Q: In light of recent announcements about the potential for a COVID-19 vaccine and given the extreme cold temperature required for the product's storage and transportation, which companies will benefit in terms of providing equipment required and/or logistics for distribution? Is there an opportunity here?
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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: ABC recently reported its annual and 4th qtr results. Operations looked good but they booked a massive reserve for their opioid problem which completely wiped out the company's equity. Yet some analysts have upgraded their forecasts. Presumably this didn't breach any loan covenants but I worry that it might impede future borrowings or restrict future dividend payments etc. I understand that actual payments are to be spread over many years but I still worry that it is a big negative.
Your thoughts will be appreciated.
Ian
Your thoughts will be appreciated.
Ian
Q: I’m looking for a steady company with dividends to barbell more growthy names. What are your thoughts on these 2 companies that have corrected or would you recommend others in Canada or the US? Thanks
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NVIDIA Corporation (NVDA $177.00)
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QUALCOMM Incorporated (QCOM $168.09)
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Atlassian Corporation (TEAM $149.52)
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The Trade Desk Inc. (TTD $39.56)
Q: I have to add US tech exposure (missed the boat) and only 4 percent which translates to $350,000. I already have 60 holding (total portfolio) which is already high but I’m ok with it given the size of my portfolio. Which would you pick? Should I just buy all 4 at 1 percent holding increasing to 64 holdings or pick just 1 or 2?
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PayPal Holdings Inc. (PYPL $62.69)
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Salesforce Inc. (CRM $230.54)
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Kinaxis Inc. (KXS $174.61)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $157.30)
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Atlassian Corporation (TEAM $149.52)
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Veeva Systems Inc. Class A (VEEV $240.29)
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DocuSign Inc. (DOCU $69.35)
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Alteryx Inc. Class A (AYX)
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CrowdStrike Holdings Inc. (CRWD $509.16)
Q: I try to buy best in breed companies or leaders in each sector/industry with the goal of holding for the long term. With the current sell off in high growth tech stocks my buy price alerts in the above companies are starting to get triggered. During times when we get a market sell off or sector rotation, as we may be getting over the next few days or weeks, I like to only buy one or 2 positions per day in order to keep some powder dry if the sell offs continue. If I don't hold positions in any can you rank in order of what you would buy first to last and please feel free to add other companies to this list you feel are good buys. Thanks for all your help.
Q: Can you provide san updated analysis of Safehold (SAFE) including their third quarter earnings report and recent news?
Love this service. Thanks for all you do.
Love this service. Thanks for all you do.
Q: What 3-4 US Stocks do you think are the best growth investment to purchase this week independent of sector?
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Costco Wholesale Corporation (COST $913.59)
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Starbucks Corporation (SBUX $87.11)
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Honeywell International Inc. (HON $192.19)
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Veeva Systems Inc. Class A (VEEV $240.29)
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The Trade Desk Inc. (TTD $39.56)
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Jacobs Solutions Inc. (J $134.81)
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Trane Technologies plc (TT $421.48)
Q: As an income investor with some growth, I have some US money unused in our TFSA accounts. Could you give me some suggestions on US stocks you feel still have good valuations. I am lower in Tech, Consumer and industrial sectors.
Thanks so much!
Thanks so much!
Q: Can you please provide your view on TDOC, is this a good entry point at current price?
Thanks,
Thanks,
Q: Apple's new Macs will be using its own in house processor chips.What effect will it have AMD?Any reason for AMD's recent weakness. Your opinion on purchase of Xillin Sense that the market is not that receiptive.Txs for u usual great services & views
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Kinaxis Inc. (KXS $174.61)
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The Trade Desk Inc. (TTD $39.56)
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Spotify Technology S.A. (SPOT $598.87)
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Zoom Communications Inc. (ZM $84.96)
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Rocket Companies Inc. Class A (RKT $19.98)
Q: Rank the following stocks in which you would own/purchase for growth over next 5 plus years, sector and risk are not a priority.
