Q: Hello, when members ask about best US cos. to invest in, you seem to always mention ISRG. Can you extensively elaborate as to why you like it so much? It is at a 52-week high and I know you believe in momentum but it makes me nervous to buy now. Do you see an extended runway for the stock? Thanks!
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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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Twilio Inc. Class A (TWLO $119.07)
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NovoCure Limited (NVCR $13.64)
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Fastly Inc. (FSLY $9.03)
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Lemonade Inc. (LMND $79.41)
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Unity Software Inc. (U $40.95)
Q: I own the following in my TFSA - LMND, NVCR, U, FSLY, TWLO. All are down significantly and make up only a small percentage of the total TFSA. Because I can not take a tax loss, would you recommend leaving them tucked away for now? In other words, do any have good potential? Or would you recommend selling and investing elsewhere? Thanks.
Q: Can I get a comment on the quarter and outlook?
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Miscellaneous (MISC)
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HIVE Digital Technologies Ltd. (HIVE $4.85)
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Hut 8 Corp. (HUT $82.99)
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IREN Limited (IREN $57.82)
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Bit Digital Inc. (BTBT $2.37)
Q: Hi 5i Team - I can't remember the source but have heard a comment stating that Web 3 and AI will bolster each other. First of all, do you know what this might mean and also are there any companies that could benefit from it.
Thanks.
Thanks.
Q: Let me be the first to ask you about this company.
Main product appears to be a monopoly with no competition. They are releasing an updated version soon, with a good chunk of their installed base nearing EOL and due for replacement.
Founder led. No debt, net cash. High returns on capital, growing nicely. Secular tale winds in healthcare space. Valuation doesn't seem stretched.
Outside of being smaller in size, any red flags for you? On first glance, is it something you'd personally consider investing in?
Thanks.
Main product appears to be a monopoly with no competition. They are releasing an updated version soon, with a good chunk of their installed base nearing EOL and due for replacement.
Founder led. No debt, net cash. High returns on capital, growing nicely. Secular tale winds in healthcare space. Valuation doesn't seem stretched.
Outside of being smaller in size, any red flags for you? On first glance, is it something you'd personally consider investing in?
Thanks.
Q: Which company are you more bullish on long term? Are you aware if CLBT has any customers in Canada?
Thanks
Thanks
Q: I have this in my US TFSA - sold upon hearing of lawsuits pending etc.
Do you think it is too early to get back in?
Thank you
Margaret
Do you think it is too early to get back in?
Thank you
Margaret
Q: This looks like an interesting company. What do you think of the valuation?
Thanks
Thanks
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Aspen Aerogels Inc. (ASPN $3.47)
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ADF Group Inc. Subordinate Voting Shares (DRX $8.78)
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Cellebrite DI Ltd. (CLBT $17.00)
Q: Which order would you add to these small cap stocks? Do you think they have long term potential?
Q: Blue Owl's share price was on a good up trend from last November until the end of May 2024, when it turned south. It has been declining since then. Can you identify what caused it to decline at that time? And what do you see happening with the share price going forward? Many thanks for your excellent service.
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Cisco Systems Inc. (CSCO $75.19)
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QUALCOMM Incorporated (QCOM $159.42)
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Colgate-Palmolive Company (CL $84.52)
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Humana Inc. (HUM $273.28)
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Zoetis Inc. Class A (ZTS $124.65)
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AtkinsRéalis Group Inc. (ATRL $95.92)
Q: I have less than 1% positions in the above companies and am trying to reduce holdings. Can you please rank them buy, sell or hold. Thanks Stew
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ConAgra Brands Inc. (CAG $16.96)
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Philip Morris International Inc (PM $173.62)
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Union Pacific Corporation (UNP $229.49)
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British American Tobacco p.l.c. (BTI $58.22)
Q: your updated view on conagra pls. mainly buy&hold dividend investor. owned it for years, considering buying a little more.
Q: Any thoughts about this one? I know it is off of your typical radar but it looks like a great FCF yield!
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Evertz Technologies Limited (ET $14.07)
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Super Micro Computer Inc. (SMCI $32.64)
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PDF Solutions Inc. (PDFS $35.76)
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Yum China Holdings Inc. (YUMC $47.55)
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InMode Ltd. (INMD $13.94)
Q: Sell or hold
pdfs,inmd,smci,yumc ,N ,And ET-T
pdfs,inmd,smci,yumc ,N ,And ET-T
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Peyto Exploration & Development Corp. (PEY $23.12)
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Super Micro Computer Inc. (SMCI $32.64)
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Celsius Holdings Inc. (CELH $54.39)
Q: Hi there, may I please have your thoughts on PEY results?
What companies are you finding interesting right now, after their 2Q results?
Any companies unjustifiably being punished, with their shares being sold off currently, that you believe is not justified and will have a good bounce within the next six months or so? ie; seems like WELL results are being misunderstood...hmm
Thanks!
What companies are you finding interesting right now, after their 2Q results?
Any companies unjustifiably being punished, with their shares being sold off currently, that you believe is not justified and will have a good bounce within the next six months or so? ie; seems like WELL results are being misunderstood...hmm
Thanks!
Q: Please comment on ETSY:US most recent earnings. Thank you.
Q: I keep hearing the word longevity these days. Seems people are living longer so I think there must be some investments I can make to take advantage of this trend. Please give me the names of some companies that are involved in helping people live longer lives and at the same time provide drugs or technologies or therapies that help them enjoy longer lives characterized by a higher quality of life. I'm interested in both American/global companies and Canadian.
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Booking Holdings Inc. (BKNG $5,115.91)
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Celestica Inc. (CLS $436.06)
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goeasy Ltd. (GSY $134.29)
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TerraVest Industries Inc. (TVK $159.99)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $158.14)
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Ulta Beauty Inc. (ULTA $663.48)
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Crocs Inc. (CROX $83.07)
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Celsius Holdings Inc. (CELH $54.39)
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Propel Holdings Inc. (PRL $23.80)
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TransMedics Group Inc. (TMDX $143.37)
Q: What are your best ideas 5 in Canada and 5 in USA over next 2 to 3 years for capital appreciation ? Thank you RAK
Q: My small holding of DISNEY is currently -40% under water. And I’ve been holding it for 3-4 years. What do you think of its prospects in the next 3 years. Would you consider sell it now?
Q: What is your take on holding GOOG going forward, in light of a number of big name fund managers (Ackman,Klarman,Dorsey etc) exiting or largely decreasing their positions in the company? We know its related to the talks of breaking up GOOG. But what do you feel is the likelihood and outcome of that for shareholders? Clearly these managers feel its going to be a negative outcome since they are exiting. Wondering what your outlook is, and if its worth holding throughout the pain. Thx