Q: Everyone. TOST and LSPD have recently posted their quarterly reports. How would you characterize the POS business as it relates to their comments. Clayton
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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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Comcast Corporation Class A Common Stock (CMCSA $29.28)
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Netflix Inc. (NFLX $1,094.69)
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The Walt Disney Company (DIS $111.68)
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Paramount Global (PARA)
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Warner Bros. Discovery Inc. (WBD $21.15)
Q: Hello Peter,
Your thought on adding one of the above names to my portfolio. I hold a bit of WBD from the AT&T spin-off and is ready to trade it with another stronger performer. Thank you!
Your thought on adding one of the above names to my portfolio. I hold a bit of WBD from the AT&T spin-off and is ready to trade it with another stronger performer. Thank you!
Q: Hi Team
Would you take a position in VCLT ? I believe it is yielding around 4.8%
Or is there a high default risk on the Corporate Bonds.
I noticed a lot of the bonds were rated BBB
Thanks Gord
Would you take a position in VCLT ? I believe it is yielding around 4.8%
Or is there a high default risk on the Corporate Bonds.
I noticed a lot of the bonds were rated BBB
Thanks Gord
Q: What are your thoughts on SITE? Do you see it as a good long-term hold? Thank-you.
Q: I've traded around my position in ILMN for a few years and was thinking of adding. I like the long term potential of the sector and the regular consumables income. However, I'm wondering if CRSP is better value - less downside and similar upside. I'd appreciate your thoughts. Thanks!
Q: Can you comment on the current prospects for Sprout Social after announcing its new relationship with Tik Tok
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CarGurus Inc. (CARG $36.79)
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MEDIFAST INC (MED $12.54)
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Digital Turbine Inc. (APPS $6.66)
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Onto Innovation Inc. (ONTO $134.68)
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eXp World Holdings Inc. (EXPI $11.33)
Q: You recently quoted some growth stocks at 18 x earnings with net cash on hand.
A. Are you insinuating that there is a "value" aspect to growth stocks?
B. Please name your top 5 growth stocks as defined
thanks
Ernie
A. Are you insinuating that there is a "value" aspect to growth stocks?
B. Please name your top 5 growth stocks as defined
thanks
Ernie
Q: Hi 5i
ATVI closed at $78.20. With the deal for MSFT to take them over for $95, I would like your thoughts on why the market doesn't believe the deal will proceed. And if BRK recently bought more ATVI to bet on the deal closing, should we do the same? Also would like your best guess on ATVI share price if the deal gets scuttled.
Thanks,
Greg
ATVI closed at $78.20. With the deal for MSFT to take them over for $95, I would like your thoughts on why the market doesn't believe the deal will proceed. And if BRK recently bought more ATVI to bet on the deal closing, should we do the same? Also would like your best guess on ATVI share price if the deal gets scuttled.
Thanks,
Greg
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Intuitive Surgical Inc. (ISRG $546.51)
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Edwards Lifesciences Corporation (EW $76.10)
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Stryker Corporation (SYK $381.79)
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Mettler-Toledo International Inc. (MTD $1,434.32)
Q: Good afternoon,
Looking for your assessment after what seems to be another disappointing quarter?
I own the stock, are there better places for healthcare exposure?
Thank you.
Looking for your assessment after what seems to be another disappointing quarter?
I own the stock, are there better places for healthcare exposure?
Thank you.
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Upstart Holdings Inc. (UPST $52.69)
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Affirm Holdings Inc. (AFRM $75.39)
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SoFi Technologies Inc. (SOFI $29.01)
Q: Hi Team,
In reading some recent questions I believe you prefer UPST out of these three. Can you explain why?
In reading some recent questions I believe you prefer UPST out of these three. Can you explain why?
