Q: I own both of these in small positions. I want to sell one and add to the other. Long term hold. Which would you recommend to keep.
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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.
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Discovery Ventures (DVN)
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Chevron Corporation (CVX $182.60)
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Hess Corporation (HES)
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Marathon Petroleum Corporation (MPC $204.26)
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Exxon Mobil Corporation (XOM $151.21)
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Enbridge Inc. (ENB $68.62)
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MPLX LP Representing Limited Partner Interests (MPLX $55.01)
Q: What do you think of Oil as seasonally strong for summer months.? We are seeing some uptick for the past week.
DVN
ENB
XOM
MPC
MPLX
a favourite ?
DVN
ENB
XOM
MPC
MPLX
a favourite ?
Q: Hi Team,
MSGE is down 27% YTD despite adding $144 million to its market cap. Do you see any promise in the stock or should I sell it at a loss?
Thanks,
Saeed
MSGE is down 27% YTD despite adding $144 million to its market cap. Do you see any promise in the stock or should I sell it at a loss?
Thanks,
Saeed
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Largo Inc. (LGO $2.25)
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Amazon.com Inc. (AMZN $208.72)
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Meta Platforms Inc. (META $677.37)
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Alphabet Inc. (GOOG $324.40)
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PayPal Holdings Inc. (PYPL $41.15)
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The Walt Disney Company (DIS $107.13)
Q: Hi 5i, May I pls have your thoughts on latest results and if you would continue to hold or upgrade.
I have few other dogs, maybe LGO also, that I'm looking to consolidate into either GOOG, META, DIS, PYPL or AMZN. Which 2 or 3 would be your preferred choices? PYPL worries me a bit, seems other fintec companies might be eating their lunch. DIS is interesting given old CEO is back and cost cutting the company. Pls give your pros/cons when ranking. Thx for your great advice!
I have few other dogs, maybe LGO also, that I'm looking to consolidate into either GOOG, META, DIS, PYPL or AMZN. Which 2 or 3 would be your preferred choices? PYPL worries me a bit, seems other fintec companies might be eating their lunch. DIS is interesting given old CEO is back and cost cutting the company. Pls give your pros/cons when ranking. Thx for your great advice!
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Aritzia Inc. Subordinate Voting Shares (ATZ $113.80)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $16.16)
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Snowflake Inc. (SNOW $175.95)
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Mitek Systems Inc. (MITK $11.81)
Q: Good Morning 5i,
We have an opening in two of our accounts.
For a 1% flyer which would you recommend: MITK or SNOW?
For a 1/2 position in our TFSA: GOOS or ATZ
Thank you
Debbie and Jerry
We have an opening in two of our accounts.
For a 1% flyer which would you recommend: MITK or SNOW?
For a 1/2 position in our TFSA: GOOS or ATZ
Thank you
Debbie and Jerry
Q: What is their balance sheet? Is it worth holding?
Thanks,
Milan
Thanks,
Milan
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iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $71.41)
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TD Global Healthcare Leaders Index ETF (TDOC $20.00)
Q: Hi Peter, Ryan, and Team,
If already owning XHC, would the ETF TDOC serve as a complementary holding, since we're a bit low in the Health Care sector? I like its low (.35%) MER and the 2% cap on any one company, but is its AUM too low to consider? Are there any other Canadian listed ETFs that would be suitable?
Thanks for your insight.
If already owning XHC, would the ETF TDOC serve as a complementary holding, since we're a bit low in the Health Care sector? I like its low (.35%) MER and the 2% cap on any one company, but is its AUM too low to consider? Are there any other Canadian listed ETFs that would be suitable?
Thanks for your insight.
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The Cigna Group (CI $294.40)
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Humana Inc. (HUM $189.49)
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UnitedHealth Group Incorporated (DE) (UNH $275.70)
Q: What is your opinion on this US healthcare stock regarding valuation, prospects, and risk. It seems cheap but do you consider its concentration on drugs a potential pitfall if the US decides to reduce allowable charges for prescriptions. Would you buy CI or are UNH Elevance or Humana better equities to hold? Appreciate your views.
