Q: Apparently RKLB is under attack by a short. Specifically that Neutron is behind schedule and current valuation cannot be justified. Your thoughts?
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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: Given the recent decline in TSLA, and the focus in the media of Elon Musk, care to provide some guidance to a long term investor. Thank you !
Q: Your thoughts about a new position in either rrsp or tfsa for 3/5 years in this volatile environment ?
Thank you for such a great service to us all.
Thank you for such a great service to us all.
Q: Can I please have your thoughts on Axon's earnings announced on February 25th. After it's huge drop this past week is this a buying opportunity or a chance to get out? Your overall thoughts on the company would be appreciated. Thank You.
Q: Hi, INTU has been taking a beating. Are there still lingering issues? There was a short report some time back...
Your thoughts on earnings and if you'd consider it a compelling enough buy at this time.
thx, Mark
Your thoughts on earnings and if you'd consider it a compelling enough buy at this time.
thx, Mark
Q: Hi,
SMCI submitted 10K before the deadline. The company had provided forward guidance. What is the probability they wood goof up the next few quarters - specially when coming back from the brink.
Given its current valuation, would you trust the management and invest for the next few quarters? If yes, would you consider a full position or even going overweight?
Regards
Rajiv
SMCI submitted 10K before the deadline. The company had provided forward guidance. What is the probability they wood goof up the next few quarters - specially when coming back from the brink.
Given its current valuation, would you trust the management and invest for the next few quarters? If yes, would you consider a full position or even going overweight?
Regards
Rajiv
Q: I have been looking at this company that is listed on the CBOE and with the pending transaction transition to the Nasdaq:
https://static1.squarespace.com/static/5bcd1bc7e6666906ce83888e/t/678a53fc41bd78035aa4eef3/1737118717667/CL-Press+Release+-+MLC+TURN+Merger+Announcement_vFF.pdf
With the backing of BC Partners do you think it represents an interesting investment opportunity?
https://static1.squarespace.com/static/5bcd1bc7e6666906ce83888e/t/678a53fc41bd78035aa4eef3/1737118717667/CL-Press+Release+-+MLC+TURN+Merger+Announcement_vFF.pdf
With the backing of BC Partners do you think it represents an interesting investment opportunity?
Q: Hi Team,
This seems like an opportune time to add to this position. What are your thoughts on the company's valuation and competitive position?
This seems like an opportune time to add to this position. What are your thoughts on the company's valuation and competitive position?
Q: Hi,
WDC just split into 2 companies today. Can you please take a look at the 2 individual companies and give me your take if you think both or the individual companies look like they will show strong growth and increased stock price over the next 5 year.
Buy , sell or hold on the 2?
With thanks
Sheldon
WDC just split into 2 companies today. Can you please take a look at the 2 individual companies and give me your take if you think both or the individual companies look like they will show strong growth and increased stock price over the next 5 year.
Buy , sell or hold on the 2?
With thanks
Sheldon
Q: Can you follow up on your last comments on Ultra Clean Holdings and their most recent earnings and why they dropped so much? Buy, hold or sell? thanks
Q: Is TTD going to be in the penalty box for a few quarters? Is this a hold or sell?
If I sell looking to allocate the funds to make Google and VHI full positions.
If I sell looking to allocate the funds to make Google and VHI full positions.
Q: Hi 5i
How were TEM earning and where do you see it going from here? Market does not seem to like.....Would 5I be interested after the 15% drop today? if so at what price
thx
How were TEM earning and where do you see it going from here? Market does not seem to like.....Would 5I be interested after the 15% drop today? if so at what price
thx
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Philip Morris International Inc (PM)
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Hydro One Limited (H)
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British American Tobacco p.l.c. (BTI)
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Propel Holdings Inc. (PRL)
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A & W Food Services of Canada Inc. (AW)
Q: After Friday's big market drop, what are the best 5 stocks currently that are "safe" with a growing dividend, to start positions in?
Q: Hello, what is your view on RTX? It has had a return of close to 40% in the past year. Obviously, I don't expect it to continue at that pace. With tariffs possibly coming, it would affect Pratt&Whitney in Canada. I like the co but I'm debating whether to sell and protect my gain in order to rebalance my portfolio. Thanks
Q: Hi All at 5i!
I am wondering what your thoughts are on Sterling. I initially bought it at $53 and have trimmed away some of the gains. They report on the 25 th . The stock has declined in value over the last while. Do you still think it has good future prospects for growth.
Cheers,
Tamara
I am wondering what your thoughts are on Sterling. I initially bought it at $53 and have trimmed away some of the gains. They report on the 25 th . The stock has declined in value over the last while. Do you still think it has good future prospects for growth.
Cheers,
Tamara
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Biogen Inc. (BIIB)
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Abbott Laboratories (ABT)
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Eli Lilly and Company (LLY)
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Pfizer Inc. (PFE)
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Novo Nordisk A/S (NVO)
Q: November 2020 was your last response on the business fundamentals of this company. Recognizing that the stock price has dropped even more since then, what has changed with this company's outlook when comparing time periods?
How is its balance sheet and drug pipeline compared to Pfizer?
Pfizer is clearly more of an income play but that aside, do you favour one or the other for any particular reason?
How is its balance sheet and drug pipeline compared to Pfizer?
Pfizer is clearly more of an income play but that aside, do you favour one or the other for any particular reason?
Q: Hello, how do you feel about taking a position in both these stocks for safer compounding places to hide in these volatile markets ? If so, would these prices be fair or would waiting for a larger pullback make more sense ? Thanks.
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BlackRock Inc. (BLK)
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KKR & Co. Inc. (KKR)
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Blackstone Inc. (BX)
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Apollo Global Management Inc. (APO)
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Ares Management Corporation Class A (ARES)
Q: What's going on with these companies? Ever since I bought all of them about a month ago, they are al tanking!!!
Thanks! Austin
Thanks! Austin
Q: Hi, I have to wonder, given today's drop in VRT's price if it is headed in the same direction as others following long term downward price pressure such as LSPD, AQN, SMCI, etc. Initially I thought the drop after DeepSeek was overdone, but now I am thinking I've missed something else. I understand it did not have great earnings recently - is it time to move on, vs wait to see how much lower it may go? Or is today's drop a result of outside forces, such as options expiration? Thank you for your thoughts and advice.
Q: After the market events of early 2025, what would you consider a "reasonable size" position in NVDA, if it were your portfolio? Would it be a lower percentage than, say, a year ago?