Q: Which would you choose at today's levels: AXON or TMDX? Thank you. Appreciate your insight.
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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: Hello Peter,
Would you invest in SMCI at this point in time? I bailed out when the news of the investigation came out. At the same time, the company insists their shipments are going great guns and they have a superior product.
Regards
Rajiv
Would you invest in SMCI at this point in time? I bailed out when the news of the investigation came out. At the same time, the company insists their shipments are going great guns and they have a superior product.
Regards
Rajiv
Q: May I have your latest thoughts on SYM? Has its momentum improved? Are they still reducing their debt, generating positive cash flow and increasing their top line revenue? Are insiders increasing their positions? Still an “show me” story? Any thoughts you have would be appreciated.
Regards,
Jim
Regards,
Jim
Q: What is your opinion about this stock. It seems the sentiment is changing and it is rebounding from their lows.
Thank you
Thank you
Q: Hello 5iR,
What is your opinion of QXO? Would it be a buy? Thank you.cheers
What is your opinion of QXO? Would it be a buy? Thank you.cheers
Q: What can you tell is about this stock. Dropped from over $100 to $14.00 in last ten years yet pays an outsized dividend. Is it a buying opportunity?
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Amazon.com Inc. (AMZN)
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Broadcom Inc. (AVGO)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Vertiv Holdings LLC Class A (VRT)
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Lumine Group Inc. (LMN)
Q: I hold NVDA (7.5%), VRT (7%), MSFT (5.5%), AMZN (7%), and GOOG (5%)- all up significantly in registered accounts. Question #1: what is the maximum weight you would be comfortable holding of each of these five stocks? Question #2: I also hold LMN (2.5%), which is barely above water. Deeply disappointed in its recent performance and considering replacing it with either ISRG or AVGO. That said, I'm concerned that adding AVGO puts too many eggs in the AI basket, given my other holdings. If this were your portfolio, would you opt to replace LMN with either ISRG or AVGO? Please explain why.
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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AeroVironment Inc. (AVAV)
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Ulta Beauty Inc. (ULTA)
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Celsius Holdings Inc. (CELH)
Q: Have money to purchase a couple of stocks right now. Could please rank in order, your preference of the above 5 right now? Thank you
Q: When do you feel TMDX will turn? Does it remain one of your top US picks?
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NextEra Energy Inc. (NEE)
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Argan Inc. (AGX)
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Carpenter Technology Corporation (CRS)
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Vertiv Holdings LLC Class A (VRT)
Q: I sold my SMCI around mid June and put the proceeds into the above stocks. Overall I'm pleased with their performance and am now thinking of holding same over the longer term 2-3 years rather than a momentum play. Do you see any glaring red flags going forward other than wars, election fallout and a possible recession that one should consider with these stocks. By the way thanks for your recommendation of VERT. Regards david
Q: I noticed that 5i often recommends ISRG, , But it seems like 5i does not own this stock. I am curious as to why? Thanks
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Intuitive Surgical Inc. (ISRG)
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Citigroup Inc. (C)
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AeroVironment Inc. (AVAV)
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Axon Enterprise Inc. (AXON)
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CECO Environmental Corp. (CECO)
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Coterra Energy Inc (CTRA)
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Aspen Aerogels Inc. (ASPN)
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Celsius Holdings Inc. (CELH)
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TransMedics Group Inc. (TMDX)
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Nextracker Inc. (NXT)
Q: Hello 5i,
Thank you for answering my question yesterday. We are looking at replacing CELH (-50%), CTRA (-3%), and NXT (-23%) in a TFSA or RRSP. From our question yesterday we would replace these stocks with CECO, ASPN, & AVAV (TMDX was purchased yesterday. Is your conviction higher on CELH over CECO, ASPN, & AVAV, or ISRG?
Thank you
D&J
Thank you for answering my question yesterday. We are looking at replacing CELH (-50%), CTRA (-3%), and NXT (-23%) in a TFSA or RRSP. From our question yesterday we would replace these stocks with CECO, ASPN, & AVAV (TMDX was purchased yesterday. Is your conviction higher on CELH over CECO, ASPN, & AVAV, or ISRG?
Thank you
D&J
Q: Please help me understand why BRK would issue 282 billion yens of bonds when it reportedly has lots of cash.
Thank you.
Thank you.
Q: I am not so sanguine to think all is priced in. The Americans are going to slaughter td and wait for the lawsuits. I have a AUS account. what solid US bank stocks or other decent dividend stocks would you recommend?
Q: What effect will the recurring Florida hurricanes have on a company like nextera which earns most of its revenue in that state
Thank you
Peter
Thank you
Peter
Q: I am a bit underwater on LULU and am wondering, sell or hold? Your thoughts and reasoning please.
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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Intact Financial Corporation (IFC)
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Alimentation Couche-Tard Inc. (ATD)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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Vanguard S&P 500 Index ETF (VFV)
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SPDR S&P 500 ETF Trust (SPY)
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INVESCO QQQ Trust (QQQ)
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BMO Nasdaq 100 Equity Index ETF (ZNQ)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I’m considering setting up a TFSA for a spouse who is not interested in selecting stocks/managing investments.
Should I stick to ETFs or mix ETFs with a few conservative stocks?
Should I stick to ETFs or mix ETFs with a few conservative stocks?
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Booking Holdings Inc. (BKNG)
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Toromont Industries Ltd. (TIH)
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Alimentation Couche-Tard Inc. (ATD)
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TerraVest Industries Inc. (TVK)
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Ulta Beauty Inc. (ULTA)
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Berkshire Hathaway Inc. (BRK.B)
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Boyd Group Services Inc. (BYD)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Regardless of sector, please suggest 5 or so each Cdn and US holdings that would expect to average an 8%+ return per year including dividend and capital appreciation (can be company or ETF, but for ETF should consider fee) for 10 year hold. Thank-you!
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Adobe Inc. (ADBE)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Ulta Beauty Inc. (ULTA)
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Domino's Pizza Inc (DPZ)
Q: I am currently doing my quarterly rebalancing and need to up my US holdings. My current US holdings include in APPL, BRK.B, XOM, JPM, MCD, MSFT, and V. What are your current favorite longer term buys in the US ?
Q: What are the future prospects for NAD and similar funds?