Q: I did believe that " only USA located" energy (oil+gaz) growth stocks were an interesting investment considering certain isolationist tendencies coming in 2025, quite positive US economic performance, and other factors in the unstable world market. I did invest in these 2 Cies this week at a very low point ; after only 3 days, the losses are already 5% and 7% respectively, every single day reaching the lowest value of the year for DVN..Is it a situation of "falling knives" ,or an excessive correction, hold or sell as an impression according to the risk ? thanks for some light in this situation !
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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: 1st Source is claims to be the market leader, what are your thoughts on this one?
Q: Recent thoughts please on CVS?
Thank you,
Brad
Thank you,
Brad
Q: Hi Peter,
Can you please give your initial take the impact of Willow developed by Alphabet on the stock price of NVDA.
The stock price takes into account the future growth of the company, its market share in the growing AI and Quantum computing marketplace with the expectation the earnings will grow significantly to bring down the P/E ratio.
With Willow coming into the market a few years from now, what is the impact on NVDA's dollar price today; in your view?
Regards
Rajiv
Can you please give your initial take the impact of Willow developed by Alphabet on the stock price of NVDA.
The stock price takes into account the future growth of the company, its market share in the growing AI and Quantum computing marketplace with the expectation the earnings will grow significantly to bring down the P/E ratio.
With Willow coming into the market a few years from now, what is the impact on NVDA's dollar price today; in your view?
Regards
Rajiv
- Bank of America Corporation (BAC)
- BlackRock Inc. (BLK)
- Home Depot Inc. (The) (HD)
- McDonald's Corporation (MCD)
- Philip Morris International Inc (PM)
- Vanguard Dividend Appreciation FTF (VIG)
- Vanguard High Dividend Yield Indx ETF (VYM)
- Schwab US Dividend Equity ETF (SCHD)
Q: Please provide a suggestion for an US ETF that invests in basket of US dividend paying stocks such as PM, BAC, HD, MCD, BLK. Thank you
Q: Good morning 5I team: Today's question is on a small cap on the NASDAQ ticker LX. It is in the Consumer Financials space and is a FinTech company. With the continued move to going digital for 'everything' is it time to pull the trigger on this one and take a nibble? Thinking of holding for 1 to two years and adding a little along the way. Would love your thoughts! I fortunately don't need to convert CAN to USD so this isn't a factor in my decision. Thanks!
Q: In a recent answer about DIR.UN you mentioned reports of inventory buildups in the US in anticipation of potential tariffs with the incoming administration. Would PLD be a good way to take advantage of this possible trend? Between PLD and DIR, which REIT do you prefer for the long-term (5+ years)?
- Broadcom Inc. (AVGO)
- JPMorgan Chase & Co. (JPM)
- Altria Group Inc. (MO)
- Williams Companies Inc. (The) (WMB)
- Vanguard Dividend Appreciation FTF (VIG)
- Vanguard High Dividend Yield Indx ETF (VYM)
Q: Hi team, I would like to generate some income in US dollars.
Could you please recommend 2 or 3 dividend paying US stocks, together with a brief explanation as to why you like those companies. I would also be OK with an ETF if you think that is a better way to go.
Thanks as always,
Paula
Could you please recommend 2 or 3 dividend paying US stocks, together with a brief explanation as to why you like those companies. I would also be OK with an ETF if you think that is a better way to go.
Thanks as always,
Paula
Q: Hi,
What do you think of buying Cerebras stock pre IPO? Do you have an opinion on Hiive for that purpose?
Thanks
Rajiv
What do you think of buying Cerebras stock pre IPO? Do you have an opinion on Hiive for that purpose?
Thanks
Rajiv
- Old Dominion Freight Line Inc. (ODFL)
- Uber Technologies Inc. (UBER)
- Jacobs Solutions Inc. (J)
- RTX Corporation (RTX)
Q: Hello Team,
According 5i Portfolio Analysis, I need to increase US Industrials. Could you suggest three names please.
