Investment Q&A

Q: Hi, looking for a quick review of the outlook for Jacobs please, and thoughts on the huge drop this morning. Thanks!

Q: Of the currently available CDR’s what would be your top 5 picks, ranked one through five, from a total return standpoint for a long-term hold (10-15 years)? Thanks.

Q: Hi there, what would be your top picks in the Data Centre infrastructure space (real estate, utilities power, industrial, technology etc) for 3-5 years.

Ok thanks

Rob

Q: I own shares in these health care products. I'm down on some of them and OK on others. Please list your order of preference. Best first. Would you sell any of them ?
List any others you would recommend in this field . Thanks.

Q: Q: Hi 5i team,

What would be your current 5 best (highest conviction) US buys “in order” in each of the following categories please.
1. small cap
2. mid cap
3. Large cap
Hold target is 5- 10 years.

Thank you

Q: I currently hold full positions in NVDA and VRT. I'm considering adding a half position in AVGO, but wondering if that's too much concentration in closely related sectors. Would you hold all of these stocks or look for greater diversity?

Q: Is Oxford Square Capital worth consideration as an income stock? Are there other similar firms that are, perhaps, better currently positioned?
Thanks for your insights!
David

Q: Hello, can you please provide your top 5 small cap recommendations based in the US? Thanks.

Q: Can you recommend a hedged ETF that follows the S&P 500, but not with the Magnificent 7 having a lot of weight, as I feel these are overbought? I really like ZUE but it has too much Magnificent 7. Looking for 10% appreciation first year including both capital appreciation and dividends.

Q: I’ve considered NVO and LLY somewhat equivalent due to their exposure to obesity drugs. Is there an opportunity to sell some LLY to buy more of NVO because it has underperformed lately?

Q: Hi,
I reviewed Q&A on INTC post "melt down"! I can understand your words of caution.

My question is based on a recent comment by a guest on BNN Bloomberg (Mark Sebastien) who said that INTC's fabrication unit alone is worth 22$. With QCOM and hedge funds circling around and the technical pattern indicating the possibility of island gap reversal, worth taking a small position for a quick 20-30% profit?
(22 to 30$ jump).

Am I dreaming or being delusional?!

Q: Visa fell yesterday (because of DOJ's accusation?). How significant do you think this is?

Q: Can you provide your latest thoughts on MRVL. It seems to be gathering speed. What say you?

Q: Hi Team,
What entry price would be good to initiate a position in TMDX?
Knowing you don't give personal advice how high of a weight would YOU be comfortable holding it?
My other healthcare holdings are LLY and ISRG. How would you rate all three in terms of projected growth and risk level?
Thank you

Q: Hi gang,
I’m looking to buy copart. Any suggestions? What is the upside from here. ?
Thanks. Alnoor

Q: According to your people at 5i Research, the fact that a stock is considered to be expensive is not a reason for an investor not to buy it. You have argued that the stock can continue to remain expensive throughout its climb to higher and higher prices. A stock that exemplifies your position is Constellation Software (CSU). On the other hand, Shopify (SHOP) was also considered expensive in its heyday and then declined dramatically in early 2022. What aspect (or aspects) in SHOP’s case made it more vulnerable to a sharp decline compared to CSU?

I ask this because I’m considering buying shares in TransMedics Group (TMDX) which you have described as a high quality business but “expensive on valuation” (August 28, 2024). In your opinion, will TMDX have the same consistent growth curve as CSU or is it more like SHOP and should therefore be considered as having a higher probability of falling off a cliff at some point in near future?

Q: Thoughts on investing in Serve Robotics (SERV: Q) as a complement to UBER, with potentially greater upside, for investing in robotic delivery systems.

Q: Hi 5i,

Thank for your previous answer to my question on potential US stocks to look at for potential investment.

Out of the list provided I am interested in potentially investing in: DLR; RTX; LULU

In the event of a "pull-back" in stock valuations that may or may not come, what would you consider to be a good entry point for these stocks. I am long term 5+ year investor and I am ok with high risk.

Thank you,

Greg C.

Q: With the downgrade Microsoft has been dropping these last few days. Is this worrisome, should I take my profit and run or will this calm down and Microsoft will resume gaining? I take it there is nothing wrong with the company, just market sentiment which will change with a little time.

Q: Hi gang,
Can you suggest me ntnx or net? What would be a safer bet. ? Who are their competitors?
Thanks. Alnoor