Q: Is Microstrategy a buy based on their current bitcoin holdings at the current bit coin price of approx. 44000. What is the outlook of their overall business, cash flow, and future earnings excluding bitcoin. Thanks so much for your analysis.
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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: Hi 5i
Currently a share holder of WBA....
Regarding previous 5i comments about WBA, its debt and large dividend.......
Now that WBA has cut dividend by nearly 50%, where do you see it going from here?
Is it a good time to consider or still require wait and see? Attractive entry point at what price?
What has to happen next in this story?
Thx
jim
Currently a share holder of WBA....
Regarding previous 5i comments about WBA, its debt and large dividend.......
Now that WBA has cut dividend by nearly 50%, where do you see it going from here?
Is it a good time to consider or still require wait and see? Attractive entry point at what price?
What has to happen next in this story?
Thx
jim
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Microsoft Corporation (MSFT $503.32)
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NVIDIA Corporation (NVDA $164.92)
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Uber Technologies Inc. (UBER $95.39)
Q: How would you rank these 3 today for growth and also for a buy today?
Thanks Again.
Thanks Again.
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PayPal Holdings Inc. (PYPL $71.36)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.42)
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Payfare Inc. Class A Common Shares (PAY $4.00)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.70)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Upstart Holdings Inc. (UPST $75.62)
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Affirm Holdings Inc. (AFRM $64.72)
Q: For a 3 year hold, how would you rate these stocks, 1 means "forget it", 10 means "high growth expected": Nvei.to, shop.to, payfare.to, LSPD.to, PayPal, afrm, upst?
If possible, what would be a good entry price? Thanks
If possible, what would be a good entry price? Thanks
Q: Do you think Fisker is going bankrupt? Or will need to greatly dilute with an offering at current or lower share price? I'm surprised the MC is so low considering they are starting to deliver vehicles.
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Apple Inc. (AAPL $211.16)
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Amazon.com Inc. (AMZN $225.02)
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Meta Platforms Inc. (META $717.51)
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Alphabet Inc. (GOOG $181.31)
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Microsoft Corporation (MSFT $503.32)
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NVIDIA Corporation (NVDA $164.92)
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Tesla Inc. (TSLA $313.51)
Q: There is so much buzz in media about the Magnificent Seven- the latest grouping that alleges dominance from these mega cap leaders and how 2024 is likely to see them fall from grace at least in momentum rallies, or at least in contrast to others.
Don’t support this assertion, ie is there relative price and growth rate relative to others such that they are due to get leapfrogged, or worse decline? I feel like this same line has been towed for several years and look at five and ten year growth rates for any of these as examples.
If you had some chunk of change would you lean here or elsewhere, say to financials or industrials?
Don’t support this assertion, ie is there relative price and growth rate relative to others such that they are due to get leapfrogged, or worse decline? I feel like this same line has been towed for several years and look at five and ten year growth rates for any of these as examples.
If you had some chunk of change would you lean here or elsewhere, say to financials or industrials?
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Parker-Hannifin Corporation (PH $714.91)
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Comfort Systems USA Inc. (FIX $539.50)
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Mueller Industries Inc. (MLI $86.39)
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Encore Wire Corporation (WIRE)
Q: Hi Peter, Great a service.
Can you rank these 4 stocks in terms of growth and risk?
Can you rank these 4 stocks in terms of growth and risk?
Q: Hi , what is the difference between VFV and VOO. Is one safer then the other?
Thanks. Alnoor
Thanks. Alnoor
Q: Morning 5iTeam,
Would you please comment on UHN's earnings and how how the stock will perform going forward.
Thanks,
H
Would you please comment on UHN's earnings and how how the stock will perform going forward.
Thanks,
H
Q: Curious what you currently think of UBER. They apparently are starting to generate real profits and competition seems to be somewhat weakening. Looking at a small 100 share position. Thank you very much.
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Bank of America Corporation (BAC $46.73)
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JPMorgan Chase & Co. (JPM $286.86)
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Morgan Stanley (MS $142.28)
Q: Opinion on US Banks in General ? JPM at ATH but others (BAC ) not even close ?
