Q: Good recent webinar by Ryan. I was just wondering if the opinion on NBIS (featured in that webinar) has changed in any way on this company since recent earnings. For an investor considering a long term position, can any positives be drawn from Arkady Volozh's comments ?
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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.
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Republic Services Inc. (RSG $234.80)
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Waste Management Inc. (WM $228.49)
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Clean Harbors Inc. (CLH $245.04)
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Waste Connections Inc. (WCN $258.21)
Q: What is your opinion of Clean Harbors after the recent earnings report? Would you think it a worthwhile addition to WCN in the waste management space or better to go with a different company? Thanks.
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Construction Partners Inc. (ROAD $111.46)
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Varonis Systems Inc. (VRNS $58.21)
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Vertiv Holdings LLC Class A (VRT $129.05)
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Cellebrite DI Ltd. (CLBT $15.80)
Q: What are your thoughts currently on VRNS?
In your previous answer you wrote “We think there are better opportunities in the market that look more interesting.” Can you please elaborate more specifically which companies you are thinking of? Thank you.
In your previous answer you wrote “We think there are better opportunities in the market that look more interesting.” Can you please elaborate more specifically which companies you are thinking of? Thank you.
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GE Aerospace (GE $265.93)
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Transdigm Group Incorporated (TDG $1,397.78)
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Heico Corporation (HEI $304.50)
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Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
Q: I'm long GE and am looking to add to the Aero & Defense sector. Could you recommend 3 companies in order with preferred entry prices that could compliment my position in GE? Thank You.
Q: Hi Peter and gang,
I raised this question about a week ago but it seems to have fallen through the cracks.
Please comment on FCX which hasn't been doing much of anything over the past 3 years. Is it a hold, buy or sell now? If indeed it is a "sell", please recommend a replacement in material/mining sector.
As always, much appreciated.
H
I raised this question about a week ago but it seems to have fallen through the cracks.
Please comment on FCX which hasn't been doing much of anything over the past 3 years. Is it a hold, buy or sell now? If indeed it is a "sell", please recommend a replacement in material/mining sector.
As always, much appreciated.
H
Q: Can you give me your opinion of this company? Would you invest? Not profitable but lots of financing from reputable firms and companies.
Q: Josh Brown says Palantir is now trapped in a ‘no-man’s land’ after stock momentum breaks.
Time to sell it?
Thank you?
Time to sell it?
Thank you?
Q: These are the only 2 loosers in my US stocks (-10%), are they still a good choice actually, or should I replace them ,if so,any suggestions for us dividend stocks ?
Q: In an earlier answer you said LULU won't be exempt from tariffs. Does LULU have any production capacity it the US? What amount of their revenues come from the US ( which could presumably be hit by tariffs? Is the tariff threat appropriately baked into current share prices. In short, is this the time to hold, reduce, or run?
Q: Hello, after yesterday’s earrings, what would be a good entry point ? Would you be concerned about opening a full position today ?
Q: I have cash in my US TFSA and am contemplating adding to my Brk.b or taking a new position in JPM. Considering these volatile times with the potential of tariffs what advice might you offer ? The other strategy might also be to keep some money in cash. Thanks
Q: What do you think about Nebius for a two year hold?
And why is it so volatile? Something to do with having little institutional coverage/ownership?
And why is it so volatile? Something to do with having little institutional coverage/ownership?
Q: This morning in an answer to Heather you quoted JEPQ as having a yield of 12.50% ..... My sources say 9.50% .... I'm interested at 12.50% but not the latter. Could you confirm the dividend yield ? Thanks for your terrific service .....
Q: Looking for your take on this ETF to determine if better alternatives exist?
Q: Is this a B/S/H for a long term hold for cap appreciation?
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Axon Enterprise Inc. (AXON $758.29)
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CrowdStrike Holdings Inc. (CRWD $418.60)
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Nebius Group N.V. (NBIS $67.19)
Q: For a long term hold how would you apportion $30,000 among Axon,Crwd,Nbis
Q: Forgot to ask about NFLX-US. Please rank this stock for risk relative to US Tariffs from High to Low.....yes, wonder how defensive these US stocks are......Many thanks.....Tom
Q: Was hoping to get an update on your conviction for Equinix. The company said its backlog of cabinets sold but not yet installed, doubled in 2024 compared to the prior year. They also said roughly 87% of projects under construction have been leased or pre-leased. I see they have quite a few xScale data centers coming online this year. And the company said that cabinets billed should climb in 2025. That all sounds promising! But there is a LOT of competition out there, the big spending is impacting profitability, and I think they are still working with the SEC and DOJ to resolve the short seller allegations from last year. Would you continue to hold? Are there some better alternatives in the space? Thank you.
Q: Hi 5i Team,
May I please have your comments on this company given the negative news relating to it that occurred a few months ago. Would it be a hold, buy or sell now? If it is a "sell", please recommend a company or companies to take its place.
Cheers,
H
May I please have your comments on this company given the negative news relating to it that occurred a few months ago. Would it be a hold, buy or sell now? If it is a "sell", please recommend a company or companies to take its place.
Cheers,
H
Q: Wondering if you think this is a good opportunity to purchase ZTS as the clear industry leader in the animal health space after missing quarterly estimates. Or is the business in decline? Is PAHC the better buy right now based on valuations and growth going forward?