Investment Q&A

• Recon Capital NASDAQ-100 Covered Call ETF (QYLD)
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• CI Energy Giants Covered Call ETF (NXF.B)
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Q: hello 5i:
could you comment on the liquidity for this ETF? Is there something of the same vein that would have better liquidity?
thanks
Paul L

Upvote 1

Read Answer Asked by Paul on January 30, 2024

• Alpha Metallurgical Resources Inc. (AMR)
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Q: RS:US is mostly flat. Is AMR :US a good replacement? It has increased a lot last years. Thanks

Upvote 2

Read Answer Asked by Ray on January 30, 2024

• Upstart Holdings Inc. (UPST)
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• Affirm Holdings Inc. (AFRM)
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Q: I am down 80% of UPST ( avg price $149) and 50% down on AFRM (avg price $75), both in registered accounts.

Any chance of breaking even in the next 12 - 18 months or is it time to move on?

Upvote 3

Read Answer Asked by V on January 30, 2024

• UnitedHealth Group Incorporated (DE) (UNH)
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• Amedisys Inc (AMED)
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Q: Can I please have your thoughts re this company. It is about 6-7 months that the stock has been pretty flat - not moving much in either direction. I believe that at one time there may have been (and possibly still is) an offer on the table? I am wondering if it is time to move on... Thanks.

Upvote 1

Read Answer Asked by Walter on January 30, 2024

• Uranium Energy Corp. (UEC)
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Q: what are the medium and longer term prospects for the Company please.

Upvote 3

Read Answer Asked by Mike on January 30, 2024

• Axcelis Technologies Inc. (ACLS)
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Q: It appears that ACLS stock, while up substantially the past few years, is more recently lagging behind peers in the semi manufacturing field. Please comment including potential reasons and does this represent an opportunity.

Upvote 1

Read Answer Asked by John on January 30, 2024

• The Walt Disney Company (DIS)
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• Pfizer Inc. (PFE)
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• JD.com Inc. (JD)
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Q: I am down significantly on these 3 stocks (Pfe-25%,Dis-35%,JD-65%)
Are they worth holding or should I take the loss and move on to something else?

Upvote 4

Read Answer Asked by Marjorie on January 30, 2024

• iShares S&P U.S. Mid-Cap Index ETF (XMC)
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Q: How would you rate XMC to buy especially after a $3.75 rise in the past 3 month?

Upvote 3

Read Answer Asked by Paul on January 30, 2024

• Costco Wholesale Corporation (COST)
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• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOG)
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• Intuitive Surgical Inc. (ISRG)
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• NVIDIA Corporation (NVDA)
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• Booking Holdings Inc. (BKNG)
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• Chevron Corporation (CVX)
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• Freeport-McMoRan Inc. (FCX)
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• Eli Lilly and Company (LLY)
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• Altria Group Inc. (MO)
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• NextEra Energy Inc. (NEE)
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• PulteGroup Inc. (PHM)
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• Williams Companies Inc. (The) (WMB)
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• Exxon Mobil Corporation (XOM)
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• lululemon athletica inc. (LULU)
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• Digital Realty Trust Inc. (DLR)
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• Eagle Materials Inc (EXP)
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• Vertiv Holdings LLC Class A (VRT)
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• Trane Technologies plc (TT)
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• RTX Corporation (RTX)
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Q: I'm looking to add more US companies. Could you please give an answer to Larry's question but substitute 2 US companies per sector for 2024?

Upvote 29

Read Answer Asked by Kel on January 30, 2024

• Unity Software Inc. (U)
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Q: Purchased U 189.00 per share, do you see any kind of a rebound or should I , hold or sell and accept the loss

Upvote 1

Read Answer Asked by Brian on January 30, 2024

• Super Micro Computer Inc. (SMCI)
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Q: Just a comment - thanks! Most of my questions have usually been about when something for me has gone wrong…well this one seems to be working. Honestly, if it weren’t for your positive comments, not only may I never have bought it but I would’ve sold as soon as I had a small profit. The same is true for nvda - another awesome name that you’ve stuck with for years even when things looked downright gloomy! Thanks be to 5i.

Upvote 13

Read Answer Asked by Jason on January 29, 2024

• Aehr Test Systems (AEHR)
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Q: It has continued to drop in price since the last question in late Novenmber. Do you think that was just negative momentum or is there something wrong here?

Thanks,

Upvote 2

Read Answer Asked by Peter on January 29, 2024

• NVIDIA Corporation (NVDA)
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Q: What AI stock (s) would you consider investing in at this time Which one would be your number 1 pick ?.

Upvote 9

Read Answer Asked by shirley on January 29, 2024

• Axcelis Technologies Inc. (ACLS)
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Q: What is your view on ACLS. Stock really lagged the sector in 2023. Do you see any catalyst near term?

Upvote 2

Read Answer Asked by Robert on January 29, 2024

• Darden Restaurants Inc. (DRI)
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Q: Could you give your overall current opinion of Darden. Is the debt situation improving?
Thank you.

Upvote 2

Read Answer Asked by Harvey on January 29, 2024

• Uber Technologies Inc. (UBER)
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• DoorDash Inc. (DASH)
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Q: Hi 5i
I could not find Maplebear inc in you r data base.... Could you provide any insight/opinion to the following comments by wolfe research and the possibility of a potential acquisition ....

" the stock has rallied 13% so far this year, aided in part by a Wolfe Research analyst call last week that suggested Instacart could be a good acquisition target for Uber. Instacart last week declined to comment on the rumor. "

Thx
Jim

Upvote 1

Read Answer Asked by jim on January 29, 2024

• The Boeing Company (BA)
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Q: Thoughts on Boeing given recent developments? Are you buyers at these prices?

Upvote 1

Read Answer Asked by David on January 29, 2024

• Snowflake Inc. Class A (SNOW)
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Q: What happened to SNOW in late 2021 that caused the downturn and why has it not recovered?
Do you expect it will recover?
Do you still like the stock and what would be a good entry point?

Thanks Joe

Upvote 3

Read Answer Asked by Joe on January 29, 2024

• Miscellaneous (MISC)
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Q: Dear 5i team.
I'm sure there is an answer to this in the archives, just not sure how to search. Maybe with AI, you folks can give us the option of searching like a google search? IE with a sentence vs needing to know ticker? (May put some of the folks out of work, so understand if this is not a high priority. :)

Can you tell me which US or Global ETF is focussed on building arms and munitions for military purpose? I'd like to take the aviation part out if possible, as I'd prefer to stay far away from Boeing for the time being.

Many thanks for your help.

Upvote 1

Read Answer Asked by Arthur on January 29, 2024

• Cal-Maine Foods Inc. (CALM)
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• Insight Enterprises Inc. (NSIT)
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• Abercrombie & Fitch Company (ANF)
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• AM Resources Corp. (AMR)
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• CVR Energy Inc. (CVI)
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• Mueller Industries Inc. (MLI)
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Q: possible to get a list small to midcap of what you might consider "cash cows"
thanks

Upvote 1

Read Answer Asked by howard on January 29, 2024