Q: I was looking for reasons on the big sell off in FLTR the other day (when your site was down) and pulled this up. Oddly (to me) DKNG is still trading at a respectable valuation. To me the whole thing sounds horrible. What do you make of it?
Q: I have small holdings (1 1/2% to 2 1/2% of APTV (+24%)&TSLA(+12.6%) in my TFSA and DOCU(+18.6%), IDRV(+7.77%) & NVDA(+47.29%) in my cash ac over 7 month hold. Looking at adding some more USD and wondering if I should be adding to some of these or buying others. This would be a 3-5 year hold.
Take as many credits as you see fit.
PS: Thanks to you I am up 235% on shopify! Thanks for all you do.
Q: Hello Everyone at 5i! With the US in sore need of infrastructure construction, what are your thoughts on an investment in NV5Global? Having read your impression of the company in a question posted May2020, has your opinion of the stock changed? Cheers, Tamara
Q: In relation to a Q&A on this name earlier today, I ready on Seeking Alhpa that UTCC was being removed from the Russell Index - not sure if this is true or if it explains the drop. If it is true, any idea on why it was removed? Thanks.
Q: My wife owns a company that started using Monday.com last year. I hear her rave about it all the time. I even heard her say she would pay double the fees charged it is so useful. I told her I would buy some stock if it ever went public and here we are... You said its expensive based on the current valuation. Can you please elaborate compared to the competition? The stock shot up and I don't want to get caught in the excitement and overpay. Thanks
Q: I somehow missed the memo for The Trade Desk stock split. Is this generally a positive? I know it doesn't actually change the value, but I'm wondering how investors look upon it. I am up over 100% and would like to think it's got further room to grow. Thoughts? Thanks!
Q: Hi. Could I have your opinion on Patrick Industries as a way to capture the post-covid rebound? Is it too late in the recovery to get into this stock? thanks, J
Q: I own both ABBV and MDT and I am up nicely on both, thanks to 5i.
Thinking of selling MDT and purchasing SYK, which should have more growth in the coming months??
I would appreciate your opinion on all companies and the switch from MDT to SYK.
Q: Do you have any concerns about the antitrust chatter and the new FTC appointment? Specifically for google Facebook Amazon and Apple. Breaking up Big Tech seems unlikely and would potentially unlock more value by selling off pieces of the companies (how much would Instagram be worth or AWS or YouTube)… but can any laws get passed that will really change the trajectory of these businesses the runway ahead of them still seems to be massive.
They all have so much cash and so much information about their customers and surely have the ability to pivot and skirt the new “rules”. I still view them as safe as any ETF out there with much better growth potential.
Q: My wife and I are each opening up a TFSA with 75000 initial deposit in each account. We are thinking of putting 5-8 ETF's into the one account and 10-12 stocks into the other account. Wondering if this is a good strategy or if you would suggest something different? The emphasis would be primarily on growth, but not at extreme risk. Can you recommend 5 or more ETF's (and percentage allotted for each) for good diversity for the one account, and 10-12 stocks equally spread out to cover the $75,000 in the other account.
Please deduct as many credits as appropriate.
Many thanks, Jake