Q: Thoughts on LULU’s big drop? Is this something you would step into?
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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: With the big drop in Lulu after earnings, do you have any concerns that Aritzia could face the same type of struggles?
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Booking Holdings Inc. (BKNG)
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lululemon athletica inc. (LULU)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Hilton Worldwide Holdings Inc. (HLT)
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Crocs Inc. (CROX)
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Deckers Outdoor Corporation (DECK)
Q: Good morning,
I'm short on discretionary stocks. Looking at above 2 companies although Decker's is plunging this morning they have strong brands, they beat expectations but would not provide guidance. Buying opportunity?
Any other you like better even if not in this sub industry. Loaded with US cash
Appreciative of your services tried Jim Cramer for 4 months on a Christmas deal, Don't know how people can work with him quite the character and he makes my head spin. Loll
Have a nice day
Denis
I'm short on discretionary stocks. Looking at above 2 companies although Decker's is plunging this morning they have strong brands, they beat expectations but would not provide guidance. Buying opportunity?
Any other you like better even if not in this sub industry. Loaded with US cash
Appreciative of your services tried Jim Cramer for 4 months on a Christmas deal, Don't know how people can work with him quite the character and he makes my head spin. Loll
Have a nice day
Denis
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Amazon.com Inc. (AMZN)
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Booking Holdings Inc. (BKNG)
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Dollarama Inc. (DOL)
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lululemon athletica inc. (LULU)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Pool Corporation (POOL)
Q: Do you have any suggestions for consumer discretionary buys, Canada, US or other, and is now an advisable time to jump in?
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lululemon athletica inc. (LULU)
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Ulta Beauty Inc. (ULTA)
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Appian Corporation (APPN)
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Cadence Design Systems Inc. (CDNS)
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Agilysys Inc. (AGYS)
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e.l.f. Beauty Inc. (ELF)
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Synopsys Inc. (SNPS)
Q: I’m planning to do some tax loss selling. Can you provide proxies for the following: Elf Beauty (ELF), Lululemon (LULU), Synopsys (SNPS) and Appian (APPN)?
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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lululemon athletica inc. (LULU)
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Celestica Inc. (CLS)
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DeFi Technologies Inc. (DEFI)
Q: According to Yahoo Finance average vulume for Canada is 1.2 million shares and for the US IT IS 5.5 million shares per day. Where did 5i get your numbers from?
Thx
Thx
Q: What do you like presently about Lulu and have they successfully managed the loss of their chief designer? Do you see future growth in North America or are things picking up overseas.
Q: Regardless of sector and size, would you initiate positions in these stocks? In which order?
Q: Is this a buy at these levels?
Q: In an earlier answer you said LULU won't be exempt from tariffs. Does LULU have any production capacity it the US? What amount of their revenues come from the US ( which could presumably be hit by tariffs? Is the tariff threat appropriately baked into current share prices. In short, is this the time to hold, reduce, or run?
Q: Hi, is LULU's recent drop related to the potential of tarifs? Or are they immune to tarifs?
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Amazon.com Inc. (AMZN)
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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Eli Lilly and Company (LLY)
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United Rentals Inc. (URI)
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lululemon athletica inc. (LULU)
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Axon Enterprise Inc. (AXON)
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Uber Technologies Inc. (UBER)
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Trane Technologies plc (TT)
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RTX Corporation (RTX)
Q: Good evening 5i Team,
If I were to scale back my positions in chip makers and AI related companies, would you please recommend a sector or sectors and your choice of companies to migrate into.
Thanks,
H
If I were to scale back my positions in chip makers and AI related companies, would you please recommend a sector or sectors and your choice of companies to migrate into.
Thanks,
H
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Celestica Inc. (CLS)
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lululemon athletica inc. (LULU)
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TerraVest Industries Inc. (TVK)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Crocs Inc. (CROX)
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Propel Holdings Inc. (PRL)
Q: Hello 5i
Please tell me the expected 2025 growth rates for the above stocks.
Which order would you buy if different than highest to lowest growth?
Thank you
Dave
Please tell me the expected 2025 growth rates for the above stocks.
Which order would you buy if different than highest to lowest growth?
Thank you
Dave
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Amazon.com Inc. (AMZN)
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Garmin Ltd. (Switzerland) (GRMN)
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Booking Holdings Inc. (BKNG)
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lululemon athletica inc. (LULU)
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Pool Corporation (POOL)
Q: In the US Consumer Discretionary sector, what would be your top 5 companies? Thank you
Q: Could you please comment on their results and outlook?
Thanks,
Milan
Thanks,
Milan
Q: Can you please rank in order of preference your top 5 buys from your tax loss publication ?
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Adobe Inc. (ADBE)
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KKR & Co. Inc. (KKR)
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lululemon athletica inc. (LULU)
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Sprouts Farmers Market Inc. (SFM)
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Celsius Holdings Inc. (CELH)
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Applovin Corporation (APP)
Q: Hello 5i
My patience is running low on CELH LULU ADBE. I'm considering switch to KKR APP SFM. I'm looking for growth with a fairly high risk tolerance.
Could I have your opinion on the growth prospects on all six of these and which would be your favourites please?
Thank you
Dave
My patience is running low on CELH LULU ADBE. I'm considering switch to KKR APP SFM. I'm looking for growth with a fairly high risk tolerance.
Could I have your opinion on the growth prospects on all six of these and which would be your favourites please?
Thank you
Dave
Q: I currently have a full position in LULU and am currently around break even. I am a bit nervous about LULU and your most recent comments have been a bit ambivalent. I'm thinking of switching to either CROX ( low PE which is uncommon these days, it seems) and ULTA ( the Buffett blessing). I like LULU and my wife (yoga instructor) has many LULU pieces as do all of her friends. So brand loyalty is strong, at least from one data point but what about the next five years? Stay or go? Thanks
Q: I am a bit underwater on LULU and am wondering, sell or hold? Your thoughts and reasoning please.
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BCE Inc. (BCE)
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lululemon athletica inc. (LULU)
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Novo Nordisk A/S (NVO)
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Ulta Beauty Inc. (ULTA)
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CrowdStrike Holdings Inc. (CRWD)
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Celsius Holdings Inc. (CELH)
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Procore Technologies Inc. (PCOR)
Q: Looking to buy good companies that have been beaten down recently but have good chance of rebounding; bce lulu novo-nordisk crowdstrike
Please comment on this plan and these stocks and add your suggestions for similar stock pick
Many thanks for your great service
Peter
Please comment on this plan and these stocks and add your suggestions for similar stock pick
Many thanks for your great service
Peter