Q: Sometimes the market likes an acquisition and other times it does not or maybe the announcement in the middle of a selloff/rotation was not well timed. Wanted to ask your take on Okta acquisition of Auth0?
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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: Teradyne is down around 25% from its high. Is it time to sell or add to a position?
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iShares S&P Global Clean Energy Index Fund (ICLN $17.70)
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Zendesk Inc. (ZEN)
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Cloudera Inc. (CLDR $15.99)
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RELX PLC PLC American Depositary Shares (Each representing One) (RELX $41.63)
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Clarivate Plc (CLVT $3.17)
Q: Hi, I currently own these stocks. What are your thoughts on them and are there any that are not worth keeping? Thanks!
Q: .I have a small profit on this in a registered account. Good dividends not taxable in this type of account. What are your thoughts on selling?
Q: Hello Team,
Could you analyse these two companies and would they buyable as stocks for the current rotation.
Thanks,
Barry
Could you analyse these two companies and would they buyable as stocks for the current rotation.
Thanks,
Barry
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Meta Platforms Inc. (META $620.25)
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NVIDIA Corporation (NVDA $186.23)
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Regeneron Pharmaceuticals Inc. (REGN $733.04)
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JPMorgan Chase & Co. (JPM $312.47)
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Walmart Inc. (WMT $119.70)
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CrowdStrike Holdings Inc. (CRWD $453.88)
Q: Hi 5i team,
My nephew turned 18 last year and has now 11K in his TFSA ready to invest.
What would be your suggestion (s). It can be a mix of CDN and USD stocks/ETFs.
Obviously, it would be several years before needing any of the money so some risk can be taken.
Thanks
My nephew turned 18 last year and has now 11K in his TFSA ready to invest.
What would be your suggestion (s). It can be a mix of CDN and USD stocks/ETFs.
Obviously, it would be several years before needing any of the money so some risk can be taken.
Thanks
Q: Hi 5i. What are your thoughts on eBay? Do you think their recent growth is sustainable?
Q: Can you please comment on these two (LFMD, BOMH) companies from investment perspective. Thanks
Q: Would you be a buyer of Qualcomm at this time? The chip shortage fiasco seems to have made a decent buying opportunity. If not Qualcomm, is there another company you would recommend? Thanks.
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Costco Wholesale Corporation (COST $963.61)
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Meta Platforms Inc. (META $620.25)
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Alphabet Inc. (GOOG $330.34)
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Microsoft Corporation (MSFT $459.86)
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NVIDIA Corporation (NVDA $186.23)
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iShares U.S. Medical Devices ETF (IHI $61.83)
Q: I am considering IHI; Costco; Navidia; Facebook; Microsoft and JPMorgan as a mini etf for my U.S. funds. Would you add/replace and or delete any of these?
Would you consider Google as an alternative or addition to the above.
I have $10,000 u.s. for this package of stocks.
Would you consider Google as an alternative or addition to the above.
I have $10,000 u.s. for this package of stocks.
Q: Please analyze this company from investment perspective. Thanks
Q: Hi Guys. Been a rough couple weeks for tech. Wondering about your thoughts on Palantir partnering with Amazon AWS. which was announced after close on Friday. Do you think this is significant or just some fluff PR. Appreciate your insight. Thanks. Chris
Q: What do you think of their latest move ? Is the stock a buy ? Thanks.
Q: Would you initiate a 2% position in TSLA today? Thanks.
Q: I would like your comments on FLGT's Quarter and future guidance. It looked like a blowout to me but the market reaction seems quite muted at the time I am writing this. Guidance is also impressive, calling for revenues of $800m in 2021 a 90% yoy increase after an impressive 2020. FLGT has great margins of around 50%, so 4X next years sales tells us its trading around 8 times next year’s expected earnings….8X forward P/E is what you might expect on a sleepy, slow-growth stock. What am I missing, or is this simply being ignored on a bad market day? A Buy?
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Amazon.com Inc. (AMZN $239.12)
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Meta Platforms Inc. (META $620.25)
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Alphabet Inc. (GOOG $330.34)
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Microsoft Corporation (MSFT $459.86)
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Genpact Limited (G $45.91)
Q: Is 3K for AMZN and 2K for GOOG a good entry point....or should i wait for them to go lower on any future correction.
What do you think of MSFT or FB ?
Which of these would be safer and have more upside with a time frame of 5+ years
Thanks
What do you think of MSFT or FB ?
Which of these would be safer and have more upside with a time frame of 5+ years
Thanks
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Invesco Solar ETF (TAN $51.88)
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Plug Power Inc. (PLUG $2.36)
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Invitae Corporation (NVTA)
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ARK Next Generation Internet ETF (ARKW $148.59)
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NIO Inc. American depositary shares each representing one Class A (NIO $4.71)
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Enphase Energy Inc. (ENPH $34.98)
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Cerence Inc. (CRNC $11.74)
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Snowflake Inc. (SNOW $210.38)
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Mitek Systems Inc. (MITK $10.04)
Q: Hello 5i Team
I have read the Q/A on many of these stock already , but due to the current market correction and the stock rotation .How would you rate these stocks today and would you sell any of them .Is there futher down side risk on these stocks .What would you recommend ? Please deduct credits as you feel appropriate .
Thanks for you continous service and excellent ongoing advice.
I have read the Q/A on many of these stock already , but due to the current market correction and the stock rotation .How would you rate these stocks today and would you sell any of them .Is there futher down side risk on these stocks .What would you recommend ? Please deduct credits as you feel appropriate .
Thanks for you continous service and excellent ongoing advice.
Q: As a relatively new investor, I am not sure what to do with Unity Software (U). I am currently down 40% since I picked it up leading to its earnings report which was not horrible. Since I am new to investing, can you offer some advice on how to approach this situation. Is it time to cut my losses and put it into something else? Or is this just a matter of picking it up at a bad time just before earnings that did not meet market expectations and now this big sell off in tech? Should i just take a deep breath and give this one the appropriate amount of time (how much time would you suggest?). I am trying to not be an emotional investor with such a loss so your advice would be greatly appreciated.
Q: Hi Team,
After a record year, my portfolio is getting smashed. (22% down already from peak). Very gut wrenching. I am heavy quality tech names (most on your favourite US list) as I believe long term this is where the most growth is in the world today. Question now is, does a person continue to hold at this point? Sell out? Or try to add? Also, do you believe the 10yr bond yield at 1.5% is really this big of concern for the fundamentals of these tech companies? I find a lot of the quality tech names have very little debt, and when they do need money often raise money using their high share prices instead of borrowing debt anyways. Your thoughts please on the current situation? Thanks
Shane.
After a record year, my portfolio is getting smashed. (22% down already from peak). Very gut wrenching. I am heavy quality tech names (most on your favourite US list) as I believe long term this is where the most growth is in the world today. Question now is, does a person continue to hold at this point? Sell out? Or try to add? Also, do you believe the 10yr bond yield at 1.5% is really this big of concern for the fundamentals of these tech companies? I find a lot of the quality tech names have very little debt, and when they do need money often raise money using their high share prices instead of borrowing debt anyways. Your thoughts please on the current situation? Thanks
Shane.
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Invitae Corporation (NVTA)
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Redfin Corporation (RDFN)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: What is their balance sheet, would you buy them today and in what order?
Thanks,
Milan
Thanks,
Milan