Q: Netflix has been drifting steadily downward since the end of June. Is the market concerned about anything in particular, or simply finding better options?
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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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Amgen Inc. (AMGN $327.38)
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PayPal Holdings Inc. (PYPL $59.81)
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AbbVie Inc. (ABBV $226.82)
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Eli Lilly and Company (LLY $1,071.44)
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Progressive Corporation (The) (PGR $224.28)
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Prologis Inc. (PLD $127.23)
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Moderna Inc. (MRNA $33.80)
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Enphase Energy Inc. (ENPH $33.25)
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BioNTech SE (BNTX $92.50)
Q: Given the potential for a market down-turn, do you see any of these as a good buy for a long-term investment?
Q: Your thoughts on GIB.A's results released today, please.
Q: Could you please comment on how Gitlab is progressing since your last update. Appears they have become cash flow positive the past 2 quarters. Would you wait for further improvement in capital efficiencies or is this starting to get interesting now?
Q: What are your thoughts on Intel?
Q: Hi,
Is CLBT still worth holding or are there better opportunities. Down 24% and considering if I should sell or add more.
Thanks
Is CLBT still worth holding or are there better opportunities. Down 24% and considering if I should sell or add more.
Thanks
Q: Your opinion please and thank you.
Q: I have 30000 to reinvest in a RRIF account.
I’m well diversified but wondering if I should put it all into RTX, JPM or half into each. This amount represents about 5 percent of my portfolio. Thanks.
I’m well diversified but wondering if I should put it all into RTX, JPM or half into each. This amount represents about 5 percent of my portfolio. Thanks.
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Alphabet Inc. (GOOG $308.61)
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BlackSky Technology Inc. Class A (BKSY $19.25)
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Nebius Group N.V. (NBIS $89.46)
Q: In reference to a question asked on July 21st, I asked about the best buying opportunity in the US market these days.
You replied:
Small cap: BKSY
Med: NBIS
Large: GOOG
Has this changed? Thank you
You replied:
Small cap: BKSY
Med: NBIS
Large: GOOG
Has this changed? Thank you
Q: Good afternoon 5i,
I looked back and the last question on this company was late May. As we come to the close of July, the "noise" on this company seems to be picking up, with a fair number of "experts" in the various media suggesting it is one to hold onto as the purchase of Discover evolves and Capital One starts taking advantage of the synergies. The noise being generated is enough to get me curious.
I would appreciate your opinion on this company as a buy at current prices, with the idea of holding in an RRSP and switching out of one of my Canadian Financials in an effort to diversify. If not a buy now, is there a price where it is, or is this company one to stay back from?
Thanks for your insights.
Dave
I looked back and the last question on this company was late May. As we come to the close of July, the "noise" on this company seems to be picking up, with a fair number of "experts" in the various media suggesting it is one to hold onto as the purchase of Discover evolves and Capital One starts taking advantage of the synergies. The noise being generated is enough to get me curious.
I would appreciate your opinion on this company as a buy at current prices, with the idea of holding in an RRSP and switching out of one of my Canadian Financials in an effort to diversify. If not a buy now, is there a price where it is, or is this company one to stay back from?
Thanks for your insights.
Dave
Q: Can I please have your opinion on $PRCT? It is down since CEO is retiring.
Q: Can I please your opinion on earnings? They seemed ok and the company upped guidance, so I was a bit confused why it went down 9% today.
Q: Peter & Team, what are your current thoughts on Oddity (ODD) going into earnings 04 Aug ? Where do you see it 1-2 yrs out ? Thank you.
Q: What is your opinion of global x’s leveraged index etf’s GLOBAL X ENHANCED MSCI EAFE INDEX ETF and GLOBAL X ENHANCED S&P 500 INDEX ETF?
It is likely that they would outperform their non levered indexes over time? Would you consider them buyable currently, with the small AUM’s. Is there a levered corporate class etf that does not pay distributions?
It is likely that they would outperform their non levered indexes over time? Would you consider them buyable currently, with the small AUM’s. Is there a levered corporate class etf that does not pay distributions?
Q: Hi 5i, may I have your opinion on their results and fwd guidance. This company has been on my radar, and was wondering about its valuation. I like expensive stocks provided they aren't too expensive relative to growth. Thx.
Q: Can you comment on the recent earnings?
Q: Hey,
Thoughts on starting a position here? Seems to be good value.
Thanks.
Thoughts on starting a position here? Seems to be good value.
Thanks.
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NVIDIA Corporation (NVDA $180.99)
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Amphenol Corporation (APH $135.29)
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Corning Incorporated (GLW $87.86)
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Hewlett Packard Enterprise Company (HPE $24.43)
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Lite Access Technologies Inc. (LTE)
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Super Micro Computer Inc. (SMCI $31.11)
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Coherent Corp. (COHR $185.83)
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Fabrinet (FN $475.47)
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Dell Technologies Inc. Class C (DELL $126.42)
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Astera Labs Inc. (ALAB $164.40)
Q: Good afternoon 5l
Nvidia seems to be pivoting to AI factories, as they call them. Could you provide a few names of companies which will likely profit from this turn? Perhaps also with a brief description of why you find them interesting.
Thanks
Nvidia seems to be pivoting to AI factories, as they call them. Could you provide a few names of companies which will likely profit from this turn? Perhaps also with a brief description of why you find them interesting.
Thanks
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Crocs Inc. (CROX $89.31)
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Dave Inc. (DAVE $215.25)
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Chart Industries Inc. (GTLS $205.91)
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OneMain Holdings Inc. (OMF $68.30)
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Texas Roadhouse Inc. (TXRH $175.77)
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Inspire Medical Systems Inc. (INSP $96.54)
Q: Hi 5i Team,
Small-cap stocks are trading at a double-digit discount to their fair value, which seems like a great opportunity, agree?. I would appreciate your expert insights on the following six Russell 2000 companies:
OneMain Holdings (OMF), Crocs (CROX), Texas Roadhouse (TXRH), Chart Industries (GTLS), Dave Inc. (DAVE), and Inspire Medical Systems (INSP)
I am particularly interested in your views on their fundamental, growth potential, the durability of their competitive advantages (moat), and any concerns that may be worth noting.
Thank you!
Matt
Small-cap stocks are trading at a double-digit discount to their fair value, which seems like a great opportunity, agree?. I would appreciate your expert insights on the following six Russell 2000 companies:
OneMain Holdings (OMF), Crocs (CROX), Texas Roadhouse (TXRH), Chart Industries (GTLS), Dave Inc. (DAVE), and Inspire Medical Systems (INSP)
I am particularly interested in your views on their fundamental, growth potential, the durability of their competitive advantages (moat), and any concerns that may be worth noting.
Thank you!
Matt
Q: Can I have your opinion on Spotify earnings please. Any cause for worry or does the miss seem more like a 1-off?