Q: Hi 5i Team, and would appreciate your analysis of the just posted results from SentinelOne. Also, do you see any endearing qualities or strengths to the business as a long term opportunity in the cybersecurity sector, and how would you rank it as a buy with respect to the larger well-known names in the sector. Thanks from an appreciative member.
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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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Genco Shipping & Trading Limited New (Marshall Islands) (GNK $22.72)
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Global Ship Lease Inc New Class A (GSL $38.49)
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Global X S&P 500 U.S. Revenue Leaders ETF (EGLE)
Q: These shipping companies seem to have like GSL,GNK,EGLE seem to have high payouts.What is your opinion of the shipping liness ?
Q: Dear 5i,
At todays prices, March 15, 2022 are these good valuation for TFSA and
+3 year hold? If yes, which one would you prefer and why?
Can you help explain why historically HD trades at a higher PE than LOW
even though historical EPS seems better with LOW?
thanks
At todays prices, March 15, 2022 are these good valuation for TFSA and
+3 year hold? If yes, which one would you prefer and why?
Can you help explain why historically HD trades at a higher PE than LOW
even though historical EPS seems better with LOW?
thanks
Q: Seems like almost everyone thinks GOOG represents excellent value at current prices. Makes me wonder why it's not trading higher,
What is the bear case? -Earnings are a peak levels? Or is the risk, that it becomes a source of funds for other investments.
What is the bear case? -Earnings are a peak levels? Or is the risk, that it becomes a source of funds for other investments.
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PRO Real Estate Investment Trust (PRV.UN $6.30)
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Intel Corporation (INTC $47.18)
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Microsoft Corporation (MSFT $371.04)
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QUALCOMM Incorporated (QCOM $130.35)
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Oracle Corporation (ORCL $146.02)
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CI Financial Corp. (CIX $31.99)
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Dream Office Real Estate Investment Trust (D.UN $15.86)
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Whitecap Resources Inc. (WCP $14.64)
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goeasy Ltd. (GSY $39.76)
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Harvest Healthcare Leaders Income ETF (HHL $7.08)
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MCAN Mortgage Corporation (MKP $22.54)
Q: Hi Peter
What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio
Thank you
Howard
What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio
Thank you
Howard
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Costco Wholesale Corporation (COST $974.86)
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Sysco Corporation (SYY $82.80)
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Walmart Inc. (WMT $123.06)
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Empire Company Limited Non-Voting Class A Shares (EMP.A $49.20)
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Alimentation Couche-Tard Inc. (ATD $78.62)
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Premium Brands Holdings Corporation (PBH $87.32)
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The Andersons Inc. (ANDE $73.19)
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Kforce Inc. (KFRC $27.94)
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Driven Brands Holdings Inc. (DRVN $12.76)
Q: Looking to add to staples. 1. Currently have COST and would be willing to add - at what price? 2. Please advise which Food and Beverage staples you would recommend based GARP/ total return. 3. For personal services, again on GARP/ total return how would you advise. Names listed simply for illustrative purposes, please advise with rationale for selection.
Thank you.
Thank you.
Q: Hi 5i,
Can I please get your thoughts on ZBRA?
Are there any competitors that you think are better?
Is the valuation reasonable for 2% TFSA purchase?
thanks
Can I please get your thoughts on ZBRA?
Are there any competitors that you think are better?
Is the valuation reasonable for 2% TFSA purchase?
thanks
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NVIDIA Corporation (NVDA $178.68)
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Veeva Systems Inc. Class A (VEEV $178.11)
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The Trade Desk Inc. (TTD $21.97)
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Ultra Clean Holdings Inc. (UCTT $65.04)
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Digital Turbine Inc. (APPS $2.95)
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Affirm Holdings Inc. (AFRM $45.05)
Q: I hold TTD, NVDA, UCTT, VEEV, APPS abd AFRM in the USD section of my RRSP. TTD and NVDA are still green, the others are down, 30-50% with AFRM down 76%. Do you see any holdings that should be sold and added to the others?
Q: Hi, What s your opinion on Marqeta?
Q: FB appears cheap and perhaps oversold (?). I am tempted to buy a call on a turnaround; BUT, I read stories about Apple and Google making changes to iphones etc. that may (?) impact FB's advertising revenue. Is there a short answer to whether this is likely to be a serious problem ?? thanks Jim
Q: You mentioned previously this is a hold and may not do much in the next year or two. Wouldn't this be dead money. Why not make it work somewhere else.
