Q: enghouse reports next week,what s the market onsensus?Thx
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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: Hi,
I would like to get your opinion on whether the Horizon ROBO ETF is a good investment in AI, robotics, automation at this time? Alternatively, do you prefer a company specific approach in this industry and if yes, which companies do you suggest in Canada and/or US?
Thanks for your invaluable service!
I would like to get your opinion on whether the Horizon ROBO ETF is a good investment in AI, robotics, automation at this time? Alternatively, do you prefer a company specific approach in this industry and if yes, which companies do you suggest in Canada and/or US?
Thanks for your invaluable service!
Q: Good day and continued thanks for your knowledge and advice.
BOTZ YTD Return is around 55%. What am I missing here and why wouldn't someone jump in for a year or three and see how it goes?
BOTZ YTD Return is around 55%. What am I missing here and why wouldn't someone jump in for a year or three and see how it goes?
Q: Would you be a buyer at today’s price or would you wait and see for the time being as this rotation on tech bares out. Is it possible a company such as amazon or something could make an offer for shop anytime soon? Thx.
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Spectra7 Microsystems Inc. (SEV)
Q: Hi 5i team, what's ur thoughts on AI/AR/VR stocks. would you recommend any ?is there any canadian companies in this category to consider for my TFSA.
Q: Way back when, the NASDAQ
crashed. I believe it was called dot.com bubble. It took years to recover. The NASDAQ is picking up speed on the down side. How much longer do you think this will last? On Shopify - Dec. 4 on Market Call a technical analyst answering a question on it, said he would sell and buy back later but you wait 30 days and a lot can happen. Your opinion. Thanks Dennis
crashed. I believe it was called dot.com bubble. It took years to recover. The NASDAQ is picking up speed on the down side. How much longer do you think this will last? On Shopify - Dec. 4 on Market Call a technical analyst answering a question on it, said he would sell and buy back later but you wait 30 days and a lot can happen. Your opinion. Thanks Dennis
Q: LITE is very weak today. I don't see any news to account for it. Any thoughts? Also, would you hold or sell at this level. I'm about even on the stock so no ties to it. Thanks
Q: Morning 5i
I'm surprised there aren't any recent questions about CGNX. Any reasons for the recent slide? Does the split have anything to do it? And what do you think we can look forward to moving forward? Is it a sell, hold or buy in your opinion?
Thanks for all you do
gm
I'm surprised there aren't any recent questions about CGNX. Any reasons for the recent slide? Does the split have anything to do it? And what do you think we can look forward to moving forward? Is it a sell, hold or buy in your opinion?
Thanks for all you do
gm
Q: I’m considering selling my Open Text and purchasing Cisco Systems as it’s been a steady advancer and pays a nice 3% dividend.
Your thoughts on this switch?
Thnx 5i
Your thoughts on this switch?
Thnx 5i
Q: IPAY is a niche US ETF. Its MER is higher than I like to pay however it is likely the nature of the beast. Do you folks know of any other mobile payments ETFs out there worth researching? Thank you in advance.
Q: Hi 5i, are you still bullish on ICHR? Just wondering if there have been any developments that are causing the price to fall.
Q: Thank you for continued great support and unbiased opinions.
I plotted a few favourite 5i Technology stocks with high P/Es along with the Vanguard Information Technology ETF (NYSEARCA:VGT). Except for CSU (crazy +ve outlier),
they all cluster closely in returns over the long-term (i.e. 15+ years).
So, why bet on a few horses with such risk (P/E > 50) when one can own the track, make about the same return, with much less risk (P/E = 6.6)?
I think we all understand the advantages of ETFs in general, but considering the high P/Es specifically in the Tech sector, it really begs the question above. Thank you.
I plotted a few favourite 5i Technology stocks with high P/Es along with the Vanguard Information Technology ETF (NYSEARCA:VGT). Except for CSU (crazy +ve outlier),
they all cluster closely in returns over the long-term (i.e. 15+ years).
So, why bet on a few horses with such risk (P/E > 50) when one can own the track, make about the same return, with much less risk (P/E = 6.6)?
I think we all understand the advantages of ETFs in general, but considering the high P/Es specifically in the Tech sector, it really begs the question above. Thank you.
- Amazon.com Inc. (AMZN)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- JD.com Inc. (JD)
Q: Hello,
I was reviewing the data available via TD Waterhouse including Thomson Reuters reports, and compared revenue and net income growth in the past 2 years of Amazon, vs Alibaba vs JD.com (all somewhat in the same industry but latter 2 in China).
My read is Alibaba and JD.com have significantly higher growth in both metrics than Amazon.
Would appreciate your review please and thanks.
Brian
I was reviewing the data available via TD Waterhouse including Thomson Reuters reports, and compared revenue and net income growth in the past 2 years of Amazon, vs Alibaba vs JD.com (all somewhat in the same industry but latter 2 in China).
My read is Alibaba and JD.com have significantly higher growth in both metrics than Amazon.
Would appreciate your review please and thanks.
Brian
- Meta Platforms Inc. (META)
- Oracle Corporation (ORCL)
- Twilio Inc. Class A (TWLO)
- Workday Inc. (WDAY)
- Palo Alto Networks Inc. (PANW)
Q: Hi Team, Recently, JP Morgan listed these 5 US companies as their top AI picks. Would these be 5iR's top five US AI picks? If yes, then can you rank order the picks for me. If not, what would your picks be and/or what would you add/subtract from the above 5. How would you rank order this revised list?
Thanks Team. Chris
Thanks Team. Chris
Q: I know you guys don't cover the U.S. market but could you give me your current view on Twitter?
Andy
Andy
Q: Hi Team, can I have your take on MRVL - Marvell Technology Group Ltd.
would this company be classified in the same industries as INTC, NVDA or TXN. Does it have a good growth prospect. I realize that you do not follow US stocks, but been hearing of this company for the first time in the last weeks and last couple days keeps coming up on US sites. Thank You in advance. Sam
would this company be classified in the same industries as INTC, NVDA or TXN. Does it have a good growth prospect. I realize that you do not follow US stocks, but been hearing of this company for the first time in the last weeks and last couple days keeps coming up on US sites. Thank You in advance. Sam
Q: A question today related to a CAD-hedged version of ROBO by Horizon. Please provide more details and the symbol . Thanks.
Q: Hi team, How would this news affect KEYS? Would this change your positive opinion of KEYS?
Thank you!
https://finance.yahoo.com/news/federal-district-court-rules-favor-154500992.html
Thank you!
https://finance.yahoo.com/news/federal-district-court-rules-favor-154500992.html
Q: I already own AMAT with good gains.
Would you be adding at this point perhaps MU or LRCX? Or do you think the industry had a good run and the gains are done? Is sentiment against them now or this is just a hiccup? I know only time will tell but I would value your take on it.
Would you be adding at this point perhaps MU or LRCX? Or do you think the industry had a good run and the gains are done? Is sentiment against them now or this is just a hiccup? I know only time will tell but I would value your take on it.
Q: What is your opinion on SHOP. It up it is down?