Q: What would you consider to be a good every point for these two growing companies, considering a long term horizon?
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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: AT is up a lot yesterday and again today. Anything substantial behind this?
Thanks
John
Thanks
John
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NVIDIA Corporation (NVDA $187.89)
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PayPal Holdings Inc. (PYPL $71.37)
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Block Inc. Class A (SQ)
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Atlassian Corporation (TEAM $145.27)
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Veeva Systems Inc. Class A (VEEV $289.70)
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The Trade Desk Inc. (TTD $52.36)
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JD.com Inc. (JD $31.86)
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Roku Inc. (ROKU $93.88)
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Teladoc Health Inc. (TDOC $8.14)
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DocuSign Inc. (DOCU $68.94)
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Avalara Inc. (AVLR)
Q: I'm looking for growth companies that stand a chance for considerable capital appreciation over the short and long term. Please rank these companies from most likely to least likely to increase in value. If you know of other companies that are poised to increase in value please add them.
Q: Looks like an impressive quarter out of TTD! What are your thoughts?
Thanks!
Thanks!
Q: Hi
Is there any Canadian stock, that is in the same business as TTD.
Thank you
Mike
Is there any Canadian stock, that is in the same business as TTD.
Thank you
Mike
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NVIDIA Corporation (NVDA $187.89)
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Veeva Systems Inc. Class A (VEEV $289.70)
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The Trade Desk Inc. (TTD $52.36)
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Roku Inc. (ROKU $93.88)
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CrowdStrike Holdings Inc. (CRWD $497.86)
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Unity Software Inc. (U $36.40)
Q: Hi 5i Team,
Can you please tell me what Tech Companies you would buy today (US and CDN) in light of the sell off for a 5 year hold.
Thank you,
Pat.
Can you please tell me what Tech Companies you would buy today (US and CDN) in light of the sell off for a 5 year hold.
Thank you,
Pat.
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Adobe Inc. (ADBE $338.22)
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Amazon.com Inc. (AMZN $219.48)
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Microsoft Corporation (MSFT $515.45)
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NVIDIA Corporation (NVDA $187.89)
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Atlassian Corporation (TEAM $145.27)
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Veeva Systems Inc. Class A (VEEV $289.70)
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The Trade Desk Inc. (TTD $52.36)
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Roku Inc. (ROKU $93.88)
Q: Brett asked a question today. You mentioned 20 “keeper stock”. You mentioned 2. What would be the others?
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Costco Wholesale Corporation (COST $935.75)
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NVIDIA Corporation (NVDA $187.89)
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QUALCOMM Incorporated (QCOM $157.05)
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Veeva Systems Inc. Class A (VEEV $289.70)
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The Trade Desk Inc. (TTD $52.36)
Q: What stocks do you like for a growth oriented RRSP with 15 to grow? Maybe 5 CAD and 5 US.
Thank you,
Duncan
Thank you,
Duncan
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NVIDIA Corporation (NVDA $187.89)
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Constellation Software Inc. (CSU $3,962.38)
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WSP Global Inc. (WSP $279.35)
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Kinaxis Inc. (KXS $183.16)
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goeasy Ltd. (GSY $159.19)
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Atlassian Corporation (TEAM $145.27)
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Veeva Systems Inc. Class A (VEEV $289.70)
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The Trade Desk Inc. (TTD $52.36)
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Roku Inc. (ROKU $93.88)
Q: Which US and Canadian stocks do you think are the closest to "must owns" for growth investors today?
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Salesforce Inc. (CRM $242.14)
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Atlassian Corporation (TEAM $145.27)
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The Trade Desk Inc. (TTD $52.36)
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Roku Inc. (ROKU $93.88)
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Beyond Inc Com (OSTK)
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DocuSign Inc. (DOCU $68.94)
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CrowdStrike Holdings Inc. (CRWD $497.86)
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eXp World Holdings Inc. (EXPI $10.73)
Q: What are your thoughts on OSTK? Would you start a position with a less than a 1 year outlook? It has had quite the year given COVID, but unsure how it would fare in a post covid world and where it ranks for crypto. Any recommendations you have as alternatives with a high short term growth potential (albeit with higher associated risk) would be welcome.
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NVIDIA Corporation (NVDA $187.89)
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Atlassian Corporation (TEAM $145.27)
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The Trade Desk Inc. (TTD $52.36)
Q: I have a total of 5% to invest and have chosen these 3 companies as possible investments. I'm a long term growth orientated investor.
Q: Is there any news on Ttd? Why the sudden drop..Wondering if it is a good time to add..I added some already..Thanks. Shyam
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BRP Inc. Subordinate Voting Shares (DOO $90.41)
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The Trade Desk Inc. (TTD $52.36)
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Roku Inc. (ROKU $93.88)
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iShares MSCI USA Momentum Factor ETF (MTUM $252.73)
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Xebec Adsorption Inc. (XBC $0.51)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.58)
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Fastly Inc. Class A (FSLY $8.39)
Q: Good Afternoon
Can you recommend 3 stocks in Canada and the US that are good momentum plays? Also are there any ETF’s that track this that you can recommend?
Thank you
Can you recommend 3 stocks in Canada and the US that are good momentum plays? Also are there any ETF’s that track this that you can recommend?
