Q: With Zoetis off about 33% from the late 2021 highs, what is your opinion on its prospects? Growth metrics seem to be attractive and valuation looks more reasonable...Thanks
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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: What do you think are the odds of the successful completion of the merger? Despite the poor performance, I'm hanging on to LHX in hopes it will, Do you still like LHX if the merger were unsuccessful?
TIA
TIA
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Apple Inc. (AAPL $277.93)
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Alphabet Inc. (GOOG $323.18)
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NVIDIA Corporation (NVDA $175.41)
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AbbVie Inc. (ABBV $232.54)
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Visa Inc. (V $335.21)
Q: Where can I find a list of all the CDRs available in Canada?
For a growth-oriented TFSA, what would be your top picks (5-10) from this list for a 5+ year hold?
Thank you in advance.
For a growth-oriented TFSA, what would be your top picks (5-10) from this list for a 5+ year hold?
Thank you in advance.
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iShares Biotechnology ETF (IBB $171.56)
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CRISPR Therapeutics AG (CRSP $51.62)
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VANECK ETF TR (BBH $195.78)
Q: I am down by 55% on this company, although it is a small position (.8%) & I consider it speculative. Your comments will help me decide to wait, sell, or buy more. Thanks
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Adobe Inc. (ADBE $319.84)
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Autodesk Inc. (ADSK $296.64)
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Alphabet Inc. (GOOG $323.18)
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Illumina Inc. (ILMN $129.08)
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Intuit Inc. (INTU $652.10)
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Booking Holdings Inc. (BKNG $4,920.00)
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PayPal Holdings Inc. (PYPL $61.56)
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United Rentals Inc. (URI $810.84)
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Block Inc. Class A (SQ)
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Etsy Inc. (ETSY $53.98)
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Axon Enterprise Inc. (AXON $535.22)
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Pinterest Inc. Class A (PINS $25.20)
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CrowdStrike Holdings Inc. (CRWD $510.34)
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Unity Software Inc. (U $42.19)
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Lantheus Holdings Inc. (LNTH $58.83)
Q: Hi 5i Team,
I’m down on all the above stocks as follows CRWD Down 36%, ETSY down 40%, PINS down 52%, PYPL down 64%, SQ down 72% and U down 77%.
With a 2 to 3 year horizon which of these are worth holding and which once I should sell and can you suggest US replacements and not necessarily in the same asset class. Just good stable companies that have good growth potential to outperform the indexes.
Take as many credits as you feel necessary.
Thanks
Joe
I’m down on all the above stocks as follows CRWD Down 36%, ETSY down 40%, PINS down 52%, PYPL down 64%, SQ down 72% and U down 77%.
With a 2 to 3 year horizon which of these are worth holding and which once I should sell and can you suggest US replacements and not necessarily in the same asset class. Just good stable companies that have good growth potential to outperform the indexes.
Take as many credits as you feel necessary.
Thanks
Joe
Q: Would you recommend purchasing Crowdstrike Holdings (cyber security) at current levels ($129.00/$132.00) as a 3 to 5 year hold? if no, any better recommendations in this field?
Many thanks
Many thanks
Q: Do you think Citi's high dividend is sustainable? How do you think this bank in long term? Is it good time to initiate a position right now? Thanks.
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Bank of America Corporation (BAC $52.77)
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JPMorgan Chase & Co. (JPM $303.18)
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Morgan Stanley (MS $164.85)
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Truist Financial Corporation (TFC $46.40)
Q: Hi Guys
TFC Can you comment on the balance sheet strength on this bank.
Would it be a good choice ?
Thanks Gord
TFC Can you comment on the balance sheet strength on this bank.
Would it be a good choice ?
Thanks Gord
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Amazon.com Inc. (AMZN $230.37)
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The Cigna Group (CI $278.59)
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Humana Inc. (HUM $236.30)
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JPMorgan Chase & Co. (JPM $303.18)
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UnitedHealth Group Incorporated (DE) (UNH $326.07)
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Berkshire Hathaway Inc. (BRK.B $508.22)
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Elevance Health Inc. (ELV $334.99)
Q: I have been watching UNH since the Bush years when it was going through rapid mergers and Buffett was buying it up. It wasn’t going up during the Obama presidency at least early on as investors were looking at the impact of public insurance.
Could you please comment on its significant success since and the business model of American health insurers now and in the future?
Could you please comment on its significant success since and the business model of American health insurers now and in the future?
Q: Hello, I am overweigh Tesla as I love the product and observe it is family of products including EV's, Energy production (Solar) and retail (Supercharging). All with revenue growth potential. My question has to do with trading volume. Over the last few weeks I have observed Tesla's trading volume at multiples of the big guys, say Ford and GM. A few minutes ago, Ford traded about 5 million shares, GM 2 million and Tesla 25 million. Can you comment on the interest in Tesla and how it could factor in the future stock evaluation ? How important is trading volume ? Thanks for your excellent service.
