Q: Fico is down 20 percent in 5 days. Would you buy at this level? If So, would you buy a partial or full position?
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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: Hate asking about US companies but this one looks really cheap and might be near a bottom . As well Michael Burry just doubled his position. What is your take?
Q: Can you give me your updated view of this company, and why it seems targeted by short sellers.
Thank you very much in advance
Thank you very much in advance
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Ford Motor Company (F $12.96)
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Norwegian Cruise Line Holdings Ltd. (NCLH $17.75)
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Trane Technologies plc (TT $409.94)
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RTX Corporation (RTX $173.21)
Q: I have small position in these two stocks. Is it time to add to my position or sell and invest somewhere else. Could you suggest replacement within the same sector. Thanks
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GE Aerospace (GE $294.05)
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GE HealthCare Technologies Inc. (GEHC $78.24)
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GE Vernova Inc. (GEV $580.49)
Q: A family member was a Long Term employee of GE and acquired substancial shares of GE stock during the Jack Welch era and subsequently left the company for health reasons.
Needless to say the stock performed terribly and his shares languished for years but he held.
Now GE has been spun out into 3 divisions and separate stock issued for each which have performed tremendously in most cases what course of action would you recommend on the 3 new entities based on today's market prices for each.
Needless to say the stock performed terribly and his shares languished for years but he held.
Now GE has been spun out into 3 divisions and separate stock issued for each which have performed tremendously in most cases what course of action would you recommend on the 3 new entities based on today's market prices for each.
Q: Thoughts on FI ? Thank You
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Genius Sports Limited (GENI $9.14)
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Gambling.com Group Limited (GAMB $4.98)
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Sportradar Group AG (SRAD $21.52)
Q: Thoughts on GAMB after earnings? Can you comment on why earnings seemed good but it dropped? The Donville group seem to love it and they are right almost as often as you guys so I'd love to have your take on whether you would buy at these levels and what you might see as it's 3 year return? Is there overlap with GENI or SRAD and is it a takeover candidate?
Thanks
Thanks
Q: Good morning,
Update on POWL please.
Worth averaging in in its current state? Any particular catalyst other than tariff that you are watching for.
Thank you.
Update on POWL please.
Worth averaging in in its current state? Any particular catalyst other than tariff that you are watching for.
Thank you.
Q: HOVR: US This company was on during Peter's part on "The Street". Thoughts on the company?
Q: There has been some insider buying on this stock lately by the new president ( 25 millions ) and by other directors, do you think it is a good idea to buy some shares and have a good risk reward potential or should we wait for more positive signs. I was thinking of going for a 2% position today. This company is so big and has a proven business model.
Q: Can I please get your thoughts on Palo Alto's latest quarter? Thank you
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Genius Sports Limited (GENI $9.14)
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Sportradar Group AG (SRAD $21.52)
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Nebius Group N.V. (NBIS $91.90)
Q: Your highest conviction small cap CND and US stocks “in order” please. 3 of each. Growth focussed. Long term hold.
Thanks so much
Thanks so much
Q: How do you like SRAD? Can you provide some thoughts on their financials/outlook and what do you think is a good entry price?
Thanks!
Thanks!
Q: Given 5i's recent postive commentary on SRAD, I've begun to look at taking a half position. One of the compelling reasons to do so is 5i's reference to CPP holding the stock. However, when I dug a bit further, it would appear CPP's investment is in a holding called Sun Light Resources Development Limited (SRAD) which focuses on fossil fuels. That said, I couldn't find this company listed on any exchange. Long story short, can you verify if CPP does indeed invest in Sports Radar? In addition, I noted SRAD's stock price shot up in November and continues to rise. Can you please explain this positive momentum? Thank you.
Q: Your view on their Q earnings announced last night would be appreciated, please and thank you.
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iShares S&P U.S. Mid-Cap Index ETF (CAD-Hedged) (XMH $28.47)
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iShares Core S&P Mid-Cap ETF (IJH $64.40)
Q: hi 5i
can I get your top pick(s) for an ETF non-leveraged for US small/mid (combined if possible) cap equities please? can you provide one (or more) that is $CDN hedged too please. cheers, Chris
can I get your top pick(s) for an ETF non-leveraged for US small/mid (combined if possible) cap equities please? can you provide one (or more) that is $CDN hedged too please. cheers, Chris
Q: Could you please provide your impression of the results and of the information provided during the conference call this morning?
From the information provided today, what gives you the most optimism about the company's future and what is one (or more) thing that investors should be weary of or keep any eye on.
After digesting the information provided today, are you more or less excited about the company and it's future than you were yesterday?
From the information provided today, what gives you the most optimism about the company's future and what is one (or more) thing that investors should be weary of or keep any eye on.
After digesting the information provided today, are you more or less excited about the company and it's future than you were yesterday?
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Apple Inc. (AAPL $275.92)
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Amazon.com Inc. (AMZN $226.28)
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Meta Platforms Inc. (META $613.05)
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Alphabet Inc. (GOOG $318.47)
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Microsoft Corporation (MSFT $474.00)
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Netflix Inc. (NFLX $106.97)
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NVIDIA Corporation (NVDA $182.55)
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Booking Holdings Inc. (BKNG $4,875.37)
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Eli Lilly and Company (LLY $1,070.16)
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UnitedHealth Group Incorporated (DE) (UNH $319.05)
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United Rentals Inc. (URI $811.00)
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Tesla Inc. (TSLA $417.78)
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KKR & Co. Inc. (KKR $117.85)
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Advanced Micro Devices Inc. (AMD $215.05)
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Arista Networks Inc. (ANET $122.17)
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ASML Holding N.V. (ASML $987.82)
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Powell Industries Inc. (POWL $300.08)
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CrowdStrike Holdings Inc. (CRWD $506.82)
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Cellebrite DI Ltd. (CLBT $16.88)
Q: Good morning!
Mag 7 owned, UNH, AMD, URI, POWL, ASML, KKR, CLBT, LLY, ANET.
What are “your” top 3 US additions to this list? Thank you for all the incredible things here.
Mag 7 owned, UNH, AMD, URI, POWL, ASML, KKR, CLBT, LLY, ANET.
What are “your” top 3 US additions to this list? Thank you for all the incredible things here.
Q: do you think it's a good time to start getting some of this stock? Is the Canadian or US side better? I see that 5i staff owns unh.us and I'm guessing that their ACB is higher than the current price.
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Canadian Natural Resources Limited (CNQ $46.48)
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Peyto Exploration & Development Corp. (PEY $22.26)
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Celestica Inc. (CLS $454.05)
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Magna International Inc. (MG $68.16)
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goeasy Ltd. (GSY $126.43)
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Vitalhub Corp. (VHI $9.37)
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Construction Partners Inc. (ROAD $103.44)
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Cellebrite DI Ltd. (CLBT $16.88)
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Propel Holdings Inc. (PRL $21.78)
Q: I'm writing to follow up on your response to Josh's questions regarding beaten-down Canadian stocks.
Would you kindly rank your preferred order of purchases among the names discussed? Are there any that you would consider "table-pounding" buys at current levels?
Please also include your thoughts on CNQ, as well as FOUR, ROAD, and CLBT.
Thank you,
Would you kindly rank your preferred order of purchases among the names discussed? Are there any that you would consider "table-pounding" buys at current levels?
Please also include your thoughts on CNQ, as well as FOUR, ROAD, and CLBT.
Thank you,