Q: I have done very well with my Blackstone holding in recent months, having bought it in the high-20s. I still think there is upside to the mid-40s, but toying with the idea of taking some profit (maybe selling 30-50%) and buy Boeing with the proceeds. I think Boeing will figure out the 737, and continue to think it is a worthwhile addition as a core US$ large cap holding. Would be curious to hear your views on both names at this stage. Thank you.
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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: Peter and His Wonder Team
Flex just reported Quarterly results. Please give me your opinion. Thanks!
Flex just reported Quarterly results. Please give me your opinion. Thanks!
Q: Your thoughts on earnings please. Twilio seems well received, Zendesk not so much.
Thanks Peter.
Thanks Peter.
Q: Hello,
Could you please comments on SQ earning results. The outlook seems weaker than expectation. Do you still like it? Should I sell and move on?
Thanks
Victor
Could you please comments on SQ earning results. The outlook seems weaker than expectation. Do you still like it? Should I sell and move on?
Thanks
Victor
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Block Inc. Class A (SQ)
Q: I need to reduce my tech holdings, especially over the top with SHOP, but not complaining. Would you please give me your best momentum stocks, Canadian or US in any sector other than tech? I can tolerate some risk. Many thanks.
Q: I am trying to clean up smaller positions and have held this for a few years. What is your opinion of Middleby? Should it stay or should it go?
Q: Could you give an opinion of this IPO.
Also, re BYND - I can't get a quote on the TD website.
Any suggestions?
Also, re BYND - I can't get a quote on the TD website.
Any suggestions?
Q: HI 5i Team,
Pls comment on Seagate Technology earning , outlook, and future growth.
The stock looks cheap, is it a value trap?
Would you recommend a buy?
Thank you for your excellent service as always.
Pls comment on Seagate Technology earning , outlook, and future growth.
The stock looks cheap, is it a value trap?
Would you recommend a buy?
Thank you for your excellent service as always.
Q: What’s your opinion on Pinterest (Pins) now that it has successfully IPO’d and seems to be settling in around the $33.00 range?
Thnx
Thnx
Q: How bad were its earning report?
Q: Between the two which would you purchase today for pure growth? Would you consider one safer than the other?
Q: Thank you for your article on Canadian stocks that pay US dividends. A substantial portion of my investments are in US dollar stocks and a US money market fund. Would ZUS.u provide a good alternative to a portion of the money market fund. It pays over 3% but it does seem very large and is relatively new. Can you suggest any other US$ fixed income alternatives?
Q: I recently took profit in my TSFA US holdings. Which 2-3 US companies would be your recommendation?
Q: Google is a frustrating stock, although I think it is under-rated and continue to have faith in it. But just when it reaches a new high, it pulls back again. Slow and steady seems to be the name of the game with this one. This sell-off seems overdone to me. The miss mostly due to the fine so why would anyone sell? Your thoughts on earnings?
Q: I'm looking for a 'reasonable' way to approach the 5G world as it rolls out over the next few years. With so much being said about this technology, is there a way to approach this with Canadian companies? While the companies I note are not really comparable I mention them only as potential candidates to look at. Would you see an investor better off to be in a large cap such as BCE or lean towards a small cap such as BYL? Would the cable companies be worth a look? What other companies are likely to benefit from the 5G rollout that you would suggest looking at? I am comfortable with risk so small cap and volatility is ok.
I'm more interested in what companies I should be researching and potentially adding to my portfolio.
Thanks
I'm more interested in what companies I should be researching and potentially adding to my portfolio.
Thanks
Q: Please comment on the financial , is it a buy at current $ 52.55 price?
Thanks.
Thanks.
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Equinix Inc. (EQIX)
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American Tower Corporation (REIT) (AMT)
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Crown Castle Inc. (CCI)
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Digital Realty Trust Inc. (DLR)
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SBA Communications Corporation (SBAC)
Q: I am looking for investing in one of the cell tower real estate in the USA. I would appreciate to know which one among the following would be better options now.
AMT, CCI, EQIX, DLR, SBAC
AMT, CCI, EQIX, DLR, SBAC
Q: Hello, can you compare Cypress to other semiconductor companies? Also which are your top two in the space.
Thank you!!
Dave
Thank you!!
Dave
Q: Can I have your view of Boston Scientific in regards to their debt,profibility and products moving for ward for a long term hold?
It is an American and I understand you may not follow this company.
Thanks.
It is an American and I understand you may not follow this company.
Thanks.
Q: Can I get your take on Vertex in light of the political implications of medicare in the U.S.
Carl
Carl