Investment Q&A

• Apple Inc. (AAPL)
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• The Walt Disney Company (DIS)
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Q: Thoughts on Disney and Apple? Would you be a here at these prices?

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Read Answer Asked by sean on November 02, 2023

• Opendoor Technologies Inc (OPEN)
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Q: Do you think this company has enough cash to survive? Do they have much debt and can they service it? Thanks.

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Read Answer Asked by Michael on November 02, 2023

• Extreme Networks Inc. (EXTR)
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Q: What is the market did not like for the last quarter? Down 13% yesterday, down 40% in 3 months…

Thanks

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Read Answer Asked by Ray on November 02, 2023

• Advanced Micro Devices Inc. (AMD)
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Q: Prospects for this co?

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Read Answer Asked by Mike on November 02, 2023

• Estee Lauder Companies Inc. (The) (EL)
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• Zoetis Inc. Class A (ZTS)
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• Invesco Solar ETF (TAN)
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Q: Wondering if these companies are Buy, Sell or Hold and why.
Thank you!

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Read Answer Asked by Neil on November 02, 2023

• Mettler-Toledo International Inc. (MTD)
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Q: This stock can't seem to find a floor. Would you still consider it a buy (and at what price?)

TIA!

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Read Answer Asked by Wayne on November 02, 2023

• Salesforce Inc. (CRM)
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Q: Hi , between CRM -ARM if you had to buy one which one would it be? And why?
Thanks. Alnoor

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Read Answer Asked by Alnoor on November 02, 2023

• Morgan Stanley (MS)
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Q: US banks have not well lately.
Looking to take a position in Morgan Stanley. Can you give me your short and long price range for this stock
Thanks Al

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Read Answer Asked by Al on November 02, 2023

• Berkshire Hathaway Inc. (BRK.B)
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Q: BRK.B is off its one year high by ~10%. According to RBC DIRECT INVESTING the PE seems to be attractively low at 8.6 x. AND of lots of cash on hand.

This appears to be a bargain at this point in time. I already own it in 2 funds.

Do you agree on the timing of adding more given the current metrics.

Thanks.

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Read Answer Asked by Donald on November 02, 2023

• Veralto Corp (VLTO)
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Q: What do you think is a good price to top up an existing (underwater) position?

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Read Answer Asked by Wayne on November 02, 2023

• Freeport-McMoRan Inc. (FCX)
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Q: What’s with Freeport?

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Read Answer Asked by Gregory on November 01, 2023

• NET Power Inc. Class A (NPWR)
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Q: Can I get your thoughts on this company please.

Thanks

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Read Answer Asked by Scott on November 01, 2023

• Adobe Inc. (ADBE)
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• Autodesk Inc. (ADSK)
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• Intuit Inc. (INTU)
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• Microsoft Corporation (MSFT)
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• Salesforce Inc. (CRM)
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• Oracle Corporation (ORCL)
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• ServiceNow Inc. (NOW)
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Q: Dear Peter et al:

Recently a tech expert came on BNN and mentioned that going forward, it is the SaaS companies that will benefit from AI revolution. His top pick was ORCL. But he mentioned NOW and CRM as well in passing. I looked at these companies using Finviz's screener (free version!) and I see ORCL has a lot more debt than the other two.

What would be your choice? If not these three do you have any other favourites? Many thanks.

Mano

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Read Answer Asked by Savalai on November 01, 2023

• First Solar Inc. (FSLR)
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Q: Hi 5i,

Can you comment on the latest Q results and the market reaction? I thought things looked okay, but market did not?

TIA

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Read Answer Asked by Wayne on November 01, 2023

• AeroVironment Inc. (AVAV)
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Q: In an answer to an earlier question you said AVAV has been profitable for years. When I call up a quote on my RBC account and on Yahoo Finance they both show EPS of -$5.86 and no PE. Can you explain the discrepancy? Thanks.

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Read Answer Asked by Ken on November 01, 2023

• Lumen Technologies Inc. (LUMN)
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Q: The last Q&A on Lumen was back in February. The slide downhill has continued.

I'd welcome hearing your take on its debt and whether it can recover.

Thank you!

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Read Answer Asked by Marc on November 01, 2023

• Northrop Grumman Corporation (NOC)
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• RTX Corporation (RTX)
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Q: I want to make an investment in the defence sector and have narrowed my focus to these two stocks. Which of the two would you choose and your reasons for doing so. Any comments on these two securities would be appreciated. Thank You.

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Read Answer Asked by Brian on November 01, 2023

• Citizens Financial Group Inc. (CFG)
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Q: Hi 5i
Any thoughts on CFG would be appreciated.

Thx
Gerry

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Read Answer Asked by Gerry on November 01, 2023

• Universal Display Corporation (OLED)
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• SBA Communications Corporation (SBAC)
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• Energy Recovery Inc. (ERII)
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• Atomera Incorporated (ATOM)
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• DigitalBridge Group Inc. (DBRG)
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Q: Any of these businesses look interesting to you as a long term investment?
Thanks

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Read Answer Asked by Curtis on November 01, 2023

• Encore Wire Corporation (WIRE)
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Q: Do you still like WIRE? According to one of the Globe's recent guest columnists (a Mr. Teich at Avenue Investment Management) "We've never seen a business with this strong of a balance sheet". He says the market cap is US $2.8 billion which is down from your April commentary. Has the stock been really weak? Are they a copper miner or more of a fabricator?
Any thoughts you have would be appreciated.
Jim

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Read Answer Asked by James on November 01, 2023