Q: Is it valid to compare networks as being the "roadway infrastructure" in technology? How much of a moat does ANET have?
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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: Hello,
Ducommun came across my radar - I know it’s small but could you give an opinion on it as a possible early-days version of Heico? Similar industry with growth potential at a more reasonable valuation, possibly?
Thank you for your insights,
Ducommun came across my radar - I know it’s small but could you give an opinion on it as a possible early-days version of Heico? Similar industry with growth potential at a more reasonable valuation, possibly?
Thank you for your insights,
Q: Hi,
Do you still feel CRWD may have upside potential given today's downgrade by Morgan Stanley? With earnings coming up on Aug 30th, would you continue to hold even with a negative profit in a non taxable account? In a taxable account, this decision might be easier - ! Looking forward to your insight - thanks!
Dawn
Do you still feel CRWD may have upside potential given today's downgrade by Morgan Stanley? With earnings coming up on Aug 30th, would you continue to hold even with a negative profit in a non taxable account? In a taxable account, this decision might be easier - ! Looking forward to your insight - thanks!
Dawn
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Freeport-McMoRan Inc. (FCX $39.63)
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Rio Tinto Plc (RIO $68.78)
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Barrick Mining Corp Com (GOLD)
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Agnico Eagle Mines Limited (AEM $158.60)
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Alamos Gold Inc. Class A (AGI $32.27)
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ATI Inc. (ATI $94.80)
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Franco-Nevada Corporation (FNV $189.96)
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Methanex Corporation (MEOH $34.03)
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Reliance Inc. (RS $266.94)
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Ryerson Holding Corporation (RYI $20.52)
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B2Gold Corp (Canada) (BTG $3.79)
Q: Hi team,
Can you please list your:
1. Top 3 material stocks that trade on a usa exchange?
2. Top 3 gold/silver that trade on a usa exchange?
I’m looking for mid cap (mid risk with mid growth)
Thanks!
Can you please list your:
1. Top 3 material stocks that trade on a usa exchange?
2. Top 3 gold/silver that trade on a usa exchange?
I’m looking for mid cap (mid risk with mid growth)
Thanks!
Q: Could you comment more on NVDA's valuation? Do you have any thoughts about at what level its PE might end up stabalizing in the long run?
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Alphabet Inc. (GOOG $289.98)
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Microsoft Corporation (MSFT $478.43)
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NVIDIA Corporation (NVDA $180.64)
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GLOBAL X FDS (BOTZ $33.08)
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Super Micro Computer Inc. (SMCI $31.56)
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iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
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Vertiv Holdings LLC Class A (VRT $159.61)
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ARK Autonomous Technology & Robotics ETF (ARKQ $101.26)
Q: In my previous question, I asked for recommendation for a few AI-related stocks. Your response to my question included a link to a page that contains individual AI-related stocks. I clicked on it, but the link didn't work because of an invalid url.
Would you please either provide the names in your reply or send me another link with a valid url.
Cheers,
H
Would you please either provide the names in your reply or send me another link with a valid url.
Cheers,
H
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Alphabet Inc. (GOOG $289.98)
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Intuitive Surgical Inc. (ISRG $552.23)
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NVIDIA Corporation (NVDA $180.64)
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Booking Holdings Inc. (BKNG $4,583.10)
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INVESCO QQQ Trust (QQQ $585.67)
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Vertiv Holdings LLC Class A (VRT $159.61)
Q: So here's my predicament. Over the past many years my portfolio largely reflects NASDAQ returns but has much more volatility. I'm thinking of just buying a bunch of QQQ (or XQQ) so I worry less about the volatility while still getting similar returns. I still like picking stocks and was thinking of holding most of my tech in QQQ while trying to pick a few tech stocks to 'juice' returns. If you were to pick 5 NASDAQ stocks that might outperform the NASDAQ over a mid-long timeframe, what would they be? Note these can include large caps (MSFT, NVDA) or anything else.
Q: Hello could you comment on Affirm quarterly results
Management seems to be keeping a "tight ship" in a bad economic environment?
Thank you
Management seems to be keeping a "tight ship" in a bad economic environment?
Thank you
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Alphabet Inc. (GOOG $289.98)
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NVIDIA Corporation (NVDA $180.64)
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Ulta Beauty Inc. (ULTA $496.44)
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Super Micro Computer Inc. (SMCI $31.56)
Q: What 3 US stocks would you recommend for TFSA for 5+yr timeline? Not concerned about sectors. Just the 3 best growth names that YOU would buy. I have GOOG and NVDA at half positions. Thanks!
