Investment Q&A

Q: QXO stock is seeing a significant surge today primarily due to new coverage initiated by Wolfe Research.
Specifically:
* Wolfe Research began coverage of QXO with an "Outperform" rating and a price target of $44. This target represents a substantial increase (over 150%) from Thursday's closing price.
* Wolfe Research analysts cite QXO's potential for superior EBITDA growth as a key driver of their positive outlook, forecasting a 35% compound annual growth rate in EBITDA over the next five years.
* The company exhibits promising fundamentals, despite current profitability challenges, with a gross margin of 40.5% and a strong cash position.
This new positive coverage from a research firm has generated renewed optimism among investors, leading to a noticeable increase in QXO's stock price.

Do you think 44$ is a reasonable target ? This seems stretched a lot ?

Q: Hello 5i team

Would you agree to open a full position today?

Is it very attractive at this price level?

Thanks

Q: Berkshire Hathaway is the biggest holding in my portfolio (at about 12%), and the price has been falling for the past month—it's now down 10% from its peak on May 2, though still 7% up YTD. The selloff accelerated in the past week. Should I be concerned? Any news there except for Buffett's retirement?

Q: Seems a bit weak lately. I wish to buy in. What are your thoughts on weakness and a reasonable price to pay. P.S. I want it for the dividend safety and growth.

Thanks, Stephen S

Q: What do you think of the latest results for five below … did you have the opportunity to listen to the earnings call and did they talked about the tarifs… Jim Cramer this morning said he was impressed :)

Q: Why did Deutch Bank down grade? What is their rationale? What were the main reasons? Thank you for your objective view

Q: Your thoughts on BMO ZLSU ETF for a long term hold? Any concerns?

Q: Thoughts on the RBRK quarter. Would you be adding now or is it getting too expensive? When do they expect to be profitable?

Q: In our early 80s with RRIFs.
We have little to no exposure to any of the sub sectors in Materials and I have funds to deploy there, mostly US$.
We are looking for something with a reasonable dividend and some growth expected.
Please recommend several stocks that might fit into these sub sectors at this time.

Q: What do you think of the latest acquisition - is it accretive to earnings? How does the new company work w/in their strategy?

It looks positive but after an initial move up on the day of the acquisition it started to drop in late day trading and then on Friday it dropped even more. This was despite a couple of analysts reiterating their price targets and 'buy' ratings.

This stock has been trading down since last earnings despite a good quarter - any reason to be worried?

Q: Thoughts on LULU’s big drop? Is this something you would step into?

Q: Good morning, I recently had someone ask me about Quantum computing. They are interested in this stock as a short speculative play. The stock recently traded under a dollar and is relatively small. What do you think of the stock and is there any others in the space that are more desirable?

Q: what is the current P/E ratio for SRAD? how does this compare with the 3 prior corporate year ends? who are SRADs major competitors? does SRAD have a technology that is difficult to copy? who are SRADs major customers? thanks Richard

Q: I have a 4.7% position in Intuitive. 10 years from retirement with a long term horizon and can handle volatility. What’s your thought on brining this up to a 5.5% position based on today’s volatility? I’m torn as I added it as a 3% position that has done exceptionally well. What would you do if it were you? Thanks.. as always, I appreciate your logical approach to investment decisions and the vast insights provided over the last 7 years.

Q: Any thoughts on SEZL? I purchased a few shares before the recent run-up. Is there any chance it will continue to appreciate? Or perhaps go for Affirm or OPFI instead? Thanks.

Q: We needed to trim our position of Broadcom in a TFSA but instead of selling some we sold calls 18 days out at $15 above the price. We didn't notice the earnings date nor did we expect the stock to jump approx. $20 above the call price (since decreased). We intend to buy some back. Would you buy a full position at this time? Look for a dip? Is the earnings date usually something to be concerned about when selling covered calls?
Thank you

Q: What is your opinion of GMRE and its competitors? Is GMRE "bottoming" and capable of a turnaround?

Q: Any thoughts on etoro? I know it is still relatively new and you like for a few quarters before investing in new IPOs. HOOD has done really well, could etoro follow in the same path? Would you be a buyer currently in hood or etoro? Also, do you like NBIS after this recent jump in price? Thanks!

Q: May I have your opinion on : ALT5 Sigma Corporation Common Stock (ALTS), is there grow potential ?
thanks

Q: I recently sold AMD to harvest a tax loss with the intention of repurchasing it after 30 days, however I am not rethinking the strategy and buy NVDA instead as it seems to have stronger prospects. In effect, which of these two companies do you think is a better investment today?
Thank you
Frank