Q: On December 10 5i recommended UBER to a member seeking a few US industrial. names. First off I thought UBER was in the tech sector but more importantly, it's stock in the past year has risen a paltry 5.5% and has fallen over 10% in the past month. Hardly a robust record during a pretty good year for these sectors. Why the recommendation?
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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: Dear 5-i:
In answer to a question on Dec 6 concerning Waymo, your reply was that it was a buying opportunity. I bought!! How material is the news today concerning GM. Should I sell and forget the loss.
Thanks, BEN.
In answer to a question on Dec 6 concerning Waymo, your reply was that it was a buying opportunity. I bought!! How material is the news today concerning GM. Should I sell and forget the loss.
Thanks, BEN.
Q: Judging by the price slide in Uber's stock investor sentiment seems to suggest that earnings will be significantly impacted by the Waymo move. Have analysts adjusted their earnings estimates for next year?
Would you consider the current price a good entry point?
Mike
Would you consider the current price a good entry point?
Mike
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Old Dominion Freight Line Inc. (ODFL $208.35)
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Uber Technologies Inc. (UBER $70.48)
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Jacobs Solutions Inc. (J $122.87)
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RTX Corporation (RTX $201.56)
Q: Hello Team,
According 5i Portfolio Analysis, I need to increase US Industrials. Could you suggest three names please.
Thank you!
According 5i Portfolio Analysis, I need to increase US Industrials. Could you suggest three names please.
Thank you!
Q: What have they done that has the Feds are looking at them . This caused the shares to drop $ 7.00 today,
Should I buy it RAK
Should I buy it RAK
Q: Where so many growth companies have been on fire over the last 6-8 months, UBER's price is the same as it was in February of this year. What would have to happen to spark a resurgence in this stock...and how likely is this to occur over the next 6-8 months? With so many other opportunities out there, I'm having difficulty justifying holding on to UBER. Thank you.
Q: I currently hold a 1.75% position in UBER and 2.65% position in CLBT, both in registered accounts. Considering selling UBER to top up CLBT to 4.4%. Can you please comment on comparative prospects for both (risk/reward) and indicate - if this were your portfolio - if you would be inclined to build a full position in CLBT. Thank you.
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Autodesk Inc. (ADSK $218.45)
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Intel Corporation (INTC $62.38)
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NVIDIA Corporation (NVDA $188.63)
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QUALCOMM Incorporated (QCOM $128.06)
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Trimble Inc. (TRMB $64.77)
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Aptiv PLC (APTV $59.65)
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Leidos Holdings Inc. (LDOS $152.88)
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Lyft Inc. (LYFT $13.23)
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Uber Technologies Inc. (UBER $70.48)
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Luminar Technologies Inc. (LAZR)
Q: Besides TSLA and GOOG, what would be some companies that will benefit the most from autonomous vehicles?
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Booking Holdings Inc. (BKNG $173.46)
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Canadian National Railway Company (CNR $152.26)
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Canadian Pacific Kansas City Limited (CP $111.69)
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Constellation Software Inc. (CSU $2,295.18)
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Restaurant Brands International Inc. (QSR $105.73)
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Celestica Inc. (CLS $486.28)
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Alimentation Couche-Tard Inc. (ATD $77.83)
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Premium Brands Holdings Corporation (PBH $85.40)
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TerraVest Industries Inc. (TVK $125.19)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $215.66)
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Ulta Beauty Inc. (ULTA $520.38)
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Vitalhub Corp. (VHI $6.97)
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Construction Partners Inc. (ROAD $118.86)
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LendingTree Inc. (TREE $41.38)
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Uber Technologies Inc. (UBER $70.48)
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Vertiv Holdings LLC Class A (VRT $295.11)
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Airbnb Inc. (ABNB $128.96)
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Cellebrite DI Ltd. (CLBT $11.03)
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AppFolio Inc. (APPF $143.34)
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UFP Technologies Inc. (UFPT $201.25)
Q: What are your current top 5 US and Canadian growth and value stocks to purchase for long term?
Thanks
Thanks
Q: I own an equal weight of UBER in my portfolio but none of TSLA. Could you please describe the correlation between UBER and TSLA. It seems that when TSLA rises UBER falls. Is this simply sentiment, anticipation of policy changes from the future US government, or is it related to actual fundamentals? Thanks as always for your excellent service.
