Q: Most coming out of COVID stocks have had a big run, and that includes Live Nation. It is near the stock price it had in early 2020. Naturally fundamentals do not look good, but the question is what pent up demand will be for concets, etc. Do you think it still has significant upside in 2021?
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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: XYL has beedn dropping slowly. Are there problems? Is it a sell? Would you recommend replacing it with an alternative stock in the same sector?
With appreciation.
Ed
With appreciation.
Ed
Q: I read about AMY and like the idea of taking a flyer on a company focused on battery recycler technology considering the EV momentum. I see news came out about it on the 21-Jan but it made a significant jump the day before. Is this 'pre-emptive' jump typical?
Are there alternative companies in this space that you would recommend?
Are there alternative companies in this space that you would recommend?
Q: Why is PETS up so much today. I cannot find any news.
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Booking Holdings Inc. (BKNG $4,768.00)
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Neo Performance Materials Inc. (NEO $16.15)
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Sabre Corporation (SABR $1.59)
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MP Materials Corp. (MP $55.27)
Q: With the possible turnaround of traveling later in 2021 would sabre be worhtwhile investing.It was a 24,00 US stock but now trades around $12.00 and they are reservation company for airlines, hotels. Also with Biden adm. signing of mining materials would NEO (canadian) for ev be ok.They seem to be part of of MP for rare earth minerals. For growth 1 to 2 yrs Tks 5I use as many credits needed
Q: May I have your thoughts about Fubo, is it a buy at current price? Many thanks
Q: Bought PLTR at the recommendation of 5i some time ago. Reviewing my TD Waterhouse site I find no news on why the stock has jumped of late. Question -- how do I source basis for the jump and of course your own thoughts of this stock going forward? As always, thanks!
Q: I have been watching this stock rise rapidly and wonder if there is still room to grow even more given the green energy focus of the Biden administration. I have recently purchased CSIQ and would like to have your comments on this stock moving forward as well.
Thanks, Lesley
Thanks, Lesley
Q: I am interested in QQQJ. I know it has only launched 3.5 months, but I would like your opinion on it. Thanks, Martin
Q: Do you think there is any long term potential?
Thanks
Thanks
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Citi Trends Inc. (CTRN $41.91)
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MEDIFAST INC (MED $10.68)
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Construction Partners Inc. (ROAD $101.16)
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Celsius Holdings Inc. (CELH $38.99)
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Magnite Inc. (MGNI $14.08)
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Mitek Systems Inc. (MITK $8.95)
Q: Hi team,
In the US small caps in the growth mode, which are your current favorites ? Any views on FTHM-Q, CTRN-Q, ROAD-Q ?
Gratefully,
J IDS
In the US small caps in the growth mode, which are your current favorites ? Any views on FTHM-Q, CTRN-Q, ROAD-Q ?
Gratefully,
J IDS
Q: Comments on earnings?
Q: Can I get your thoughts on RMO (US)? How is the relative valuation?
TIA!
TIA!
Q: From Wired Magazine
https://www.wired.com/story/palantirs-gods-eye-view-of-afghanistan/?utm_source=pocket-newtab
https://www.wired.com/story/palantirs-gods-eye-view-of-afghanistan/?utm_source=pocket-newtab
Q: Hello 5i,
Can provide and info on this company?
Thanks
Dave
Can provide and info on this company?
Thanks
Dave
Q: What competitive edge has SWKS over QCOM in the 5G market.
Q: Good Afternoon I am looking for your thoughts on VISA,
I held it pre-covid as I love the type of business it is and the margins it has, and at the times I figured with trends and expecting e-commerce to grow steadily I felt it was a good long term hold and certainly still do. Now with Covid transforming the way we live our lives, I feel like its dominant position as a payment processor should only help its business, with the accelerated growth taking place in e-commerce and contactless payments. The stocks is essentially even since Jan 2020, PayPal is up over 100%. I own both so I am not complaining and I get why PayPal is up a ton, as its more of a true cash-less play with bitcoin helping it gain more exposure. But any reason as it why it has lagged so much?
Considering Visa's moat, financial health and the fact that consumer trends are aligning perfectly with its business, where would you rank Visa in the realm of the other large cap stocks (FAANGM etc)? top 10, 15,20.... I look at it as "set it and forget it" stock for 15+years but I am very tempted to add more. Have a great weekend!
I held it pre-covid as I love the type of business it is and the margins it has, and at the times I figured with trends and expecting e-commerce to grow steadily I felt it was a good long term hold and certainly still do. Now with Covid transforming the way we live our lives, I feel like its dominant position as a payment processor should only help its business, with the accelerated growth taking place in e-commerce and contactless payments. The stocks is essentially even since Jan 2020, PayPal is up over 100%. I own both so I am not complaining and I get why PayPal is up a ton, as its more of a true cash-less play with bitcoin helping it gain more exposure. But any reason as it why it has lagged so much?
Considering Visa's moat, financial health and the fact that consumer trends are aligning perfectly with its business, where would you rank Visa in the realm of the other large cap stocks (FAANGM etc)? top 10, 15,20.... I look at it as "set it and forget it" stock for 15+years but I am very tempted to add more. Have a great weekend!
Q: Could you please comment on SPG's current balance sheet? Would you still recommend against investing here (as you did in July 2020) because of company's debt vs. cash position?
Q: Can I get your opinion on Axon Enterprise? I have wanted to own stock in this company for quite some time but am concerned about the valuation. Also the price has spiked recently.
Q: Of these two, CRWD and SAIL, which has better growth opportunities?