Q: With approx 17% of their revenue coming from one customer (Apple), would you consider that too much single customer concentration risk for Broadcom? Thank you
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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: Am I correct in thinking it is highly unlikely that ROKU goes to zero? Would you currently consider it a buy, sell or hold? Thanks.
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Adobe Inc. (ADBE $382.85)
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Salesforce Inc. (CRM $273.66)
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Constellation Software Inc. (CSU $4,976.30)
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Chegg Inc. (CHGG $1.38)
Q: I recently read an interview with Jensen Huang from back in 2017 where he went on record stating that AI will eat the software industry. It's a bold statement, but it appears many are expecting this thesis to play out. So my question is 2 fold.... do you see the larger upside within Tech on the chips side (picks and shovels) vs software going forward? And, is the acquisition and vertical software integration model with CSU the safer play within the software industry and more immune to declining margins like we recently saw with large enterprise software companies like CRM. Thank you!
Q: Thoughts on ADBE quarter?
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NextEra Energy Inc. (NEE $72.97)
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iShares S&P Global Clean Energy Index Fund (ICLN $13.52)
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Vistra Corp. (VST $191.57)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $45.49)
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Constellation Energy Corporation (CEG $311.54)
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TCW ETF TRUST (NETZ)
Q: Hi
I recently learnt about the AI energy consumption issue. What opportunities/threats does this issue pose to investors? Are there specific subsectors or types of companies (within the energy sector) that will benefit from or be hit through the course of the AI story?
Any specific recommendations ETFs or stocks?
Thank you
I recently learnt about the AI energy consumption issue. What opportunities/threats does this issue pose to investors? Are there specific subsectors or types of companies (within the energy sector) that will benefit from or be hit through the course of the AI story?
Any specific recommendations ETFs or stocks?
Thank you
Q: gthp is listed otcqb u.s.
i know its small but i like the space
would appreciate your opinion
many thanks
i know its small but i like the space
would appreciate your opinion
many thanks
Q: Hello Peter,
CELH seems to have broken down and has retraced significantly from the highs. Wondering if this is still a hold or should we cut and redeploy to other growth names? Thoughts and comments.
CELH seems to have broken down and has retraced significantly from the highs. Wondering if this is still a hold or should we cut and redeploy to other growth names? Thoughts and comments.
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Booking Holdings Inc. (BKNG $5,722.20)
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lululemon athletica inc. (LULU $237.76)
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Crocs Inc. (CROX $105.70)
Q: If you needed to buy a US consumer discretionary stock what 3 choices would you consider for a long term hold today?
Thank you
Thank you
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Amazon.com Inc. (AMZN $223.38)
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Meta Platforms Inc. (META $733.03)
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Dollarama Inc. (DOL $190.80)
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Intact Financial Corporation (IFC $311.71)
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Alimentation Couche-Tard Inc. (ATD $68.94)
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KKR & Co. Inc. (KKR $139.40)
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EQB Inc. (EQB $104.09)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $130.60)
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ADF Group Inc. Subordinate Voting Shares (DRX $7.94)
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CrowdStrike Holdings Inc. (CRWD $512.00)
Q: Hi guys,
I have the above in my portfolio at 2.5%, please rank them as to moving them into a FULL position (4%).
thanks
Jim
I have the above in my portfolio at 2.5%, please rank them as to moving them into a FULL position (4%).
thanks
Jim
Q: Hi there what’s your thoughts on all the announcements by O yesterday?
Is it too late to buy or do you see a good run up in the coming few years?
Thanks!
Is it too late to buy or do you see a good run up in the coming few years?
Thanks!
Q: CELH continues to decline. I added once on the way down. Would it be worth while to add one more time to get too a full position?
Q: Just sold some Apple stock for two reasons. One, because the position was too large and two my potion in high tech stocks is also too high.
Need to redeploy the funds to healthcare I’m thinking of NVO or LLY.
What would you recommend and an entry point as well as the reason for the choice.
Thanks to the 5i team
Joe
Need to redeploy the funds to healthcare I’m thinking of NVO or LLY.
What would you recommend and an entry point as well as the reason for the choice.
Thanks to the 5i team
Joe
Q: Hi Peter, now that the split is done, what would be a good entry point for NVDA. Thanks
Q: With the sweet run Nvidia has had, it is getting to be a pretty major chunk of my portfolio and I need to start trimming soon.
With the current momentum and the increased appeal to retail investors after the split, any thoughts on when to trim / when this run will start to ease off?
Thanks,
Jim
With the current momentum and the increased appeal to retail investors after the split, any thoughts on when to trim / when this run will start to ease off?
Thanks,
Jim
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Applied Materials Inc. (AMAT $196.88)
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Broadcom Inc. (AVGO $277.69)
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Micron Technology Inc. (MU $123.98)
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QUALCOMM Incorporated (QCOM $160.48)
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NextEra Energy Inc. (NEE $72.97)
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Constellation Energy Corporation (CEG $311.54)
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Nextracker Inc. (NXT $63.16)
Q: Would you please please order the tech stocks in order of preference for long term hold with a brief explanation of each.
Would you consider CEG comparable to NEE?
Would you consider CEG comparable to NEE?
Q: Thinking of investing in chips. TSM or AVGO. Pros or Cons. Or is there something better? Your view would be appreciated.
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Danaher Corporation (DHR $201.00)
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Eli Lilly and Company (LLY $788.09)
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Thermo Fisher Scientific Inc (TMO $424.59)
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UnitedHealth Group Incorporated (DE) (UNH $301.70)
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Novo Nordisk A/S (NVO $69.37)
Q: I am interested to invest in the US health sector. Could you please suggest the best pharmaceutical companies in the market or companies related to the health sector? Thank you.
Q: I have both of the above and have gains in both. Are the prospects for LLY superior to ABBV? I've held ABBV for several years but am wondering if it's time to say good bye. Please explain.
Thanks
al
Thanks
al
Q: I know your not a big fan of averaging down but I bought a half position of this at $138 and now after a bad quarter report do you think it’s worth buying another half position down here in the $-115s for a 1-2 year hold,your thoughts on the company and management and what you think is a good entry point ….Thanks
Q: I am considering buying HXS but noticed the mer is .11% and the ter is .30% for a total of .41%. This seems huge, especially given other S&P 500 etf's like VFV have a ter of 0. Why is this?