Q: PPL popped over 5% around 2 pm today on heavy volume, but i can't find any news (as of yet). Do you know why the jump in the share price?
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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: Hi 5i
What is your outlook for rddt today going forward, and who are the competitors for them With the current SP decline would this be an opportunity to start small position? At what price would 5i be interested.
Thx
What is your outlook for rddt today going forward, and who are the competitors for them With the current SP decline would this be an opportunity to start small position? At what price would 5i be interested.
Thx
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Adobe Inc. (ADBE $347.47)
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Meta Platforms Inc. (META $733.51)
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Alphabet Inc. (GOOGL $241.53)
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Microsoft Corporation (MSFT $522.40)
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Mastercard Incorporated (MA $564.55)
Q: I own the above listed US Stocks. Please rate each one as a BUY, HOLD or SELL and the reasons for your rating.
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Apple Inc. (AAPL $254.04)
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Amazon.com Inc. (AMZN $227.74)
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Broadcom Inc. (AVGO $345.02)
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Meta Platforms Inc. (META $733.51)
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Microsoft Corporation (MSFT $522.40)
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NVIDIA Corporation (NVDA $192.57)
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INVESCO QQQ Trust (QQQ $610.70)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $299.88)
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iShares U.S. Tech Independence Focused ETF (IETC $104.18)
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Roblox Corporation Class A (RBLX $126.43)
Q: Hi Team,
What are your thoughts on Fidelity Global Innovators ETF (FNN-T)?
Would you consider it a buy at the moment?
Are there any similar funds in the same category or style that you would recommend instead?
Thanks very much for your insights,
Jacques IDS
What are your thoughts on Fidelity Global Innovators ETF (FNN-T)?
Would you consider it a buy at the moment?
Are there any similar funds in the same category or style that you would recommend instead?
Thanks very much for your insights,
Jacques IDS
Q: Hi there, your updated thoughts on SNAP?
Thanks!
Thanks!
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Meta Platforms Inc. (META $733.51)
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Alphabet Inc. (GOOG $242.21)
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Microsoft Corporation (MSFT $522.40)
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NVIDIA Corporation (NVDA $192.57)
Q: Please name your top 4 companies that are into ART. Intelligence A/I. Brief reason for each pick. Take as many credits as necessary. Thanks. Helen
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Meta Platforms Inc. (META $733.51)
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NVIDIA Corporation (NVDA $192.57)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.88)
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iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $290.19)
Q: good morning 5i,
I know that your usual response to selling when capital gains tax is involved is to sell down until you can sleep at night. Well, when I pay taxes I cannot sleep at night? What is the solution? Currently, with Shopify, Nividia, Meta etc, I have very high capital gains. Some are up to 10 or 12 percent of my portfolio. Should I just bite the bullet and sell down to a reasonable holding? or, just sell up through the end of my next tax bracket? I know these are impossible questions to answer. I had a worker going up on my roof the other day and I was surprised to see him having a very lively conversation with himself about how he should or shouldn't place the ladder. At first I thought this odd. But realising the danger of going straight up 30 feet in the air on a bouncy ladder, I thought it maybe not too stupid. Sometimes I feel that these are not the right questions to be asking you, as they are practically impossible to answer. But, maybe we are talking to ourselves like the ladder guy. You always end up having something useful to say, though, none the less.
thanks
I know that your usual response to selling when capital gains tax is involved is to sell down until you can sleep at night. Well, when I pay taxes I cannot sleep at night? What is the solution? Currently, with Shopify, Nividia, Meta etc, I have very high capital gains. Some are up to 10 or 12 percent of my portfolio. Should I just bite the bullet and sell down to a reasonable holding? or, just sell up through the end of my next tax bracket? I know these are impossible questions to answer. I had a worker going up on my roof the other day and I was surprised to see him having a very lively conversation with himself about how he should or shouldn't place the ladder. At first I thought this odd. But realising the danger of going straight up 30 feet in the air on a bouncy ladder, I thought it maybe not too stupid. Sometimes I feel that these are not the right questions to be asking you, as they are practically impossible to answer. But, maybe we are talking to ourselves like the ladder guy. You always end up having something useful to say, though, none the less.
thanks
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Amazon.com Inc. (AMZN $227.74)
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Meta Platforms Inc. (META $733.51)
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NVIDIA Corporation (NVDA $192.57)
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Exchange Income Corporation (EIF $76.72)
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BMO S&P 500 Index ETF (ZSP $103.32)
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Axon Enterprise Inc. (AXON $734.04)
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Nebius Group N.V. (NBIS $132.64)
Q: My son currently has Meta (META), Nebius (NBIS), Amazon (AMZN), and EIF Corp (EIF) in his TFSA, plus an ETF (ZSP) for some diversity. It’s a small portfolio but he really wanted to hold some individual stocks and not just ETFs. Would you be comfortable adding Nvidia (NVDA) and Axon (AXON) at current prices? They are two of my favorite stocks in my non-registered account but I know the prices have really run up. Would you have any better suggestions? Thanks.
Q: Hello,
Can you please suggest an AI ETF as well as an AI infrastructure ETF (picks and shovels play where it does not include msft, meta etc which would be part of the AI etf). Much appreciated.
