Q: Could I get your analysis of the AVAV $4.1B purchase of BlueHalo?? Premarket is lower for AVAV. Does this purchase improve your AVAV conviction? Thanks
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I've been treading water on ULTA and am concerned after the Buffet exit. Do you see other names as more attractive at this juncture?
Q: What is causing the steep decline in this spin off of Jacobs Solutions? Buy, Sell or Hold. Thank you!
-
Amazon.com Inc. (AMZN $226.13)
-
Intuitive Surgical Inc. (ISRG $518.62)
-
Booking Holdings Inc. (BKNG $5,702.90)
-
Eli Lilly and Company (LLY $771.71)
-
United Rentals Inc. (URI $808.05)
-
Axon Enterprise Inc. (AXON $756.09)
-
Berkshire Hathaway Inc. (BRK.B $473.80)
Q: In what order would you buy these stocks today, for capital appreciation?
Q: Hi 5i
You mention that you lost confidence in smci. Does that mean it's in the penalty box forever or put another way, what would it take for you to consider ever investing in it again?
I'm interested in your thought process as a fund manager.
Is it just a matter of time passing with no cockroach sightings or would management have to change etc..
I no longer hold it but may reconsider one day.
Thanks
You mention that you lost confidence in smci. Does that mean it's in the penalty box forever or put another way, what would it take for you to consider ever investing in it again?
I'm interested in your thought process as a fund manager.
Is it just a matter of time passing with no cockroach sightings or would management have to change etc..
I no longer hold it but may reconsider one day.
Thanks
-
StoneCo Ltd. (STNE $13.67)
-
Digital Turbine Inc. (APPS $5.37)
-
Cerence Inc. (CRNC $9.58)
-
Magnite Inc. (MGNI $24.48)
Q: Hello Team,
I have been with the above stocks and seen their highs in my portfolio. The punishment for not selling however is to see them crash and burn. Some I still have some money left in and some I have lost 98% of the original investment (APPS).
So, should I just sell them all or is there an argument that one (thinking MGNI) may be worth keeping.
Thanks for all the help! :)
I have been with the above stocks and seen their highs in my portfolio. The punishment for not selling however is to see them crash and burn. Some I still have some money left in and some I have lost 98% of the original investment (APPS).
So, should I just sell them all or is there an argument that one (thinking MGNI) may be worth keeping.
Thanks for all the help! :)
Q: Are there any non-hedged ETFs that you would recommend with a focus on mid-sized US companies? Preferably with a focus on safe to moderate risk companies.
Q: What do you think of Danaher's current valuation, do you think this a good entry point to start a new long-term position?
Given their long-term success, I'm thinking the company should be capable of navigating any potential "political" headwinds with the incoming US administration?
Given their long-term success, I'm thinking the company should be capable of navigating any potential "political" headwinds with the incoming US administration?
-
Amazon.com Inc. (AMZN $226.13)
-
Costco Wholesale Corporation (COST $950.95)
-
Intuitive Surgical Inc. (ISRG $518.62)
-
NVIDIA Corporation (NVDA $172.41)
-
Palo Alto Networks Inc. (PANW $195.78)
-
The Trade Desk Inc. (TTD $80.21)
-
ASML Holding N.V. (ASML $734.58)
-
Aspen Aerogels Inc. (ASPN $7.23)
-
Banco Santander S.A. Sponsored ADR (Spain) (SAN $8.44)
-
Berkshire Hathaway Inc. (BRK.B $473.80)
-
Dell Technologies Inc. Class C (DELL $131.24)
-
CrowdStrike Holdings Inc. (CRWD $475.96)
-
Vertiv Holdings LLC Class A (VRT $129.06)
-
Snowflake Inc. (SNOW $216.89)
-
Nextracker Inc. (NXT $60.53)
Q: I have some cash that I would like to put to work and I have small positions that I would like to reduce. My main objective is growth with a bias towards low beta equities at this time in my work life. I am about 4 years away from my planned retirement.
These are most of my held equities along with weightings. NVDA 13.3% CSU 6.4% BN 6.4% SAN 5.4% SHOP 4.8% CRWD 4.3% TOI 3.8% VRT 3.4% ENB 3.2% BIP-UN 2.6% BEP-UN 2.3%. The following are 1-2% positions 13.5% as group; COST TD ATZ BNS AMZN TTD PANW PRL BRK.B. The rest are< 1%/each approx 10% as group BCE ASML HPS-A TMDX ISRG TMO GSY ASPN DELL SNOW NXT.
I plan on continuing to hold most of these positions including the smaller positions (<2% positions). I would like to reduce the number of these smaller holdings.
Could you please rank these smaller positions with the keepers at one end of the spectrum to goers at the the opposite end of the spectrum.
Thanks for this.
