Q: If I was to look at a January 2023 Leaps on TSLA what would you recommend or look at? Or should I look at other dates? I now own a Model X and Y and Tesla is worlds ahead on automation, robotaxi and solar. I believe Cathie Wood is right on this one. I own the stock, but wanted to option too. Any thoughts?
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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: Can you provide your opinion on this security. Is there potential value in this name? Would you be a buyer ?
Q: Greetings,
my tech friends rarely pile into anything but they are all saying the technology developed by TWST is a game changer in the data storage, preservation, archival, retrieval, etc area with the potential to have huge impact on AI. YOur thoughts. it certainly has run up. Will the growth continue?
Cheers
my tech friends rarely pile into anything but they are all saying the technology developed by TWST is a game changer in the data storage, preservation, archival, retrieval, etc area with the potential to have huge impact on AI. YOur thoughts. it certainly has run up. Will the growth continue?
Cheers
Q: What's your take on Nvda and Nio ?
Would you buy either of these companies today.
Thanks,
John
Would you buy either of these companies today.
Thanks,
John
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NVIDIA Corporation (NVDA)
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AbbVie Inc. (ABBV)
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Veeva Systems Inc. Class A (VEEV)
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The Trade Desk Inc. (TTD)
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CrowdStrike Holdings Inc. (CRWD)
Q: If you had $75k US to deploy in a TFSA, what 5 US stocks would you consider given today's market & recent run up? Investor profile is Growth with a 5 year time horizon.
Thank you!
Thank you!
Q: Hi
I bought some DOCU stock just before the March lockdown and the stock is now up by 155 %. I want to know if you consider the stock a pure stay at home stock which will start underperforming once vaccines start to roll up and life gradually goes back to normal? EPS is in the negative sign which is not a good sign.
Or do you see the stock remaining sideways in the 220 $ range when the economy start back up and demand keep on growing?
Do you consider DOCU a good company (similar to MSFT for example) that is a long time hold?
Thanks
Kristelle
I bought some DOCU stock just before the March lockdown and the stock is now up by 155 %. I want to know if you consider the stock a pure stay at home stock which will start underperforming once vaccines start to roll up and life gradually goes back to normal? EPS is in the negative sign which is not a good sign.
Or do you see the stock remaining sideways in the 220 $ range when the economy start back up and demand keep on growing?
Do you consider DOCU a good company (similar to MSFT for example) that is a long time hold?
Thanks
Kristelle
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PayPal Holdings Inc. (PYPL)
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BlackRock Inc. (BLK)
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Boston Scientific Corporation (BSX)
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Salesforce Inc. (CRM)
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Medtronic plc. (MDT)
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Teladoc Health Inc. (TDOC)
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DocuSign Inc. (DOCU)
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Synopsys Inc. (SNPS)
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Curaleaf Holdings Inc. Subordinate Voting Shares (CURA)
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Pinterest Inc. Class A (PINS)
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CrowdStrike Holdings Inc. (CRWD)
Q: The above positions are held by my daughter's trade account and I would like to transfer a few into her TFSA. Of these, what order would you do it in, aka rank?.......(For information purposes, she currently holds these US positions in her TFSA...PLTR, ROKU, TTD and VEEV in addition to a diverse group of Cdn positions.)......Please deduct extra credits!!!
........Many thanks for the wonderful advice...Tom
........Many thanks for the wonderful advice...Tom
Q: I have noticed that you have started to recommend TT in the last month or so and it has also appeared on your disclosure list when asked about US stocks. Can you tell me what about this company makes you recommend it when it is at close to a 40xp/e in the industrial sector. I am thinking of replacing SIS with it as I am overweight Canadian stocks and underweight US stocks according to portfolio analytics.
Q: I saw on the news (CBC TV) last night a segment about delivery of Covid-19 vaccine which requires deep refrigeration. There was a picture of a truck with a sign on it "Brinks Healthcare". Do you know if Brinks is, or will be, involved in the delivery of these vaccines?
