Q: Hello. What do you think of JEPQ?
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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.
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Datadog Inc. (DDOG)
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Snowflake Inc. Class A (SNOW)
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Applovin Corporation (APP)
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UiPath Inc. Class A (PATH)
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Confluent Inc. (CFLT)
Q: Hi, could I have your updated opinion on CFLT please? I don't see recent questions on it - I have a small position and need to top up or sell. Could you possibly rank compared to DDOG, PATH, SNOW, APP
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International Flavors & Fragrances Inc. (IFF)
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Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM)
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Alexandria Real Estate Equities Inc. (ARE)
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Transdigm Group Incorporated (TDG)
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Rivian Automotive Inc. (RIVN)
Q: what would you you recommend as 5 top shorts?
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Intuitive Surgical Inc. (ISRG)
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Abbott Laboratories (ABT)
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Edwards Lifesciences Corporation (EW)
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Thermo Fisher Scientific Inc (TMO)
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Zoetis Inc. Class A (ZTS)
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IDEXX Laboratories Inc. (IDXX)
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Globus Medical Inc. Class A (GMED)
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Atrion Corporation (ATRI)
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InMode Ltd. (INMD)
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GE HealthCare Technologies Inc. (GEHC)
Q: Please rank these healthcare stocks in terms of long term growth potential (5-10 years or more): EW, ISRG, IDXX, GEHC, ZTS, ABT, TMO, ATRI, GMED, INMD
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Palo Alto Networks Inc. (PANW)
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Zscaler Inc. (ZS)
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CrowdStrike Holdings Inc. (CRWD)
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Cloudflare Inc. Class A (NET)
Q: On the software security front, my opinion is that the general, PANW is slipping a bit and being reigned in by CRWD, NET, ZS. What is your opinion on these, and also S? Could you please rank for growth over the next 5 years?
Q: Your much appreciated analysis please, thanks.
Q: is it worth the high multiple?
Q: I asked this question a couple of years ago and am looking for your updated opinion.
I like the idea behind this business and perhaps it is a very long-term prospect. Or, perhaps it's just not working, as its stock price suggests.
Kevin
I like the idea behind this business and perhaps it is a very long-term prospect. Or, perhaps it's just not working, as its stock price suggests.
Kevin
Q: Good morning,
Could you please comment on the recent slide in price and whether you would buy at these levels?
Thank you
Could you please comment on the recent slide in price and whether you would buy at these levels?
Thank you
Q: Can I have your thoughts on RGTI and quantum computing in general. Thank-you.
Q: What is going on with SMR Volume 4 times the daily volume Stock is up from 2,00 to $ 8.00 Trades 8,000,000 a day for past 10 days. Is HOOD trading the stock. Any word of what is going on ?
Small Nuclear Reactors is what they build. The world is going Nuclear. RAK
Small Nuclear Reactors is what they build. The world is going Nuclear. RAK
Q: In your previous answer March 15, 5i said the P/E ratio is about 52 but it looks like about 365 on my bank platform. Could you clarify pls? Also, what is a good price to buy AMD now pls?
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Amphenol Corporation (APH)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Vertiv Holdings LLC Class A (VRT)
Q: I have some US cash and was looking at APH. There haven't been many questions on it. What do you think? I'm interested in growth. I will also be buying crox, axon and vertiv.
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Ecolab Inc. (ECL)
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JPMorgan Chase & Co. (JPM)
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United Rentals Inc. (URI)
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Visa Inc. (V)
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Berkshire Hathaway Inc. (BRK.B)
Q: Hi, have some American money, need a few suggestions of companies which are relatively safe, potentially with a dividend, but upward trajectory in near future
Q: Hi All at 5i!!
What are your thoughts about Bloom as a hydrogen play?? Is it profitable yet? Is there another company that might be a better choice to start a position?
Cheers,
Tamara
What are your thoughts about Bloom as a hydrogen play?? Is it profitable yet? Is there another company that might be a better choice to start a position?
Cheers,
Tamara
Q: Thoughts on ULTAs recent quarter?
Q: Seems like every Airline Issue names Boeing as the problem . With Travel demand ageing fleets and only 2 Airline Companies is there opportunity here ?
Many Thanks
Greg
Many Thanks
Greg
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Amazon.com Inc. (AMZN)
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Booking Holdings Inc. (BKNG)
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Alimentation Couche-Tard Inc. (ATD)
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Ulta Beauty Inc. (ULTA)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Crocs Inc. (CROX)
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Boyd Group Services Inc. (BYD)
Q: Thank you for all you do. You are lowering my retirement age and it is greatly appreciated. Can you please rank the above consumer discretionary stocks?
Thanks again.
Thanks again.
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Pure Storage Inc. Class A (PSTG)
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Super Micro Computer Inc. (SMCI)
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Axon Enterprise Inc. (AXON)
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Modine Manufacturing Company (MOD)
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Docebo Inc. (DCBO)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
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Palantir Technologies Inc. (PLTR)
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Nextracker Inc. (NXT)
Q: In a previous question I asked a few months ago,
- One of the questions I asked was :
- What Companies do you think was a screaming Buy... And You said SMCI...
- Good call!
- Now my Question is : Currently in this environment, What would you suggest is a Screaming Buy.. - In any Sector, Based on current stock price and valuation
Thanks in advance,
M
- One of the questions I asked was :
- What Companies do you think was a screaming Buy... And You said SMCI...
- Good call!
- Now my Question is : Currently in this environment, What would you suggest is a Screaming Buy.. - In any Sector, Based on current stock price and valuation
Thanks in advance,
M
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Intel Corporation (INTC)
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Micron Technology Inc. (MU)
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NVIDIA Corporation (NVDA)
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Advanced Micro Devices Inc. (AMD)
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ON Semiconductor Corporation (ON)
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Marvell Technology Inc. (MRVL)
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Super Micro Computer Inc. (SMCI)
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ASML Holding N.V. (ASML)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Vertiv Holdings LLC Class A (VRT)
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Arm Holdings plc (ARM)
Q: 1. Please let me know your thoughts on the best choices of Semi Conductor and Related Companies to own going forward...
2. What would be the Core Holdings going into this Ai moment +
3. Please Rate companies I have listed as Must Own 1, to 5 as Worst...
4. How do you feel about the Valuations and Stock Price of the Current companies listed...
5. Awaiting your answers..., Do You think it is best to wait for a pull back on certain stocks in the list, That may be core holdings for future...
Thanks in advance,
M
2. What would be the Core Holdings going into this Ai moment +
3. Please Rate companies I have listed as Must Own 1, to 5 as Worst...
4. How do you feel about the Valuations and Stock Price of the Current companies listed...
5. Awaiting your answers..., Do You think it is best to wait for a pull back on certain stocks in the list, That may be core holdings for future...
Thanks in advance,
M