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!
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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: I've held GOOGL for a while in my TFSA and it has performed well for me. I'm concerned about GOOGL being impacted by the FB data issue so I'm looking to sell and replace with something else in the tech sector. Something with good cash flow - maybe a MSFT or ADBE? My other tech holdings consist of full positions in AAPL, CSU, OTEX, and ACN. Any recommendations from the team? Thanks in advance!!
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Micron Technology Inc. (MU)
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NVIDIA Corporation (NVDA)
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Align Technology Inc. (ALGN)
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Arista Networks Inc. (ANET)
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Just Eat Takeaway.com N.V. (GRUB)
Q: Hello Peter/5I Research
Please give me your 5 top large US company that has the most potential for growth with no other consideration.
Thank for your excellent service and advice.
Claudio
Please give me your 5 top large US company that has the most potential for growth with no other consideration.
Thank for your excellent service and advice.
Claudio
Q: Hi 5i,
Are both still regarded well by your team? What would you consider good entry points?
TIA
Are both still regarded well by your team? What would you consider good entry points?
TIA
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Netflix Inc. (NFLX)
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Mastercard Incorporated (MA)
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Align Technology Inc. (ALGN)
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Arista Networks Inc. (ANET)
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Just Eat Takeaway.com N.V. (GRUB)
Q: I want to invest 20 K USD into my TFSA portion of US stocks.
I already have FB 3.6%,SHOP 6.1%,CGNX 5.1%,AMZN 3.3%,NVDA 4.7%, SQ 4.7%.
Im thinking of buying MA & NFLX. Please provide me with an idea of 2 or 3 additonal
US stocks with growing trend like the one I mentioned in my portfolio. What is your
opinion of adding MA & NFLX in contest of my existing US portfolio.
THANKS ANDREW.
I already have FB 3.6%,SHOP 6.1%,CGNX 5.1%,AMZN 3.3%,NVDA 4.7%, SQ 4.7%.
Im thinking of buying MA & NFLX. Please provide me with an idea of 2 or 3 additonal
US stocks with growing trend like the one I mentioned in my portfolio. What is your
opinion of adding MA & NFLX in contest of my existing US portfolio.
THANKS ANDREW.
Q: Hello 5i
Could I have our thoughts on ANET recent earnings and whether you think the selloff is over done?
Thanks
Dave
Could I have our thoughts on ANET recent earnings and whether you think the selloff is over done?
Thanks
Dave
Q: In your response to a previous question, I looked at ANET and am certainly impressed with it...I have a scoring process I use to assess stocks and it scored in the top three along with Kinaxis and Facebook.
However, it also has a short life as a public stock and has not been through a downturn. I'm less concerned about what the stock price would do through a serious downturn and more interested in management's ability to manage through it and for their product to remain in demand.
What are your thoughts on management and product "stickiness"/uniqueness? Who, on their board has lots of experience and respect?
Thx,
Cam
However, it also has a short life as a public stock and has not been through a downturn. I'm less concerned about what the stock price would do through a serious downturn and more interested in management's ability to manage through it and for their product to remain in demand.
What are your thoughts on management and product "stickiness"/uniqueness? Who, on their board has lots of experience and respect?
Thx,
Cam
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Amazon.com Inc. (AMZN)
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Biogen Inc. (BIIB)
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NVIDIA Corporation (NVDA)
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JPMorgan Chase & Co. (JPM)
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Arista Networks Inc. (ANET)
Q: Suppose the 5i US growth portfolio launches on Valentine's Day. What are the top 5 holdings please?
Q: Happy New year 5i!!
I have the following US stocks in my TFSA:NVDA,SQ,AMZN,CGNX.
I'd like to add another from the following: Arista, Paypal, Micron or Flir.
I'm not concerned about sectors or size and have a fairly high risk tolerance. If you have a better choice than the ones I've mentioned I'm all ears!
Thanks
Dave
I have the following US stocks in my TFSA:NVDA,SQ,AMZN,CGNX.
I'd like to add another from the following: Arista, Paypal, Micron or Flir.
I'm not concerned about sectors or size and have a fairly high risk tolerance. If you have a better choice than the ones I've mentioned I'm all ears!
Thanks
Dave
Q: Good Day Team,
What can you to tell us about each of the above companies. I would also appreciate it if you could kindly order them from best to worst in the following lists:
1- Short-term Momentum
2- Long-term potential
3- Valuation
4- 5i pick
Thank you for being the best of best!
What can you to tell us about each of the above companies. I would also appreciate it if you could kindly order them from best to worst in the following lists:
1- Short-term Momentum
2- Long-term potential
3- Valuation
4- 5i pick
Thank you for being the best of best!
Q: What is your opinion on Arista Networks for a 3-5 year hold? Does the insider selling concern you? I understand you can't time the market but should one wait for a pullback or just buy into assuming it's a decent stock? Thanks!