Q: Please provide an analysis of the recent issuing of debt by GOOG. They have $100 billion of cash on the balance sheet and oodles of FCF. Feels like they shouldn't need to issue this debt. Do you feel it is a good move or is it concerning in any way?
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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: Michael Burry ( of The Big Short fame) has recently attracted much attention over his analysis and commentary on some the major AI companies. I was wondering whether you had conducted any review of his rationale and reasoning around his positioning
Angus
Angus
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Broadcom Inc. (AVGO $332.92)
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Advanced Micro Devices Inc. (AMD $208.44)
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MP Materials Corp. (MP $61.26)
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Applied Digital Corp. (APLD $34.95)
Q: Would you consider any of these stocks a buy?
Q: what is driving the run-up in LVS and is it sustainable?
Q: I have 300 NFLX.TO CDRs, but I don't see any SPLIT for them. How/When will the SPLIT be reflected? Thanks Kindly!
Q: XLV had a good run. Would you buy it here or wait for a pull back, Do you think that the healthcare sector has more momentum to the upside?
Thank. Cheers
Thank. Cheers
Q: Hell 5i team,
Can you support a buy on EAT even after today's major uptick? Is comparable sales and foot traffic growth enough to support growth over the long term (3-5 years)?
Can you support a buy on EAT even after today's major uptick? Is comparable sales and foot traffic growth enough to support growth over the long term (3-5 years)?
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Intuitive Surgical Inc. (ISRG $488.15)
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NVIDIA Corporation (NVDA $185.41)
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Booking Holdings Inc. (BKNG $4,457.17)
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JPMorgan Chase & Co. (JPM $322.40)
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Eli Lilly and Company (LLY $1,058.18)
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United Rentals Inc. (URI $899.55)
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Axon Enterprise Inc. (AXON $414.20)
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EnerSys (ENS $172.22)
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RTX Corporation (RTX $198.66)
Q: What U.S. companies would you recommend for a US $ TFSA ?
Q: Looking to add an AI stock in the next month or so to my TFSA. Is Nvidia a good one to hold for a time and if not then who?
Thanks for the service.
Thanks for the service.
Q: Down significantly in the past 6 months, would this business be more reasonably valued now - and appropriate to step in at this point, to purchase for a long term hold?
Q: Hi,
What are your thoughts in Semtech's earnings? Mr. Market not too pleased.
Cheers, Chris
What are your thoughts in Semtech's earnings? Mr. Market not too pleased.
Cheers, Chris
Q: Greetings 5i, what is your opinion about this company and its prospects? Hold or sell? Thank you.
Q: I bought APO @ $184 & KKR @ $151 in my RIF account. Should I sell, or hold?? Thanks for your Outstanding service!
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Palo Alto Networks Inc. (PANW $159.32)
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Check Point Software Technologies Ltd. (CHKP $180.91)
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Zscaler Inc. (ZS $167.33)
Q: ZS Could you comment on Q1.
Growth seems strong but the price is down pre market.
Is this a long term hold?
Thanks.
Growth seems strong but the price is down pre market.
Is this a long term hold?
Thanks.
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Adobe Inc. (ADBE $268.38)
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Accenture plc Class A (Ireland) (ACN $240.62)
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Nike Inc. (NKE $63.92)
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Thermo Fisher Scientific Inc (TMO $542.83)
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TELUS Corporation (T $19.32)
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IDEXX Laboratories Inc. (IDXX $644.61)
Q: Dear 5i,
I have a diverse portfolio with stocks and ETFs. Most of my portfolio is doing well. Want to know your thoughts about a few of my holdings that are not doing so well - Adobe, Nike, Accenture, TMO, IDXX and Telus.
What are your thoughts? Should I replace these with a US ETF or hold on. Thanks for your valuable advice as always.
I have a diverse portfolio with stocks and ETFs. Most of my portfolio is doing well. Want to know your thoughts about a few of my holdings that are not doing so well - Adobe, Nike, Accenture, TMO, IDXX and Telus.
What are your thoughts? Should I replace these with a US ETF or hold on. Thanks for your valuable advice as always.
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Apple Inc. (AAPL $278.12)
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NVIDIA Corporation (NVDA $185.41)
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Axon Enterprise Inc. (AXON $414.20)
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CrowdStrike Holdings Inc. (CRWD $395.50)
Q: Hi everyone at 5i thank you all for the great information love this service. So from an analytics point of view I am overweight tech and under weight industrials. Given the recent pull back is this a “good“ switch? This is in a registered account so no tax implications. I’m not that good at charts but it looks like there is some support at $500 for AXON? The other tech stocks I have are NVDA, SHOP, AAPL, CSU, LMN, TOI, of these CRWD is the worst performer only because of the date of acquiring it. I would love to hear your opinion. Thanks again for all your help.
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HIVE Digital Technologies Ltd. (HIVE $3.18)
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Oscar Health Inc. Class A (OSCR $12.24)
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IREN Limited (IREN $41.83)
Q: A couple of favourites amongst growth investors. Which do you think has better long term relevance? Does HIVE in Canada essentially have the same product offering as IREN?
Thanks
Thanks
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Quanta Services Inc. (PWR $508.11)
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WSP Global Inc. (WSP $265.84)
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Stantec Inc. (STN $138.61)
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AECOM (ACM $101.03)
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iShares Global Infrastructure ETF (IGF $65.73)
Q: Further to my previous question,would you consider these all as a buy at this time?
Thank you
Thank you
Q: NVDA down 5% more this morning. From 212$ down to 172$ this morning. Other chip stocks are moving up steady past weeks specially AVGO. Not the darling anymore. Competition taking over?
Q: Hoping to re-visit this business, one year later. Is this any more appealing... a year after the departure of the co-CEO... and apparently still undervalued... or are the growth prospects still quite limited?