Q: Hello 5i , could you comment on earnings thx Kim
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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: Good Morning,
Your thoughts on ETSY's quarter and how you feel about it's future. Is it a buy or also in the penalty box?
thx. Mark
Your thoughts on ETSY's quarter and how you feel about it's future. Is it a buy or also in the penalty box?
thx. Mark
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The Trade Desk Inc. (TTD $36.19)
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Magnite Inc. (MGNI $16.24)
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Palantir Technologies Inc. (PLTR $185.12)
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Topicus.com Inc. (TOI $124.26)
Q: Hi team. Two of my most "unsure" holdings are pltr and mgni. I was wondering how you feel about these long term. Would you continue to hold them? I was considering adding to TOI with the proceeds if I were to sell one, or both of them. What would be your suggestion for the long term here? Or is there any other of your absolute favourites at the moment that I should be buying today instead of holding pltr and mgni? Note that I already own TTD (same sector as mgni). Thanks for your input.
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Booking Holdings Inc. (BKNG $5,480.71)
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Starbucks Corporation (SBUX $85.80)
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The Walt Disney Company (DIS $111.68)
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Nike Inc. (NKE $67.39)
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Roku Inc. (ROKU $108.33)
Q: 1. I am currently holding BKNG and wonder if either NKE or SBUX would be a better position for a retired somewhat conservative investor?
2. What are your views comparing ROKU and DIS?
Thanks for your help.
2. What are your views comparing ROKU and DIS?
Thanks for your help.
Q: I note good quarterly numbers. The short interest is 23%. Would this be a possible meme stock that would shoot higher with a short covering rally from improving financial situation? It's in the unpopular, possibly immoral, industry of private prisons but isn't that exactly what an investor should be looking for? - buy what others don't want and sell what everyone wants? If crime continues to increase, the political will to swing back to more incarceration may help.
Q: What's the best way to play the rising aluminum price ? Thank you.
Q: Hello 5i
Could I have your assessment of Robinhood please. I know it is new but what do you think of it business model? Is it investable?
Thank you
Dave
Could I have your assessment of Robinhood please. I know it is new but what do you think of it business model? Is it investable?
Thank you
Dave
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NVIDIA Corporation (NVDA $176.77)
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iShares Russell 2000 Growth ETF (IWO $326.85)
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Vanguard Dividend Appreciation FTF (VIG $220.45)
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SPDR S&P 500 ETF Trust (SPY $678.17)
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Veeva Systems Inc. Class A (VEEV $217.65)
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MEDIFAST INC (MED $12.01)
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Trane Technologies plc (TT $391.71)
Q: My 31 year old daughter has $50,000 cash in her US TFSA account. What investments would you recommend for a mid to long term hold.
Thanks
Thanks
Q: pls comment on results
would you add to a half position here?
would you add to a half position here?
Q: Hi ...my favorite team on the planet. Happily I still own BNTX thanks to you. I have shaved a bit along the road., ..but this rise in price is astronomical. Do you think it can continue for a bit ?
much thanks as always!
much thanks as always!
Q: Any idea why Ater is plunging?
Q: Hi 5i
Could you provide your latest thoughts on AYX please? I currently own and expect to hold for some time unless you think something has changed. Perhaps they should use their analytics to help improve expectations !
Thanks
Mike
Could you provide your latest thoughts on AYX please? I currently own and expect to hold for some time unless you think something has changed. Perhaps they should use their analytics to help improve expectations !
Thanks
Mike
Q: EXPI jumped 35% today. What is your opinion of the company?
Q: Morning,
Could you discuss the Match quarter and why you think it's taking such a hit. Would you buy or add here?
thanks, Mark
Could you discuss the Match quarter and why you think it's taking such a hit. Would you buy or add here?
thanks, Mark
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Veeva Systems Inc. Class A (VEEV $217.65)
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The Trade Desk Inc. (TTD $36.19)
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Roku Inc. (ROKU $108.33)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.32)
Q: Roku buckled after reporting...is now a good time to buy and with perspective to your other favs such as nvda, lspd, ttd, veev or others?
Q: Comments please on Roku’s earnings and your opinions moving forward.
Thank you
Thank you
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Amazon.com Inc. (AMZN $223.00)
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Meta Platforms Inc. (META $652.13)
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Alphabet Inc. (GOOG $306.72)
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Pinterest Inc. Class A (PINS $25.84)
Q: All the four companies have ad revenue and three of them showed slowdown from ad and have provided weak guidance. What differentiates Alphabet from the three?
Thanks.
Thanks.
Q: Good day, 5I. Can you please tell me your opinion of the two companies above. Are there any in the Forestry industry your prefer? Thank you.
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Meta Platforms Inc. (META $652.13)
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Alphabet Inc. (GOOGL $305.59)
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Microsoft Corporation (MSFT $474.88)
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PayPal Holdings Inc. (PYPL $61.73)
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Visa Inc. (V $346.09)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.51)
Q: With recent earnings releases for the above companies completed did anything specifically surprise you or excite you about their futures more so then before? Specifically Microsoft PayPal visa and Facebook.
For Google, it’s revenue growth was massive (68%) for a company it’s size and YouTube contributing almost the same revenue this quarter as Netflix was crazy to me. With ads growth via search not going away and cloud being a big focus for them I don’t see many things stopping it…
What do you see as the biggest risk for it specifically other then the big scary Antitrust breakup?
For Google, it’s revenue growth was massive (68%) for a company it’s size and YouTube contributing almost the same revenue this quarter as Netflix was crazy to me. With ads growth via search not going away and cloud being a big focus for them I don’t see many things stopping it…
What do you see as the biggest risk for it specifically other then the big scary Antitrust breakup?
Q: Can you comment ON's recent earning please? I noticed they have bought a big 12" fab from global foundry in 2019. Is that mean they might have better position compared to other Semiconductor companies with enough capacity for future growth? Any other thoughts on this company can you share?
Thanks very much!
Thanks very much!