Q: Any news on why LNTH is down so much today?
Read AnswerInvestment 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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The Trade Desk Inc. (TTD)
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Super Micro Computer Inc. (SMCI)
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Perion Network Ltd (PERI)
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Digital Turbine Inc. (APPS)
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Lantheus Holdings Inc. (LNTH)
Q: Re your answer to Adam on APPS.
Throw the towel in and buy what instead?
Thanks
Sheldon
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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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Crocs Inc. (CROX)
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Lantheus Holdings Inc. (LNTH)
Q: Most of the quarterly results are now out and there have been some >10% moves up or down. Some were justified and others were overreactions or possibly some profit taking. Based on that, what would be your 5 top buys for each of Canadian and US markets looking out 2-3 years?
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Q: I’m fed up with PayPal and am planning on selling at a loss. Could you please give me your too pick for a growth stock listed in the USA? It can be anything in any sector. Thank you,
Jason
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Axon Enterprise Inc. (AXON)
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Celsius Holdings Inc. (CELH)
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eXp World Holdings Inc. (EXPI)
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Lantheus Holdings Inc. (LNTH)
Q: What are your current thoughts on EXPI and its recent earnings report? Do you see it as a strong recovery potential and would you add to a position that is down 66% with a current weight of 0.5%? Or do you think it is time to move on to other names that you have higher conviction in (please suggest some other US names)?
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Booking Holdings Inc. (BKNG)
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Lowe's Companies Inc. (LOW)
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Philip Morris International Inc (PM)
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Crocs Inc. (CROX)
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Extra Space Storage Inc (EXR)
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Axos Financial Inc. (AX)
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Perion Network Ltd (PERI)
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Airbnb Inc. (ABNB)
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Lantheus Holdings Inc. (LNTH)
Q: I am looking to build a concentrated US equity portfolio. Could you please identify your favs [greater than 5% allocation] for each of Income, Balanced and Growth portfolios [and, if possible for Quality portfolio].
Thank you.
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Illumina Inc. (ILMN)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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Veeva Systems Inc. Class A (VEEV)
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Real Matters Inc. (REAL)
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Roku Inc. (ROKU)
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DocuSign Inc. (DOCU)
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Alteryx Inc. Class A (AYX)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Guardant Health Inc. (GH)
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Enthusiast Gaming Holdings Inc. (EGLX)
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Perion Network Ltd (PERI)
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Unity Software Inc. (U)
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Lantheus Holdings Inc. (LNTH)
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AcuityAds Holdings Inc. (ILLM)
Q: I’m significantly underwater on these stocks. Can you please advise which ones you’d hold, and which ones you’d sell? Can you please also give 5 growth stocks in Canada and 5 in the US that you are high on right now in place of the above?
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Illumina Inc. (ILMN)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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DexCom Inc. (DXCM)
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Perion Network Ltd (PERI)
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Lantheus Holdings Inc. (LNTH)
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IJTiShares S&P Small-Cap 600 Growth ETF (IJT)
Q: Recently trimmed NVDA to bring position weight back in line. For US, any sector, what are a few top picks for a TFSA? And then how would IJT compare for growth potential and risk?
Thanks.
Q: Peter; What are the street estimates for LNTH next week ? Thanks.
Rod
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Crocs Inc. (CROX)
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Perion Network Ltd (PERI)
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InMode Ltd. (INMD)
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Lantheus Holdings Inc. (LNTH)
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Hudson Technologies Inc. (HDSN)
Q: Q1
Could you please rank from your six highest conviction CAD mid-cap stocks for a 5-year plus hold.
Q2
Could you please rank your six highest conviction CAD small-cap stocks for a 5-year plus hold.
Q3
Could you please rank your six highest conviction US small-cap stocks for a 5-year plus hold.
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Perion Network Ltd (PERI)
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InMode Ltd. (INMD)
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Lantheus Holdings Inc. (LNTH)
Q: I have followed your recommandation to buy CROX in 2022 and held on during the continuing blood bath. I bought more and now sits on a 70% gain and holding on. Thank you very much. Do you see another diamond in the rough in the midcap space? Please suggest 3 names with rationale and possibly good entry price.
Thank again for your great services.
Yves
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Snap Inc. Class A (SNAP)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Perion Network Ltd (PERI)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Aehr Test Systems (AEHR)
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Lantheus Holdings Inc. (LNTH)
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Lumine Group Inc. (LMN)
Q: Have a couple of stocks in LSPD and SNAP that have performed poorly over the last year. Was thinking about replacing with Lumine Group and AEHR. Do you think a trade like this would make sense. Would there be other stocks that have high upside that you would also consider? Thank you
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Q: Good Morning
For a long term hold which do you prefer Crocs or Lantheus
Thank you
Q: Does the large amount of insider selling recently , especially with earnings report soon, send a signal
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Perion Network Ltd (PERI)
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Digital Turbine Inc. (APPS)
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Upstart Holdings Inc. (UPST)
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Lantheus Holdings Inc. (LNTH)
Q: What is your long term view on these two companies? Is their structure, management, and financial condition such that holding on to them makes sense?
