Q: Can you comment on the new Nebius / Meta deal please? Is this one of the further contracts that were expected after the Microsoft deal in September? Does it change your outlook for the company? Or is it more of a confirmation. 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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Applied Materials Inc. (AMAT $350.17)
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Lam Research Corporation (LRCX $225.75)
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NVIDIA Corporation (NVDA $180.69)
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Rockwell Automation Inc. (ROK $355.38)
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Tesla Inc. (TSLA $392.83)
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Advanced Micro Devices Inc. (AMD $199.36)
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Teradyne Inc. (TER $300.34)
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ON Semiconductor Corporation (ON $60.47)
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ASML Holding N.V. (ASML $1,356.36)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $340.22)
Q: Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots.
Who really knows, what's your opinion on that.
If something like that did happen, which companys would you be investing in now?
Or is it early?
Thank you.
Who really knows, what's your opinion on that.
If something like that did happen, which companys would you be investing in now?
Or is it early?
Thank you.
Q: Can you please provide commentary on why Amazon is issuing bond specifically for its AI investments considering its liquidity position and size and quality of its balance sheet?
Q: is there enough difference between SYK and ISRG so both companies can be held ?does the cyber attack on SYK present an opportunity to buy shares? if so what entry price do you suggest? thanks Richard
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Bristol-Myers Squibb Company (BMY $59.27)
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Kimberly-Clark Corporation (KMB $98.93)
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Merck & Company Inc. (MRK $114.33)
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Pfizer Inc. (PFE $27.33)
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Procter & Gamble Company (The) (PG $146.84)
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Philip Morris International Inc (PM $165.66)
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Williams Companies Inc. (The) (WMB $72.76)
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Rio Tinto Plc (RIO $87.55)
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VICI Properties Inc. (VICI $28.13)
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Nestle SA ADR (NSRGY $97.63)
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Amcor plc (AMCR $39.86)
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JPMorgan Equity Premium Income ETF (JEPI $56.77)
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Verizon CDR (CAD Hedged) (VZ $21.03)
Q: Hi . Looking for your favourite US/International dividend payers is USD. Can you make 5 or 6 suggestions?
Q: Looking for income and a touch of growth. Any thoughts on this stock. It's a while since this stock has come up.
Q: hi folks...thoughts/opinion on Q4 results for Tssi/q...intergration problems of new plant affecting Q3 results, seem to be resolved, and Q4 plus 2026 guidance look pretty good. If Dell is largest customer (Dell member on Tssi Board), what are the chances that Dell would just buy them out. Dan Ives mentioned earlier that he thinks Nebius will be taken out/acquired, thinking the same for Tssi??....would you be comfortable Buying here, or still a Hold...thanks as always, jb
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uniQure N.V. (QURE $14.85)
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Doximity Inc. Class A (DOCS $24.78)
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ADMA Biologics Inc (ADMA $14.90)
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National HealthCare Corporation (NHC $157.52)
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Corvus Pharmaceuticals Inc. (CRVS $14.13)
Q: Hi team,
In attempting to increase the health sector and possibly the international percentage of my portfolio, I am considering the following stocks: ADMA,NHC, QURE,DOCS, CRVS.
Would you recommend any of these or any others for a growth portfolio at this time ?
Gratefully,
Jacques IDS
In attempting to increase the health sector and possibly the international percentage of my portfolio, I am considering the following stocks: ADMA,NHC, QURE,DOCS, CRVS.
Would you recommend any of these or any others for a growth portfolio at this time ?
Gratefully,
Jacques IDS
Q: Hello Team 5i and Everyone!
May I have your take on Rubrik's earnings today please? (RBRK)
Thank you,
Sandra
May I have your take on Rubrik's earnings today please? (RBRK)
Thank you,
Sandra
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Cloudflare Inc. Class A (NET $224.62)
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Vertiv Holdings LLC Class A (VRT $265.01)
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Nebius Group N.V. (NBIS $118.33)
Q: From the point of growth in the 2-3 years to come can you tel me the best investment among the three entreprises and why?
Thank you very much in advance
Thank you very much in advance
Q: You once wrote "The insurance industry tends to perform well in bear markets or stagnant markets (risk-off environments), as they have durable business models with predictable earnings. We like having exposure to the industry as a form of 'insurance' for those unpredictable times when the broader markets soften." My question is around why MMC is performing so poorly, and is this a buying opportunity?
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Applied Materials Inc. (AMAT $350.17)
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Lam Research Corporation (LRCX $225.75)
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Teradyne Inc. (TER $300.34)
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ASML Holding N.V. (ASML $1,356.36)
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Coherent Corp. (COHR $257.44)
Q: Hi 5i,
Could you please rank these 5 stocks in terms of which you would purchase now for a 3 to 5 year hold, with growth being the main (but not total) focus?
And if you could give a bit of background for your reasoning that would be much appreciated.
Thanks!
Could you please rank these 5 stocks in terms of which you would purchase now for a 3 to 5 year hold, with growth being the main (but not total) focus?
And if you could give a bit of background for your reasoning that would be much appreciated.
Thanks!
Q: Hi team,
Is Ceco a good buy right now on the recent pullback? It has had a couple positive days now, seems like its drop may be over. Also generally speaking , do you see it as a name with multi bagger potential over the next decade? I look back to TT and amazed with the type of share price growth an industrial name like Trane has achieved. Could Ceco follow the same trajectory ?
Thanks,
Shane
Is Ceco a good buy right now on the recent pullback? It has had a couple positive days now, seems like its drop may be over. Also generally speaking , do you see it as a name with multi bagger potential over the next decade? I look back to TT and amazed with the type of share price growth an industrial name like Trane has achieved. Could Ceco follow the same trajectory ?
Thanks,
Shane
Q: What are your thoughts on adding coin for a long term holding?
Q: 3 to 5 years
What would be a better pic.
I currently own both and I am able to top up a few shares
Both are great companies.
What would be a better pic.
I currently own both and I am able to top up a few shares
Both are great companies.
Q: RECENTLY RECOMMENDED BY GORDEN REID ON BNN. CAN I HAVE YOUR OPINION PLEASE?
Q: LQDA This company was recommended on BNN. Your opinion of this stock as a possible buy.
Thanks. Cheers
Thanks. Cheers
Q: Greetings 5i, your analysis and opinion on this company and its future prospects please. What are the major positives, if any, and major risks? Is it worth holding? Thank you.
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United Therapeutics Corporation (UTHR $529.84)
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The Ensign Group Inc. (ENSG $204.90)
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MP Materials Corp. (MP $57.59)
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Weatherford International plc (WFRD $86.60)
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DT Midstream Inc. (DTM $133.99)
Q: Seeking to diversify away from Industrials and Tech stocks in my TFSA, as well as too much CAD. I have followed the mantra of putting primarily small to medium cap stocks in it. What would you be your favorite growth stock in order of preference (top 5) that would be purchased in the next week or so?
Q: Do you have an updated view on CRDO? Thoughts on last quarter? Is it a buy on this pullback? If it’s a buy is it a good long term investment or how would you categorize?