Q: Hello, BKNG looks like a company that continues to outperform with low capex spending and high cash flows. What would be a good entry point ?
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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: Many thanks for Celsius , literally bought the last 2 at Local 7Eleven shelf empty !
Learned about this availability from Tik Tok and my Teenage Daughters
All the rage with a very Important Demographic .
Just the beginning of Worldwide expansion.
How do we know if this just a test into market or Costco. Amazon and Walmart etc.. on deck ?
Greg
Learned about this availability from Tik Tok and my Teenage Daughters
All the rage with a very Important Demographic .
Just the beginning of Worldwide expansion.
How do we know if this just a test into market or Costco. Amazon and Walmart etc.. on deck ?
Greg
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Warner Bros Discovery Inc Com Ser A (DISCA)
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Paramount Global (PARA)
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Warner Bros. Discovery Inc. (WBD)
Q: What is your opinion on this company and its future? Time to take my lumps and move on or is there a merger or anything else in the pipeline...potentially?
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Regeneron Pharmaceuticals Inc. (REGN)
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Eli Lilly and Company (LLY)
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iShares Russell 1000 Growth ETF (IWF)
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Vanguard Growth ETF (VUG)
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First Trust NASDAQ-100 Equal Weighted Index Fund (QQEW)
Q: Can you suggest some growth ETFs (not necessarily healthcare ) which hold Eli and or REGN please?
Q: Considering portfolio weights are personal, how high of a weight would YOU be comfortable holding CRWD?
Q: Hello
I guess you knew someone was going to ask this. Of the new 11 spot bitcoin US ETFs newly approved, which three have the lowest MERs and what would your three favorites be and why if you have any?
Thanks
jeff
I guess you knew someone was going to ask this. Of the new 11 spot bitcoin US ETFs newly approved, which three have the lowest MERs and what would your three favorites be and why if you have any?
Thanks
jeff
Q: I've owned this stock for over a year now. It moves with BTC and sometimes goes up and down proportionally and many times moves at a premium to BTC.
Over the last week it has performed very differently to how it has over the past year VASTLY underperforming the underlying asset.
I know all about the company and its holdings of BTC, don't spend time explaining that.
I've searched everywhere and cannot determine why MSTR is so underperforming BTC in the past 7 trading days where BTC has moved very bullishly.
eg.
Currently BTC is up 5.47% and MSTR is up 1.2%
Over the past 5 days BTC is up 9.75% and MSTR is down 8.9%
Can you advise why the major discrepency?
Thanks
Sheldon
Over the last week it has performed very differently to how it has over the past year VASTLY underperforming the underlying asset.
I know all about the company and its holdings of BTC, don't spend time explaining that.
I've searched everywhere and cannot determine why MSTR is so underperforming BTC in the past 7 trading days where BTC has moved very bullishly.
eg.
Currently BTC is up 5.47% and MSTR is up 1.2%
Over the past 5 days BTC is up 9.75% and MSTR is down 8.9%
Can you advise why the major discrepency?
Thanks
Sheldon
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Charles Schwab Corporation (The) (SCHW)
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Trex Company Inc. (TREX)
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Ultra Clean Holdings Inc. (UCTT)
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Airbnb Inc. (ABNB)
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Mitek Systems Inc. (MITK)
Q: I've got these laggards in a TFSA or RRSP, down between 15-36%! I want to dump a bunch (all?) as I feel I've given them enough time to perform and they haven't. Does 5i see catalysts in the next 12 months for any of these that i should keep some?
In which order would you drop them.
In which order would you drop them.
Q: You touted this stock some time ago and I have done quite well by it ever since. However, you have not mentioned it lately. Is there any reason to suspect that it will not continue to grow despite it being in what I consider to be a growth area - HVAC both residential and commercial? Or is there another US industrial you feel provides better prospects?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: Happy New year to you and your staff !!! A brand new year, a brand new challenge. It would seem that small caps are the cheapest part of the market these days. Would something like CALF be a good way to take advantage of the small cap market without the obvious risk of picking individual winners in this space ?
Q: Would you own both, or which one is the best value and with maybe less risk?
Thanks again
Thanks again
Q: Hi 5i Team Could you tell me what is driving Meta? I have a small position in it and was planning on trading it for MSFT but it seems to be performing better recently. Do you think the trade is a good move or should I hang on to META.
TIA
TIA
Q: Do you have the date of the next quaterly result and the market expections?
Thanks
Thanks
Q: When recommending CROX 5i makes it crystal clear that volatility is to be expected.
That has certainly been true.
i like the company, less so the stock given most of the vol has been down since my purchase.
it is now showing some decent upside M.
Does 5i expect 6 month to one year M to be more biased to up than down.
I am inclined to hold and add if the risk reward justifies it…. otherwise I would look for an opportunity to sell it and move the money into one of your current higher conviction suggestions.
Thanks yet again for your advice.
That has certainly been true.
i like the company, less so the stock given most of the vol has been down since my purchase.
it is now showing some decent upside M.
Does 5i expect 6 month to one year M to be more biased to up than down.
I am inclined to hold and add if the risk reward justifies it…. otherwise I would look for an opportunity to sell it and move the money into one of your current higher conviction suggestions.
Thanks yet again for your advice.
Q: Hi, Can you please suggest the best way to invest in Russell2000. both Hedged and not.
Q: Hi can you please provide an updated opinion on KVYO now that the ipo sizzle has subsided a bit? I'm intrigued that Shopify invested heavily in it.
Q: On a PE basis, the stock looks reasonably priced. On a P/B or P/S, it looks overvalued. What would you used as the best metrics to value a company in the semi space?
Also, could you add ARM Holdings to your company profiles?
TIA
Also, could you add ARM Holdings to your company profiles?
TIA
Q: What is the outlook for AMKR in 2024. Also, what is the street consensus. I would very much appreciate your out look for this company in 2024-25, and would you by at this price. Thank you very much for your great service.
Earl
Earl
Q: In my mind, AI was a threat to DUOL since I thought it would lower the bar considerably for people to use the open source to create a language conversion program. But I've seen many like 5i and other growth investors really like their runway. It's there any merit to my concern, or is AI in fact increasing their moat or enhancing their first-mover advantage?
Q: Given that you chose 4 Canadian companies in response to my earlier question, as a follow up question, would you kindly pick 4 US stocks that you believe could increase in value by 1000% over the next 10 years. Each must have a current market cap of at least $750M. Please provide a short reason for selecting each stock. Thank you.