Q: So any ideas why this id dropping so much?
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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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Meta Platforms Inc. (META)
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Intuitive Surgical Inc. (ISRG)
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Netflix Inc. (NFLX)
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Booking Holdings Inc. (BKNG)
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Salesforce Inc. (CRM)
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Toronto-Dominion Bank (The) (TD)
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Canadian Natural Resources Limited (CNQ)
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Constellation Software Inc. (CSU)
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Celestica Inc. (CLS)
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BMO S&P 500 Index ETF (ZSP)
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TerraVest Industries Inc. (TVK)
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CrowdStrike Holdings Inc. (CRWD)
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Topicus.com Inc. (TOI)
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Propel Holdings Inc. (PRL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Alphabet CDR (CAD Hedged) (GOOG)
Q: I am getting ready to DCA into these stocks in an unregistered account with higher than average risk profile. According to me, these stocks had a bit of a pullback with possibly more on the way.
In what order would you DCA into the stocks mentioned above? Is there any stock that you think should be excluded from this list?
Thanks
In what order would you DCA into the stocks mentioned above? Is there any stock that you think should be excluded from this list?
Thanks
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Netflix Inc. (NFLX)
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TELUS Corporation (T)
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Take-Two Interactive Software Inc. (TTWO)
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T-Mobile US Inc. (TMUS)
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Nebius Group N.V. (NBIS)
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Defiance Connective Technologies ETF (SIXG)
Q: In process of rebalancing growth leaning portfolios, so for the Communications sector, what would be your top five or six "must own" holdings, any market in this sector. Currently I have a notional 6% allocation to sector and small positions in GOOG, SIXG (FIVG), NBIS, and Telus. At a 3.6% position I have room to grow and looking for ideas.
Q: Forgot to ask about NFLX-US. Please rank this stock for risk relative to US Tariffs from High to Low.....yes, wonder how defensive these US stocks are......Many thanks.....Tom
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Netflix Inc. (NFLX)
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NVIDIA Corporation (NVDA)
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GameStop Corporation (GME)
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Tesla Inc. (TSLA)
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Shopify Inc. (SHOP)
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Palantir Technologies Inc. (PLTR)
Q: Good morning,
I have read a fair bit on PLTR and would like your opinion on it's future prospects and what you think of the companies balance sheet/debt ect..
Could PLTR be like Tesla or Netflix from the early 2000's? I remember looking at both of those companies and stocks and at the time using a value approach and just couldn't buy them prices were 24$ and 16$ at the time, those were some missed opportunities. Could PLTR be that or is it a GAME STOP stock?
Thanks
I have read a fair bit on PLTR and would like your opinion on it's future prospects and what you think of the companies balance sheet/debt ect..
Could PLTR be like Tesla or Netflix from the early 2000's? I remember looking at both of those companies and stocks and at the time using a value approach and just couldn't buy them prices were 24$ and 16$ at the time, those were some missed opportunities. Could PLTR be that or is it a GAME STOP stock?
Thanks
Q: I am Wondering what 5i has to say about Netflix at this time.
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Apple Inc. (AAPL)
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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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Netflix Inc. (NFLX)
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NVIDIA Corporation (NVDA)
Q: Hi can you please rank in order from best to least for the following FAANG + NVDA stocks for the next +5 years? An explanation why is much appreciated along with a management rating for each. Thank you
Q: Hello 5i
Could I have your current assessment of TKO?
Thank you
Dave
Could I have your current assessment of TKO?
Thank you
Dave
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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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Netflix Inc. (NFLX)
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NVIDIA Corporation (NVDA)
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BMO S&P 500 Index ETF (ZSP)
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Vanguard S&P 500 Index ETF (VFV)
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Palo Alto Networks Inc. (PANW)
Q: Greetings. Seeking a TSX traded in Cdn dollars ETF non-hedged that holds as a majority of its portfolio US equities the likes of AMZN AVGO MSFT PALO ALTO NETFLIX GOOG META NVDA or most of them and similars since wishing to sell a variety of these types of equities currently held as hedged CDRs in a registered account. Methinks the CDN dollar is destined for a fall at some point so wishing to remove CDR hedging. Please comment if this doesn't agree with your view aside from the difficulty in predicting currency moves. Thank you for any suggestions.
Q: Is DIS a sell???....And would you buy NFLX as a replacement for DIS???.....Tom
Q: Is Netflix an actual or potential customer or is it a competitor in the space that the company works in ?
Q: Netflix files to sell $1.8 billion in debt bonds in refinancing move.
What does this mean?
What does this mean?
