Q: Can you comment on Google earnings? 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.
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                             Philip Morris International Inc (PM $144.33) Philip Morris International Inc (PM $144.33)
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                             Constellation Brands Inc. (STZ $131.38) Constellation Brands Inc. (STZ $131.38)
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                             Brown Forman Inc Class B (BF.B $27.23) Brown Forman Inc Class B (BF.B $27.23)
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                             Diageo plc (DEO $92.09) Diageo plc (DEO $92.09)
            Q: I would like to replace Diageo with company that has a better growth profile. Can you provide me with a few names please; CDN or US$. Thanks as always.
        
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                             Philip Morris International Inc (PM $144.33) Philip Morris International Inc (PM $144.33)
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                             Enbridge Inc. (ENB $65.40) Enbridge Inc. (ENB $65.40)
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                             Canadian Natural Resources Limited (CNQ $44.87) Canadian Natural Resources Limited (CNQ $44.87)
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                             Ares Management Corporation Class A (ARES $148.71) Ares Management Corporation Class A (ARES $148.71)
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                             British American Tobacco p.l.c. (BTI $51.19) British American Tobacco p.l.c. (BTI $51.19)
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                             Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.87) Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.87)
            Q: Hi,
what would be your top 3 dividend stock right now that's not in financial and utilities?
Also what would be your top 3 in US?
Thank You
        
    what would be your top 3 dividend stock right now that's not in financial and utilities?
Also what would be your top 3 in US?
Thank You
            Q: A fairly large move by VRT after earnings. Can I have your opinion? Also does this look like a buying opportunity?
Thank-you.
    Thank-you.
            Q: CRTC NYSE Arca/US  Xtrackers US National Critical Technologies ETF.
What's your opinion on this one buy or not?
Holdings seem similar to other ETF's I hold.
Thank you.
    What's your opinion on this one buy or not?
Holdings seem similar to other ETF's I hold.
Thank you.
            Q: Hello, UPS has dropped quite a bit following earnings release, do you believe it is more of a « market dislocation » or does it reflect UPS’s new value? If the former, is this a good opportunity to buy now? Thanks?
        
    
            Q: SHLD NYSE Arca/US  Global X Defense Tech ETF
What's your opinion on this one, buy or not?
Has some unusual holdings.
Thank you.
    What's your opinion on this one, buy or not?
Has some unusual holdings.
Thank you.
            Q: Your comments please on their recent quarterly results and the market reaction - a 20% drawdown.
Thanks,
    Thanks,
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                             The Walt Disney Company (DIS $112.62) The Walt Disney Company (DIS $112.62)
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                             Alight Inc. Class A (ALIT $2.88) Alight Inc. Class A (ALIT $2.88)
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                             DraftKings Inc. (DKNG $30.59) DraftKings Inc. (DKNG $30.59)
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                             Celsius Holdings Inc. (CELH $60.23) Celsius Holdings Inc. (CELH $60.23)
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                             JFrog Ltd. (FROG $47.48) JFrog Ltd. (FROG $47.48)
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                             Affirm Holdings Inc. (AFRM $71.88) Affirm Holdings Inc. (AFRM $71.88)
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                             Coupang Inc. Class A (CPNG $31.97) Coupang Inc. Class A (CPNG $31.97)
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                             SoFi Technologies Inc. (SOFI $29.68) SoFi Technologies Inc. (SOFI $29.68)
            Q: pleade rank the following list of stocks to sell : SOFI, AFRM, DIS, FROG, CPNG, ALIT, CELH, DKNG. Thanks"
        
    
            Q: Hello 5i
Could have your assessment of this company?
I couldn’t find it in your database.
Thank you
Dave
    Could have your assessment of this company?
I couldn’t find it in your database.
Thank you
Dave
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                             lululemon athletica inc. (LULU $170.54) lululemon athletica inc. (LULU $170.54)
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                             EQB Inc. (EQB $89.47) EQB Inc. (EQB $89.47)
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                             Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $214.00) Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $214.00)
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                             Crocs Inc. (CROX $81.69) Crocs Inc. (CROX $81.69)
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                             Vertiv Holdings LLC Class A (VRT $192.86) Vertiv Holdings LLC Class A (VRT $192.86)
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                             Celsius Holdings Inc. (CELH $60.23) Celsius Holdings Inc. (CELH $60.23)
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                             Propel Holdings Inc. (PRL $25.52) Propel Holdings Inc. (PRL $25.52)
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                             Brookfield Corporation Class A Limited Voting Shares (BN $64.59) Brookfield Corporation Class A Limited Voting Shares (BN $64.59)
            Q: Hi Team, 
I was looking at adding to either Bn, PRL , Eqb, or HPS.A. Or possibly a new purchase of Lulu for a recovery play here . Could you please rank these names in order which you would prefer to buy today for long term capital appreciation? If you feel there are better opportunities you prefer buying today ideas would be appreciated . Thanks
Shane
    I was looking at adding to either Bn, PRL , Eqb, or HPS.A. Or possibly a new purchase of Lulu for a recovery play here . Could you please rank these names in order which you would prefer to buy today for long term capital appreciation? If you feel there are better opportunities you prefer buying today ideas would be appreciated . Thanks
Shane
            Q: Hello, SPRY is a company developing an alternative treatment for anaphylaxis treatment. I am wondering about the team's thoughts on its current valuation and if it seems reasonable given the company's prospects. Also given favorable inflation data continuing, could this small-cap have good price appreciation potential with lowering interest rates?
Thank you.
    Thank you.
            Q: YAMCF is Yamaha and was recommended recently on Market Call. I have been watching and it seems to be doing fairly well.  It also has another name YAMHF still representing Yamaha.  Can you give me your take on Yamaha. SMR was one you had talked about some time ago and is on my 5i Watchlist.  It has dropped off considerably.  Would you have an update on it?
        
