Q: Hi. What's your opinion regarding starting a position Twilio? thx. J
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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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D.R. Horton Inc. (DHI $154.53)
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Builders FirstSource Inc. (BLDR $108.97)
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TopBuild Corp. (BLD $447.22)
Q: Hi,
Home builders seems to be doing well in the U.S. Do you think a housing boom is underway ? Is it too late to invest in the sector ? If you were to invest, which would be your picks for strong growth ? Short term ? Long term ?
Thank you for your most valuable advice,
Jacques IDS
Home builders seems to be doing well in the U.S. Do you think a housing boom is underway ? Is it too late to invest in the sector ? If you were to invest, which would be your picks for strong growth ? Short term ? Long term ?
Thank you for your most valuable advice,
Jacques IDS
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Amazon.com Inc. (AMZN $229.67)
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Costco Wholesale Corporation (COST $894.33)
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Alphabet Inc. (GOOG $323.64)
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Visa Inc. (V $334.53)
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Constellation Software Inc. (CSU $3,396.27)
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SPDR S&P 500 ETF Trust (SPY $675.02)
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INVESCO QQQ Trust (QQQ $608.89)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.96)
Q: Hi Team,
For an 18 year old who just opened their TFSA and starting with $6500, what stocks or ETFs (CDN and/or US) would you start with? There are no trading fees so there is no worry to buy 10 names if that is the best way forward.
Thanks
For an 18 year old who just opened their TFSA and starting with $6500, what stocks or ETFs (CDN and/or US) would you start with? There are no trading fees so there is no worry to buy 10 names if that is the best way forward.
Thanks
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Edwards Lifesciences Corporation (EW $86.82)
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Exact Sciences Corporation (EXAS $101.13)
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InMode Ltd. (INMD $14.13)
Q: I own these three stocks and for consolidation reasons was thinking of selling one, but only if it makes sense. In terms of your confidence level in these companies, is there a clear ranking of them or are all three of them pretty solid with equivalent long-term growth opportunities?
Q: I know you like NVIDEA but curious on how you would handle (trading strategy?) all the hype heading into their earnings release on Wednesday?
Q: Your thoughts please.
Q: With respect to assessing Moderna's fair value as a company, what is the value of their patents and pipeline of future messenger-RNA based treatments/vaccines for heart disease, cancer, etc?
Has the market factored this into the share price?
Has the market factored this into the share price?
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Adobe Inc. (ADBE $319.55)
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Amazon.com Inc. (AMZN $229.67)
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Meta Platforms Inc. (META $636.22)
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Alphabet Inc. (GOOG $323.64)
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Microsoft Corporation (MSFT $476.99)
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Elastic N.V. (ESTC $69.53)
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Snowflake Inc. (SNOW $250.32)
Q: For AI, which companies are in the best position to benefit from having the largest and highest quality data sets, in addition to GOOGL ADBE and META. Please explain how they can benefit and whether they are buyable today for long-term holds.
Q: GEHC is off its highs quite substantially, now trades at 17x e , and appears to be oversold.
Do you expect more downside?
If so what price might be tempting
what will it take to start moving up again?
Currently I dont own it.
Thanks again….
Do you expect more downside?
If so what price might be tempting
what will it take to start moving up again?
Currently I dont own it.
Thanks again….
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Fortinet Inc. (FTNT $80.87)
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Palo Alto Networks Inc. (PANW $186.27)
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Super Micro Computer Inc. (SMCI $32.48)
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CrowdStrike Holdings Inc. (CRWD $512.34)
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Palantir Technologies Inc. (PLTR $163.55)
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C3.ai Inc. Class A (AI $14.18)
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Rivian Automotive Inc. (RIVN $15.56)
Q: Dear Peter et al:
Above mentioned stocks I hold as a small percentage of my portfolio. Of course I am down now! However I have been using covered call strategy to "get paid whilst I wait"! So, I am happy to hold them for a few years.
The question I have is this. Are these good companies to hold for a few years? If not, would you suggest any alternatives? I see from your answers that you like FTNT/CRWD,PANW.
Thank you for your answer.
Mano.
Above mentioned stocks I hold as a small percentage of my portfolio. Of course I am down now! However I have been using covered call strategy to "get paid whilst I wait"! So, I am happy to hold them for a few years.
The question I have is this. Are these good companies to hold for a few years? If not, would you suggest any alternatives? I see from your answers that you like FTNT/CRWD,PANW.
Thank you for your answer.
Mano.
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Vanguard U.S. Total Market Index ETF (CAD-hedged) (VUS $115.92)
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Vanguard Total Stock Market ETF (VTI $332.16)
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Topicus.com Inc. (TOI $125.74)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.96)
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Lumine Group Inc. (LMN $28.67)
Q: I currently have 40% of my portfolio in Canadian banks, utilities, BN,TOI, LMN and other dividend paying stocks Mostly purchased in the last year. I'm considering legging 60% of my remaining cash in my portfolio into VTI and VUS in the next 10 months. Do have any thoughts or concerns?
My understanding is any US stocks paying a dividend should go into an RRSP account. All my investments are in RRSP's and TSFA's.
