Q: What do you think about the results. Would you be a buyer for next 3-5 years? How does it compare to NBIS?
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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: With IREN being down almost 30% over the past 5 days do you see a buying opportunity here? Are there other similar names that you'd prefer to buy on this dip?
Q: Hi 5i,
Could you provide your opinion on the impact if any, of AI on cybersecurity software/companies. They can certainly use AI to their benefit, but can AI provide the same level of protection long term?
Could you provide your opinion on the impact if any, of AI on cybersecurity software/companies. They can certainly use AI to their benefit, but can AI provide the same level of protection long term?
Q: Good afternoon,
I'm curious about your latest view on AXON. The recent price declines are quite significant. Is this a buying opportunity or a sign of more trouble in the near term? I'm considering selling a put or buying shares and wondering which of these 5i would consider at this point? If you'd consider selling a put, what would be your price target and timeframe?
Thanks as always for the wonderful service you provide to this investing community,
Lisa
I'm curious about your latest view on AXON. The recent price declines are quite significant. Is this a buying opportunity or a sign of more trouble in the near term? I'm considering selling a put or buying shares and wondering which of these 5i would consider at this point? If you'd consider selling a put, what would be your price target and timeframe?
Thanks as always for the wonderful service you provide to this investing community,
Lisa
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Tesla CDR (CAD Hedged) (TSLA $34.35)
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Robinhood CDR (CAD Hedged) (HOOD $14.84)
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Broadcom CDR (CAD Hedged) (AVGO)
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CrowdStrike CDR (CAD Hedged) (CRWD $33.65)
Q: Looking to purchase two of these CDR's. what order would you place them in, for pure upside from these levels
Thanks Dave
Thanks Dave
Q: Your thoughts on Amazon's recent quarter. Thanks.
Robert
Robert
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Alphabet Inc. (GOOG $336.40)
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Teradyne Inc. (TER $375.61)
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Monolithic Power Systems Inc. (MPWR $1,479.62)
Q: Peter, can you give me recommendations for three American stocks which you like? Thanks you
Q: What is your opinion of the stock for a buy at this time?
Thanks. Cheers
Thanks. Cheers
Q: I'm reading conflicting reports about the dividend payout ratio of this stock. Is the current dividend sustainable?
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Eli Lilly and Company (LLY $927.28)
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Novo Nordisk A/S (NVO $40.84)
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Hims & Hers Health Inc. Class A (HIMS $31.27)
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
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?
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NVIDIA Corporation (NVDA $199.78)
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Coinbase Global Inc (COIN $207.17)
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Nebius Group N.V. (NBIS $158.47)
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Galaxy Digital Inc. (GLXY $25.88)
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Circle Internet Group Inc. Class A (CRCL $101.90)
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?
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
Thanks
Q: Hello, can you comment on their latest earnings? Thanks
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Canadian National Railway Company (CNR $152.10)
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Constellation Software Inc. (CSU $2,645.01)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.24)
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Descartes Systems Group Inc. (The) (DSG $105.52)
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TMX Group Limited (X $53.86)
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Thomson Reuters Corporation (TRI $128.68)
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goeasy Ltd. (GSY $31.76)
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KKR & Co. Inc. (KKR $103.65)
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Novo Nordisk A/S (NVO $40.84)
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Canadian General Investments Limited (CGI $51.50)
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Apollo Global Management Inc. (APO $126.22)
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $34.67)
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Topicus.com Inc. (TOI $103.30)
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Cellebrite DI Ltd. (CLBT $13.41)
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Propel Holdings Inc. (PRL $22.96)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.22)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $66.64)
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Lumine Group Inc. (LMN $22.09)
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Intuitive Surgical CDR (CAD Hedged) (ISRG)
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Blackstone CDR (CAD Hedged) (BX $16.22)
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
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?
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?