Q: Hi 5i, and would welcome your review of the recent Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold and any competitive advantage that they may hold in the cybersecurity space. Thanks kindly.
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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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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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GLOBAL X FDS (BOTZ)
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Super Micro Computer Inc. (SMCI)
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iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
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Vertiv Holdings LLC Class A (VRT)
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ARK Autonomous Technology & Robotics ETF (ARKQ)
Q: In my previous question, I asked for recommendation for a few AI-related stocks. Your response to my question included a link to a page that contains individual AI-related stocks. I clicked on it, but the link didn't work because of an invalid url.
Would you please either provide the names in your reply or send me another link with a valid url.
Cheers,
H
Would you please either provide the names in your reply or send me another link with a valid url.
Cheers,
H
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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PepsiCo Inc. (PEP)
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Vanguard S&P 500 Index ETF (VFV)
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Vanguard S&P 500 ETF (VOO)
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INVESCO QQQ Trust (QQQ)
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Copart Inc. (CPRT)
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Hilton Worldwide Holdings Inc. (HLT)
Q: What are your top 4-5 picks (stocks or ETFs) for an RRSP with a 15-20 year horizon?
Thanks,
Thanks,
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Super Micro Computer Inc. (SMCI)
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Vertiv Holdings LLC Class A (VRT)
Q: If you wanted to take a position in a stock in the AI phenomenon what would be your top 5 picks. Could please indicate the reasons for your choices.
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Adobe Inc. (ADBE)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Elastic N.V. (ESTC)
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Snowflake Inc. Class A (SNOW)
Q: For AI, which companies are in the best position to benefit from having the largest and highest quality data sets, in addition to GOOGL ADBE and META. Please explain how they can benefit and whether they are buyable today for long-term holds.
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Roku Inc. (ROKU)
Q: AAPL has had a great run.
This is probably a non-obvious question what any leads on what would be an AAPL-like stock circa pre-iPhone?
This is probably a non-obvious question what any leads on what would be an AAPL-like stock circa pre-iPhone?
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Apple Inc. (AAPL)
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Microsoft Corporation (MSFT)
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Salesforce Inc. (CRM)
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Home Depot Inc. (The) (HD)
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UnitedHealth Group Incorporated (DE) (UNH)
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Visa Inc. (V)
Q: The media occasionally references buying "Dogs of the Dow". Do you know if any comparative analysis has been done of the better Dow stocks which may be termed "Stars of the Dow"? If so, is there any guidance to be suggested? I think 5i favours buying "winners" rather than "losers". Thank you for your always well-reasoned comments.
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Apple Inc. (AAPL)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Constellation Software Inc. (CSU)
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Algonquin Power & Utilities Corp. (AQN)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Fortis Inc. (FTS)
Q: Hi Folks,
In my RRSP account - thinking of selling my 2% position in AQN. I am currently down 33%. I also have FTS and BIP.UN as my Utility holdings with a 11% weighing for these two.
With that money I would buy a 3% position in APPLE. I also have MSFT and CSU as my holdings in the Tech sector. I currently have a 10% weighing in the Tech sector. ( I also have a 4% position in GOOG not included in the Tech sector weighing)
I have a fairly diversified conservative portfolio.
May I have your opinion as to whether this would be a wise move to make at this time. I am looking at a 10 year time frame and looking to add some "zip" to my portfolio.
Thanks
In my RRSP account - thinking of selling my 2% position in AQN. I am currently down 33%. I also have FTS and BIP.UN as my Utility holdings with a 11% weighing for these two.
With that money I would buy a 3% position in APPLE. I also have MSFT and CSU as my holdings in the Tech sector. I currently have a 10% weighing in the Tech sector. ( I also have a 4% position in GOOG not included in the Tech sector weighing)
I have a fairly diversified conservative portfolio.
May I have your opinion as to whether this would be a wise move to make at this time. I am looking at a 10 year time frame and looking to add some "zip" to my portfolio.
