Q: Lately, these 3 stocks have performed well (exceptionally well). Sometimes it is said, "let your winners run" or "don't be afraid of new highs", however I wonder if they are becoming overvalued or extended beyond what is appropriate. Do you think P/Es of AXON @ 199; SPOT @ 129; or NFLX @ 63 show they are overvalued and it is time to sell? If you think otherwise please explain why they continue good investments and should continue to be held. Many thanks for your excellent service.
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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.
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GE Aerospace (GE)
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Cameco Corporation (CCO)
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Pan American Silver Corp. (PAAS)
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Spotify Technology S.A. (SPOT)
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Axon Enterprise Inc. (AXON)
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CrowdStrike Holdings Inc. (CRWD)
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Cloudflare Inc. Class A (NET)
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Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
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Palantir Technologies Inc. (PLTR)
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GE Vernova Inc. (GEV)
Q: Many stocks are at or close to all time highs, particularly these. Do you see any of these having strong forward momentum from here? Could you give me entry prices for these 6 stocks please. Across all sectors, is there any other Companies you see as having stronger for upward momentum from todays prices? Thanks!
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Microsoft Corporation (MSFT)
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Netflix Inc. (NFLX)
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Spotify Technology S.A. (SPOT)
Q: Can you please suggest your 5 top companies who make significant cash flows from subscription/member fees. Thank you.
Q: What is your current opinion on Spotify. Would you buy it here for growth, or is it too expensive?
Q: Hi Peter,
Can I get you to compare Chapters Group AG to Pinetree Capital. Both are small cap holding companies. Do you see a lot of similarities between the two and would they be comparable. Both have had good runs.
I appreciate your views.
Thanks
Can I get you to compare Chapters Group AG to Pinetree Capital. Both are small cap holding companies. Do you see a lot of similarities between the two and would they be comparable. Both have had good runs.
I appreciate your views.
Thanks
Q: What do you think of SPOT? How does it look from an earnings/growth perspective, and how expensive is it?
I've done quite well on it but wondering if i should sell before the Nov 12 earnings - what are analysts expecting for that?
Thank you!
I've done quite well on it but wondering if i should sell before the Nov 12 earnings - what are analysts expecting for that?
Thank you!
Q: Hello 5i Team
My understanding is the merger / share consolidation between Liberty Media and Sirius (old) in now complete.
From the September 10 news release I understand the new dividend will be approximately US$0.27 per quarter.
Questions:
1 - When will Siri report quarterly earnings?
2 - Is SIRI a reasonable investment (dividend investor seeking some growth).
3 - What are some of the relevant financial metrics to look at for this stock. I am hesitant to look at "old" metrics as there has been significant financial changes from the merger and share consolidation.
Thanks
My understanding is the merger / share consolidation between Liberty Media and Sirius (old) in now complete.
From the September 10 news release I understand the new dividend will be approximately US$0.27 per quarter.
Questions:
1 - When will Siri report quarterly earnings?
2 - Is SIRI a reasonable investment (dividend investor seeking some growth).
3 - What are some of the relevant financial metrics to look at for this stock. I am hesitant to look at "old" metrics as there has been significant financial changes from the merger and share consolidation.
Thanks
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Spotify Technology S.A. (SPOT)
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OFG Bancorp (OFG)
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Invesco S&P MidCap Momentum ETF (XMMO)
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FTAI Infrastructure Inc. (FIP)
Q: Hi team,
Grateful for your updated views on the above stocks. Would you buy them now for strong growth ? Or could you provide better alternatives ?
Have a good day,
Jacques IDS
Grateful for your updated views on the above stocks. Would you buy them now for strong growth ? Or could you provide better alternatives ?
