Q: The recent price drop looks like more than a minor correction. Your thoughts, please. Thanks Jim
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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: Good morning,
Please state your opinion on the state of the solid-state batteries (sorry).
Can QS be moved from highly speculative R&D to a race contender?
Thank you as always
Nick
Please state your opinion on the state of the solid-state batteries (sorry).
Can QS be moved from highly speculative R&D to a race contender?
Thank you as always
Nick
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Amazon.com Inc. (AMZN $272.68)
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Costco Wholesale Corporation (COST $1,008.79)
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Intuitive Surgical Inc. (ISRG $450.06)
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NVIDIA Corporation (NVDA $215.20)
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Booking Holdings Inc. (BKNG $165.93)
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Amphenol Corporation (APH $128.03)
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Salesforce Inc. (CRM $181.82)
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Eli Lilly and Company (LLY $948.45)
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United Rentals Inc. (URI $937.00)
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WSP Global Inc. (WSP $215.52)
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Axon Enterprise Inc. (AXON $403.54)
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Celestica Inc. (CLS $375.55)
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Thomson Reuters Corp (TRI $92.94)
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Berkshire Hathaway Inc. (BRK.B $475.94)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Vertiv Holdings LLC Class A (VRT $339.97)
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RTX Corporation (RTX $176.09)
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Shift4 Payments Inc. Class A (FOUR $42.58)
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BlackSky Technology Inc. Class A (BKSY $39.45)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.38)
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Lumine Group Inc. (LMN $20.23)
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Nebius Group N.V. (NBIS $177.05)
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Alphabet CDR (CAD Hedged) (GOOG $63.68)
Q: Hi I currently hold these US companies. Can you please suggest your top 10 US companies that would compliment these the best for a long term hold? In order ideally. A growth rating 1-10 (10 being the best) and a risk rating 1-10(10 being the riskiest)
Thanks so much
Thanks so much
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Alphabet Inc. (GOOG $397.05)
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IonQ Inc. (IONQ $49.24)
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D-Wave Quantum Inc. (QBTS $22.57)
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Rigetti Computing Inc. (RGTI $18.94)
Q: Is QBTS a good prospect to participate in the coming quantum computing boom? In any case can you suggest me your best name of small business (under 30$) in this area?
Thank you very much un advance
Thank you very much un advance
Q: What is your view on Interactive Brokers ? We ae looking start a position in a US based brokerage, with solid financials and some upside from Crypto perspective too. If you consider this a decent name in the sector, is it buyable at current levels, after stock seems to have settled, post addition to S&P.
Thank You
Thank You
Q: After making significant gains over the last several years, Costco seems to have lost steam. Up only 9% in the past year. I know you have mentioned it's become overvalued. What would have to happen for the stock to regain momentum and over what timeframe do you see this occurring? Thank you.
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Devon Energy Corporation (DVN $45.61)
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Exxon Mobil Corporation (XOM $144.57)
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Cheniere Energy Inc. (LNG $240.11)
Q: Nat Gas:
I hold ~1% each of ARX and TOU. Also, ~5% XOM, which is also a major gas producer.
I don't have much confidence in this liberal gov't's promises of gas development. Would you recommend a US gas producer, and if so, which one?
Thanks
Jerry
I hold ~1% each of ARX and TOU. Also, ~5% XOM, which is also a major gas producer.
I don't have much confidence in this liberal gov't's promises of gas development. Would you recommend a US gas producer, and if so, which one?
Thanks
Jerry
Q: Netskope will list on the Nasdaq under the “NTSK”
Your opinion on his one, buy, wait, forget about it?
Thank you.
Your opinion on his one, buy, wait, forget about it?
Thank you.
Q: I red recently an article on insiders who have sold a significant stake of this company since the last months to the point where it seems justified to raise a red flag for investors. Can you give me your appreciation?
Thank you very much
Thank you very much
Q: Thoughts on SBRA?
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Vanguard Dividend Appreciation FTF (VIG $228.06)
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iShares Core High Dividend ETF (HDV $26.83)
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Invesco High Yield Equity Dividend Achievers ETF (PEY $22.25)
Q: What are your current recommendations for US$ dividend ETFs? (US, not CDN) Thanks
Q: CMG's recent decline has been significant. Will the interest rate cut lead to a rebound, or will recession concerns impact the restaurant sector? Is this a buying opportunity or should I hold?
Additionally, I wanted to thank you for recommending Nebius - the 5i metric was instrumental in my discovery, and I'm grateful for the insight.
Additionally, I wanted to thank you for recommending Nebius - the 5i metric was instrumental in my discovery, and I'm grateful for the insight.
Q: Can you please comment on another drop on TTD today. Any news or thesis for this drop? What is your current stance on this stock and is it one to hold onto or do you have strong convinction ideas? I have nice gains on it since first recommendations from 5i in the pandemic so am ok with moving onto better ideas if you had some to suggest. Thanks so much!
Q: Your thoughts on their earnings and guidance please? Is the drop today overdone? Analysts downgrading but still seeing significant upside. I know your approach is often to let shares settle so my question is whether today's news has changed the story (not investable) or if expectations were so high that a still good business/investment is being punished disproportionately
Q: Would you consider Nebius a good long term investment or short term?
Should I hold or take some profit?
Thanks
Should I hold or take some profit?
Thanks
Q: Hi 5i!
Respecting these are two very different companies, do you feel they both have a strong growth story ahead and are a compelling buy today?
Do you prefer one over the other?
Thanks for all you do! Your guidance has been appreciated over the years!
Respecting these are two very different companies, do you feel they both have a strong growth story ahead and are a compelling buy today?
Do you prefer one over the other?
Thanks for all you do! Your guidance has been appreciated over the years!
Q: Your thoughts, please, on replacing a current holding of SBUX with BROS based on recent performance and potential future growth advantages of the latter. Thanks.
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Lennar Corporation Class A (LEN $88.38)
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Installed Building Products Inc. (IBP $219.99)
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TopBuild Corp. (BLD $428.03)
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Dream Finders Homes Inc. Class A (DFH $14.32)
Q: Have been looking to diversify my portfolio into the housing market . What do you think of these 3 stocks or would you be looking elsewhere ?
Q: Do you consider CEG a BUY/SELL or HOLD today? A reason please ?
Are there better options in this sector?
US and CND options
Are there better options in this sector?
US and CND options
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QUALCOMM Incorporated (QCOM $219.09)
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Pinetree Capital Ltd. (PNP $9.00)
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ASML Holding N.V. (ASML $1,592.02)
Q: PNP, I bought this stock a while back and I'm not sure why ? Getting old , I guess. Down 40%. Just get rid of it ? I also have ASML and QCOM and have done very well with these two in the past , but now down 24% with both of them .What say you , hold or sell ?