Q: Could I get your current thoughts on FISV. I would also appreciate other names I should I look at in this sector.
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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: Happy Halloween to all.
I know you dont cover US stocks but do you see any good stocks to buy now for 2 to 3 years growth? Ones that have been beaten up too much. I'm thinking NAVIDA GRUB GOOG but suggestions welcome please. Thank you
Ps should we wait until end of November?
I know you dont cover US stocks but do you see any good stocks to buy now for 2 to 3 years growth? Ones that have been beaten up too much. I'm thinking NAVIDA GRUB GOOG but suggestions welcome please. Thank you
Ps should we wait until end of November?
- Baxter International Inc. (BAX)
- Stryker Corporation (SYK)
- Visa Inc. (V)
- Methanex Corporation (MX)
- Stars Group Inc. (The) (TSGI)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- Block Inc. Class A (SQ)
- Waste Connections Inc. (WCN)
- Atlassian Corporation (TEAM)
Q: I asked this question yesterday, however it appears it was missed:
"I have some cash to allocate for RRSP & TFSA portfolios and would like your opinion for the above list for both CDA and US.
For RRSP: Which two from each CAD and US would you buy today (after the stormy few days) for a more conservative hold 3-5 years, that would potentially have less volatility while continuing to grow sales and earnings.
For TFSA: Which two from each CAD and US would you buy today for more growth opportunity and share appreciation in the next 3-5 years.
Please give your reasons for the ones you would choose without sector allocation considerations.
I currently hold TSGI & MX (down on both) but am ok with that."
"I have some cash to allocate for RRSP & TFSA portfolios and would like your opinion for the above list for both CDA and US.
For RRSP: Which two from each CAD and US would you buy today (after the stormy few days) for a more conservative hold 3-5 years, that would potentially have less volatility while continuing to grow sales and earnings.
For TFSA: Which two from each CAD and US would you buy today for more growth opportunity and share appreciation in the next 3-5 years.
Please give your reasons for the ones you would choose without sector allocation considerations.
I currently hold TSGI & MX (down on both) but am ok with that."
Q: Please comment and rate the four US stocks listed along with your opinion of the USD-CAD pricing as of today and over the next two years.
Thanks.
Thanks.
Q: Would you be buying the above stocks now? Thank you, rose
Q: Purchased these on Aug 30th - TEAM ( down 26% ), SQ ( down 22% ) and Visa ( down 11% ). What would you do at this stage - sell and cut your losses or hang on and hope for turn around. I see that you are still recommending these to your subscribers ?
- Adobe Inc. (ADBE)
- Illumina Inc. (ILMN)
- NVIDIA Corporation (NVDA)
- Mastercard Incorporated (MA)
- Visa Inc. (V)
- Block Inc. Class A (SQ)
- Just Eat Takeaway.com N.V. (GRUB)
Q: How would rank the stocks on straight growth prospects over the next 6 months ( High risk to Low risk ) thank You Claude
Q: SHOP and SQ seem to have a lot of features in common wrt their digital commerce platforms.
Do you have a preference for one over the other or should one simply hedge the situation by holding equal positions in both?
And also, are there any competitors out there that could significantly interfere with their high growth rates.
Thanks - James.
Do you have a preference for one over the other or should one simply hedge the situation by holding equal positions in both?
And also, are there any competitors out there that could significantly interfere with their high growth rates.
Thanks - James.
Q: Hi team,
I like SQ and I know it is one of your favourites. It had a big sell-off, with all other tech, but now has the CFO leaving. I always liked Sarah Friar as I thought she was a real driving power behind SQ. To me, she is not just your everyday CFO. She knew what to say to the markets. For example, she would tone down Dorsey when he went too far over the top on crypto transactions earlier the year. As you know, Dorsey is also CEO of TWTR and splits his time half and half between SQ and TWTR. The market was not overly concerned with this arrangement as long as Friar was there for SQ. With a weaker management team now and given the TWTR onus also on Dorsey, does this temper your outlook for SQ?
Thanks again,
dave
I like SQ and I know it is one of your favourites. It had a big sell-off, with all other tech, but now has the CFO leaving. I always liked Sarah Friar as I thought she was a real driving power behind SQ. To me, she is not just your everyday CFO. She knew what to say to the markets. For example, she would tone down Dorsey when he went too far over the top on crypto transactions earlier the year. As you know, Dorsey is also CEO of TWTR and splits his time half and half between SQ and TWTR. The market was not overly concerned with this arrangement as long as Friar was there for SQ. With a weaker management team now and given the TWTR onus also on Dorsey, does this temper your outlook for SQ?