Q: Could you please give an update with regards to Netlix? Is it a good buy before their earnings report on July 18th?
Thanks
Dave.
Thanks
Dave.
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Amazon.com Inc. (AMZN)
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Netflix Inc. (NFLX)
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The Walt Disney Company (DIS)
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Sony Group Corporation American Depositary Shares (SONY)
Q: What are the prospects for SONY going forward, and are you still comfortable with a long term hold in DIS?
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOGL)
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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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PayPal Holdings Inc. (PYPL)
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Walgreens Boots Alliance Inc. (WBA)
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Wynn Resorts Limited (WYNN)
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The Boeing Company (BA)
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Bank of America Corporation (BAC)
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BlackRock Inc. (BLK)
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Carnival Corporation (CCL)
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Salesforce Inc. (CRM)
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Delta Air Lines Inc. (DAL)
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The Walt Disney Company (DIS)
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Goldman Sachs Group Inc. (The) (GS)
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International Business Machines Corporation (IBM)
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JPMorgan Chase & Co. (JPM)
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Eli Lilly and Company (LLY)
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Mastercard Incorporated (MA)
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Morgan Stanley (MS)
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Pfizer Inc. (PFE)
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Royal Caribbean Cruises Ltd. (RCL)
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Visa Inc. (V)
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Wells Fargo & Company (WFC)
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Exxon Mobil Corporation (XOM)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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Tencent Holdings Ltd. ADR (TCEHY)
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Veeva Systems Inc. Class A (VEEV)
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The Trade Desk Inc. (TTD)
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JD.com Inc. (JD)
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Roku Inc. (ROKU)
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DocuSign Inc. (DOCU)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Healthpeak Properties (DOC)
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National Health Investors Inc. (NHI)
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Zoom Communications Inc. (ZM)
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CrowdStrike Holdings Inc. (CRWD)
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Unity Software Inc. (U)
Q: Hi 5i Team,
I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
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Amazon.com Inc. (AMZN)
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Comcast Corporation Class A Common Stock (CMCSA)
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Alphabet Inc. (GOOG)
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Netflix Inc. (NFLX)
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The Walt Disney Company (DIS)
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Charter Communications Inc. (CHTR)
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Paramount Global (PARA)
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Warner Bros. Discovery Inc. (WBD)
Q: While Disney is a great company is it a great stock? I am down considerably on the stock as video streaming... have not met my expectations. Do you have any alternatives in this sector that would upgrade my portfolio or would you stay with Disney?
With appreciation,
Ed
With appreciation,
Ed
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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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Booking Holdings Inc. (BKNG)
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Tractor Supply Company (TSCO)
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AutoZone Inc. (AZO)
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Deere & Company (DE)
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Ecolab Inc. (ECL)
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Sherwin-Williams Company (The) (SHW)
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Union Pacific Corporation (UNP)
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Super Micro Computer Inc. (SMCI)
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Linde plc (LIN)
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Crocs Inc. (CROX)
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Old Dominion Freight Line Inc. (ODFL)
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CrowdStrike Holdings Inc. (CRWD)
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Trane Technologies plc (TT)
Q: Could you please provide 3-4 names of US companies that you buy now in each of the following sectors: Technology, communications, industrial, discretionary, and Materials.
Q: What would be your opinion of the 50 for 1 split to be voted on in June? I know these splits don't change the company but can help generate buzz with more retail investors seemingly able to buy more shares to form a meaningful position. My question would be do you think CMG have the same ability like a TESLA or Netflix which are two I can think of off the top of my head that split and then ran back up towards their previous pre split price.? thanks
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Apple Inc. (AAPL)
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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 team,
Which of Netflix and all in the Magnificent Seven do you forecast to have the best growth this year and in which order ?
Would you at the same time risk to forecast the % of growth ?
Gratefully,
Jacques IDS
Which of Netflix and all in the Magnificent Seven do you forecast to have the best growth this year and in which order ?
Would you at the same time risk to forecast the % of growth ?
Gratefully,
Jacques IDS
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOGL)
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Netflix Inc. (NFLX)
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NVIDIA Corporation (NVDA)
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Tesla Inc. (TSLA)
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SPDR S&P 500 ETF Trust (SPY)
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INVESCO QQQ Trust (QQQ)
Q: Hi Peter,
From a risk-return perspective over the next five years, which is the better investment option? Purchasing an equal weighted investment in the magnificent seven, SPY, or QQQ? Please explain your rationale.
Thanks George
From a risk-return perspective over the next five years, which is the better investment option? Purchasing an equal weighted investment in the magnificent seven, SPY, or QQQ? Please explain your rationale.
Thanks George