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?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
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
-
Broadcom Inc. (AVGO $343.94)
-
Advanced Micro Devices Inc. (AMD $216.00)
-
MP Materials Corp. (MP $62.80)
-
Applied Digital Corp. (APLD $38.23)
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)?
-
Intuitive Surgical Inc. (ISRG $492.84)
-
NVIDIA Corporation (NVDA $189.86)
-
Booking Holdings Inc. (BKNG $4,237.05)
-
JPMorgan Chase & Co. (JPM $322.10)
-
Eli Lilly and Company (LLY $1,044.67)
-
United Rentals Inc. (URI $876.52)
-
Axon Enterprise Inc. (AXON $433.77)
-
EnerSys (ENS $176.30)
-
RTX Corporation (RTX $196.19)
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!
-
Palo Alto Networks Inc. (PANW $166.00)
-
Check Point Software Technologies Ltd. (CHKP $181.27)
-
Zscaler Inc. (ZS $170.18)
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.
-
Adobe Inc. (ADBE $266.90)
-
Accenture plc Class A (Ireland) (ACN $236.76)
-
Nike Inc. (NKE $62.41)
-
Thermo Fisher Scientific Inc (TMO $546.76)
-
TELUS Corporation (T $19.27)
-
IDEXX Laboratories Inc. (IDXX $639.79)
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.
-
Apple Inc. (AAPL $274.62)
-
NVIDIA Corporation (NVDA $189.86)
-
Axon Enterprise Inc. (AXON $433.77)
-
CrowdStrike Holdings Inc. (CRWD $408.04)
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.
-
HIVE Digital Technologies Ltd. (HIVE $3.25)
-
Oscar Health Inc. Class A (OSCR $12.66)
-
IREN Limited (IREN $46.15)
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
-
Quanta Services Inc. (PWR $514.56)
-
WSP Global Inc. (WSP $266.83)
-
Stantec Inc. (STN $139.00)
-
AECOM (ACM $102.70)
-
iShares Global Infrastructure ETF (IGF $66.43)
Q: Further to my previous question,would you consider these all as a buy at this time?
Thank you
Thank you
Q: NVDA down 5% more this morning. From 212$ 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?