Thanks again,
dave
Q: There has been a lot of volatility in some great US growth stocks over the last few weeks. ( I.e BOX) Can you suggest your favourite 2 or more that you think will benefit the most when sentiment changes.
Q: Good morning
In keeping with the theme of fewer positions and more concentrated portfolios (higher weights and fewer names you have mentioned in the past).
Which 5 US stocks would you recommend for a US TFSA and for a US RRSP?
Would these be different since tax treatment for these portfolios are different?
Thanks
Victoria
In keeping with the theme of fewer positions and more concentrated portfolios (higher weights and fewer names you have mentioned in the past).
Which 5 US stocks would you recommend for a US TFSA and for a US RRSP?
Would these be different since tax treatment for these portfolios are different?
Thanks
Victoria
Q: Regarding Square, I encountered it twice in as many days recently. One was by a guy renting wet suits from his van at the beach. The other was a girl who runs her own small gift shop in Nova Scotia. I can see where it would continue to grow. It's so easy for both the business and the customer to do a transaction.
Q: greetings - many of the small businesses i know that use square say it is very expensive on a per use basis and if they had a cheaper alternative they would switch. What prevents someone like Visa from entering this space with their own product?Smaller merchants are extremely sensitive to costs so i would expect any 'cheaper' aletnative could erode either their profitability or their client base. Have you seen anything that addresses this issue.
Q: Square is being called future FANG by some analysts. Can you please elaborate a bit more ? Thanks a lot.
Q: I am pleasantly surprised at SQ performance. Visa is one of the most steady stock and have done well for me . I am considering trimming the gains of V to initate a half position on SQ. Would you consider this a reasonable move
Q: I have an a US "balanced" portfolio that holds V (and also BAC) , you suggested in an earlier answer to another person that for diversification, might take a position in SQ. If both V and SQ were held, what weightings would you consider giving V and SQ, and also BAC, like 5, 4, 3 or 2 %, within the Financial sector portion of the portfolio as a whole?.....thanks....Tom
- Stars Group Inc. (The) (TSGI)
- Savaria Corporation (SIS)
- Block Inc. Class A (SQ)
- Atlassian Corporation (TEAM)
Q: Good morning
If you had a 2 year period and could take a calculated risk to see some good capital appreciation...what 2 US stocks would you buy right now? also what 2 CDN stocks would you buy or be adding too...No concerns on portfolio diversification or taxes..
Thanks
Matt
If you had a 2 year period and could take a calculated risk to see some good capital appreciation...what 2 US stocks would you buy right now? also what 2 CDN stocks would you buy or be adding too...No concerns on portfolio diversification or taxes..
Thanks
Matt
Q: Hi Group thanks for your guidance - I continue to get nervous about the performance of Financials (both in Canada and US) Pypl + Sq + V.are off 3-4% this am - what happening there?. Banks in both Canada and US are struggling I would have expected(with all the good earnings / Good growth overall especially in the US that Financials would lead the market higher but something else at work here what's you take on the poor performance of the sector in general PS do you recommend taking profits in the Financial sector in general.$- thanks for you guidance on this
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- NVIDIA Corporation (NVDA)
- Block Inc. Class A (SQ)
- Spotify Technology S.A. (SPOT)
Q: Thanks to good advice from 5i, my tech stocks have done well enough to make up close to 40% of my holdings! Within the sector, these are my waitings:
CSU - 12%, KXS - 12%, SHOP - 11%, CLS - 5%, GOOGL - 9%, SQ - 11 %, AAPL - 10 %, NVDA - 9%, AMZN - 15%, and SPOT - 6%.
Some of these are broadly spaced within the sector, and I hate to let any of them go, but I’m getting a bit nervous about vulnerability to a general tech turndown. Do you have suggestions for me?
CSU - 12%, KXS - 12%, SHOP - 11%, CLS - 5%, GOOGL - 9%, SQ - 11 %, AAPL - 10 %, NVDA - 9%, AMZN - 15%, and SPOT - 6%.
Some of these are broadly spaced within the sector, and I hate to let any of them go, but I’m getting a bit nervous about vulnerability to a general tech turndown. Do you have suggestions for me?
Q: you mentioned 5 tech stocks in financial post on the weekend. i owned square now, but if you had to pick one of the remaining 4 which would it be team,anet,wday, ntap. dave