Q: Do you think Affirm is buyable at the current price? Thanks
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I'd like your opinion about DOCU. The stock peaked SEP 1, 2020 and since then the past 4 months+ have been lower -- repeatedly dipping below $200 USD in this volatile market. The previous four months (before SEP 1) resulted in a gain of 154% in stock price. My question: I'm up 63% on this stock. Should I sell and move on? Thing is, I like the product as a consumer, and have already been e-mailed several docs to sign using that app. Works great. Yet I wonder if it's going to become a pandemic orphan -- and might suffer the same fate that could beset ZOOM when this pandemic ends.
-
Appian Corporation (APPN $28.51)
-
BlackLine Inc. (BL $49.09)
-
Zoom Communications Inc. (ZM $80.28)
-
Datadog Inc. (DDOG $158.74)
Q: What are your thoughts on Appian, Blackline, Datadog, and Zoom from a balance sheet, growth potential and management? Could you rank in terms of growth potential in the next 5-10+ years? Thanks.
-
Activision Blizzard Inc (ATVI)
-
Electronic Arts Inc. (EA $200.02)
-
Take-Two Interactive Software Inc. (TTWO $251.97)
Q: Morning Team,
Please rank the above 3 video game publishing companies and rationale for your ranking.
Thanks for your great service.
Cheers
Please rank the above 3 video game publishing companies and rationale for your ranking.
Thanks for your great service.
Cheers
Q: Can I get your thoughts on this consumer staples stock, especially in regards to its dividend which seems high for a US stock?
Q: Can you provide an update on this security?
Where does it rank in terms of best ideas?
Is it a compelling buy?
Thanks
Where does it rank in terms of best ideas?
Is it a compelling buy?
Thanks
-
NVIDIA Corporation (NVDA $183.16)
-
QUALCOMM Incorporated (QCOM $153.59)
-
Advanced Micro Devices Inc. (AMD $214.90)
Q: Hi guys - when (if ever) does it make sense to sell individual stocks and replace them with a focused ETF? For example, I hold the 3 chip stocks above (though only for about 3 months, so only modest gains) since I expect AI, gaming and 5G to be areas of growth in the next few years. Would it make sense to sell these and replace them with SMH, which holds 25 semi-conductor stocks? These 3 are among the top SMH holdings and SMH holds other interesting stocks like TSM, ASML and MRVL. Obvious downsides are that buying SMH would add stocks that aren't currently doing so well (INTL) and would dilute my concentration in these 3. For a non-professional, part-time investor does this simplification make sense or does it significantly limit the upside?
-
Tesla Inc. (TSLA $413.49)
-
GreenPower Motor Company Inc. (GPV $4.45)
-
Plug Power Inc. (PLUG $3.42)
-
NIO Inc. American depositary shares each representing one Class A (NIO $6.71)
-
Li Auto Inc. (LI $22.80)
-
Blink Charging Co. (BLNK $2.02)
-
Lordstown Motors Corp. (RIDE)
-
Fisker Inc. Class A (FSR)
Q: Thank you for the great service. I was wondering in the HOT space of EV's are there any standout companies either producing a vehicle you like as an investment or an infrastructure play for charging stations or battery production? I have listed some of the companies I have on a list but I own nothing in this space... Really wishing I had bought Tesla 10 years ago when first looking at it... As they say could of would of should Have. I try never to look back but sometimes it is tough LOL
-
Amazon.com Inc. (AMZN $216.37)
-
Alphabet Inc. (GOOG $237.49)
-
Microsoft Corporation (MSFT $510.96)
-
NVIDIA Corporation (NVDA $183.16)
-
QUALCOMM Incorporated (QCOM $153.59)
Q: Hi, My respected 5i team
I bought these stocks back in March or April 2020 during the market correction, thanks for your recommendation!
Right now, the upward momentum of these high tech stocks are diminishing and their valuations seems high.
What is your opinion about the valuations here, are they over valued too much? I'm worried about the "tech bubble" happens again. Should I sell them now or under what condition you suggest that I should sell ?
I bought these stocks back in March or April 2020 during the market correction, thanks for your recommendation!
Right now, the upward momentum of these high tech stocks are diminishing and their valuations seems high.
What is your opinion about the valuations here, are they over valued too much? I'm worried about the "tech bubble" happens again. Should I sell them now or under what condition you suggest that I should sell ?
Q: Hi Team
Is PLUG still buyable here after a roaring start to the year? Thank you in advance.
