Q: CGT seems to have a case of runaway share price of late, any news behind this? Usually share price only moves like that prior to a buyout. Your take?
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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.
Q: Hello 5i,
I’ve be watching Zoom and Peloton rise consistently since the onset of COVID. Have I missed the boat on these two or do they have more growth ahead of them?
Thank you
Dave
I’ve be watching Zoom and Peloton rise consistently since the onset of COVID. Have I missed the boat on these two or do they have more growth ahead of them?
Thank you
Dave
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Kinaxis Inc. (KXS $144.74)
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Real Matters Inc. (REAL $5.84)
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Xebec Adsorption Inc. (XBC $0.51)
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WELL Health Technologies Corp. (WELL $4.27)
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Shopify Inc. (SHOP $127.67)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.83)
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Lightspeed Commerce Inc. Subordinate (LSPD $9.32)
Q: Hi Guys, Thanks to 5i and the above companies 2020 has been very good year and would like some more ideas to go along with these above gems.
Regards
Anthony
Regards
Anthony
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Amazon.com Inc. (AMZN $268.26)
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lululemon athletica inc. (LULU $133.58)
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Aritzia Inc. Subordinate Voting Shares (ATZ $146.42)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.34)
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JD.com Inc. (JD $29.96)
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Avalara Inc. (AVLR)
Q: Good Morning Peter & team,
so... As per your comments couple of days ago referring to a positive outlook for ATZ being dependent on the Oct 14 earnings call, I am assuming??? the very positive move today (up over 8%) is a result of a good report yesterday?
If you could please provide your opinion of the recent ATZ Earnings Call and any forward looking opinions you may have.
Also, in consideration for the very negative a brick & mortar report (malls primarily) which I saw yesterday along with the very positive on-line shopping results reported, are there any other companies which are related to on-line shopping you think we should consider moving forward in 2021come as we/if we come out the other end of Covid? Also, please confirm ATZ & LSPD are considered Industrials.
ps... presently my portfolio has a 5% position ATZ & 4.8% LSPD
Thanks for all you do
gm
so... As per your comments couple of days ago referring to a positive outlook for ATZ being dependent on the Oct 14 earnings call, I am assuming??? the very positive move today (up over 8%) is a result of a good report yesterday?
If you could please provide your opinion of the recent ATZ Earnings Call and any forward looking opinions you may have.
Also, in consideration for the very negative a brick & mortar report (malls primarily) which I saw yesterday along with the very positive on-line shopping results reported, are there any other companies which are related to on-line shopping you think we should consider moving forward in 2021come as we/if we come out the other end of Covid? Also, please confirm ATZ & LSPD are considered Industrials.
ps... presently my portfolio has a 5% position ATZ & 4.8% LSPD
Thanks for all you do
gm
Q: Recently heard that E-commerce is entering car selling and buying sector. Carvana Co. and Vroom Inc. are two US companies selling and buying cars online. I wonder if they are a rival to each other. If yes, who is the sector leader? What do you think of this space? investable?
Thanks,
Lin
Thanks,
Lin
Q: Your thoughts on their 1/4ly release please.
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People Corporation (PEO $15.21)
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Enghouse Systems Limited (ENGH $17.39)
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BRP Inc. Subordinate Voting Shares (DOO $75.64)
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Savaria Corporation (SIS $29.56)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.57)
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TECSYS Inc. (TCS $36.33)
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ECN Capital Corp. (ECN $3.10)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.34)
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Real Matters Inc. (REAL $5.84)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.69)
Q: Over the last 10-20 years, I have found that I have done the best buying and holding several smallish, but established companies that seem to have good long term growth prospects. Have made very large gains by holding stocks like CSU, BYD, PBH, WSP and GSY for 5, 10 or more years. I am trying to identify which smallish but established companies might be the best candidates to produce some very significant gains over the next 10+ years. Would you please rank the following in order according to which you think are the most likely to generate some very significant gains over that time frame. I hold the majority of these, but not in large positions, and there are a few I do not currently hold. Also, if you have another 2 or 3 companies that you think would fit this strategy, could you indicate which ones and where they would rank in the list. I'm not worried about sector, as my portfolio is well diversified, and I am tolerant of risk. Take how ever many credits you feel this question is worth. Thank you.
