Q: CSCO's earnings misstep resulted in a 11% stock price haircut. I am a long-time holder and am contemplating adding to my position. What's your take on the recent statement and whether this is an opportunistic wise move or not.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
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,
Do you know of a good Nasdaq Equal Weight ETF in Canada or do you have to invest in the US. If US, can I get your recommendation.
Thanks
John
Do you know of a good Nasdaq Equal Weight ETF in Canada or do you have to invest in the US. If US, can I get your recommendation.
Thanks
John
-
AbbVie Inc. (ABBV $227.68)
-
JPMorgan Chase & Co. (JPM $287.52)
-
ONEOK Inc. (OKE $85.76)
-
Procter & Gamble Company (The) (PG $153.32)
-
Prudential Financial Inc. (PRU $94.94)
Q: I have $40K US to redeploy I would open 3-4 positions in an unregistered account. My thoughts go to blue chip dividend payers and nothing commodity based that I can let grow for 3-5 years. I do hold the following in this account: GOOG,AMZN,AAPL,CELH,ISRG MSFT,SYK . Your input is much appreciated. David
-
Booking Holdings Inc. (BKNG $4,322.42)
-
Constellation Software Inc. (CSU $2,700.08)
-
Descartes Systems Group Inc. (The) (DSG $93.80)
-
TFI International Inc. (TFII $150.79)
-
Ulta Beauty Inc. (ULTA $652.65)
-
Five Below Inc. (FIVE $218.54)
-
Copart Inc. (CPRT $35.55)
-
Old Dominion Freight Line Inc. (ODFL $188.78)
-
Heico Corporation (HEI $306.84)
-
Topicus.com Inc. (TOI $104.27)
-
Brookfield Corporation Class A Limited Voting Shares (BN $55.08)
-
Lumine Group Inc. (LMN $25.05)
Q: My wife took early retirement with DB plan. Her RRSP and TFSA are well diversified. She has enough money to invest in about 10 companies. This money is not needed in foreseeable future. However, a small dividend is appreciated along with capital appreciation. It will be invested in a regular account. Can you please suggest top 12 companies.
Thanks inadvance
Thanks inadvance
-
Alphabet Inc. (GOOG $308.42)
-
Microsoft Corporation (MSFT $404.88)
-
NVIDIA Corporation (NVDA $186.03)
-
CrowdStrike Holdings Inc. (CRWD $442.03)
-
Vertiv Holdings LLC Class A (VRT $268.26)
-
Duolingo Inc. (DUOL $98.81)
Q: 5 from 5i Tech is Going to Get Much Bigger
Very well articulated article. Based on this article what would be your top 3 picks to invest in the tech market.
Wayne
Very well articulated article. Based on this article what would be your top 3 picks to invest in the tech market.
Wayne
-
Republic Services Inc. (RSG $223.79)
-
Waste Management Inc. (WM $236.50)
-
Casella Waste Systems Inc. (CWST $88.23)
-
Waste Connections Inc. (WCN $226.36)
-
GFL Environmental Inc. Subordinate no par value (GFL $43.34)
Q: Peter; Any guessestimate as to the value of the company compared to its peers ? Thanks.
Rod
Rod
Q: I am intrigued by the potential for comparison between these two companies and wonder if GLBE is on a similar track - for obvious reasons. Probably not, but can you compare please as MELI has obviously done very well for itself. Thanks. Look forward to your reply and analysis.
Q: Hi 5i, First thanks for all the feedback on WELL, but I was hoping for a little more information on the performance, valuation and growth aspect for WELL. Earlier I asked if the one analysts view on valuation and direction of company from a pure tech play to a mix of primary care made any sense. I've always been of the opinion that they were a more tech play. Also if you have any pier/competitor comparisons that woul be great. Thanks again for all your assistance.
Q: Peter and His Wonder Team
GVP missed earning on there quarterly report. It crashed 20%. Do you think that was warranted and do they have a more positive future? Thanks and more!
GVP missed earning on there quarterly report. It crashed 20%. Do you think that was warranted and do they have a more positive future? Thanks and more!
-
Broadcom Inc. (AVGO $341.57)
-
Texas Instruments Incorporated (TXN $198.67)
-
Cadence Design Systems Inc. (CDNS $294.16)
-
ASML Holding N.V. (ASML $1,386.68)
-
Taiwan Semiconductor Manufacturing Company Ltd. (TSM $354.56)
Q: Good Morning Peter & team,
Have $6000 to add and do not have enough exposure to chip manufacturing. Was thinking about QCOM but read a few of your comments and don't necessarily like they're dependency on cell phone. NVIDIA has had the big run up along with a few of the other popular names. Is there a late bloomer/less popular name you might recommend for a 3 - 5 year hold if not longer? Growth is the priority.
