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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: Can I please have your thoughts and analysis on Heico's recently announced earnings. It is trading lower today. I have owned a small position for a few years and have done well. Is this a buying opporunity or a time to get out. Any thoughts that you might have would be appreciated. Thank You.
Read Answer Asked by Brian on August 28, 2024
Q: I'm considering buying CDRs - such as MSFT and LLY - in a Tax Free Savings Account . Are there any disadvantages to this?

Please rate LLY and MSFT - or suggest alternatives.
Read Answer Asked by Valerie on August 27, 2024
Q: It seems the warrants are going to be redeemed .
Is that the way you read this
TYSONS CORNER, Va. and PETAH TIKVA, Israel, Aug. 15, 2024 (GLOBE NEWSWIRE) -- Cellebrite DI Ltd. (CLBT) (“Cellebrite,” the “Company” or “we”), a global leader in premier Digital Investigative solutions for the public and private sectors, announced today that it will redeem all of its warrants (the “Warrants”) to purchase ordinary shares of the Company (the “Ordinary Shares”) that remain outstanding at 5:00 p.m. New York City time on September 16, 2024 (the “Redemption Date”) for a redemption price of $0.10 per Warrant.
Read Answer Asked by Leon on August 27, 2024
Q: May I please have your top two emerging market ETFs?
With appreciation,
Ed
Read Answer Asked by Ed on August 27, 2024
Q: FCTE is a Warren Pies portfolio managed July 2024 inception ETF with an active strategy holding 21 large caps. The MER is .85%. It has had a good start for its limited existence. Mr Pies seems like a deep thinker. Could you opine on the published holdings and any other thoughts you can share regarding the manager, his history and the strategy. Obviously too new for a strong recommendation but your preliminary sense on this one would be great to have. Thank you.
Read Answer Asked by Ken on August 27, 2024
Q: Hi,
To Arnold's question on SMCI, "some people" seem to have known about Hindenburg's report on SMCI's accounting irregularities! That explains the drop? This coupled with CAVA's meteoric rise and sudden sell of makes one wonder if the system is "rigged"!!

https://hindenburgresearch.com/smci/
Read Answer Asked by Savalai on August 27, 2024
Q: Good morning,

Could you pleas offer your opinion on purchase of Atlas Energy.

Thank you
Brad
Read Answer Asked by Brad on August 27, 2024
Q: Hello 5i team!
You often seem bullish on tri. I know it's grown in the past year and I know you're not fans of analyst predictions, but the one year estimate is about $220.50. can you please explain why this would be a good investment today for the next couple years, and/or offer a couple other better growth ideas? Thanks!
Read Answer Asked by Vince on August 26, 2024
Q: A Market Call guest, Gordon Reid, was very negative on SBUX, saying that they are wrong to borrow money to buy back stock. I disagree. With a return on assets of 14% and a dividend that is well covered by earnings, I would argue that loading the balance sheet with low-cost debt to maximize return on equity is a sound strategy. Who's right?
Read Answer Asked by David on August 26, 2024