Q: Why Mastercard is dropping after their earnings ?
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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: PINS where it is today; TWAIWAN SEMI-CONDUCTORS where it is today;
3 months from where they are today - which one will be higher? Second time around with PINS it was a pick on Market Call a couple of years ago and so I am thinking of taking the loss again and moving on. Answering this question will provide me guidance. I notice a lot of stocks have a big pop after earnings and then give it all back (eg. SHOP). What is your take on this? Relying on your good advice.
3 months from where they are today - which one will be higher? Second time around with PINS it was a pick on Market Call a couple of years ago and so I am thinking of taking the loss again and moving on. Answering this question will provide me guidance. I notice a lot of stocks have a big pop after earnings and then give it all back (eg. SHOP). What is your take on this? Relying on your good advice.
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Lockheed Martin Corporation (LMT $460.78)
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Roper Technologies Inc. (ROP $443.75)
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WSP Global Inc. (WSP $236.14)
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Xebec Adsorption Inc. (XBC $0.51)
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Jacobs Solutions Inc. (J $128.77)
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Trane Technologies plc (TT $410.10)
Q: We currently own WSP TT XEBEC in industrials and would like to add one more US industrial stock what suggestions would have first being the best?
This much
Marse
This much
Marse
Q: Apple just recorded a blowout quarter, over 50% growth. Looking at Apple's valuation, up to now, I felt it was overvalued given the low growth rate. Given that 5i typically recommends other tech stocks, perhaps you too shared this opinion. I was equally surprised by the market reaction, little share appreciation. So, was everyone expecting this? Why didn't I get the memo?
Thank you for everything you do.
Thank you for everything you do.
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Ichor Holdings (ICHR $14.84)
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Invitae Corporation (NVTA)
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Cogent Communications Holdings Inc. (CCOI $17.05)
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Guardant Health Inc. (GH $105.42)
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NuVasive Inc. (NUVA $39.75)
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Ultra Clean Holdings Inc. (UCTT $22.27)
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Venture Global Inc. Class A (VG)
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Digital Turbine Inc. (APPS $4.34)
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Magnite Inc. (MGNI $14.08)
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Mitek Systems Inc. (MITK $8.95)
Q: Hi 5i Team. Thanks as always. I'm looking to start some positions in the USD side of my TFSA over the course of the next month or so. I'm particularly interested in good growth opportunities in the following sectors: Technology, Healthcare, Industrials and Communications. Can you suggest a few US stocks within each of these sectors that are some of your best ideas right now? I am open to all types of suggestions, but already having a few larger caps (MFST, ABBV, LMT) I would prefer small or mid-cap suggestions where possible. Please take as many credits as necessary - thanks again.
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NVIDIA Corporation (NVDA $178.88)
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Advanced Micro Devices Inc. (AMD $203.78)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $275.06)
Q: We keep hearing chip shortages lately, and will imagine that "AMD', TSM', NVDA'....chip names will do well as a result of strong demand and price power etc. But most of these chip names are all well below their February highs. Could you help us understanding the share price and demand divergence observed? If we buy any of these names, will we be rewarded? If yes, which one or ones you like? Thanks
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Agilent Technologies Inc. (A $151.25)
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Crown Castle Inc. (CCI $90.01)
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Medtronic plc. (MDT $101.20)
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Lattice Semiconductor Corporation (LSCC $67.26)
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Regal Beloit Corporation (RBC)
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Jacobs Solutions Inc. (J $128.77)
Q: In the U.S. part of my non registered Account I have a small gain on LSCC and am thinking of selling and purchasing one of the other 5 U.S. stocks. Could you rate the 5 options I have listed with your opinion of each (best first). Would you agree with my selling of LSCC and purchasing the best of the 5 options I have listed or should I continue to hang on to LSCC.
Thanks John
Thanks John
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Apple Inc. (AAPL $271.49)
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Meta Platforms Inc. (META $594.25)
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Alphabet Inc. (GOOGL $299.66)
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Microsoft Corporation (MSFT $472.12)
Q: What are the forward P/Es for Microsoft, Apple, Google and Facebook? How much cash per share does each company have?
Q: Hi 5i,
Could you please comment on UCTT earnings and outlook?
thanks.
Could you please comment on UCTT earnings and outlook?
thanks.
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QUALCOMM Incorporated (QCOM $163.30)
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AbbVie Inc. (ABBV $236.28)
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Medtronic plc. (MDT $101.20)
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Stryker Corporation (SYK $368.27)
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Cencora Inc. (COR $365.68)
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MEDIFAST INC (MED $10.68)
Q: I just sold a US stock that represents about 5% of my RIF and about 23% of my US holdings in the RIF. Income is obviously OK but some growth would also be welcome. Do you have any suggestions.
Thanks for the great work!
Bob
Thanks for the great work!
Bob
Q: ALGN popped up after the earrings release and down the next day. What are your thought on the quarter? Would this be a good time to step into this stock?
Q: Could you please comment on their results and outlook?
Would you add to existing position?
Thanks,
Milan
Would you add to existing position?
Thanks,
Milan
Q: I am considering investing in this company. Can you please comment on the recently announced earnings. Do you like this company or is there another company in this space that you prefer. What type of return would you expect going forward? Thank You.
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American Water Works Company Inc. (AWK $132.74)
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California Water Service Group (CWT $45.52)
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Essential Utilities Inc. (WTRG $40.12)
Q: Can you rank the best (top 3 suggestions) U.S. water utilities with criteria being low volatility and dividend?
Thanking you,
Thanking you,
Q: Hello again your thoughts please on OIH :US Fund or your recommendations on a energy fund
Thanks again
Thanks again
Q: What do you think of msft quarter. They seem to beat the estimate yet the stock is down.
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QUALCOMM Incorporated (QCOM $163.30)
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Lockheed Martin Corporation (LMT $460.78)
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Roku Inc. (ROKU $93.32)
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CrowdStrike Holdings Inc. (CRWD $490.67)
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Trane Technologies plc (TT $410.10)
Q: I raised a little cash in my U.S. account after enjoying a 12%+ gain since the start of the year. Looking to take advantage of some opportunities over the summer months. Can you list 5 U.S. stocks to watch that I should consider if they pull back over the summer? I currently own BMY, ABBV, AMZN, NVDA and COST.
Thank you,
Jason
Thank you,
Jason
Q: I have a large position in Tdoc relative to my portfolio which I’ve been holding at a loss since Feb. Can I get your comments please on the earnings? I’m wondering whether to hold and hope for a recovery. My average cost is $213. Thanks.
Q: I understand that there is a shortage of semiconductors. Given this situation is it a good time to buy SMH or stay away from this sector? Thank You.
Q: What do you think of Amgen as a long term income stock to hold through retirement? Thanks