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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: Hello team
I have decided to sell my position in SBUX.
Could you recommend 3 consumer discretionary US stocks as possible replacements?
Thank you
Read Answer Asked by Josette on March 04, 2024
Q: Looking to sell some Amazon and add Google.

Do you think Google can rebound in the short to medium term? Is there any indication that suggest an improvement in AI offerings? Do you think it's a buy given current valuations or do you think the stock has further to drop?
Read Answer Asked by Shawn on March 04, 2024
Q: Does Apple’s giving up on Project Titan make you wonder their vision and research ability is subpar? Now they are switching to AI … seems to me they were following the crowd several years ago on EV and are now following the crowd on AI. Maybe a few years later they will give up on AI. Where is their vision? Thanks,
Read Answer Asked by Liping on March 04, 2024
Q: I’m trying to pick three companies from the list above to purchase as part of a balanced fund for the long term.
Which three would you recommend? Thanks
Read Answer Asked by Ben on March 04, 2024
Q: Thanks to 5i, over the recent past, I have DCA these stocks, holding less than 5% with room to add based on your advice.
a) 3% - AXON VRT HPS ISRG LMN
b) 2% - BKNG CLS LLY NVDA CELH
c) 1% - POWL NXT EXP
Please rank those that you would be comfortable adding to [DCA] now - with target percentages. For example, would you add to AXON first and, if so, to what percentage.
.
Read Answer Asked by sam on March 04, 2024
Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?
Read Answer Asked by Neil on March 04, 2024
Q: If you could choose only 1 US stock to invest your entire portfolio in for 10 years, which one would you invest in today? (clearly you would never recommend only 1 stock for an entire portfolio, but if you were forced to, which stock do you have the most faith that it could likely beat the S&P500 index over that time period?)
Read Answer Asked by Charles on March 01, 2024
Q: Would you please give me your evaluation of FLGT's recent quarter. On the surface it appears quite positive, however the stock is down 10%. Was it their guidance that turned the market sour? I am also perplexed - they state they carry $28/share in cash and marketable securities yet the stock is trading at $23 implying that when you strip out cash the business is worth NEGATIVE $148,000,000. Does this mean the market believes something is fundamentally wrong with the business and/or management? Finally, as a shareholder should I be running for the hills or is this a case of the market mispricing an asset?

Many thanks
Scott
Read Answer Asked by Scott on March 01, 2024
Q: hi all: LMAT

lamaitre vascular

can you give me your input and outlook for this one?

thanks in advance

Read Answer Asked by Robert on March 01, 2024
Q: From your point of view, what are the pros and cons of Buffett's preferred ''operating earnings'' metric versus industry-conventionn ''net earnings''?

Thanks
Read Answer Asked by Daniel on March 01, 2024
Q: Hello, you recommended UnitedHealth Group Inc. (UNH) in the past. The recent launch of an antitrust investigation against UNH has led to a sudden drop in the stock price. I’m curious about your thoughts on this investigation. Do you believe it will cause any damage to the company? And considering the circumstances, do you still consider UNH a good buy? Thank you!
Read Answer Asked by Esther on March 01, 2024
Q: Do you consider the dividend streams from the above companies to be safe? Do you forsee issues with even moderate growth for the companies as they say they are diversifying ( cough ). thanks al
Read Answer Asked by alex on March 01, 2024
Q: How would you rate ILMN overall since 2024? Is it still a takeover target in your estimation and who would be the top ones that would make most sense to acquire ILMN?
Read Answer Asked by MG on March 01, 2024
Q: Hi 5i, this company recently tried to sell itself and there were no takers. They now have decided to let go of 25% of the workforce and buy up to 150 million dollars of shares back.

Looks like they will be cash flow positive by next quarter and are starting to get better traction on selling the drug.

The drug patent is for dosing as the chemical composition expires in a couple years. How would you value this company and would you rate it a buy hold or sell.
Read Answer Asked by Mark on March 01, 2024
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