Q: SuRo capital was bought prior to the IPO of PLTR . Now I lost my bearing and the reason of continue holding the stock. Please update and advice buy, sell or hold. Thank you. Bill
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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: APPS continues to perform well, despite production concerns by AAPL. And if AAPL is having problems getting parts then you know everyone else is having a harder time.
How does APPS continue to outperform if sales of new phones aren't what they could be?
C.
How does APPS continue to outperform if sales of new phones aren't what they could be?
C.
Q: Hi Everyone at 5i! I am looking for two stocks, either US or Canadian which, in your opinion , have the highest growth potential over the next 5 years.( excluding Shopify or Lightspeed which I own) Cheers, Tamara
Q: With the recent earnings out, do you think JPM has still room to grow or you believe it is mostly fully valued at the present price ? Thanks for your valued advices everyday !
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Adobe Inc. (ADBE)
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Analog Devices Inc. (ADI)
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Applied Materials Inc. (AMAT)
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Broadcom Inc. (AVGO)
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Intel Corporation (INTC)
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KLA Corporation (KLAC)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Texas Instruments Incorporated (TXN)
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Salesforce Inc. (CRM)
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Atlassian Corporation (TEAM)
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Workday Inc. (WDAY)
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Veeva Systems Inc. Class A (VEEV)
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Marvell Technology Inc. (MRVL)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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CrowdStrike Holdings Inc. (CRWD)
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Upstart Holdings Inc. (UPST)
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Affirm Holdings Inc. (AFRM)
Q: Hi there,
I am looking to buy 10 software stocks and 10 stocks in the semiconductor space. I am seeking out high growth names. Would you be able to provide me with your top recommendations? Thank you kindly,
Jason
I am looking to buy 10 software stocks and 10 stocks in the semiconductor space. I am seeking out high growth names. Would you be able to provide me with your top recommendations? Thank you kindly,
Jason
Q: Looking to add to Facebook or start a position with Costco. Thoughts??
Q: Recently you mentiontionned if there was a must own stock for you, it would be Nvidia. I own Qualcomm. I have been thinking about buying Nvidia for awhile, now. Although I don't want to be top heavy with technology stocks. Do you think it is worth it to sell Qualcomm in order to buy Nvidia. Taxes arent involved
thanks for the great service
thanks for the great service
Q: Hi
Thoughts on the AvidXchange IPO ? thank you
Thoughts on the AvidXchange IPO ? thank you
Q: Good morning your thoughts on Donaldson Company please
Thanks
Thanks
Q: Hi 5i,
For a new position and a 5+ year hold do you currently prefer IWM over IWO? Or could you recommend another ETF that would be good small cap exposure. Would IWO be a bit more challenged in a higher inflation environment?
For a new position and a 5+ year hold do you currently prefer IWM over IWO? Or could you recommend another ETF that would be good small cap exposure. Would IWO be a bit more challenged in a higher inflation environment?
Q: BTAI May your please provide your assessment of this company. I have been a holder for past two years only to see it decline by 45 %, with a further 15% decline today.
Do you like it, and if so, would you been keen on continuing to hold? Thank you
Do you like it, and if so, would you been keen on continuing to hold? Thank you
Q: Hi, I'm needing more consumer defensive and am considering Costco. Wondering what your thoughts are about this company and its prospects going forward. I already have some consumer with VDC but need more and am also low on international. Feel free to suggest other ideas that merit consideration.
Thanks,
Perry
Thanks,
Perry
Q: Hi 5i,
I know you haven’t been big fans of WBA due to their debt load. They had a decent earnings beat today, boosted by Covid vaccinations. They took a majority interest in Village MD to open more health clinics attached to their drugstores. They are also considering exiting the sale of tobacco products.
What are your thoughts on WBA these days with this renewed health focus?
Thanks again.
I know you haven’t been big fans of WBA due to their debt load. They had a decent earnings beat today, boosted by Covid vaccinations. They took a majority interest in Village MD to open more health clinics attached to their drugstores. They are also considering exiting the sale of tobacco products.
What are your thoughts on WBA these days with this renewed health focus?
Thanks again.
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Roper Technologies Inc. (ROP)
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Xylem Inc. New (XYL)
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Evoqua Water Technologies Corp. (AQUA)
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Advanced Drainage Systems Inc. (WMS)
Q: Please give me some suggestions for investing in water. The one commodity that is vital to life and becoming increasingly scarce.
Thanks Gordo
Thanks Gordo
Q: How much will Amazon go up on the Rivian IPO? Amazon owning around 10% of Rivian and if the IPO goes as planned than we will get an actual valuation of Amazon's ownership of these shares. My play was Amazon - not Rivian. Or is the Rivian valuation too small to move AMZN stock?
Q: Do you like Paypal or Square right now?
Q: What are you thoughts on the recent run by plug. I know there is some energy concerns that has investors looking a alternatives.
Is this a breakout event? Is it sustainable?
Is this a breakout event? Is it sustainable?
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Apple Inc. (AAPL)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Topicus.com Inc. (TOI)
Q: I need to reduce my technology holdings to balance to the Portfolio Analytics suggested weights. In tech I am biased towards growth and strong fundamentals. Which of the above listed would you sell (if any). Are there any companies in technology that you would consider "must own" names in such a portfolio?
Deduct as many points a you wish.
Many Thanks for you help
John
Deduct as many points a you wish.
Many Thanks for you help
John
Q: I bought AMZN around the time that the pandemic hit in March 2020 at $2000/share and then rode it up to an all time high of $3770 in the summer of 2021. Since then the stock is down $500-$600 -- which is basically the level its been at throughout most of 2021 -- except for that "blip" in July 2021. The reason for my message is a request to convince me why I should hang on to AMZN -- when what I really want to do is sell. Thanks!
Q: Currently have ~10% loss on T. Considering taking the loss and buying VZ in its place. Any concerns with this swap?
Thanks,
TJ
Thanks,
TJ