
Thank you.
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Alphabet Inc. (GOOGL)
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NVIDIA Corporation (NVDA)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Upstart Holdings Inc. (UPST)
Q: What is a good price point to buy UPST, GOOGL, NVDA, LSPD.TO, ATZ..TO and SHOP.TO and NVEI.TO for 2022?
Q: What is the difference between VTIP and STIP? Is there an advantage of owning one over the other?
Q: I haven't asked any questions for quite some time so I would like to ask on 2 USA stocks.Thanks for your GREAT service over the years as I have been a member since it started and it has been a great help for my as I am retired 84 and enjoy reading the short questions and your educational answers.Best to you Ryan and your staff.Jim
Q: Seasons Greetings to all at 5i!!
Please compare these three companies for growth, balance sheet strength and which order would be your preference.
Thank you so much
Dave
Please compare these three companies for growth, balance sheet strength and which order would be your preference.
Thank you so much
Dave
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Apple Inc. (AAPL)
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QUALCOMM Incorporated (QCOM)
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Salesforce Inc. (CRM)
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Five Below Inc. (FIVE)
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Paycom Software Inc. (PAYC)
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SelectQuote Inc. (SLQT)
Q: Thank you for your rapid response! Followup question (feel free to deduct extra credits as needed), If I were to replace SLQT, FIVE, and PAYC with three new US positions, which would you recommend? Please exclude these equities as I already have positions in them: MSFT, PFE, IBM, MDT, ADBE, PYPL, GOOG, NVDA, TOL.
Again, for longterm growth in my US dollar TFSA, risk profile in-between 5i Growth and Balanced Portfolios, disregard sector/market cap considerations.
Thanks again!
Again, for longterm growth in my US dollar TFSA, risk profile in-between 5i Growth and Balanced Portfolios, disregard sector/market cap considerations.
Thanks again!
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The Trade Desk Inc. (TTD)
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Pure Storage Inc. Class A (PSTG)
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Clear Channel Outdoor Holdings Inc. (CCO)
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Kornit Digital Ltd. (KRNT)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Magnite Inc. (MGNI)
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Upstart Holdings Inc. (UPST)
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KraneShares Global Carbon Strategy ETF (KRBN)
Q: Please ignore if this has been asked by others, but let's say Mr. X challenges you to the same competition but for US stocks, and this time he let's you pick first. What are your picks?
Q: Looking to add a financial to my TSFA. How would you rank BX, BLK, and NDAQ at this point?
Q: Good Morning Peter & Team,
Financial Performance has been mentioned as strongly profitable with a net profit margin over 45%. Year-over-year Quarterly revenue grew by almost 60%. Everything looked great. I took on a position and am now down over 10%. I know you never comment about personal rules one of which for myself is if it drops 10% below MV sell because only the pigs get slaughtered on wall street.
You're advice regarding what I should do (buy/hold/sell), is there any explanation you can provide why there there was a precipitous drop today, and would you remain bullish on this name?
Thanks for all you do
gm
Financial Performance has been mentioned as strongly profitable with a net profit margin over 45%. Year-over-year Quarterly revenue grew by almost 60%. Everything looked great. I took on a position and am now down over 10%. I know you never comment about personal rules one of which for myself is if it drops 10% below MV sell because only the pigs get slaughtered on wall street.
You're advice regarding what I should do (buy/hold/sell), is there any explanation you can provide why there there was a precipitous drop today, and would you remain bullish on this name?
Thanks for all you do
gm
Q: ABBV has had a good run recently. So good that it is now trading at a PE of approx. 32 from what I see. I see revenue has been consistently climbing, and P/CF appears to be a bit lower than it's historical numbers. However, according to Morningstar it I see that it is trading at approx. 1.2 above fair value - historically high for ABBV.
What are your thoughts on this stock? Will the revenue drop a year or two once the Humira patent cliff is hit? I'm assuming this may all be priced in. Just wondering if in your opinion the valuation has become stretched, or can be justified.
Thanks,
What are your thoughts on this stock? Will the revenue drop a year or two once the Humira patent cliff is hit? I'm assuming this may all be priced in. Just wondering if in your opinion the valuation has become stretched, or can be justified.
Thanks,
Q: Is this a good price to buy at today? What is your view on the Multi-year deal with google. How do you feel this will impact future growth and profitability. Day of the announcement saw an early morning +10% , only to erode by end of day. Reason for such impact?
Q: I've got room in my TFSA to move in shares of either ADBE or CRWD. Which would you think would have further upside from here?
Thanks so much for your valuable service.
Thanks so much for your valuable service.
Q: Hello, Just came across this ETF and it looks like an intriguing way of investing in the EV and battery ecosystem. I note it is off its highs and wondering what you thought of this ETF. Thank you as always and Happy New Year.
Q: How do you see the airline industry objections to the rollout of 5G by companies like Verizon affecting VZ's stock? Also, how is it possible to invest what sounds like so far billions to just now get to this potential non-starter? Why wasn't this 5g conflict with aircraft uncovered by the telcos in early days? Thank you.
Q: Considering the purchase of one of these two companies.
Both have had a nice pullback recently and Oracle has made a big purchase. Could you give me your opinion of both (plus and minus) and which would be your favourite for a 4 to 5 year hold.
A happy new year to all and a healthy and a prosperous year.
John
Both have had a nice pullback recently and Oracle has made a big purchase. Could you give me your opinion of both (plus and minus) and which would be your favourite for a 4 to 5 year hold.
A happy new year to all and a healthy and a prosperous year.
John
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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AbbVie Inc. (ABBV)
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AdvisorShares Focused Equity ETF (CWS)
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SPDR S&P 500 ETF Trust (SPY)
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Veeva Systems Inc. Class A (VEEV)
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ARK Innovation ETF (ARKK)
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CrowdStrike Holdings Inc. (CRWD)
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Jacobs Solutions Inc. (J)
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Unity Software Inc. (U)
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Upstart Holdings Inc. (UPST)
Q: Hi guys,
Here are my u.s. holdings and percentage; cost 5.5%, nvda 5%, msft 4.5%, J 3.5%, amzn 3%, crwd 2.75%, abbv 2%, U 1.5%, upst 1.5%, veev 1.5% plus 2 etf's, arkk 3%, spy 3.5%
(Also i2i fund 1.5%)
Are there any red flags here or changes that you would recommend for a growth/balance portfolio? The rest of my portfolio is a cross between your (5i's) balance and growth funds.
Happy new year and stay safe,
Jim
Here are my u.s. holdings and percentage; cost 5.5%, nvda 5%, msft 4.5%, J 3.5%, amzn 3%, crwd 2.75%, abbv 2%, U 1.5%, upst 1.5%, veev 1.5% plus 2 etf's, arkk 3%, spy 3.5%
(Also i2i fund 1.5%)
Are there any red flags here or changes that you would recommend for a growth/balance portfolio? The rest of my portfolio is a cross between your (5i's) balance and growth funds.
Happy new year and stay safe,
Jim
Q: Looking to increase industrials in my US TFSA account, would you recommend F or J or a combination of both for a 3-5 year hold?
Q: Is this a good entry point for CRWD:US?