Q: Your analysis of the results out today please. What else could go wrong here to drive the price even further down?
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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: BKSY seems to be in a freefall. Any concerns or is it a buying opportunity? I purchased after the recent initial 15% drop and it's dropped another 10% since then.
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TIM Participacoes S.A. American Depositary Shares (Each representing 5) (TSU $12.28)
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Skyward Specialty Insurance Group Inc. (SKWD $49.71)
Q: TSU or SKWD for a 5 year hold? Are they too similar to hold both in a 25-30 stock portfolio?
Q: I think the CRM and NOW will benefit from AI agents.
However these stocks are not performing well lately.
I am currently 10% down on both. Is it a good time to start DCA into them?
However these stocks are not performing well lately.
I am currently 10% down on both. Is it a good time to start DCA into them?
Q: Hi there,
QCOMM seems to be on a roll in past few weeks is there any reason why? Do you see further upside?
Thank you.
QCOMM seems to be on a roll in past few weeks is there any reason why? Do you see further upside?
Thank you.
Q: After a great deal of scepticism, I have just begun dipping my toes into crypto. I have half a position in HOOD and would appreciate your advice on strategy going forward. As a balanced growth investor, how much exposure would you recommend in the crypto world? Assuming it's greater than the 2.5% currently held, how would you proceed? Thank you.
Q: Hi,
I have been holding Carrier, waiting for the quarterly results to take decision about holding it longer. On the surface the results look good. However the market does not like them.
What is your assessment of the results? It is not my core holding. Should I give it some time or deploy the proceeds elsewhere? I would like your opinion.
Regards.
I have been holding Carrier, waiting for the quarterly results to take decision about holding it longer. On the surface the results look good. However the market does not like them.
What is your assessment of the results? It is not my core holding. Should I give it some time or deploy the proceeds elsewhere? I would like your opinion.
Regards.
Q: Jacobs Solutions Inc J:NYSE
In you opinion would this company be a buy right now?
Thank you.
In you opinion would this company be a buy right now?
Thank you.
Q: Hi 5i
With Chipolte down by the price of a small taco today (45.45, down $7) does it still look expensive to you? I'm in no rush to buy but wonder if you have a suggestion as to a decent entry point. And any comments on new CEO?
Thanks, Greg
With Chipolte down by the price of a small taco today (45.45, down $7) does it still look expensive to you? I'm in no rush to buy but wonder if you have a suggestion as to a decent entry point. And any comments on new CEO?
Thanks, Greg
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Amazon.com Inc. (AMZN $226.19)
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Intuitive Surgical Inc. (ISRG $542.32)
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Tesla Inc. (TSLA $458.96)
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Advanced Micro Devices Inc. (AMD $210.78)
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Strategy Inc (MSTR $176.45)
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Palantir Technologies Inc. (PLTR $183.57)
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Nebius Group N.V. (NBIS $87.69)
Q: Good morning 5i
could you please provide a number of US non dividend paying stocks that would be good for selling covered call options on in the current environment. thanks
could you please provide a number of US non dividend paying stocks that would be good for selling covered call options on in the current environment. thanks
Q: Why the volatility with URI over the last year, and the rise lately? Do you expect it to compound over the next five years as it has in the past five years?
Thanks
Thanks
Q: May I have your thoughts on the “updated collaboration agreement” between Power Co. SE (Volkswagen) and QS? It seems the agreement has expanded up to 260 million USD from 130 million. According to QS some payments will be received in 2025. It appears to me that sales are anticipated. Profits and positive cash flow are likely still off in the distance. Is the company being de-risked? The stock is down today, possibly more was expected or we are seeing “Buy on rumour sell on news” reaction. Any thoughts you have would be appreciated.
Jim
Jim
Q: I feel like I ask this question every few months, and suspect that it is a hard one to know with confidence- but here goes. The Trade Desk- it bounces up and down, recently with a drop over 50%. Does this look like a reliable bet going forward? Do you trust its momentum to continue near term? Is there an alternative you would recommend?
Thank you.
Thank you.
Q: Any public CDN or US companies that earn material revenues from used car sales that you would recommend?
Q: What is your take on Galaxy's participation in a group investing in Bitmine Immersion Technologies (BMNR) - not in your system - earlier in July?
I hold Galaxy but not Bitmine which invests in Ethereum but I would like to know about BMNR also.
I hold Galaxy but not Bitmine which invests in Ethereum but I would like to know about BMNR also.
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Caterpillar Inc. (CAT $597.89)
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Deere & Company (DE $484.80)
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Union Pacific Corporation (UNP $239.95)
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Canadian Pacific Kansas City Limited (CP $103.36)
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Transdigm Group Incorporated (TDG $1,294.65)
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Axon Enterprise Inc. (AXON $564.28)
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Comfort Systems USA Inc. (FIX $967.95)
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Old Dominion Freight Line Inc. (ODFL $159.49)
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Heico Corporation (HEI $310.49)
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L3Harris Technologies Inc. (LHX $286.95)
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Vertiv Holdings LLC Class A (VRT $161.27)
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RTX Corporation (RTX $178.66)
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Rocket Lab Corporation (RKLB $61.49)
Q: I hold partial positions in listed stocks. I would like to reduce and have a more concentrated sector holdings. Please advise those that can be dropped in favour of increasing the remainder and adding XLI for larger industrials. Could you rank with weights. What sector weight would you advise for total US and Cdn industrials? Thanks
My last question about ranking my industrial sector holdings, I omitted to add HEI and TDG. Hope you could add to your reply. THx
My last question about ranking my industrial sector holdings, I omitted to add HEI and TDG. Hope you could add to your reply. THx
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Transdigm Group Incorporated (TDG $1,294.65)
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Heico Corporation (HEI $310.49)
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Loar Holdings Inc. (LOAR $69.97)
Q: Thoughts on these aerospace companies? TDG and HEI have been great compounders over long term and LOAR is a fairly newcomer. Can you compare the fundamentals against each other and if you wanted to buy now, how would you rank them? LOAR has higher growth potential but valuation is higher too. Thanks!
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Cincinnati Financial Corporation (CINF $165.86)
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Arch Capital Group Ltd. (ACGL $93.92)
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Investors Title Company (ITIC $250.56)
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UNIVERSAL INSURANCE HOLDINGS INC (UVE $33.02)
Q: looking at these insurers. could you give me your take on these companies.
Q: Fix again reported stellar results. My question is , does the company have an over reliance on the AI build or the build just icing on the cake .
Q: Since a few weeks amd seems becoming again interesting as a promising stock. Please tell me your thoughts on that and how amd would be in a better position now in view of the ai market development in the coming years.
Thank you for wonderful work you're doing
Thank you for wonderful work you're doing