Also what are you thoughts on recent earnings for RKT and also regarding the billion dollar buyback they announced if yahoo is correct and their float is 112 million (assuming because of IPO lots of stock are in lockup?) with share price of $21.6. That accounts for roughly 41.3 percent of the outstanding shares. Is this a big move for a event ipo... is it bullish?
Also what are you thoughts on recent earnings for RKT and also regarding the billion dollar buyback they announced if yahoo is correct and their float is 112 million (assuming because of IPO lots of stock are in lockup?) with share price of $21.6. That accounts for roughly 41.3 percent of the outstanding shares. Is this a big move for a event ipo... is it bullish?
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Amgen Inc. (AMGN $345.46)
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Biogen Inc. (BIIB $182.09)
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Illumina Inc. (ILMN $131.45)
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Regeneron Pharmaceuticals Inc. (REGN $780.19)
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AbbVie Inc. (ABBV $227.70)
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Medtronic plc. (MDT $105.33)
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Pfizer Inc. (PFE $25.74)
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Stryker Corporation (SYK $371.18)
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Veeva Systems Inc. Class A (VEEV $240.29)
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WELL Health Technologies Corp. (WELL $3.85)
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Guardant Health Inc. (GH $108.42)
Q: My portfolio is a little out of balance when it comes to healthcare stocks.
I am considering: WELL.CA, VEEV.US, GH:US, SYK.US, BIIB.US, ABBV:US, AMGN:US. (I already own IHI and BAX)
Are there others that you would add to the list?
Is there an ETF that you would recommend?
Could you please rank the above stocks with regards to 3-5 year hold?
I sold my position in GUD about a year ago.
Thanks!!
I am considering: WELL.CA, VEEV.US, GH:US, SYK.US, BIIB.US, ABBV:US, AMGN:US. (I already own IHI and BAX)
Are there others that you would add to the list?
Is there an ETF that you would recommend?
Could you please rank the above stocks with regards to 3-5 year hold?
I sold my position in GUD about a year ago.
Thanks!!
Q: Is Slack a good investment?
Q: What is your opinion of this insurance company and is their Ai model a potential game changer for the industry? Thank you
Q: For an investor looking to take advantage of Monday's drop in "stay at home" stocks which growth stock would be your first choice for new buying between Docusign or Zoom? Which one would you consider safer of the two?
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Adobe Inc. (ADBE $320.13)
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Amazon.com Inc. (AMZN $233.22)
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Twilio Inc. Class A (TWLO $129.69)
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ServiceNow Inc. (NOW $812.41)
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Roku Inc. (ROKU $96.79)
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Avalara Inc. (AVLR)
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CrowdStrike Holdings Inc. (CRWD $509.16)
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Cloudflare Inc. Class A (NET $200.21)
Q: With recent vaccine development and big price drop on Monday , I am wondering what stocks are good to buy . Can you please rank them according to potential. Thanks a million.
Q: Hi 5i Team,
Zoomlnfo Technology reported 2nd public earning since its IPO. Pls give your thoughts and would you be comfortable holding this stock if you own it.
Thanks for your professional advice and excellent service.
Zoomlnfo Technology reported 2nd public earning since its IPO. Pls give your thoughts and would you be comfortable holding this stock if you own it.
Thanks for your professional advice and excellent service.
Q: comments on their quarter? Are you guys becoming more interested in this name given it's performance recently?
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Tesla Inc. (TSLA $430.17)
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BYD Co - Class H (BYDDF $12.57)
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NIO Inc. American depositary shares each representing one Class A (NIO $5.50)
Q: Are there any stocks in the battery space related to electric cars, that you would recommend at this point. Secondly of the companies that are producing electric cars are there any that stand out as a good investment, in your opinion. Any market cap is fine. This could include an ETF. Thank you.
Q: Is BIIB a buy with its large fall? or is it watch-and-see?
What are your thoughts?
Thanks so much!
PS It's good to have a friend we can turn to.
What are your thoughts?
Thanks so much!
PS It's good to have a friend we can turn to.