Q: Back in October you discussed SQ and TEAM as US growth stocks worth a look. Any update to these and/or alternatives given the changed environment since then?
Q: I've noticed that despite the tech meltdown recently, some have held up quite well such as RPD (Rapid 7). I found this a bit surprising given that the company was smaller than others such as NVDA.
Is the relative strength a positive sign? Are there other notable tech companies with positive relative strength vs peers? Thanks!
Q: Happy Holidays,
Looking for some TFSA investments ideas. Could you suggest 3 names CDN or U.S. that you think have a chance to hit it out of the park over the next 10-15 years?
Q: Hi 5i team,
All these four stocks have come down in value to different degrees. Based on projected earning growth, balance sheets, and value, which two of the four above should have the strongest rebound next year? Which two will be your preference for a 2 year hold? Would now be a good time to pick up these stocks? Thanks.
Q: On the losing end of these 3 - V down 12%, SQ down 35% and TEAM down 6% - thinking of selling before year end to capture the tax losses and then re-purchasing after the 30 days - question - is this a good idea ? OR should I just cut my losses on these 3 and look for something else that might be more in line with a possible "recession" on the horizon.
thanks
Q: Hi. I contributed some money to my RRSP account and would like to buy 3-5 stocks that have a lot of upside potentials given the latest drawback of the market. Though I have a 10+ years holding period, it would be nice to see short term gain. I don't mind buying US stocks (or Canadian stock) if you can recommend.
Q: Hi team,
I saw an interesting question last week on the metrics for evaluating stocks in different sectors. You did not mention the tech sector. I am curious on those metrics where there are many companies, trends, growth prospects, competitors, among others. Many companies show no earnings at all as they are investing for earnings down the road. So how do you compare these companies?
With the market unrest the past couple of months, I have looked more closely at your Companies section where there is a wealth of information. Take 3 cloud stocks that regularly show up on your favourites list: BOX, RPD and TEAM. None have earnings today. There are non-earnings metrics shown, such as price to sales and price to cash flow. On a price to sales basis, BOX is 4.5, RPD is 6.3 and TEAM is 22.3. Box is the winner with RPD a reasonably close 2nd. On a price to cash flow basis, BOX is 32, RPD is 620 and TEAM is 60. BOX again is the winner but RPD is a poor 3rd. I know numbers don’t tell the whole story, but I am not sure how to make any reasonable evaluations based on the metrics.
Q: Looking at the US market for a 2-3 year horizon. Like TSG, SMSEY, XLK, NVDA and TEAM do you see any problem with taking full positions now and what 2-3 additions would you make and or remove.
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?
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."
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 ?
Q: Question 1 - TEAM has announced quarterly results and can you comment this.
Question 2 - There is reference to IFRS and Non IFRS financial information.
I find this confusing. On one basis the results appear good, on the other not so good. I feel more comfortable with the Non IFRS reporting. Can I discount discount/ignore the IFRS method or is this the wrong thing to do.
Appreciate your guidance.
John