Q: Unity has me cooked. Any thoughts?
You can view 1 more answer this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Thoughts on recent earnings?
Q: Why is MSCI dropping so much? Do you still expect good earnings for 2026?
Q: I know that you (I assume Peter) aren't a fan of averaging down, but would GOOG be an exception? I feel that the stock has been unfairly punished, especially when considering its latest (excellent?) results.
As always, your comments are valued.
As always, your comments are valued.
-
Adobe Inc. (ADBE $259.04)
-
Amazon.com Inc. (AMZN $207.92)
-
Alphabet Inc. (GOOG $307.15)
-
NVIDIA Corporation (NVDA $184.89)
-
Snowflake Inc. (SNOW $173.06)
-
Upstart Holdings Inc. (UPST $29.67)
-
Affirm Holdings Inc. (AFRM $50.42)
-
Propel Holdings Inc. (PRL $21.68)
Q: I have watched many Youtube examples where jobs can be replaced with AI, whether it's call centers or financial analysts where Claude filled in forecasts exactly as an analyst would have. What stocks would you identify as leveraging the AI technology the most in the future? I would buy Anthropic if they were public (may occur this year yet). I'm assuming Google, Nvidia, but am I missing any? For example, Propel Holdings Inc uses AI... I would think that this would make Propel ahead of the game and be a very smart investment today.
Thank you,
Kevin
Thank you,
Kevin
-
The Kraft Heinz Company (KHC $24.57)
-
Mondelez International Inc. (MDLZ $59.94)
-
General Mills Inc. (GIS $44.93)
Q: Pre-market, KHC has really dropped on the earnings report, and they plan to pause the company split.
Do you see the dividend as being relatively secure going forward?
Comparatively, the stock price of other similar companies such as GIS and MDLZ are starting to gain momentum. Is most of the bad news now priced into KHC in your opinion?
Do you see the dividend as being relatively secure going forward?
Comparatively, the stock price of other similar companies such as GIS and MDLZ are starting to gain momentum. Is most of the bad news now priced into KHC in your opinion?
Q: Own this ETF. Based on its prospects for next 1-2 years would you continue to hold or is it a sell? Could you provide some rationale for your assessment? Thanks.
Q: Hello team,
Is Roku a buy or sell or hold? Why would it be a buy?
Thank you for being there for us all everyday!
Is Roku a buy or sell or hold? Why would it be a buy?
Thank you for being there for us all everyday!
-
Constellation Software Inc. (CSU $2,607.72)
-
Thomson Reuters Corporation (TRI $136.51)
-
Firan Technology Group Corporation (FTG $21.10)
-
Teradyne Inc. (TER $332.70)
-
kneat.com inc. (KSI $4.19)
-
Vitalhub Corp. (VHI $8.17)
-
Topicus.com Inc. (TOI $94.50)
-
Cellebrite DI Ltd. (CLBT $13.76)
-
Ouster Inc. (OUST $19.63)
Q: Hello 5i,
First of all, I wold like to thank you for the "Five from 5i" in general, but specifically the "Is Inflation Higher Than We Think" article - a great read!!
Secondly, pertaining to the article about the fee reductions for some Vanguard ETF's, I notice that VIG is there, but not VGG. Would VGG receive any benefit from the VIG fee reduction, given that it isn't specifically mentioned. (unless it was there, and I missed it - always a very real possibility....)
Thirdly, I am looking for some current recommendations for my grandchildrens' RESP's. Their ages are 5 - 7 yrs. old. One Family RESP holds BN (up 112+ %) and the other holds VGG (+73+ %). I went through the existing RESP questions, but given the current volatility and market uncertainty, I thought I would ask for your current favourites, given the foregoing. I certainly like many of the options given in previous questions, but I feel that the environment is slightly different now than it was several months ago.
As always, thanks so much for the awesome service!!!!
Cheers,
Mike
First of all, I wold like to thank you for the "Five from 5i" in general, but specifically the "Is Inflation Higher Than We Think" article - a great read!!