These are most of my held equities along with weightings. NVDA 13.3% CSU 6.4% BN 6.4% SAN 5.4% SHOP 4.8% CRWD 4.3% TOI 3.8% VRT 3.4% ENB 3.2% BIP-UN 2.6% BEP-UN 2.3%. The following are 1-2% positions 13.5% as group; COST TD ATZ BNS AMZN TTD PANW PRL BRK.B. The rest are< 1%/each approx 10% as group BCE ASML HPS-A TMDX ISRG TMO GSY ASPN DELL SNOW NXT.
I plan on continuing to hold most of these positions including the smaller positions (<2% positions). I would like to reduce the number of these smaller holdings.
Could you please rank these smaller positions with the keepers at one end of the spectrum to goers at the the opposite end of the spectrum.
Thanks for this.
-
NVIDIA Corporation (NVDA $172.41)
-
Super Micro Computer Inc. (SMCI $51.77)
-
Axon Enterprise Inc. (AXON $756.09)
-
Vertiv Holdings LLC Class A (VRT $129.06)
Q: Hello 5I. I’m at break even with Smci. Should I hold or move on and catch the next train up?
I presently hold NVDA,AXON,VRT. I’ve done very well with the other three, thanks to your us side suggestions. If I move, what would be your picks.
Thanks again for your great work
Maurice
I presently hold NVDA,AXON,VRT. I’ve done very well with the other three, thanks to your us side suggestions. If I move, what would be your picks.
Thanks again for your great work
Maurice
Q: Your opinion of how it is doing and a buy today?
Thanks Again
Thanks Again
Q: for the bext 2-4 years, which do you prefer as investment ?
Q: What did you think about their earnings? I have a small position, ok to add more?
-
Vanguard Real Estate Index Fund ETF (VNQ $89.94)
-
Vanguard Materials ETF (VAW $200.08)
-
Financial Select Sector SPDR (XLF $52.54)
-
Consumer Staples Select Sector SPDR (XLP $80.89)
-
Health Care Select Sector SPDR (XLV $131.84)
-
Technology Select Sector SPDR ETF (XLK $260.89)
-
Consumer Discretionary Select Sector SPDR (XLY $222.17)
-
Utilities Select Sector SPDR ETF (XLU $83.75)
-
Vanguard Energy ETF (VDE $120.89)
-
Materials Select Sector SPDR (XLB $90.22)
-
The Energy Select Sector SPDR Fund (XLE $85.96)
-
Vanguard Information Technology ETF (VGT $685.53)
-
Vanguard Health Care ETF (VHT $243.33)
-
Vanguard Industrials ETF (VIS $288.33)
-
Industrial Select Sector SPDR (XLI $151.46)
-
iShares U.S. Telecommunications ETF (IYZ $29.90)
-
Vanguard Financials ETF (VFH $128.47)
-
Vanguard Consumer Staples ETF (VDC $218.61)
-
Vanguard Utilities ETF (VPU $181.10)
-
Real Estate Select Sector SPDR Fund (The) (XLRE $41.84)
-
Vanguard Consumer Discretionary ETF (VCR $370.29)
Q: Which sector ETFs would you recommend. Please give 1-2 for each sector and reasons why you would like them.
Thanks.
Thanks.
-
BMO S&P 500 Index ETF (ZSP $94.54)
-
iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD $34.62)
-
Eastfield Resources Ltd. (ETF $0.02)
-
BMO Nasdaq 100 Equity Index ETF (ZNQ $102.36)
-
BMO S&P US Mid Cap Index ETF (ZMID $46.60)
-
BMO S&P US Small Cap Index ETF (ZSML $40.94)
Q: Hi Gang
Can you give me a your top 5 ETFs that hold top us stocks
Thanks Mike B
Can you give me a your top 5 ETFs that hold top us stocks
Thanks Mike B
Q: What do you think of NKE as a value play ? Do you think it has the potential to recover and be a good solid investment ?
Q: I am considering buying LLY or ISRG. Both are expensive, given this which one has the best growth potential going forward. Please compare EPS, revenue metrics. LLY is down from a high and just wondering if this weakness is something to be concerned about Thank you..
Q: BOC Hi, wondering if you could provide an update on this company… I’ve been really interested in their model for a long time, and wonder if it would be considered a worthwhile long term investment?
Q: Please share your thoughts on these two medical research companies.
Would you consider purchasing either?
Or, are there companies you prefer.
Thanks.
Would you consider purchasing either?
Or, are there companies you prefer.
Thanks.
-
Amgen Inc. (AMGN $294.76)
-
CVS Health Corporation (CVS $61.96)
-
Eli Lilly and Company (LLY $771.71)
-
Pfizer Inc. (PFE $24.47)
-
Novo Nordisk A/S (NVO $64.31)
Q: Hi, would you continue to hold this stock?
Thanks
Paul
Thanks
Paul