Q: At what price would you be an aggressive buyer?
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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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Intuitive Surgical Inc. (ISRG $429.59)
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NVIDIA Corporation (NVDA $183.16)
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CrowdStrike Holdings Inc. (CRWD $493.66)
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iShares Core S&P Small-Cap ETF (IJR $114.27)
Q: I initiated a starter position in ISRG & IJR several months ago in the U.S. growth portion of my RIF. Currently down approximately 5% for each. Considering selling IJR (1% of total diverse portfolio) and putting funds into ISRG (2% of total portfolio) . Or trimming a bit of my NVDA (8% of total portfolio with great gains) and adding to ISRG and CRWD (1.5% of total portfolio and still with a small gain) . Have been hit with decision paralysis!
Your comments would be appreciated.
Your comments would be appreciated.
Q: What do you like presently about Lulu and have they successfully managed the loss of their chief designer? Do you see future growth in North America or are things picking up overseas.
Q: What is your current opinion on Spotify. Would you buy it here for growth, or is it too expensive?
Q: Hi, can you please let me know what you think of ZVIA in terms of valuation, growth outlook, balance sheet, etc. Would you buy? I like their products
Q: If you were holding VRT at 30% loss, would you switch to one of your favourite growth ISRG?
Q: Hi there,
I’m looking to add a US Jnsurer to my portfolio. I’ve zeroed in on CRBG. They seem to be on a good path with a lot share buybacks.
Do you think this is solid for income plus some growth in 3-5 years? If not what might be a few others?
Thanks!
I’m looking to add a US Jnsurer to my portfolio. I’ve zeroed in on CRBG. They seem to be on a good path with a lot share buybacks.
Do you think this is solid for income plus some growth in 3-5 years? If not what might be a few others?
Thanks!
Q: What is your assessment of prospects for SUUN, and is it buyable at current price.
Tks in advance
Tks in advance
Q: Could you expand on your thesis for this company please as I am interested in starting a position especially with the March 10 pull back but it’s still trading high on a PE basis and wondering if all their expected growth is already priced in. Thank you.
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CrowdStrike Holdings Inc. (CRWD $493.66)
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Cellebrite DI Ltd. (CLBT $19.10)
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Nebius Group N.V. (NBIS $129.58)
Q: Hi 5i Team - For Cellebrite, Nebius and Crowdstrike could you comment on what portion of each company is based on AI. Could you also comment on whether their AI involvement is semi-conductor, software or service/support related. Thirdly what is the ability of each to withstand an extended market downturn if this present sell-off continues and would you be a buyer at these levels. Thank you.
Q: Could I please get an update on the potential for Autodesk? I have held it for years as a cornerstone in my portfolio, but the stock price has essentially done nothing. The company has transitioned to a cloud-based subscription business and changed some billing practices. It is now changing its third-party transaction model and doing a restructuring. I think the SEC investigation is still ongoing (and a lawsuit) and am not sure how big this could be. It sounds like Trump has paused the big US infrastructure bill but still plans to spend lots on construction and infrastructure. Could this be the year Autodesk finally takes off?
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Amazon.com Inc. (AMZN $216.37)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.29)
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Vanguard S&P 500 Index ETF (VFV $162.83)
Q: Hello,
Is today a good day to invest in Canadian Company CGI? What is a good target buy price?
Also I hold Amazon in an RRSP and Vanguard in an RESP. Is it a good time, with the market drop, to increase holdings?
Thank you,
Jovan
Is today a good day to invest in Canadian Company CGI? What is a good target buy price?
Also I hold Amazon in an RRSP and Vanguard in an RESP. Is it a good time, with the market drop, to increase holdings?
Thank you,
Jovan
Q: Your thoughts please on Caterpillar vs Deere for long-term growth, and generally how you would rate these as buy/hold/sell in the current environment. Id appreciate any comments where you expect growth will come from (eg mining automation/AI) and leverage. Thank you.
Q: Hi 5i, I like Tesla, but now the USA admin is not keen on green, is it sell/hold/buy ?
Q: Thoughts on RMAX as a diversified REIT holding in US and Canada instead of a few individual stocks? Generally what % of portfolio would be good to allocate to REITs in today's environment?
Q: Hi I currently hold VOO. Would you consider selling for COSTO with its recent decline? I understand it’s difficult to compare ETFs and stocks, but looking for the greatest growth return long term. Do you feel COSTO could drop further in this market? If so, entry point? Thank you
Q: Peter, one month ago you sill liked it. After another decrease of 40% since, how do you see it? Thks
Q: Good Day,
With the recent pull back, I am considering trimming my position in BRK.B (currently 7.7% of my overall portfolio) and starting a new position in ISRG. Would you view this as a prudent move at this point in time?
Thank you,
With the recent pull back, I am considering trimming my position in BRK.B (currently 7.7% of my overall portfolio) and starting a new position in ISRG. Would you view this as a prudent move at this point in time?
Thank you,
Q: I noticed that your suggestions regarding when to buy and at what price on a long list of stocks, which included Arkk, was positive on all of the mentioned stocks except for Arkk. That surprised me. I understand that this etf is a bit of a niche market and quite speculative. I suppose it being the only negative in such a long list is what is interesting. I would be interested to hear what your major concern is?
Thanks as always for your great service
Thanks as always for your great service
Q: Hi 5i,
As a previous Enerplus shareholder I still unfortunately hold Chord Energy with some disappointing losses. Can you please give your thoughts on this company and would you still consider it a hold?
Marco
As a previous Enerplus shareholder I still unfortunately hold Chord Energy with some disappointing losses. Can you please give your thoughts on this company and would you still consider it a hold?
Marco