Q: I am considering investing in Fair Isaac. Could you please offer your comments on this company and whether or not you consider it a good investment. Your comments would be appreciated. Thank You.
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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: Cheers to 5i for the New Year!
Bloomberg December 29, 2023:
"Dollar bears - A weaker dollar is the expectation for 2024 of most analysts surveyed by Bloomberg amid forecasts that the Fed will lead the way among rich peers in cutting interest rates and that a soft landing in the US's economy will encourage investors to seek risk away from its shores. But strategists at JPMorgan Chase and HSBC are among those who reckon the greenback could still strengthen because the rest of the world will end up needing to reduce rates more to aid their economies. "
https://www.bloomberg.com/news/articles/2023-12-14/usd-will-surprise-again-with-strength-as-global-economic-slowdown-looms
Q For 5i: Thoughts on weak $USD thesis relative to $CAD in the short, intermediate, and long term? Do you believe the US FED will cut further or faster than BOC? How does the 5i team see CAD/USD going forward.
i.e. if owning both USD and CDR versions of the same equity, where could one consolidate into, etc.
Bloomberg December 29, 2023:
"Dollar bears - A weaker dollar is the expectation for 2024 of most analysts surveyed by Bloomberg amid forecasts that the Fed will lead the way among rich peers in cutting interest rates and that a soft landing in the US's economy will encourage investors to seek risk away from its shores. But strategists at JPMorgan Chase and HSBC are among those who reckon the greenback could still strengthen because the rest of the world will end up needing to reduce rates more to aid their economies. "
https://www.bloomberg.com/news/articles/2023-12-14/usd-will-surprise-again-with-strength-as-global-economic-slowdown-looms
Q For 5i: Thoughts on weak $USD thesis relative to $CAD in the short, intermediate, and long term? Do you believe the US FED will cut further or faster than BOC? How does the 5i team see CAD/USD going forward.
i.e. if owning both USD and CDR versions of the same equity, where could one consolidate into, etc.
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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The Walt Disney Company (DIS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Crocs Inc. (CROX)
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Interactive Brokers Group Inc. (IBKR)
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Celsius Holdings Inc. (CELH)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
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Nuvei Corporation (NVEI)
Q: My wife owns the stocks above. She is looking to add 1 to 2 more stocks in the new year. Can you recommend a couple us and Canadian?
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Restaurant Brands International Inc. (QSR)
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North West Company Inc. (The) (NWC)
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A&W Revenue Royalties Income Fund (AW.UN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I am planning towards retirement within 5- 10 years and would like to transition my TFSA from growth oriented to dividend paying stocks to supplement my income upon retirement.
Can you suggest dividend paying stocks with min 3% yield with history of dividend growth. Thank you
Can you suggest dividend paying stocks with min 3% yield with history of dividend growth. Thank you
Q: How would you rank these in terms of their a) upward mobility
B) risk of bankruptcy/price decline
Thanks! Happy New Year
David
B) risk of bankruptcy/price decline
Thanks! Happy New Year
David
Q: Please help me understand what are Exchange Traded Notes? Is it OK to invest in this ETN for 3 to 5 years?
Thanks,
Thanks,
Q: What is your opinion of ON semiconductor after its recent price drop. Is a screaming buy at these price levels. Thanks for your expertise.
Q: What is your opinion Biontech and Moderna. They both seem to have low forward PE multiples. Any indication of what might be in their pipelines. I noticed on July 17 you listed Biontech as a sell. Thanks for your analysis
Q: In your opinion is Microsoft over valued at its current PE based on future growth projections. Would it be a buy now. Thanks as always.
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AutoZone Inc. (AZO)
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Ulta Beauty Inc. (ULTA)
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Crocs Inc. (CROX)
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Interactive Brokers Group Inc. (IBKR)
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Celsius Holdings Inc. (CELH)
Q: Following a recent question about a Canadian TFSA account. For a growthy TFSA contribution for 2024, which U.S. companies would you recommend ? Please rank based on potential gains for a 3-5 year period, with a brief comment on each one. Moderate to high(ish) risk is fine.
Enjoy the Holidays,
Jacques IDS
Enjoy the Holidays,
Jacques IDS
Q: Could I please get your view of BDN. Thanks in advance.
Q: How do you feel about this going forward, they seem to own the athletic market in the USA, and have been around forever.
Thanks again
Thanks again
Q: What do you think if I start a long term position on PepsiCo now? Thanks and happy new year!
Q: Hello 5i
Could I have your assessment of RKT please.
Thank you
Dave
Could I have your assessment of RKT please.
Thank you
Dave
Q: I have doubled on GOOG - now 12.5% of portfolio. P/E kind of high? hold or reduce?? Thanks Jim
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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
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Snap Inc. Class A (SNAP)
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Zoom Communications Inc. (ZM)
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Uber Technologies Inc. (UBER)
Q: Uber for quite some time has been stalling out in this $61.00 range. HPS has been stalling out in the $81.00 range. Could this go on for quite some time before it moves up, if it moves up? Meanwhile, on my radar 2 securities you are familiar with have been getting a lot of attention lately being ZM and SNAP. Would you recommend them? Wishing you the best of the season.
Q: Gentlemen:
Estee Lauder missed on their bet in China, but is now about one half of their high for the year. In your opinion, can they make a comeback in the next two years, or does it totally depend on the Chinese and world economies? Please provide your comments.
Thanks, Ben.
Estee Lauder missed on their bet in China, but is now about one half of their high for the year. In your opinion, can they make a comeback in the next two years, or does it totally depend on the Chinese and world economies? Please provide your comments.
Thanks, Ben.
Q: Hello 5i,
Seasons greetings to Peter and your team!
The service you provide has been life changing for our family, thank you.
Could I have your assessment of Oddity(ODD) ?
Thank you
Dave
Seasons greetings to Peter and your team!
The service you provide has been life changing for our family, thank you.
Could I have your assessment of Oddity(ODD) ?
Thank you
Dave
Q: SMR
Small Nuclear Reactors . Is company getting any orders. Sounds like a great idea for Small cities and Towns. or large Manufacturing Companies with large Power Demands or Bitcoin Stations What do you think ? RAK
Small Nuclear Reactors . Is company getting any orders. Sounds like a great idea for Small cities and Towns. or large Manufacturing Companies with large Power Demands or Bitcoin Stations What do you think ? RAK