Q: Read in today newspaper that China might "elicit damaging retaliation aimed at U.S. technology companies that depend on sales to China, such as Qualcomm". I hold a position in QCOM which is now breakeven. Now wondering - sell this position to avoid a possible headache?....What say you?.....Tom
You can view 3 more answers 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: What’s your thoughts on Uber and Grubhub as companies as well as the potential acquisition of Grubhub by Uber?
Thnx again!!!
Dave
Thnx again!!!
Dave
Q: Can you please provide an update on this company. It is vastly underperforming the tech sector recovery. I keep averaging down my cost base.
What is your outlook for the company?
Is it worth holding. Do you hold it yourself ?
Thank you z
What is your outlook for the company?
Is it worth holding. Do you hold it yourself ?
Thank you z
-
Monster Beverage Corporation (MNST $81.44)
-
PepsiCo Inc. (PEP $166.18)
-
Keurig Dr Pepper Inc. (KDP $28.45)
Q: Hi : What's your view on Monster Beverage? It screens well (based on pre-CoVid data) but I am unsure how its business will be affected by the CoVid situation. Are there other companies in the same space that you like better?
Thanks for your insight,
JohnR
Thanks for your insight,
JohnR
Q: San Diego small cap Sorrento Therapeutics stock exploded on Friday. Sorrento said it's STI-1499 antibody demonstrated 100% inhibition of the COVID-19 virus infection of healthy cells in pre-clinical trials. The company advised full results of the experiment will soon be submitted to a "peer-reviewed publication." A week ago they announced an agreement to work with Mount Sinai Health System on a phase one clinical trial of the retained plasma of 15000 covid patients commencing in Q3.
The company appears to be claiming that STI-1499 at the pre-clinical stage is a cure which they plan to develop as a stand alone treatment as well as the 1st part of an antibody cocktail treatment which they are developing in cooperation with Mount Sinai for the same purpose.
Generally speaking I am an investor, not a gambler but am interested in your views/comments on this company and it's financial situation, which is why I mention the word "gamble". Would you invest/gamble ? on this co. at this stage or sit back and wait for further confirmation of test results.
John
The company appears to be claiming that STI-1499 at the pre-clinical stage is a cure which they plan to develop as a stand alone treatment as well as the 1st part of an antibody cocktail treatment which they are developing in cooperation with Mount Sinai for the same purpose.
Generally speaking I am an investor, not a gambler but am interested in your views/comments on this company and it's financial situation, which is why I mention the word "gamble". Would you invest/gamble ? on this co. at this stage or sit back and wait for further confirmation of test results.
John
Q: I took a look at these two stocks. They've taken a hit, but I think they might be interesting. I would appreciate your opinion please.
Q: Hello 5i team. Trying to make some money on the home fitness hibernation trend. Looking at Nautilus which has quadrupled (how did I miss that ?!?!?) in the last 6 months for my TFSA. The bride says pass, that I should go with Peloton instead, which has a higher profile, whose shares are also on an upward trajectory and which she believes trumps Nautilus in 'the cool factor'. Your insights are always appreciated.
Q: Hello. What’s your opinion on IHRT? Thanks for all you do.
Q: could I have your opinion of glw and payout ratio
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
-
Apple Inc. (AAPL $276.49)
-
Alphabet Inc. (GOOGL $333.04)
-
PayPal Holdings Inc. (PYPL $41.03)
-
Mastercard Incorporated (MA $553.52)
-
Visa Inc. (V $329.95)
-
Block Inc. Class A (SQ)
-
Global Payments Inc. (GPN $70.80)
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