Q: I take it that NXT only went public about a year ago? Can you discuss a little bit the pros and cons of investing in a newly traded public company? If I am reading things right it looks like lots of insider selling recently, is that to be expected and not a negative? I assume the purpose of going public was to raise capital for growing the enterprise, how soon would you expect a company such as NXT to go back to the market and issue more shares?
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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: I was surprised you suggested a maximum SPY weighting of 10% in response to Jim’s question on April 10.
Warren buffet recommends the SP 500 index as a one stop shop for instant diversification and long term inversting, notwithstanding its geographical concentration risk.
Can you please expand on the suggested 10% maximum weighting?
Thank you
Warren buffet recommends the SP 500 index as a one stop shop for instant diversification and long term inversting, notwithstanding its geographical concentration risk.
Can you please expand on the suggested 10% maximum weighting?
Thank you
Q: You recently suggested Duolingo as a good 5 year hold and I am wondering what would be the case for buying the stock/ Also, what would the negatives be, or things to watch for.
As always, your thoughts are appreciated.
Mike
As always, your thoughts are appreciated.
Mike
Q: Hi 5i
Current shareholder 2% position...Rather shocked by the 50% sp drop when i checked Friday Apr 12. As far as I can tell there is a short report released by fuzzy panda ..... Is there any validity to the fraud claims being made and how should one react to this news.... The share price drop seems rather extreme, however at this point what line of action should one take.....sell, hold, buy.
Generally i would expect a "wait and see what happens in the short term" as a reasonable action..... however i would appreciate your opinion on the situation. How do you see this playing out and what would 5I do.
Thx
Current shareholder 2% position...Rather shocked by the 50% sp drop when i checked Friday Apr 12. As far as I can tell there is a short report released by fuzzy panda ..... Is there any validity to the fraud claims being made and how should one react to this news.... The share price drop seems rather extreme, however at this point what line of action should one take.....sell, hold, buy.
Generally i would expect a "wait and see what happens in the short term" as a reasonable action..... however i would appreciate your opinion on the situation. How do you see this playing out and what would 5I do.
Thx
Q: What are your thoughts on Salesforce interest in acquiring Informatica. Do you consider Salesforce a buy?
Q: What do you think the catalyst is that is behind the momentum over the past 6 months?
Q: Good morning,
Can you shed some light on Zoetis' decline this am?
Thank you.
Can you shed some light on Zoetis' decline this am?
Thank you.
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Murphy Oil Corporation (MUR $35.84)
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Alimentation Couche-Tard Inc. (ATD $84.25)
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Caseys General Stores Inc. (CASY $673.27)
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Murphy USA Inc. (MUSA $460.00)
Q: Hello,
Can I please get your view on Murphy Oil (MUR). Could this be the US version of Alimentation Couche-Tard (TSX:ATD) into the future?
Thanks
Dave
Can I please get your view on Murphy Oil (MUR). Could this be the US version of Alimentation Couche-Tard (TSX:ATD) into the future?
Thanks
Dave
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.21)
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Palo Alto Networks Inc. (PANW $167.45)
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DocuSign Inc. (DOCU $46.82)
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CrowdStrike Holdings Inc. (CRWD $423.84)
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UiPath Inc. Class A (PATH $11.57)
Q: Would you recommend buying PATH ( USD 21.40), DOCU (USD 59.25) and SHOP (CAD 98.46) , CRWD (USD 312)and PANW( USD 281) at current valuations?
Q: Please let me know your views on SIGA Technologies, many thanks.
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Fortinet Inc. (FTNT $84.49)
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Palo Alto Networks Inc. (PANW $167.45)
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Rapid7 Inc. (RPD $6.30)
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CrowdStrike Holdings Inc. (CRWD $423.84)
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Roblox Corporation Class A (RBLX $59.17)
Q: Hello,
Can you please provide your current views on these two companies?
For a 3 to 5 years window, are they buy, hold or sell?
Thank you,
Can you please provide your current views on these two companies?
For a 3 to 5 years window, are they buy, hold or sell?
Thank you,
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Broadcom Inc. (AVGO $324.92)
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Microsoft Corporation (MSFT $399.95)
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NVIDIA Corporation (NVDA $183.22)
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Advanced Micro Devices Inc. (AMD $196.58)
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Vertiv Holdings LLC Class A (VRT $264.68)
Q: I already own MSFT, AMZN, VRT, and NVDA. I'm considering either adding to these positions OR buying AVGO or AMD? What do you suggest?
Q: Everyone. I own AMZN and SHOP in equal amounts. Should I sell one and use the proceeds to buy the other? If yes which one do I sell? I have a triple gain on AMZN and a six times gain on SHOP.. Clayton
PS only buy the best of the best…
PS only buy the best of the best…
Q: Your analysis please on Badger Meter! Thanks!
Q: Is it possible that if Tesla's robotaxi is successful Tesla could become competition to Uber. Your overall opinion of both companies would also be appreciated. Thanks
Q: Good Morning! On a macro level and considering the current high average P/E ratio of the S&P 500 would you be more inclined toward Canadian, International or Emerging market investing. I see that both Canadian and International markets are also priced above average, although not as much as the US. For Emerging markets India and China on the other hand are presenting faster growing economies (still China is much riskier in my POV but BABA might be a good opportunity). What are your thoughts ? Thank you.
Q: What is your view of Charles River Laboratories International Inc please, thanks.
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CRISPR Therapeutics AG (CRSP $48.42)
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Everpure Inc. Class A (PSTG $62.85)
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Palantir Technologies Inc. (PLTR $152.72)
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TransMedics Group Inc. (TMDX $124.70)
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Flutter Entertainment Plc (FLUT $108.67)
Q: I acknowledge that timing a revenue growth inflection is a fraught undertaking. Could you suggest one or two stocks that you believe have the best opportunity and your thinking.
Q: What is going on with Morgan Stanley . ? Money Laundering ?
What will be done to MS by regulators What will be long term effect on Shares ? RAK
What will be done to MS by regulators What will be long term effect on Shares ? RAK
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Meta Platforms Inc. (META $627.45)
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Alphabet Inc. (GOOG $304.42)
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Intel Corporation (INTC $45.76)
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Microsoft Corporation (MSFT $399.95)
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NVIDIA Corporation (NVDA $183.22)
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Advanced Micro Devices Inc. (AMD $196.58)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $339.27)
Q: I currently hold a half postion in Google, Mircrosoft and Meta. Im looking starting a half position in Intel. What is your thought on Intel for a least a 5 year hold.