Q: Good afternoon. Today, in answering a question comparing Uber and ISRG, you implied that Uber was a cyclical company (or at least that is how I understood your answer). But I don't understand how or why Uber would be considered cyclical. Can you clarify?
Q: Looking at both UBER and ISRG. Please rate them for both growth and risk on a scale of 1-10 (10 being high) and indicate your favourite of the two if purchased today with reasons why. Thank you.
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Shake Shack Inc. Class A (SHAK $98.61)
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Uber Technologies Inc. (UBER $70.48)
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DoorDash Inc. (DASH $152.58)
Q: Hi,
Which one of the three would you expect to bounce back in the short term. Any one of them that you would not invest in?
Regards
Which one of the three would you expect to bounce back in the short term. Any one of them that you would not invest in?
Regards
Q: Hi- could i get your take on UBER earnings ? Was the sell off warranted- would you add to a position at this level. forward P/E of 50 seems a bit rich
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Freeport-McMoRan Inc. (FCX $67.80)
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JPMorgan Chase & Co. (JPM $309.87)
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United Rentals Inc. (URI $771.93)
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Crocs Inc. (CROX $99.76)
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Eagle Materials Inc (EXP $199.47)
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Reliance Inc. (RS $322.20)
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Uber Technologies Inc. (UBER $70.48)
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Jacobs Solutions Inc. (J $122.87)
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RTX Corporation (RTX $201.56)
Q: Please provide me with 3 each US Industrials and Materials.
Also would appreciated 3 more us stocks you would recommend that are not expensive. So many have gone up and are now near the top. Please provide me with best of breed US companies that still have room to run.
Also would appreciated 3 more us stocks you would recommend that are not expensive. So many have gone up and are now near the top. Please provide me with best of breed US companies that still have room to run.
Q: What do you make of the Financial Times report that Uber (UBER-N) explored a possible bid for Expedia? Would this be good for Uber stock price….even though it is down this morning?
Q: Hello,
Uber and CRWD have grown nicely to reach levels of 10%+ in my portfolio. I know that you cannot personalize but so my question is whether a prudent move with companies like these are to let them run completely or pare down to a comfortable number. If lightening is preferred, what would be optimal? If one or the other is safer to keep at a high % please feel free to answer separately for each.
Uber and CRWD have grown nicely to reach levels of 10%+ in my portfolio. I know that you cannot personalize but so my question is whether a prudent move with companies like these are to let them run completely or pare down to a comfortable number. If lightening is preferred, what would be optimal? If one or the other is safer to keep at a high % please feel free to answer separately for each.
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Apple Inc. (AAPL $260.48)
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Alphabet Inc. (GOOGL $317.24)
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NVIDIA Corporation (NVDA $188.63)
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Booking Holdings Inc. (BKNG $173.46)
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Crocs Inc. (CROX $99.76)
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Uber Technologies Inc. (UBER $70.48)
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TransMedics Group Inc. (TMDX $114.00)
Q: Hello 5i,
NVDA is our largest position. GOOGL is 2nd and AAPL is 5th . With potential headwinds for GOOGL (except for Waymo) and AAPL (lower sales and China bs), would it be prudent to trim a full position of GOOGL and/or AAPL to a ¾ or ½ position and reallocate funds to other stocks?
We have a few options for those funds. Sector allocation is not important.
Increase positions in 1 or 2 of: CROX, ASPN, TMDX, CLBT, UBER, AMD, AVGO
Add new positions in 1 or 2 of: CECO, CRM, SMCI, VRT, SNOW, AAON, BKNG
Thank you
D&J
NVDA is our largest position. GOOGL is 2nd and AAPL is 5th . With potential headwinds for GOOGL (except for Waymo) and AAPL (lower sales and China bs), would it be prudent to trim a full position of GOOGL and/or AAPL to a ¾ or ½ position and reallocate funds to other stocks?
We have a few options for those funds. Sector allocation is not important.
Increase positions in 1 or 2 of: CROX, ASPN, TMDX, CLBT, UBER, AMD, AVGO
Add new positions in 1 or 2 of: CECO, CRM, SMCI, VRT, SNOW, AAON, BKNG
Thank you
D&J
Q: In 2022 you had no interest in GRAB, based in Singapour. Do you have any interest now?
Q: Thoughts on investing in Serve Robotics (SERV: Q) as a complement to UBER, with potentially greater upside, for investing in robotic delivery systems.