Investment Q&A

Q: Down approx 25% in each of Goog, Msft and Amzn. Down 45% in Meta. I have a 5 year window and am looking for total return and less volatility. I am inclined to keep the first 3 and switch Meta for Cost or Aapl. Please critique my plan. Thank you

Q: In a previous comment you stated "Five stocks that we feel will perform well over a long term period are: TSU, NVDA, SHOP, CSU, and INMD." In regards to INMD, what are your thoughts on other competitors in medical aesthetics, such as CUTR, ABBV, SIEN, or others I may have left out? What makes INMD more desirable in your opinion?

Q: Hello 5i Team
I have a small amount of Medifast stock I am down about 40% .Should I hold it and hope for a recovery or sell it now and move on?
Thanks

Q: Hello 5i
I have been wondering whether Meta is a good choice given it’s recent fall. So, i was interested in your response to a question this morning. You seemed positively disposed towards the stock. Shortly after that i read a small piece by Cathy Wood’s Arkk, which is usually seen as willing to take risks. Someone said that she makes all or nothing bets. I was surprised to see that they see Meta as doing just that. I will post a short excerp. And would be very interested to know what you think of it:

In our view, if augmented and virtual reality (AR and VR) were to become the next mobile and at-home computing platforms, the return on investment could dwarf the $10-15 billion per year that Meta currently is spending to secure leadership in the space. That said, if AR and VR do not scale to the mass-market, Meta's current pace of investing could be a colossal mistake.

In our view, if augmented and virtual reality (AR and VR) were to become the next mobile and at-home computing platforms, the return on investment could dwarf the $10-15 billion per year that Meta currently is spending to secure leadership in the space. That said, if AR and VR do not scale to mass-market, Meta's current pace of investing could be a colossal mistake.

thAnks

Q: Good morning your thoughts on Centrus Energy
Thanks again

Q: With all the megacap tech names earnings being released, and seeing the pullbacks and future estimate adjustments etc. If you had to chose one of the above to invest in, which would it be and why? Thx

Q: Can you please comment on Pinterest (PINS) latest earnings released yesterday. Was there anything of particular interest to note from the call this morning (either good or bad)? Has the ARPU continue to improve? Would you recommend adding to a position that is down for its high or give it more time?

Q: Re your answer to Cheryl today, and your recommendation for 8 stocks that have been stable and performed well over time. Can you recommend a handful of US stocks that fulfill the same goals. Not concerned over sectors.
Thanks, Peter

Q: I have some shares of twitter. I see that the offer price at my brokers is 53.70? I thought the offer price was over 54$. What are my options to sell this stock now.

thanks, Jean

Q: Could you please give me opinion on SPOT.
Would you buy it at this level in the low 80's for 1 - 2 years time horizon?


Thanks,
Milan

Q: Hi
If I want to have global exposure to Oil and Gas sector, NOT just Canadian or the US market, is IXC the only ETF option? Or should I buy XLE and add some other ETF which has exposure to Shell, Royal Dutch and other large European big oil cos? My search doesn't seem to yield anything that includes a nice balance between North America and European companies other than IXC. Any suggestions?

Your answers to others' questions seem to suggest that there is some more gain to be made in energy sector. (Paraphrasing here!) Hence this question. I already own XLE/XEG in different accounts.
Thanks in advance.

Q: I think PINS was the only social media stock that the market liked during earnings season. What is it doing right, finally, that the others are not?
Thanks

Q: I asked about COHR (formerly IIVI) last week and haven't seen a reply yet I am down 63% on it and wondering if I should hold or move on.
Thank You
Peter

Q: I have a small position in my trading acct. What do you think of their latest earnings results and should I add to my position for a 2 yr hold?

Q: There have been a couple of analyst price target reductions since your last comments on MP. Any change to your view of this company?

Q: What’s the great entry price for Meta? Thanks

Q: What Defense company in the U.S. would you recommend for a long term hold?

Q: In January, regarding the above to companies, you stated "We don't like the valuations in the sector (especially RIVN, LCID)..."
My question is, after a significant drop in both, and the requirements for European countries to move into EV's in the coming years, is it reasonable to take a small position in one or both to sit on the shelf for 10 years. Is there another co (next to Tesla) that might be a better "shelf" stock. Thanks!

Q: Hello 5i Team,

Could you please comment on MEDP's earnings and guidance. Do you consider it a buy, hold or sell? Are there better alternatives in this space?

Thank you!

Q: It's been a while since a question has been asked on this and the stock has taken even more of a beating. With oat prices going down and everything else going on, could this be a buy now? Thoughts?