Q: Hello Peter,
Does 5i have an analysis of Progressive"s latest result? I am not looking for a long term hold but considering a trade. Would that be wise and if so, what would be an entry point?
Regards
Rajiv
Does 5i have an analysis of Progressive"s latest result? I am not looking for a long term hold but considering a trade. Would that be wise and if so, what would be an entry point?
Regards
Rajiv
Q: May I have your thoughts on $SYK.
Q: your thoughts on LAZ right now.
Is it in the same boat as the other banks?
Outlook?
Is it in the same boat as the other banks?
Outlook?
Q: May I have your thoughts on PLD.
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Fortinet Inc. (FTNT $85.93)
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Palo Alto Networks Inc. (PANW $166.00)
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Evolve Cyber Security Index Fund (CYBR $50.70)
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CrowdStrike Holdings Inc. (CRWD $408.04)
Q: Not clear why this fund goes nowhere or down? Keeper for the next year? Seems odd in the days of hacking and security needs. Your thoughts please.
Q: Hi All at 5i!
I am giving my portfolio a spring cleaning. I have Arkk, Apps and Unity software, all of which are down significantly. I do not need the money and can hold these for at least 5 years. Is there hope for any of them should the market start performing better or are there inherent problems with them and should I just let them go . Your opinion is highly valued. Cheers, Tamara
I am giving my portfolio a spring cleaning. I have Arkk, Apps and Unity software, all of which are down significantly. I do not need the money and can hold these for at least 5 years. Is there hope for any of them should the market start performing better or are there inherent problems with them and should I just let them go . Your opinion is highly valued. Cheers, Tamara
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Equinix Inc. (EQIX $857.74)
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Crown Castle Inc. (CCI $83.08)
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Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $97.08)
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Digital Realty Trust Inc. (DLR $172.13)
Q: What are your top 3 picks in the digital data storage sector and why. Thanks for your analysis.
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Intel Corporation (INTC $50.24)
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Western Digital Corporation (WDC $285.99)
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Revvity Inc Com (PKI)
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Omega Healthcare Investors Inc. (OHI $44.79)
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Groupon Inc. (GRPN $13.01)
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Beyond Meat Inc. (BYND $0.77)
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Silvergate Capital Corporation Class A (SI)
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Warner Music Group Corp. (WMG $29.59)
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Nikola Corporation (NKLA)
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WeWork Inc - Class A (WE $46.61)
Q: Hi Peter,
Can you please provide a list of the top five companies that you would consider taking a short position for the next six months? Please provide a brief explanation why these companies were selected to be included in your shortlist.
Thanks, for your advice.
George
Can you please provide a list of the top five companies that you would consider taking a short position for the next six months? Please provide a brief explanation why these companies were selected to be included in your shortlist.
Thanks, for your advice.
George
Q: Does the large amount of insider selling recently , especially with earnings report soon, send a signal
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iShares Russell 2000 Growth ETF (IWO $342.76)
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State Street SPDR S&P 500 ETF Trust (SPY $694.05)
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Vanguard Total Stock Market ETF (VTI $342.64)
Q: Hi, can you recommend a couple of US ETFs for my US RRSP please? I have a 5 year time horizon. Thank you
Q: In your opinion, are there favourable prospects for growth over next 12 months or is this investment just dead money? Thanks. Rick
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Amgen Inc. (AMGN $375.82)
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Pfizer Inc. (PFE $27.05)
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Guardant Health Inc. (GH $105.34)
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InMode Ltd. (INMD $15.12)
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Elevance Health Inc. (ELV $327.50)
Q: This company's stock price has taken a bigger hit than other high growth healthcare names. What's the reason for this and is it still a company with good long term potential? Are there other small cap US healthcare companies that may be undervalued that you prefer to this one?