Thanks,
Jim
Thanks,
Jim
Q: Hi folks
I don't understand how AZEK did not appear on anyone's radar while it is the largest of the 30 public holding of the Ontario Teachers' Pension Plan at 17.65% of the portfolio.
Grateful to you for sharing more investment grade info on the company.
Thank you
I don't understand how AZEK did not appear on anyone's radar while it is the largest of the 30 public holding of the Ontario Teachers' Pension Plan at 17.65% of the portfolio.
Grateful to you for sharing more investment grade info on the company.
Thank you
Q: If you were the CEO today of LSPD, what would be your plan for the 2021 and from 2022 to 2025?
Clayton
Clayton
Q: Hello 5i,
I notice that RTX jumps up to over $1000 a share once a year for the last few years. Would you suggest a limit sell order good until cancelled at that price?
I notice that RTX jumps up to over $1000 a share once a year for the last few years. Would you suggest a limit sell order good until cancelled at that price?
Q: What can you comment about the impact on NFI of Lion Electric's latest news?
From my preliminary research, it appears Lion is not public and no details are available about it's financial position/results to date, although the move to New York via NGA Corp looks to position it as a ~$1.9 billion market cap (vs ~$1.2 billion for NFI).
It appears that Lion does not actually sell anything yet? (they're taking "pre-orders"), supposedly has capacity to build ~6,500 units per year (vs ~2,500 for NFI).
Any news or thoughts about their announced plans to build electric delivery vehicles for Amazon fit with Amazon's announced "plans" to purchase 100,000 electric delivery vehicles from Rivian/Ford?
From my preliminary research, it appears Lion is not public and no details are available about it's financial position/results to date, although the move to New York via NGA Corp looks to position it as a ~$1.9 billion market cap (vs ~$1.2 billion for NFI).
It appears that Lion does not actually sell anything yet? (they're taking "pre-orders"), supposedly has capacity to build ~6,500 units per year (vs ~2,500 for NFI).
Any news or thoughts about their announced plans to build electric delivery vehicles for Amazon fit with Amazon's announced "plans" to purchase 100,000 electric delivery vehicles from Rivian/Ford?
Q: Do you still feel the same about Lemonade as you did in your response on Nov. 10th? It seems to continue to go up in price.
Thanks, Lesley
Thanks, Lesley
Q: is WKHS a buy knowing that they are in the running for the postal contract being approved 1st or 2nd quarter of next near?
Thanks, Lesley
Thanks, Lesley
Q: Hi I am a holder of CVS. Within the past few weeks the price has risen sharply from mid-60.00 to 72.00 range on 2 occasions. First time was on vaccine news but dropped sharply a few days later on Amazon announcement of online drug sales. Within the past week it’s back today at 72.52. Are there underlying fundamentals to take it higher, and/or do you think their “full service” health service model will be involved with the vaccine rollout and administration and hence share price continue to move higher? Thanks
Q: Hi 5i Team,
Pls comment on Cloudera’s earning and outlook.
Do you like this company?
Thank you for your professional advice and excellent service.
Pls comment on Cloudera’s earning and outlook.
Do you like this company?
Thank you for your professional advice and excellent service.
Q: Hello 5i
I know you are generally cautious on IPOs but I would love to hear your thoughts on this one. The technology sounds very promising.
Thank you
Dave
I know you are generally cautious on IPOs but I would love to hear your thoughts on this one. The technology sounds very promising.
Thank you
Dave
Q: I am really liking my initial impressions of Marten Transport (MRTN). It's relative lack of correlation to my current pipeline, bank and insurance company-centric portfolio plus its dividend (admittedly American...) make it attractive. What is your perception of MRTN? Do you see equivalent quality growth and dividend prospects among Canadian transport stocks?
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Pinterest Inc. Class A (PINS)
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NexTier Oilfield Solutions Inc. (NEX)
Q: i have a highly leveraged account .
Thanks to the good markets i like to add one highperformer with modest downsiide.
Sectors etc not a conccern
Suggest one with why you chose this one
Thanks to the good markets i like to add one highperformer with modest downsiide.
Sectors etc not a conccern
Suggest one with why you chose this one