Q: Could you give an updated assessment of this company please? Thank you.
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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: Hello Folks:
I have owned Pepsi for a number of years.
Do you feel it worth keeping, or would you suggest other choices. Pepsi and MacDonalds are my only food industry holdings.
Thanks for everything
brian
I have owned Pepsi for a number of years.
Do you feel it worth keeping, or would you suggest other choices. Pepsi and MacDonalds are my only food industry holdings.
Thanks for everything
brian
Q: Morning 5i
I know Amazon has caused some downward pressure on FDX and UPS of late but I'm thinking if Amazon gets into this business it will likely take years in developing the logistics and infrastructure meaning that FDX and UPS will have to be relied upon for at least several more years .As an essential service they're businesses should still thrive still with solid earnings . Both stocks seem to be doing ok recently as well .
Would you have any issues in investing in either of these two stocks at this time .
Thanks
Bill C
I know Amazon has caused some downward pressure on FDX and UPS of late but I'm thinking if Amazon gets into this business it will likely take years in developing the logistics and infrastructure meaning that FDX and UPS will have to be relied upon for at least several more years .As an essential service they're businesses should still thrive still with solid earnings . Both stocks seem to be doing ok recently as well .
Would you have any issues in investing in either of these two stocks at this time .
Thanks
Bill C
Q: Please comment on the AQN announcement today.
Q: Your thoughts on BKNG (Booking Holdings) right now? Is it a buy despite its high share price? Thank you.
Q: Your comments please on Netflix's latest earnings and opinion on the stock.
Thank you
Thank you
Q: Hello 5I/Peter
I own BAC shares and all the bank shares have dropped on Friday with JPM & Citi Group reporting good earnings. What are your thoughts ?Are the bank stock a good sector to be in ?
Thanks
Claudio
I own BAC shares and all the bank shares have dropped on Friday with JPM & Citi Group reporting good earnings. What are your thoughts ?Are the bank stock a good sector to be in ?
Thanks
Claudio
Q: ANET getting killed this morning down over 10 percent. probably in part due to the downgrade. Is growth story still intact or is competition killing it? still a buy/hold or is it time to sell?
TIA!
TIA!
Q: What is your opinion of JPM and the latest results? Buy, Sell or Hold?
thanks, cathy
thanks, cathy
Q: Would you view KHC as a buy at current prices? They are controlled by 3G Capital and Berkshire Hathaway.
Q: Thoughts on latest quarter and related news release ? Any hope for a recovery ? Is this overdone ?
Q: Do you feel XON has turned a corner? Q4 numbers seemed generally positive. Maybe they have now beat expectations 2 quarters out of 8! (Ouch) Has their short position and insider ownership changed? I am standing on the sidelines but thinking of initiating a position to no more than 1.5% weighting. Any other comments you think are appropriate would be appreciated.
Thanks as always.
Jim
Thanks as always.
Jim
Q: Hi team,
It looks like questions are slowing down these days with the volatile markets so I think it is time for me to use another credit. I am a tech guy and read your answers on SPOT with interest. I am tempted to pull the trigger but have been holding back. Years ago, I held Netflix but sold out way too early as the earnings and subscriber metrics were all over the map (look where it is today). The main problem I had with Netflix was that it was paying all these movie/TV companies for access to content. These days it is creating its own movies and TV series and now has some control over it, despite the billions it is spending on it each year.
I have the same issue with SPOT but more so. SPOT has to pay all the musical artists in order to broadcast their songs. How can SPOT overcome the content hurdle like Netflix is doing? I can not see it hiring bands to compose songs and hope the songs become popular.
In your SPOT answers you say it is a sitting duck for NFLX and maybe DIS, AMZN, GOOG, AAPL and others. I was really surprised by the takeover spin as you have never in the past offered that up as a reason for purchase a stock.
I am confused on your buy thesis for SPOT.
