Q: Can I get your views on this smaller cap industrial stock? I am looking to increase my holdings in this sector. Thx.
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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: Could you please comment on the business combination of Advent Technologies Inc and AMCI Acquisition Corp. It looks like a SPAC deal in the fuel cell and hydrogen technology sector.
Thank you
Raj
Thank you
Raj
Q: Eddy Elfenbein of Crossing Wall Street fame has added Miller Industries to his portfolio this year. I know Eddy spends a lot of time analyzing companies ahead of bringing them into his portfolio and he is giving Miller a glowing recommendation. I wonder what your take is of Miller as an addition to a growth TFSA portfolio?
Q: Appreciate your best advice regarding selling half of my large position of Visa and purchasing Walgreen's in my cash account. Anticipating Walgreen's will be very involved in providing vaccinations. Or better to stay with a large concentration of Visa with the economic recovery (hopefully) in USA. What is Walgreen's dividend? Thanks for your valuable input/advice as always.
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KeyCorp (KEY $18.01)
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SVB Financial Group (SIVB)
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Citizens Financial Group Inc. (CFG $51.80)
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FIRST REPUBLIC BANK (FRC)
Q: Could you provide the names of a few US regional banks which have good investment fundamentals?
Thank you
Thank you
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First Solar Inc. (FSLR $224.43)
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Johnson Controls International plc (JCI $107.85)
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Canadian Solar Inc. (CSIQ $15.72)
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Trane Technologies plc (TT $424.04)
Q: Please compare JCI and TT and state your preference if you have.
I would like a similar comparison for CSIQ and FSLR.
Deduct the appropriate number of questions.
Thanks for this help and the other information you have provided over the years.
I would like a similar comparison for CSIQ and FSLR.
Deduct the appropriate number of questions.
Thanks for this help and the other information you have provided over the years.
Q: What is your opinion about the above mentioned stocks and Bitcoin in general.
Q: Tesla has recently had an amazing run. Considering that it is much more than a car company, would you be a buyer of Tesla at these levels?
(I have been a member of 5i for over six years now. Am I ever glad I joined! Thanks SO much!!)
(I have been a member of 5i for over six years now. Am I ever glad I joined! Thanks SO much!!)
Q: Hi there, NOVS
This question is about AppHarvest. They state that their mission is:
"We’re farming for the future.
Our controlled environment facilities help us farm smarter, so we can sustainably grow more healthy, delicious foods on a large scale, all year long." The concept is that they are bringing agriculture indoors, much like The Netherlands have done, to use less water and be able to produce much more on far less land with vastly reduced waste.
A few tidbits from their site:
-Our facilities use 100% recycled rainwater and eliminate harmful agricultural runoff.
-Harnessing sunlight and efficient LEDs allows for increased, sustainable crop growth year-round.
-We grow up to 30x more fruits and vegetables on a single acre compared to open-field agriculture.
- Zero chemical pesticides for cleaner, safer foods
I bought the SPAC that owns this and they just went up a lot having lured the CFO of Impossible foods to be their new President which the markets liked. The company is about to merge with the SPAC and expects its first harvest in Q1. They have a large number of sites either in development, under contract or identified for growth. I see it as being a way for the US to become less reliant on imported produce as they ramp up and it hits the right notes with sustainability, no chemicals and reducing environmental impact.
My question is if you see this is a way to get in at the very start of what could be a big market in which case I would buy more or if you think it's too speculative.
This question is about AppHarvest. They state that their mission is:
"We’re farming for the future.
Our controlled environment facilities help us farm smarter, so we can sustainably grow more healthy, delicious foods on a large scale, all year long." The concept is that they are bringing agriculture indoors, much like The Netherlands have done, to use less water and be able to produce much more on far less land with vastly reduced waste.
A few tidbits from their site:
-Our facilities use 100% recycled rainwater and eliminate harmful agricultural runoff.
-Harnessing sunlight and efficient LEDs allows for increased, sustainable crop growth year-round.
