Q: Long time subscriber. I know back in 2018, 2019 and 2020 this often came up on the questions recommendation lists. How does NVIDIA fare now? Is this still a growth story and is this a good entry point?
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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.
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American Tower Corporation (REIT) (AMT)
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Crown Castle Inc. (CCI)
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Stag Industrial Inc. (STAG)
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Extra Space Storage Inc (EXR)
Q: Hi 5iResearch
What is your take on STAG, and does it have a good chance of recovery in the next 12-24 months?
Can you please recommend three or so stocks in the US real estate sector with a good dividend (3-5%) and a reasonable expected growth.
Thank you,
What is your take on STAG, and does it have a good chance of recovery in the next 12-24 months?
Can you please recommend three or so stocks in the US real estate sector with a good dividend (3-5%) and a reasonable expected growth.
Thank you,
Q: What are your current thoughts on TEAM (Atlassian)? Do you see much upside for it this year if these market conditions continue and the fact that it is not profitable? Is it undervalued or overvalued at this point? Or do the long term potential benefits outweigh the current headwinds it is facing? Do you see it as a buy, hold or sell at this point? Held in a registered account so a small tax loss is not possible. Please suggest other options if you have higher conviction in other names (open to other sectors to continue diversification in a tech heavy portfolio).
Q: What is your opinion about investing in Mobileye?
The company was recently spun off from Intel (After having bee acquired in 2017). The company is expanding its ADAS portfolio, created a mapping power house, defined safety standards that are considered and adopted by regulators and has made significant progress in the technology and adoption fronts. It is marching towards more and more autonomous driving solution. Unlike TESLA, it is not fully vertically integrated (i.e. it licenses and sells to many car manufacturers).
How would you compare it to Tesla's autonomous car technology and market position? Which company would you prefer if one is interested in exposure to automobile autonomous driving?
(Please add MBLY to your database).
Thank you for your excellent servie!
The company was recently spun off from Intel (After having bee acquired in 2017). The company is expanding its ADAS portfolio, created a mapping power house, defined safety standards that are considered and adopted by regulators and has made significant progress in the technology and adoption fronts. It is marching towards more and more autonomous driving solution. Unlike TESLA, it is not fully vertically integrated (i.e. it licenses and sells to many car manufacturers).
How would you compare it to Tesla's autonomous car technology and market position? Which company would you prefer if one is interested in exposure to automobile autonomous driving?
(Please add MBLY to your database).
Thank you for your excellent servie!
Q: Hi 5I
I still have my 6500 in my Tfsa
What’s your recommendation, doesn’t matter
about risk or sector
Thanks again
Maurice
I still have my 6500 in my Tfsa
What’s your recommendation, doesn’t matter
about risk or sector
Thanks again
Maurice
Q: Please commend on these two Consumer Defensive US EFTs – XLP & IYK (iShares US Consumer Staples ETF). If one has to choose one for long term hold, 50/50 balance on growth and yield, which one would you recommend?
Thanks,
Roger
Thanks,
Roger
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Intel Corporation (INTC)
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Home Depot Inc. (The) (HD)
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Roku Inc. (ROKU)
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Digital Turbine Inc. (APPS)
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ZipRecruiter Inc. Class A (ZIP)
Q: Hi 5iresearch
I am in a loss position with the above stocks. They represent a very small size of my portfolio. Which ones would have a good chance for recovery in the next 12 months? I am trying to determine which ones I should sell to allocate to other shares with better chances. You can give %s for their recovery in the next 12 months.
Thank you
I am in a loss position with the above stocks. They represent a very small size of my portfolio. Which ones would have a good chance for recovery in the next 12 months? I am trying to determine which ones I should sell to allocate to other shares with better chances. You can give %s for their recovery in the next 12 months.
Thank you
Q: The US dollar seems to be heading lower.You think this might continue for the year?
What is the overall consensus?
Te Mexican peso already strengthened 7% in the last couple of weeks.
How could we play this theme?
Are there any companies you suggest which would benefit from a lower dollar?
Any currencies you think that would have a good upside?
What is the overall consensus?
Te Mexican peso already strengthened 7% in the last couple of weeks.
How could we play this theme?
Are there any companies you suggest which would benefit from a lower dollar?
Any currencies you think that would have a good upside?
Q: What is your opinion regarding LMT? Would you be comfortable adding to an existing position (I have a full position in raytheon)?