Have a good day,
Jacques IDS
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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SiriusXM Holdings Inc. (SIRI)
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Spotify Technology S.A. (SPOT)
Q: SIRI reached an 11 year low this month. Is there a driving force causing this decline? Your thoughts. Thanks
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Kinaxis Inc. (KXS)
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Alimentation Couche-Tard Inc. (ATD)
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Spotify Technology S.A. (SPOT)
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Galaxy Digital Inc. Class A common stock (GLXY)
Q: Out of these 4, what two would you sell today and why (I know they are very different)? If you could include a comment on valuation please do.
Also, how does that answer change if we were to enter a recession?
Also, how does that answer change if we were to enter a recession?
Q: What do you think of SPOT? I own some and thinking about selling due to their low margins, thoughts? I do love the product and is an extremely sticky product once people are a user.
Q: Tencent Holdings Ltd OTCM: TCEHY
Should I buy this company for the game industry or would you recommend something else?
Thank you.
Should I buy this company for the game industry or would you recommend something else?
Thank you.
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Snap Inc. Class A (SNAP)
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Spotify Technology S.A. (SPOT)
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Zillow Group Inc. (ZG)
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Palantir Technologies Inc. (PLTR)
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Snowflake Inc. Class A (SNOW)
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Asana Inc. Class A (ASAN)
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ContextLogic Inc. (WISH)
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DigitalOcean Holdings Inc. (DOCN)
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WeWork Inc - Class A (WE)
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Udemy Inc. (UDMY)
Q: Hello 5i!
Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech?
Thank you!
Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech?
Thank you!
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Spotify Technology S.A. (SPOT)
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Fiverr International Ltd. no par value (FVRR)
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Coupang Inc. Class A (CPNG)
Q: I'm looking to expand my international holdings, and wondering if you see any/all of these 3 companies as having superior growth potential over the next 3-5 years? Thank you.
Q: Could you please give me opinion on SPOT.
Would you buy it at this level in the low 80's for 1 - 2 years time horizon?
Thanks,
Milan
Would you buy it at this level in the low 80's for 1 - 2 years time horizon?
Thanks,
Milan
Q: Hi 5i,
Reuters reported that WMT has reached a deal with PARA where WMT offers a PARA plus subscription to its WMT plus members. This is certainly beneficial to WMT members as they get a streaming service for no extra charge. PARA has been languishing for some time, with all the other streamers. Do you see any financial benefits to PARA from this deal any potential boost to its prospects in the streaming wars?
Thanks.
Reuters reported that WMT has reached a deal with PARA where WMT offers a PARA plus subscription to its WMT plus members. This is certainly beneficial to WMT members as they get a streaming service for no extra charge. PARA has been languishing for some time, with all the other streamers. Do you see any financial benefits to PARA from this deal any potential boost to its prospects in the streaming wars?
Thanks.
Q: Thoughts on Spotify? Has gone down a lot - any reason for the big drop today? How is it on valuation / growth metrics? Would you buy?
Q: Is there an investment vehicle you would suggest related to music royalties as per the article 'Music Royalties Are King in the Search for Yield' referenced n 5i's blog post?
Many thanks.
Many thanks.
Q: Hi,
What is your current opinion on SPOT? It is way off its high like many stocks. Do you think this is a good buying opportunity? How risky is this stock?
Thanks,
Kerri
What is your current opinion on SPOT? It is way off its high like many stocks. Do you think this is a good buying opportunity? How risky is this stock?
Thanks,
Kerri
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Activision Blizzard Inc (ATVI)
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Spotify Technology S.A. (SPOT)
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Pinterest Inc. Class A (PINS)
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Roblox Corporation Class A (RBLX)
Q: Hello 5i what are your thoughts on PINS, SPOT, ATVI and RBLX recent declines, I think all are overreactions for varying reasons (ATVI/RBLX getting dragged down with China crackdown on gaming, PINS USA MAU declined but everything else looks good, SPOT ... not sure what really changed here but it took a huge dive..) I like to buy a stock I know and follow anytime there is an overreaction like this. I know ATVI has culture issues with female harrasment and that has dragged them down as well but I don't really see how any of these stocks trajectory/themes have really changed all that much. How do you view these 4 stocks?