Q: Greetings 5i, your analysis and opinion on this company and its future prospects please. Is it worth holding? 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: Is this a good price range to pick up some Arista stock?
thnx
thnx
Q: What are your current thoughts regarding RTX? Is this a favorite defense stock or are there others you are favoring? If so, why?
Thank you.
Thank you.
Q: This has been a clear winner over the last year / latest report was good - what are your thoughts about this as a HALO stock?
Q: Are these two sort of similar? If so would they be competitors?
Also is the environmental sector growing? The need to clean the air n' stuff?
Also is the environmental sector growing? The need to clean the air n' stuff?
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CME Group Inc. (CME $286.28)
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Moody's Corporation (MCO $456.01)
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S&P Global Inc. (SPGI $439.52)
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MSCI Inc. (MSCI $595.02)
Q: Do you thinks any of these stocks are a good buy now and how would you rank them? Add any others you think should be included in this space?
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Netflix Inc. (NFLX $93.20)
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The Walt Disney Company (DIS $103.46)
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Warner Bros. Discovery Inc. (WBD $27.00)
Q: I am starting to read more about the risks for Netflix with respect to their bid for WB. Particularly in light of the improved offer from Paramount this week, and comments from the Trump Administration that suggests they likely will be involved in some way in approving a deal at some point, however that ends up looking.
My question is this - in the event that Netflix loses out (my view is that it is 60-40 they do lose out, either on price or regulatory/DOJ hurdles down the road), do you think there is upside in their stock price near-term? And I have also been reading that if Netflix does not get WB, they may take a run at Disney.
What are your thoughts on this?
Thanks as always.
My question is this - in the event that Netflix loses out (my view is that it is 60-40 they do lose out, either on price or regulatory/DOJ hurdles down the road), do you think there is upside in their stock price near-term? And I have also been reading that if Netflix does not get WB, they may take a run at Disney.
What are your thoughts on this?
Thanks as always.
Q: Hello 5i
Bloom Energy has continued to surge since your Oct.16/25 answer to a question. Does it look less speculative now? Any new developments?
Thank you
Dave
Bloom Energy has continued to surge since your Oct.16/25 answer to a question. Does it look less speculative now? Any new developments?
Thank you
Dave
Q: Could I have your thoughts on these two names (SLS & IBRX)? Would you buy them?
Q: Your analysis of this company please? Buy/hold/sell?
Do you personally hold this stock?
Which are the next best options in health care?
Do you personally hold this stock?
Which are the next best options in health care?
Q: Hello Folks:
How would you rate Constellation Energy: I am considering buying some stock?
Thank You So Much For Your FANTASTIC service!!!!!
brian
How would you rate Constellation Energy: I am considering buying some stock?
Thank You So Much For Your FANTASTIC service!!!!!
brian
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Toronto-Dominion Bank (The) (TD $143.71)
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Bank of Nova Scotia (The) (BNS $102.67)
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Teradyne Inc. (TER $397.20)
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Brookfield Corporation Class A Limited Voting Shares (BN $62.18)
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Nvidia CDR (CAD Hedged) (NVDA $44.82)
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Alphabet CDR (CAD Hedged) (GOOG $54.29)
Q: Can you rank the listed stocks for a long term hold please. Thank you
Q: Hi Guys,
Just wondering why the stock went down so much after a good quarter?
Buy/hold/sell ?
Thanks,
Jim
Just wondering why the stock went down so much after a good quarter?
Buy/hold/sell ?
Thanks,
Jim
Q: Has your position changed on Ultra Clean? In September you felt it did not need to be owned. It is now riding the semi-conductor high and I am curious if you feel differently now?
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BMO Mid-Term US IG Corporate Bond Hedged to CAD Index ETF (ZMU $12.70)
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BMO Short-Term US IG Corporate Bond Hedged to CAD Index ETF (ZSU $13.27)
Q: For a conservative investor with a 50/50 portfolio (seeking a 4% yield), what percentage of Fixed Income would you place in short and medium term US corporate Bonds? US PCE is stuck at 3%, while Canadian inflation is almost at target. My thesis is this presents a decent opportunity if there is any improvement in American inflation...while Canadian Bonds already have lower inflation priced in. Even if I'm wrong, does it still makes sense to have some US Bonds for diversification? Thanks as always.
Q: Hello,
These seem like extremely attractive buys at these prices given the negative sentiment.
Thoughts?
These seem like extremely attractive buys at these prices given the negative sentiment.
Thoughts?
Q: Hi,
Seems Anthropic is causing quite a few disruptions lately and today their COBOL tool has hit IBM and others. Do you see any reason to wait it out and hold if this could be used as a tax loss in a cash account? I am also concerned about yet another fairly large drop in the price on WSP. Is there any further news regarding it today? Unfortunately I hold that in a RSP account, so am not sure whether to sell or hold, and would welcome your thoughts on this as well. Many thanks for your continued good advice - it is always appreciated!
D
Seems Anthropic is causing quite a few disruptions lately and today their COBOL tool has hit IBM and others. Do you see any reason to wait it out and hold if this could be used as a tax loss in a cash account? I am also concerned about yet another fairly large drop in the price on WSP. Is there any further news regarding it today? Unfortunately I hold that in a RSP account, so am not sure whether to sell or hold, and would welcome your thoughts on this as well. Many thanks for your continued good advice - it is always appreciated!
D
Q: Some of the metrics look good, but PE 157 scares me.
On previous occasion, refering to BN, you stated that their high PE is due to a peculiar accounting..
Would you say that's the case here too?
thanks Jerry
On previous occasion, refering to BN, you stated that their high PE is due to a peculiar accounting..
Would you say that's the case here too?
thanks Jerry
Q: Any thoughts on why the massive drop in this AI focussed business on Monday? Would this be viewed as a buying opportunity?
Q: Your thoughts on ceco recent quarter. Thanks.
Robert
Robert