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Microsoft Corporation (MSFT)
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Starbucks Corporation (SBUX)
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Thermo Fisher Scientific Inc (TMO)
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Visa Inc. (V)
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Roku Inc. (ROKU)
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Generac Holdlings Inc. (GNRC)
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Match Group Inc. (MTCH)
Q: Hello,
I currently hold the above stocks in my RRSP and have some $ to add. Given current valuations and future growth, could you please rank how you would add new money? Fairly aggressive investor with long time frame. Thank you,
Doris
I currently hold the above stocks in my RRSP and have some $ to add. Given current valuations and future growth, could you please rank how you would add new money? Fairly aggressive investor with long time frame. Thank you,
Doris
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NVIDIA Corporation (NVDA)
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The Trade Desk Inc. (TTD)
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Roku Inc. (ROKU)
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Ultra Clean Holdings Inc. (UCTT)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
Q: I own all of the above US Tech, except ROKU. I was interested in your answer yesterday regarding potential growth for ROKU, all things going well. Amoung these companies, is there anything you would sell to move into ROKU? I don't really want to put new money into more US Tech, but would rather find the right balance in the funds I already have there. Thanks!
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Adobe Inc. (ADBE)
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Applied Materials Inc. (AMAT)
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Meta Platforms Inc. (META)
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D.R. Horton Inc. (DHI)
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Mastercard Incorporated (MA)
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Morgan Stanley (MS)
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Fortinet Inc. (FTNT)
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Crocs Inc. (CROX)
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Ultra Clean Holdings Inc. (UCTT)
Q: I own the above US Stocks in my RRSP. Please rate each one as a BUY, HOLD or SELL and the reasons for your Rating.
Q: Was there any news about CELH? It dropped like a stone on good volumes.
Your insight on this company after today's drop is appreciated. Would you look to add at recent support levels?
Regards
Rajiv
Your insight on this company after today's drop is appreciated. Would you look to add at recent support levels?
Regards
Rajiv
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Darden Restaurants Inc. (DRI)
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North West Company Inc. (The) (NWC)
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Agnico Eagle Mines Limited (AEM)
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Magna International Inc. (MG)
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Premium Brands Holdings Corporation (PBH)
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A&W Revenue Royalties Income Fund (AW.UN)
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Acadian Timber Corp. (ADN)
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Leon's Furniture Limited (LNF)
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Cal-Maine Foods Inc. (CALM)
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Flowers Foods Inc. (FLO)
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Packaging Corporation of America (PKG)
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M.D.C. Holdings Inc. (MDC)
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Sonoco Products Company (SON)
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Buckle Inc. (The) (BKE)
Q: I've been looking at my allocations and am very low in consumer defensive, consumer cyclical and materials. Could you give me some recommendations for companies in these areas that give a 3.5%div or more. For US and Canada. Ones that you would consider now a good time to buy. Thank you.
Q: Hello 5i
Can I have you assessment of Mativ Hldgs please?
Thanks
Dave
Can I have you assessment of Mativ Hldgs please?
Thanks
Dave
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Starbucks Corporation (SBUX)
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Coca Cola Enterprises (CCE)
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Home Depot Inc. (The) (HD)
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McDonald's Corporation (MCD)
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Nike Inc. (NKE)
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Procter & Gamble Company (The) (PG)
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Walmart Inc. (WMT)
Q: Hello, please name the top 3 stocks among these in terms of expected total return in the next 5 years, with a short explanation for your picks. Thanks!
Q: Hi Team, whats your take on KEI, seems to have some momentum lately.
Thank you
Anthony
Thank you
Anthony
Q: What would be your pick for the most oversold stock that one could put in a registered account with potential for a double in next 2 years
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Intuit Inc. (INTU)
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Microsoft Corporation (MSFT)
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Lowe's Companies Inc. (LOW)
Q: Can you provide 8 growth/total return names to initiate a position an add to overtime in the TFSA for a long term investor.
Feel free to rank using your assessment/analysis of a balance of performance/recovery, prospects, total return, etc. Sector diversification is not necessary. Mid to large caps (small caps only with high conviction).
$CAD/USD names (please include your favourite growth CDRs as well).
Feel free to rank using your assessment/analysis of a balance of performance/recovery, prospects, total return, etc. Sector diversification is not necessary. Mid to large caps (small caps only with high conviction).
$CAD/USD names (please include your favourite growth CDRs as well).
Q: Thoughts on Intel at current valuations?