Thanks for all you do
gm
Have $6000 to add and do not have enough exposure to chip manufacturing. Was thinking about QCOM but read a few of your comments and don't necessarily like they're dependency on cell phone. NVIDIA has had the big run up along with a few of the other popular names. Is there a late bloomer/less popular name you might recommend for a 3 - 5 year hold if not longer? Growth is the priority.
Thanks for all you do
gm
-
O'Reilly Automotive Inc. (ORLY $94.39)
-
Advance Auto Parts Inc. (AAP $53.33)
-
AutoZone Inc. (AZO $3,712.42)
Q: Good morning - I understand that AAP is the parent of Carquest, which in our region is a well-run autocrats supplier. I know some shop owners personally and am impressed with how professionally the Carquest organization is run ( at least at the regional level). Then I look at the AAP stock history and analyst comments and it does not look great. What are your thoughts on AAP? Sleeper or stay away?
Q: Hello 5i,
Would you be buyers of Dexcom today? With the recent drop in share price do you think their growth story is attractive? Or is there too much competition in this health/tech space?
Appreciate all you do!
Would you be buyers of Dexcom today? With the recent drop in share price do you think their growth story is attractive? Or is there too much competition in this health/tech space?
Appreciate all you do!
-
McDonald's Corporation (MCD $325.21)
-
Restaurant Brands International Inc. (QSR $97.78)
-
Domino's Pizza Inc (DPZ $393.29)
Q: Do you see QSR as a buy now? If so, are there other stocks in the same sector that you like better? This would be for a medium to long term hold. Thanks.
Q: Can you give a current comment on your favourite name between CPRT and ODFL.Thank you
-
BRP Inc. Subordinate Voting Shares (DOO $89.67)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $191.67)
-
Twilio Inc. Class A (TWLO $126.68)
-
Axon Enterprise Inc. (AXON $517.57)
-
e.l.f. Beauty Inc. (ELF $79.95)
-
Perion Network Ltd (PERI $8.67)
-
Docebo Inc. (DCBO $30.65)
-
Unity Software Inc. (U $20.04)
-
Upstart Holdings Inc. (UPST $27.47)
-
Affirm Holdings Inc. (AFRM $50.79)
-
SoFi Technologies Inc. (SOFI $18.53)
Q: Hello 5i,
Given that interest rates appear to have peaked, please rank the above list for:
1. Growth only
2. Your buying preference.
Thank you
Dave
Given that interest rates appear to have peaked, please rank the above list for:
1. Growth only
2. Your buying preference.
Thank you
Dave
Q: What's caused the sell off today?
Davi
Davi
-
Apple Inc. (AAPL $260.81)
-
Adobe Inc. (ADBE $273.71)
-
Amazon.com Inc. (AMZN $212.65)
-
Meta Platforms Inc. (META $654.86)
-
Alphabet Inc. (GOOG $308.42)
-
Intuitive Surgical Inc. (ISRG $492.87)
-
NVIDIA Corporation (NVDA $186.03)
-
Booking Holdings Inc. (BKNG $4,322.42)
-
AbbVie Inc. (ABBV $227.68)
-
Salesforce Inc. (CRM $194.13)
-
JPMorgan Chase & Co. (JPM $287.52)
-
Eli Lilly and Company (LLY $999.84)
-
Merck & Company Inc. (MRK $116.21)
-
Morgan Stanley (MS $160.89)
-
Prudential Financial Inc. (PRU $94.94)
-
Ulta Beauty Inc. (ULTA $652.65)
-
Take-Two Interactive Software Inc. (TTWO $211.09)
-
Vertiv Holdings LLC Class A (VRT $268.26)
-
Duolingo Inc. (DUOL $98.81)
Q: Long term holding and price appreciation of AAPL and NVDA has led to a U.S. portion of a registered portfolio weighting of 28% and 17% respectively. I'd like to take some profits on these positions and trim these weightings to diversify. Please provide your top suggestions for replacements to consider in Health, Consumer, IT, Communication, and Financial sectors with a timeframe of 10years+
Q: Do you see anything on your freindly Bloomberg that tells you the reason VRTX is falling in the past week.
Thanks
Sheldon
Thanks
Sheldon
Q: Looking at the depressed Utilities Renewable, I wonder why Constellation performed so well. Do you have explanation for it.
Thanks
Thanks
Q: I am considering selling PFE for tax loss. In your opinion is this a good time to sell? Secondly - if I did sell - what might be a good proxy to buy in the meantime and/or - would it be beneficial to rebuy PFE after 30 days. I already have a 4% position in ABBV.