Q: Greetings. It's been a while since a question was asked about Freshpet. Just off it's recent highs, positive reviews by several analysts, however still expected to lose money this year and next but with estimates trending up. Could you render your opinion, please, and provide attractive alternatives (if any exist) in this space. Thanks.
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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: Can you please give an update on COIN, especially in light of the new spot BTC etfs that are now available.
Coinbase charges 2.5% transaction fees, a business that will surely suffer now that there are ways to participate in BTC for 20 basis points. From what I rave read, COIN, as the custodian for several of these ETFs will be paid 5 basis points for AUM.
That’s 245 basis points lower than what they are make on their trading fees.
What is your outlook on this company? Is there any compelling reason to hold it? Please give your bull and bear case.
Thank you.
Coinbase charges 2.5% transaction fees, a business that will surely suffer now that there are ways to participate in BTC for 20 basis points. From what I rave read, COIN, as the custodian for several of these ETFs will be paid 5 basis points for AUM.
That’s 245 basis points lower than what they are make on their trading fees.
What is your outlook on this company? Is there any compelling reason to hold it? Please give your bull and bear case.
Thank you.
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Amazon.com Inc. (AMZN $227.79)
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Atlassian Corporation (TEAM $154.31)
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MKS Inc. (MKSI $162.95)
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Etsy Inc. (ETSY $51.83)
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ASGN Incorporated (ASGN $45.55)
Q: Please rate these companies from best to worse. Are there any that you would add to? Are any outright sells?
Q: In a recent answer, 5i suggested that CELH may be a multi-bagger “ IF, and only IF, it follows MNST’s pattern of market-share gains and profitability. “ Could you please describe MNST’s business model of market gains and profitability? To date, how close has CELH matched MNST’s playbook, accounting for time in the market? What are the key attributes that CELH needs to build/hone/display, in order to match MNST’s playbook?
Q: GCT Can you give me your thoughts on this company, how it's currently priced (based on earnings and revenue), and where you see it going in the future. Thanks.
Q: Hello, BKNG looks like a company that continues to outperform with low capex spending and high cash flows. What would be a good entry point ?
Q: Many thanks for Celsius , literally bought the last 2 at Local 7Eleven shelf empty !
Learned about this availability from Tik Tok and my Teenage Daughters
All the rage with a very Important Demographic .
Just the beginning of Worldwide expansion.
How do we know if this just a test into market or Costco. Amazon and Walmart etc.. on deck ?
Greg
Learned about this availability from Tik Tok and my Teenage Daughters
All the rage with a very Important Demographic .
Just the beginning of Worldwide expansion.
How do we know if this just a test into market or Costco. Amazon and Walmart etc.. on deck ?
Greg
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Warner Bros Discovery Inc Com Ser A (DISCA)
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Paramount Global (PARA)
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Warner Bros. Discovery Inc. (WBD $24.32)
Q: What is your opinion on this company and its future? Time to take my lumps and move on or is there a merger or anything else in the pipeline...potentially?
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Regeneron Pharmaceuticals Inc. (REGN $726.56)
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Eli Lilly and Company (LLY $1,011.05)
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iShares Russell 1000 Growth ETF (IWF $476.37)
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Vanguard Growth ETF (VUG $491.13)
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First Trust NASDAQ-100 Equal Weighted Index Fund (QQEW $143.85)
Q: Can you suggest some growth ETFs (not necessarily healthcare ) which hold Eli and or REGN please?
Q: Considering portfolio weights are personal, how high of a weight would YOU be comfortable holding CRWD?
Q: Hello
I guess you knew someone was going to ask this. Of the new 11 spot bitcoin US ETFs newly approved, which three have the lowest MERs and what would your three favorites be and why if you have any?
Thanks
jeff
I guess you knew someone was going to ask this. Of the new 11 spot bitcoin US ETFs newly approved, which three have the lowest MERs and what would your three favorites be and why if you have any?
Thanks
jeff
Q: I've owned this stock for over a year now. It moves with BTC and sometimes goes up and down proportionally and many times moves at a premium to BTC.
Over the last week it has performed very differently to how it has over the past year VASTLY underperforming the underlying asset.
I know all about the company and its holdings of BTC, don't spend time explaining that.
I've searched everywhere and cannot determine why MSTR is so underperforming BTC in the past 7 trading days where BTC has moved very bullishly.
eg.
Currently BTC is up 5.47% and MSTR is up 1.2%
Over the past 5 days BTC is up 9.75% and MSTR is down 8.9%
Can you advise why the major discrepency?
Thanks
Sheldon
Over the last week it has performed very differently to how it has over the past year VASTLY underperforming the underlying asset.
I know all about the company and its holdings of BTC, don't spend time explaining that.
I've searched everywhere and cannot determine why MSTR is so underperforming BTC in the past 7 trading days where BTC has moved very bullishly.
eg.
Currently BTC is up 5.47% and MSTR is up 1.2%
Over the past 5 days BTC is up 9.75% and MSTR is down 8.9%
Can you advise why the major discrepency?
Thanks
Sheldon
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Charles Schwab Corporation (The) (SCHW $95.16)
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Trex Company Inc. (TREX $34.42)
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Ultra Clean Holdings Inc. (UCTT $26.78)
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Airbnb Inc. (ABNB $119.88)
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Mitek Systems Inc. (MITK $9.09)
Q: I've got these laggards in a TFSA or RRSP, down between 15-36%! I want to dump a bunch (all?) as I feel I've given them enough time to perform and they haven't. Does 5i see catalysts in the next 12 months for any of these that i should keep some?
In which order would you drop them.
In which order would you drop them.
Q: You touted this stock some time ago and I have done quite well by it ever since. However, you have not mentioned it lately. Is there any reason to suspect that it will not continue to grow despite it being in what I consider to be a growth area - HVAC both residential and commercial? Or is there another US industrial you feel provides better prospects?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: Happy New year to you and your staff !!! A brand new year, a brand new challenge. It would seem that small caps are the cheapest part of the market these days. Would something like CALF be a good way to take advantage of the small cap market without the obvious risk of picking individual winners in this space ?
Q: Would you own both, or which one is the best value and with maybe less risk?
Thanks again
Thanks again
Q: Hi 5i Team Could you tell me what is driving Meta? I have a small position in it and was planning on trading it for MSFT but it seems to be performing better recently. Do you think the trade is a good move or should I hang on to META.
TIA
TIA
Q: Do you have the date of the next quaterly result and the market expections?
Thanks
Thanks
Q: When recommending CROX 5i makes it crystal clear that volatility is to be expected.
That has certainly been true.
i like the company, less so the stock given most of the vol has been down since my purchase.
it is now showing some decent upside M.
Does 5i expect 6 month to one year M to be more biased to up than down.
I am inclined to hold and add if the risk reward justifies it…. otherwise I would look for an opportunity to sell it and move the money into one of your current higher conviction suggestions.
Thanks yet again for your advice.
That has certainly been true.
i like the company, less so the stock given most of the vol has been down since my purchase.
it is now showing some decent upside M.
Does 5i expect 6 month to one year M to be more biased to up than down.
I am inclined to hold and add if the risk reward justifies it…. otherwise I would look for an opportunity to sell it and move the money into one of your current higher conviction suggestions.
Thanks yet again for your advice.
Q: Hi, Can you please suggest the best way to invest in Russell2000. both Hedged and not.