Q: How do you like this companies potential? Do you see further dilution on the horizon? Looks high risk/reward. The CEO appears credible and has a solid track record. Thx for everything.
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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: Good morning: Can you please give your opinion on Sprout Social's mixed earnings report? Is it still worth holding, or do you have a couple of high growth ideas to replace it (3 year hold). I'm considering Intuit as a possible swap. Thanks.
Q: Can I have your thoughts, analysis on Keysight's recently announced earnings and what do you see for the future of this company. Would you consider it a buy? Thank you.
Q: Please comment on LMND's results released this afternoon.P/P US$92.65.Add,Hold or Sell ? Txs for U usual great services & views Recently renewed my long term membership.
Q: Please comment on MGNI's results released this afternoon and going forward.Think it was hammered in After Hours. Add,Hold or Sell. Txs for U usual great services & views
Q: For a 3 to 5 year hold, would you prefer ASML or NVDA?
What would be your reasoning?
Thanks!
What would be your reasoning?
Thanks!
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Amazon.com Inc. (AMZN $227.35)
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Costco Wholesale Corporation (COST $855.62)
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Alphabet Inc. (GOOG $308.61)
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NVIDIA Corporation (NVDA $180.99)
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American Tower Corporation (REIT) (AMT $172.41)
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Chevron Corporation (CVX $147.75)
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Mosaic Company (The) (MOS $23.80)
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Morgan Stanley (MS $176.98)
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NextEra Energy Inc. (NEE $79.54)
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Jacobs Solutions Inc. (J $134.07)
Q: Hi Peter,
You had this qn on Jan. 23, 2023:
My sister wants to invest in 10 Canadian stocks that are relatively safe in terms of capital preservation but which offer possible dividend and growth . Hopefully the stocks would be in different sectors that you would recommend.
Now, for a 5 yr + time period, what 11 US quality stock from each sector would you recommend ?
Please deduct as many credits as necessary.
Thanks a million.
You had this qn on Jan. 23, 2023:
My sister wants to invest in 10 Canadian stocks that are relatively safe in terms of capital preservation but which offer possible dividend and growth . Hopefully the stocks would be in different sectors that you would recommend.
Now, for a 5 yr + time period, what 11 US quality stock from each sector would you recommend ?
Please deduct as many credits as necessary.
Thanks a million.
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Roku Inc. (ROKU $108.82)
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Generac Holdlings Inc. (GNRC $138.94)
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Match Group Inc. (MTCH $33.02)
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Zoom Communications Inc. (ZM $89.82)
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Upstart Holdings Inc. (UPST $47.59)
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Roblox Corporation Class A (RBLX $81.94)
Q: Hello,
I have small positions in these 6 stocks, all in the red - MTCH, ROKU, GNRC are in registered accounts, RBLX, UPST, ZM in non-registered. I don't find it easy to sell any stocks but in the spirit of 'pulling weeds', can I get your opinion on which of these, if any, you would sell. Any that might be worth adding to at their current valuation?
Thank you for your insights, Doris
I have small positions in these 6 stocks, all in the red - MTCH, ROKU, GNRC are in registered accounts, RBLX, UPST, ZM in non-registered. I don't find it easy to sell any stocks but in the spirit of 'pulling weeds', can I get your opinion on which of these, if any, you would sell. Any that might be worth adding to at their current valuation?
Thank you for your insights, Doris
Q: Comments on the recent quarterly results please. Thank you all for your great service.
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Intel Corporation (INTC $36.82)
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NVIDIA Corporation (NVDA $180.99)
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Advanced Micro Devices Inc. (AMD $213.43)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $288.95)
Q: In your opinion, in order of strongest to weakest - please list the following companies to excel in the next 3-5 years and if you had to choose one, which would you go with ?
Thank you
Thank you
Q: Could you tell me the 5 year growth rate, current price vs historical price ratios. Is NV5 Global expensive here? It has pulled back today... what is your buy thesis?