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Adobe Inc. (ADBE $319.84)
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Intuit Inc. (INTU $652.10)
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TJX Companies Inc. (The) (TJX $152.71)
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Constellation Software Inc. (CSU $3,400.00)
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Dollarama Inc. (DOL $203.48)
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Alimentation Couche-Tard Inc. (ATD $73.92)
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Aritzia Inc. Subordinate Voting Shares (ATZ $108.74)
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S&P Global Inc. (SPGI $494.95)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.73)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.80)
Q: Wow, wild ride lately. I'm looking for some solid companies to tame things down in my portfolio. I would greatly appreciate it if you could recommend some companies that fit the following requirements:
1. Are reasonably valued.
2. Have a solid business model that have protective moats that shied them from competitive threats.
3. Generate strong cashflow and earnings even in a higher interest rate environment.
I'm interested in both Canadian and American companies. Thanks, as always for your support.
1. Are reasonably valued.
2. Have a solid business model that have protective moats that shied them from competitive threats.
3. Generate strong cashflow and earnings even in a higher interest rate environment.
I'm interested in both Canadian and American companies. Thanks, as always for your support.
Q: Hi 5i,
what are your thoughts on NVDA CAD hedged in a TFSA? Long term hold. Much more affordable in CAN $.
Thanks.
what are your thoughts on NVDA CAD hedged in a TFSA? Long term hold. Much more affordable in CAN $.
Thanks.
Q: i have a small holding going lower. Should i cash it and sy buy lmn or toi
Q: In a balanced RIF account. Looking for consistent yield and some appreciation. What do you think about swapping out BLV for JEPI? Totally different co's I know but..with a possible Fed pause and likely interest rate reversals in the next year or so, will this give BLV a boost, and maybe worth keeping
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Graphic Packaging Holding Company (GPK $16.08)
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NV5 Global Inc. (NVEE $22.56)
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Crocs Inc. (CROX $82.41)
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Axon Enterprise Inc. (AXON $535.22)
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Perion Network Ltd (PERI $9.80)
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Lantheus Holdings Inc. (LNTH $58.83)
Q: Could you please rank from top to bottom your six highest conviction US mid cap stocks for a 5year plus hold.
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American Tower Corporation (REIT) (AMT $180.36)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.43)
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Extra Space Storage Inc (EXR $132.93)
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SBA Communications Corporation (SBAC $194.01)
Q: REIT's are looking interesting at these prices. If you were to invest in only 1 REIT, can be US or Canada. With the thesis being you want to capitalize on the punished sector and get a quality name that has been beaten up and has a lot of upside versus a low risk name that hasn't come down much that will likely not have a ton of upside either. Which reit would you chose to invest in? Thx
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NVIDIA Corporation (NVDA $175.41)
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Trisura Group Ltd. (TSU $39.85)
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Roku Inc. (ROKU $93.69)
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NV5 Global Inc. (NVEE $22.56)
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CrowdStrike Holdings Inc. (CRWD $510.34)
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Topicus.com Inc. (TOI $125.99)
Q: Please suggest a buy, hold or sell on the following based on the idea that the markets may not yet have found bottom, and these are likely to sink lower in price before a markets turn around: TSU, NVDA, ROKU, TOI, NVEE, CRWD. Thanks!
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Apple Inc. (AAPL $277.93)
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Alphabet Inc. (GOOG $323.18)
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Microsoft Corporation (MSFT $477.50)
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Constellation Software Inc. (CSU $3,400.00)
Q: Hi Folks,
I have a question concerning what affect a recession would have on Tech stocks such as Apple, Microsoft, Google and even Constellation Software?
I am nibbling away at buying these now but I am wondering whether I should wait to finish buying my full position on each until the recession is over.
Thanks
I have a question concerning what affect a recession would have on Tech stocks such as Apple, Microsoft, Google and even Constellation Software?
I am nibbling away at buying these now but I am wondering whether I should wait to finish buying my full position on each until the recession is over.
Thanks
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NVIDIA Corporation (NVDA $175.41)
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QUALCOMM Incorporated (QCOM $163.93)
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BRP Inc. Subordinate Voting Shares (DOO $97.97)
Q: I have a 1% position in DOO and was planning on increasing it. With the recent fall off in price, this seems like an opportunity. However, it is a bit surprising given good results! Anything to worry about ? Good time to add or wait ?
I own NVDA & Qcom - both close to 5%. I notice in a response to to a question about entry points for NVDA that you suggest around $200. Does that mean you expect a significant pullback in the near future? If so, would that apply to Qcom as well ? Would reducing both positions by half be appropriate ?
I own NVDA & Qcom - both close to 5%. I notice in a response to to a question about entry points for NVDA that you suggest around $200. Does that mean you expect a significant pullback in the near future? If so, would that apply to Qcom as well ? Would reducing both positions by half be appropriate ?
Q: Please provide a good entry point on these two tech stocks. They will be intended for a longer hold.
Thanks,
Roger
Thanks,
Roger