Thanks
Brian
My understanding is any US stocks paying a dividend should go into an RRSP account. All my investments are in RRSP's and TSFA's.
Thanks
Brian
Q: Hello,
Not too long ago I asked your opinion of Heico - thank you for your response.
As a follow-up, could you please compare Heico to Transdigm? Which has the better past returns, future growth potential, balance sheet health, valuation? Which would be your preference if only buying one? What entry points would you consider reasonable?
Thank you for your insights,
Not too long ago I asked your opinion of Heico - thank you for your response.
As a follow-up, could you please compare Heico to Transdigm? Which has the better past returns, future growth potential, balance sheet health, valuation? Which would be your preference if only buying one? What entry points would you consider reasonable?
Thank you for your insights,
Q: In the past you have recommended Voo as an us s&p ETF now it seems to be spy. What is the difference?
Thanks
Thanks
Q: First Energy stock has been dropping although it is still profitable and seems to hold a SOLID businesses.
With the 4.3% dividend would you suggest it is at a good entry point or are there cautions I should be aware of?
Thanks, Ted.
With the 4.3% dividend would you suggest it is at a good entry point or are there cautions I should be aware of?
Thanks, Ted.
Q: Hi folks. You mention today that the yield is only 6.8% but I see 10.21 %? What am I misconsruing ?
Thankyou
Thankyou
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Amazon.com Inc. (AMZN $229.67)
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Costco Wholesale Corporation (COST $894.33)
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PepsiCo Inc. (PEP $146.11)
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Philip Morris International Inc (PM $157.41)
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Walmart Inc. (WMT $107.00)
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Kenvue Inc. (KVUE $17.03)
Q: Hi 5i,
I want to add 1 of the following consumer related US companies to an income portfolio with some growth:
COST (good growth, very small dividend)
WMT (good growth, small dividend)
AMZN (Good growth, No dividend)
KVUE (good products, good dividend, not as much growth)
Please review them, rank them in order of preference for a long term hold. If you have a better alternative, please include it.
Please deduct 5 credits, 1 for each company and 1 for the other possibility.
I look forward to your review.
John
I want to add 1 of the following consumer related US companies to an income portfolio with some growth:
COST (good growth, very small dividend)
WMT (good growth, small dividend)
AMZN (Good growth, No dividend)
KVUE (good products, good dividend, not as much growth)
Please review them, rank them in order of preference for a long term hold. If you have a better alternative, please include it.
Please deduct 5 credits, 1 for each company and 1 for the other possibility.
I look forward to your review.
John
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Data Communications Management Corp. (DCM $1.62)
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Crocs Inc. (CROX $83.07)
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Axon Enterprise Inc. (AXON $528.89)
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InMode Ltd. (INMD $14.13)
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Celsius Holdings Inc. (CELH $40.40)
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Lumine Group Inc. (LMN $28.67)
Q: I have some TFSA funds to allocate to stocks that have potential for significant gain over the next 3 years. Based largely on 5i content/views, thinking of INMD, LMN and DCM. Thoughts? Alternative options you may prefer?
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CME Group Inc. (CME $276.98)
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Nasdaq Inc. (NDAQ $89.14)
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Visa Inc. (V $334.53)
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Royal Bank of Canada (RY $214.72)
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Toronto-Dominion Bank (The) (TD $116.04)
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Bank of Nova Scotia (The) (BNS $95.68)
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Bank of Montreal (BMO $174.62)
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Manulife Financial Corporation (MFC $49.80)
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Power Corporation of Canada Subordinate Voting Shares (POW $72.03)
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Timbercreek Financial Corp. (TF $6.90)
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Cboe Global Markets Inc. (CBOE $257.32)
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Tradeweb Markets Inc. (TW $107.50)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.96)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.40)
Q: Hi Peter and team:
Thank you for the advice you have offered all these time, giving us readers a sense of direction.
I'm a retiree and looking for a balance of income and growth, and currently holding the above in the financial sector and need to trim down as per the Portfolio tracking service suggest. Could u rank your preference from the Income and growth , from Most Prefer (5) to the least (1). Feel free to add names not in the list above.
Deduct as many points as you see fit. Thank you as always
Thank you
Thank you for the advice you have offered all these time, giving us readers a sense of direction.
I'm a retiree and looking for a balance of income and growth, and currently holding the above in the financial sector and need to trim down as per the Portfolio tracking service suggest. Could u rank your preference from the Income and growth , from Most Prefer (5) to the least (1). Feel free to add names not in the list above.
Deduct as many points as you see fit. Thank you as always
Thank you
Q: What is your opinion of American Tower and their ability manage their high debt levels. Is it a buy considering the recent drop in price. Also can you explain why on Aug. 14 you state AMT's PE is 19 x when answering a question and on your profile section it is listed at 90 x. Thanks for your help.
Q: Hi Everyone!!
I am thinking of investing in Lockheed Martin and Genuine Parts in my US $ account for growth and income . I would value your thoughts on these stocks and purchasing them now at this cost level .
Cheers,
Tamara
I am thinking of investing in Lockheed Martin and Genuine Parts in my US $ account for growth and income . I would value your thoughts on these stocks and purchasing them now at this cost level .
Cheers,
Tamara