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!
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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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Microsoft Corporation (MSFT $513.21)
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Oracle Corporation (ORCL $304.96)
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Vertiv Holdings LLC Class A (VRT $136.08)
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Nebius Group N.V. (NBIS $89.70)
Q: Any reason for the 10% increase in its price today?
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Broadcom Inc. (AVGO $360.58)
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Clorox Company (The) (CLX $124.61)
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Danaher Corporation (DHR $190.20)
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Altria Group Inc. (MO $64.70)
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Merck & Company Inc. (MRK $80.86)
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Oracle Corporation (ORCL $304.96)
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Prudential Financial Inc. (PRU $101.95)
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Constellation Brands Inc. (STZ $135.22)
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Thermo Fisher Scientific Inc (TMO $482.66)
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UnitedHealth Group Incorporated (DE) (UNH $341.39)
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United Rentals Inc. (URI $946.32)
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Berkshire Hathaway Inc. (BRK.B $489.53)
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Palantir Technologies Inc. (PLTR $170.22)
Q: Good Morning Everyone,
I’ve heard a stat that claims that ~80% of the returns since “liberation day” have come from 10 stocks. (MAG 7, PLTR, ORCL, AVGO)
Is this true? Is this unusual?
May I have 10 each of your favourite CAN and US value stocks to look at please?
Thank you!
I’ve heard a stat that claims that ~80% of the returns since “liberation day” have come from 10 stocks. (MAG 7, PLTR, ORCL, AVGO)
Is this true? Is this unusual?
May I have 10 each of your favourite CAN and US value stocks to look at please?
Thank you!
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Amazon.com Inc. (AMZN $234.84)
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Alphabet Inc. (GOOG $251.96)
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Alphabet Inc. (GOOGL $251.65)
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NVIDIA Corporation (NVDA $175.06)
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International Business Machines Corporation (IBM $256.00)
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Oracle Corporation (ORCL $304.96)
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Nebius Group N.V. (NBIS $89.70)
Q: I have an oversized position in Alphabet. Could you offer some alternatives, yet staying in the similar tech industry, and whose prices seem reasonably priced.
Thanks,
Thanks,
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NVIDIA Corporation (NVDA $175.06)
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Goldman Sachs Group Inc. (The) (GS $786.34)
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Oracle Corporation (ORCL $304.96)
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Robinhood Markets Inc. (HOOD $117.14)
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Advanced Micro Devices CDR (CAD Hedged) (AMD $29.78)
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Fundstrat Granny Shots US Large Cap ETF (GRNY $24.62)
Q: Hi there, I asked a question about this etf and you responded with a link to a previously asked question but that precious question isn’t about the etf I was referring to. Thanks!
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NVIDIA Corporation (NVDA $175.06)
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Seagate Technology Holdings PLC (STX $209.86)
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NextEra Energy Inc. (NEE $70.51)
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Oracle Corporation (ORCL $304.96)
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Advanced Micro Devices Inc. (AMD $160.32)
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Pure Storage Inc. Class A (PSTG $87.01)
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Super Micro Computer Inc. (SMCI $44.96)
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Veritiv Corporation (VRTV)
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Vistra Corp. (VST $208.60)
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Datadog Inc. (DDOG $134.85)
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Palantir Technologies Inc. (PLTR $170.22)
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Snowflake Inc. (SNOW $217.08)
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Constellation Energy Corporation (CEG $325.35)
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Nebius Group N.V. (NBIS $89.70)
Q: I'm thinking that we are still in early innings of the AI / Data Centre / Power Consumption game. Assuming that to be true, I'm trying to figure out the best strategy to capitalize on this opportunity. So, what are the top 3 to 5 sectors & their companies you would curate in a portfolio to "win" this series over the long term and why? I would appreciate your valuable insight once again. Thank you.