Q: Hi, I've looked on the web and can't find an answer to this question (Yes, I did Google it).
Are both of GOOG and GOOGL splitting or just one?
Thanks
Robert
Are both of GOOG and GOOGL splitting or just one?
Thanks
Robert
Q: Am thinking of selling my VZ shares to buy GOOG shares, so as to possibly participate in a GOOG stock increase when the stocks splits 20 for 1 in July. Of the 2 companies which does 5iR think has the better prospects for greater future growth and a brief explanation as to why. Thanks … Cal
Q: Could you give me your outlook on this company and rate it in yerms of risk.
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Amazon.com Inc. (AMZN $211.71)
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Meta Platforms Inc. (META $594.89)
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Alphabet Inc. (GOOG $289.59)
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Microsoft Corporation (MSFT $371.04)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.72)
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Crocs Inc. (CROX $80.09)
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Digital Turbine Inc. (APPS $2.95)
Q: Hi,
I'm looking for 5 or so US companies who will recover very quickly once we hit bottom. My plan is to do a little gambling and buy long term calls.
Thanks for all the help over the years.
Jerry
I'm looking for 5 or so US companies who will recover very quickly once we hit bottom. My plan is to do a little gambling and buy long term calls.
Thanks for all the help over the years.
Jerry
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AbbVie Inc. (ABBV $207.18)
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Abbott Laboratories (ABT $104.83)
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Danaher Corporation (DHR $187.15)
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Eli Lilly and Company (LLY $916.31)
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Stryker Corporation (SYK $327.65)
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Thermo Fisher Scientific Inc (TMO $490.77)
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UnitedHealth Group Incorporated (DE) (UNH $270.55)
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Zoetis Inc. Class A (ZTS $116.71)
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DexCom Inc. (DXCM $66.84)
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STERIS plc (Ireland) (STE $223.38)
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Bio-Rad Laboratories Inc. Class A (BIO $273.60)
Q: Hello,
I'm looking to buy 4 or 5 US medical stocks for a long-term hold (5+ years) with an above-average level of risk tolerance.
Could you please rank the stocks I've listed, and indicate if there are better choices.
Thank you!
I'm looking to buy 4 or 5 US medical stocks for a long-term hold (5+ years) with an above-average level of risk tolerance.
Could you please rank the stocks I've listed, and indicate if there are better choices.
Thank you!
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Alphabet Inc. (GOOG $289.59)
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NVIDIA Corporation (NVDA $178.68)
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Constellation Software Inc. (CSU $2,406.75)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.72)
Q: I have $35,000 CAD to invest in a non registered account. Can you suggest a couple of names worth looking at (US/Can)and why? I have a 7 year time horizon.
Thoughts on how you might deploy? Buy now, in thirds over the next few months or wait?
Thanks
Thoughts on how you might deploy? Buy now, in thirds over the next few months or wait?
Thanks
Q: Your thoughts on XYL as a purchase now. I believe they have supply chain issues and may not be corrected for awhile. Better to watch and wait for a change in direction?
Thanks John
Thanks John
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Illumina Inc. (ILMN $126.20)
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Veeva Systems Inc. Class A (VEEV $178.11)
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Guardant Health Inc. (GH $86.58)
Q: Hi. I still like both companies (veev,gh) but am going to sell for tax loss reasons and that they total between them 3% only of my portfolio. Am looking to consolidate into a single health care stock to go along with MDT which I already own in my portfolio. I like my positions to be at least 3% and not two smaller positions. Any suggestions. I was thinking ILMN. If you like ILMN please let me know why and what sets them apart. Thanks
Q: I'm trying to figure out why you were recommending Unity to your readers when it was most overvalued and now that it has fallen, you are less upbeat on the name. While hindsight is always 20-20, it seems to me that your views should have been reversed (discouraging readers from buying a stock that had popped up so much so quickly months ago but now perhaps being more interested in the name at this lower valuation). Do you feel that you were in error when you suggested this name as a pick? It was clearly too frothy over the last 6 months to one year when it was being recommended yet this did not factor into your comments it seems.