Secondly, pertaining to the article about the fee reductions for some Vanguard ETF's, I notice that VIG is there, but not VGG. Would VGG receive any benefit from the VIG fee reduction, given that it isn't specifically mentioned. (unless it was there, and I missed it - always a very real possibility....)
Thirdly, I am looking for some current recommendations for my grandchildrens' RESP's. Their ages are 5 - 7 yrs. old. One Family RESP holds BN (up 112+ %) and the other holds VGG (+73+ %). I went through the existing RESP questions, but given the current volatility and market uncertainty, I thought I would ask for your current favourites, given the foregoing. I certainly like many of the options given in previous questions, but I feel that the environment is slightly different now than it was several months ago.
As always, thanks so much for the awesome service!!!!
Cheers,
Mike
Q: I've owned Google since just after last split and up substantially, is it maybe time to sell and move on, bought as growth stock only to generate cash to invest in dividend paying stock, have enjoyed the ride and want to keep the huge increase since split, I know you don't provide details on specific portfolios, interested in your views on growth potential going forward.
Q: I owned these brokers for what I thought was a defensive play in my RRSP. They've both been hit this week on AI disruption. I'm not one to sell while under water, however it seems the barriers to entry are somewhat eroded quickly in the broker business if AI companies can offer direct to consumer insurance quotes and pass on commission savings to the customer etc.... I know it's very early innings and that this is hard to predict with any certainty, however do you see much more downside with these two stocks? Not sure I want to experience another 20-30% leg down here.
-
Micron Technology Inc. (MU $415.56)
-
Sandisk Corporation (SNDK $651.90)
-
Seagate Technology Holdings PLC (STX $409.67)
-
Western Digital Corporation (WDC $282.25)
Q: I must have been napping or looking in the wrong direction when these guys took off.
Lots of FOMO here. Can I still play? More upside potential?
Or look elsewhere for growth?
Perhaps similar but undervalued companies in this sector?
Thanks.
Lots of FOMO here. Can I still play? More upside potential?
Or look elsewhere for growth?
Perhaps similar but undervalued companies in this sector?
Thanks.
Q: Both of these stocks seem to have performed in a fairly stable manner and have yields at current prices in the range of 11-12.5%. Can you recommend either or both as at least 3-5 year holds?
Thanks again
Thanks again
-
Duke Energy Corporation (Holding Company) (DUK $129.23)
-
NextEra Energy Inc. (NEE $91.99)
-
Southern Company (The) (SO $96.35)
-
Williams Companies Inc. (The) (WMB $74.77)
Q: What are your top four utilities for growth in the next 3-4 years. Canadian or US.? Moderate risk. Thank you.
Q: Can I please get comments on Robinhood's latest quarter?
Thank you
Thank you
-
Intuitive Surgical Inc. (ISRG $506.88)
-
Booking Holdings Inc. (BKNG $4,250.26)
-
JPMorgan Chase & Co. (JPM $306.13)
-
RTX Corporation (RTX $197.63)
Q: Please provide an update on Booking. It has languished this past year and now seems to be falling off a cliff like SaaS stocks.
I have make a very good return on it, still, thanks to your recommendation from years back.
Is it still worth keeping in this current environment? What is something I can swap into in the same space that would be less vulnerable to the markets idiosyncraties?
Thank you
Karim.
I have make a very good return on it, still, thanks to your recommendation from years back.
Is it still worth keeping in this current environment? What is something I can swap into in the same space that would be less vulnerable to the markets idiosyncraties?
Thank you
Karim.
Q: What is happening with BKNG?
It is in a free fall. -20% YTD.
Is it time to cut losses.
Thank you
It is in a free fall. -20% YTD.
Is it time to cut losses.
Thank you
Q: Your opinion on buying it now.
Thanks Again
Thanks Again
Q: I see that Morningstar downgraded NBIS from 3 stars to 2 stars. How significant is this for the 3-5 year prospect for the stock? Thanks!
-
ISHARES BITCOIN TR (IBIT $38.26)
-
Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $58.74)
-
BitMine Immersion Technologies Inc. (BMNR $20.44)
Q: Which would you recommend for bitcoin exposure and why?