Q: What is your view on Aspen (AZPN)
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: Can you comment on earnings ?
Is there compelling value here to initiate a position? If yes, how compelling would you rate it on a scale of 1 to 10 ( 10 being lost)
If you prefer other US non tech names trading at a discount, please offer your suggestions.
Thank you
Is there compelling value here to initiate a position? If yes, how compelling would you rate it on a scale of 1 to 10 ( 10 being lost)
If you prefer other US non tech names trading at a discount, please offer your suggestions.
Thank you
- Amazon.com Inc. (AMZN)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- The Trade Desk Inc. (TTD)
- Roku Inc. (ROKU)
- Digital Turbine Inc. (APPS)
- Unity Software Inc. (U)
Q: I own all of these high multiple tech stocks in low quantities in tfsas. No particular concern about timelines. Would you continue to advise holding all of them or would you suggest eliminating one or more for the other? Is there a simple way to compare?
Q: I understand that JPM is processing Russian bond interest payments. Please explain JPM’s role. Are they supporting the Russian economy by doing this? I am considering selling my small position in JPM. Does this make sense or is it simply naive? Thanks as always
Q: Good afternoon,
What is your current view of First Solar and will it have difficulty appreciating( ie do you deem it a "growth ' stock ) in a rising rate environment?
Thank you
What is your current view of First Solar and will it have difficulty appreciating( ie do you deem it a "growth ' stock ) in a rising rate environment?
Thank you
- Apple Inc. (AAPL)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Pure Storage Inc. Class A (PSTG)
- StoneX Group Inc. (SNEX)
Q: Given the recent price jumps in some of the US recommendations you have been making, can you give me your top 5 long-term holds in terms of their current price?
Thanks
PS. I understand your timelines, but if you could answer quickly because tomorrow morning will be my last buying opportunity for the next week.
Thanks
PS. I understand your timelines, but if you could answer quickly because tomorrow morning will be my last buying opportunity for the next week.
Q: Hi 5i, After close to a 40% drop, I’ve initiated a position in NVDA through CDRs. My avgerage cost is $22.75 as of today. I assume after this pop in an oversold market, the stock will retrace further as rates go up and earnings and the North American economies go down. I plan to increase my holdings at target prices in the underlying security. Is this a sound strategy?
Q: Looking for income in a RIF account. And “ safer” companies in terms of stability.
These two stocks appear to meet the criteria. The dividends are in the 10-12% range
What do you think ?
Would you have a preference given the similarities in holdings?
Thanks.
These two stocks appear to meet the criteria. The dividends are in the 10-12% range
What do you think ?
Would you have a preference given the similarities in holdings?
Thanks.
- CI Financial Corp. (CIX)
- IGM Financial Inc. (IGM)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
- Artisan Partners Asset Management Inc. Class A (APAM)
- Janus Henderson Group plc (JHG)
Q: What is your opinion of the value of asset managers as an investment in the current market? Which asset managers are the best priced with the most lucrative/sustainable dividend? Thanks!
Q: What is your opinion on Sentinel's earnings? I already own CRWD, I'm thinking of starting a small position in S as well. What do you think? Better to own both, or just stick with CRWD, your favourite.
Thanks
Thanks
Q: Hi 5i Team, and would appreciate your analysis of the just posted results from SentinelOne. Also, do you see any endearing qualities or strengths to the business as a long term opportunity in the cybersecurity sector, and how would you rank it as a buy with respect to the larger well-known names in the sector. Thanks from an appreciative member.
- Genco Shipping & Trading Limited New (Marshall Islands) (GNK)
- Global Ship Lease Inc New Class A (GSL)
- Eagle Bulk Shipping Inc. (EGLE)
Q: These shipping companies seem to have like GSL,GNK,EGLE seem to have high payouts.What is your opinion of the shipping liness ?
Q: Dear 5i,
At todays prices, March 15, 2022 are these good valuation for TFSA and
+3 year hold? If yes, which one would you prefer and why?
Can you help explain why historically HD trades at a higher PE than LOW
even though historical EPS seems better with LOW?
thanks
At todays prices, March 15, 2022 are these good valuation for TFSA and
+3 year hold? If yes, which one would you prefer and why?
Can you help explain why historically HD trades at a higher PE than LOW
even though historical EPS seems better with LOW?
thanks
Q: Seems like almost everyone thinks GOOG represents excellent value at current prices. Makes me wonder why it's not trading higher,
What is the bear case? -Earnings are a peak levels? Or is the risk, that it becomes a source of funds for other investments.
What is the bear case? -Earnings are a peak levels? Or is the risk, that it becomes a source of funds for other investments.
- PRO Real Estate Investment Trust (PRV.UN)
- Intel Corporation (INTC)
- Microsoft Corporation (MSFT)
- QUALCOMM Incorporated (QCOM)
- Oracle Corporation (ORCL)
- CI Financial Corp. (CIX)
- Dream Office Real Estate Investment Trust (D.UN)
- Whitecap Resources Inc. (WCP)
- goeasy Ltd. (GSY)
- Harvest Healthcare Leaders Income ETF (HHL)
- MCAN Mortgage Corporation (MKP)
Q: Hi Peter
What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio
Thank you
Howard
What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio
Thank you
Howard
- Costco Wholesale Corporation (COST)
- Sysco Corporation (SYY)
- Walmart Inc. (WMT)
- Empire Company Limited Non-Voting Class A Shares (EMP.A)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- The Andersons Inc. (ANDE)
- Kforce Inc. (KFRC)
- Driven Brands Holdings Inc. (DRVN)
Q: Looking to add to staples. 1. Currently have COST and would be willing to add - at what price? 2. Please advise which Food and Beverage staples you would recommend based GARP/ total return. 3. For personal services, again on GARP/ total return how would you advise. Names listed simply for illustrative purposes, please advise with rationale for selection.
Thank you.
Thank you.
Q: Hi 5i,
Can I please get your thoughts on ZBRA?
Are there any competitors that you think are better?
Is the valuation reasonable for 2% TFSA purchase?
thanks
Can I please get your thoughts on ZBRA?
Are there any competitors that you think are better?
Is the valuation reasonable for 2% TFSA purchase?
thanks
- NVIDIA Corporation (NVDA)
- Veeva Systems Inc. Class A (VEEV)
- The Trade Desk Inc. (TTD)
- Ultra Clean Holdings Inc. (UCTT)
- Digital Turbine Inc. (APPS)
- Affirm Holdings Inc. (AFRM)
Q: I hold TTD, NVDA, UCTT, VEEV, APPS abd AFRM in the USD section of my RRSP. TTD and NVDA are still green, the others are down, 30-50% with AFRM down 76%. Do you see any holdings that should be sold and added to the others?
Q: Hi, What s your opinion on Marqeta?
Q: FB appears cheap and perhaps oversold (?). I am tempted to buy a call on a turnaround; BUT, I read stories about Apple and Google making changes to iphones etc. that may (?) impact FB's advertising revenue. Is there a short answer to whether this is likely to be a serious problem ?? thanks Jim