Investment Q&A

Q: As I type this question ILMN is up 13.68% today. I believe they reported yesterday so they must have been strong numbers. I'm thinking of selling my PFE to buy ILMN because (not including dividends) I'm slightly negative with PFE over 3 years. I know you like ILMN and I would be buying a higher risk company and cutting back the dividends but ILMN just seems an excellent company. It would be about a 2% weighting. Any comments would be appreciated.
Regards,
Jim

Q: Hi 5i,
What would be your thoughts on Qualtrics International, a SAP spinoff. What would be be its comparative peers in the industry.
Thanks in advance.

Q: Please comment on DIS earnings and market reaction.

Q: Hello! I was wondering if you could recommend your favourite Space Stocks? Maybe 3 big cap names and 3 small or mid cap names. Either US or Can. Thanks.

Q: I bought Asana on the advice of a professional who uses their software, and on their momentum and sector momentum. I'd like to buy Unity software (U) and was thinking to sell ASAN concomitantly. Is that a reasonable tradeoff or should I make room for both by trimming a Chip holding like Micron? I am not selling NVDA!

Q: You have not fallen out of love with PFE. Neither had I , but my feelings for it have been getting very wobbly lately. I have had PFE for many years and still show a loss. Shares continue to decline, now at a faster rate it seems. Although several PFE drugs are going off patent , but I understand PFE has a good pipeline of promising new drugs. Is this why you love it so? Nevertheless, I would now admit defeat were it not for your very positive view of the company, which has encouraged my already biased positive regard. I am however now running out of excuses for holding on to this otherwise great company. I would therefore love to know what YOU regard are the catalysts for PFE going forward. Those catalysts seems to be things I have missed completely.

Q: XERS. Big news ! Have a nice position. Add or partially sell ? Seems to have lots of other things. Stock is still cheap. Appreciate your comments. Thank you

Q: Any idea how serious this chip shortage could get for F and GM and maybe some other companies? If it's a short term thing I'm thinking the market will look past it. Also are there any stocks that would benefit from the shortage? Thank you.

Q: As a recovery play, and a 2 to 5 year horizon, specifically cruise lines, what is your opinion on CCL vs it's peers. If not CCL, what others would you recommend and why. CCL seems to be the biggest in terms of the number of sub groups under it. Is this size a negative though? Please provide some forward looking metrics to your recommended play

Q: This is a follow up question re buying Vestas wind OTC pink.
I have looked at the idea and tried to talk to my broker TD waterhouse but don't have the patience to wait for the phone to be answered.
I can't buy it from their website without calling.
Anyway I have given up on the idea of this company but would like a few suggestions for established wind turbine companies that operate internationally.
Many Thanks
Peter

Q: Could you please comment on Yeti as a potential investment and their most recent quarterly earnings?

Thanks very much

Kim

Q: Could you give a quick update on CRWD and reasons for the sharp increase in the last couple of days? Thank-you, your service is very much appreciated.

Q: What heck? (I am being kind) why would they do such as big reverse split when there shares were doing so well. They did Not need to do this much to satisfy a US listing. They just killed the momentum??? And leads to question about management competence.

Q: Can you give an updated opinion of Novo, the balance sheet and earnings now that they've reported? With dominance in the diabetes space it would seem like a solid LT holding with a reasonable and growing dividend. Thanks!

Q: Hi 5i Team. I'm a new subscriber since not too long ago. I really like your service! I've been learning a lot here and how stocks are doing to better help my decisions on which stocks to invest in. I haven't been asking questions but have been reading a lot of them from others and find it great that the Q&A is made available to all subscribers. I'm glad I joined and now taking the leap asking some questions of my own now that I've built a little more confidence and knowledge about the stock market.

Here goes with my questions:

Can you comment on MU. Is this company still in good financial shape for growth and increasing revenues to support the increased stock price since last November? Or is there something that might affect its upcoming earnings announcement in March. It’s now hit a new high yesterday after a dip in January. Just wondering if you see or have heard of something up to now that might negatively affect its recent uptrend.

Thanks!
Sylvain

Q: What is expected next Q results next week.
Thanks

Q: (Part 2 with 6 new companies) I watched a presentation on Saturday where analysts fielded audience company suggestions and whittled them down to a few that they felt could 10 X in a reasonable time frame. I am wondering if you can look at this six and rank based on potential? For the top two, it would be great if you can discuss the TAM, impact of market value and shares outstanding, if they are solving a new problem/creating a new market and quality of management. Basically, why those two?

ATOM
API
AFRM
VERI
TGTX
EXEL

Q: Bumble just joined the stock market yesterday. What are your thoughts on jumping in early?? I am curious to jump in if even for the short term.

Thanks

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

Thanks,
Milan

Q: May I have your thoughts on taking new positions at this time in any of the above three names? My time frame is long term. Thanks in advance,

Jason