Q: I have a terrible affliction for an investor, a non-functioning trigger finger. Now CELH has become my white whale. I even stopped by a CircleK to see the product placement and ask the clerk about sales and target customers. It is behaving like the NVDA of consumer disc, but NVDA has shown its ability to catch up with and blow through it's valuation. According to the company profile for Celcius in your data feed it has far exceeded even the highest analyst's recent price targets. Can you see a realistic probability that Celcius grows into and outstrips it's current valuation? I have read your recent responses but it is starting to make things outdated in a hurry. Thanks for your thoughts.
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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: If buying one of these two for a 3 to 5 year hold, which would you choose and why? Thanks. ram
Q: Hi Guys, what are your thoughts on the current quarter? Is it a time to buy more or wait to see how it settles? Thanks
Q: Can you comment on the recent earnings and give your opinion on the stock for a 5-year hold?
Q: Hi 5i,
I am down about 20% on all these companies and am interested if you would consider them a long term hold for income.
I am down about 20% on all these companies and am interested if you would consider them a long term hold for income.
- Chevron Corporation (CVX)
- DTE Energy Company (DTE)
- Edison International (EIX)
- NextEra Energy Inc. (NEE)
- NiSource Inc (NI)
- DBA Sempra (SRE)
Q: What US dividend stocks do you like right now for income that are good dividend growers and have a yield of at least 2.5%? Thanks.
Q: Do you recommend AMD now, and if so, why? Is the P/E ratio too high?
Q: AMD The perpectives for this stock are sometimes contradictory. Some analysts see it as as a promising competitor of nvidia with a great future. Others on the contrary are very more sceptical...about a possible sustainable performance. What are you appreciation on a 2-3 years range? Thank you very much
- ARK Innovation ETF (ARKK)
- Invesco WilderHill Clean Energy ETF (PBW)
- ARK Genomic Revolution ETF (ARKG)
Q: Hello, I have bought these during Covid and now >70% down. They are in TFSA and RESP so I can’t claim the tax loss. I don’t need the money for next 5 years in RESP, and can hold for long time in TFSA, would you suggest holding them or take a loss and use the rest of the funds somewhere else (VRT or GOOGL)? Thank for your service.
Regards
Rahul
Regards
Rahul
Q: Why is ms treading water ? The rest of the financials seem to have more life.
- Natcore Technology Inc. (NXT)
- Elastic N.V. (ESTC)
- Axon Enterprise Inc. (AXON)
- Vertiv Holdings LLC Class A (VRT)
Q: Good afternoon, Just wondering if your conviction for Elastic N.V. is still as high as it was several weeks ago? Since the drop following the recent earnings report, ESTC hasn't really participated much in any of the tech rallies. I'm down about 11% and wondering if I should be patient, or consider selling and adding to other high conviction picks already owned, such as NXT, VRT or AXON? Thanks. Brad
Q: Which gaming company, between Caesars Entertainmnnet and MGM Resorts, do you think is the stronger of the two and you would prefer going forward?
Q: What is the expected profit and share price growth for Danaher over the next few years? I already own ISRG. Would you expect DHR to outperform SYK or LLY going forward?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: Does the present proxy fight at Disney pose any risk to the valuation of the company? How do you see it playing out at the AGM?
Q: According to Yahoo Finance, the “short % of float” is 39.9%, while the “short % of shares outstanding” is 16.55%. I also noticed that the number of shares short has INCREASED from 36.4M (January 2024) to 38.5M (February 2024).
1) Which short % metric is more relevant - percentage of float or percentage of shares outstanding?
2) Do these figures align with your other sources of information? (Sometimes free sites are unreliable)
3) With the stock up significantly, could there be a massive short squeeze on this?
1) Which short % metric is more relevant - percentage of float or percentage of shares outstanding?
2) Do these figures align with your other sources of information? (Sometimes free sites are unreliable)
3) With the stock up significantly, could there be a massive short squeeze on this?
- Descartes Systems Group Inc. (The) (DSG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Kurv Google (GOOGL) 2x Long ETF (UGOO)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: Given a 3-5 year period, please list the above stocks from best to least for growth.
Very much appreciate your service.
Howard
Very much appreciate your service.
Howard
Q: Do you think AMD has a good upside at this time, and if yes, what is your reason pls? Thank you.
- Stantec Inc. (STN)
- Comfort Systems USA Inc. (FIX)
- SPX Technologies Inc. (SPXC)
- TopBuild Corp. (BLD)
- Trane Technologies plc (TT)
Q: Can u pick your 3 best choices and why for a long term hold in this market area? Is it too concentrated to own all of them? Are there any CDN examples of these home builder companies you recommend?
- Eli Lilly and Company (LLY)
- UnitedHealth Group Incorporated (DE) (UNH)
- Veeva Systems Inc. Class A (VEEV)
- WELL Health Technologies Corp. (WELL)
Q: Hi Team,
Currently for healthcare exposure I own VEEV and WELL. I was considering replacing VEEV with either LLY or UNH. Would this be advisable? If so, which one would you recommend? Also, regarding Well would you recommend continuing to hold it; or selling it to make a switch for either LLY or UNH as well? What sort of mix here would you recommend? I am looking for long term growth here. Lastly...do you see the healthcare sector in general to be a good place to be right now?
Thanks,
Shane.
Currently for healthcare exposure I own VEEV and WELL. I was considering replacing VEEV with either LLY or UNH. Would this be advisable? If so, which one would you recommend? Also, regarding Well would you recommend continuing to hold it; or selling it to make a switch for either LLY or UNH as well? What sort of mix here would you recommend? I am looking for long term growth here. Lastly...do you see the healthcare sector in general to be a good place to be right now?
Thanks,
Shane.
Q: Can you provide a current outlook on these two from a valuation perspective