Investment Q&A

Q: I'm reading conflicting reports about the dividend payout ratio of this stock. Is the current dividend sustainable?

Q: Greetings,

Is the sell off in NOVO Nordisk warranted? Seems a bit harsh me thinks.

Just when the stock was pulling out of a tax loss selling nose dive, it now seems to have run out of gas and is falling again.

1) Should we view such a steep drop as possibly an over reaction? Should we wait to see if a bottom forms before stepping in? Buy, sell or hold?

2) I know 5i favours Eli Lilly but has most of the growth already taken place or do you predict even higher altitudes? Buy now or wait for a dip?

Cheers
A

Q: I saw an interview with TomLee who said the cash position of the company makes it profitable no matter how much Bitcoin drops. Does this make sense?

Q: As of today do you consider each of these a buy/hold /sell?
Would you start a new position in any of these or wait till the market settles somewhat?

Q: I bought Nbis at $100 last week. It is come down very significantly. Is it time to sell, hold or buy more. If buy more , at what price.
Thanks

Q: Hello, can you comment on their latest earnings? Thanks

Q: Hi, Sorry there are lot of companies listed but in summary this is three part question:

1. I have BAM2%,BN9%,BEP5%. I was thinking of putting new money to KKR or BX or APO. Should i add new money to existing positions or to new positions. Which one and approx. price please.

2. All the listed are in red in various taxable and registered accounts. Which one is good candidate for new money , which one would be sell and hold.

3. ISRG is at 1.5%. Should i go to 5% in one shot or go slowly or just hold on . This is in taxable account.

Thanks

Q: hi folks, Genius Sports geni/q currently -12%....markets did not like 1) the acquisition, or 2) pre-liminary results....or a combo of both??....would you now view stock as a Buy/Add in the $7's, Hold, or Sell....tough times in the markets these days, thanks as always, jb

Q: On the dip, where does Google look compelling. We listened to your advice a couple years ago and would like to add as we see this as a pillar in our holdings.

Q: What in the fundamentals contributed to the big drop in ENS today? Would you be a buyer of ENS, based on these quarterly results?

Q: GOOG What do you think of their latest quarter why the big drop in futures trading.

Q: Good morning Peter and Team,

Something I've always wondered: Do negative news items about the founder of a particular company — Microsoft in this case — have any effect on the performance of the stock? Last night on the news, I heard Melinda Gates talk about her ex-husband's apparent relationship with Epstein, certainly not helping Bill's image.

Or are these stories just “noise” and should be ignored?

Q: Hello Team 5i,

Apart from the immense spending MSFT is continuing to undertake to beef-up their Azure capabilities can you comment :
(1).On the other reasons the shares have been severely punished since coming up with what appeared to be some reasonably good earnings for the past quarter? Also can you please explain :
(2). Why less than a few months ago MSFT renegotiation of their new terms with Open AI was heralded as a very good move (their stock value popped up the same day close to a new maximum) whereas the same relationship now seems to have become detrimental to MSFT, maybe even compounding their precipitous share price drop (from 550 to 410) among other reasons?. As always thank for sharing your always very good insights. Adel

Q: Do you see any of the big name stocks [companys] in Canada & the USA that are over-valued and investors should not be investing in them?

Thank you.

Q: Hi There! Isn't RMBS similar to SNDK & TXN? If yes, why is it NOT moving up like the other Memory stocks?

Many Thanks!

Q: Keeping current market conditions in mind and assuming we still have more downside to come, can you share 5 US and 5 Canadian stocks/ETFs on your shopping list? I'm not worried about diversification - just looking for your top picks regardless of sector overlap.

Thank you!

Q: Hi could you please give an update on SO - it’s kind of moved sideways in for quite awhile so wondering if you see it moving any time soon.

Thanks

Q: Hello,

Can I please get your thoughts on the most recent quarter? Looking to add to my position here, thoughts?

Thanks.

Q: Hi There. Please correct me if I am wrong but I understand that Google, Microsoft and Amazon are stake holders of Anthropic. Can you please tell how much % ownership they have in Anthropic? Do you think this is a reasonable way of getting exposure to Anthropic? If yes, which stock if any would you purchase? Many thanks.

Q: Hi Group took some profits on Google (still hold 6%) any have some cash would like to pick 3 from the above list and start 3 new positions . Please give me you 3 to add to as well suggestions in 3 new positions Amazon Apple Meta i no longer have maybe they qualify

Better to add or start new positions is the question please list in order of preference in both Growth and value are the target thanks