Investment Q&A

Q: Hi,
I understand PRTS had earnings and judging by the market reaction, would assume the results were very good, but I am not well versed in parsing out fundamentals, so am concerned that today's jump in price may be just a bit of buying caused by short covering? If you can add any comments that would help to shine a realistic light on PRTS and its longer term potential, I would appreciate it!
Thanks!
Dawn

Q: What is your analysis of Ingles recent earnings and the companies prospects going forward. Thanks

Q: What are your thoughts on UPWK. Is it a buy, sell or hold. How expensive it is on valuation. Do they have lots of debt

Thanks for the great service

Q: Good day, I’m thinking with the better exchange rate of late, it would be a good time to buy more US shares inside a tfsa. We are very diversified across all accounts. Looking for some ideas. What are some growth names you would buy today? Already own most big tech, but would have no problem adding to them. Thanks so much as always

Q: Hi,
I am aware these companies are mentioned, often in a positive light, fairly often in your Q&A section. To be honest, I struggle with what you might be seeing that apparently investors don't seem to be aware of, as these have all sold off quite a bit recently. I am interested in whether or not you still feel as positive on these companies now, as you may have in the past. U gapped down in Feb by about 15% and has since dropped about 40% more. VEEV is probably down about 23% from its Feb high, and ROKU about 37% during the same period. I understand there has been a rotation away from tech but these strike me as having a very long way to crawl back up, even though I understand earnings haven't been all that bleak. Am I missing something here? I would be very interested in your thoughts and these and any others you feel might be really under priced lately!
Thanks!
Dawn

Q: Good morning
What are your thoughts on holding PLTR in a TFSA?
Thks
Marse

Q: Would you buy a partial position of Airbnb today, or wait until the lock up period ends?

Q: In general, I've heard repeatedly that stocks like certainty - whether this is on interest rates, consistency of earnings, etc.
I just saw the headline this morning that Palantir is accepting bitcoin as payment. I think we all agree that bitcoin (and all crypto currencies) are quite speculative in nature. Isn't this bad news for true "investors" knowing that their revenue could go to $0? Shouldn't this mean true investors want out and speculators may want in? It seems completely counterintuitive to me for companies like PLTR and TSLA to do this. Comments?

Q: What are your thoughts on BL earnings? Is it still buy, hold or sell.

Thanks for the great service

Q: Hello 5i team; Your thoughts on tjx for reopen trade,a lot seems priced in and also how a discount retailer would do in inflationary enviroment . Thanks Mike

Q: Hi Peter and Staff
If I am correct, I believe you were high on DXCM at one point and may not feel as high on it today? It had gone up nicely until recent earnings but downward spiral since then. Is it closer to a buy or a sell in a basket of health care stocks .
Secondly, assuming it might be deemed not as good as some or all of the following,, please rank the top 4 in order from
ABBV, CRRX, ISRG,MDT,SYK,VEEV and WELL

THanks for all you do
Dennis

Q: Hi, Could you please comment on PLTR and AFRM earnings. Thanks

Q: I have a question about 89568
Do you know if Fulgent is actively working on growing it's biotech testing such as for immunotherapy? Looking at long term growth of this field it is going to be a huge field and companies such as Icon are already well off to the races in this field and I'm looking for alternate companies that specialize in testing and right now this company gets a lot of press on it's COVID testing only.

Q: Brunswick I think is a pandemic and recovery play? Things look good to me and the stock is acting very well. Wondering in general how to determine when it’s time to sell? Do I just go by earnings every quarter? But sometimes a miss could be from a one time issue. Brunswick, buy sell or hold pls?

Q: HTGC seems a "hidden gem" at its current valuation, yield, etc. However, its correction in March, 2020 does seem to speak to a lack of confidence in its resilience in the event of a future correction. What are your thoughts on this stock?

Q: Can you provide your thoughts on this company and on its fundamentals. How would this company compare with LSPD.

Q: Your thoughts on alcoa or can do you have something else you prefer that is similar.

Q: what is the upside potential for this company at this time?

Q: Please comment on the earnings from this company? Also, would you think it offers good potential from business standpoint. Thanks

Q: hi Peter and 5i Staff, Any chance of these rebounding within the next 3 months. If so which would you buy for a 5 year hold.
Thanks as always for the great service
Ivan