Q: How strong is the Visa moat? Is it vulnerable to disruptors? Will big players like Amazon going their own way be a material hit overall? Is there still enough market share to gain from cash payments globally to continue the growth rate that supports the valuation?
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: Do you like LULU today? For a long-term investor, would you step in today or what price would you do so? Thank you!
Q: Hello,
I would appreciate your thoughts on DDOG the cloud data company. Growth looks very good. At current price do you see this as good buying opportunity now? Do you you like any others in this space?
Thank you
I would appreciate your thoughts on DDOG the cloud data company. Growth looks very good. At current price do you see this as good buying opportunity now? Do you you like any others in this space?
Thank you
-
NVIDIA Corporation (NVDA $177.82)
-
Skyworks Solutions Inc. (SWKS $63.51)
-
Pinterest Inc. Class A (PINS $25.51)
Q: Hi Team,
What's your thoughts on Skyworks earnings? Stock is having a negative reaction. This one amazes me and the valuation is so much cheaper compared to most chip names. Why the constant negativity on it? Should a person be selling it for something else? Perhaps add to NVDA? Or Shop? Also...should a person be holding PINS, or swap out for some beat down FB? Thanks!
Shane.
What's your thoughts on Skyworks earnings? Stock is having a negative reaction. This one amazes me and the valuation is so much cheaper compared to most chip names. Why the constant negativity on it? Should a person be selling it for something else? Perhaps add to NVDA? Or Shop? Also...should a person be holding PINS, or swap out for some beat down FB? Thanks!
Shane.
Q: Can I ask for your opinion about Plpc, it’s getting hard to find smaller cap value, wonder if this a good possibility?
Q: Sprout is more than 50% off its high. Other than the tech selloff is there any indication that growth estimates are slowing... they were projected to be 25 - 30% annually? If the stock price has bottomed what in this company would suggest downside protection from the current price?
-
Amazon.com Inc. (AMZN $229.67)
-
Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $157.01)
Q: Has Amazon’s online retail segment ever made a profit? Will it ever given its never-stopping investment into the future? If no prospect of profit, what’s the point of keeping on investing into the segment? Do you like its retail model - owning and selling goods? Isn’t Alibaba’s model better by only providing online retail space? Thanks. Liping
-
Apple Inc. (AAPL $276.97)
-
Block Inc. Class A (SQ)
-
goeasy Ltd. (GSY $128.76)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.67)
-
Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: I’ve read the previous questions about AAPL’s movement into the payments space and their direct challenge to SQ. I have LSPD, NVEI and GSY in the financial space. Given the potential reach of ApplePay and the evolution of Buy Now Pay Later (along with other innovations I may not even be aware of), could you please discuss potential future challenges that may negatively impact the 3 companies I hold. Thanks!
Q: In response to previous questions on your site, you've discouraged owning stocks such as Annaly and AGNC Inv. Corp.
Does this view change-- for better or worse -- now that interest rates are likely to rise and the Fed stimulus is reduced? Why?
Does this view change-- for better or worse -- now that interest rates are likely to rise and the Fed stimulus is reduced? Why?
Q: Hello,
How does 5i feel about QQQJ, it would seem a good way of capturing future growth while staying diversified ?
How does 5i feel about QQQJ, it would seem a good way of capturing future growth while staying diversified ?
Q: I sent a question in last week and don’t see a response. OHI is 2+% of my RRSP. I’ve held it for years. Would you sell now and if so, what would you recommend to replace. 15 year time horizon with high risk tolerance.
Q: As of 2:30, well over the entire amount of outstanding shares have been traded, and the price is up 40% on the day. What does this trading action imply? Massive short covering? How can over 100% of the outstanding shares get traded in one day?
Q: Hi 5i'ers - What do you think of Tesla's options for growth and their ability to outrank their competitors in the next few years?
Q: I bought into Paypal about a month ago and it seems to be in freefall. Is it time to get out? Thanks.
Q: Please may I have your opinion on this new NASDAQ listing Sonder (SOND). What kind of potential in face of the competition. Some analysts see a 12$ target in a year or so. What do you think?
Thank you very much
Thank you very much
Q: What are your estimates for earnings for ROKU on Feb.17? What are prospects for the future? A good time to buy? Many thanks.
Q: I own both BMY and GILD, both of which have not done much the past few years except provide a stable dividend. I have enough health and death care ( - PLC:) ) stocks currently and would be OK to sell or raise some cash.
Do you think one or both of these have an upgraded outlook and are worth holding for the next year or two?
Thank you for the great service.
Do you think one or both of these have an upgraded outlook and are worth holding for the next year or two?
Thank you for the great service.
Q: Hi 5i'ers - ARK is down do you think it will rebound and that Cathy Wood will readjust these to move forward in the next few years. THX!
Q: Hi,
Given the recent great earnings report from Alphabet and their announcement of a 20:1 stock split, do you think it is a good time to start a position in GOOG? Or would you wait it out for a while, as there is likely more downside for growth stocks? Fundamentally it would seem to be an easy choice for a buy and hold long term, but from a more technical perspective, I am wondering if this is a buying opportunity, or more of a wait and see?
Thanks for all your valuable insight!
Dawn
Given the recent great earnings report from Alphabet and their announcement of a 20:1 stock split, do you think it is a good time to start a position in GOOG? Or would you wait it out for a while, as there is likely more downside for growth stocks? Fundamentally it would seem to be an easy choice for a buy and hold long term, but from a more technical perspective, I am wondering if this is a buying opportunity, or more of a wait and see?
Thanks for all your valuable insight!
Dawn
-
iShares Russell 2000 Growth ETF (IWO $322.47)
-
Vanguard Dividend Appreciation FTF (VIG $219.99)
-
INVESCO QQQ Trust (QQQ $608.89)
-
Vanguard Total Stock Market ETF (VTI $332.16)
Q: I am contributing to my RRSP. I have a maxed out TFSA and also have a non-registered account. I am trying to stay fairly diversified in terms of sector. (and am happy with that mix currently). What I would like to do, is focus on the US in my RRSP for tax considerations. My US exposure is currently low.
Questions: Can you suggest some ETFS or Index Funds that take advantage of the tax situation and are favourably priced right now? Should I contribute to the RRSP in $Can or $US? Is there an advantage to either? 5-10 year time frame.
Thank you for your great service!
KEN
Questions: Can you suggest some ETFS or Index Funds that take advantage of the tax situation and are favourably priced right now? Should I contribute to the RRSP in $Can or $US? Is there an advantage to either? 5-10 year time frame.
Thank you for your great service!
KEN