Q: EPAM Systems is down today, this is after investors had a chance to digest earning. Was the growth not enough or is this a case of over priced growth stocks still out of favour? Is the current price reasonable vs future expectations?
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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: Is there an investment vehicle you would suggest related to music royalties as per the article 'Music Royalties Are King in the Search for Yield' referenced n 5i's blog post?
Many thanks.
Many thanks.
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Amazon.com Inc. (AMZN $220.69)
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Meta Platforms Inc. (META $594.25)
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Alphabet Inc. (GOOG $299.65)
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Netflix Inc. (NFLX $104.31)
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NVIDIA Corporation (NVDA $178.88)
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CrowdStrike Holdings Inc. (CRWD $490.67)
Q: please provide the current P/E ratios for these stocks please show the historic p/e high and historic low. please also show the current price to sales ratio of each company and the historic p/sales high and low also are the current p/e ratios based on trailing earnings or rather forecast future earnings thanks Richard
Q: In view of multiple technology stocks decline would you be in favor of gradually add such ETF to a portfolio to achieve desired technology sector and US geographic diversification percentage in someone portfolio ? Eventually such large technology stocks will be again dominating force in the economy growth. Do you have a different view for such approach?
Q: NL Industries seems to have strong value characteristics at the moment.
With your value hat on, what hesitations do you have, if any, with this particular company.
Thanks for your insight!
Marc.
With your value hat on, what hesitations do you have, if any, with this particular company.
Thanks for your insight!
Marc.
Q: Hi, I apologize if this has already been asked - but I am wondering what a Ukraine crisis might do to semiconductors and Nvda in particular (I also have amd and Nxpi). I understand some raw materials used in the chips comes from the Ukraine. I realize it’s hard to say for sure in this market. Also, do you like Nvda at this point? It was disappointing to see it react poorly to what looked like great results. Thanks - and happy family day weekend to the team and readers.
Q: Can you explain why Apple’s privacy policy affects the ad revenue of FB but not GOOGL‘s?
Q: Could I have your opinion on HD please. Would you consider it a buy at today's price, approx. $315? Thanks. Rick
Q: Happy Friday.
Looking for U.S. income for my RRSP.
Considering ABBV and MO.
Your thoughts on these two and 2 -3 additional suggestions would be most appreciated.
Thanks very much.
Looking for U.S. income for my RRSP.
Considering ABBV and MO.
Your thoughts on these two and 2 -3 additional suggestions would be most appreciated.
Thanks very much.
Q: What is your view on VICI properties? It has a nice yield and I understand that their contracts are mostly indexed to inflation. Also, casinos and gaming is starting to pick up with the economy reopening. Are theere risks I'm not seeing? Thoughts on this for a new buy to generate some income in a US portfolio?
Q: Do you think the decline in crox is over done? Would this be a good time to buy?
Q: May I please get your thoughts on the recent results. Outlook seems positive. Thanks.
Q: Can I please have your thoughts and comments on Keysight's recently announced earnings? Do you like this stock and would you recommend holding on? All comments would be appreciated. Thank You.
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Amplify Cybersecurity ETF (HACK $80.74)
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Zscaler Inc. (ZS $275.01)
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CrowdStrike Holdings Inc. (CRWD $490.67)
Q: Down on CRWD and thinking of selling (early tax loss harvest). What stock and/or ETF would be a good proxy?
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PayPal Holdings Inc. (PYPL $60.57)
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Sea Limited American Depositary Shares each representing one Class A (SE $131.34)
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Block Inc. Class A (SQ)
Q: Hello 5I.
Just wondering if there are any payment/fintech stocks out there that are actually cheap? I know many have had big falls? Please add names I missed. Thanks
Just wondering if there are any payment/fintech stocks out there that are actually cheap? I know many have had big falls? Please add names I missed. Thanks
Q: CELH is due to report (date please)? The least little bit of a miss everything in this Market drops about 20% and so do you think it will have a bit of a miss? ALB - it had quite a drop, were the earnings that bad or another one to fall if everything isn't perfectly aligned? Your thoughts are appreciated.
Q: Can I get detailed comments on each three and which you would buy and why? Which is the “cheapest” on metrics and which has the greatest upside in your opinion?
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Alphabet Inc. (GOOG $299.65)
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Microsoft Corporation (MSFT $472.12)
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NVIDIA Corporation (NVDA $178.88)
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Visa Inc. (V $327.98)
Q: I have the above listed in my US $ account, all in a positive position. Is it time to add or should I hold until market direction is more positive (re Ukraine).
What would be your sequence of adding.
Thanks for your help as always.
Albert
What would be your sequence of adding.
Thanks for your help as always.
Albert
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Adobe Inc. (ADBE $324.19)
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Meta Platforms Inc. (META $594.25)
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Microsoft Corporation (MSFT $472.12)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $208.28)
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Roku Inc. (ROKU $93.32)
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EPAM Systems Inc. (EPAM $180.98)
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CrowdStrike Holdings Inc. (CRWD $490.67)
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Topicus.com Inc. (TOI $127.60)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
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Nuvei Corporation (NVEI)
Q: I'd like to start picking up some tech stocks and am looking for recommendations in Canada and the US. Currently thinking of the following:
US: EPAM, ADBE, MSFT, FB
CA: TOI, TIXT, SHOP and NUVEI
Do you like this list or are there changes you would make to my list?
US: EPAM, ADBE, MSFT, FB
CA: TOI, TIXT, SHOP and NUVEI
Do you like this list or are there changes you would make to my list?
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Booking Holdings Inc. (BKNG $4,768.00)
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Wynn Resorts Limited (WYNN $119.60)
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Transat A.T. Inc. Voting and Variable Voting Shares (TRZ $2.15)
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Dave & Buster's Entertainment Inc. (PLAY $14.12)
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Six Flags Entertainment Corporation New (FUN $13.45)
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Uber Technologies Inc. (UBER $83.87)
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Airbnb Inc. (ABNB $114.26)
Q: With the mandates and Covid restrictions being relaxed/lifted could you name 10 stocks that might see good momentum and growth.
Many thanks.
Many thanks.