Q: what is your current opinion on goog ? I have a small holding but has advanced to 1200 today I am in at 790
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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: Could you please provide more details with regards to the 120 million tax assessment by the IRS? Is this a concern?
Thanks
Dave.
Thanks
Dave.
Q: I bought Intel some time ago and thought of keeping it for a long time. But it seems to go just one way...down. Is there any competitor to Intel that I should look at instead?
Thanks
Margita
Thanks
Margita
Q: Hi there,
Do you have an opinion on these 2 blockchain ETF's from Reality Shares:
BLCN, BCNA?
Thanks
Do you have an opinion on these 2 blockchain ETF's from Reality Shares:
BLCN, BCNA?
Thanks
Q: In your answer to a question today where the member had a higher risk tolerance you suggested BOX was a good American choice. I've noted you have done this in the past. Please explain to me why you are so positive on the potential of this company and give me a bit more detail regarding exactly what services the company provides. Once again I can't thank you enough for your services.
Q: I should no better than to get 'hungry' for a stock i've been eyeballing for a while the week it announces its earnings but we probably wouldn't have a market if we ALL acted rationally.
I am tempted to buy before they announce. Your thoughts on my irrational needs ( and anything else to inform the cause).
Much thanks,
Mark
I am tempted to buy before they announce. Your thoughts on my irrational needs ( and anything else to inform the cause).
Much thanks,
Mark
Q: Could I get your thoughts on Broadcom’s recent acquisition? The stock is taking a hit, would you hang on for the long term or sell to avoid further loss?
Q: Your thoughts on the reason for the gains and is this a strong company. Tks
Q: please comment on Firan's Q2 including how it stacked up against expectations.
Q: Hi Ryan
I have been trying to formulate an investment thesis regarding the impending roll out of 5G and am wondering if 5i has developed any ideas as how to invest in this technology. Noticed a few commentators have indicated that the best way would not necessarily be with the telcos but rather with the "picks and shovels" providers like chip makers or contract manufacturers.
Also, read an interesting piece the other day on SA regarding CCI in the US positioning itself for 5G.
Thanks for your insight
Brad
I have been trying to formulate an investment thesis regarding the impending roll out of 5G and am wondering if 5i has developed any ideas as how to invest in this technology. Noticed a few commentators have indicated that the best way would not necessarily be with the telcos but rather with the "picks and shovels" providers like chip makers or contract manufacturers.
Also, read an interesting piece the other day on SA regarding CCI in the US positioning itself for 5G.
Thanks for your insight
Brad
Q: Good Morning!
Please provide your analysis of Open Text for 2-3 year investment period. Is this a buy or hold at current valuations? Thank you.
Please provide your analysis of Open Text for 2-3 year investment period. Is this a buy or hold at current valuations? Thank you.
Q: I notice that DBX is declining today while most tech companies are doing well. I’m wondering what the reason is for the relative weakness and if that’s a bad sign. What’s the valuation like after the drop?
Also, in a recent answer you referred to BOX and DBX as the two best in their sector. Did you mean “cloud computing” as a sector? Perhaps you could name a few of their rivals to give me a better idea of what you meant. Thanks.
Also, in a recent answer you referred to BOX and DBX as the two best in their sector. Did you mean “cloud computing” as a sector? Perhaps you could name a few of their rivals to give me a better idea of what you meant. Thanks.
Q: Hi team,
Would you prefer KXS or ENGH for a long term hold in the tech sector and why?
Thanks,
Keith
Would you prefer KXS or ENGH for a long term hold in the tech sector and why?
Thanks,
Keith
Q: Hi All, I have a 30 yr old son who is very bullish on cryptocurrency. He is quite excited about a new product, similar to "acorn" which I believe operates as a trading platform in the form of a downloadable app., and allows trade, buy, sell crypto with ease. I think I know your answer, but what do you think of investing in this idea? Is there an existing platform?
2nd question - What can you tell me about Clovyr? Does it trade on the TSX or DOW?
Thank you! The 5i team has helped me invest wisely over the years, and sleep well at night. I appreciate your research and members questions.
2nd question - What can you tell me about Clovyr? Does it trade on the TSX or DOW?
Thank you! The 5i team has helped me invest wisely over the years, and sleep well at night. I appreciate your research and members questions.
Q: Is 5G going to be an investment opportunity for us? Any company recommendations?
Q: Good day,
You had a fairly neutral comment on ZEBRA (ZBRA) two years ago. Has your view changed since then ?
It seems difficult to find interesting stock (high potential growth, reasonably secure) in the industrial sector now. Would AVAV, BOOM, NSP, NVEE be good choices or what else you recommend ?
Many many thanks,
JD
You had a fairly neutral comment on ZEBRA (ZBRA) two years ago. Has your view changed since then ?
It seems difficult to find interesting stock (high potential growth, reasonably secure) in the industrial sector now. Would AVAV, BOOM, NSP, NVEE be good choices or what else you recommend ?
Many many thanks,
JD
- Photon Control Inc. (PHO)
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Micron Technology Inc. (MU)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Block Inc. Class A (SQ)
Q: Hi !
I invest mostly in growth stocks but with 28% of my portfolio in tech, I may be overloaded in this sector. My present holdings are: CSU (2.7%) PHO (2.5%) KXS (3.2%) SHOP (3.5%) ADBE (3.1%) FB (2.7%) GOOG (2.6%) MU (1.8%) NVDA (2.2%) SQ (3.%). If I were to reduce the number of holdings as well as my tech %, on which stocks would you suggest to concentrate, identifying those with most growth potential and those more risky ? Are there any other stocks better suited to my goal ? Or should I stay the course here ?
Thank you for your good attention,
JD
I invest mostly in growth stocks but with 28% of my portfolio in tech, I may be overloaded in this sector. My present holdings are: CSU (2.7%) PHO (2.5%) KXS (3.2%) SHOP (3.5%) ADBE (3.1%) FB (2.7%) GOOG (2.6%) MU (1.8%) NVDA (2.2%) SQ (3.%). If I were to reduce the number of holdings as well as my tech %, on which stocks would you suggest to concentrate, identifying those with most growth potential and those more risky ? Are there any other stocks better suited to my goal ? Or should I stay the course here ?
Thank you for your good attention,
JD
Q: Can you comment on the Chinese court temporarily banning MU chip sales. Should I still hold or time to sell? Thanks
Q: I bought a small position of ICHR @$33.50 base on its low PE and high ROE a few months ago. Unfortunately the share price has behaved poorly with negative momentums. Please advise if the stock is worth for continue hold and possible reasons for poor performance. Thank you.
Bill
Bill
Q: CDAY has been on my radar since the IPO. I know that Lululemon uses the"dayforce" software for managing employee scheduling and forecasting labour needs. How long would you usually allow a company to trade after an IPO before getting interested. Where did the IPO come out and what do you think of the current valuation and future growth potential. What is your opinion of the balance sheet.
Thanks team,
Thanks team,