Q: In June this year you named this company as one of your favorite cyclicals. I didn't buy it but it has dropped significantly since then. I am considering buying it now as it looks like EPS has exceeded expectations for at least the last 4 Q's. Would you still consider it a buy or have fundamentals changed? Thank you. John
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- Booking Holdings Inc. (BKNG)
- Stelco Holdings Inc. (STLC)
- Crocs Inc. (CROX)
- Churchill Downs Incorporated (CHDN)
- PDD Holdings Inc. (PDD)
- Coinbase Global Inc (COIN)
- Arhaus Inc. (ARHS)
- CAVA Group Inc. (CAVA)
Q: Hi team,
I sent the following question last week and have not seen any reply yet. Did you receive it ?
Here is the question.
Which are your favorite cyclical stocks presently, Cdian and U.S., for strong growth in a TFSA ? Could you comment at the same time on CAVA-N, COIN-Q and PDD-Q ?
Gratefully,
Jacques IDS
I sent the following question last week and have not seen any reply yet. Did you receive it ?
Here is the question.
Which are your favorite cyclical stocks presently, Cdian and U.S., for strong growth in a TFSA ? Could you comment at the same time on CAVA-N, COIN-Q and PDD-Q ?
Gratefully,
Jacques IDS
Q: Any insight as to why it down 5% today when the S&P is up almost 2%?
Q: Is the news from yesterday of a large stockholder selling out completely a reflection of the company's future outlook? Do you think the stock remains in the doghouse for the next quarter? This year? Does it make sense to book a loss now and rethink in the future? How do you view its prospects and valuation after today's price change?
Regards
Regards
Q: Hi,
What do you make of the negative growth guidance provided by the company? What does it do to the current valuation and would you endorse an investment thesis?
Regards
Rajiv
What do you make of the negative growth guidance provided by the company? What does it do to the current valuation and would you endorse an investment thesis?
Regards
Rajiv
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Axon Enterprise Inc. (AXON)
- Perion Network Ltd (PERI)
- Taboola.com Ltd. (TBLA)
- Arhaus Inc. (ARHS)
- Lantheus Holdings Inc. (LNTH)
- Bowman Consulting Group Ltd. (BWMN)
Q: Hello 5i,
Could you please rank these companies from a growth perspective for a higher risk portion of my portfolio? Also maybe brief comments on the four highest ranked?
Thank you
Dave
Could you please rank these companies from a growth perspective for a higher risk portion of my portfolio? Also maybe brief comments on the four highest ranked?
Thank you
Dave