Can you please suggest an AI ETF as well as an AI infrastructure ETF (picks and shovels play where it does not include msft, meta etc which would be part of the AI etf). Much appreciated.
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Meta Platforms Inc. (META $733.51)
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Alphabet Inc. (GOOG $242.21)
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Monolithic Power Systems Inc. (MPWR $979.25)
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Pegasystems Inc. (PEGA $56.23)
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Applovin Corporation (APP $600.32)
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Genius Sports Limited (GENI $12.01)
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BlackSky Technology Inc. Class A (BKSY $29.95)
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Sportradar Group AG (SRAD $25.28)
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ODDITY Tech Ltd. (ODD $51.63)
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Nebius Group N.V. (NBIS $132.64)
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Sezzle Inc. (SEZL $81.69)
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Nvidia CDR (CAD Hedged) (NVDA $43.98)
Q: For a TFSA how would you rate this group. Willing to accept risk - looking for high return over 3-5 year period. Not tied to any If any not suitable, please suggest others. Bottom line - please advise your high conviction list of 7. Thank you.
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Meta Platforms Inc. (META $733.51)
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Alphabet Inc. (GOOG $242.21)
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NVIDIA Corporation (NVDA $192.57)
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Booking Holdings Inc. (BKNG $5,191.93)
Q: Hi group can you please give ne your top 2 picks (cad or us) in the top six sectors. Also rate them in order of preference c/w entry price and target % for each sector ...thanks
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Broadcom Inc. (AVGO $345.02)
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Meta Platforms Inc. (META $733.51)
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Intuitive Surgical Inc. (ISRG $443.76)
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Netflix Inc. (NFLX $1,231.07)
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NVIDIA Corporation (NVDA $192.57)
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Booking Holdings Inc. (BKNG $5,191.93)
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Axon Enterprise Inc. (AXON $734.04)
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CrowdStrike Holdings Inc. (CRWD $509.13)
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Palantir Technologies Inc. (PLTR $185.47)
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Hims & Hers Health Inc. Class A (HIMS $58.25)
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Robinhood Markets Inc. (HOOD $152.46)
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Skyward Specialty Insurance Group Inc. (SKWD $48.63)
Q: Hello 5i Team,
What are your top 12 growth-oriented US stocks to buy in a TFSA for a 3-5 year hold?
Thanks in advance for your always helpful advice!
What are your top 12 growth-oriented US stocks to buy in a TFSA for a 3-5 year hold?
Thanks in advance for your always helpful advice!
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Meta Platforms Inc. (META $733.51)
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Alphabet Inc. (GOOG $242.21)
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NVIDIA Corporation (NVDA $192.57)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.88)
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Advanced Micro Devices Inc. (AMD $232.89)
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Palantir Technologies Inc. (PLTR $185.47)
Q: Good morning 5i
I would like your advice on a covered call options strategy. To date I have been selling covered call options on stocks I already own, such as Nvidia, Meta, Google, Shopify, etc. I sell mostly three week to monthly expiry dates. I usual tend to buy back and roll out if the market price surpasses my strike price. ( which I have been doing more frequently, recently).
All of these stocks have very high embedded capital gains and i wouldn’t want to pay the tax if called away. So far buying back and rolling out has worked well, though.
But, I am looking at other strategies, such as buying two or three good stocks, such as amd , palientir, etc specifically to sell call options. Here being called away is not a problem, as one would have little capital gains tax and , say in the case of amd, wouldn’t miss losing it, since I hold Nvidia.
Another possibility is to sell call options on a relatively volatile etf, such as QQQ.
I highly appreciate your advice, as I do in all investing questions
I would like your advice on a covered call options strategy. To date I have been selling covered call options on stocks I already own, such as Nvidia, Meta, Google, Shopify, etc. I sell mostly three week to monthly expiry dates. I usual tend to buy back and roll out if the market price surpasses my strike price. ( which I have been doing more frequently, recently).
All of these stocks have very high embedded capital gains and i wouldn’t want to pay the tax if called away. So far buying back and rolling out has worked well, though.
But, I am looking at other strategies, such as buying two or three good stocks, such as amd , palientir, etc specifically to sell call options. Here being called away is not a problem, as one would have little capital gains tax and , say in the case of amd, wouldn’t miss losing it, since I hold Nvidia.
Another possibility is to sell call options on a relatively volatile etf, such as QQQ.
I highly appreciate your advice, as I do in all investing questions
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Meta Platforms Inc. (META $733.51)
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Kraken Robotics Inc. (PNG $6.07)
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Palantir Technologies Inc. (PLTR $185.47)
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Archer Aviation Inc. Class A (ACHR $12.66)
Q: Thank you for your continued source of guidance and information.
Which public companies that you are aware of have contracts or business relationships with the private company Anduril?
Thank you for your help
Terry
Which public companies that you are aware of have contracts or business relationships with the private company Anduril?
