Q: Please comment on the qtrly results and outlook.
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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: Do you know why trading in RSI was halted?
Thanks
Ian
Thanks
Ian
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Cintas Corporation (CTAS)
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Fastenal Company (FAST)
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Dover Corporation (DOV)
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W.W. Grainger Inc. (GWW)
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United Rentals Inc. (URI)
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TFI International Inc. (TFII)
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TerraVest Industries Inc. (TVK)
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Ulta Beauty Inc. (ULTA)
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SiteOne Landscape Supply Inc. (SITE)
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Lumina Gold Corp. (LUM)
Q: I’m trying to pick three companies from the list above to purchase as part of a balanced fund for the long term.
Which three would you recommend? Thanks
Which three would you recommend? Thanks
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Royal Bank of Canada (RY)
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Suncor Energy Inc. (SU)
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TC Energy Corporation (TRP)
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Sun Life Financial Inc. (SLF)
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Dollarama Inc. (DOL)
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Kinaxis Inc. (KXS)
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Premium Brands Holdings Corporation (PBH)
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Savaria Corporation (SIS)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
Q: Can you please provide your thoughts on the stocks listed for a RESP that will start to draw down in 4 years? In addition to these positions the portfolio has a good core position in CDN, US and INTL large cap ETFs. Any that you would get rid of now? If so, please provide alternatives (both Cdn and US).
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Eli Lilly and Company (LLY)
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Celestica Inc. (CLS)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Axon Enterprise Inc. (AXON)
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Eagle Materials Inc (EXP)
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Powell Industries Inc. (POWL)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
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Lumine Group Inc. (LMN)
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Nextracker Inc. (NXT)
Q: Thanks to 5i, over the recent past, I have DCA these stocks, holding less than 5% with room to add based on your advice.
a) 3% - AXON VRT HPS ISRG LMN
b) 2% - BKNG CLS LLY NVDA CELH
c) 1% - POWL NXT EXP
Please rank those that you would be comfortable adding to [DCA] now - with target percentages. For example, would you add to AXON first and, if so, to what percentage.
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a) 3% - AXON VRT HPS ISRG LMN
b) 2% - BKNG CLS LLY NVDA CELH
c) 1% - POWL NXT EXP
Please rank those that you would be comfortable adding to [DCA] now - with target percentages. For example, would you add to AXON first and, if so, to what percentage.
.
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Elastic N.V. (ESTC)
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Shift4 Payments Inc. Class A (FOUR)
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Duolingo Inc. (DUOL)
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Cellebrite DI Ltd. (CLBT)
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Lumine Group Inc. (LMN)
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Nextracker Inc. (NXT)
Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?
Q: Lumine has had a good run. I would like purchase it but am hesitating due to its recent increase in share price. Should I wait for volatility or purchase at current price?
Thanks
Thanks
Q: Hi 5i Team,
Pls comment on Elastic N.V. Qtr earning and this company going forward, do you still like it, is it still a buy?
Thank you .
Pls comment on Elastic N.V. Qtr earning and this company going forward, do you still like it, is it still a buy?
Thank you .
Q: Why is Starbucks having such a hard time? The price is where it was at in 2020. Not moving much. I thought they recently reported decent results.
Q: If you could choose only 1 US stock to invest your entire portfolio in for 10 years, which one would you invest in today? (clearly you would never recommend only 1 stock for an entire portfolio, but if you were forced to, which stock do you have the most faith that it could likely beat the S&P500 index over that time period?)
Q: In my previous question I asked for your STN latest Q report evaluation. You stated it is coming but i haven't seen it yet.
Q: Hi Peter and 5i,
Who's your pick for the more growth over the next 5 years between TCS & LMN?
Thanks so much.
Who's your pick for the more growth over the next 5 years between TCS & LMN?
Thanks so much.
Q: Please comment on BTB.un and their recent financials including any going forward comments you may have. Thank you.
Q: May I have your thoughts on BWXT’s latest quarter released yesterday? They are up about 11.5% today so I’m assuming a solid beat. How’s their debt level, are they paying it down? Any thoughts you have would be appreciated.
Regards,
Jim
Regards,
Jim
Q: I have a very small amount invested in ETHX.B and my 22 year-old son is convinced I should have more invested in ethereum. I am a value investor in my 60s and just don't get cryptocurrency. Your comments appreciated regarding the future of ethereum.
Thanks!
Thanks!
Q: Would you please give me your evaluation of FLGT's recent quarter. On the surface it appears quite positive, however the stock is down 10%. Was it their guidance that turned the market sour? I am also perplexed - they state they carry $28/share in cash and marketable securities yet the stock is trading at $23 implying that when you strip out cash the business is worth NEGATIVE $148,000,000. Does this mean the market believes something is fundamentally wrong with the business and/or management? Finally, as a shareholder should I be running for the hills or is this a case of the market mispricing an asset?
Many thanks
Scott
Many thanks
Scott
Q: hi all: LMAT
lamaitre vascular
can you give me your input and outlook for this one?
thanks in advance
lamaitre vascular
can you give me your input and outlook for this one?
thanks in advance
Q: Please comment on the financial results of ACM Research (ACMR); your outlook for the company; and whether you'd consider it buyable. Thanks.
Q: seems to be on a downturn-reports seemed ok prior- could you comment ?
Q: From your point of view, what are the pros and cons of Buffett's preferred ''operating earnings'' metric versus industry-conventionn ''net earnings''?
Thanks
Thanks