Q: What can you tell is about this stock. Dropped from over $100 to $14.00 in last ten years yet pays an outsized dividend. Is it a buying opportunity?
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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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Amazon.com Inc. (AMZN $234.69)
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Broadcom Inc. (AVGO $342.46)
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Alphabet Inc. (GOOG $276.98)
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Intuitive Surgical Inc. (ISRG $549.51)
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Microsoft Corporation (MSFT $510.18)
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NVIDIA Corporation (NVDA $190.17)
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Vertiv Holdings LLC Class A (VRT $170.97)
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Lumine Group Inc. (LMN $24.37)
Q: I hold NVDA (7.5%), VRT (7%), MSFT (5.5%), AMZN (7%), and GOOG (5%)- all up significantly in registered accounts. Question #1: what is the maximum weight you would be comfortable holding of each of these five stocks? Question #2: I also hold LMN (2.5%), which is barely above water. Deeply disappointed in its recent performance and considering replacing it with either ISRG or AVGO. That said, I'm concerned that adding AVGO puts too many eggs in the AI basket, given my other holdings. If this were your portfolio, would you opt to replace LMN with either ISRG or AVGO? Please explain why.
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Intuitive Surgical Inc. (ISRG $549.51)
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Booking Holdings Inc. (BKNG $5,048.01)
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AeroVironment Inc. (AVAV $291.21)
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Ulta Beauty Inc. (ULTA $529.34)
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Celsius Holdings Inc. (CELH $42.79)
Q: Have money to purchase a couple of stocks right now. Could please rank in order, your preference of the above 5 right now? Thank you
Q: When do you feel TMDX will turn? Does it remain one of your top US picks?
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NextEra Energy Inc. (NEE $83.88)
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Argan Inc. (AGX $351.64)
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Carpenter Technology Corporation (CRS $330.50)
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Vertiv Holdings LLC Class A (VRT $170.97)
Q: I sold my SMCI around mid June and put the proceeds into the above stocks. Overall I'm pleased with their performance and am now thinking of holding same over the longer term 2-3 years rather than a momentum play. Do you see any glaring red flags going forward other than wars, election fallout and a possible recession that one should consider with these stocks. By the way thanks for your recommendation of VERT. Regards david
Q: I noticed that 5i often recommends ISRG, , But it seems like 5i does not own this stock. I am curious as to why? Thanks
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Intuitive Surgical Inc. (ISRG $549.51)
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Citigroup Inc. (C $100.30)
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AeroVironment Inc. (AVAV $291.21)
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Axon Enterprise Inc. (AXON $554.37)
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CECO Environmental Corp. (CECO $49.49)
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Coterra Energy Inc (CTRA $26.34)
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Aspen Aerogels Inc. (ASPN $3.08)
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Celsius Holdings Inc. (CELH $42.79)
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TransMedics Group Inc. (TMDX $115.01)
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Nextpower Inc Cl A (NXT $93.75)
Q: Hello 5i,
Thank you for answering my question yesterday. We are looking at replacing CELH (-50%), CTRA (-3%), and NXT (-23%) in a TFSA or RRSP. From our question yesterday we would replace these stocks with CECO, ASPN, & AVAV (TMDX was purchased yesterday. Is your conviction higher on CELH over CECO, ASPN, & AVAV, or ISRG?
Thank you
D&J
Thank you for answering my question yesterday. We are looking at replacing CELH (-50%), CTRA (-3%), and NXT (-23%) in a TFSA or RRSP. From our question yesterday we would replace these stocks with CECO, ASPN, & AVAV (TMDX was purchased yesterday. Is your conviction higher on CELH over CECO, ASPN, & AVAV, or ISRG?
Thank you
D&J
Q: Please help me understand why BRK would issue 282 billion yens of bonds when it reportedly has lots of cash.
Thank you.
Thank you.
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JPMorgan Chase & Co. (JPM $303.61)
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Morgan Stanley (MS $163.86)
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Toronto-Dominion Bank (The) (TD $114.05)
Q: I am not so sanguine to think all is priced in. The Americans are going to slaughter td and wait for the lawsuits. I have a AUS account. what solid US bank stocks or other decent dividend stocks would you recommend?
