Q: What are your thoughts on SERV? I notice that income is low, but insider and institutional holders are fairly high and they have a recent deal with Uber. Still can't quite get my head around this one and would appreciate any insight that you may have. Thanks.
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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: Hello 5i
Could I have your assessment of Rubrik after its huge run up in price?
Thank you
Dave
Could I have your assessment of Rubrik after its huge run up in price?
Thank you
Dave
Q: Your take on earnings and future prospect for Frequency Electronics (FEIM), a small cap specialty manufacturer of quantum solutions including atomic clocks, GPS timing systems, etc. would be appreciated.
Q: What do you see for potential in mdna? Biotechnology companies in canada are slim. It's this a company to own as part of a biotechnology basket?
Q: Can I please have your view of Genie? (GNE:US)
Thanks in advance.
Thanks in advance.
Q: So the new combined company will be Amcor? What do you make of the new combined company moving forward, I am so confused about this one because there was also a spinoff with Magnera being created. As always thanks for your help with your amazing analysis.
Q: What would be a good price to buy AVGO?.....thanks for your tip....Tom
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iShares S&P U.S. Mid-Cap Index ETF (XMC $34.52)
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Vanguard S&P 500 Index ETF (VFV $165.23)
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BMO S&P US Mid Cap Index ETF (ZMID $48.09)
Q: Good morning,
Q1. With this year's high performance of US Large Cap ETFs such as VFV, would switching a portion of VFV into a best in class US Mid Cap ETF make sense at this point in time?
Q2. if so, I'm considering ZMID and XMC as potential candidates. Which of these two US Mid Cap ETFs would you recommend switching into and is there another US Mid Cap that you would consider preferable as the best in class?
Thank you and I'll await your sage advice.
Q1. With this year's high performance of US Large Cap ETFs such as VFV, would switching a portion of VFV into a best in class US Mid Cap ETF make sense at this point in time?
Q2. if so, I'm considering ZMID and XMC as potential candidates. Which of these two US Mid Cap ETFs would you recommend switching into and is there another US Mid Cap that you would consider preferable as the best in class?
Thank you and I'll await your sage advice.
Q: Why do you think LHX had been weak lately? Is it related to the macro of Trump being less focused on war and the anticipation that there will be less war in the next 4 years? Or more company specific?
Q: I know nothing about bitcoin but I understand that MSTR stock holds a lot of bitcoin. Why is the stock performance of MSTR so much better than IBIT bitcoin ETF. Shouldn't they be reasonably close and correlated? What is MSTR's fundamental business and how do they make money?
Q: In a recent question you stated "Alternatively to VFV, we also like ZSP, which focuses on the S&P 500, and it has some tax benefits given that it holds the US stocks directly." Could you elaborate on the tax benefits? Thanks for your help.
Q: Good morning; I had asked a question the other day about RGTI-Q. I do appreciate the response. One of my questions was as follows regarding the quantum space;
"Is this space one to watch, and if so which companies should be on the radar (in order of preference please)?"
Could you please provide some insight into this; thank you.
Dave
"Is this space one to watch, and if so which companies should be on the radar (in order of preference please)?"
Could you please provide some insight into this; thank you.
Dave
Q: I initiated a small position a few months ago and it has not done anything. Is it worth holding and adding to it or sell and invest money some place else. Your views please. Thanks
Q: I own RDFN, PYPL, and OKTA. All are down for me. In what order would you sell to take the capital loss? Do you see much growth potential over the next year in any of them? Thanks.
Q: Please share your thoughts with regard to the risks/rewards around holding NBIS. How confident are you that this stock will out-perform in both the short and longer term? What factors would drive/tank growth? Thank you.
Maureen
Maureen
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NextEra Energy Inc. (NEE $83.48)
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Williams Companies Inc. (The) (WMB $59.61)
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Vistra Corp. (VST $168.59)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $58.13)
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Constellation Energy Corporation (CEG $338.11)
Q: With the ever increasing demand for power to fuel AI and tech, what companies would you suggest investing in going forward?
Q: Please comment on the earnings for COSTCO.
Q: WHAT WOULD BE YOUR TOP 3 STOCKS CANADA AND TOP 3 IN THE US....THAT HAVE GOOD GROWTH POTENTIAL OVER THE NEXT 3-5 YEARS....BUT ARE NOT CURRENTLY RUNNING WITH HIGH P/E RATIOS....MAYBE OVERLOOKED OR UNDERVALUED.
I AM LOOKING AT A JAN-MARCH 2025 TIMEFRAME FOR BUYING.
THANK YOU FOR YOU VALUED INFORMATION.
I AM LOOKING AT A JAN-MARCH 2025 TIMEFRAME FOR BUYING.
THANK YOU FOR YOU VALUED INFORMATION.
Q: It is down 16% since I bought it with most of the drop being just lately.
Is there something I am not seeing or hearing in the drop.
Thanks.
Is there something I am not seeing or hearing in the drop.
Thanks.
Q: Do you see value here for Uber and Mu? Both look weak but wondering about lower value opportunities for growth.