Thanks
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Microsoft Corporation (MSFT)
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Miscellaneous (MISC)
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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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Check Point Software Technologies Ltd. (CHKP)
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Zscaler Inc. (ZS)
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Qualys Inc. (QLYS)
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CrowdStrike Holdings Inc. (CRWD)
Q: Hi 5i Team - Could you suggest a few cyber security stocks, Canadian and U.S., including established companies that are profitable as well as two or three newer ones that show some promise but may or may not be profitable yet. Any market cap is fine. Thanks.
Q: Which of the NEO-listed CDR’s do you see as having the best current valuations (top 3 picks) along with the likelihood of having the greatest share price appreciation over the next 12-18 months? Thanks.
Q: Hi 5i,
I would like to get back into MSFT, what would be a good entry point? Was looking at selling puts @ $325.
I would like to get back into MSFT, what would be a good entry point? Was looking at selling puts @ $325.
Q: Good buying opportunity for the long term?
Q: MDB Peter; Any news this am for the sharp drop? Thanks.
Rod
Rod
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Netflix Inc. (NFLX)
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NVIDIA Corporation (NVDA)
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Tesla Inc. (TSLA)
Q: Hi 5i
Can you comment on what’s expected from the “Mag 7” stock price action from Tsla, Amzn, Goog, Msft, Nvda, Meta and Nflx this coming week as the Nasdaq 100 is being re- balanced over the weekend and some of these names could be affected price wise?
Thnx much
Dave
Can you comment on what’s expected from the “Mag 7” stock price action from Tsla, Amzn, Goog, Msft, Nvda, Meta and Nflx this coming week as the Nasdaq 100 is being re- balanced over the weekend and some of these names could be affected price wise?
Thnx much
Dave
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Apple Inc. (AAPL)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Constellation Software Inc. (CSU)
Q: Hi Folks,
I currently hold CSU and MSFT in my otherwise conservative RRSP. I am looking at adding either AAPL or GOOG for a little more growth. Can you suggest which one would be better to add today.
Thanks
I currently hold CSU and MSFT in my otherwise conservative RRSP. I am looking at adding either AAPL or GOOG for a little more growth. Can you suggest which one would be better to add today.
Thanks
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Broadcom Inc. (AVGO)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Ulta Beauty Inc. (ULTA)
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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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Super Micro Computer Inc. (SMCI)
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Crocs Inc. (CROX)
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ASML Holding N.V. (ASML)
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CrowdStrike Holdings Inc. (CRWD)
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InMode Ltd. (INMD)
Q: QCOM is not expensive and their financials look OK but it has been going sideways for some time and has not participated in the most recent rally. Would you consider letting it go and can you suggest another US company with momentum?
Thank you,
Mike
Thank you,
Mike
Q: In a registered, which would you buy today?
Q: How do you view the Microsoft news ? Is PANW still a good buy ? Thank you.
Q: What effect is the Nasdaq special rebalancing likely to have on GOOG, NVDA, MSFT, etc.
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Apple Inc. (AAPL)
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Adobe Inc. (ADBE)
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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General Motors Company (GM)
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Loews Corporation (L)
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Eli Lilly and Company (LLY)
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Constellation Software Inc. (CSU)
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Restaurant Brands International Inc. (QSR)
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Kinaxis Inc. (KXS)
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Tesla Inc. (TSLA)
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Advanced Micro Devices Inc. (AMD)
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INVESCO QQQ Trust (QQQ)
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TFI International Inc - Ordinary Shares (TFII)
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Topicus.com Inc. (TOI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi group I just sold NVDA @ $425. The plan was to wait for a pullback so i could repurchase. Looking like that will not work out. So should I buy AMD or ADBE Or? ...or just wait for a market adjustment broad based
2nd question i presently own the follow stocks and would like to add to some to them. In What order and price would you buy or should i be patient and just wait?
CSU AAPL AMAZ GOOG BN BAM KXS ATZ LLY NVEL TFII GSY BYD MSFT GSY TSLA QQQ TOI ATZ GM QSR L
Thanks for your help with these decisions deduct credits as required
2nd question i presently own the follow stocks and would like to add to some to them. In What order and price would you buy or should i be patient and just wait?
CSU AAPL AMAZ GOOG BN BAM KXS ATZ LLY NVEL TFII GSY BYD MSFT GSY TSLA QQQ TOI ATZ GM QSR L
Thanks for your help with these decisions deduct credits as required