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AbbVie Inc. (ABBV $227.99)
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JPMorgan Chase & Co. (JPM $300.44)
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Royal Bank of Canada (RY $206.89)
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Toronto-Dominion Bank (The) (TD $113.35)
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Bank of Nova Scotia (The) (BNS $90.68)
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Bank of Montreal (BMO $177.23)
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TELUS Corporation (T $21.08)
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Brookfield Renewable Partners L.P. (BEP.UN $41.05)
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BMO Canadian Dividend ETF (ZDV $26.09)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $58.09)
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Hamilton Enhanced Canadian Bank ETF (HCAL $32.55)
Q: Can you recommend etfs to setup a smith maneuver account with target dividend of around 4-5%?
If you think I can get diversification from individual stocks then please go ahead to recommend that list.
Thank you for your service.
If you think I can get diversification from individual stocks then please go ahead to recommend that list.
Thank you for your service.
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Alphabet Inc. (GOOG $260.51)
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NVIDIA Corporation (NVDA $186.26)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $62.78)
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Vanguard Growth ETF (VUG $489.62)
Q: I have about 10% of my portfolio in NVDA currently, and am . I have a 20+ year time horizon. Is this too risky of a position to take? Would I be better to put some or all of the money into XQQ, VUG, or GOOG to de-risk and position myself for long term returns?
Q: I have nothing in cybersecurity. Do you like CRWD at these levels? Is there a good cybersecurity ETF that would be a better choice?
John
John
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Amazon.com Inc. (AMZN $224.21)
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Alphabet Inc. (GOOG $260.51)
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Microsoft Corporation (MSFT $523.61)
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Constellation Software Inc. (CSU $3,782.39)
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Aritzia Inc. Subordinate Voting Shares (ATZ $95.05)
Q: What are your 3 "table pounding" buys (3 US & 3 CDN) across any sector that you would be adding to your hypothetical portfolio today in this much lower market? I understand the markets could fall much more but if you were deploying today what your top picks be? Thx
Q: Hi,
You may have this question already, but if not - what's your assessment of NVDA's earnings report? I know they beat top and bottom, but how hard the management's comments will affect the price longer term I am not sure. I was also unaware of the sec settlement, so if you've anything to add as a comment to that, I would appreciate it!
Thanks for always helping to explain these things - it is very helpful!
Dawn
You may have this question already, but if not - what's your assessment of NVDA's earnings report? I know they beat top and bottom, but how hard the management's comments will affect the price longer term I am not sure. I was also unaware of the sec settlement, so if you've anything to add as a comment to that, I would appreciate it!
Thanks for always helping to explain these things - it is very helpful!
Dawn
Q: which do you think has a better upside and why?
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Apple Inc. (AAPL $262.82)
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Alphabet Inc. (GOOG $260.51)
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NVIDIA Corporation (NVDA $186.26)
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Salesforce Inc. (CRM $254.83)
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Roku Inc. (ROKU $96.29)
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Pinterest Inc. Class A (PINS $33.97)
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Unity Software Inc. (U $37.29)
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Upstart Holdings Inc. (UPST $52.69)
Q: Hi 5i Team - Would you consider any or all of Unity, Roku and Upstart as oversold. Also could you suggest a few U.S. stocks that may be oversold at this point - besides the possibility of the ones mentioned. Thanks.
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Amazon.com Inc. (AMZN $224.21)
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Meta Platforms Inc. (META $738.36)
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Alphabet Inc. (GOOG $260.51)
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Microsoft Corporation (MSFT $523.61)
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NVIDIA Corporation (NVDA $186.26)
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Toronto-Dominion Bank (The) (TD $113.35)
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Constellation Software Inc. (CSU $3,782.39)
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Dollarama Inc. (DOL $185.78)
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Alimentation Couche-Tard Inc. (ATD $74.47)
Q: Hello 5I,
What are your top 5 buys right now on both the US and Canada looking.
Thanks
What are your top 5 buys right now on both the US and Canada looking.
Thanks
Q: Over the last month ISRG is down precipitously vs the industry (stryker, IHI). Is there a particular reason this stock is down so much? Thanks
Mike
Mike
Q: I see that this name has been downgraded by a few analysts even after the fall. Do you suggest that I continue to hold? At this point, I figure it may take me 2 years or more to break even but I don’t want to hold if it’s going to keep falling to $17 or something. Thank you.
Jason
Jason