Q: What sustainable advantages does ROKU have vis a vis its competitors and which 2 or 3 companies are its top competitors?
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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.
Q: What do you think of this co. now?
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Adobe Inc. (ADBE)
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Amazon.com Inc. (AMZN)
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Salesforce Inc. (CRM)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Atlassian Corporation (TEAM)
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Veeva Systems Inc. Class A (VEEV)
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ServiceNow Inc. (NOW)
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The Trade Desk Inc. (TTD)
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Paycom Software Inc. (PAYC)
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JD.com Inc. (JD)
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Rapid7 Inc. (RPD)
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DocuSign Inc. (DOCU)
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RingCentral Inc. Class A (RNG)
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Alteryx Inc. Class A (AYX)
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DexCom Inc. (DXCM)
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Qualys Inc. (QLYS)
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Repligen Corporation (RGEN)
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Match Group Inc. (MTCH)
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PDD Holdings Inc. (PDD)
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Palomar Holdings Inc. (PLMR)
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Five9 Inc. (FIVN)
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Beyond Meat Inc. (BYND)
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Chewy Inc. Class A (CHWY)
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Freshpet Inc. (FRPT)
Q: I have these companies in my high revenue portfolio. It has been performing well. In these changing times, I find myself switching to companies that have high revenue growth and will not be affected by closure. Any expert thoughts or input would be appreciated.
FRPT - Freshpet is not in your database.
FRPT - Freshpet is not in your database.
Q: Unfortunately I bought shares in AYX in February, near its all time high and have experienced a significant loss. It is off its deepest low since March but even with a 5% increase today it is presently still below its best recovery since then. What is your view on its prospects for when the economy solidifies to a recovery - is theirs the sort of product line that will attract good business? Is there reasonable prospect for upside? I see an answer to a question today referred to it having high risk; is there more down side than upside? If you were me, would you move on? And if so, what would be something with more potential and less risk (I know, those sometimes are seen to be mutually exclusive, but perhaps there is something)? Thanks for your excellent service.
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FLIR Systems Inc. (FLIR)
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Salesforce Inc. (CRM)
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Welltower Inc. (WELL)
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Block Inc. Class A (SQ)
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Atlassian Corporation (TEAM)
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The Trade Desk Inc. (TTD)
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Roku Inc. (ROKU)
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Rapid7 Inc. (RPD)
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DocuSign Inc. (DOCU)
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Alteryx Inc. Class A (AYX)
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Match Group Inc. (MTCH)
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RTX Corporation (RTX)
Q: From a risk profile point of view, please classify each of the above companies as:
Low risk, average risk, high risk or speculative. Charge as many questions as you feel appropriate.
Thanks. RAM
Low risk, average risk, high risk or speculative. Charge as many questions as you feel appropriate.
Thanks. RAM
Q: Hi folks. In you coverage you say FLIR is Info Tech but your answers say Industrial. Could you please clear this up for me.
Much thanks
Much thanks
Q: Is this a buy now ?
Q: Hi group recently I bought a Canadian bank along with BAC + JP Morgan since then it has gone down every day. The rally appears to be over or at least adjusting what is you view on these 2 banks I am down 10% in the last week- buy sell or hold ? thanks for you views on US banks
Q: This is a company that has no debt, mgm owns 12% and is number 1 on investors website. Would you invest at this time and what is not to like about it. Thank you.
Q: Good morning,
Could you give me the sector revenue breakdown for RTX? How much is commercial vs defense, etc.
TIA
Could you give me the sector revenue breakdown for RTX? How much is commercial vs defense, etc.
TIA
Q: I am only 2% invested in REITs with BPY.UN and FCR.UN but will add more with time and when some consistency returns to market. Looking at my US cash balance I should be taking advantage of this investment market in a 'sane' way for a retired person. I researched this company and from what I read, mainly from Morningstar, it looks fine for me given it is a US dividend aristocrat as of last February and does support my need for cash flow.
May I have your opinion on this company?
Thanks....
May I have your opinion on this company?
Thanks....
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Garmin Ltd. (Switzerland) (GRMN)
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QUALCOMM Incorporated (QCOM)
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AbbVie Inc. (ABBV)
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Pfizer Inc. (PFE)
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Verizon Communications Inc. (VZ)
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CAE Inc. (CAE)
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Badger Infrastructure Solutions Ltd. (BDGI)
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Magna International Inc. (MG)
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goeasy Ltd. (GSY)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Given the bounce back has been "quicker" than expected, what would be your top 5 US and CDN growth picks ranked in order with a strong management and balance sheet that would be considered "on sale" still from the Covid effects? Given I have a 5-10 year timeframe. Thanks.
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FLIR Systems Inc. (FLIR)
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General Dynamics Corporation (GD)
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Roper Technologies Inc. (ROP)
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Xylem Inc. New (XYL)
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RTX Corporation (RTX)
Q: hello 5i:
could you give me 3 ideas for "best in class" Industrial, US stocks? And possibly a short thesis on why you think so. RTX and GD are already owned in this sector.
thanks
Paul L
could you give me 3 ideas for "best in class" Industrial, US stocks? And possibly a short thesis on why you think so. RTX and GD are already owned in this sector.
thanks
Paul L
Q: Hi 5i
Could I have your current thoughts on CGNX please?
Thanks
Mike
Could I have your current thoughts on CGNX please?
Thanks
Mike
Q: Can I get your views on BIIB and REGN. I suspect they might do well in the search for vaccines. Thanks.
Q: What do the most recent financial statements look like.
What do you think their current financial position is.
Their huge dividend has recently been cut.
Perhaps an acquisition in the future?
What do you think their current financial position is.
Their huge dividend has recently been cut.
Perhaps an acquisition in the future?
Q: What do you think of this company at this price. Acquisition target with a « more time at home » long trend?
Q: Hello 5i,
Could you please provide your opinion on starting a position with KFY at current price level (@$29). How would you rate the quality of the company?
Thanks and stay safe.
Could you please provide your opinion on starting a position with KFY at current price level (@$29). How would you rate the quality of the company?
Thanks and stay safe.
Q: What happened to JNJ? I was thinking of selling but didn't act.
Q: Hi 5i
I currently hold PFE, GUD and COV (although this may go after being patient a little longer) in healthcare.
I am currently considering ABBV as an addition and wondering what your thoughts are on it at this time.
Any other US healthcare suggestions that might have caught your eye recently ?
Thanks
Mike
I currently hold PFE, GUD and COV (although this may go after being patient a little longer) in healthcare.
I am currently considering ABBV as an addition and wondering what your thoughts are on it at this time.
Any other US healthcare suggestions that might have caught your eye recently ?
Thanks
Mike