Thank you
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Photon Control Inc. (PHO $3.60)
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Adobe Inc. (ADBE $338.22)
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NVIDIA Corporation (NVDA $187.89)
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Xilinx Inc. (XLNX)
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AbbVie Inc. (ABBV $231.45)
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Enbridge Inc. (ENB $66.94)
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Veeva Systems Inc. Class A (VEEV $289.70)
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The Trade Desk Inc. (TTD $52.36)
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Roku Inc. (ROKU $93.88)
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Avalara Inc. (AVLR)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.58)
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Zoom Communications Inc. (ZM $80.26)
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CrowdStrike Holdings Inc. (CRWD $497.86)
Q: Hello Peter,
In addition to my core portfolio built around the 5i Balanced, I have a margin borrowed portfolio that started with the idea of swing trades but has become the size of the core one as I stayed with the momentum. It is built on 3 pillars. Tech growth – (ZM, CRWD, VEEV, AVLR, LSPD, PHO, XLNX, ROKU), precious metals – (AEM, FNV, PAAS, MMX, WDO, KRR) and yield stocks -(ABBV, CU, CPX, ENB, PPL, FSZ) that help pay the interest. Two others not classified are DXCM and Visa. None of these started out as a long term holding for more than a year, but am willing to hold on in the current low interest environment. In fact, am willing to borrow more if opportunity shows up. Have my eye on NVDA, ADBE and TTD.
In case of heightened volatility which of the 3 pillars would you focus on holding and any suggestions on which ones would you exit sequentially?
Look forward to your suggestions. Thank you for your advice in advance.
Regards.
Rajiv
In addition to my core portfolio built around the 5i Balanced, I have a margin borrowed portfolio that started with the idea of swing trades but has become the size of the core one as I stayed with the momentum. It is built on 3 pillars. Tech growth – (ZM, CRWD, VEEV, AVLR, LSPD, PHO, XLNX, ROKU), precious metals – (AEM, FNV, PAAS, MMX, WDO, KRR) and yield stocks -(ABBV, CU, CPX, ENB, PPL, FSZ) that help pay the interest. Two others not classified are DXCM and Visa. None of these started out as a long term holding for more than a year, but am willing to hold on in the current low interest environment. In fact, am willing to borrow more if opportunity shows up. Have my eye on NVDA, ADBE and TTD.
In case of heightened volatility which of the 3 pillars would you focus on holding and any suggestions on which ones would you exit sequentially?
Look forward to your suggestions. Thank you for your advice in advance.
Regards.
Rajiv
Q: Good day to you MGNI
What is your opinion on the future of this Co.? should we hold sell or buy ??
thanks
What is your opinion on the future of this Co.? should we hold sell or buy ??
thanks
Q: Hello Peter, Ryan, and Team,
Can I please get your current thoughts on Acuity Ads and its recent run-up. There's a lot of chatter about it being the next Trade Desk and the share price has more than tripled since I sold my small position in March. Do you think the price rally has room to run, or is this not worth chasing at this point?
As we all know, you win some and you lose some. Fortunately, my shares in Digital Apps have skyrocketed of late, but I can't find any news that directly substantiates the dramatic SP increase. Time to take some off the table or "let the winners run"? Thanks for your insights.
Brad
Can I please get your current thoughts on Acuity Ads and its recent run-up. There's a lot of chatter about it being the next Trade Desk and the share price has more than tripled since I sold my small position in March. Do you think the price rally has room to run, or is this not worth chasing at this point?
As we all know, you win some and you lose some. Fortunately, my shares in Digital Apps have skyrocketed of late, but I can't find any news that directly substantiates the dramatic SP increase. Time to take some off the table or "let the winners run"? Thanks for your insights.
Brad
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Atlassian Corporation (TEAM $145.27)
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Veeva Systems Inc. Class A (VEEV $289.70)
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The Trade Desk Inc. (TTD $52.36)
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Roku Inc. (ROKU $93.88)
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DocuSign Inc. (DOCU $68.94)
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Avalara Inc. (AVLR)
Q: Hi 5i Team - In your answer to a previous question you referred to the meteoric rise of Shopify as a pretty unique company where things came together at the right time. Do you see another company in its fairly early stages that might be in the same situation that Shopify was two or three years ago (and still is). This company does not have to be in the tech field - any category is good. If you have ideas for more than one company that fits this description that's fine too. Thanks!
Q: Hello 5i team,
Let’s say the S&P500 decreases by -15% from its high earlier this week over the next few days or weeks for no specific reason other than stretch valuations, COVID, elections and fiscale stimulus uncertainties. By how much would you expect each of the following stocks (DND, DCBO, LSPD, REAL, DSG, WELL, XBC, VEEV, BYD) to go down (a guesstimate for each)? Among other of your favorites, what other stocks could see an even worst correction?
Thank you for your collaboration, Eric
Let’s say the S&P500 decreases by -15% from its high earlier this week over the next few days or weeks for no specific reason other than stretch valuations, COVID, elections and fiscale stimulus uncertainties. By how much would you expect each of the following stocks (DND, DCBO, LSPD, REAL, DSG, WELL, XBC, VEEV, BYD) to go down (a guesstimate for each)? Among other of your favorites, what other stocks could see an even worst correction?
Thank you for your collaboration, Eric
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Photon Control Inc. (PHO $3.60)
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Veeva Systems Inc. Class A (VEEV $289.70)
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The Trade Desk Inc. (TTD $52.36)
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WELL Health Technologies Corp. (WELL $5.21)
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DocuSign Inc. (DOCU $68.94)
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Alteryx Inc. Class A (AYX)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.58)
Q: My 27 yo son has just had $36k CAD deposited into his LIRA. His portfolio is reasonably balanced, so don't let sector influence your response. I intend to convert some or all of it into USD using Norberts. I would like to invest in 3 or 4 stocks that in 30 - 35 years will be like investing in Apple 30 years ago. Plse give me some names to consider.
Q: If you only had enough cash to start a position in either SHOP or TTD in a growth portfolio, which one would you choose today?
Thanks
Thanks