Q: Ulta has been beat up most recently…Can you comment on it specifically and offer any thoughts on adding?
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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.
- Booking Holdings Inc. (BKNG)
- The Walt Disney Company (DIS)
- Ulta Beauty Inc. (ULTA)
- Innovative Industrial Properties Inc. (IIPR)
- Crocs Inc. (CROX)
- Paramount Global (PARA)
Q: Hi -
It's usually enough to read the answers to other questions, but thought I would finally ask one. I am down on the three companies above. I am relatively new to investing and started in 2021 at all time highs. Being new to the stock market, it was interesting to watch some of my shares go down but for most part I am confident they are good long term and it is much more fun watching them go back up! I'm about 10 years away from retirement and for the most part plan to hold long term. Would you consider any of these a sell (PARA?), and add any of the following today...AVGO, HD, SBUX, AAPL. What would a few of your highest conviction US companies (any sector) be if not adding to those mentioned (already own MSFT, GOOGL,V). If considered a hold, I do have some cash to add or start a new position. I've been watching CROX, but just not purchased yet.
Thank you! Always enjoy reading the questions and monthly report updates.
It's usually enough to read the answers to other questions, but thought I would finally ask one. I am down on the three companies above. I am relatively new to investing and started in 2021 at all time highs. Being new to the stock market, it was interesting to watch some of my shares go down but for most part I am confident they are good long term and it is much more fun watching them go back up! I'm about 10 years away from retirement and for the most part plan to hold long term. Would you consider any of these a sell (PARA?), and add any of the following today...AVGO, HD, SBUX, AAPL. What would a few of your highest conviction US companies (any sector) be if not adding to those mentioned (already own MSFT, GOOGL,V). If considered a hold, I do have some cash to add or start a new position. I've been watching CROX, but just not purchased yet.
Thank you! Always enjoy reading the questions and monthly report updates.
Q: Thoughts on ULTAs recent quarter?
- Amazon.com Inc. (AMZN)
- Booking Holdings Inc. (BKNG)
- Alimentation Couche-Tard Inc. (ATD)
- Ulta Beauty Inc. (ULTA)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Crocs Inc. (CROX)
- Boyd Group Services Inc. (BYD)
Q: Thank you for all you do. You are lowering my retirement age and it is greatly appreciated. Can you please rank the above consumer discretionary stocks?
Thanks again.
Thanks again.
- Booking Holdings Inc. (BKNG)
- AutoZone Inc. (AZO)
- Ulta Beauty Inc. (ULTA)
- Crocs Inc. (CROX)
- Pool Corporation (POOL)
Q: May you provide an update on POOl. It was a frequent mention of your’s in the past.
How compelling does it appear currently?
Where does it rank in your favorites in the US consumer discretionary picks? If possible, suggest your ingest conviction names and include your ranking.
Thank you for your excellent service, as usual.
How compelling does it appear currently?
Where does it rank in your favorites in the US consumer discretionary picks? If possible, suggest your ingest conviction names and include your ranking.
Thank you for your excellent service, as usual.
- Cintas Corporation (CTAS)
- Fastenal Company (FAST)
- Dover Corporation (DOV)
- W.W. Grainger Inc. (GWW)
- United Rentals Inc. (URI)
- TFI International Inc. (TFII)
- TerraVest Industries Inc. (TVK)
- Ulta Beauty Inc. (ULTA)
- SiteOne Landscape Supply Inc. (SITE)
- Lumina Gold Corp. (LUM)
Q: I’m trying to pick three companies from the list above to purchase as part of a balanced fund for the long term.
Which three would you recommend? Thanks
Which three would you recommend? Thanks
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Booking Holdings Inc. (BKNG)
- Abbott Laboratories (ABT)
- AutoZone Inc. (AZO)
- UnitedHealth Group Incorporated (DE) (UNH)
- BRP Inc. Subordinate Voting Shares (DOO)
- Ulta Beauty Inc. (ULTA)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: My wife and I have accumulated a fair amount of cash in our RRSP we would now like to invest. We have at least 5 years time horizon. We are well represented in Oil, Banks, Tech., financial. We have some reits as well. Not much retail or healthcare. We like growth and dividends and not too concerned about higher weightings in the right industries (we are considering more banks and tech, as well as minerals for batteries). We have about 40K which is about 10% of our portfolio. What would you consider good value right now? It seems many tech stocks are priced very high right now so would you avoid tech at the moment? Can you suggest 5 value stocks? Thanks.
