Investment Q&A

Q: Hi looking for US company suggestions. Growth focussed. 5-10 years

I currently hold GOOG, NVDA, ISRG, LLY, AMZN, CROX.

I have room for 2 full positions and 1 half.
I’d appreciate your top 5 stocks in order based on my current holdings. Thank you

Q: Hi folks, received shares from the spin-off, what are your thoughts on the company? Add or sell the position? Thanks.

Q: My husband mainly holds ETF's in his TFSA - ZLB, VXC, ZNQ, and some BRK. ZNQ accounts for around 5% with the others split about evenly. Which one would you add new cash to today? Another option we have been looking at is adding VUG. I think there is a lot of overlap between VXC, ZNQ, and VUG. Of the three, which one or two do you like best? Thanks!

Q: Ignoring the stock chart, do you see a good path forward for WOLF ? They are a leader in SiC devices, and I like the segment that they are in - Solar and Energy Storage. Is the balance sheet okay?

Q: On July 19/24, you indicated buying IWM before the election would be risky. So, does one wait until the elections are completely over, or gradually start buying now. I appreciate your insight on this matter. Is their website for seasonality that you would recommend. Thank very much appreciate your good service.

Q: Morning Team,

I currently own DDOG and thinking of swapping it for PLTR. Would like to get your thoughts on this and if you would agree to such a move?

Cheers,
H

Q: Hi 5i,

I am looking for growth. If I can only have one which do you believe has the most potential? NVO for its incredible weight loss drugs or Uber now that it has dominated the car-hailing business.

Thanks
David

Q: cancer cure your comment rak

Q: In replying to Dave's question on CRM you ended answer with "We generally view CRM positively and think it's valuation at 25x forward earnings is fair, although there are higher growth opportunities at similar multiples. We would be fine switching from CRM into another mega-cap tech name. "

Please list your top 5. Thx

Q: The deal with Waymo seems like a slam dunk. This could lead to a full collaboration as robots proliferate. Thoughts?

Q: If you were to replace CRM, what would you replace it with?

Thanks for your service!

Q: Your thoughts on these two please, thanks.

Q: Any explanation for the big jump in RDFN? Is it compelling at current levels?

Q: What are your thoughts on EVRG as a play on the Ai theme? It has projects in the works that seem to bode well for future growth.

Q: Hi 5i,

Had to trim some of my US holdings today due to portfolio balancing/management.

Hoping you could recommend some potential US stocks to redeploy this capitol over the next few months when the opportunity comes up. Looking to hold for at least 5+ years and I am interested in growth and ok with risk.

I have already enough exposure to AI stocks (AMD/VRT/GOOG/MSFT). I am open to any other sector you suggest but was leaning towards something in the real estate or industrial sector.

Thank you in advance and love the service,

Greg C.

Q: How are you feeling about UPST at this juncture?

Q: In May 2024 you answered a question rewarding building a portfolio of US stock: Q: Suppose our extraterrestrial friend, Blaarg, seeks to diversify their portfolio by investing in the U.S. market. Which 12-15 top U.S. stocks would you recommend for them over the next decade? Thanks
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Asked by Esther on May 27, 2024
5i Research Answer:
Here are some of the high-quality US names with moderate risks and reasonable valuations that we think investors could do well by owning a basket of these names over the long term. Although these may not the the best winners, we think these could be considered as compounders such as BKNG, ULTA, AXON, ABNB, UBER, ADBE, FI, ODFL, HEI, AZO, ORLY, ARES.

Would your answer be the same today. If not, what would be your list today? Thanks

Q: Hi - are you aware of Cerebras and that its chips could rival Nvidia? Any views? Thanks

Q: A major downgrade on this stock in the last day or 2 and quite a hit to the price as well when you consider most AI stocks appear to be on their way back up. Karl Ackerman is citing over supply of their memory chips which if lower prices result he would adjust his target price lower yet. Do you think this is accurate information, or perhaps almost like a short report. Can you go over their recent sales, EPS metrics and outlook? Please advise if you would buy this and if so at what price. Thank you.
John

Q: Hi - It's been a while since someone asked about EBAY, so was wondering what your current thoughts are?