Q: Thoughts about Mark Leonard agreeing to shareholders call to discuss AI impact on software ? Mark Leonard is breaking from his strategic playbook. Does CSU settle, rebound or plunge with the call ?
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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.
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Flex Ltd. (FLEX $56.63)
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Arista Networks Inc. (ANET $143.03)
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ASML Holding N.V. (ASML $873.71)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $263.12)
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Cloudflare Inc. Class A (NET $214.47)
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Applovin Corporation (APP $607.89)
Q: Hi,
I know, lots of names here - feel free to take extra points. These mostly looks pretty good to me technically and I believe they've had good earnings. Of the list which are your favourites? Do any have negative things to be aware of, and if buying what order might you accumulate them in?
Many thanks for all your helpful insight!
I know, lots of names here - feel free to take extra points. These mostly looks pretty good to me technically and I believe they've had good earnings. Of the list which are your favourites? Do any have negative things to be aware of, and if buying what order might you accumulate them in?
Many thanks for all your helpful insight!
Q: Can you evaluate the potential growth of SERV? I saw it as one of 16 names in AI that Wedbush was profiling as an under the radar play among larger players. Average target prices suggest 66% (from what Trade shows) upside which makes me skeptical. Is the autonomous delivery market big enough to justify this optimism? Small market cap and pretty flat this year. Worth a small position or too speculative?
Q: Regarding cash on the sidelines, I would be considered an agressive investor, retired, 100 % invested in equities usually, bias towards smaller growth and tech companies. Recently raised close to 15% cash, sitting in mm funds now. After the raise, the amount I have invested in stocks is the same as early July. Not sure what this cash will be used for, took some profits because from past experience " when it seems to good to be true", a shoe will be dropping sooner than later, maybe. I didnt raise cash waiting for a pull back to deploy, might happen, but wasnt the motivation. Guessing I'm not the only guy in this position. My question, in a scenerio where the US dollar and equties drop in tandem for a prolonged period, what investments would prosper?
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Amphenol Corporation (APH $118.74)
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Celestica Inc. (CLS $341.62)
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Comfort Systems USA Inc. (FIX $766.31)
Q: Hi again,
Like CLS, these stocks have risen quickly and might be overvalued. Like CLS, some analysts seem to think the ride can continue.
Would you be comfortable initiating a position, at which price and why, please?
Thank you
Like CLS, these stocks have risen quickly and might be overvalued. Like CLS, some analysts seem to think the ride can continue.
Would you be comfortable initiating a position, at which price and why, please?
Thank you
Q: Hello, do you have any plans to add a comparison option within that chart display when viewing a companies profile? This would be very useful when comparing different companies within the same industry and aid in researching companies on my buy list. Also, would be extremely helpful when comparing a CDR performance with its US listed twin to determine the impact of currency hedging on overall return over a period of time. Thanks for the great service that you provide.
Q: Given recent big leap in share prices of both companies, especially ORCL earnings were a slightly miss while NBIS's recent financing, both shares are still a buy now, or waiting for the hyper to be settled for a better entry point ? Thanks!
Q: Is there an ETF to invest in the Canadian Venture Exchange?
Q: Hello 5i
I thought I asked this question but maybe it didn’t go through.
The last question on ROOT you indicated it looked good but it was very expensive.
Now that it has dropped 30+% how does it look?
Thank you
Dave
I thought I asked this question but maybe it didn’t go through.
The last question on ROOT you indicated it looked good but it was very expensive.
Now that it has dropped 30+% how does it look?
Thank you
Dave
Q: 5I team: Have owned this name for several years in a TFSAwith a current yield of 3.5%.Would you double down or more to get a better yield or swap for something with more yield and growth potential.Any suggestions please and thanks Larry
Q: Hi, again
Can I have your top three picks for materials.
Thanks,
Robert
Can I have your top three picks for materials.
Thanks,
Robert
Q: 25 August I was still down %25 on HIVE and you suggested with good momentum it was probably not the time to exit. I was ready to cut my losses but held on and today am up 6% with a stop in place. Really appreciate the timely advice.
Q: I've been a member since 2013 and used to read all the Questions and Answers. Twelve years later, I cannot read them all - and don't have to thanks to your ranking feature!
Just wondering how many members you have subscribed to 5i...
Just wondering how many members you have subscribed to 5i...
Q: What would you consider a good entry price for Netflix today?
Q: Good Morning Peter, Ryan, and Team,
Could I get your opinion of ZJG ETF from BMO please ??
The large cap golds have done really well lately and my guess is that the Junior Gold space will really get it into gear moving forward.
If you have a better alternative to ZJG I would love to hear about it.
Thank you so much for your expertise. DL
Could I get your opinion of ZJG ETF from BMO please ??
The large cap golds have done really well lately and my guess is that the Junior Gold space will really get it into gear moving forward.
If you have a better alternative to ZJG I would love to hear about it.
Thank you so much for your expertise. DL
Q: I recall asking here why materials stocks, namely gold, were so low. Now with gold prices rocketing I am amusing myself with the opposite worry. I am holding this etf and see that it has had a meteoric rise. Do you think that this is a still a prudent investment or is there a better way to manage my materials exposure? Is gold unnecessarily high right now?
Q: Hey 5i it has been a number of years since a question was asked. Interested in an updated opinion as the insider buying caught my attention.
Q: What are your thoughts on this company and how it rates as an investment?
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Palo Alto Networks Inc. (PANW $203.06)
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Commvault Systems Inc. (CVLT $190.16)
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CrowdStrike Holdings Inc. (CRWD $446.48)
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MP Materials Corp. (MP $67.11)
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U.S. Global Technology and Aerospace & Defense ETF (WAR $25.12)
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Global X Defense Tech ETF (SHLD $66.16)
Q: Hello 5i,
Can you please select your top choices from the list below
USAR or MP or any other recommended rare earth company or ETF
WAR or SHLD
CVLT or PANW or CRWD
IS CRS the best stock for specialty metals. Does CRS fit in with the Rare Earth mining?
Thank you for your insight
D&J
Can you please select your top choices from the list below
USAR or MP or any other recommended rare earth company or ETF
WAR or SHLD
CVLT or PANW or CRWD
IS CRS the best stock for specialty metals. Does CRS fit in with the Rare Earth mining?
Thank you for your insight
D&J
Q: How many shares has CLS bought back this year? Were most shares bought in April after the market dip? Thx