- Amazon.com Inc. (AMZN)
- Broadcom Inc. (AVGO)
- Monster Beverage Corporation (MNST)
- NVIDIA Corporation (NVDA)
- O'Reilly Automotive Inc. (ORLY)
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- TFI International Inc. (TFII)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- Ulta Beauty Inc. (ULTA)
- OTC Markets Group Inc - Class A (OTCM)
- Fair Isaac Corporation (FICO)
- Copart Inc. (CPRT)
- Transdigm Group Incorporated (TDG)
- Axon Enterprise Inc. (AXON)
- Old Dominion Freight Line Inc. (ODFL)
- Saia Inc. (SAIA)
- Boyd Gaming Corporation (BYD)
- Heico Corporation (HEI)
- Celsius Holdings Inc. (CELH)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi Peter and 5iresearch team:
In your answer to Gerry's question on Feb 16, you mentioned that CSU and ATB have been the best Canadian compounders over the last ten years. You added DOL, BYD, TFII, BN, CLL.B, TRI based on historical performance and you are expecting LMN.V, TVK, HPS.A, TOI, GSY to be potential Canadian compounders in the future.
1. Would YOU still invest in CSU, ATB, DOL, BYD, TFII, BN, CLL.B, TRI with the same conviction and weighting?
2. Could you please provide a similar answer but for the US market? Please provide 10 or so best US compounders based on historical performance that YOU think investors should keep investing in and 5 or so US companies that YOU would buy as potential US compounders in the future.
Thank you for the great service.
In your answer to Gerry's question on Feb 16, you mentioned that CSU and ATB have been the best Canadian compounders over the last ten years. You added DOL, BYD, TFII, BN, CLL.B, TRI based on historical performance and you are expecting LMN.V, TVK, HPS.A, TOI, GSY to be potential Canadian compounders in the future.
1. Would YOU still invest in CSU, ATB, DOL, BYD, TFII, BN, CLL.B, TRI with the same conviction and weighting?
2. Could you please provide a similar answer but for the US market? Please provide 10 or so best US compounders based on historical performance that YOU think investors should keep investing in and 5 or so US companies that YOU would buy as potential US compounders in the future.
Thank you for the great service.
- Marriott International (MAR)
- Booking Holdings Inc. (BKNG)
- Tractor Supply Company (TSCO)
- TJX Companies Inc. (The) (TJX)
- lululemon athletica inc. (LULU)
- Ulta Beauty Inc. (ULTA)
- Align Technology Inc. (ALGN)
- Hilton Worldwide Holdings Inc. (HLT)
- Crocs Inc. (CROX)
- Ferrari N.V. (RACE)
- Boyd Gaming Corporation (BYD)
- Airbnb Inc. (ABNB)
- Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY)
- Hermes International ADR (HESAY)
Q: 1. What percentage do you advise allocating to discretionary sector.
2. Included are non-US names because of pricing power/ controlled supply. If I missed any from your favs, please add to the list.
3. Recently you answered my question on industrial stocks based on
a) core [large, defensive names]
b) high growth regardless of size
c) recent strength and positive momentum.
Applying that to my list of discretionary stocks, please rank in each category (1-3, with 1 strongest)
Thanks
Sam
2. Included are non-US names because of pricing power/ controlled supply. If I missed any from your favs, please add to the list.
3. Recently you answered my question on industrial stocks based on
a) core [large, defensive names]
b) high growth regardless of size
c) recent strength and positive momentum.
Applying that to my list of discretionary stocks, please rank in each category (1-3, with 1 strongest)
Thanks
Sam
Q: I have to raise some cash, and have to sell the equivalent of one of the above positions, all up various amounts from 10% to 60%, but all have about the same market value. All healed in TFSA. Considering growth only with a multi-year hold, what do you suggest - trim all three, trim two, or sell one full position, and if so which do you suggest. Thanks!
- O'Reilly Automotive Inc. (ORLY)
- Booking Holdings Inc. (BKNG)
- AutoZone Inc. (AZO)
- Canadian Pacific Kansas City Limited (CP)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Dollarama Inc. (DOL)
- BRP Inc. Subordinate Voting Shares (DOO)
- Alimentation Couche-Tard Inc. (ATD)
- Ulta Beauty Inc. (ULTA)
- Hilton Worldwide Holdings Inc. (HLT)
Q: If you were to list favourite US and Cdn companies with the added criteria of high cash flow and significant stock buybacks what would they be?
