Q: Thoughts on the RBRK quarter. Would you be adding now or is it getting too expensive? When do they expect to be profitable?
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: In our early 80s with RRIFs.
We have little to no exposure to any of the sub sectors in Materials and I have funds to deploy there, mostly US$.
We are looking for something with a reasonable dividend and some growth expected.
Please recommend several stocks that might fit into these sub sectors at this time.
We have little to no exposure to any of the sub sectors in Materials and I have funds to deploy there, mostly US$.
We are looking for something with a reasonable dividend and some growth expected.
Please recommend several stocks that might fit into these sub sectors at this time.
Q: What do you think of the latest acquisition - is it accretive to earnings? How does the new company work w/in their strategy?
It looks positive but after an initial move up on the day of the acquisition it started to drop in late day trading and then on Friday it dropped even more. This was despite a couple of analysts reiterating their price targets and 'buy' ratings.
This stock has been trading down since last earnings despite a good quarter - any reason to be worried?
It looks positive but after an initial move up on the day of the acquisition it started to drop in late day trading and then on Friday it dropped even more. This was despite a couple of analysts reiterating their price targets and 'buy' ratings.
This stock has been trading down since last earnings despite a good quarter - any reason to be worried?
Q: Thoughts on LULU’s big drop? Is this something you would step into?
Q: Good morning, I recently had someone ask me about Quantum computing. They are interested in this stock as a short speculative play. The stock recently traded under a dollar and is relatively small. What do you think of the stock and is there any others in the space that are more desirable?
Q: what is the current P/E ratio for SRAD? how does this compare with the 3 prior corporate year ends? who are SRADs major competitors? does SRAD have a technology that is difficult to copy? who are SRADs major customers? thanks Richard
Q: I have a 4.7% position in Intuitive. 10 years from retirement with a long term horizon and can handle volatility. What’s your thought on brining this up to a 5.5% position based on today’s volatility? I’m torn as I added it as a 3% position that has done exceptionally well. What would you do if it were you? Thanks.. as always, I appreciate your logical approach to investment decisions and the vast insights provided over the last 7 years.
Q: Any thoughts on SEZL? I purchased a few shares before the recent run-up. Is there any chance it will continue to appreciate? Or perhaps go for Affirm or OPFI instead? Thanks.
Q: We needed to trim our position of Broadcom in a TFSA but instead of selling some we sold calls 18 days out at $15 above the price. We didn't notice the earnings date nor did we expect the stock to jump approx. $20 above the call price (since decreased). We intend to buy some back. Would you buy a full position at this time? Look for a dip? Is the earnings date usually something to be concerned about when selling covered calls?
Thank you
Thank you
Q: What is your opinion of GMRE and its competitors? Is GMRE "bottoming" and capable of a turnaround?
-
Coinbase Global Inc (COIN $227.73)
-
Robinhood Markets Inc. (HOOD $105.78)
-
Nebius Group N.V. (NBIS $99.29)
-
eToro Group Ltd. (ETOR $30.81)
Q: Any thoughts on etoro? I know it is still relatively new and you like for a few quarters before investing in new IPOs. HOOD has done really well, could etoro follow in the same path? Would you be a buyer currently in hood or etoro? Also, do you like NBIS after this recent jump in price? Thanks!
Q: May I have your opinion on : ALT5 Sigma Corporation Common Stock (ALTS), is there grow potential ?
thanks
thanks
Q: I recently sold AMD to harvest a tax loss with the intention of repurchasing it after 30 days, however I am not rethinking the strategy and buy NVDA instead as it seems to have stronger prospects. In effect, which of these two companies do you think is a better investment today?
Thank you
Frank
Thank you
Frank
-
Freeport-McMoRan Inc. (FCX $60.07)
-
Mosaic Company (The) (MOS $27.03)
-
Newmont Corporation (NEM $118.94)
-
Sherwin-Williams Company (The) (SHW $346.96)
-
Eagle Materials Inc (EXP $226.18)
-
Steel Dynamics Inc. (STLD $171.81)
Q: Hi 5i, my portfolio is lite on material stocks. In Canada I do own AEM, NTR and Russel as these have a dividend. Can you suggest some Materials that trade on the NYSE that have a decent dividend. Your help is appreciated.
Q: I purchased my initial position at $42 just prior to the Deepseek (of course!) news and have held on since. I am wondering about adding due to your recent commentary re:good balance sheet, new analyst coverage, positive momentum, very cheap valuation vs peers and strong business model. I know you don’t support ‘back up the truck’ emotional statements but I’m wondering if this might be another 5i example of getting into a potential multi-bagger in the early stages. Could you please comment on NBIS’ potential 3-5 years down the road. Thanks so much for your expertise!
Q: The stock has had a good recovery. What do you see in its future?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: With small companies I often check the quality of their web portal. ZOOMD doesn't impress me; some links don't work. They don't list a phone number in the contacts. Their address appears to be a law firm. Is the Toronto address just a front? I don't mind if the company is based in Israel but they shouldn't hide it. Ex-ceo has lots of shares to sell even if half is via controlled sale.
They had some big organizations as customers but i wonder how sticky these contracts are. And if not, why is that? Do you have any insights into it?
They had some big organizations as customers but i wonder how sticky these contracts are. And if not, why is that? Do you have any insights into it?
Q: Hi Peter and team,
What's going on with Costco today, down 2.5%?
Cheers and thanks for your help.
H
What's going on with Costco today, down 2.5%?
Cheers and thanks for your help.
H
Q: Up 550 percent on my position. Have already trimmed once.
'Analyst' outlooks vary from a 75 percent drop to 'the ride up is just beginning'.
What is your best assessment of this stock? What would you do?
I have major fomo. Maybe a partial trailing stop loss? Thanks
'Analyst' outlooks vary from a 75 percent drop to 'the ride up is just beginning'.
What is your best assessment of this stock? What would you do?
I have major fomo. Maybe a partial trailing stop loss? Thanks
Q: Can you please comment on Cerence's financial performance - balance sheet and income statement - as well as their future prospects given the heightened focus on AI and autonomous driving that may be getting a boost from the loosened regulatory demands south of the border. A buy?