Thanks
Greg
Thanks
Greg
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Brookfield Renewable Partners L.P. (BEP.UN $34.75)
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Axon Enterprise Inc. (AXON $729.62)
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Vertiv Holdings LLC Class A (VRT $123.30)
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Celsius Holdings Inc. (CELH $45.09)
Q: Would you be able to provide me with a list of 3 CDN and 3 US stocks that you expect to have a significantly better overall return in the next 12-36 months than BEP and a brief comment on each as to why?
Please deduct as many credits as required,
Thanks,
Terry
Please deduct as many credits as required,
Thanks,
Terry
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Beacon Roofing Supply Inc. (BECN)
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Applied Industrial Technologies Inc. (AIT $253.91)
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MRC Global Inc. (MRC $12.79)
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MSC Industrial Direct Company Inc. (MSM $90.38)
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SiteOne Landscape Supply Inc. (SITE $129.24)
Q: Hello 5i
Could I have your assessment of AIT ?
Who are its peers and how would it rank amongst them?
Thank you
Dave
Could I have your assessment of AIT ?
Who are its peers and how would it rank amongst them?
Thank you
Dave
Q: Hi 5i Team,
Would you please shed some light on why COIN was tanking while price of Bitcoin was on a roll these past few weeks. Shouldn't their prices move in tandem? Also would COIN be a sell, hold or buy and your rationale?
Thanks and great work as usual, team.
H
Would you please shed some light on why COIN was tanking while price of Bitcoin was on a roll these past few weeks. Shouldn't their prices move in tandem? Also would COIN be a sell, hold or buy and your rationale?
Thanks and great work as usual, team.
H
Q: I have enough exposure to the magnificent 7 and feel they might tread water this year . Please recommend an equal weight etf on the S&P. Canadian $ or hedged preferred.
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iShares Russell 2000 Growth ETF (IWO $288.65)
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Vanguard Dividend Appreciation FTF (VIG $205.93)
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SPDR S&P 500 ETF Trust (SPY $623.62)
Q: I have a grandson who has just graduated from university in the United States. He is serious about investing and wants to know whether the best way to get started for long-term wealth accumulation is starting a high-yield savings account or an IRA?
Or, is there something else you would suggest.
Or, is there something else you would suggest.
Q: Greetings. It's been a while since a question was asked about Freshpet. Just off it's recent highs, positive reviews by several analysts, however still expected to lose money this year and next but with estimates trending up. Could you render your opinion, please, and provide attractive alternatives (if any exist) in this space. Thanks.
Q: Can you please give an update on COIN, especially in light of the new spot BTC etfs that are now available.
Coinbase charges 2.5% transaction fees, a business that will surely suffer now that there are ways to participate in BTC for 20 basis points. From what I rave read, COIN, as the custodian for several of these ETFs will be paid 5 basis points for AUM.
That’s 245 basis points lower than what they are make on their trading fees.
What is your outlook on this company? Is there any compelling reason to hold it? Please give your bull and bear case.
Thank you.
Coinbase charges 2.5% transaction fees, a business that will surely suffer now that there are ways to participate in BTC for 20 basis points. From what I rave read, COIN, as the custodian for several of these ETFs will be paid 5 basis points for AUM.
That’s 245 basis points lower than what they are make on their trading fees.
What is your outlook on this company? Is there any compelling reason to hold it? Please give your bull and bear case.
Thank you.
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Amazon.com Inc. (AMZN $225.02)
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Atlassian Corporation (TEAM $187.01)
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MKS Inc. (MKSI $106.45)
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Etsy Inc. (ETSY $57.87)
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ASGN Incorporated (ASGN $48.62)
Q: Please rate these companies from best to worse. Are there any that you would add to? Are any outright sells?
Q: In a recent answer, 5i suggested that CELH may be a multi-bagger “ IF, and only IF, it follows MNST’s pattern of market-share gains and profitability. “ Could you please describe MNST’s business model of market gains and profitability? To date, how close has CELH matched MNST’s playbook, accounting for time in the market? What are the key attributes that CELH needs to build/hone/display, in order to match MNST’s playbook?