Q: Hello 5i team. Laugh if you want, but I'm very tempted to take a small position in Tesla. On the one hand, the stock is up almost 70% in the last six months, they turned a modest profit last quarter as you well know, deliveries are at a record clip, and it definitely has the cool factor. On the other hand it has bled buckets of money for years, quality issues abound, and I'm torn between thinking Elon Musk is a pothead / space cadet, or a genius. Please act as my chamber of sober second thought on this one. Thanks.
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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: What are the tax implications for the spinoff of OTIS and Carrier for Canadians?
i.e. Will they be taxable as income or will the spin-off be eligible under section 86.1 such that the ACB is allocated between the original shares and the spin-offs.
Thanks
i.e. Will they be taxable as income or will the spin-off be eligible under section 86.1 such that the ACB is allocated between the original shares and the spin-offs.
Thanks
Q: Is there anything going on with RUBI or do you think it is just end of year profit taking or tax loss selling for some.
Thanks
Thanks
Q: Looking to invest in the AI arena, what companies would you recommend?
Thanks
Thanks
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Abbott Laboratories (ABT $128.54)
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American Tower Corporation (REIT) (AMT $181.24)
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Crown Castle Inc. (CCI $90.55)
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Honeywell International Inc. (HON $189.99)
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Merck & Company Inc. (MRK $104.63)
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AT&T Inc. (T $25.82)
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Raytheon Technologies (UTX)
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Verizon Communications Inc. (VZ $40.88)
Q: Hi. I'm continuing to transition from overweight CAD stocks to US equities. Could I have your preference (and rationale) for ONE each from the following four dyads:
US Telecom: VZ or T (i.e.,AT&T)
US Healthcare: ABT or MRK
US Real Estate: CCI or AMT
US Industrial: HON or UTX.
Thanks much!
US Telecom: VZ or T (i.e.,AT&T)
US Healthcare: ABT or MRK
US Real Estate: CCI or AMT
US Industrial: HON or UTX.
Thanks much!
Q: I took a 1/2 position in ROKU a couple of weeks ago intending to hold for the long term. I am well represented in the sector already, but it was more of a growth move with some US cash I had sitting there. I'm now down 10% and the CFO has just stepped down, so I'm wondering if I should just cut my loss and wait to see what it does in the next few months, or if you think there is still good reason to hold. Thak-you!
Q: I sold FIW etf as I have the utilities exposure elsewhere. Is XYL attractive here in regards to earnings growth/stability/debt or should I look elsewhere for water exposure? Thanks.
Q: Hello Team,
This stock has taken a large hit lately. With US/China trade looking more agreeable, do you feel this is a good entry point for this company.
Thank You,
Barry
This stock has taken a large hit lately. With US/China trade looking more agreeable, do you feel this is a good entry point for this company.
Thank You,
Barry
Q: Good day,
Which US banks would you recommend for long term hold for some exposure?
Thanks for all the work you do.
Cliff
Which US banks would you recommend for long term hold for some exposure?
Thanks for all the work you do.
Cliff
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Costamare Inc. $0.0001 par value (CMRE $15.27)
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Teekay Tankers Ltd. (TNK $58.11)
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Nordic American Tankers Limited (NAT $3.76)
Q: Hi !
Any views on these maritime transportation stocks ? Is any of them a good buy now or do you prefer others ? Why are they registered in Bermuda or Monaco ?
Have a good day.
Jacques, IDS
Any views on these maritime transportation stocks ? Is any of them a good buy now or do you prefer others ? Why are they registered in Bermuda or Monaco ?
Have a good day.
Jacques, IDS
Q: Hello, great work.
I have $500,000 in 3 diversied accounts. I am wanting to deploy $10,000 next week. Regardless of sector, which stock would you pick to provide the best gains over the next 2-3 years.
Thanks
I have $500,000 in 3 diversied accounts. I am wanting to deploy $10,000 next week. Regardless of sector, which stock would you pick to provide the best gains over the next 2-3 years.
Thanks
Q: Can I get your opinion on 3M? It seems to be mired in a lot of litigation. Is it time to sell and take a loss or should I hold?
Q: What is your opinion on the stock as a turnaround? I know you favour growth as do I but with latest balance sheet moves and valuation- is there an argument for a lower risk investment?
Q: Hello 5i,
Could I have your thoughts on Tyler Technologies?
Thanks
Dave
Could I have your thoughts on Tyler Technologies?
Thanks
Dave
Q: Hello 5i,
Boot Barn seems to be on quite a roll lately.
Can I have your thoughts on its prospects please.
Thanks
Dave
Boot Barn seems to be on quite a roll lately.
Can I have your thoughts on its prospects please.
Thanks
Dave
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Fortinet Inc. (FTNT $80.55)
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Palo Alto Networks Inc. (PANW $185.35)
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Zscaler Inc. (ZS $251.97)
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Rapid7 Inc. (RPD $15.51)
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CrowdStrike Holdings Inc. (CRWD $501.54)
Q: Hello 5i,
Could you please rank these cyber security companies for growth and moderate risk.
Also what would your favorite name in the space be if not listed.
Thank you so much for all you do!!
Dave
Could you please rank these cyber security companies for growth and moderate risk.
Also what would your favorite name in the space be if not listed.
Thank you so much for all you do!!
Dave
Q: Do you still like this name long term? Ia it a hold or maybe sell? Thanks
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Precision Drilling Corporation (PD $84.45)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.87)
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Alteryx Inc. Class A (AYX)
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Zoom Communications Inc. (ZM $84.43)
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CrowdStrike Holdings Inc. (CRWD $501.54)
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Slack Technologies Inc. Class A (WORK $45.20)
Q: Why did SHOP rise so much ( more in percentage than other stocks ) on Friday ? Is it a good time to buy WORK now to gain in 2020 ? Is PD , ZM, CRWD , oversold now ? AYX did not move on Friday which is a good day ?
Thanks a lot for your excellent service.
Thanks a lot for your excellent service.
Q: I think you regard the debt to cash flow ratio as an important gauge of a company's vulnerability to a downturn, so I am combing my portfolio to find the weaker candidates. But I am baffled by ADM's huge negative operating cash flow (and even huger negative free cash flow, of course) in each of its last four quarters (though not in previous years). It reported healthy gross profit and net income in each quarter, and debt has not increased substantially. What's going on?
Q: What are your views on this stock as a long term investment for growth?