Q: PINS was included in a question asked on Jan 1 but could you give an updated answer on PINS specifically? Thanks so much!
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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: This preferred share just auto sold close to half of what I own? Your help is appreciated!
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Apple Inc. (AAPL $286.19)
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Amazon.com Inc. (AMZN $234.42)
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Microsoft Corporation (MSFT $490.00)
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NVIDIA Corporation (NVDA $181.46)
Q: You remarked about Apple that "above average market returns will be difficult to come by in the near-to-medium term." What tech-space alternatives would you suggest, if one wanted to move some money from AAPL to a company with better medium term grown prospects?
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Intel Corporation (INTC $43.47)
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Texas Instruments Incorporated (TXN $175.26)
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Spirit Aerosystems Holdings Inc. (SPR $37.54)
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Transdigm Group Incorporated (TDG $1,343.65)
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GSI Technology Inc. (GSIT $6.12)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $292.09)
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Heico Corporation (HEI $308.25)
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RTX Corporation (RTX $168.80)
Q: Would these be good candidates for a TFSA ?
Q: Would you prefer DIS or CROX is the consumer space?
Q: What are your thoughts on Tutor Perini (TPC)? Does it have potential as a play on the US infrastructure theme? Are there other small caps you’d prefer in the same space? Thanks.
Q: Peter and His Wonder Team
I realize shipping stocks are cyclical...Not sure if the wars or new supply chains are a positive or negative. What I mean is they could charge higher rates if there is risk involved. In any event I have held this stock for too many years and am even. However at this point it appears to be "dead-money"...if you know what I mean. Can you see any reason to be patient for a few more quarters? Thanks as always...your opinion is always a voice of reason!
I realize shipping stocks are cyclical...Not sure if the wars or new supply chains are a positive or negative. What I mean is they could charge higher rates if there is risk involved. In any event I have held this stock for too many years and am even. However at this point it appears to be "dead-money"...if you know what I mean. Can you see any reason to be patient for a few more quarters? Thanks as always...your opinion is always a voice of reason!
Q: What are your current thoughts on KEYS? I'm up 55% and thinking of buying some more, maybe increase my overall weighting to 5%. The latest numbers seem positive and I like that they are getting involved on EV battery testing and charging. EV battery charging seems to be a problem if you don't drive a Tesla. Probably would need to sell some NVDA to raise the USD which is not ideal but of course our NVDA weighting is too high. Also is KEYS an Industrial Company? Any thoughts you have would be appreciated.
Jim
Jim
Q: Just curious on your take on nly. The dividend is attractive and US housing seems less perilous than Canada.
Q: Could I get your thoughts on SFM, please? It's been trending up but analysts seem quite negative about it. Thanks.
Q: your opinion on apple
Q: Hello 5i
Could I have your assessment of Rekor systems please?
Thank you
Dave
Could I have your assessment of Rekor systems please?
Thank you
Dave
Q: You recently responded to a request for defense companies with six suggestions. How would you view Huntington Ingalls against this group?
Thanks very much
Mike
Thanks very much
Mike
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Equinix Inc. (EQIX $727.38)
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Super Micro Computer Inc. (SMCI $32.92)
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Vertiv Holdings LLC Class A (VRT $180.91)
Q: If you could only own one of these, which of these would you prefer? Please explain you reasoning. Happy New Year
Q: Your thoughts on this company? Is it a buy, sell or hold?
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BMO Equal Weight Industrials Index ETF (ZIN $47.80)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $79.66)
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Technology Select Sector SPDR ETF (XLK $289.30)
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Blockchain Technologies ETF (HBLK $23.85)
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Communication Services Select Sector SPDR Fund (XLC $115.23)
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Horizons Blockchain Technology & Hardware Index ETF (BKCH)
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TD Global Technology Leaders Index ETF (TEC $54.34)
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SPDR Dow Jones Industrial Average ETF (DIA $475.26)
Q: Please provide your comments on the risk for the above ETFs (low to high) and rank them for potential growth. Are there Canadian equivalents to the US ETFs? Would it be a good idea to purchase the US ETFs in a TFSA? Would these ETFs currently be considered to be a buy, hold or sell?
Thank you
Thank you
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Lockheed Martin Corporation (LMT $441.82)
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Northrop Grumman Corporation (NOC $546.97)
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AeroVironment Inc. (AVAV $264.95)
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Kratos Defense & Security Solutions Inc. (KTOS $70.96)
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L3Harris Technologies Inc. (LHX $273.97)
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RTX Corporation (RTX $168.80)
Q: Basket defense stocks: could you suggest a basket of defense stocks for 3+ year hold. A short comment on why you like them would be appreciated.
Thanks
Thanks
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Bristol-Myers Squibb Company (BMY $48.25)
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Block Inc. Class A (SQ)
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Nutrien Ltd. (NTR $82.87)
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Medical Properties Trust Inc. (MPW $5.61)
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Coinbase Global Inc (COIN $263.26)
Q: Would you buy these stocks now and in what order?
Thanks,
Milan
Thanks,
Milan
Q: I am puzzled by the sudden rise in AMGN share price today. The only news I see is from a week ago, that the FDA completed a report on the Lung Cancer drug Lumakras, voting *against* full approval. The drug was conditionally approved in May 2021, and I believe the condition was that Amgen had to complete a comparative trial, showing it was more effective than other treatments like chemotherapy, in order to receive full approval. But it sounds like their trial failed due to dropouts from their "other treatment" group.
Why would this "rejection" result in a sudden rise in share price? Or is it due to something else, like a broker upgrade?
Why would this "rejection" result in a sudden rise in share price? Or is it due to something else, like a broker upgrade?
Q: ROKU had a great 2023. Towards year end, it was hit with a couple of downgrades. 5i continues to like it, in response to Q&As. Could you please list the top 2-3 reasons you have for ROKU to have another good year(s). I am not expecting it to duplicate its 2023 success, but looking to quantify whether ROKU has several more years of growth.