Q: Good Morning,
Please share your thoughts on MPW for a retired income investor.
Is the yield safe and secure? Is the growth potential for both the dividend and value?
Thanks very much.
Please share your thoughts on MPW for a retired income investor.
Is the yield safe and secure? Is the growth potential for both the dividend and value?
Thanks very much.
Q: This offshore drilling company (Transocean) stock price has increased 111% over the past 12 months.
Many rigs are still on previous leases at much lower prices/day rates than the current new leases being executed.
Assuming rig count stays the same (does not increase like it did in 2022), but expiring leases renew at recent rates with existing or new customers, what is the fundamental outlook for the next 3 years or so (approximately)?
The stock price has been very volatile...$0.81 in October of 2020, $84 in 2011, and currently at $7. Trying to get a better grasp on the fundamentals here in the above scenario that should translate to the stock price...
Many rigs are still on previous leases at much lower prices/day rates than the current new leases being executed.
Assuming rig count stays the same (does not increase like it did in 2022), but expiring leases renew at recent rates with existing or new customers, what is the fundamental outlook for the next 3 years or so (approximately)?
The stock price has been very volatile...$0.81 in October of 2020, $84 in 2011, and currently at $7. Trying to get a better grasp on the fundamentals here in the above scenario that should translate to the stock price...
Q: Hello 5i,
I bought Encore Wire in 2021 and have done well. The last question on it was May 2021 and in the answer you mentioned Belden. Could I have you current assessment on these two companies?
Thank you
Dave
I bought Encore Wire in 2021 and have done well. The last question on it was May 2021 and in the answer you mentioned Belden. Could I have you current assessment on these two companies?
Thank you
Dave
Q: Can u comment on the gap down in price with big volume of ZIP? Your usual advice is to let the stock run if it is in uptrend. But sometimes the stock just drops a lot all of a sudden. Can we do anything to avoid this? Thanks
Cindy
Cindy
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Textron Inc. (TXT $89.46)
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Transdigm Group Incorporated (TDG $1,276.83)
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Axon Enterprise Inc. (AXON $594.20)
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ATI Inc. (ATI $113.28)
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L3Harris Technologies Inc. (LHX $287.45)
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Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
Q: Apart from small positions in LMT and NOC, I would like to build my defense position. I am a GARP investor, not focused on yield in this sector. I note your concern about LHX at 15x EBITDA. Overall, how would you rate these stocks or others in the sector that you like for 3-5 year hold and advise buy prices. Would you consider AXON in this sub-sector or industrial good more generally.
Q: (ICD)Independence Contract Drilling . Can you give me the pros and cons of this company’s balance sheet, industry, ownership and management. Is it’s stock potential up or down in the next 5 years.
Q: I have the above but am thinking of selling and buying into a drug etf. I am open to expanding one or two drug co.to accompany lly but I am looking for your comments and advice. Take whatever points for this info.
Do you have an opinion on Biden comments re the pharma and also basic materials on how or will that effect canada and which s tks could be adversely challenged. Thank you.
Do you have an opinion on Biden comments re the pharma and also basic materials on how or will that effect canada and which s tks could be adversely challenged. Thank you.
Q: What are your thoughts on DASH earnings. Earnings top estimate however stock still down. Do you consider as buy, sell
Thanks for your great service
Thanks for your great service
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Enghouse Systems Limited (ENGH $20.50)
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Fortinet Inc. (FTNT $80.24)
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Arista Networks Inc. (ANET $131.12)
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Columbia Sportswear Company (COLM $55.22)
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Ubiquiti Inc. (UI $564.62)
Q: Hello Peter & Team:
What is your thought about these companies with a high Insider ownership 20%+.
Could u rank them from 1 to 5 with 5 being most prefer as the best growth potential
in the next 3-5 years. Thank you.
What is your thought about these companies with a high Insider ownership 20%+.
Could u rank them from 1 to 5 with 5 being most prefer as the best growth potential
in the next 3-5 years. Thank you.