Q: I remember when GUD went public you were in love with it, well maybe not the right choice of words. We know now what happened since. With PLTR, same kind of love at first, as per your current answers not so much. I worry this may become another GUD story. Do you like Peter Theil, and do you think he remains a good asset for PLTR. He is controversial, so that makes we worry. Your thoughts please .
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: Hello,
After GOOG does their split - do you think the demand/trading volume for the CDR will dry up?
And in a worst case scenario that likely will never happen - if the CDR winds up and liquidates....would the holders get cash returned or would they receive proportional equivalent of US listed GOOG?
thank you and have a great weekend.
After GOOG does their split - do you think the demand/trading volume for the CDR will dry up?
And in a worst case scenario that likely will never happen - if the CDR winds up and liquidates....would the holders get cash returned or would they receive proportional equivalent of US listed GOOG?
thank you and have a great weekend.
Q: Hi Folks,
just wondering if ATVI would be good to buy at this price. I understand that MSFT is offering $95 to buy them with the deal closing in 2023. Do you see the potential for the Feds to nix the deal? A $15 dollar premium until the deal goes through looks pretty good right now ? Your opinion is greatly appreciated.
just wondering if ATVI would be good to buy at this price. I understand that MSFT is offering $95 to buy them with the deal closing in 2023. Do you see the potential for the Feds to nix the deal? A $15 dollar premium until the deal goes through looks pretty good right now ? Your opinion is greatly appreciated.
-
NVIDIA Corporation (NVDA $177.82)
-
QUALCOMM Incorporated (QCOM $163.30)
-
Advanced Micro Devices Inc. (AMD $206.13)
-
iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $283.58)
Q: I am looking to start a position in the semiconductor sector given the recent pull back. What stocks would you favour today and why or would you suggest an ETF? Please rank them from best to least.
Thanks.
Thanks.
Q: Ah Paypal, by far the worst holding in my portfolio that ive held on to far too long despite a significant capital loss. I was initially intrigued by the practical application of the technology, its solid profitability and what i was sold as a good growth story with good room for revenue/profit expansion. Is it fair to say that these is totally broken? I would be very grateful for any insights you have into the current state of this company and whether you think its time to move on even though its held in a registered account.
-
NVIDIA Corporation (NVDA $177.82)
-
CrowdStrike Holdings Inc. (CRWD $512.34)
-
Celsius Holdings Inc. (CELH $40.40)
-
Unity Software Inc. (U $42.58)
-
Upstart Holdings Inc. (UPST $41.77)
-
Affirm Holdings Inc. (AFRM $68.83)
Q: Moving money from a poor performer to a better performer, talking about AFRM and U - both I could not find in your database when I tried to search them. I was going to move them to more better performers in the case of CRWD and NVDA. That should be a better place. I am north of 70 so waiting 5 years for these 2 to recover may not be an option here. Another 2 that one day they are up 10% and the next day they are down 10% - CELH and UPST. Are there any issues that have surfaced lately about the four mentioned securities thanks
Q: I am looking to invest in a US REIT ETF. Do you consider the sector to be buyable right now and would you suggest some choices with a brief reasoning why. many thanks Al
Q: What are the odds this is higher in five years? Good opportunity for growth investors?
-
AbbVie Inc. (ABBV $231.80)
-
Verizon Communications Inc. (VZ $40.59)
-
Williams Companies Inc. (The) (WMB $59.37)
Q: Looking to purchase a US dividend stock with a good dividend and room to grow. I have listed them in my order of preference. What are your preferences and why? I do not have any US stocks in these 3 areas.
Thank you for your excellent guidance and expertise.
John
Thank you for your excellent guidance and expertise.
John
Q: Hello, is there in the US or Canada a Nuclear Reactors maker that is public and that you would recommend? Because of the current context in Europe, do you think that there could be a revival for the demand of reliable and modern nuclear reactors to help the transition to cleaner ernergy? Thank you
-
Costco Wholesale Corporation (COST $894.33)
-
Meta Platforms Inc. (META $636.22)
-
Alphabet Inc. (GOOG $323.64)
-
Microsoft Corporation (MSFT $476.99)
-
NVIDIA Corporation (NVDA $177.82)
-
Salesforce Inc. (CRM $234.12)
-
Enbridge Inc. (ENB $67.08)
-
Constellation Software Inc. (CSU $3,396.27)
-
Descartes Systems Group Inc. (The) (DSG $116.15)
-
Kinaxis Inc. (KXS $179.62)
-
Alimentation Couche-Tard Inc. (ATD $74.41)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
-
Aritzia Inc. Subordinate Voting Shares (ATZ $109.14)
-
Crocs Inc. (CROX $83.07)
-
Bank of Nova Scotia (The) (BNS $67.85)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.67)
-
CrowdStrike Holdings Inc. (CRWD $512.34)
-
Digital Turbine Inc. (APPS $4.78)
-
Upstart Holdings Inc. (UPST $41.77)
Q: Dear 5i Team,
If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?
