Q: Why do you think LHX had been weak lately? Is it related to the macro of Trump being less focused on war and the anticipation that there will be less war in the next 4 years? Or more company specific?
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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: I know nothing about bitcoin but I understand that MSTR stock holds a lot of bitcoin. Why is the stock performance of MSTR so much better than IBIT bitcoin ETF. Shouldn't they be reasonably close and correlated? What is MSTR's fundamental business and how do they make money?
Q: In a recent question you stated "Alternatively to VFV, we also like ZSP, which focuses on the S&P 500, and it has some tax benefits given that it holds the US stocks directly." Could you elaborate on the tax benefits? Thanks for your help.
Q: Good morning; I had asked a question the other day about RGTI-Q. I do appreciate the response. One of my questions was as follows regarding the quantum space;
"Is this space one to watch, and if so which companies should be on the radar (in order of preference please)?"
Could you please provide some insight into this; thank you.
Dave
"Is this space one to watch, and if so which companies should be on the radar (in order of preference please)?"
Could you please provide some insight into this; thank you.
Dave
Q: I initiated a small position a few months ago and it has not done anything. Is it worth holding and adding to it or sell and invest money some place else. Your views please. Thanks
Q: I own RDFN, PYPL, and OKTA. All are down for me. In what order would you sell to take the capital loss? Do you see much growth potential over the next year in any of them? Thanks.
Q: Please share your thoughts with regard to the risks/rewards around holding NBIS. How confident are you that this stock will out-perform in both the short and longer term? What factors would drive/tank growth? Thank you.
Maureen
Maureen
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NextEra Energy Inc. (NEE)
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Williams Companies Inc. (The) (WMB)
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Vistra Corp. (VST)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Constellation Energy Corporation (CEG)
Q: With the ever increasing demand for power to fuel AI and tech, what companies would you suggest investing in going forward?
Q: Please comment on the earnings for COSTCO.
Q: WHAT WOULD BE YOUR TOP 3 STOCKS CANADA AND TOP 3 IN THE US....THAT HAVE GOOD GROWTH POTENTIAL OVER THE NEXT 3-5 YEARS....BUT ARE NOT CURRENTLY RUNNING WITH HIGH P/E RATIOS....MAYBE OVERLOOKED OR UNDERVALUED.
I AM LOOKING AT A JAN-MARCH 2025 TIMEFRAME FOR BUYING.
THANK YOU FOR YOU VALUED INFORMATION.
I AM LOOKING AT A JAN-MARCH 2025 TIMEFRAME FOR BUYING.
THANK YOU FOR YOU VALUED INFORMATION.
Q: It is down 16% since I bought it with most of the drop being just lately.
Is there something I am not seeing or hearing in the drop.
Thanks.
Is there something I am not seeing or hearing in the drop.
Thanks.
Q: Do you see value here for Uber and Mu? Both look weak but wondering about lower value opportunities for growth.
Q: Looking for information on this small cap. From what I have been able to find out it has a very high (207) price/cash flow and negative PE. Anything positive you can see and how risky an investment is it?
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Martin Marietta Materials Inc. (MLM)
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Quanta Services Inc. (PWR)
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Vulcan Materials Company (Holding Company) (VMC)
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Eagle Materials Inc (EXP)
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United States Lime & Minerals Inc. (USLM)
Q: I am interested in picking a US materials Co as a play on infrastructure spending and to balance my portfolio. I am considering Martin Marietta, US Lime & Minerals, Eagle materials and Quanta services. My only materials holding at present is Agnico Eagle mines (1.6%). I am a moderate risk investor. Of these 4, which you would comfortably buy today with greatest growth potential. Secondly which two seem to you to be least risky. Finally is there another company you would prefer to any of these and if so what would be your reasoning for that pick. Thanks as always.
Q: With the recent drop in price would you view it as a buying opportunity and if so can you see it going back to the $600 mark?
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Chevron Corporation (CVX)
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Devon Energy Corporation (DVN)
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Exxon Mobil Corporation (XOM)
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Suncor Energy Inc. (SU)
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Whitecap Resources Inc. (WCP)
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Freehold Royalties Ltd. (FRU)
Q: Hi 5i team.
I'm currently overweight Suncor, have a full position in Whitecap and less roughly 2/3 position in Freehold Royalties. I'm thinking of lightening up on Suncor and putting the dollars into a USA producers. Would you please list your top three USA domiciled oil and/or gas producers, why you prefer them, whether you would trade Suncor for any of them?
Thanks
Peter
I'm currently overweight Suncor, have a full position in Whitecap and less roughly 2/3 position in Freehold Royalties. I'm thinking of lightening up on Suncor and putting the dollars into a USA producers. Would you please list your top three USA domiciled oil and/or gas producers, why you prefer them, whether you would trade Suncor for any of them?
Thanks
Peter
Q: Greetings 5i, could you please provide an analysis of Q1 2025 results? The market seems to like it. Thanks.
Q: On December 10 5i recommended UBER to a member seeking a few US industrial. names. First off I thought UBER was in the tech sector but more importantly, it's stock in the past year has risen a paltry 5.5% and has fallen over 10% in the past month. Hardly a robust record during a pretty good year for these sectors. Why the recommendation?
Q: Dear 5-i:
In answer to a question on Dec 6 concerning Waymo, your reply was that it was a buying opportunity. I bought!! How material is the news today concerning GM. Should I sell and forget the loss.
Thanks, BEN.
In answer to a question on Dec 6 concerning Waymo, your reply was that it was a buying opportunity. I bought!! How material is the news today concerning GM. Should I sell and forget the loss.
Thanks, BEN.
Q: I own shares in above company ...2x AAPL shares...stck closed yesterday around $42 opened today at $37...AAPL stock same price as yesterday close...why is the stock down $5 today