ABT, DOO, ECN, ENGH, GDI, GOOS, LSPD, PEO, REAL, SIS, TCS
ABT, DOO, ECN, ENGH, GDI, GOOS, LSPD, PEO, REAL, SIS, TCS
Q: May I have your opinion relating to their announcement today?
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BRP Inc. Subordinate Voting Shares (DOO $75.64)
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The Trade Desk Inc. (TTD $24.24)
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Roku Inc. (ROKU $123.58)
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iShares MSCI USA Momentum Factor ETF (MTUM $285.09)
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Xebec Adsorption Inc. (XBC $0.51)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.69)
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Fastly Inc. (FSLY $28.07)
Q: Good Afternoon
Can you recommend 3 stocks in Canada and the US that are good momentum plays? Also are there any ETF’s that track this that you can recommend?
Thank you
Can you recommend 3 stocks in Canada and the US that are good momentum plays? Also are there any ETF’s that track this that you can recommend?
Thank you
Q: I am looking to add ETSY to my portfolio. Would this be a positive move or could the esteemed 5I crew suggest alternatives?
Peter
Peter
Q: What is your anaysis and rating of this ETF? Is it a recommended buy?
Thank you.
Thank you.
Q: Hi 5i Team,
Do you think the launch of Google TV is a good reason to trim back any winnings on Roku? The word on the street is that Google TV will take a bite out of Roku's market share. Thanks.
Brad
Do you think the launch of Google TV is a good reason to trim back any winnings on Roku? The word on the street is that Google TV will take a bite out of Roku's market share. Thanks.
Brad
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Costco Wholesale Corporation (COST $1,011.70)
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NVIDIA Corporation (NVDA $198.45)
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AbbVie Inc. (ABBV $206.60)
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Medtronic plc. (MDT $80.00)
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Nike Inc. (NKE $44.40)
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Loblaw Companies Limited (L $62.72)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
Q: Hello 5i, thanks for all your wisdom!
my question for you: could you please recommend your top 1 or 2 picks/favourites in the following sectors. Can be either US or Cdn.
consumer discretionary
supermarket/grocery
health care
big cap tech
Many thanks
my question for you: could you please recommend your top 1 or 2 picks/favourites in the following sectors. Can be either US or Cdn.
consumer discretionary
supermarket/grocery
health care
big cap tech
Many thanks
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.69)
Q: is LSPD a shopify in the making
Q: Hi,
I was wondering how you view Sony and Activision blizzard. Would you own them moving forward? There were reports that Sony would decrease production on the PS5 last month, but they denied the reports.
I was wondering how you view Sony and Activision blizzard. Would you own them moving forward? There were reports that Sony would decrease production on the PS5 last month, but they denied the reports.
Q: Do you like Apha is it a buy sell or hold Thanks
Q: Hi group your thoughts on on-line car buying does the virus hitting harder this winter increase profitability. Which stocks do you like in this space and why Thanks
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American Superconductor Corporation (AMSC $52.51)
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Magnite Inc. (MGNI $13.72)
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Sprout Social Inc (SPT $6.50)
Q: Could you list 3 Canadian and 3 US companies that you might have your eye on that are micro/small cap and might mimic an Amazon, Apple or Shopify wrt to growth
management and wide moat. Long term and sector non specific.
Thanks
Jeff
management and wide moat. Long term and sector non specific.
Thanks
Jeff
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Illumina Inc. (ILMN $135.78)
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PayPal Holdings Inc. (PYPL $50.44)
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Block Inc. Class A (SQ)
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Invitae Corporation (NVTA)
Q: Hi guys. Which do you prefer ILMN or NVTA and why? And same question for SQ and PYPL....Thank you
Q: First, thanks for the great service you provide, it is much appreciated!
I would like your thoughts on this Company for a long term hold. It looks like management has quite a bit of experience in the cannabis industry, and they have a number of offices in major N. American. Any insight into the financials and your thoughts on how the psychedelics and psychedelic-enhanced psychotherapy market will evolve would be appreciated.
I would like your thoughts on this Company for a long term hold. It looks like management has quite a bit of experience in the cannabis industry, and they have a number of offices in major N. American. Any insight into the financials and your thoughts on how the psychedelics and psychedelic-enhanced psychotherapy market will evolve would be appreciated.