Thank you!
According 5i Portfolio Analysis, I need to increase US Industrials. Could you suggest three names please.
Thank you!
Q: Would you be comfortable holding Applovin for a 3+ year hold? I managed to buy it near the high but I was planning on holding it. I suppose ups and downs go with a high octane stock like this one.
I also wanted to wish everyone a Merry Christmas and holiday season. Thank you for all your help this past year!
Jason
I also wanted to wish everyone a Merry Christmas and holiday season. Thank you for all your help this past year!
Jason
Q: May I have your thoughts on 2 or 3 defensive ETFs, US preferred, with growth potential that also pay a moderate dividend.
With thanks.
With thanks.
Q: Which of these do you think is a better long term hold considering growth and volatility today?
Q: Axon is down over 7% today. Any reason for the drop and would you recommend hoding on to the stock. Any comments you have on the company would be appreciated. Thank You.
Q: Hotel REITs. Are there any either US or Canada or exNA that you would consider investable for a balanced non-reg account?
Q: Greetings 5i,
Ive held APO for several years now and have enjoyed a nice run. However the position is becoming overweight and I may begin trimming. Today I read that APO will be added to the SP500 Dec23 and as far as I understand, when companies are added to indexes they experience an increase in valuation as being listed on Indexes require ownership by ETFs that reflect that INDEX. In this case would you wait and capture some upside with this listing or trim now?
Cheers!
Ive held APO for several years now and have enjoyed a nice run. However the position is becoming overweight and I may begin trimming. Today I read that APO will be added to the SP500 Dec23 and as far as I understand, when companies are added to indexes they experience an increase in valuation as being listed on Indexes require ownership by ETFs that reflect that INDEX. In this case would you wait and capture some upside with this listing or trim now?
Cheers!
- Elevance Health Inc Com (ANTM)
- UnitedHealth Group Incorporated (DE) (UNH)
- Elevance Health Inc. (ELV)
Q: Thoughts on these insurers. Buy, sell or hold and why. Thank you!
- Quanta Services Inc. (PWR)
- BWX Technologies Inc. (BWXT)
- Constellation Energy Corporation (CEG)
- NuScale Power Corporation Class A (SMR)
Q: hello 5i:
who would be the companies you judge to lead SNR (Small Nuclear Reactor) production?
thanks
Paul L
who would be the companies you judge to lead SNR (Small Nuclear Reactor) production?
thanks
Paul L
Q: Could I please get your thoughts on Apple’s recent announcement that they will start using their own inhouse developed modem to replace the presently used Qualcomm modem. I presently have a 50% gain. At this time would you recommend Sell, Hold or Buy. Thanks … Cal
- iShares Russell 2000 Growth ETF (IWO)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Vitalhub Corp. (VHI)
- WELL Health Technologies Corp. (WELL)
- Goosehead Insurance Inc. (GSHD)
- Construction Partners Inc. (ROAD)
- iShares Core S&P Small-Cap ETF (IJR)
- BMO S&P US Mid Cap Index ETF (ZMID)
- Shift4 Payments Inc. Class A (FOUR)
- Cellebrite DI Ltd. (CLBT)
- Propel Holdings Inc. (PRL)
- Nebius Group N.V. (NBIS)
Q: Hi Team,
What would be some of your best ideas in the small/ mid cap space today either US or CND that you see having the best potential over the next decade (medium risk). Or alternatively if I wanted to play it safer what US based etf would be suitable to play the theme here assuming small and mid caps will show outperformance in the next few years? I am leaning towards the US sector as outperforming canada at least in the next few years.
Shane.
What would be some of your best ideas in the small/ mid cap space today either US or CND that you see having the best potential over the next decade (medium risk). Or alternatively if I wanted to play it safer what US based etf would be suitable to play the theme here assuming small and mid caps will show outperformance in the next few years? I am leaning towards the US sector as outperforming canada at least in the next few years.
Shane.