Q: DHT earnings metrics were up massively, and they increased the dividend for a forward yield of 20%. Rates for their ships for this quarter are almost double the Q just reported. Is this not a pretty solid buy at this point?
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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: Could you please give your opinion of this company and whether or not you feel it would be a good growth buy at this price.
Many thanks as always
Many thanks as always
Q: Hi Guys,
The after market doesn't like the 1Q numbers for AYX. What are your thoughts? I have a full position. Would you recommend hold or sell some or all?
Thanks,
Dennis
The after market doesn't like the 1Q numbers for AYX. What are your thoughts? I have a full position. Would you recommend hold or sell some or all?
Thanks,
Dennis
Q: Hello 5i
Could I have your analysis of Bill.com please?
In January you said you needed to see execution to justify the lofty valuation. They reported Feb 6.
Thanks
Dave
Could I have your analysis of Bill.com please?
In January you said you needed to see execution to justify the lofty valuation. They reported Feb 6.
Thanks
Dave
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Activision Blizzard Inc (ATVI)
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Microsoft Corporation (MSFT $472.12)
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Thermo Fisher Scientific Inc (TMO $587.48)
Q: I currently own both these 2 stocks for a 4% weight and have done well so far. I was wondering if I should sell 1 % of each and then buy MFST for a 2% weight. What do you think the comfortable weight of these 2 stocks should be? What % would you hold in a portfolio if 5i had a US portfolio? Do you feel that there is a better US stock than MFST for purchase at this time for a retired person?
Thanks
Thanks
Q: This large cap active managed ETF has a very low MER, and has help up well. What's your take?
John
John
Q: What sustainable advantages does ROKU have vis a vis its competitors and which 2 or 3 companies are its top competitors?
Q: What do you think of this co. now?
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Adobe Inc. (ADBE $324.19)
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Amazon.com Inc. (AMZN $220.69)
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Salesforce Inc. (CRM $227.11)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $208.28)
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Atlassian Corporation (TEAM $146.28)
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Veeva Systems Inc. Class A (VEEV $244.06)
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ServiceNow Inc. (NOW $813.43)
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The Trade Desk Inc. (TTD $39.65)
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Paycom Software Inc. (PAYC $162.14)
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JD.com Inc. (JD $28.93)
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Rapid7 Inc. (RPD $13.91)
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DocuSign Inc. (DOCU $65.39)
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RingCentral Inc. Class A (RNG $27.29)
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Alteryx Inc. Class A (AYX)
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DexCom Inc. (DXCM $60.23)
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Qualys Inc. (QLYS $143.07)
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Repligen Corporation (RGEN $162.51)
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Match Group Inc. (MTCH $32.27)
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PDD Holdings Inc. (PDD $113.24)
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Palomar Holdings Inc. (PLMR $122.81)
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Five9 Inc. (FIVN $18.94)
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Beyond Meat Inc. (BYND $0.86)
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Chewy Inc. Class A (CHWY $33.29)
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Freshpet Inc. (FRPT $54.00)
Q: I have these companies in my high revenue portfolio. It has been performing well. In these changing times, I find myself switching to companies that have high revenue growth and will not be affected by closure. Any expert thoughts or input would be appreciated.
FRPT - Freshpet is not in your database.
FRPT - Freshpet is not in your database.
Q: Unfortunately I bought shares in AYX in February, near its all time high and have experienced a significant loss. It is off its deepest low since March but even with a 5% increase today it is presently still below its best recovery since then. What is your view on its prospects for when the economy solidifies to a recovery - is theirs the sort of product line that will attract good business? Is there reasonable prospect for upside? I see an answer to a question today referred to it having high risk; is there more down side than upside? If you were me, would you move on? And if so, what would be something with more potential and less risk (I know, those sometimes are seen to be mutually exclusive, but perhaps there is something)? Thanks for your excellent service.
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FLIR Systems Inc. (FLIR $57.34)
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Salesforce Inc. (CRM $227.11)
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Welltower Inc. (WELL $199.93)
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Block Inc. Class A (SQ)
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Atlassian Corporation (TEAM $146.28)
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The Trade Desk Inc. (TTD $39.65)
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Roku Inc. (ROKU $93.32)
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Rapid7 Inc. (RPD $13.91)
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DocuSign Inc. (DOCU $65.39)
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Alteryx Inc. Class A (AYX)
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Match Group Inc. (MTCH $32.27)
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RTX Corporation (RTX $169.68)
Q: From a risk profile point of view, please classify each of the above companies as:
Low risk, average risk, high risk or speculative. Charge as many questions as you feel appropriate.
Thanks. RAM
Low risk, average risk, high risk or speculative. Charge as many questions as you feel appropriate.
Thanks. RAM
Q: Hi folks. In you coverage you say FLIR is Info Tech but your answers say Industrial. Could you please clear this up for me.
Much thanks
Much thanks
Q: Is this a buy now ?
Q: Hi group recently I bought a Canadian bank along with BAC + JP Morgan since then it has gone down every day. The rally appears to be over or at least adjusting what is you view on these 2 banks I am down 10% in the last week- buy sell or hold ? thanks for you views on US banks
Q: This is a company that has no debt, mgm owns 12% and is number 1 on investors website. Would you invest at this time and what is not to like about it. Thank you.
Q: Good morning,
Could you give me the sector revenue breakdown for RTX? How much is commercial vs defense, etc.
TIA
Could you give me the sector revenue breakdown for RTX? How much is commercial vs defense, etc.
TIA
Q: I am only 2% invested in REITs with BPY.UN and FCR.UN but will add more with time and when some consistency returns to market. Looking at my US cash balance I should be taking advantage of this investment market in a 'sane' way for a retired person. I researched this company and from what I read, mainly from Morningstar, it looks fine for me given it is a US dividend aristocrat as of last February and does support my need for cash flow.
May I have your opinion on this company?
Thanks....
May I have your opinion on this company?
Thanks....
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Garmin Ltd. (Switzerland) (GRMN $192.23)
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QUALCOMM Incorporated (QCOM $163.30)
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AbbVie Inc. (ABBV $236.28)
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Pfizer Inc. (PFE $25.04)
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Verizon Communications Inc. (VZ $41.23)
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CAE Inc. (CAE $36.78)
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Badger Infrastructure Solutions Ltd. (BDGI $70.98)
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Magna International Inc. (MG $68.03)
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goeasy Ltd. (GSY $124.43)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.40)
Q: Given the bounce back has been "quicker" than expected, what would be your top 5 US and CDN growth picks ranked in order with a strong management and balance sheet that would be considered "on sale" still from the Covid effects? Given I have a 5-10 year timeframe. Thanks.
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FLIR Systems Inc. (FLIR $57.34)
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General Dynamics Corporation (GD $340.34)
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Roper Technologies Inc. (ROP $443.75)
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Xylem Inc. New (XYL $140.39)
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RTX Corporation (RTX $169.68)
Q: hello 5i:
could you give me 3 ideas for "best in class" Industrial, US stocks? And possibly a short thesis on why you think so. RTX and GD are already owned in this sector.
thanks
Paul L
could you give me 3 ideas for "best in class" Industrial, US stocks? And possibly a short thesis on why you think so. RTX and GD are already owned in this sector.
thanks
Paul L
Q: Hi 5i
Could I have your current thoughts on CGNX please?
Thanks
Mike
Could I have your current thoughts on CGNX please?
Thanks
Mike