Investment Q&A

Q: Would you consider purchasing AYX at current valuations and guidance?

Long term play.

Q: Hi 5I,
How do you view Vicor's reported earnings today? They are a maker of power related conversion products.

How do you view their growth going forward and would you be interested in this company as a 3yr investment especially related to its EV potential...
if so at what price would you consider an attractive entry point.
Thx
Jim

Q: Good Morning to 5I team.

You are big help in educating and making us make better decision every day. I have BAM.A and BBU.UN. Looking to add more to BBU.UN. Over the next 3 years do you see a better growth in BBU or would still prefer BAM.

I am looking at Xela. I see that have a global presence and they mention that they serve about 60% of the fortune 100 companies. What is your opinion on Management, Technology, Debt, Cashflow and past performance. Do you see a good growth potential over 5 years. Can one start a position in it at current level

Sector and weighting do not matter. Have a good risk appetite but not looking to gamble.

Thanks

Q: With the RBI restricting the issuance of new cards in India, would this be a catalyst to trim ones position or switch to Visa?

Q: Could you please comment on their results and outlook?

Thanks,
Milan

Q: I bought TTD @ $200 (pre-10:1 split) and rode it upward to a peak of $970 during the pandemic. Since December 2020 it has settled back and been as low as $48 in 2021. My question is whether the good times are over and it's time to take my profit from this stock and move on. Thanks.

Q: Hello Team,
going forward, which would be your choice for growth and why between these very different securities.
Thanks,
Barry

Q: Hi. I'd appreciate it if you'd talk a look at WORKIVA (WK). I'd be interested in any comments you might have for this NYSE SAAS stock. Thanks.

Q: I purchased CPRT earlier this year and have a decent gain, I am considering selling it but it has been rising quite nicely. Is there any recent news to account for the recent price improvement? No need for cash, I would just buy something else and it's in a registered account so taxes are not an issue.

Q: On June 16th you listed CPRT as one of five US compounders. Does this mean that this and the other companies listed are as close to 'buy and forget' companies as one can find? What are your thoughts about CPRT considering its strong gains of late? Is it still a buy then?

Q: Thoughts on the latest ISRG quarter?

Q: After its earnings release, would you consider NFLX is now close to the status of a mature enterprise? Still worthy of above-average multiples , but with a P/E that could be justifiable around 25, and likely not today’s sky-high multiples.

1. What is your thinking on this, after last night’s results? Would you be of the mind that NFLX share price will from now rise very modestly ,or even remain flattish, over the next 3 to 5 years?
2. At the time of sending this question, I don’t yet see any updates of analyst ratings but perhaps they will be available at time of your answer. Post latest results what do you see as PEG, forward P/E and, if available, growth/contraction in global revenues?
3. Do you think today’s sell off in NFLX is an opportunity to add? Would you top up on a half position, or liquidate?

Your opinions have always been valuable and most helpful. Thank you.

Q: Thanks for response to my recent chip stock question. As I had noted, I have a small chuck to invest in my unregistered account and based your response to my and other questions the choice is either NVDA or SHOP? Which would you choose and why please?

Thanks for this great service.

Q: Can you offer any insight into the drop in TEVA recently? Would you continue to hold it, or drop it? Thanks.

Q: I am up over 100% with Moderna. I had originally purchased it for a shorter-term hold, about 6 months to 1 year, but with huge populations still to vaccinate, I'm thinking I should continue to hold. But, now, After moving from 240 to 340 in a few days, I wonder if it is too inflated. Is this hype because of the Delta variant, or is there real value in the stock at this price?

Q: Would these securities be appropriate for growth portfolio with medium term time horizon? Which one in particular would you consider a current buy and reasons why.
Thank you very much.

Q: What do you think of
Buying biontech or moderna? Is it to late?

Q: Hi,
In Eddy Elfenbein's latest CWS Market Review, he mentions Mueller Industries as a great company that gets almost no coverage. I didn't find any previous questions on MLI here.

From my limited sources, it seems to have a low P/E and relatively low debt, and a high margin between earnings and dividend payouts. Earnings growth this year looks excellent and next year not bad.

What's your take on the company? Does it look like a good long-term investment? Thank you. Michael

Q: Hello. How would you rank these companies and which would you be buying now (if any) and why?

Thanks in advance!!

Q: What on earth is happening to IHI today? For a supposedly safe ETF, the price has fallen through the floor. Has there been a share split I don't know about?