Q: Curious what you currently think of UBER. They apparently are starting to generate real profits and competition seems to be somewhat weakening. Looking at a small 100 share position. Thank you very 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.
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Bank of America Corporation (BAC $49.83)
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JPMorgan Chase & Co. (JPM $300.30)
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Morgan Stanley (MS $166.51)
Q: Opinion on US Banks in General ? JPM at ATH but others (BAC ) not even close ?
Thanks
Greg
Thanks
Greg
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Brookfield Renewable Partners L.P. (BEP.UN $43.37)
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Axon Enterprise Inc. (AXON $542.40)
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Vertiv Holdings LLC Class A (VRT $254.89)
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Celsius Holdings Inc. (CELH $53.61)
Q: Would you be able to provide me with a list of 3 CDN and 3 US stocks that you expect to have a significantly better overall return in the next 12-36 months than BEP and a brief comment on each as to why?
Please deduct as many credits as required,
Thanks,
Terry
Please deduct as many credits as required,
Thanks,
Terry
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Beacon Roofing Supply Inc. (BECN)
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Applied Industrial Technologies Inc. (AIT $282.58)
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MRC Global Inc. (MRC)
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MSC Industrial Direct Company Inc. (MSM $93.84)
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SiteOne Landscape Supply Inc. (SITE $142.89)
Q: Hello 5i
Could I have your assessment of AIT ?
Who are its peers and how would it rank amongst them?
Thank you
Dave
Could I have your assessment of AIT ?
Who are its peers and how would it rank amongst them?
Thank you
Dave
Q: Hi 5i Team,
Would you please shed some light on why COIN was tanking while price of Bitcoin was on a roll these past few weeks. Shouldn't their prices move in tandem? Also would COIN be a sell, hold or buy and your rationale?
Thanks and great work as usual, team.
H
Would you please shed some light on why COIN was tanking while price of Bitcoin was on a roll these past few weeks. Shouldn't their prices move in tandem? Also would COIN be a sell, hold or buy and your rationale?
Thanks and great work as usual, team.
H
Q: I have enough exposure to the magnificent 7 and feel they might tread water this year . Please recommend an equal weight etf on the S&P. Canadian $ or hedged preferred.
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iShares Russell 2000 Growth ETF (IWO $335.25)
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Vanguard Dividend Appreciation FTF (VIG $227.70)
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State Street SPDR S&P 500 ETF Trust (SPY $685.99)
Q: I have a grandson who has just graduated from university in the United States. He is serious about investing and wants to know whether the best way to get started for long-term wealth accumulation is starting a high-yield savings account or an IRA?
Or, is there something else you would suggest.
Or, is there something else you would suggest.
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.
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 $210.00)
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Atlassian Corporation (TEAM $75.13)
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MKS Inc. (MKSI $244.46)
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Etsy Inc. (ETSY $54.88)
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ASGN Incorporated (ASGN $42.90)
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 $28.17)
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 $781.67)
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Eli Lilly and Company (LLY $1,051.99)
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iShares Russell 1000 Growth ETF (IWF $450.19)
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Vanguard Growth ETF (VUG $460.87)
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First Trust Nasdaq-100 Select Equal Weight ETF (QQEW $134.11)
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 $95.20)
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Trex Company Inc. (TREX $41.42)
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Ultra Clean Holdings Inc. (UCTT $60.68)
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Airbnb Inc. (ABNB $135.11)
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Mitek Systems Inc. (MITK $14.58)
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.