Q: Greetings Ryan and 5i Team, would appreciate to have your opinions and comments re this Co. earnings, dividends and guidance for the year. Thanks, Catherine
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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: Happy Valentines to all.
Cognex has been dropping and or rocky over the last few months. I know they report tomorrow. I own it and like it but would like your suggestions on buying more, shaving, or just holding for know? Do you have more insight as to their reporting tomorrow? I have a full weight but am not adverse to going a bit higher.
Thanks for keeping us on track during this volatile time. cheers
Cognex has been dropping and or rocky over the last few months. I know they report tomorrow. I own it and like it but would like your suggestions on buying more, shaving, or just holding for know? Do you have more insight as to their reporting tomorrow? I have a full weight but am not adverse to going a bit higher.
Thanks for keeping us on track during this volatile time. cheers
- Invesco Aerospace & Defense ETF (PPA)
- iShares U.S. Aerospace & Defense ETF (ITA)
- SPDR S&P Aerospace & Defense ETF (XAR)
Q: Hi,
I am thinking that the recent drop may present an opportunity to enter into the US Aerospace & Defense sector at a bit of a discount. Is it better to use ETFs, or choose one or two top rated stocks? I don't know how you compare the costs of ETFs and could use a primer on what to look for / what to avoid when considering them, as I mostly use stocks or debentures.
As always, we appreciate you're thoughts and insight.
Dawn
I am thinking that the recent drop may present an opportunity to enter into the US Aerospace & Defense sector at a bit of a discount. Is it better to use ETFs, or choose one or two top rated stocks? I don't know how you compare the costs of ETFs and could use a primer on what to look for / what to avoid when considering them, as I mostly use stocks or debentures.
As always, we appreciate you're thoughts and insight.
Dawn
Q: Hi,
I've been watching this stock for quite some time and recent earnings seem to be well received, with other followers seeing significant upside. I know it's a US company, but your quick opinion (management performance, upside potential and timeframe) would be appreciated along with why their product seems so good?
Cam.
I've been watching this stock for quite some time and recent earnings seem to be well received, with other followers seeing significant upside. I know it's a US company, but your quick opinion (management performance, upside potential and timeframe) would be appreciated along with why their product seems so good?
Cam.
Q: Do you like this etfs can you please explain the difference between iwo and iwd. Thanks. Alnoor
Q: Is Broadcom still a Singaporean company today? There has been reports in the news media around November 2017 that Trump announced "he" is moving it back to the USA. I hold a significant position in my RRIF. If it is a USA company today, I will have to pay U.S. estate taxes if I die. I will need to sell my position before that happens. Can you look into it's current home country? Is there a reliable website I can go and check the home country of Broadcom from time to time? Thanks.
Q: In your response to a previous question, I looked at ANET and am certainly impressed with it...I have a scoring process I use to assess stocks and it scored in the top three along with Kinaxis and Facebook.
However, it also has a short life as a public stock and has not been through a downturn. I'm less concerned about what the stock price would do through a serious downturn and more interested in management's ability to manage through it and for their product to remain in demand.
What are your thoughts on management and product "stickiness"/uniqueness? Who, on their board has lots of experience and respect?
Thx,
Cam
However, it also has a short life as a public stock and has not been through a downturn. I'm less concerned about what the stock price would do through a serious downturn and more interested in management's ability to manage through it and for their product to remain in demand.
What are your thoughts on management and product "stickiness"/uniqueness? Who, on their board has lots of experience and respect?
Thx,
Cam
Q: What are your thoughts on Xilinx. Is at a buy at this time and would you prefer any other stocks you like better in this sector. Thanks for your analysis.
Q: What kinds of companies are likely to do well in an environment marked by rising rates and inflation? I’d like to make sure my investments keep growing. If you could offer a few names in Canada and the USA, that would be much appreciated. Thanks.
Q: Looking at TAP. Since your last comment, valuation improved. But looking at long term chart, BUD shows better stock price return and higher current yield.
Which would you choose now, and how strong would be the case to buy that kind of stock in your portfolio in this valuation reset of the markets?
Thanks for your help
Which would you choose now, and how strong would be the case to buy that kind of stock in your portfolio in this valuation reset of the markets?
Thanks for your help
Q: Thoughts for a 3-5 year hold? Is it more "defensive" than the overall sector bc of the types of drugs they make?
- Activision Blizzard Inc (ATVI)
- Netflix Inc. (NFLX)
- Caterpillar Inc. (CAT)
- The Walt Disney Company (DIS)
Q: Dear 5i
How does the earnings growth look for DIS , NFLX , ATVI , EA and CAT over the next 2 years ? Is the gaming space a good place to be . This seems to be a popular and growing area .
Thanks
Bill C.
How does the earnings growth look for DIS , NFLX , ATVI , EA and CAT over the next 2 years ? Is the gaming space a good place to be . This seems to be a popular and growing area .
Thanks
Bill C.
- BlackRock Inc. (BLK)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
Q: Hello,
One of largest positions are Alibaba along with Berkshire about 6% each. With Ant financial planning an IPO..does it make sense for me sell some BABa and invest in ANt.
Black rock along with being one of the largest investement companies is now trying to do something in the model of Berkshire. Would this be a good time to start a position on BLK.
Thanks very much for your guidance.
Shyam
One of largest positions are Alibaba along with Berkshire about 6% each. With Ant financial planning an IPO..does it make sense for me sell some BABa and invest in ANt.
Black rock along with being one of the largest investement companies is now trying to do something in the model of Berkshire. Would this be a good time to start a position on BLK.
Thanks very much for your guidance.
Shyam
Q: What do you think of this company for US financial exposure and a play on rising rates? Is the valuation / growth outlook compelling? Thanks
Q: A U.S. listing,esio,but any comments you might have would be appreciated.Thanks.
Q: What are your feelings about TWTR?
Q: Could I please have your opinion on this company as to if it is investable or not. Thank You. JACK
Q: Hello
I would like to buy an industrial stock and a financial stock in the US. Could you give me a couple suggetsions
Thank you
I would like to buy an industrial stock and a financial stock in the US. Could you give me a couple suggetsions
Thank you
Q: Good day,
Grateful for your views on Nuance Communications (nuan-q). I understand they have a promising technology of artificial intelligence to allow you to talk to your car, with an advance on Amazon, Google and Apple. BMW would apparently be about to use this technology. And it seems undervalued presently.
Have a good day,
J.D.
Grateful for your views on Nuance Communications (nuan-q). I understand they have a promising technology of artificial intelligence to allow you to talk to your car, with an advance on Amazon, Google and Apple. BMW would apparently be about to use this technology. And it seems undervalued presently.
Have a good day,
J.D.
Q: I own both of the above and am still above water, but they are not holding up well in this current environment, so should I hold or move out.. If so do you think intc is worth pursuing or some other stock perhaps would be better going forward.
Another question HD is another stock similar position, what do you think buy,sell or hold. If buy what would you replace it with. Thanks.
Another question HD is another stock similar position, what do you think buy,sell or hold. If buy what would you replace it with. Thanks.