Thanks again,
dave
It looks like questions are slowing down these days with the volatile markets so I think it is time for me to use another credit. I am a tech guy and read your answers on SPOT with interest. I am tempted to pull the trigger but have been holding back. Years ago, I held Netflix but sold out way too early as the earnings and subscriber metrics were all over the map (look where it is today). The main problem I had with Netflix was that it was paying all these movie/TV companies for access to content. These days it is creating its own movies and TV series and now has some control over it, despite the billions it is spending on it each year.
I have the same issue with SPOT but more so. SPOT has to pay all the musical artists in order to broadcast their songs. How can SPOT overcome the content hurdle like Netflix is doing? I can not see it hiring bands to compose songs and hope the songs become popular.
In your SPOT answers you say it is a sitting duck for NFLX and maybe DIS, AMZN, GOOG, AAPL and others. I was really surprised by the takeover spin as you have never in the past offered that up as a reason for purchase a stock.
I am confused on your buy thesis for SPOT.
Thanks again,
dave
Q: Good morning5i team,
I am thinking about buying Amazon, especially following the positive way in which you view it. I am wondering about the timing, though. I noticed on a number of questions recently asking about the best US stocks to buy at the moment, that Amazon is not on that list. With it's recent fall I am a bit surprised by that. Is there something in particular about Amazon at the moment that would prevent you from adding it to such a list?
thanks
I am thinking about buying Amazon, especially following the positive way in which you view it. I am wondering about the timing, though. I noticed on a number of questions recently asking about the best US stocks to buy at the moment, that Amazon is not on that list. With it's recent fall I am a bit surprised by that. Is there something in particular about Amazon at the moment that would prevent you from adding it to such a list?
thanks
Q: Keysight was a top pick on BNN yesterday. It looks like a good company with good fundamentals. Do you have any more information on this company? I'm looking for a tech company (not software) for at least a medium term hold.
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Micron Technology Inc. (MU $122.57)
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Raytheon Technologies (UTX)
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Atlassian Corporation (TEAM $220.26)
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Lumentum Holdings Inc. (LITE $90.29)
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Cognex Corporation (CGNX $32.98)
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Just Eat Takeaway.com N.V. (GRUB)
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Spotify Technology S.A. (SPOT $727.17)
Q: I have US $ Portfolio: FB,SHOP,CGNX,AMZN,NVDA,SQ,NFLX,MA.
Yesterday I sold all of CCGNX because of down trend and Dead cross on
EMA50 & EMA200. I have around 20 K US$ from the sell.
Please suggest some some US stocks to replace CGNX that you would buy
right now or should I wait for change of trend to up to repurchase CGNX.
Andrew
Yesterday I sold all of CCGNX because of down trend and Dead cross on
EMA50 & EMA200. I have around 20 K US$ from the sell.
Please suggest some some US stocks to replace CGNX that you would buy
right now or should I wait for change of trend to up to repurchase CGNX.
Andrew
Q: Vulcan is a US company selling in the US, so I think they will see some benefit from the tax changes. Your thoughts on the company and whether you think they will see further benefit from the infrastructure spending that is in the works. Thank you.
Q: Hi,
What do you think about Ford?
The tariff news today should help their sales in China which have been lagging.
Thank you very much
Eddie
What do you think about Ford?
The tariff news today should help their sales in China which have been lagging.
Thank you very much
Eddie
Q: I am looking at VGG as a way to use Canadian dollars to acquire a reasonable number (around 70 I believe) of dividend growing US large caps. Do you think this ETF makes sense for US exposure to dividend growers or would you prefer to invest using US dollars and select 5 or 6 dividend growers (any suggestions in that case). Lastly do you consider this a sensible investment strategy for part of a balanced portfolio at this time for a 3 year hold. I appreciate your input as always - Ken
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Spotify Technology S.A. (SPOT $727.17)
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HubSpot Inc. (HUBS $555.50)
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DXC Technology Company (DXC $15.47)
Q: A guest on MarketCall mentioned both Hubspot and DXC Technologies.
Please give your opinion of both these U.S, companies.
I was considering SPOT. Would you prefer either of these 2 to Spot?
Thank you.
Take multiple credits.
Please give your opinion of both these U.S, companies.
I was considering SPOT. Would you prefer either of these 2 to Spot?
Thank you.
Take multiple credits.