Thank you for your help
Terry
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Apple Inc. (AAPL $254.04)
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Amazon.com Inc. (AMZN $227.74)
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Meta Platforms Inc. (META $733.51)
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Alphabet Inc. (GOOG $242.21)
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Microsoft Corporation (MSFT $522.40)
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Netflix Inc. (NFLX $1,231.07)
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NVIDIA Corporation (NVDA $192.57)
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Booking Holdings Inc. (BKNG $5,191.93)
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Eli Lilly and Company (LLY $855.35)
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UnitedHealth Group Incorporated (DE) (UNH $367.69)
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United Rentals Inc. (URI $980.43)
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Tesla Inc. (TSLA $435.54)
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KKR & Co. Inc. (KKR $124.06)
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Advanced Micro Devices Inc. (AMD $232.89)
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Arista Networks Inc. (ANET $158.23)
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ASML Holding N.V. (ASML $980.54)
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Powell Industries Inc. (POWL $309.53)
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CrowdStrike Holdings Inc. (CRWD $509.13)
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Cellebrite DI Ltd. (CLBT $19.05)
Q: Good morning!
Mag 7 owned, UNH, AMD, URI, POWL, ASML, KKR, CLBT, LLY, ANET.
What are “your” top 3 US additions to this list? Thank you for all the incredible things here.
Mag 7 owned, UNH, AMD, URI, POWL, ASML, KKR, CLBT, LLY, ANET.
What are “your” top 3 US additions to this list? Thank you for all the incredible things here.
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Amazon.com Inc. (AMZN $227.74)
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Meta Platforms Inc. (META $733.51)
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Alphabet Inc. (GOOG $242.21)
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iShares Russell 2000 Growth ETF (IWO $326.74)
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Advanced Micro Devices Inc. (AMD $232.89)
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Uber Technologies Inc. (UBER $96.00)
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CrowdStrike Holdings Inc. (CRWD $509.13)
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Palantir Technologies Inc. (PLTR $185.47)
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SoFi Technologies Inc. (SOFI $28.45)
Q: All of these stocks I have positions in and would like to add only if the price is right. Can you give me a target number for each stock listed? CRWD, PLTR, SOFI, AMD, GOOG, IWO, META, AMZN, GSY, UBER, L, DOL. Take as many credits as you need. I'm 33 and these are for retirement so long term horizon.
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Meta Platforms Inc. (META $733.51)
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NVIDIA Corporation (NVDA $192.57)
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UnitedHealth Group Incorporated (DE) (UNH $367.69)
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Shopify Inc. (SHOP $163.87)
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CrowdStrike Holdings Inc. (CRWD $509.13)
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Brookfield Corporation Class A Limited Voting Shares (BN $94.68)
Q: Hi Team,
Over the past several years, as a general rule, one of the best buying opportunities seems to be buying quality, best in breed companies while they are down. Stocks such as NVDA, META, SHOP, BN, CRWD come to mind here where in the past we have seen significant sell offs but the quality names always seem to recover. My question is, are we witnessing this type of opportunity right now with UNH? In reality the name has been a steady eddy, reliable grower in the sector for years. Now...it loses over half it's market cap in a month? In my un-professional opinion this seems much too extreme to me for a company of this magnitude, with a long track record of success, and seemingly huge moat in the US. Is it time to start picking away at buying this name, collecting the now near 3% dividend, and sitting on it for the longer term? Collecting the div and having the name recover in say 3 years would calculate to a quite lucrative return. Thoughts?
Thanks,
Shane.
Over the past several years, as a general rule, one of the best buying opportunities seems to be buying quality, best in breed companies while they are down. Stocks such as NVDA, META, SHOP, BN, CRWD come to mind here where in the past we have seen significant sell offs but the quality names always seem to recover. My question is, are we witnessing this type of opportunity right now with UNH? In reality the name has been a steady eddy, reliable grower in the sector for years. Now...it loses over half it's market cap in a month? In my un-professional opinion this seems much too extreme to me for a company of this magnitude, with a long track record of success, and seemingly huge moat in the US. Is it time to start picking away at buying this name, collecting the now near 3% dividend, and sitting on it for the longer term? Collecting the div and having the name recover in say 3 years would calculate to a quite lucrative return. Thoughts?
Thanks,
Shane.
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Meta Platforms Inc. (META $733.51)
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Microsoft Corporation (MSFT $522.40)
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Arista Networks Inc. (ANET $158.23)
Q: Hi, could you comment on ANET's earnings, which I understood were about 10% ahead of estimates per share, and 2% or so more revenue. The stock appears to have taken a hit today on the report, so were there negative comments from the management on forward guidance? Something else I missed in the numbers?
Thanks!
Thanks!
Q: Can you discuss META as a company, and why you’re so bullish moving forward? Thanks
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Meta Platforms Inc. (META $733.51)
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Alphabet Inc. (GOOG $242.21)
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Digital Realty Trust Inc. (DLR $175.21)
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T-Mobile US Inc. (TMUS $226.21)
Q: Portfolio Analytics suggests a need to increase my allocation in utilities, real estate, communication services and consumer defensives. Could you give me your best 3 picks for each category, preferably on the TSX. If you feel the Canadian doesn't have very good choices, suggestions on the US market would be appreciated. Thanks.