Q: AAPL caused some stress for payment companies with their announcement re: getting more serious about the payments business some weeks ago. Do you think Amazon’s announcement re: “free wireless to Prime members” has a greater or lesser potential impact on VZ and AT&T?
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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: AIDB
NYSE Arca/US
Qraft AI-Pilot U.S. Large Cap Dynamic Beta ETF
Speculative buy?
Thank you.
NYSE Arca/US
Qraft AI-Pilot U.S. Large Cap Dynamic Beta ETF
Speculative buy?
Thank you.
Q: Despite being currently in a downtrend, the company's seemingly well-funded dividend and diversified business strategy make it interesting to me, a retired, dividend-seeking investor. What are your perceptions? Thanks!
Q: Hi 5i, and would you please review the Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. While the markets gave the share price a 35% haircut on Friday, do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold. Thanks kindly.
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American Tower Corporation (REIT) (AMT $181.55)
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3M Company (MMM $165.79)
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Philip Morris International Inc (PM $155.85)
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Extra Space Storage Inc (EXR $130.34)
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British American Tobacco p.l.c. (BTI $54.86)
Q: when you look at 3M on fundamental, and valuation score high, and the dividend look very attractive at 6.36%, how do i need to be worry about lawsuits again 3M for the used of PFAS?
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Expedia Group Inc. (EXPE $240.00)
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Marriott International (MAR $282.90)
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Booking Holdings Inc. (BKNG $4,783.01)
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Hilton Worldwide Holdings Inc. (HLT $267.94)
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Airbnb Inc. (ABNB $115.42)
Q: Hi,
What is your perspective on the travel industry, and what are your recommendations on stocks or ETF US or Canadian or international for 5-10 hold?
Best,
Matt
What is your perspective on the travel industry, and what are your recommendations on stocks or ETF US or Canadian or international for 5-10 hold?
Best,
Matt
Q: Hi- would welcome your take on the recent outperformance- it has announced a deal to "off load" some of its loans. It also is an AI play and this is apparently gaining traction.
Q: Is thus a good time to buy CVNA? Thanks!
Q: With no tax implications; if you had a significant short term profit in META would YOU be inclined to take profit and move to another name(s)?
If so what would be your 2 or 3 stocks highest conviction names for a 1 to 3 year hold and why?
Thanks, Hugh
If so what would be your 2 or 3 stocks highest conviction names for a 1 to 3 year hold and why?
Thanks, Hugh
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Alphabet Inc. (GOOG $284.96)
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Intuitive Surgical Inc. (ISRG $546.77)
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Microsoft Corporation (MSFT $493.79)
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NVIDIA Corporation (NVDA $181.36)
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Advanced Micro Devices Inc. (AMD $230.29)
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GLOBAL X FDS (BOTZ $33.70)
Q: Peter,
You recently mentioned recently the way to play AI was through U.S. Mega cap companies. Which ones in particular were you referring to ? Are there any ETF's worth reviewing?
Thank you
Paul
You recently mentioned recently the way to play AI was through U.S. Mega cap companies. Which ones in particular were you referring to ? Are there any ETF's worth reviewing?
Thank you
Paul
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Paychex Inc. (PAYX $109.96)
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Emerson Electric Company (EMR $126.75)
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3M Company (MMM $165.79)
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Roper Technologies Inc. (ROP $444.41)
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Mettler-Toledo International Inc. (MTD $1,396.45)
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Heico Corporation (HEI $309.90)
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Otis Worldwide Corporation When Issued (OTIS $44.00)
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Carrier Global Corporation (CARR $52.01)
Q: I already own Honeywell and BAE Systems but want to increase and diversify my holdings in Industrials. I know you like ROP, but I am also looking at PAYX, MMM and EMR. I am tempted by MMM, because it is so beaten up and is quite different from my existing holdings, but I worry that it is beaten up for good reason. Could you rank these four industrials in terms of quality for a long term investment, taking into account their current valuations?
Q: Which of JNJ and GILD do you think is the better quality company for a long term investment? In response to other readers questions, you seem to like GILD, but I worry about its dependence on HIV drugs. Is it diversified enough? JNJ seems more diversified, but I worry about its talc liabilities and slow growth. Will JNJ be a stronger company after the Kenvue spin-off?
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Meta Platforms Inc. (META $597.69)
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NVIDIA Corporation (NVDA $181.36)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.32)
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Tesla Inc. (TSLA $401.25)
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Super Micro Computer Inc. (SMCI $34.90)
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Celsius Holdings Inc. (CELH $40.64)
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Palantir Technologies Inc. (PLTR $167.33)
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C3.ai Inc. Class A (AI $13.74)
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Duolingo Inc. (DUOL $175.45)
Q: What are your 10 top momentum plays?
Q: Please provide an update on POOL.
I am holding it at a 25 % loss in my TFSA.
What are its prospects? Do you still like it?
I understand you love CROX currently, of
Which I currently own a 1/2 position.
Would it make sense to sell POOL, take a loss (with no possibility of harvesting the loss to offset other gains) and consolidate it into CROX?
Please advise.
Thank you.
I am holding it at a 25 % loss in my TFSA.
What are its prospects? Do you still like it?
I understand you love CROX currently, of
Which I currently own a 1/2 position.
Would it make sense to sell POOL, take a loss (with no possibility of harvesting the loss to offset other gains) and consolidate it into CROX?
Please advise.
Thank you.
Q: Hi 5i,
I've been eyeing CROX for a while, but their debt seems quite high compared to their market cap. How much should I be worried about their debt load?
TIA
I've been eyeing CROX for a while, but their debt seems quite high compared to their market cap. How much should I be worried about their debt load?
TIA
Q: I've seen your recent comments on Crowdstrike's earnings. At this point would you prefer CRWD or PANW for quality and growth over the long term?
Thanks!
Thanks!
Q: Is SOFI a buy here with debt ceiling drama being dealt with; moving to student loans being paid again and a more digital banking experience transition for customers going forward? Thanks, Lesley
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NVIDIA Corporation (NVDA $181.36)
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iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $276.98)
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VanEck Vectors Semiconductor ETF (SMH $333.29)
Q: I would like to get exposure to the semiconductor industry but am reluctant to buy NVDA because of its recent runup. I am considering SMH or SOXX. Do you have a better idea or would it be wise to stay on the sidelines for a while? This may not be relevant but I do hold Fortinet. Your thoughts and comments would be appreciated. Thank You.
Q: Recently ran into some $. Much to my surprise. Was thinking about putting it into IEP. Leaving it and not looking at it for 10 years. Is this a binary bet on high risk/high reward opportunity. How would the dividend be taxed in a non registered account? Over time I may look to move it to TFSA if it bolds well. Thoughts?
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Amazon.com Inc. (AMZN $222.55)
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Costco Wholesale Corporation (COST $895.08)
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Dollar General Corporation (DG $103.33)
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Target Corporation (TGT $88.53)
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Walmart Inc. (WMT $101.39)
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Five Below Inc. (FIVE $147.51)
Q: Which company to buy at this time for near term price appreciation. Any other suggestions in consumer staples. Your PA suggests I should increase consumer staples (no staples in my portfolio at this time).
Thanks
Thanks