Sam
Is PLUG still buyable here after a roaring start to the year? Thank you in advance.
Sam
-
Beyond Inc Com (OSTK)
-
MEDIFAST INC (MED $13.27)
-
Owens & Minor Inc. (OMI $4.51)
-
Celsius Holdings Inc. (CELH $60.70)
-
Magnite Inc. (MGNI $17.50)
-
Mitek Systems Inc. (MITK $9.05)
Q: Hello 5i
I'm hearing a lot of chatter about small caps having good growth prospects going forward. I believe you like IWO for US small caps.
Can you suggest 5-6 of your favorite US stocks to hold as a basket of small caps instead of IWO if one wanted to own stocks directly.
Thank you so much!!
Dave
I'm hearing a lot of chatter about small caps having good growth prospects going forward. I believe you like IWO for US small caps.
Can you suggest 5-6 of your favorite US stocks to hold as a basket of small caps instead of IWO if one wanted to own stocks directly.
Thank you so much!!
Dave
Q: Greetings - doing some research on this one and wanted to get your opinion on a fast growing real estate firm. I know it involves some level of MLM for paying its realtors which always gives me pause on an investment. Your thoughts on this one?
Q: Hi Peter,
I would appreciate your opinion on TRXC.
Thanks a lot,
James
I would appreciate your opinion on TRXC.
Thanks a lot,
James
Q: COLD is included in “RBC's Top 30 Global Ideas- Q1 2021” ( released 4 Jan 2021). I compared COLD to COR and COR struck me as a better investment. RBC rates COLD Outperform and COR as sector perform. I read through the usual blurbs and recent year financials as well as generally available projections. CFRA rates both as Hold (neutral). I looked through Thomson Reuters and I think COLD has higher ratings in general (I am not sure as it is difficult to tell when the TR reports on each were actually updated).
It is unlikely RBC Capital would have picked COLD as a global best idea without studying COLD’s peers. I conclude therefore that I must be missing something. Which one of the two do YOU see as the better investment? (Important : If neither, please give names of OTHER US Industrial REITs that you prefer OVER the above-noted COLD and COR).
It is unlikely RBC Capital would have picked COLD as a global best idea without studying COLD’s peers. I conclude therefore that I must be missing something. Which one of the two do YOU see as the better investment? (Important : If neither, please give names of OTHER US Industrial REITs that you prefer OVER the above-noted COLD and COR).
Q: Please comments the outlook for this company. Is it a good entry point today? Thanks.
Q: Can you please provide an update on Invitae. They guided lower today and stock slipped 10%.
How would you rate this company, and would you buy more on the dip.?
How would you rate this company, and would you buy more on the dip.?
-
AbbVie Inc. (ABBV $230.50)
-
Bristol-Myers Squibb Company (BMY $43.96)
-
Johnson & Johnson (JNJ $190.72)
-
Pfizer Inc. (PFE $24.78)
Q: Your thoughts please about putting new money into JNJ. Also, a couple of preferred alternative suggestions if it isn’t your first choice.
Q: Hi, Happy New Year,
Could recommend your best Tech ETF
Could recommend your best Tech ETF
-
Apple Inc. (AAPL $245.27)
-
Kinaxis Inc. (KXS $182.12)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
-
Veeva Systems Inc. Class A (VEEV $286.59)
-
DocuSign Inc. (DOCU $68.40)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
-
Unity Software Inc. (U $36.08)
Q: I have full positions on those above. I want to add one more tech company. I am trying to buy only one within the sector and at the same time diversify their business. For 3/5 years I am thinking crowd, pltr or possibly pins. What are your thoughts and a short opinion? Thank you for all the excellent service.
-
Analog Devices Inc. (ADI $225.32)
-
Broadcom Inc. (AVGO $324.63)
-
Micron Technology Inc. (MU $181.60)
-
NVIDIA Corporation (NVDA $183.16)
-
QUALCOMM Incorporated (QCOM $153.59)
-
NXP Semiconductors N.V. (NXPI $205.37)
-
STMicroelectronics N.V. (STM $27.11)
Q: Looking to add semi-conductors into my portfolio, as there is a shortage of product and high demand in the Automotive and Electronics industries. Interested in your perspective on Analog Devices, NXP Semi-Conductors, STMicrelectronics and Micron Technologies, as they have all had a great run, but still have high Buy ratings. If you think these have had a great run, and has some risk, what alternatives would you recommend. Thanks