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.
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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, 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!
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Broadcom Inc. (AVGO $318.77)
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Texas Instruments Incorporated (TXN $192.95)
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Cadence Design Systems Inc. (CDNS $292.25)
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ASML Holding N.V. (ASML $1,378.08)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $343.73)
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
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O'Reilly Automotive Inc. (ORLY $87.97)
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Advance Auto Parts Inc. (AAP $50.88)
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AutoZone Inc. (AZO $3,396.12)
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!
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McDonald's Corporation (MCD $318.88)
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Restaurant Brands International Inc. (QSR $102.90)
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Domino's Pizza Inc (DPZ $386.70)
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
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BRP Inc. Subordinate Voting Shares (DOO $86.50)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $188.91)
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Twilio Inc. Class A (TWLO $127.88)
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Axon Enterprise Inc. (AXON $511.75)
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e.l.f. Beauty Inc. (ELF $71.84)
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Perion Network Ltd (PERI $8.81)
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Docebo Inc. (DCBO $27.59)
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Unity Software Inc. (U $19.98)
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Upstart Holdings Inc. (UPST $26.43)
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Affirm Holdings Inc. (AFRM $44.89)
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SoFi Technologies Inc. (SOFI $17.38)
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
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Apple Inc. (AAPL $251.25)
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Adobe Inc. (ADBE $246.43)
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Amazon.com Inc. (AMZN $211.16)
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Meta Platforms Inc. (META $620.30)
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Alphabet Inc. (GOOG $307.69)
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Intuitive Surgical Inc. (ISRG $481.04)
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NVIDIA Corporation (NVDA $182.71)
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Booking Holdings Inc. (BKNG $4,437.18)
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AbbVie Inc. (ABBV $209.12)
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Salesforce Inc. (CRM $194.46)
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JPMorgan Chase & Co. (JPM $288.19)
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Eli Lilly and Company (LLY $915.92)
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Merck & Company Inc. (MRK $114.64)
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Morgan Stanley (MS $160.16)
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Prudential Financial Inc. (PRU $93.89)
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Ulta Beauty Inc. (ULTA $522.94)
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Take-Two Interactive Software Inc. (TTWO $204.62)
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Vertiv Holdings LLC Class A (VRT $270.38)
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Duolingo Inc. (DUOL $100.49)
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.
Q: Realizing that PFE's dividend has been rising annually at only about 3% in recent years, and recognizing that a portion of "moving the growth needle" will be done by acquisition, would it still be a good buy at around the $27 level (longterm technical support) ?
Also:
-How does their debt situation compare to its historical measure?
- Do you have any thoughts regarding AI in the sector, and whether or not PFE is currently using it ?
Also:
-How does their debt situation compare to its historical measure?
- Do you have any thoughts regarding AI in the sector, and whether or not PFE is currently using it ?
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Chevron Corporation (CVX $199.89)
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Marathon Petroleum Corporation (MPC $238.24)
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Occidental Petroleum Corporation (OXY $58.38)
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Phillips 66 (PSX $174.61)
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Exxon Mobil Corporation (XOM $158.84)
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Suncor Energy Inc. (SU $84.79)
Q: May I please get your thoughts on this company and maybe how it compares to other oil companies like suncor/exxon/chevron. It looks like PSX are more concentrated in refining than production. Thanks.
Q: What has pooked the market for this stock to plung while almost everything else is moving up?
Great service, analyses and advices.
Thanks
Great service, analyses and advices.
Thanks
Q: Can you comment on Twilio's recent earnings and what you think of this stock for the long term(10 years), the market their in, insider ownership, management and big clients that they serve. Thanks.
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Costco Wholesale Corporation (COST $985.54)
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Nasdaq Inc. (NDAQ $85.68)
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BlackRock Inc. (BLK $973.04)
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Salesforce Inc. (CRM $194.46)
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Home Depot Inc. (The) (HD $334.25)
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Stryker Corporation (SYK $347.46)
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Xylem Inc. New (XYL $121.08)
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Zoetis Inc. Class A (ZTS $118.13)
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Old Dominion Freight Line Inc. (ODFL $183.67)
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Saia Inc. (SAIA $328.22)
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Heico Corporation (HEI $292.13)
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CrowdStrike Holdings Inc. (CRWD $438.02)
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Trane Technologies plc (TT $429.61)
Q: Most of the above listed US stocks are in the S&P 500. And I'm wondering - would 5iR consider them "compounders"?.....Thanks for the insight as I'm keen to know whether yes or no!!!......Tom
Q: Based on your previous comments on Pliant Therapeutics could you please give an opinion on recent earnings and going forward what do you see for the stock and the market they are in. Can you also comment on management and insider ownership if they are worthy enough points to even discuss.
Thank you.
Thank you.