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Alphabet Inc. (GOOG $251.96)
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Oracle Corporation (ORCL $304.96)
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Tesla Inc. (TSLA $418.21)
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Cadence Design Systems Inc. (CDNS $348.61)
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Palantir Technologies Inc. (PLTR $170.22)
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Constellation Energy Corporation (CEG $325.35)
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ISHARES BITCOIN TR (IBIT $66.22)
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Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $101.72)
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Circle Internet Group Inc. Class A (CRCL $135.63)
Q: Hi 5i, Would you buy (today) these stocks for a 3-5 years hold ? & in which order would you buy them, which ones would drop off this list.
thanks
thanks
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NVIDIA Corporation (NVDA $175.06)
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Goldman Sachs Group Inc. (The) (GS $786.34)
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Oracle Corporation (ORCL $304.96)
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Advanced Micro Devices Inc. (AMD $160.32)
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Robinhood Markets Inc. (HOOD $117.14)
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GE Vernova Inc. (GEV $617.02)
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Circle Internet Group Inc. Class A (CRCL $135.63)
Q: Happy Summer day 5i Community :
Over the weekend watched a YouTube video of Tom Lee's interview with Korean news, Tom mentioned "GRNY" his recently inception ETF:Fundstrat Granny Shots US Large Cap ETF which runs a concentrated 35 large cap stocks, and has been out performed "QQQ" & "MAGS" so far this year. Could I have your opinion of this ETF if it is worth to give a try and rick facts associated with it please?
Thanks,
Over the weekend watched a YouTube video of Tom Lee's interview with Korean news, Tom mentioned "GRNY" his recently inception ETF:Fundstrat Granny Shots US Large Cap ETF which runs a concentrated 35 large cap stocks, and has been out performed "QQQ" & "MAGS" so far this year. Could I have your opinion of this ETF if it is worth to give a try and rick facts associated with it please?
Thanks,
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Salesforce Inc. (CRM $239.46)
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Oracle Corporation (ORCL $304.96)
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Descartes Systems Group Inc. (The) (DSG $140.00)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $201.24)
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TECSYS Inc. (TCS $34.19)
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ServiceNow Inc. (NOW $933.81)
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Qualys Inc. (QLYS $132.44)
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Synopsys Inc. (SNPS $425.63)
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Galaxy Digital Inc. Class A common stock (GLXY $42.60)
Q: Hi,
In your answer to Neil yesterday, you said that there are numerous high growth software companies that remain down 20%.+ Could you name several you like, both US and Canadian? Thank you Mike.
In your answer to Neil yesterday, you said that there are numerous high growth software companies that remain down 20%.+ Could you name several you like, both US and Canadian? Thank you Mike.
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Microsoft Corporation (MSFT $513.21)
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Oracle Corporation (ORCL $304.96)
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Tesla Inc. (TSLA $418.21)
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Palo Alto Networks Inc. (PANW $201.35)
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Jabil Inc. (JBL $212.61)
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CrowdStrike Holdings Inc. (CRWD $445.68)
Q: Please, For tax loss would you provide some proxy ideas for
CAN: CLS & US: TSLA MSFT CRWD.
Thanks you
CAN: CLS & US: TSLA MSFT CRWD.
Thanks you
Q: I am thinking of investing in orcle or meta. Which one do you think would be the best choice?
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Oracle Corporation (ORCL $304.96)
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Descartes Systems Group Inc. (The) (DSG $140.00)
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Kinaxis Inc. (KXS $184.92)
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SAP SE ADS (SAP $253.99)
Q: what 3 metrics do you use to value DSG. compare these to the last 3 years is DSG close to a duopoly. if not name their major competitors. thanks Richard
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Amazon.com Inc. (AMZN $234.84)
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Alphabet Inc. (GOOG $251.96)
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Microsoft Corporation (MSFT $513.21)
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Oracle Corporation (ORCL $304.96)
Q: Hi 5i, would appreciate your thoughts on GOOG taking, out, WIZ?
Thx
Thx
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Alphabet Inc. (GOOGL $251.65)
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Oracle Corporation (ORCL $304.96)
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Sprott Physical Gold Trust (PHYS $38.99)
Q: Good day
At what price point would you say Alphabet, Oracle and PHYS.CA are screaming buys. If it is easier you can use the price of gold in US instead of PHYS. Your opinion would be greatly appreciated. Thanks
At what price point would you say Alphabet, Oracle and PHYS.CA are screaming buys. If it is easier you can use the price of gold in US instead of PHYS. Your opinion would be greatly appreciated. Thanks
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Meta Platforms Inc. (META $771.52)
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Microsoft Corporation (MSFT $513.21)
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Oracle Corporation (ORCL $304.96)
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Arista Networks Inc. (ANET $141.53)
Q: Thoughts on Anet ? Thank You
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NVIDIA Corporation (NVDA $175.06)
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Oracle Corporation (ORCL $304.96)
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Vertiv Holdings LLC Class A (VRT $136.08)
Q: Nvidia has been a ten bagger for me and I’m obviously ecstatic with this momentum. I’ve trimmed with my original stake at just under 100.00. It’s about ten percent of my portfolio. I know you don’t advise on individual portfolios but might it be wise to trim more and diversify further within the sector with Oracle! I also own Vertiv Holdings. Thanks. Your support and knowledge have been tremendously helpful over the years.