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                             Applied Materials Inc. (AMAT $233.10) Applied Materials Inc. (AMAT $233.10)
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                             Broadcom Inc. (AVGO $369.63) Broadcom Inc. (AVGO $369.63)
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                             Micron Technology Inc. (MU $223.77) Micron Technology Inc. (MU $223.77)
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                             QUALCOMM Incorporated (QCOM $180.90) QUALCOMM Incorporated (QCOM $180.90)
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                             Atlassian Corporation (TEAM $169.42) Atlassian Corporation (TEAM $169.42)
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                             ON Semiconductor Corporation (ON $50.08) ON Semiconductor Corporation (ON $50.08)
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                             Arista Networks Inc. (ANET $157.69) Arista Networks Inc. (ANET $157.69)
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                             Marvell Technology Inc. (MRVL $93.74) Marvell Technology Inc. (MRVL $93.74)
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                             Super Micro Computer Inc. (SMCI $51.96) Super Micro Computer Inc. (SMCI $51.96)
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                             Dell Technologies Inc. Class C (DELL $162.01) Dell Technologies Inc. Class C (DELL $162.01)
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                             Vertiv Holdings LLC Class A (VRT $192.86) Vertiv Holdings LLC Class A (VRT $192.86)
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                             Infineon Technologies AG ADR (IFNNY $39.61) Infineon Technologies AG ADR (IFNNY $39.61)
            Q: How would you rank the following Ai-related companies (best first) with an outlook of at least a year or two?
VRT, SMCI, DELL, ANET, MU, MRVL, AMAT, QCOM, AVGO, IFNNY, ON, TEAM
    VRT, SMCI, DELL, ANET, MU, MRVL, AMAT, QCOM, AVGO, IFNNY, ON, TEAM
            Q: Dear Peter et al:
I know from your answers that you like VRT. I am down by about 8%. Not too worried. Willing to hold on to this.
The question is two fold:
1. I look at Finviz screener (freebie version!) and the Debt: Equity ratio and LT Debt is high? 2.25 it says. What does it mean? Indicates risk?
2. Worth adding to VRT as it has pulled back or do you think there is more downside drift to come given the sector rotation is now firmly in place?
3. Offers a decent premium and to my earlier question sometime ago you had recommended this as a candidate for writing call options. Do you still hold that view?
Many thanks in advance.
    I know from your answers that you like VRT. I am down by about 8%. Not too worried. Willing to hold on to this.
The question is two fold:
1. I look at Finviz screener (freebie version!) and the Debt: Equity ratio and LT Debt is high? 2.25 it says. What does it mean? Indicates risk?
2. Worth adding to VRT as it has pulled back or do you think there is more downside drift to come given the sector rotation is now firmly in place?
3. Offers a decent premium and to my earlier question sometime ago you had recommended this as a candidate for writing call options. Do you still hold that view?
Many thanks in advance.
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                             JPMorgan Chase & Co. (JPM $311.12) JPMorgan Chase & Co. (JPM $311.12)
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                             Eli Lilly and Company (LLY $862.86) Eli Lilly and Company (LLY $862.86)
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                             Uber Technologies Inc. (UBER $96.50) Uber Technologies Inc. (UBER $96.50)
            Q: What are your top three non-tech CDR picks? 
        
    
            Q: What are your thoughts about American?  They have made some recent changes to management and announced the will fix their distribution strategy.  Do see this stock as a mid to long term buy?  I do have a small position at the $10.50 mark.
Thank you
    Thank you
            Q: Wondering if you are still positive towards this company and do you see it as a buy, sell, or hold. Thanks!
        
    
            Q: Hi 5i Research team,
I have a brokerage account where I get Analyst Rating change Notice about the stocks I hold. One of my holding is GOOGL:Q and today there was an analyst rating change from Mizuho Securities for the current price target to US$205 from previous price target of US$295. Normally this kind of downgrading gives weakness in stock price.
My question is "do this kind of large price decrease targets are normal and do these people have inside information what normal investor have no clue"?
Your thoughts about the company will be appreciated.
Piyush
    I have a brokerage account where I get Analyst Rating change Notice about the stocks I hold. One of my holding is GOOGL:Q and today there was an analyst rating change from Mizuho Securities for the current price target to US$205 from previous price target of US$295. Normally this kind of downgrading gives weakness in stock price.
My question is "do this kind of large price decrease targets are normal and do these people have inside information what normal investor have no clue"?
Your thoughts about the company will be appreciated.
Piyush
            Q: How do you think the mistake will change the revenue and growth of CRWD.
Thank You
    Thank You
 
                             
                             
                    