Q: Carnival Corp has taken a significant decline in the share price as a result of Corona virus. Might this be a good time to take a position in this stock?
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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: Why is BDX taking a hit again today?
Is it still worth holding or better to sell while I still have a profit?
If I sell - any suggestions for replacements?
Take the number of credits required for these three questions.
Is it still worth holding or better to sell while I still have a profit?
If I sell - any suggestions for replacements?
Take the number of credits required for these three questions.
Q: Hello 5i
If you had owned KraftHeinz for the last four years would you sell it now or wait for the anticipated turnaround?
Thanks
Dave
If you had owned KraftHeinz for the last four years would you sell it now or wait for the anticipated turnaround?
Thanks
Dave
Q: Hi,
In light of Roku’s results that were out after market this afternoon , could I please get your opinion on the stock 6-12 months out.
Stock is trading 6.3% after hours .
Thank you,
In light of Roku’s results that were out after market this afternoon , could I please get your opinion on the stock 6-12 months out.
Stock is trading 6.3% after hours .
Thank you,
Q: You have mentioned these two stocks several times as your favourites in the US. Your comments please on their earnings, and do you still have strong convictions looking forward.
Thank you
Thank you
Q: I'm considering doing some day-trading...what would be some companies you would look at?
Q: Hello 5iR....What is your take on this company, QTS Realty Trust Inc Class A, especially for a long-term position for a US diversified portfolio?
.......Thanks....Tom
.......Thanks....Tom
Q: Hi, There are so many new ETF's are coming in the market every month. Mutual funds sales is declining. what kind of companies are benefiting from this kind of shift?
Thanks,
Thanks,
Q: Let us say that that TSLA isnt a car company but rather a tech play on software and AI. What do you think of the valuation? Also do you concur with Yahoo's assessment of it having a 50 forward PE
Q: Any thoughts on Rapid7's results - seems like a reaction to lower guidance?
Cheers, Chris
Cheers, Chris
Q: Why the big bounce today??Thanks
Q: Hi 5i,
What do you think of WBA? Good value or value trap? I was thinking that I could collect the dividends while waiting for the turn around...as long as there will be a turn around! :)
TIA!
What do you think of WBA? Good value or value trap? I was thinking that I could collect the dividends while waiting for the turn around...as long as there will be a turn around! :)
TIA!
Q: Hello
I want to have your insight on the following stocks and would you a buyer with the market volatility
1. BDX. Is it a good entry point and do you see the stock bounding back to the upside?
2. ZTS
3. BYD
Thank you
I want to have your insight on the following stocks and would you a buyer with the market volatility
1. BDX. Is it a good entry point and do you see the stock bounding back to the upside?
2. ZTS
3. BYD
Thank you
Q: Hi 5i,
What do you think of this company? When I first heard about it and the IPO I laughed. and laughed hard. Fast forward 6 months later and a lot of reading, I'm beginning to think there might be a business behind this. I almost equate it to an Apple or Tesla: premium product with a potential cult-like following? What are your thoughts on the company and the business?
TIA!
What do you think of this company? When I first heard about it and the IPO I laughed. and laughed hard. Fast forward 6 months later and a lot of reading, I'm beginning to think there might be a business behind this. I almost equate it to an Apple or Tesla: premium product with a potential cult-like following? What are your thoughts on the company and the business?
TIA!
Q: When does Xpel report and what are the expectations?
Q: Hi there, looks like Slack has decided to wake up, roll up its sleeves and start to 'work' hard...no more slacking off! Anything you can add to account for the past few days of trading, higher volume, etc? When do they report next?
Thank!
Thank!
Q: I Understnad than some REITS are problematic vis-a-vis taxes. Is AMT in this category? Does it have good momentum and would you expect it to climb for a while with the 5G market? Are there any downsides to it that you can advise on? Many thanks for your excellent service.
Q: Hi, I'm currently holding these stocks for Tech (21% of portfolio):
SHOP,KXS,GIB.A,FB,GOOG, LSPD, CSU, XLNX
I've been looking at TEAM, TTD, AYX but haven't pulled the trigger. Would any of these overlap with my current holdings? Which one would you purchase to compliment my current holdings? I know its highly personal as well, but what would be your max sector allocation? I'm a long term growth investor. Thanks!
SHOP,KXS,GIB.A,FB,GOOG, LSPD, CSU, XLNX
I've been looking at TEAM, TTD, AYX but haven't pulled the trigger. Would any of these overlap with my current holdings? Which one would you purchase to compliment my current holdings? I know its highly personal as well, but what would be your max sector allocation? I'm a long term growth investor. Thanks!
Q: Any thoughts on Peleton as an investment?
My understanding is that they are not yet profitable, but they are still expanding their exposure in North American households through an increase in their subscriber base. A recent BNNBloomberg article also indicated that they have made plans to improve the breadth of their exercise machine catalog, through offering multiple price points on the exercise bicycles that they sell (I also see that they sell treadmills in the US, but it seems as if they have not added this as a purchase option on their Canadian website at this time), as well as potential plans to offer rowing machines in the future. I have read separately that they made a recent purchase of a Taiwanese company by the name of Tonic, in order to secure their supply chain for equipment, and that they have established a relationship with a company by the name of Affirm, in order to offer monthly payment plans for their equipment.
The company is now trading at $27.86, about 4% below its IPO price of $29. I would imagine that the most meaningful revenue source for Peleton would be from its subscription base rather than its equipment sales, as subscriptions are recurring and maintaining video/interactive conent would probably not require as much in terms of input costs per dollar of revenue as would manufacturing exercise machines for sale.
My main concerns regarding this company is that the potential for competition is profound (both in terms of manufacture and sale of equipment, as well as in their subscription program for fitness training). On the positive side of things, they have built up brand recognition and loyalty, which is not easy; and goodwill is an important part of any company's valuation.
I would be using the proceeds from the sale of my holdings in Cineplex to fund this investment (about 2% of portfolio), so it would not change my exposure to the Consumer Discretionary sector.
As always, I look forward to your response. Thanks so much!
My understanding is that they are not yet profitable, but they are still expanding their exposure in North American households through an increase in their subscriber base. A recent BNNBloomberg article also indicated that they have made plans to improve the breadth of their exercise machine catalog, through offering multiple price points on the exercise bicycles that they sell (I also see that they sell treadmills in the US, but it seems as if they have not added this as a purchase option on their Canadian website at this time), as well as potential plans to offer rowing machines in the future. I have read separately that they made a recent purchase of a Taiwanese company by the name of Tonic, in order to secure their supply chain for equipment, and that they have established a relationship with a company by the name of Affirm, in order to offer monthly payment plans for their equipment.
The company is now trading at $27.86, about 4% below its IPO price of $29. I would imagine that the most meaningful revenue source for Peleton would be from its subscription base rather than its equipment sales, as subscriptions are recurring and maintaining video/interactive conent would probably not require as much in terms of input costs per dollar of revenue as would manufacturing exercise machines for sale.
My main concerns regarding this company is that the potential for competition is profound (both in terms of manufacture and sale of equipment, as well as in their subscription program for fitness training). On the positive side of things, they have built up brand recognition and loyalty, which is not easy; and goodwill is an important part of any company's valuation.
I would be using the proceeds from the sale of my holdings in Cineplex to fund this investment (about 2% of portfolio), so it would not change my exposure to the Consumer Discretionary sector.
As always, I look forward to your response. Thanks so much!
Q: Do the recent results/news change your view on Uber?
What does that stock look like in 2 or 3 years?
What does that stock look like in 2 or 3 years?