Q: Twice in the last two weeks you've been asked to provide your list of top 10 stocks with the highest conviction over the next 5-10 years. The lists have been the same, with one exception. The earlier list had ISRG on it; the most recent list replaced ISRG with IFC. Are you losing faith in ISRG?
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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: Hi 5i team,
What are your thoughts and do you have suggestions (names) on investing in a Public private equity company as a means to curb some of the volatility. Thank you as always.
What are your thoughts and do you have suggestions (names) on investing in a Public private equity company as a means to curb some of the volatility. Thank you as always.
Q: For a 5 year plus hold which of these recently fallen angels do you prefer, Race or Telus?
Q: Hello Team,
In one answer you stated NBIS is very high risk and in another you stated that half the market cap is in cash. If half the market cap is in cash doesn’t that make it far less risky? Can you please provide a current valuation, your thoughts on the investment thesis and what price it would be a table pounding buy?
In one answer you stated NBIS is very high risk and in another you stated that half the market cap is in cash. If half the market cap is in cash doesn’t that make it far less risky? Can you please provide a current valuation, your thoughts on the investment thesis and what price it would be a table pounding buy?
Q: Another day, another short report on Applovin. All the reports say something to the effect that Applovin tracks users in a way that the major platforms Apple and Google forbid. The worry is a deplatforming at some point. What do you make of this?
Q: Can you provide any insight on US healthcare Select SPDR fund,?
Thanks
Thanks
Q: LOOKS TO GOOD TO BE TRUE POSTING A 43% dividend. STOCK LOOKS GOOD
ON PAPER DESPITE THE HIGH DIVIDEND. LAST YEAR IT MAINTANED ITS VALUE,
AND IM NOT SURE IF THE DIVIDEND WAS THE SAME.
GOING FORWARD, WHAT IS YOUR OPINION?
ON PAPER DESPITE THE HIGH DIVIDEND. LAST YEAR IT MAINTANED ITS VALUE,
AND IM NOT SURE IF THE DIVIDEND WAS THE SAME.
GOING FORWARD, WHAT IS YOUR OPINION?
Q: Hi Peter and team,
More and more cities in the States are adopting robotaxis, do you see this trend having a significant negative impact on UBER's core business?
Cheers,
H
More and more cities in the States are adopting robotaxis, do you see this trend having a significant negative impact on UBER's core business?
Cheers,
H
Q: Do you think the “invest in the European market” theme might catch on with and support NBIS going forward? Being based in Amsterdam and emerging as of the larger European AI data center providers outside of GCP, AWS, and Azure I see this as a potentially significant tailwind if they can deliver. I’ve also been seeing more direct marketing from Nebius on my Reddit feed which I see as a positive that their sales teams are ramping up. Curious about your perspective on this.
Q: Hi 5i!
Recognizing OKLO is quite new and somewhat speculative how do you feel about thier earnings report yesterday?
Did you find the fundamentals are going in the right direction and would you be a buyer to round out a portfolio that is light on energy?
Thanks so incredibly much for your advice!
Recognizing OKLO is quite new and somewhat speculative how do you feel about thier earnings report yesterday?
Did you find the fundamentals are going in the right direction and would you be a buyer to round out a portfolio that is light on energy?
Thanks so incredibly much for your advice!
Q: Thoughts on earnings and the announcement saying they've updated their investment policy to add bitcoin as a treasury reserve asset?
GameStop also redesigned their investor relations website which is now strikingly similar to Berkshire Hathaway's website. Do you think this is indicative of GameStop pivoting to being a holding company similar to Berkshire? They have a lot of cash.
GameStop also redesigned their investor relations website which is now strikingly similar to Berkshire Hathaway's website. Do you think this is indicative of GameStop pivoting to being a holding company similar to Berkshire? They have a lot of cash.
Q: I have 200 shares of NVDA at an Average Cost of $30/US. AS it drops does it make sense to buy more? Would your answer apply to ANY stock?