- AutoZone Inc. (AZO)
- Ulta Beauty Inc. (ULTA)
- Crocs Inc. (CROX)
- Interactive Brokers Group Inc. (IBKR)
- Celsius Holdings Inc. (CELH)
Q: Following a recent question about a Canadian TFSA account. For a growthy TFSA contribution for 2024, which U.S. companies would you recommend ? Please rank based on potential gains for a 3-5 year period, with a brief comment on each one. Moderate to high(ish) risk is fine.
Enjoy the Holidays,
Jacques IDS
Enjoy the Holidays,
Jacques IDS
- AutoZone Inc. (AZO)
- Philip Morris International Inc (PM)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Alimentation Couche-Tard Inc. (ATD)
- Ulta Beauty Inc. (ULTA)
- Berkshire Hathaway Inc. (BRK.B)
Q: I have a friend who has $20,000 to invest in a relatively safe group of stocks, hoping to gain about 8% a year; his plan is to leave the funds in for at least two years. He has no preexising stocks. Please recommend one or two groups of stocks for him to invest in.
- Booking Holdings Inc. (BKNG)
- Tractor Supply Company (TSCO)
- TJX Companies Inc. (The) (TJX)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- lululemon athletica inc. (LULU)
- Ulta Beauty Inc. (ULTA)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Align Technology Inc. (ALGN)
- Five Below Inc. (FIVE)
- iShares U.S. Home Construction ETF (ITB)
- Copart Inc. (CPRT)
- Hilton Worldwide Holdings Inc. (HLT)
- Crocs Inc. (CROX)
- Boyd Group Services Inc. (BYD)
Q: I am low on Consumer Cyclicals. What portfolio percentage do you advise to allocate? I have broken down the sector into sub-categories: housing, e-commerce, retail, personal services, lodging. Am I missing a sub-sector that shoud be included? Which ones have the most potential? I have listed some names - but am not tied to any. Apart from AMZN [owned], what are the top 5 or more that you would buy today and any others to keep on watchlist with buy targets? Please rank.
Q: What does the outlook look like for these 3 stocks, how do their fundamentals compare and if you could only pick one, which would you choose? Thanks.
- Analog Devices Inc. (ADI)
- Ulta Beauty Inc. (ULTA)
- Crocs Inc. (CROX)
- LPL Financial Holdings Inc. (LPLA)
- Heico Corporation (HEI)
- Interactive Brokers Group Inc. (IBKR)
- Celsius Holdings Inc. (CELH)
- Duolingo Inc. (DUOL)
Q: I was interested in your reply to Ronnie today (14th) on U.S. growth suggestions. As individual securities you suggested IBKR, LPLA, CELH, CROX, DUOL. If I was to add HEI, ADI and ULTA to that list could you rank all 8 for say 5 yr pure growth potential and then re-rank if one was seeking a balance of both growth and safety? Thank you.
- NVIDIA Corporation (NVDA)
- United Rentals Inc. (URI)
- Advanced Micro Devices Inc. (AMD)
- Ulta Beauty Inc. (ULTA)
- Super Micro Computer Inc. (SMCI)
- Elastic N.V. (ESTC)
- Vertiv Holdings LLC Class A (VRT)
Q: Hi team,
Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?
Have a good day,
Jacques IDS
Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?
Have a good day,
Jacques IDS
- Athabasca Oil Corporation (ATH)
- BRP Inc. Subordinate Voting Shares (DOO)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Ulta Beauty Inc. (ULTA)
- Five Below Inc. (FIVE)
- Super Micro Computer Inc. (SMCI)
- Axon Enterprise Inc. (AXON)
- Perion Network Ltd (PERI)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- InMode Ltd. (INMD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Hudson Technologies Inc. (HDSN)
Q: Hello, I have some money to deploy and have picked the above lucky 13 stocks. Are you able to put them in order in which you would purchase them (1 to 13). I know there is a wide range of companies, industries and cap size. This would be in a cash account and looking for capital gains over the next 3 years. I'm okay with lots of risk in this account.
- 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!
- Booking Holdings Inc. (BKNG)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- TFI International Inc. (TFII)
- Ulta Beauty Inc. (ULTA)
- Five Below Inc. (FIVE)
- Copart Inc. (CPRT)
- Old Dominion Freight Line Inc. (ODFL)
- Heico Corporation (HEI)
- Topicus.com Inc. (TOI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: My wife took early retirement with DB plan. Her RRSP and TFSA are well diversified. She has enough money to invest in about 10 companies. This money is not needed in foreseeable future. However, a small dividend is appreciated along with capital appreciation. It will be invested in a regular account. Can you please suggest top 12 companies.
Thanks inadvance
Thanks inadvance