-We grow up to 30x more fruits and vegetables on a single acre compared to open-field agriculture.
- Zero chemical pesticides for cleaner, safer foods
I bought the SPAC that owns this and they just went up a lot having lured the CFO of Impossible foods to be their new President which the markets liked. The company is about to merge with the SPAC and expects its first harvest in Q1. They have a large number of sites either in development, under contract or identified for growth. I see it as being a way for the US to become less reliant on imported produce as they ramp up and it hits the right notes with sustainability, no chemicals and reducing environmental impact.
My question is if you see this is a way to get in at the very start of what could be a big market in which case I would buy more or if you think it's too speculative.
Q: Any specific reason or news for why GH has been rising steadily? Does 5i still like it long term?
Q: What do you think of agriculture as an investment? I think it is a good inflation hedge (and a lesser known investment asset class). Do you know of any good ways to get exposure. I see LAND and FPI, but don't know too much about it.
How are the valuations / how does one valuate those things?
How are the valuations / how does one valuate those things?
Q: Hello,
Can you please comment on SoFi's IPO through SPAC, IPOE?
Thanks!
Can you please comment on SoFi's IPO through SPAC, IPOE?
Thanks!
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SPDR S&P 500 ETF Trust (SPY $662.23)
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iShares Russell 1000 Value ETF (IWD $203.12)
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iShares Select Dividend ETF (DVY $141.12)
Q: Hi, I presently have the above U.S ETF's in a non reg corporate account. Total portfolio weighting is SPY - .45 / DVY - 4.03 / IWD - .84
I am overweight in financials.
What are your thoughts? Minimum of 5 year hold. Thanks so much.
I am overweight in financials.
What are your thoughts? Minimum of 5 year hold. Thanks so much.
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NVIDIA Corporation (NVDA $180.03)
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CrowdStrike Holdings Inc. (CRWD $488.94)
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Unity Software Inc. (U $36.58)
Q: Hi There,
I am looking to purchase two of three stocks listed about within my TFSA.
Of the three, which two would chose today?
Thank You
I am looking to purchase two of three stocks listed about within my TFSA.
Of the three, which two would chose today?
Thank You
Q: Hi 5i
Could I have your thoughts on COR please ?
Also, do you have a view as to when interest rates would rise enough to impact REITs generally ?
Thanks
Mike
Could I have your thoughts on COR please ?
Also, do you have a view as to when interest rates would rise enough to impact REITs generally ?
Thanks
Mike
Q: What are your best infrastructure recs for the US in order?
Q: Hello 5i,
Could I have your current assessment of Chewy please? It has performed well and the last Q&A was May 2020.
Thank you
Dave
Could I have your current assessment of Chewy please? It has performed well and the last Q&A was May 2020.
Thank you
Dave
Q: Happy New Year 5i!
Please suggest a couple US HEALTH ETFs with a growth profile and list what you like about them (Not IHI or IBB).
Many thanks,
Please suggest a couple US HEALTH ETFs with a growth profile and list what you like about them (Not IHI or IBB).
Many thanks,
Q: Hi coaches,
I have been sticking with ZM thinking it could only grow in the present environment, but it seems failing to redress. Being down nearly 30%, I wonder if I should just take my loss, buy more or just keep it. What would you do ? what are the perspective for ZM in the short term ? If I sell, what could I replace it ?
Thank you for teaching me how to invest with method,
Gratefully,
JD IDS
I have been sticking with ZM thinking it could only grow in the present environment, but it seems failing to redress. Being down nearly 30%, I wonder if I should just take my loss, buy more or just keep it. What would you do ? what are the perspective for ZM in the short term ? If I sell, what could I replace it ?
Thank you for teaching me how to invest with method,
Gratefully,
JD IDS
Q: roblox looks very interesting looks like potential moat company with its unique market of minors 13 years of age and less are there any public companies now that could provide direct competition to roblox what date will roblox go public and what exchange will it be listed thanks Richard