Thanks!
Thanks!
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Broadcom Inc. (AVGO)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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Rockwell Automation Inc. (ROK)
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Tesla Inc. (TSLA)
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ServiceNow Inc. (NOW)
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MongoDB Inc. (MDB)
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ASML Holding N.V. (ASML)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Palantir Technologies Inc. (PLTR)
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Snowflake Inc. Class A (SNOW)
Q: Good evening,
I am wondering if you have any possible suggestions regarding companies that focus predominately in the application layer or operate full-stack models of AI.
The reason why I am asking this is because of an article entitled: "AI's revolution is just beginning" in Sunday's Globe and Mail. Sadly, there are a few parts that I don't fully comprehend which unfortunately prevents me from investigating more fully. A starting point would be great!
Take a peek to the article as it draws parallels to the dot com/internet crash of the 2000s.
Any ideas would be greatly appreciated so I may begin to investigate.
Conversely, state any points you think should be taken with a grain of salt!
Thanks!
Arturo
I am wondering if you have any possible suggestions regarding companies that focus predominately in the application layer or operate full-stack models of AI.
The reason why I am asking this is because of an article entitled: "AI's revolution is just beginning" in Sunday's Globe and Mail. Sadly, there are a few parts that I don't fully comprehend which unfortunately prevents me from investigating more fully. A starting point would be great!
Take a peek to the article as it draws parallels to the dot com/internet crash of the 2000s.
Any ideas would be greatly appreciated so I may begin to investigate.
Conversely, state any points you think should be taken with a grain of salt!
Thanks!
Arturo
Q: Is radio truly dead or does this firm's excellent dividend, dividend to cash flow ratio and other qualities make it worth a look?
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Lockheed Martin Corporation (LMT)
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Northrop Grumman Corporation (NOC)
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iShares U.S. Aerospace & Defense ETF (ITA)
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RTX Corporation (RTX)
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Select STOXX Europe Aerospace & Defense ETF (EUAD)
Q: Given the increasing focus on defence spending both in North America and Europe, do you have some conviction stocks (accessible to a Canadian retail investor) that will likely benefit from this trend?
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Lincoln National Corporation (LNC)
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Pfizer Inc. (PFE)
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Annaly Capital Management Inc. (NLY)
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CareTrust REIT Inc. (CTRE)
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Janus Henderson Group plc (JHG)
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Chord Energy Corporation (CHRD)
Q: can you recommend 3-4 US companies with at east a 4% yield and good growth (at least 20%), in sales and earnings, expected for at east the next few years
Q: HI folks, can please get update on Ctlp (Cantaloupe) on Q2/25 earnings, guidance and any specifics on selloff.....in $7's....rate Buy/Hold/Sell....thanks as always, jb
Q: I would like to add NVDA to my portfolio. What should I be considering in a choice between NVDA:CA and NVDA:US.
Thanks.
Thanks.
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Gilead Sciences Inc. (GILD)
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QUALCOMM Incorporated (QCOM)
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AbbVie Inc. (ABBV)
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Altria Group Inc. (MO)
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Merck & Company Inc. (MRK)
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NextEra Energy Inc. (NEE)
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PepsiCo Inc. (PEP)
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Procter & Gamble Company (The) (PG)
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Philip Morris International Inc (PM)
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Williams Companies Inc. (The) (WMB)
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Exxon Mobil Corporation (XOM)
Q: Looking for a stable US stock with some growth/dividend. Please make suggestions
Q: hello 5i:
IF one wanted to buy one Consumer Discretionary stock and nothing the obvious size difference, could you comment on current fundamental/valuation differences, growth rates, balance sheet advantages, etc
thanks
Paul L
IF one wanted to buy one Consumer Discretionary stock and nothing the obvious size difference, could you comment on current fundamental/valuation differences, growth rates, balance sheet advantages, etc
thanks
Paul L