Q: As a follow-up to Blake's question a couple of days ago, I see there was a negative report from Piper Sandler to underweight due to recent runup, valuations and reference to elements in 2024, Am now underweight SHOP and wondering whether I should keep accumulating or wait for a pullback. Your thoughts would be greatly appreciated. Thank you for your great service!
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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: Whats popping this so nicely?
Thx
Thx
- Amazon.com Inc. (AMZN)
- FirstService Corporation (FSV)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Do you feel there's a good chance that we are in the midst of a true rotation to growth? What are a few Canadian and US names you think are well positioned to outperform in this scenario?
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Booking Holdings Inc. (BKNG)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Toromont Industries Ltd. (TIH)
- Thomson Reuters Corporation (TRI)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- KKR & Co. Inc. (KKR)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Ulta Beauty Inc. (ULTA)
- Five Below Inc. (FIVE)
- Copart Inc. (CPRT)
- Old Dominion Freight Line Inc. (ODFL)
- Saia Inc. (SAIA)
- Heico Corporation (HEI)
- Topicus.com Inc. (TOI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
- Lumine Group Inc. (LMN)
Q: Hello 5i Team,
Could you please suggest 20 Canadian and/or U.S. stocks for a "buy and hold" portfolio in an RRSP with average-to-above-average risk and a 5+ year timeframe.
Feel free to subtract as many credits as you see fit.
Thanks in advance for your always helpful advice!
Could you please suggest 20 Canadian and/or U.S. stocks for a "buy and hold" portfolio in an RRSP with average-to-above-average risk and a 5+ year timeframe.
Feel free to subtract as many credits as you see fit.
Thanks in advance for your always helpful advice!
- Amazon.com Inc. (AMZN)
- Booking Holdings Inc. (BKNG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Crocs Inc. (CROX)
Q: With the recent report showing that retail sales seem to be slowing, how vulnerable do you feel these companies will be to downward share price pressure - and your best guesstimate as to what degree and for how long?
Many thanks.
Many thanks.
Q: Good evening, Shop is moving very well these days. Do you think it can keep this torrid pace up for a while yet. Iam concerned about FOMO and was thinking of getting back into it, thanks?
- Alphabet Inc. (GOOGL)
- NVIDIA Corporation (NVDA)
- Toronto-Dominion Bank (The) (TD)
- ATS Corporation (ATS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Lumine Group Inc. (LMN)
Q: I know you like all of the above for a TFSA - so do I - but need to raise some cash and am struggling with what to sell - is there one you would sell first? or maybe trim 2?
Thanks,
Terry
put as private but make public if you wish
Thanks,
Terry
put as private but make public if you wish
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: If you have a crystal ball and the economy starts to shrink, layoffs increase, spending slows and of course, inflation cools while rates come down faster than expected, what would be your top investment ideas over the next 9 - 12 months?
- Adobe Inc. (ADBE)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- ATS Corporation (ATS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Axon Enterprise Inc. (AXON)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: Dear 5i
Could you rate in order of preference the listed stocks for inclusion into a TFSA account . Are there any other stocks you might include on this list that are good at this time for a TFSA account ?
Thanks
Bill C
Could you rate in order of preference the listed stocks for inclusion into a TFSA account . Are there any other stocks you might include on this list that are good at this time for a TFSA account ?
Thanks
Bill C
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
Q: Hi Everyone!!
I have made some profit with Shop and was thinking of skimming a little off and buying some Galaxy. I know...we are comparing apples to oranges. Do you think that Galaxy has some good growth potential ahead of it to make this move worthwhile?
Cheers and Thanks,
Tamara
I have made some profit with Shop and was thinking of skimming a little off and buying some Galaxy. I know...we are comparing apples to oranges. Do you think that Galaxy has some good growth potential ahead of it to make this move worthwhile?
Cheers and Thanks,
Tamara
- Park Lawn Corporation (PLC)
- Tricon Residential Inc. (TCN)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lithium Americas Corp. (LAC)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Converge Technology Solutions Corp. (CTS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- dentalcorp Holdings Ltd. Subordinate Voting Shares (DNTL)
Q: Except for CTS, ATZ, SHOP and LAC all of these, once darlings, are below where they were 5 years ago and all of them are down sharply from their all-time highs. Can you provide your thoughts on which, if any, of these stocks will be able to get back to their old highs and a guess on when. Also, please identify your top picks (ones that you are sure will survive and thrive in the next 2 to 3 years) and your bottom picks (ones that are destined to struggle for years). They don’t all need to go into those two groups, as the future of some of them may be fuzzy. A sentence or two on why you placed these stocks in these groups would be appreciated. Thanks
Q: Could I have your opinion on Shopify results? They appear excellent
Q: Is it better to wait until the earnings report next week to buy SHOP or is this a good entry point for a long hold?
