Investment Q&A

Q: Does this market present a great opportunity to buy Microsoft for a long-term position?

Q: Can I get cons and cons for starting a new small position in ALB?..is current level a good entry level? Many txs...

Q: These companies are often discussed as rivals. In light of SMCI’s results, what do you think of the prospects for HPE and DELL in relation to SMCI? If you had to rank them, which ones get the gold, silver and bronze?

Q: Please comment on the earnings and outlook going forward?

Q: What's your take on the trading in Celsius ? seems like so much speculation vs fundamentals investing .

Thanks

Greg

Q: SMCI reports after the bell today. They predicted around $8/share for the quarter. I bought this stock at $800, what are your thoughts about doubling down prior to earnings? Thanks

Q: With the economy slowing and interest rate cuts on the horizon in the US and already occurring in Canada, should beneficiaries of the higher rates - insurance cos like TSU, FFH, and MFC be sold?

Q: Please compare/contrast VRT & CRWD as 5 year investment at this time.

Q: Can I please have your thoughts on KKR. Your overall thoughts on the company and do you see more upside and your take on the recently announced earnings. Thank You.

Q: A rather timely question this morning for 5i clients. If you wanted to add on the big pullback this morning, what would be the 3 names you'd add to? Thx

Q: Is this worthwhile ( Canadian at about $22or should one just buy on that NYSE?

Q: Hi,

Comments on NXT's quarter, please and thank you! Numbers didn't look bad to me.

Michael

Q: why did kkr drop so much on last Friday

Q: Your thoughts on this stock. Also, what would explain a yoyo round trip in the stock price in 1 day on increased volume as seen on Monday. Thanks

Q: Hi, Could you please comment on Palentir earnings. Thank you

Q: Your thoughts on this company. Is it a buy, sell or hold. Thanks

Q: Thoughts on the quarter and guidance ? Thank you.,

Q: Hi 5i Team,
If you can only buy one of them, Broadcom and AMD, which one would you prefer?

Q: Read the Q&As almost daily for several years now.
Senior, retired and living on government pensions.
My question is about a growth-oriented TFSA cash allocation of about 10k or less than .75% of total equity portfolio. Will not need the funds for another 34 months.
Understand you cannot indicate position size or provide personal advice.
Current TFSA holdings in order of largest %age gain to biggest losers in TFSA is: TFII, TRI, DIR.un, DSG, KXS, LMN, TOI, TVK, EQB, DOL, DOO, PMZ.un, TIXT, REAL, S, HOT.un, EGLX. Top 10 are in excess of 1.50% of position size. Bottom six are headed for exit ramp in due course.
Across entire non-reg and TFSA portfolio am underweight Cons Cycl, COMMS, Industrials, Healthcare and international multi-sector.
Pondering adding to existing or a new TFSA position to add to the 40-plus I already have. So how would YOU allocate this 10K today?

Q: Hello, in an answer to a question back on March 8th of this year you indicated some attractive entry prices for the Canadian CDR's of the Magnificent 7. What would be your current attractive entry prices given the changes over the past few months and the recent reporting season?