Investment Q&A

Q: Hi 5i Team,
For better upside potential, would you pick Elastic N.V. or Nutanix Inc ?
Pls give brief explanation.
Thanks a lot.

Q: I own Shockwave, which popped following the news that they’re in talks with Johnson & Johnson to be acquired. I know Boston Scientific showed interest last year. There’s no offer yet and I’m not sure of the best course of action at this point. Is it realistic for the stock price to keep climbing? Any general guidance?

Q: Which US industrials represent the best combo of dividends and growth potential? Thanks

Q: Can you name 3 undervalued U.S. growth Stocks that have good growth potential. Preferred to purchase and leave be for 10 + years.

Q: Hi 5i!

Can you comment the news about Celcius and Pepsico? Your toughts on the 7% drop, is it an occasion to add more shares?

Thanks!

Frank

Q: Been a few years since NTAP was written about on here can you please provide some analysis? Thank you.

Q: Is there a way to short DIGITAL WORLD ACQUISITION, the company that has acquired Truth Social?

Q: Your analysis please, thanks!

Q: what 3 metrics do you use to value ZTS? . please give the forward metric for each criteria versus the 3 year average metric thanks Richard

Q: HAS GAINED SOME MOMENTUM RECENTLY. BESIDES HAVING A NICE DIVIDEND,
what is your opinion?

Q: In a high growth portfolio I hold the following US stocks: CRWD, GOOGL, NVO, Uber and the ETF XT. I think I would like to replace the ETF XT with a single growth stock. XT has done okay for me in that it has doubled but that took nearly 10 years. Can you recommend a faster growing US stock that would be a good fit?

Thank you.
David

Q: Just out of curiosity, what do you think about Mr. Trump’s company (Truth Social) that has recently gone public? I see that it’s up 11.99% at the moment, is it the novelty effect that’s causing this? Thank you

Q: These two stocks were recommended as AI growth investments relating to data centres. Could you provide a comparison of the two in terms of upside downside relative valuation and whether you would buy either or both at this time with confidence for a 3 year hold. Thank you.

Q: Hi 5i
ALAB- Astera labs is not in your data base.... I would like your opinion on this semiconductor based connectivity company...looks like it had recent IPO..SP has gone a little crazy... Is this an investable at this time or requires more time to settle down.... Would 5i have any interest at this time?
thx

Q: Hi there, your thoughts on FLUT after reporting and conf. call?

Would you continue to hold for the FanD IPO, and longer?

Any info on them moving away from the LSE to NYSE only?

Thanks for all your help!

Q: Hi, Powell Industries seems to be in the right sector of electrical infrastructure and stock has done very well. However, as noted in your recent comments, it has been quite volatile, specially after the last quarterly results released in January.

The founder CEO, Mr Thomas Powell has sold bunch of shares in late 2023, as well over 50,000 shares, over a period of several days, between Feb and March, this year, ( $154 to $187 ). In addition, as per F144 filed on March 4, he intends to sell additional 200,000 shares, of which only 4000 shares have been sold on March 4 ( $185-$189 ). So, effectively, there continues to be an overhang of an impending sale of remaining shares, in the market.

Does it explain the sharp and precipitous decline of the stock over past 3 weeks ?

Is this a red flag and limits the future upside of this stock ?

On the bright side, Mr Powell still owns over 2.2 mln shares, which is about 22% of issued and o/s common shares of Powell Industries.

In your opinion, is the price decline of $45 from its recent high is overdone and POWL is a decent buy now, based on current valuation, minimal debt and future growth potential ?

We purchased the shares recently and own with ACB of $160 ( 1.25% weight ) to complement our HPS.a 3% position. Do you recommend holding the shares and add at current level or wait for next quarter ?

Thank You

Q: Hi - are you current fans of the US homebuilding stocks (and their macro environment) for next 12-18 months? If so, what stocks do you prefer to buy at current prices (and a brief "why")? Many thanks as always!

Q: Hi 5i
BXSL has had a nice run up.... and still generates a 9.8% yield.
Is this a best of both worlds kind of stock? BX is something of a powerhouse company.
BXSL ok for both reliable income and decent growth?

Thank you.

Q: I have held Magna for multiple years, and with the execption of a surge in value three years ago (which it eventually surrendered), it is at pretty much my original purchase price. I have been considering a switch to Amazon, as I cannot think of a more dominant player in the consumer cyclical space. I had also considered starting a position in Aritzia, but I am not as confident in its profile as I am with Amazon. The position of this investment is 4% of portfolio, if the exposure level has any influence at all on the analysis. One potential tailwind for Magna could be manufacture of parts for battery electric vehicles, which should increase in demand over the next five years: my understanding is that MG provides many such parts to multiple companies that make these particular automobiles.

Would a switch from MG to AMZN be prudent, or is there a stronger case to be made for staying put? As always, thanks so much for your insights, and I look forward to your response.

Q: What is a good price for buying Google?

Thank you.

Howard