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GLOBAL X FDS (BOTZ $33.08)
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iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
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ARK Autonomous Technology & Robotics ETF (ARKQ $101.26)
Q: Morning 5iTeam,
Would you please recommend 2 or 3 stocks and ETFs to hitch a ride on the AI wagon.
Thanks,
H
Would you please recommend 2 or 3 stocks and ETFs to hitch a ride on the AI wagon.
Thanks,
H
Q: Salesforce or Google as a new buy today. What's your recommendation.
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Amazon.com Inc. (AMZN $217.14)
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Costco Wholesale Corporation (COST $893.29)
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Alphabet Inc. (GOOG $289.98)
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Microsoft Corporation (MSFT $478.43)
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NVIDIA Corporation (NVDA $180.64)
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PepsiCo Inc. (PEP $146.10)
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Vanguard S&P 500 Index ETF (VFV $163.76)
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Vanguard S&P 500 ETF (VOO $599.96)
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INVESCO QQQ Trust (QQQ $585.67)
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Copart Inc. (CPRT $41.02)
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Hilton Worldwide Holdings Inc. (HLT $264.32)
Q: What are your top 4-5 picks (stocks or ETFs) for an RRSP with a 15-20 year horizon?
Thanks,
Thanks,
Q: Do you see CURO as a competitor to GSY? How do you like CURO as a risk/reward opportunity? Is there profitably on the horizon? Ty, Chris.
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M&T Bank Corporation (MTB $182.75)
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U.S. Bancorp (USB $46.49)
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iShares U.S. Regional Banks ETF (IAT $49.39)
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State Street SPDR S&P Regional Banking ETF (KRE $59.59)
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Truist Financial Corporation (TFC $44.40)
Q: Based on your previous views “ US regional banks as more of a gamble than an investment at this time” I was looking into the space and of the top ten holdings if each etf and was perplexed that there was no overlap of their selections? Needless to say if you had to create your own etf in this space what would be your top holding and why? Thank you.
Q: Which company do you like more for next 5 years, BKNG or ABNB?
Q: Good morning, would it be too late to get on the Nvidia bandwagon for a 2 to 3 year hold, thanks?
Q: Hi 5iTeam,
LFUS's price has done much over the last 1 1/2 years. May I can have your comments on the company's business and is it a buy, hold or sell?
Regards,
H
LFUS's price has done much over the last 1 1/2 years. May I can have your comments on the company's business and is it a buy, hold or sell?
Regards,
H
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Dollar Tree Inc. (DLTR $98.56)
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PayPal Holdings Inc. (PYPL $58.11)
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Methanex Corporation (MX $48.06)
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Block Inc. Class A (SQ)
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Jamieson Wellness Inc. (JWEL $34.00)
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DocuSign Inc. (DOCU $64.01)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.19)
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Pinterest Inc. Class A (PINS $24.81)
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Mitek Systems Inc. (MITK $8.70)
Q: I read with interest your recent response about high risk stocks for conservative investors. Me, becoming more a conservative investor (as I enter my 80's but still like growth....hahahaha). With that in mind would you consider the following stocks high risk - LSPD, MX, JWEL, and in the US, MITK, PINS, PYPL, SQ, DLTR, DOCU....Thanks for your take.........Tom
Q: Regarding diversification, do you know insight as to why most professionals recommend diversification, however, Warren Buffet (arguably the most successful investor of all time) has previously said "diversification is—as practiced generally—makes very little sense for anyone that knows what they’re doing...it is a protection against ignorance.".
Yet on top of this, BRK.B has almost 50 holdings according to the 13F Portfolio Filings (although AAPL represents 50% of the holdings). Thoughts or opinions?
Yet on top of this, BRK.B has almost 50 holdings according to the 13F Portfolio Filings (although AAPL represents 50% of the holdings). Thoughts or opinions?
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Alphabet Inc. (GOOG $289.98)
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Microsoft Corporation (MSFT $478.43)
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NVIDIA Corporation (NVDA $180.64)
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Super Micro Computer Inc. (SMCI $31.56)
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Vertiv Holdings LLC Class A (VRT $159.61)
Q: If you wanted to take a position in a stock in the AI phenomenon what would be your top 5 picks. Could please indicate the reasons for your choices.