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Oracle Corporation (ORCL $304.96)
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Advanced Micro Devices Inc. (AMD $160.32)
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Cadence Design Systems Inc. (CDNS $348.61)
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CrowdStrike Holdings Inc. (CRWD $445.68)
Q: Morning you fabulous people,
My TFSA is heavily tilted toward tech and growth.
I'm gearing up for 2025. I see Orcl has had a healthy small consolidation.
I already own the big players. Is Oracle a buy in its current range?
Outside of the mag7, PANW, ANET, AVGO.
Do you have a compelling buy to add at a reasonable valuation in the broad tech sector.
Please deduct accordingly.
Thank you so much.
My TFSA is heavily tilted toward tech and growth.
I'm gearing up for 2025. I see Orcl has had a healthy small consolidation.
I already own the big players. Is Oracle a buy in its current range?
Outside of the mag7, PANW, ANET, AVGO.
Do you have a compelling buy to add at a reasonable valuation in the broad tech sector.
Please deduct accordingly.
Thank you so much.
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F5 Inc. (FFIV $323.60)
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NVIDIA Corporation (NVDA $175.06)
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PayPal Holdings Inc. (PYPL $66.90)
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Bristol-Myers Squibb Company (BMY $46.29)
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Eli Lilly and Company (LLY $768.14)
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Oracle Corporation (ORCL $304.96)
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Walmart Inc. (WMT $103.65)
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Fortinet Inc. (FTNT $79.92)
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EVINE Live Inc. (EVLV $8.46)
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Datadog Inc. (DDOG $134.85)
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Vertiv Holdings LLC Class A (VRT $136.08)
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Sprout Social Inc (SPT $14.44)
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monday.com Ltd. (MNDY $194.90)
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Uranium Energy Corp. (UEC $12.47)
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Symbotic Inc. (SYM $51.27)
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Arm Holdings plc (ARM $153.76)
Q: Hello 5i,
We are in sync with the theory that hardware stocks will slow down and software will be the next phase. Which stocks from this group would you purchase today if not owned. We will assume that those not mentioned may be purchased on a pull-back. Of the list, are there any stocks that you would swap out for another stock?
WMT, NVDA, VRT, FTNT, GDDY, EVLV, SPT, UEC, FFIV, PYPL, SYM, BMY, LLY, APPF, ARM, MNDY, ORCL
Thank you for your help.
D&J
We are in sync with the theory that hardware stocks will slow down and software will be the next phase. Which stocks from this group would you purchase today if not owned. We will assume that those not mentioned may be purchased on a pull-back. Of the list, are there any stocks that you would swap out for another stock?
WMT, NVDA, VRT, FTNT, GDDY, EVLV, SPT, UEC, FFIV, PYPL, SYM, BMY, LLY, APPF, ARM, MNDY, ORCL
Thank you for your help.
D&J
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Broadcom Inc. (AVGO $360.58)
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Alphabet Inc. (GOOG $251.96)
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Microsoft Corporation (MSFT $513.21)
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NVIDIA Corporation (NVDA $175.06)
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Salesforce Inc. (CRM $239.46)
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Oracle Corporation (ORCL $304.96)
Q: In replying to Dave's question on CRM you ended answer with "We generally view CRM positively and think it's valuation at 25x forward earnings is fair, although there are higher growth opportunities at similar multiples. We would be fine switching from CRM into another mega-cap tech name. "
Please list your top 5. Thx
Please list your top 5. Thx
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Salesforce Inc. (CRM $239.46)
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Oracle Corporation (ORCL $304.96)
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Palantir Technologies Inc. (PLTR $170.22)
Q: If you were to replace CRM, what would you replace it with?
Thanks for your service!
Thanks for your service!