Investment Q&A

Q: Do you see any reason for the drop in Accenture?

Chris M.

Q: Hi 5i, Any news regarding today's pop in Apple? Thx.

Q: Dead or not dead? I know it isn't your style but might there be a bounce opportunity for a few immediate dollars or is the story here so bad that it's going to drift and decline?

Q: Please comment on the earnings for the two that have reported and whether they are a buy, sell or hold. SRAD at $27 seems like a good deal with what they reported. Investors seem to disagree this morning. Would appreciate your thoughts on that and the market reaction to GENI as well. I know you always look for a change in fundamentals to guide your advice so I am curious if the thesis is improved or reduced.

Please answer this one after GENI has reported if possible.

Q: Hi, Could you please comment on ANET earnings. Thank you

Q: Tidewater popped 30% on news. Can you explain why and what's the outlook for the company along with an in depth analysis of it's financial ratios and insider buying? Thanks

Q: Best ETF for growth oriented investors IWY or IWF?

Any ETF tracking the same indexes in Canadian dollars?

Q: I’m interested in adding to REITs while they are out of favour, is the future and balance sheets decent with these companies? It looks like a good time to buy for conservative income and some growth would you agree?

Q: Blaize Holdings was mentioned on BNN along NBIS as a company to watch.

Size wise no comparison, very small. What’s your take?

Q: Peter, the 1/4 and guidance from ODD today seemed good but the stock was sold hard. Thoughts on why and how the future looks ? We added some shares at the close. Thank you.

Q: Hi team,
Sportradar dropped today on earnings. What’s your take on earnings and the company’s growth prospects from here ? Is it a buy, hold, or sell now after today’s dip?

Thanks,
Shane

Q: good afternoon - I have positions in both AMZN and GOOG, with modest gains in GOOG and good gains in AMZN. I'm looking at the respective P/E's and wondering if this is a good time to sell AMZN and increase GOOG. Taxes not an issue for two thirds of my AMZN. Do you think that GOOG will increase in value at a greater rate than AMZN in the coming years? I like both companies but this looks like an opportunity to high grade a portion of my portfolio. Thanks. Al

Many thanks

Q: Good day,

I purchased UCTT a while ago and am now down by 55%. It is a minor portion of my portfolio and so I am ok leaving it as is IF it shows promise in the near to mid term. If not, I can sell at a loss and redeploy the funds elsewhere.

c'est la vie!

Thank you for the great service, as always.

Q: Hi,
I added this one a while back in a TFSA, but find for a stock I though would be fairly consistent, it has some higher than expected drops - such as todays roughly 3% and a similar one about a week ago. Any thoughts on what might be prompting this? I also note the technical indicators of OBV and Accum/Dist continue to rise with price, leaving me think these drops aren't overly concerning, that this isn't the case with IBM since it's earnings drop. Do you think there is a 'caution' flag out on IBM? It doesn't seem to be holding up all that well post earnings, and I thought the earnings were OK. I'd welcome your thoughts on it as well. Feel free to consider this two questions - and thanks for your continued work on our behalf!

Q: I'm looking to reduce the beta in my portfolio and considering one of the 3 companies. Which one looks the most attractive today as a long term hold and why?

Q: XPEL continues to struggle, and its share price has dropped another 8% in the last month. They are reporting earnings next week. What does the outlook look like for the company and would you recommend continuing to hold or look to redeploy the cash to a company with better momentum? Thx

Q: Hello 5i team: Started a position in Lam Research for semi exposure.Would like your take on recent earnings and drop after what seemed good results. Thanks Mike

Q: What are your thoughts on BRBR? thank you

Q: I’m looking to invest in SbET or BMNR. Any preference between the two? Are you able to compare the premium of market cap to ethereum owned to that old MSTR which hacks been around longer but obviously bitcoin focused

Q: Thoughts on Murphy USA? Do you think the dip after earnings is a buying opportunity for a long-term hold?