Do you have replacement suggestions that will likely surge ahead in more promising market conditions? Thank you.
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Apple Inc. (AAPL)
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Alphabet Inc. (GOOGL)
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Illumina Inc. (ILMN)
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Microsoft Corporation (MSFT)
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Booking Holdings Inc. (BKNG)
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Visa Inc. (V)
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Constellation Software Inc. (CSU)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Lantheus Holdings Inc. (LNTH)
Q: Hi folks,
I am looking to add 3 of CSU, AAPL, MSFT, GOOGL or VISA for some growth to my otherwise conservative RRSP portfolio. May I have your 3 recommendations that could add some "zip" to my RRSP account. Looking at a 10 year time frame.
Thanks,
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Block Inc. Class A (SQ)
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Twilio Inc. Class A (TWLO)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Perion Network Ltd (PERI)
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Digital Turbine Inc. (APPS)
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Lantheus Holdings Inc. (LNTH)
Q: Hi team ,
I am holding onto smaller positions of the following names which I am down huge on : Sq, Twlo, Apps. I have held these through the tech wreck riding them to the ground. My question is do I keep holding onto them at this point waiting for more recovery , or do I consolidate them and buy a different position? If they are sells, what would be your most promising names to buy today? Some I were looking at were Ats, Crox , Bn. Thanks .
Shane
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Bank of America Corporation (BAC)
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goeasy Ltd. (GSY)
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NIO Inc. American depositary shares each representing one Class A (NIO)
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Crocs Inc. (CROX)
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Perion Network Ltd (PERI)
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Berkshire Hathaway Inc. (BRK.B)
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iShares U.S. Technology ETF (IYW)
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Celsius Holdings Inc. (CELH)
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iShares U.S. Infrastructure ETF (IFRA)
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Global X S&P 500 Covered Call ETF (XYLD)
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Lantheus Holdings Inc. (LNTH)
Q: Hi
We still have 500 shares of GSY in our RRSP accounts
Thinking of selling and buying BAC. Both are beaten up. However I am thinking BAC
has a better chance of recovering in a shorter time frame with less government interference.
Your comments or other suggestions in the US are most welcome.
We already have CROX, BRK.B, CELH, PERI, NIO, INMD, LNTH, IFRA,XYLD, IYW
Thank you
Mike
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Fiserv Inc. (FISV)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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AbbVie Inc. (ABBV)
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ConocoPhillips (COP)
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Mastercard Incorporated (MA)
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Marsh & McLennan Companies Inc. (MMC)
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Visa Inc. (V)
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Advanced Micro Devices Inc. (AMD)
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MercadoLibre Inc. (MELI)
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Texas Pacific Land Corporation (TPL)
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STMicroelectronics N.V. (STM)
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Arista Networks Inc. (ANET)
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Arthur J. Gallagher & Co. (AJG)
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Kinsale Capital Group Inc. (KNSL)
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Brown & Brown Inc. (BRO)
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Lantheus Holdings Inc. (LNTH)
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Cheniere Energy Inc. (LNG)
Q: Hi there,
I'd like to own 8 companies listed in the USA (but not necessarily USA based companies). The holding period can be 5 - 10 years or more as I am many years from retirement. I would like to focus on companies that have a moat and pricing power and strong earnings growth now and anticipated future earnings growth.
I am leaning towards an oil company, an insurance company, a resource company, a semi conductor or 'tech' stock, and the financial services industry. I want to avoid stocks de jour as I got badly burned this year in things like upstart, apps, and unity, although I understand that upstart may benefit from AI and I am open to considering that one as well.
I am considering: Abbv, Lnth, Sanofi, ISRG, Visa, Fisv, Nvda, STmicroelectronics NV, Sea Limited, Meli, and Anet, Mckesson Corp, Oxy or COP, among others.
I am not asking for a full report on any of the names above, just trying to throw a few names out that I was looking at. I am also open to etfs.
What would be your top 8 picks (not necessarily the ones I've mentioned)? I am okay with risk. Thank you,
Jason
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Adobe Inc. (ADBE)
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Autodesk Inc. (ADSK)
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Alphabet Inc. (GOOG)
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Illumina Inc. (ILMN)
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Intuit Inc. (INTU)
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Booking Holdings Inc. (BKNG)
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PayPal Holdings Inc. (PYPL)
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United Rentals Inc. (URI)
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Block Inc. Class A (SQ)
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Etsy Inc. (ETSY)
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Axon Enterprise Inc. (AXON)
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Pinterest Inc. Class A (PINS)
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CrowdStrike Holdings Inc. (CRWD)
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Unity Software Inc. (U)
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Lantheus Holdings Inc. (LNTH)
Q: Hi 5i Team,
I’m down on all the above stocks as follows CRWD Down 36%, ETSY down 40%, PINS down 52%, PYPL down 64%, SQ down 72% and U down 77%.
With a 2 to 3 year horizon which of these are worth holding and which once I should sell and can you suggest US replacements and not necessarily in the same asset class. Just good stable companies that have good growth potential to outperform the indexes.
Take as many credits as you feel necessary.
Thanks
Joe