Q: Your thoughts on these 2 stocks please.
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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 day,
It seems your outlook on ANET has changed from Nov 2nd to Nov 5th, going from ‘not that compelling’ to a strong US idea. Can you give some context pls. Thx as always for terrific service
It seems your outlook on ANET has changed from Nov 2nd to Nov 5th, going from ‘not that compelling’ to a strong US idea. Can you give some context pls. Thx as always for terrific service
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Arista Networks Inc. (ANET)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
Q: Good Morning
Could you please provide your top 6 US picks regardless of sector.
Thank you
Could you please provide your top 6 US picks regardless of sector.
Thank you
Q: Hi Guys,
Can I please get your opinion of Arista Networtks (ANET). Thanks
Dave
Can I please get your opinion of Arista Networtks (ANET). Thanks
Dave
- Garmin Ltd. (Switzerland) (GRMN)
- Intuitive Surgical Inc. (ISRG)
- Veeva Systems Inc. Class A (VEEV)
- Fortinet Inc. (FTNT)
- Cognex Corporation (CGNX)
- Arista Networks Inc. (ANET)
- Incyte Corporation (INCY)
Q: Can you please provide a few of your favourite US companies with low beta, high ROE and no debt that would be worth buying now for long term growth? Thanks
Q: After the recent crash of this company how think the stock will preform, and why?
Thx.
Thx.
Q: Which one of these two stocks would you prefer and why. Thanks for your great service!
Q: What is your opinion on Arista Networks
Q: I have some extra cash to deploy for US growth stocks, how would you rank these when it comes to the best opportnity for purchase right now?
Thanks,
Thanks,
Q: Hello 5i, I hold the following US stocks: AMZN, SQ, NVDA, PAYC, ADBE, ANET, CRM, TNDM. I would like to buy: GRUB, ISRG, ILMN, FTNT, TEAM.
Do you see any of the current holdings that could/should be sold to purchase some or all of the new? I have an above average risk tolerance, a long time frame and a focus on strong growth.
Do you see any of the current holdings that could/should be sold to purchase some or all of the new? I have an above average risk tolerance, a long time frame and a focus on strong growth.
- Adobe Inc. (ADBE)
- Dollarama Inc. (DOL)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- NFI Group Inc. (NFI)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Arista Networks Inc. (ANET)
Q: Hello 5i,
Could you please tell me the expected earnings increases ,if any, over the next 12-18 months of the above mentioned companies?
Thanks
Dave
Could you please tell me the expected earnings increases ,if any, over the next 12-18 months of the above mentioned companies?
Thanks
Dave
- Biogen Inc. (BIIB)
- FLIR Systems Inc. (FLIR)
- Cognex Corporation (CGNX)
- Arista Networks Inc. (ANET)
- Nektar Therapeutics (NKTR)
- Rapid7 Inc. (RPD)
Q: I hold the above and they all had favorable comments from 5i on growth at one point. Is growth still intact? Do you see anything that's changed in the companies or the environment that would affect any of these? They are inside an RSP for long term growth. TIA!
Q: Hello 5i gang,
What is your opinion on ANET for a full position buy now?
Thanks,
Ken
What is your opinion on ANET for a full position buy now?
Thanks,
Ken
Q: Thoughts on Arista Networks?
Also, if I bought this company back in January for a long-term hold how much homework do I need to do moving forward? The volatility doesn't bother me I just never know when a pullback is due to a long term structural issue or short term trading activity. There is a lot of noise out there!
Also, if I bought this company back in January for a long-term hold how much homework do I need to do moving forward? The volatility doesn't bother me I just never know when a pullback is due to a long term structural issue or short term trading activity. There is a lot of noise out there!
Q: ANET getting killed this morning down over 10 percent. probably in part due to the downgrade. Is growth story still intact or is competition killing it? still a buy/hold or is it time to sell?
TIA!
TIA!
Q: I've held GOOGL for a while in my TFSA and it has performed well for me. I'm concerned about GOOGL being impacted by the FB data issue so I'm looking to sell and replace with something else in the tech sector. Something with good cash flow - maybe a MSFT or ADBE? My other tech holdings consist of full positions in AAPL, CSU, OTEX, and ACN. Any recommendations from the team? Thanks in advance!!
- Micron Technology Inc. (MU)
- NVIDIA Corporation (NVDA)
- Align Technology Inc. (ALGN)
- Arista Networks Inc. (ANET)
- Just Eat Takeaway.com N.V. (GRUB)
Q: Hello Peter/5I Research
Please give me your 5 top large US company that has the most potential for growth with no other consideration.
Thank for your excellent service and advice.
Claudio
Please give me your 5 top large US company that has the most potential for growth with no other consideration.
Thank for your excellent service and advice.
Claudio
Q: Hi 5i,
Are both still regarded well by your team? What would you consider good entry points?
TIA
Are both still regarded well by your team? What would you consider good entry points?
TIA
- Netflix Inc. (NFLX)
- Mastercard Incorporated (MA)
- Align Technology Inc. (ALGN)
- Arista Networks Inc. (ANET)
- Just Eat Takeaway.com N.V. (GRUB)
Q: I want to invest 20 K USD into my TFSA portion of US stocks.
I already have FB 3.6%,SHOP 6.1%,CGNX 5.1%,AMZN 3.3%,NVDA 4.7%, SQ 4.7%.
Im thinking of buying MA & NFLX. Please provide me with an idea of 2 or 3 additonal
US stocks with growing trend like the one I mentioned in my portfolio. What is your
opinion of adding MA & NFLX in contest of my existing US portfolio.
THANKS ANDREW.
I already have FB 3.6%,SHOP 6.1%,CGNX 5.1%,AMZN 3.3%,NVDA 4.7%, SQ 4.7%.
Im thinking of buying MA & NFLX. Please provide me with an idea of 2 or 3 additonal
US stocks with growing trend like the one I mentioned in my portfolio. What is your
opinion of adding MA & NFLX in contest of my existing US portfolio.
THANKS ANDREW.
Q: Hello 5i
Could I have our thoughts on ANET recent earnings and whether you think the selloff is over done?
Thanks
Dave
Could I have our thoughts on ANET recent earnings and whether you think the selloff is over done?
Thanks
Dave