Q: Medpace has not had a great day after its earnings release. Has the market reaction been overdone? Is it time to move on to something else or hold on for some recovery? If its time to move on, what would you recommend in the health care field that has better growth prospects?
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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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Alphabet Inc. (GOOG $342.32)
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United Rentals Inc. (URI $974.41)
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Axon Enterprise Inc. (AXON $397.12)
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Medpace Holdings Inc. (MEDP $410.54)
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Oklo Inc. Class A (OKLO $71.00)
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Nebius Group N.V. (NBIS $147.16)
Q: Oklo has been an excellent stock for me with huge gains. I have taken profits along the way. Looks like a possible correction started. Would it be a good time to move onto something else. If so, could you give me three or four stocks to consider
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Intuitive Surgical Inc. (ISRG $482.22)
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Eli Lilly and Company (LLY $883.96)
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ResMed Inc. (RMD $219.85)
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Medpace Holdings Inc. (MEDP $410.54)
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The Ensign Group Inc. (ENSG $189.16)
Q: Hi,
With the purpose of investing in the health sector, which stocks would you consider now for best growth, either in the U.S or Canadian market, for the next 3 to 5 years ?
In addition, which are your high conviction stocks in the sector ?
Gratefully,
Jacques IDS
With the purpose of investing in the health sector, which stocks would you consider now for best growth, either in the U.S or Canadian market, for the next 3 to 5 years ?
In addition, which are your high conviction stocks in the sector ?
Gratefully,
Jacques IDS
Q: What do you make of their earnings for the last quarter? It seems like a beat with positive guidance. What is the reason for the additional pullback today when the markets are increasing today? Is this stock still worth holding?
Regards,
Brendan
Regards,
Brendan
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $99.34)
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Restaurant Brands International Inc. (QSR $110.60)
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Domino's Pizza Inc (DPZ $367.83)
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Medpace Holdings Inc. (MEDP $410.54)
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Topicus.com Inc. (TOI $96.01)
Q: I'm asking for 5i's opinion on your current (5) best asset-light company ideas - Canadian and / or American - that have:
- financial stability
- strong competitive position today and into the future
- in a sector that is not threatened by disruption
- attractive valuation at today's prices
Hopefully not a lot to ask. Thanks for your service.
- financial stability
- strong competitive position today and into the future
- in a sector that is not threatened by disruption
- attractive valuation at today's prices
Hopefully not a lot to ask. Thanks for your service.
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Paychex Inc. (PAYX $89.82)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $99.34)
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Restaurant Brands International Inc. (QSR $110.60)
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Domino's Pizza Inc (DPZ $367.83)
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Medpace Holdings Inc. (MEDP $410.54)
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Topicus.com Inc. (TOI $96.01)
Q: Operating metrics (FCF, ROE, margins, etc.) for PAYX seem quite strong - it seems to be an asset-light business, dividend grower and compounder. However, it's at the same price as 3 years ago and has been underperforming the S&P for the same period. Am I missing something? What are your thoughts for PAYX and is it worthwhile for initiating a position at some level you would suggest?
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NVIDIA Corporation (NVDA $208.27)
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TerraVest Industries Inc. (TVK $137.83)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $277.73)
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Advanced Micro Devices Inc. (AMD $347.81)
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Domino's Pizza Inc (DPZ $367.83)
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Medpace Holdings Inc. (MEDP $410.54)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $402.46)
Q: I currently hold the following securities in my TFSA:
AMD - 8.89 %
BAM - 7.76 %
BN - 12.99 %
CROX - 12.59 %
GSY - 16.11 %
IFC - 9.07 %
LMN - 12.16 %
TFII - 9.78 %
TOI - 8.86 %
In 2024 I added IFC and TFII to the portfolio. Thank you.
AMD is the only holding in the red. What is your opinion on AMD's future prospects?
Looking for ideas on where to invest the 2025 contributions. Add to an existing position or take on a new holding?
Thank you for the great service (just renewed my membership)
Happy New Year.
Francisco
AMD - 8.89 %
BAM - 7.76 %
BN - 12.99 %
CROX - 12.59 %
GSY - 16.11 %
IFC - 9.07 %
LMN - 12.16 %
TFII - 9.78 %
TOI - 8.86 %
In 2024 I added IFC and TFII to the portfolio. Thank you.
AMD is the only holding in the red. What is your opinion on AMD's future prospects?
Looking for ideas on where to invest the 2025 contributions. Add to an existing position or take on a new holding?
Thank you for the great service (just renewed my membership)
Happy New Year.
Francisco
Q: Medpace is down approx. 135$ in the last three months.Is it attractive here at 325$?
Q: Can you comment on the recent price performance and outlook for Medpace’s?
Q: Your comments please on their recent quarterly results and the market reaction - a 20% drawdown.
Thanks,
Thanks,
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XPO Inc. (XPO $223.68)
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e.l.f. Beauty Inc. (ELF $66.28)
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Kinsale Capital Group Inc. (KNSL $345.08)
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Saia Inc. (SAIA $442.44)
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Medpace Holdings Inc. (MEDP $410.54)
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Advanced Drainage Systems Inc. (WMS $151.97)
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TopBuild Corp. (BLD $453.71)
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Onto Innovation Inc. (ONTO $307.86)
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Celsius Holdings Inc. (CELH $34.59)
Q: Hi, this is a group of the top S&P performers for the last five years. Although I don't know what the next few months will bring, the first year after a general US election is normally very bullish. Still I'm nervous buying anything that's gone up so much. Can you pick 4 of these choices you think still have long term growth potential without insane volatility?
Q: Can you provide your comments and outlook for this name
Q: Hello 5i Team,
Could you please comment on MEDP's earnings and guidance. Do you consider it a buy, hold or sell? Are there better alternatives in this space?
Thank you!
Could you please comment on MEDP's earnings and guidance. Do you consider it a buy, hold or sell? Are there better alternatives in this space?
Thank you!
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Alphabet Inc. (GOOG $342.32)
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NVIDIA Corporation (NVDA $208.27)
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Medpace Holdings Inc. (MEDP $410.54)
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Lantheus Holdings Inc. (LNTH $84.33)
Q: Is it time to take a break from Alphabet for a while or is this going to be the bottom? Seems like there might be some better places to be for now. If yes, what would you choose right now? Thanks
Q: Both of these health care stocks fell significantly after reporting what appear to be decent earnings. They are both expensive -- less so now -- and high valuation stocks are currently being punished. But the drops seem overly harsh. Could you please comment on their earnings and guidance. Is this a good time to buy? Thanks.
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Intuitive Surgical Inc. (ISRG $482.22)
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Johnson & Johnson (JNJ $227.50)
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Globus Medical Inc. Class A (GMED $94.87)
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Guardant Health Inc. (GH $88.91)
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Medpace Holdings Inc. (MEDP $410.54)
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Fulgent Genetics Inc. (FLGT $16.31)
Q: I want exposure to health. Looking for growth in the next 5 years. Can you please rate these companies in term of growth in next 5 years, starting with the most potential? And what is a good entry point for them?
Feel free to suggest any other health care stock that offer growth as well. Thank you very much.
Feel free to suggest any other health care stock that offer growth as well. Thank you very much.
Q: Hello,
What are your thoughts on buying this company?
What are your thoughts on buying this company?