Q: What are the key attributes of CLBT, that make it a top US non-tech small cap pick for 5i? Would you see CLBT as a takeover candidate, by someone like AXON? Would you buy CLBT now for a long term investment?
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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.
- Intuitive Surgical Inc. (ISRG)
- AbbVie Inc. (ABBV)
- Eli Lilly and Company (LLY)
- UnitedHealth Group Incorporated (DE) (UNH)
- iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
- Novo Nordisk A/S (NVO)
Q: My healthcare sector is very low. I will buying for within my TFSA account and wonder if the ETF XHC would be good ? I can also buy 3 US healthcare companies as I would have enough funds to do so. What would be the best 3 US healthcare companies you would buy if this is preferred over the EFT?
Thanks
Thanks
Q: if chrd purchase of erf is completed, do you think chrd would list on the tsx. If not would they possibly sell -off some canadian assets.
Q: I have been having a hard time pulling the trigger on Eli Lilly.
It has doubled in the last year.
I know that it is recommended, but it looks potentially overvalued.
Does there long term financials justify the current price?
Should I continue to wait for a pullback, that may never come;)
It has doubled in the last year.
I know that it is recommended, but it looks potentially overvalued.
Does there long term financials justify the current price?
Should I continue to wait for a pullback, that may never come;)
Q: Please provide your view on Baxter and the significance of the spinout(or sale) of the kidney division. The stock has finally gained some traction after a tough few years. Do you like it as a position in a diversified USD account?
Q: Hi folks
Awhile back (FEB 21)you answered my question about a few of my losers. I meant Medifast not Medgold. And you mention ELY..who are they? So what would your answer be now???
Much thanks
Awhile back (FEB 21)you answered my question about a few of my losers. I meant Medifast not Medgold. And you mention ELY..who are they? So what would your answer be now???
Much thanks
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: BAM and BN charts are almost the same and over 6 months there is only about a 1% difference in price appreciation, even though PE and dividend yield are very different. Any idea why this is happening and if/when it might change? Thanks
Q: Hi 5i
The options market seem to be very busy these days especially in the AI area. ..,,,How does this affect the share prices of these AI companies... If so can you give a coles notes explanation how this might work.
thx
The options market seem to be very busy these days especially in the AI area. ..,,,How does this affect the share prices of these AI companies... If so can you give a coles notes explanation how this might work.
thx
Q: How much of an overlap is there with SMCI and VRT? Would you prefer to own one over the other? If so which one?
Thanks
Thanks
Q: Hi,
Looking to switch nvei to one of the above. Which would you choose?
Thanks
Looking to switch nvei to one of the above. Which would you choose?
Thanks
Q: It will be added to the S&P500 Index on March 18th 2024. For funds and ETF that purchase stocks in the S&P500 do they have to wait until March 18th to buy or can they start now based on the upcoming addition? Also the daily volume for SMIC was ~11.5M on March 8th, what factors will that have when it is added will there be a need for more shares etc? Finally, the recent 5i US webinar there was mention of on-shoring of chip production into the US, will this be a tailwind for SMCI vs NVDA who does most of their manufacturing overseas?
Q: LEXX on Nasdaq, Lexaria Bioscience Corp, do you have any insight on this company and why it is trending higher of late? Thanks.
- Broadcom Inc. (AVGO)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
Q: What would be in your opinion 2 or 3 names that could be giving NVDA some serious competition now and or in the near future?
Thank you!
Thank you!
Q: Is it too late to buy hpe following their news about entry into the ai server market? Looks like it has a low P/E ratio. Thanks.
Jason
Jason
- Global Payments Inc. (GPN)
- FleetCor Technologies Inc. (FLT)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Shift4 Payments Inc. Class A (FOUR)
- Nuvei Corporation (NVEI)
- Fiserv Inc. (FI)
Q: Could you formulate who are the direct competitors of Nuvei listed on North America stock market please?
Thanks
Thanks
- NVIDIA Corporation (NVDA)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- CECO Environmental Corp. (CECO)
- Churchill Downs Incorporated (CHDN)
- Eagle Materials Inc (EXP)
- Celsius Holdings Inc. (CELH)
- Blue Bird Corporation (BLBD)
Q: Thoughts on the dramatic reversal today in NVDA? Are these just the bots selling and then retail panicking causing more selling? Near term top? What are your general thoughts on the markets currently? Does tech need a cooling off period to reset? If you were trimming NVDA, what are some best ideas non tech or AI related to currently buy or add to? Long term investor and focused on keeping position sizing in line. Thanks!
Q: Can I have your thoughts about Costco’s most recent quarterly results?
- Accenture plc Class A (Ireland) (ACN)
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Zscaler Inc. (ZS)
- FTI Consulting Inc. (FCN)
- Booz Allen Hamilton Holding Corporation (BAH)
- CrowdStrike Holdings Inc. (CRWD)
Q: Digital Currency
With the long-rumored conversion of US currency to digital format, and presumably Canadian followup, what types of companies will most profit from these changes and what specific recommendations do you have? Are there any overall structural changes to handling a portfolio that you suggest?
Thanks for your ongoing great service.
With the long-rumored conversion of US currency to digital format, and presumably Canadian followup, what types of companies will most profit from these changes and what specific recommendations do you have? Are there any overall structural changes to handling a portfolio that you suggest?
Thanks for your ongoing great service.
Q: Hello,
Would Zoetis be a stock that you would recommend and if yes what would you suggest for an entry price?
Would Zoetis be a stock that you would recommend and if yes what would you suggest for an entry price?
Q: Hi - do you have a preference between these two drug distribution companies? If you would avoid both at this time, then that's fine too!