Q: could I have your opinion of glw and payout ratio
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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: Is Quidel worth owning on its merits -- quite apart from the diagnostic testing that's given it an incredible pop in the last month? As a health care play, would you prefer this one over Teladoc, (TDOC) for instance. I realize they are not "exactly equivalent" in terms of their intrinsic businesses, but I am looking for solid growth story in the health field.
Q: This name seems to have good earnings and is also working on Covid meds so there's that potential as well. May I have your thoughts please?
Jason
Jason
Q: I'm trying to understand the complicated US Health Care system! Are HUM and UNH competitors? From a stock purchase perspective, would you be buyers of either/both these companies? If not them, what are your favourite health care stocks in the US?
Thanks!
Thanks!
Q: Hi 5i team,
I follow a number of the stay-at-home stocks but question their valuations and wonder about their staying power. One that has been on my watchlist for awhile is CHGG. The stock price jumped recently after a very strong earnings report, so I may have missed the run. It is gathering analyst support for its on-line education platform for courses, tutoring and reference material for high school and college students. With a number of universities in Canada and the U.S. keeping campuses closed at least until the January semester, does CHGG have some staying power for its on-line educational services? What are your thoughts on CHGG?
Thanks again for the insight.
Dave
I follow a number of the stay-at-home stocks but question their valuations and wonder about their staying power. One that has been on my watchlist for awhile is CHGG. The stock price jumped recently after a very strong earnings report, so I may have missed the run. It is gathering analyst support for its on-line education platform for courses, tutoring and reference material for high school and college students. With a number of universities in Canada and the U.S. keeping campuses closed at least until the January semester, does CHGG have some staying power for its on-line educational services? What are your thoughts on CHGG?
Thanks again for the insight.
Dave
Q: Can you please comment on this security. It has been crushed as of late. Please comment on the strength of their online business, and balance sheet. Do you feel they will be a survivor. Is this a compelling buy?
Thank you
Thank you
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Apple Inc. (AAPL $278.85)
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Alphabet Inc. (GOOGL $320.18)
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PayPal Holdings Inc. (PYPL $62.69)
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Mastercard Incorporated (MA $550.53)
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Visa Inc. (V $334.44)
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Block Inc. Class A (SQ)
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Global Payments Inc. (GPN $75.76)
Q: Hi, I'm looking to add to the fintech world. I'm sure online purchases and contact-less (cash less) payments only continue to increase.
What is your favorite growth stock in this category (1) overall, and (2) one that is well positioned to succeed in both the physical space (contact less at stores) and online (web payments).
C.
What is your favorite growth stock in this category (1) overall, and (2) one that is well positioned to succeed in both the physical space (contact less at stores) and online (web payments).
C.
Q: Please comment on Cisco's earnings. Is right now a good entry time for the long term investment? If not, what are other options for the same theme or group? Thank you!
Q: Can you please give me your opinion on this US mask manufacturer. I would have thought it would be performing better in this environment. Please advise if this is good opportunity to buy now. Thanks
Q: Peter and His Wonder Team
Guess is a clothing company which caters to the young and trendy. It is international and has a high visibility brand name. I know retail is devastated and there will be bankruptcies large and small. However people still need cloths. On the plus side they have a strong international footprint, there online marketing is strong and there clothes are most affordable for there young clientele.So I am wondering if this company has what it takes to survive this crisis. I do own this stock and of course am underwater. So I wonder what to do...double down at such a low price, just do nothing or run from retail. Your thoughts are always of great value for retail investors as we manage our portfolios...thank you immensely.
Guess is a clothing company which caters to the young and trendy. It is international and has a high visibility brand name. I know retail is devastated and there will be bankruptcies large and small. However people still need cloths. On the plus side they have a strong international footprint, there online marketing is strong and there clothes are most affordable for there young clientele.So I am wondering if this company has what it takes to survive this crisis. I do own this stock and of course am underwater. So I wonder what to do...double down at such a low price, just do nothing or run from retail. Your thoughts are always of great value for retail investors as we manage our portfolios...thank you immensely.
Q: Can you please give me your opinion of their latest earnings, valuation and prospects? Looking to get back in the name but feel it's always going to be expensive. Thanks
Q: Can you please offer me your opinion on this security. Is it a compelling buy to you?
Thanks
Thanks
Q: Hello,
What are your thoughts on WFC and US banks? Will they be forced to cut their dividend if we have negative interest rate in the US?
Thanks!
What are your thoughts on WFC and US banks? Will they be forced to cut their dividend if we have negative interest rate in the US?
Thanks!
Q: Thx for your terrific service.
Could you please give a brief thesis on two of your growth favourites AVLR and VEEV? Could you please quickly discuss barriers, valuation, growth, risks.
TIA
Could you please give a brief thesis on two of your growth favourites AVLR and VEEV? Could you please quickly discuss barriers, valuation, growth, risks.
TIA
Q: WBA: this one is driving me crazy - I have held for a long time. Last 4 Q beat except for one previous to the April report. I keep thinking I should add to my position. You would think pharmacy would be doing well during this panic crisis? I know people were worries about Amazon; but, quite frankly, it has not panned out. Any analysis you have would be appreciated. Maybe, I should sell and buy technology - already own IGM Etf - had for 3 years.
Q: Hi Team,
I like to buy stocks in tranches of 3 to give me time to further evaluate from time and new information. If a stock experiences incredible growth in between I find it hard to revalue as I generally don't expect exponential growth. How or what do you do with a stock that has run far higher than you expect before you get to your full book position? My example is DocuSign which I got my initial position at 45 and in 6 months now at 120 (which is great). I see you like Docu even at these levels, do I just buy the remainder of what would be a full position and not think about my initial price (which tends to anchor in my mind)
Thanks! My first 5i question!
Allan
I like to buy stocks in tranches of 3 to give me time to further evaluate from time and new information. If a stock experiences incredible growth in between I find it hard to revalue as I generally don't expect exponential growth. How or what do you do with a stock that has run far higher than you expect before you get to your full book position? My example is DocuSign which I got my initial position at 45 and in 6 months now at 120 (which is great). I see you like Docu even at these levels, do I just buy the remainder of what would be a full position and not think about my initial price (which tends to anchor in my mind)
Thanks! My first 5i question!
Allan
Q: Hi 5i,
Can you add Everbridge EVBG to your companies database? Also, make a few comments on the company's growth potential?
TIA!
Can you add Everbridge EVBG to your companies database? Also, make a few comments on the company's growth potential?
TIA!
Q: Hi 5iTeam,
Given the announcement this past Monday by PNC Financial Services that is exiting its investment in BlackRock Inc. and that BlackRock has agreed to buy back shares worth $1.1billion, how do you think this is going to affect BlackRock's share price going forward.
Cheers,
Given the announcement this past Monday by PNC Financial Services that is exiting its investment in BlackRock Inc. and that BlackRock has agreed to buy back shares worth $1.1billion, how do you think this is going to affect BlackRock's share price going forward.
Cheers,
Q: Would appreciate your analysis on this company.
Q: Hi 5i team,
Stock has beaten down a lot from March, Is this a good entry point?
Stock has beaten down a lot from March, Is this a good entry point?