Q: Is your opinion on this company changed? I think since the last question in July they now have 70+m in cash.
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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: Hi gang,
Can I please get your input for Tost. Buy or hold.
Thanks.Alnoor
Can I please get your input for Tost. Buy or hold.
Thanks.Alnoor
Q: Hi,
If one does not hold a full position, is it a good time to average down at this time? It is trading near the last earnings release and there are still 3 weeks to go for the next release. A case of profit taking going on?
Regards
Rajiv
If one does not hold a full position, is it a good time to average down at this time? It is trading near the last earnings release and there are still 3 weeks to go for the next release. A case of profit taking going on?
Regards
Rajiv
Q: Could you comment on this company please?
Q: Can you please give me your opinion on the prospects of GARP. It seems to have performed well since inception, but not without volatility (25% drop in 2021/2022). With this in mind, would it be appropriate for a growth portion of a portfolio? Would now be a good time to initiate a position, or wait for a pullback.
Thank you.
Thank you.
Q: I am intrigued with the price action of AXON, for past several weeks. Even when markets and its peers defence/technology stocks are flirting with all time highs, this one does n't seem to catch a bid. Could you help understand, as this is apparently one of your top conviction stocks.
They say that if in an up market, if a stock struggles or moves lower, we need to watch it.
Thank You
They say that if in an up market, if a stock struggles or moves lower, we need to watch it.
Thank You
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Eaton Corporation PLC (ETN $338.99)
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GE Aerospace (GE $293.23)
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United Rentals Inc. (URI $811.49)
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Linde plc (LIN $404.86)
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Axon Enterprise Inc. (AXON $541.93)
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EMCOR Group Inc. (EME $626.18)
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Comfort Systems USA Inc. (FIX $969.11)
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Heico Corporation (HEI $313.50)
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Vertiv Holdings LLC Class A (VRT $182.91)
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RTX Corporation (RTX $171.49)
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GE Vernova Inc. (GEV $629.50)
Q: Good morning 5i,
I hold the following industrial/material stocks in my RRSP: GEV (2%), FIX (2%) ETN (1.5%), HEI (1.5%), RTX (1.3%), GE (1.2%), LIN(1.2%), EME (1%), VRT (.5%). I also own AXON (3%).
I would like to increase the weight of some of these positions - ideally through consolidation. Could you please put these in order of conviction (growth) for a 5 - 10+ year hold. Are there any that you would sell outright? Would you recommend any other industrials?
Many thanks!
I hold the following industrial/material stocks in my RRSP: GEV (2%), FIX (2%) ETN (1.5%), HEI (1.5%), RTX (1.3%), GE (1.2%), LIN(1.2%), EME (1%), VRT (.5%). I also own AXON (3%).
I would like to increase the weight of some of these positions - ideally through consolidation. Could you please put these in order of conviction (growth) for a 5 - 10+ year hold. Are there any that you would sell outright? Would you recommend any other industrials?
Many thanks!
Q: Can I have your most recent thoughts on Booking? Including the last question specific to the company in July and recent “top pick” type references you have remained generally constructive but it seems the company has now retreated to what looks to me as a technically significant point, and is nearing break-even for me. Is there a level that would cause you to say “whatever is going on here we would step away” or do you remain comfortable in the short to medium term? Thanks.
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KKR & Co. Inc. (KKR $127.10)
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Blackstone Inc. (BX $151.78)
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Carlyle Group Inc (The) - Ordinary Shares (CG $55.97)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.76)
Q: Are you able to provide comparable alternatives in the US. Your top 3, ranked for long term return . (10 year hold)
Q: I am thinking of starting a new position amount these three, which one has more upside? Will this sector be negatively impacted by AI or Crypto adoption? Your guidance is greatly appreciated as always, thank you.
Q: What are your thoughts on the debt conversion, and prospects for co. going forward? Thanks
Q: What would be your 5 best USA ideas today for an RRSP?
Q: Do you see anything driving down ALAB's price? What do think of it going forward? Thank-you
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Nasdaq Inc. (NDAQ $89.30)
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BlackRock Inc. (BLK $1,081.27)
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JPMorgan Chase & Co. (JPM $317.11)
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Mastercard Incorporated (MA $547.46)
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Visa Inc. (V $327.88)
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Cboe Global Markets Inc. (CBOE $253.28)
Q: Hi there,
I'm looking for an indirect (and somewhat conservative) play on crypto. What do you think of these?
I'm looking for an indirect (and somewhat conservative) play on crypto. What do you think of these?
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Kraken Robotics Inc. (PNG $5.93)
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Cognex Corporation (CGNX $38.76)
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Teradyne Inc. (TER $198.24)
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Symbotic Inc. (SYM $63.32)
Q: Besides PNG which is specific to underwater technology what other companies like Tesla are heavily involved in building robots for manufacturing. Seems to be the way of the future and China already has a leg up.
Q: Noticed, while many magnificent names are making new highs in recent stock market run, but Meta, what’s the reason behind this? Is Meta a buy, hold or sell?
Thank,
Thank,
Q: CLBT has been on an improving trend for the last month or so. Any news to explain this? Do you still see the company as a favourable investment, and if so, why? Where do you see the share price going from here? Thank you for your excellent service
Q: Hello 5i HOVR
Your assessment of New Horizon Aircraft please?
Thanks
Dave
Your assessment of New Horizon Aircraft please?
Thanks
Dave
Q: USAR Is it too late to jump into this ? Any others you can recommend? Thanks!
Q: I notice that my APPLE (CDR) shares are down about 3.5% today and the US listed APPLE shares are up about 1.6%.
What accounts for this disparity and does this get corrected in some way so that my APPLE shares trade and therefor the overall valuation is consistent on both sides of the border?
What accounts for this disparity and does this get corrected in some way so that my APPLE shares trade and therefor the overall valuation is consistent on both sides of the border?