Q: Would you be interested in webr at this 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: An interesting spin-off from IBM ? or still part of the big blue?
Thank you
Dan
Thank you
Dan
Q: How do you view BL earnings. Would you add to a position?
Q: Can you please comment on Floor and Decor's recently announced earnings. I hold a small position in the company and am considering adding to it. Any comments you have on this company would be appreciated. Thank You.
Q: Hi 5i Team,
Pls comment on Cognex ‘s earning and guidance, and the company going forward.
Should I continue to hold?
Thank you for your great advice as always.
Pls comment on Cognex ‘s earning and guidance, and the company going forward.
Should I continue to hold?
Thank you for your great advice as always.
Q: Could you please update your views on Americold. Do you think the recent price declines represent an opportunity? Thanks!
Q: With the chip shortage, what is your outlook on Lam Research.
Is it a long term hold ?
Where do you see Brookfield Business Partners going forward.
The stock is relatively flat for months.
Thank you
Is it a long term hold ?
Where do you see Brookfield Business Partners going forward.
The stock is relatively flat for months.
Thank you
Q: Your thoughts on these 2 stocks please.
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Applied Materials Inc. (AMAT $242.46)
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KLA Corporation (KLAC $1,145.89)
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Lam Research Corporation (LRCX $151.93)
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NVIDIA Corporation (NVDA $177.82)
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ASML Holding N.V. (ASML $1,003.22)
Q: I've been lucky enough to own NVDA in the last year. Its now 4% of my portfolio. I'm considering buying a semi supplier like AMAT, LRCX,ASML, etc. What do you think? is it too much to own NVDA and a supplier? if so, which would you suggest?
Q: Can I get your thoughts on this company?
Q: Can i get your thoughts on Medifast's quarter and if you would buy, sell, hold? I am thinking of swapping it for Booking Holdings. Thoughts?
Thanks
Thanks
Q: Hi 5i Team,
Your thoughts on Rent-A-Centre's quarterly earnings, reasons for the decline and prospects going forward. Would you be a buyer?
Thanks,
Bob
Your thoughts on Rent-A-Centre's quarterly earnings, reasons for the decline and prospects going forward. Would you be a buyer?
Thanks,
Bob
Q: I have recently learned that the Kyndrel spinoff has been finalized. I have a position in IBM, so I expect I will be receiving some Kyndrel shares. Should I hold or sell these and buy more shares of IBM? I am a patient investor and understand the turnaround at IBM may take some time still.
My stake in IBM is in a dividend-focused portfolio with a risk profile similar to that of the 5i Income Portfolio (though holdings differ). Thank you.
My stake in IBM is in a dividend-focused portfolio with a risk profile similar to that of the 5i Income Portfolio (though holdings differ). Thank you.
Q: Good day,
It seems your outlook on ANET has changed from Nov 2nd to Nov 5th, going from ‘not that compelling’ to a strong US idea. Can you give some context pls. Thx as always for terrific service
It seems your outlook on ANET has changed from Nov 2nd to Nov 5th, going from ‘not that compelling’ to a strong US idea. Can you give some context pls. Thx as always for terrific service
Q: Earnings beat but MITK has sold off... buying opportunity or is there something in the earnings report that says caution?
Q: Hello 5i team!
Kindly provide your analysis of recent earnings results and management commentary?
To what do you attribute the stock price drop?
You have previously mentioned an overhang in relation to unresolved legal dispute. What is the issue? Was there any reference to it in the earnings release or management commentary?
At this time what is your 1 to 3 year medium for this stock price?
Thank you for your helpful and knowledgeable analysis and opinions.
SG
Kindly provide your analysis of recent earnings results and management commentary?
To what do you attribute the stock price drop?
You have previously mentioned an overhang in relation to unresolved legal dispute. What is the issue? Was there any reference to it in the earnings release or management commentary?
At this time what is your 1 to 3 year medium for this stock price?
Thank you for your helpful and knowledgeable analysis and opinions.
SG
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BRP Inc. Subordinate Voting Shares (DOO $98.23)
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goeasy Ltd. (GSY $128.76)
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lululemon athletica inc. (LULU $177.51)
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Aritzia Inc. Subordinate Voting Shares (ATZ $109.14)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.01)
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NV5 Global Inc. (NVEE $22.56)
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MEDIFAST INC (MED $10.91)
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Brookfield Asset Management Inc Class A Limited (BAM $51.31)
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Trane Technologies plc (TT $418.82)
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Celsius Holdings Inc. (CELH $40.40)
Q: What are your 5 favourite growth stocks in the US and CDN outside of Tech?
Thanks
Thanks
Q: Now that Trane has reported. Do you have any thoughts on the supply chain issue and whether the company would be worth adding to at this time.
Thanks
Mike
Thanks
Mike
Q: Do you have any information on the most recent drop in ATVI. Are there bigger issues other than recent employee/management problems. Would you recommend it as a purchase at this time. Thanks
Q: Hello, I just realized that the sector classification for Google is now "Communication Services". Do you agree with this classification? I thought it was classified under "Technology". I currently hold Bell and Telus in the Communication Services sector, would you advise that I put Google in the same sector as them? Thank you