Investment Q&A

Q: In light of the earnings report, can you please comment on whether or not the recent stock price drop was over-done. Can you also provide thoughts on payout ratio, its moat (if it has one) and its durability during past recessions? Is it now cheap compared to past metrics ?

Q: Hi,
Would you add to these names currently for a long term hold? Especially CRWD, AXON, CPRT, and BKNG, near or breaking out to new highs. Considering their valuations, growth, etc.. what order would you add and how much conviction (1-10) do you have for each name? Thanks!

Q: Hello,

Looking for insight on CRWD. I'm not a fan of selling just because 'something is up.' But with this recent surge would you recommending continuing holding a full position or selling/trimming here?

Thank you.

Q: Please, your analysis 🧐 thank you.

Q: Moody’s has downgraded NYCB to junk and the shares have plummeted.

“ Fasten your seatbelts, it’s going to be a bumpy ride “.

Derek

Q: Can you comment on the earnings and outlook for Fortinet?

Q: Palantir reported its 4Q on Monday, Feb 5. Stock popped 30% on Tuesday. First profitable year, worldwide commercial revenue grew by 32% year over year more than government revenue which grew by 11% year over year, increased its revenue guidance for 2024, AI platform "continues to be unrelenting" as reported by CEO. Short interest % is low. P/E = 232, P/S = 17. Expensive and volatile stock since its IPO. What is your take on Palantir quarter? Is the 30% increase in stock price over-exuberant? What is the maximum percentage you would hold Palantir in your portfolio?

Q: Hey guys,

Thoughts on a 3 year hold for Arkk and Arkg. I'm down 70%. Hold or move on to meta or msft.
Thanks

Jim

Q: What do you think of these ETFs? They seem to hold mostly the same stocks and have roughly the same performance - which is good. Where would you put them on the risk scale?

Q: I have a many tech stocks in CDRs (msft.ne, aapl.ne, amzn.ne, goog.ne, nflx.ne). I’d like to slowly switch these to USD for more diversification - and because the holdings are big enough in some cases a sale would be ~1.5-2% of daily volume. This leads me to two questions - and I understand there is no crystal ball.

1) Is there a level of holdings / daily volume where an investor should make pause?

2) USD appears more expensive than usual and while short term may trend more expensive longer term there may be discounts. Given any headwinds would you consider converting to USD today or wait for better timing ?

Q: I have this security In my TFSA, sitting at a 78% loss. It now represents 0.25 % of my portfolio.

I am very comfortable financially and do not foresee having to withdraw from my TFSA in the next 20 years.

Other than it being en eyesore, do you feel there is an opportunity cost that comes with continuing to hold it?

How would you proceed, keep it for fun and see if it runs, or sell it?

Thank you.

Q: SMCI was up 14.4% today, February 5th. I find it hard to believe the people buying the stock today were buying because the company is going to have good earnings in the future. Instead I see momentum players doing panic buying. FOMO on a big scale. I don’t think this is going to end well once sanity returns to the momentum players who basically have no emotional stake in the company. I’m thinking we saw a top today. A little weakness tomorrow and it will be panic to get out first. Do you agree? I’ve owned the stock for some time and while I’m pleased at “winning the lottery” the stock’s action is beginning to concern me.
Jim

Q: Which of the two above would be a better five year investment for aggressive growth?

Q: I have TOI, LMN and NXT in my portfolio, thanks to 5i. Thank-you. Are there other quality companies that you could recommend for investigation, that are recent spinoffs or splits from a main company? Are there any upcoming spinoffs that should be kept on a watchlist? Thanks for your continuing excellent analysis.

Q: HI 5I,
A couple of questions, if I might. Please deduct accordingly.
First, regarding CDRs in general - in looking at the listed companies I note that the price of the CDR compared to the US share price for each company varies considerably. E.g.: For NVDA the CDR price is approximately 9.5% of the US price, for AAPL the CDR is approx. 14.9% of the US price, GOOG CDR is approx 17% of the US version, MSFT CDR comes in at about 7.40% of the US price, and the COST CDR is only about 4.7% of the US price.
Is this variance something that a purchaser of CDRs needs to bear in mind in any way or for any reason, or is it meaningless with regard to returns, and how does the significant variation between companies come about in the first place?
And secondly, could you rank the listed companies for total return over a one year period, accompanied by whatever commentary you choose to offer as to why you've ranked them as you have?
Thanks 5i,
Peter

Q: I am contemplating a switch from Rockwell Automation into Eaton. It seems like I would be moving into a better asset. But am I making the classic mistake of selling a name that has nothing but bad news baked into its stock for a stock that has perfection baked into its price? Does Rockwell getting 'less bad' have more upside than Eaton 'keeping on' and I am making a bad switch? Thoughts?

Q: 1. What percentage do you advise allocating to discretionary sector.
2. Included are non-US names because of pricing power/ controlled supply. If I missed any from your favs, please add to the list.
3. Recently you answered my question on industrial stocks based on
a) core [large, defensive names]
b) high growth regardless of size
c) recent strength and positive momentum.
Applying that to my list of discretionary stocks, please rank in each category (1-3, with 1 strongest)
Thanks
Sam

Q: My wife is thinking of selling a chunk of her SHOP and buying AMZN instead, mostly because she wants to own what she knows.

She asked for my opinion and I, in turn, ask for yours.

Q: What will be the catalysts in the next few years for the stock? Any reasons for one to continue holding the stock?

Thanks,

Q: Everyone, recently the US senate held a hearing with the largest social media companies and the politicians gave an earful from motivated politicians. Knowing that legislation takes years and the original legislation will get watered down. Will the political motivation for change (and maybe legislation) have any effect on the companies stock price in the short term? Clayton