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5i Recent Questions
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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MercadoLibre Inc. (MELI)
Q: I want to like SHOP but get put-off by the (forward) P/E. MELI scores better on P/E and RoE and appears to have momentum. Then there's SE, which shares MELI's P/E but shows better RoE growth; OTOH, it's somewhat more opaque.
I can see how SHOP might stand out on the basis of its global reach (i.e., which offsets possible weakness in North America), but have to wonder if, in the new world order, SouthEast Asia is the territory for e-commerce growth; ideas?
I can see how SHOP might stand out on the basis of its global reach (i.e., which offsets possible weakness in North America), but have to wonder if, in the new world order, SouthEast Asia is the territory for e-commerce growth; ideas?
Q: Looking to expand my international holdings. What are your thoughts of MercadoLibre after strong earnings?
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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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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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American Express Company (AXP)
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The Walt Disney Company (DIS)
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Eli Lilly and Company (LLY)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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MercadoLibre Inc. (MELI)
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The Trade Desk Inc. (TTD)
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Super Micro Computer Inc. (SMCI)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Berkshire Hathaway Inc. (BRK.B)
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CrowdStrike Holdings Inc. (CRWD)
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Virgin Galactic Holdings, Inc. (SPCE)
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Celsius Holdings Inc. (CELH)
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Palantir Technologies Inc. (PLTR)
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Nebius Group N.V. (NBIS)
Q: I have made some updates to my portfolio before heading into the new year and am looking for your thoughts on total portfolio. I have it all in TFSA and am 28 years old with a long time horizon. Could you give me your opinion over next 1, 3, 5 years of portfolio.
What changes might you make to this portfolio to stengthen it?
Portfolio Breakdown:
Stock Amount Invested (USD) % of Portfolio
NVDA $6,500 12.04%
SHOP $2,840 (converted from CAD) 5.26%
AMZN $2,650 4.91%
MSFT $2,520 4.67%
MELI $2,483 4.60%
PLTR $2,250 4.17%
TSM $2,000 3.70%
CRWD $1,830 3.39%
GOOGL $1,780 3.30%
TTD $1,767 3.28%
ISRG $2,180 (converted from CAD) 4.04%
META $2,150 (converted from CAD) 3.98%
BRK.B $1,470 2.72%
AXP $1,560 2.89%
LLY $1,500 2.78%
DIS $1,280 (converted from CAD) 2.37%
NBIS $840 1.56%
CELH $700 1.30%
SMCI $392 0.73%
SPCE $188 0.35%
XRP $120 (converted from CAD) 0.22%
Thanks,
Dan
What changes might you make to this portfolio to stengthen it?
Portfolio Breakdown:
Stock Amount Invested (USD) % of Portfolio
NVDA $6,500 12.04%
SHOP $2,840 (converted from CAD) 5.26%
AMZN $2,650 4.91%
MSFT $2,520 4.67%
MELI $2,483 4.60%
PLTR $2,250 4.17%
TSM $2,000 3.70%
CRWD $1,830 3.39%
GOOGL $1,780 3.30%
TTD $1,767 3.28%
ISRG $2,180 (converted from CAD) 4.04%
META $2,150 (converted from CAD) 3.98%
BRK.B $1,470 2.72%
AXP $1,560 2.89%
LLY $1,500 2.78%
DIS $1,280 (converted from CAD) 2.37%
NBIS $840 1.56%
CELH $700 1.30%
SMCI $392 0.73%
SPCE $188 0.35%
XRP $120 (converted from CAD) 0.22%
Thanks,
Dan
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