Investment Q&A

• General Motors Company (GM)
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• Lamb Weston Holdings Inc. (LW)
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Q: Hello,

Looking to start a position in one of these companies. Good entry point?

I believe the CFO of GM recently indicated they will be buying back quite a few shares, and will continue to do so (if share price remains undervalued). Can I get your opinion on both? Looking to hold for a long time.

Thank you.

Upvote 2

Read Answer Asked by Satish on July 29, 2024

• The Trade Desk Inc. (TTD)
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• Builders FirstSource Inc. (BLDR)
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• Aspen Aerogels Inc. (ASPN)
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Q: Would you consider investing in these securities at this time? I hold the first two in my accounts, and am considering purchasing the third.
Thank you.

Upvote 4

Read Answer Asked by Catherine Ann on July 29, 2024

• Blink Charging Co. (BLNK)
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Q: help me understand were the money will be made building selling infrastructure and product would the leasing of their charging stations have decent potential and were do you see them rated in this space

Upvote 1

Read Answer Asked by cliff on July 29, 2024

• Edwards Lifesciences Corporation (EW)
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Q: What are your thoughts on Edwards LifeSciences (EW) in light of the punishment it’s receiving today in the market? It’s down 29% at the time of writing (July 25). Is the reaction unjustified and a buying opportunity?

Upvote 1

Read Answer Asked by Brian on July 27, 2024

• Vanguard Dividend Appreciation FTF (VIG)
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• Schwab US Dividend Equity ETF (SCHD)
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Q: I've decided to buy VIG and SCHD to increase my US portion of my portfolio. What is a fair entry point for them? I tend to wait until stocks go "on sale" but have watched these go up and up over the last few months. VIG's top holdings are Apple and Microsoft, so if the Tech sell-off continues it could go down. SCHD has not hit it's all time high but is getting close. What are your thoughts? Thanks so much!

Upvote 3

Read Answer Asked by Pat on July 26, 2024

• Eli Lilly and Company (LLY)
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Q: Hello 5i: I ask about LLY with the big drop today caused by the Viking Therapeutics announcement. I will appreciate your comments. Sincerely. Barbara

Upvote 6

Read Answer Asked by Barbara on July 26, 2024

• Lamb Weston Holdings Inc. (LW)
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Q: Can i have your revised assessment of Lamb Weston ? In the past you had indicated that it was a stable business, but would you still recommend buying LW given the recent results released which have been interpreted as significantly negative.

Thanks again - John C

Upvote 2

Read Answer Asked by john on July 26, 2024

• Open Text Corporation (OTEX)
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• B2Gold Corp. (BTO)
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• Roku Inc. (ROKU)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Have these stocks, which are all down, in a TFSA. Are they worth holding for the next 6-12 months or would you sell and move on?

Upvote 3

Read Answer Asked by Pat on July 26, 2024

• lululemon athletica inc. (LULU)
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Q: Thoughts on the drop today and whether this is a good entry given analysts apparently going sour on this name. LULU, like NKE, seems to have tremendous brand loyalty.

Upvote 3

Read Answer Asked by Thomas on July 26, 2024

• Cellebrite DI Ltd. (CLBT)
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• Cellebrite DI Ltd. Warrants (CLBTW)
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Q: Peter; Can you comment on this company- momentum, earnings etc. are the warrants priced reasonably assuming analysts estimates ? Thanks.
Rod

Upvote 1

Read Answer Asked by Rodney on July 26, 2024

• Chipotle Mexican Grill Inc. (CMG)
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Q: With the share price almost 25% down in the last month following the share split would you consider this restaurant chain as a good investment for the long term ? Also what do you think of yesterday numbers ? Thanks !

Upvote 5

Read Answer Asked by jean on July 26, 2024

• KKR Real Estate Finance Trust Inc. (KREF)
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Q: KREF's near term earnings prospects seem quite buoyant. Is it worth further investigation?
Best regards,

David

Upvote 1

Read Answer Asked by David on July 26, 2024

• Otis Worldwide Corporation When Issued (OTIS)
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Q: May I have your opinion on OTIS and in particular it's growth profile. Thanks.

Upvote 1

Read Answer Asked by Gerry on July 26, 2024

• Apple Inc. (AAPL)
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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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• CrowdStrike Holdings Inc. (CRWD)
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• Vertiv Holdings LLC Class A (VRT)
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• Celsius Holdings Inc. (CELH)
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Q: A number of good names in US have significantly pulled back recently. Do you consider the names above buys at current prices? What order would you be buying these names, is there any of these names you would wait for better entry points? Please deduct credits appropriately.

Thanks
Tim

Upvote 31

Read Answer Asked by Timothy on July 26, 2024

• Applied Materials Inc. (AMAT)
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• Micron Technology Inc. (MU)
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• NVIDIA Corporation (NVDA)
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• QUALCOMM Incorporated (QCOM)
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• ON Semiconductor Corporation (ON)
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• Marvell Technology Inc. (MRVL)
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• Dell Technologies Inc. Class C (DELL)
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• Vertiv Holdings LLC Class A (VRT)
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Q: On a scale from 1 to 10, what number would you assign the following eight stocks where 10 represents the most upside and 1 the least, and what letter grade would you give them where an A represents the least risk and an F the most?

NVDA, VRT, MU, DELL, QCOM, MRVL, ON, AMAT

Upvote 20

Read Answer Asked by Brian on July 26, 2024

• Roper Technologies Inc. (ROP)
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• United Rentals Inc. (URI)
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Q: Hi,
Have held ROP for many years and done well. Can you please comment on recent earnings which clearly street not happy with. What are your thoughts on a switch from ROP to URI, a company I have wanted to buy for a long time? What is good price for URI? Thank you!

Upvote 2

Read Answer Asked by Neil on July 26, 2024

• iShares Russell 2000 Growth ETF (IWO)
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• iShares S&P/TSX SmallCap Index ETF (XCS)
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• Vanguard Small Cap Growth ETF (VBK)
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• ISHARES TRUST (IJT)
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Q: Hi there,

Can you comment on the strength of small and mid caps going forward and give me 1 US and 1 Cdn etf to look at?

Ok thanks!

Upvote 3

Read Answer Asked by Robert on July 26, 2024

• Ulta Beauty Inc. (ULTA)
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Q: Ulta Beauty keeps dropping - it's down 20% from same time last year, and I'm down 26%. Do you see a concerning trend? Do you think the funds would be better deployed elsewhere? Thanks!

Upvote 6

Read Answer Asked by Kim on July 25, 2024

• Constellation Energy Corporation (CEG)
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Q: What's going on with CEG lately? Any news regarding the recent drop?

Upvote 2

Read Answer Asked by Max on July 25, 2024

• Alphabet Inc. (GOOG)
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• General Dynamics Corporation (GD)
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• Roper Technologies Inc. (ROP)
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• The Trade Desk Inc. (TTD)
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Q: Any reason for the decline in price today,would you buy any today and in what order thanx

Upvote 5

Read Answer Asked by andre on July 24, 2024