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Hi, SHOP had a really bad day Today and traded really poorly, sinking almost 7%, perhaps influenced by Alphabet's results and major large techs like META, AMZN etc, pulling the Nasdaq sharply lower. Shopify stock also broke the $68 support level today, which it has held, in the recent past. We added a little to our 6% holding, with a long term belief in company's strong fundamentals.
Analysts' commentary/preview has generally been positive with expectation of company announcing strong results and guidance on November 2nd. What are your thoughts ?
Thank You
Analysts' commentary/preview has generally been positive with expectation of company announcing strong results and guidance on November 2nd. What are your thoughts ?
Thank You
- Booking Holdings Inc. (BKNG)
- Constellation Software Inc. (CSU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Ulta Beauty Inc. (ULTA)
- Five Below Inc. (FIVE)
- Crocs Inc. (CROX)
- InMode Ltd. (INMD)
- Topicus.com Inc. (TOI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi group...If we assume the conflict in middle east is going to escalate. What are you thoughts on a strategy to take advantage ...I am thinking we might test last Oct lows...What your thoughts on this?.
I have $100,000) cash waiting to invest at some point... do you suggest entry soon? and if so what is your top 10 picks regardless of sector or market. Thanks for your insight
I have $100,000) cash waiting to invest at some point... do you suggest entry soon? and if so what is your top 10 picks regardless of sector or market. Thanks for your insight
- Sylogist Ltd. (SYZ)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- EQB Inc. (EQB)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Docebo Inc. (DCBO)
- Boyd Group Services Inc. (BYD)
- Lumine Group Inc. (LMN)
Q: I just visited your subscription website. 5i rightfully touts the outstanding returns on these BEST PERFORMERS since inception.
I have benefited immensely from those picks BUT bailed at the wrong time and now only hold GSY.
Would you still recommend Csu,byd and syz at current prices or are there new potential multi baggers that you prefer
Thanks for your help…. and looking forward to seeing share prices increase and have the patience and wisdom…and courage to hold on ……
I have benefited immensely from those picks BUT bailed at the wrong time and now only hold GSY.
Would you still recommend Csu,byd and syz at current prices or are there new potential multi baggers that you prefer
Thanks for your help…. and looking forward to seeing share prices increase and have the patience and wisdom…and courage to hold on ……
- Bank of Nova Scotia (The) (BNS)
- Constellation Software Inc. (CSU)
- WSP Global Inc. (WSP)
- Descartes Systems Group Inc. (The) (DSG)
- Alimentation Couche-Tard Inc. (ATD)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: For new TFSA money this year what are your top 6-7 picks within your balanced portfolio as of today?
- Booking Holdings Inc. (BKNG)
- Constellation Software Inc. (CSU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Ulta Beauty Inc. (ULTA)
- Five Below Inc. (FIVE)
- Rollins Inc. (ROL)
- Crocs Inc. (CROX)
- Topicus.com Inc. (TOI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I know you dislike the terms “screaming buys” and “backup the truck”..how about “almost irresistible “ buys to hold for the next 3 years? 5 Canadian, 5 US.
- Royal Bank of Canada (RY)
- Bank of Nova Scotia (The) (BNS)
- Bank of Montreal (BMO)
- Agnico Eagle Mines Limited (AEM)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Converge Technology Solutions Corp. (CTS)
Q: Tax Loss selling time is just around the corner and I would like to take advantage of losses I have in above companies. I have some gains this year and I paid taxes on gains for the last 3 years as well.
Would you sell one position only and which one would you suggest. I would like to buy back at the appropriate time as well.
I would appreciate if you could prepare us for this event of tax loss selling and refresh our memories.
Thank you!
Albert
Would you sell one position only and which one would you suggest. I would like to buy back at the appropriate time as well.
I would appreciate if you could prepare us for this event of tax loss selling and refresh our memories.
Thank you!
Albert
- Bank of Nova Scotia (The) (BNS)
- Sun Life Financial Inc. (SLF)
- Constellation Software Inc. (CSU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Stella-Jones Inc. (SJ)
- Descartes Systems Group Inc. (The) (DSG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Topicus.com Inc. (TOI)
Q: Hi,
Are all the A-ranked companies in the September Rating Summary still a buy at their current prices?
Are all the A-ranked companies in the September Rating Summary still a buy at their current prices?