Thank you for your advice as always,
Much appreciated.
If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?
Thank you for your advice as always,
Much appreciated.
-
Palo Alto Networks Inc. (PANW $186.27)
-
Zscaler Inc. (ZS $289.73)
-
Rapid7 Inc. (RPD $15.33)
-
CrowdStrike Holdings Inc. (CRWD $512.34)
-
Cloudflare Inc. Class A (NET $197.49)
Q: Hello,
Would you please indicate which cybersecurity stocks you would buy at this time? Top 5 rating them in order 1 being the best to hold long term.
Thank you.
Would you please indicate which cybersecurity stocks you would buy at this time? Top 5 rating them in order 1 being the best to hold long term.
Thank you.
Q: I own both of these companies and like what I read about the future growth, I am underwater and fine with that.
Would you recommend buying in to reduce my cost base. It is a minor part of my portfolio so I am not risking a lot.
Would you recommend buying in to reduce my cost base. It is a minor part of my portfolio so I am not risking a lot.
Q: Hello Peter & Team
Have owned PG for some time. Have done well and enjoy a good dividend. Over the past 14 days it has seen a steep decline rivaling what we saw in Feb - Mar 2020 when the pandemic hit. Would like to hear your thoughts on PG. Any Reason(s) you know of for the steep decline? Would you consider it a sell/hold/buy? Do have any other options in the consumer discretionary sector you consider better keeping in mind a businesses ability to seamlessly pass along inflationary prices to the consumer?
Thanks for all you do
gm
Have owned PG for some time. Have done well and enjoy a good dividend. Over the past 14 days it has seen a steep decline rivaling what we saw in Feb - Mar 2020 when the pandemic hit. Would like to hear your thoughts on PG. Any Reason(s) you know of for the steep decline? Would you consider it a sell/hold/buy? Do have any other options in the consumer discretionary sector you consider better keeping in mind a businesses ability to seamlessly pass along inflationary prices to the consumer?
Thanks for all you do
gm
Q: Could you please give your current thoughts. Thx
Q: Could you please comment on docusign's earnings. Is it now a sell?
Is there a stock you with which you would replace it? Thanks.
Is there a stock you with which you would replace it? Thanks.
Q: Good Morning Peter & Team
Have held ABBV for over a year now and like everyone else have done very well while enjoying a good dividend along the way.
Listened to Gordon Read this morning on Market call. He mentioned one drug which they have done very well with Humira, will be coming off patent within a year opening the door to generics. Would you agree this is going to hit their cash flow which could result in some disappointing results?
Would you consider ABBV a sell/hold/buy right now? If its a hold, when would you consider moving on? And lastly, Are there any alternative options you would recommend in place of ABBV if in fact moving on might be the recommendation?
Thanks for all you do.
gm
Have held ABBV for over a year now and like everyone else have done very well while enjoying a good dividend along the way.
Listened to Gordon Read this morning on Market call. He mentioned one drug which they have done very well with Humira, will be coming off patent within a year opening the door to generics. Would you agree this is going to hit their cash flow which could result in some disappointing results?
Would you consider ABBV a sell/hold/buy right now? If its a hold, when would you consider moving on? And lastly, Are there any alternative options you would recommend in place of ABBV if in fact moving on might be the recommendation?
Thanks for all you do.
gm
Q: Peter and Co, I have some concerns about the future of AbbVie after Humira comes off patent. Is there a similar biotech company that you would recommend as a replacement?
With appreciation,
With appreciation,
-
Energy Fuels Inc. (EFR $20.43)
-
Cameco Corporation (CCJ $87.35)
-
Encore Energy Corp. (EU $3.75)
-
Sprott Physical Uranium Trust Trust Units (U.U $17.67)
Q: Hi Team
Any views on these two speculative uranium plays? Thanks.
Any views on these two speculative uranium plays? Thanks.
Q: Please advise as to a US listed etf focused n fang plus Msft and aapl, un leveraged only please. Thanks greg