Q: What effect will the recurring Florida hurricanes have on a company like nextera which earns most of its revenue in that state
Thank you
Peter
Thank you
Peter
Q: I am a bit underwater on LULU and am wondering, sell or hold? Your thoughts and reasoning please.
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Toronto-Dominion Bank (The) (TD $114.05)
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Bank of Nova Scotia (The) (BNS $94.65)
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Constellation Software Inc. (CSU $3,343.01)
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Dollarama Inc. (DOL $194.93)
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Intact Financial Corporation (IFC $282.18)
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Alimentation Couche-Tard Inc. (ATD $70.30)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $48.45)
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Vanguard S&P 500 Index ETF (VFV $167.56)
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SPDR S&P 500 ETF Trust (SPY $671.93)
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INVESCO QQQ Trust (QQQ $608.86)
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BMO Nasdaq 100 Equity Index ETF (ZNQ $113.46)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.75)
Q: I’m considering setting up a TFSA for a spouse who is not interested in selecting stocks/managing investments.
Should I stick to ETFs or mix ETFs with a few conservative stocks?
Should I stick to ETFs or mix ETFs with a few conservative stocks?
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Amazon.com Inc. (AMZN $234.69)
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Alphabet Inc. (GOOG $276.98)
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Booking Holdings Inc. (BKNG $5,048.01)
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Toromont Industries Ltd. (TIH $159.56)
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Alimentation Couche-Tard Inc. (ATD $70.30)
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TerraVest Industries Inc. (TVK $121.93)
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Ulta Beauty Inc. (ULTA $529.34)
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Berkshire Hathaway Inc. (BRK.B $508.94)
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Boyd Group Services Inc. (BYD $217.11)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.75)
Q: Regardless of sector, please suggest 5 or so each Cdn and US holdings that would expect to average an 8%+ return per year including dividend and capital appreciation (can be company or ETF, but for ETF should consider fee) for 10 year hold. Thank-you!
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Adobe Inc. (ADBE $331.11)
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Alphabet Inc. (GOOG $276.98)
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NVIDIA Corporation (NVDA $190.17)
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Booking Holdings Inc. (BKNG $5,048.01)
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Ulta Beauty Inc. (ULTA $529.34)
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Domino's Pizza Inc (DPZ $410.16)
Q: I am currently doing my quarterly rebalancing and need to up my US holdings. My current US holdings include in APPL, BRK.B, XOM, JPM, MCD, MSFT, and V. What are your current favorite longer term buys in the US ?
Q: What are the future prospects for NAD and similar funds?
Q: Peter; Where do you think the huge volume on PLTR is coming from today?thanks.
Rod
Rod
Q: I own both KKR and BN. KKR stock price is appreciating significantly more than BN and all other stocks in the private equity realm, that I am aware of. Can a case be made to concentrate on KKR if one is not concerned about including BN to have Canadian exposure? Further, do you see any other financial stock with more pure growth potential relative to KKR?
Q: Cswi looks sort of interesting.....serial acquirer of boring industrial businesses....sort of sounds similar to a 5i favourite.....
What is your thoughts on CSWI. Stock has had quite a run the past few years!
What is your thoughts on CSWI. Stock has had quite a run the past few years!
Q: Can you please give me your analysis of this company. I am thinking of adding a small portion to my portfolio. Would you consider this a good investment? Thank You.
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Broadcom Inc. (AVGO $342.46)
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First Solar Inc. (FSLR $253.08)
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Intel Corporation (INTC $35.52)
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NVIDIA Corporation (NVDA $190.17)
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QUALCOMM Incorporated (QCOM $173.98)
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Advanced Micro Devices Inc. (AMD $246.81)
Q: Hello Peter,
Is there a reason by First Solar is declining daily? Given investor activism and potential of Qualcomm showing interest, is Intel a good bet right now? Thanks very much
Is there a reason by First Solar is declining daily? Given investor activism and potential of Qualcomm showing interest, is Intel a good bet right now? Thanks very much