Q: Thoughts on Amazon's quarter?
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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: I have a question about Reliance
Q: Just looking for an opinion on this little company. With what we have seen around the world with this type of tech does this company have a chance of being a big player like RTN or LMT which I am sure have offerings in this space.
https://redcat.red/solutions/teal-drones/
https://redcat.red/solutions/teal-drones/
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOGL)
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Microsoft Corporation (MSFT)
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Netflix Inc. (NFLX)
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NVIDIA Corporation (NVDA)
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PayPal Holdings Inc. (PYPL)
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Walgreens Boots Alliance Inc. (WBA)
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Wynn Resorts Limited (WYNN)
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The Boeing Company (BA)
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Bank of America Corporation (BAC)
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BlackRock Inc. (BLK)
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Carnival Corporation (CCL)
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Salesforce Inc. (CRM)
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Delta Air Lines Inc. (DAL)
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The Walt Disney Company (DIS)
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Goldman Sachs Group Inc. (The) (GS)
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International Business Machines Corporation (IBM)
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JPMorgan Chase & Co. (JPM)
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Eli Lilly and Company (LLY)
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Mastercard Incorporated (MA)
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Morgan Stanley (MS)
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Pfizer Inc. (PFE)
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Royal Caribbean Cruises Ltd. (RCL)
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Visa Inc. (V)
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Wells Fargo & Company (WFC)
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Exxon Mobil Corporation (XOM)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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Tencent Holdings Ltd. ADR (TCEHY)
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Veeva Systems Inc. Class A (VEEV)
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The Trade Desk Inc. (TTD)
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JD.com Inc. (JD)
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Roku Inc. (ROKU)
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DocuSign Inc. (DOCU)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Healthpeak Properties (DOC)
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National Health Investors Inc. (NHI)
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Zoom Communications Inc. (ZM)
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CrowdStrike Holdings Inc. (CRWD)
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Unity Software Inc. (U)
Q: Hi 5i Team,
I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
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Cintas Corporation (CTAS)
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Axon Enterprise Inc. (AXON)
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Casella Waste Systems Inc. (CWST)
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Comfort Systems USA Inc. (FIX)
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Vestis Corporation (VSTS)
Q: Can you name another stock that is as boring as this business that can match the return on investment? Do they have any competition?
Thanks Again
Thanks Again
Q: Thnx for the excellent service 5i, what are your thoughts on both IOT and Sofi?
Q: Please provide comments for Sofi earnings. If owned, would you consider it a hold or sell?
Thanks
Thanks
Q: Your comments please on the company recently disclosing an internal investigation into its own accounting practices and putting off the release of its annual financial report.
Q: Why it keeps falling?
Would you buy it?
Thanks,
Milan
Would you buy it?
Thanks,
Milan
Q: Further to Glen's question regarding Apple making up 50% of BRK's portfolio, is it not 50% of its 'public-market' holdings, but if you included its fully-owned holdings, such as Geico, its Class-A rail holding, along with its vast re-insurance business, that the Apple holding, in and of itself, drops substantially in weighting?
Q: Hi,
Long time share holder of Zoetis with a current portfolio weight of 2%. With this pull back is it a good opportunity to add? Or do you feel it is still expensive with the risks of medication side effects affecting business?
Thanks,
Kerri
Long time share holder of Zoetis with a current portfolio weight of 2%. With this pull back is it a good opportunity to add? Or do you feel it is still expensive with the risks of medication side effects affecting business?
Thanks,
Kerri
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Vanguard Dividend Appreciation FTF (VIG)
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Invesco High Yield Equity Dividend Achievers ETF (PEY)
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JPMorgan Equity Premium Income ETF (JEPI)
Q: I need some USD income investments for my RRIF.
1. BIZD looks interesting for income. What are your thoughts?
2. Can you suggest other stock/ETF dividend paying options for USD account?
Thanks so much.
Dan
1. BIZD looks interesting for income. What are your thoughts?
2. Can you suggest other stock/ETF dividend paying options for USD account?
Thanks so much.
Dan
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Amazon.com Inc. (AMZN)
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Comcast Corporation Class A Common Stock (CMCSA)
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Alphabet Inc. (GOOG)
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Netflix Inc. (NFLX)
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The Walt Disney Company (DIS)
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Charter Communications Inc. (CHTR)
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Paramount Global (PARA)
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Warner Bros. Discovery Inc. (WBD)
Q: While Disney is a great company is it a great stock? I am down considerably on the stock as video streaming... have not met my expectations. Do you have any alternatives in this sector that would upgrade my portfolio or would you stay with Disney?
With appreciation,
Ed
With appreciation,
Ed
Q: Hello 5iers
Could I please have your opinion of (ACMR) ACM Research? It looks like a good growth option to me. Anything I should be wary of?
Thank you
Jeremy
Could I please have your opinion of (ACMR) ACM Research? It looks like a good growth option to me. Anything I should be wary of?
Thank you
Jeremy
Q: I am trying to track down a pipeline company someone recently mentioned, along with enbridge and others. It trades at less then $1, and has dropped in price considerably in one year (maybe 42%). I think the ticker starts with T, and has a sister company that deals with diesel fuel. If you know of it, do you have an investment opinion of it?
Sorry for so little info to work with.
Sorry for so little info to work with.
Q: Your reaction to the recent numbers? Time to bail on this?
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Elastic N.V. (ESTC)
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Crocs Inc. (CROX)
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Integer Holdings Corporation (ITGR)
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Vertiv Holdings LLC Class A (VRT)
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TransMedics Group Inc. (TMDX)
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Nextracker Inc. (NXT)
Q: Hello,
What are your favourite US small and mid caps. And what would be your ranking for putting money to work?
Thank you!
What are your favourite US small and mid caps. And what would be your ranking for putting money to work?
Thank you!
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Applied Materials Inc. (AMAT)
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Lam Research Corporation (LRCX)
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MKS Instruments Inc. (MKSI)
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ASML Holding N.V. (ASML)
Q: Greetings 5i,
LRCX reported recently. What are your thoughts on these numbers and the company in general? Who are thier main competitors? What will be the main drivers of growth for the next few quarters and are they positioned correctly to take advantage of any tailwinds from global AI demand expansion.
Cheers!
LRCX reported recently. What are your thoughts on these numbers and the company in general? Who are thier main competitors? What will be the main drivers of growth for the next few quarters and are they positioned correctly to take advantage of any tailwinds from global AI demand expansion.
Cheers!
Q: Dear Peter et al:
PLTR earnings report is May 6th, FTNT on May 02 and SMCI tomorrow!! (30th April)
This is a general question and not personal!
If some had a small position and plan to add more to these three stocks, Worth writing Cash secured puts? So close to Earnings date?
IF you were to write a cash secured put what would be the price that you would choose to write for these three, including SMCI.
(Of course not guaranteed that the order will fill!)
Many thanks.
PLTR earnings report is May 6th, FTNT on May 02 and SMCI tomorrow!! (30th April)
This is a general question and not personal!
If some had a small position and plan to add more to these three stocks, Worth writing Cash secured puts? So close to Earnings date?
IF you were to write a cash secured put what would be the price that you would choose to write for these three, including SMCI.
(Of course not guaranteed that the order will fill!)
Many thanks.
Q: Would I be correct in saying that your recent answers are showing a preference for VRT rather than SMCI or ALAB? Can you rate each of the three on a scale of 1 to 10 (10 being a strong buy) and at what level you would buy each? Also, if you have in fact shifted slightly away from SMCI and to VRT as a fav, what makes it more desirable?