Q: Quite some time ago I asked 5i for a comparison of JD and AMZN . JD was the clear winner on valuation but 5i favored AMZN. I bought JD anyway and took a bath on it . But according to your disclaimer so did you. { Either that or you've held a short position for a world record time } ..... I liked the company when it was $83 and I still like the company now though it has slipped to a 1% position in my portfolio .... Just saw their earnings report which was a beat and it looks like they are doing some interesting expansions. Could 5i offer an opinion on the expansions ? And which would you give the edge to, JD or PDD and why ? ..... And do you see the " China Factor " as continuing to plague these companies ? With the U.S. talking trade war I am a bit leery in spite of these extremely attractive valuations ......
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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.
- PayPal Holdings Inc. (PYPL)
- Walgreens Boots Alliance Inc. (WBA)
- Carnival Corporation (CCL)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- JD.com Inc. (JD)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Zoom Video Communications Inc. (ZM)
- Unity Software Inc. (U)
Q: Hi 5i Team,
I have a handful of losers that I'm trying to decide what to do with. Using your crystal ball, which of these would you continue to hold and which would you dump?
I have a handful of losers that I'm trying to decide what to do with. Using your crystal ball, which of these would you continue to hold and which would you dump?
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOGL)
- Microsoft Corporation (MSFT)
- Netflix Inc. (NFLX)
- NVIDIA Corporation (NVDA)
- PayPal Holdings Inc. (PYPL)
- Walgreens Boots Alliance Inc. (WBA)
- Wynn Resorts Limited (WYNN)
- The Boeing Company (BA)
- Bank of America Corporation (BAC)
- BlackRock Inc. (BLK)
- Carnival Corporation (CCL)
- Salesforce Inc. (CRM)
- Delta Air Lines Inc. (DAL)
- The Walt Disney Company (DIS)
- Goldman Sachs Group Inc. (The) (GS)
- International Business Machines Corporation (IBM)
- JPMorgan Chase & Co. (JPM)
- Eli Lilly and Company (LLY)
- Mastercard Incorporated (MA)
- Morgan Stanley (MS)
- Pfizer Inc. (PFE)
- Royal Caribbean Cruises Ltd. (RCL)
- Visa Inc. (V)
- Wells Fargo & Company (WFC)
- Exxon Mobil Corporation (XOM)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Tencent Holdings Ltd. ADR (TCEHY)
- Veeva Systems Inc. Class A (VEEV)
- The Trade Desk Inc. (TTD)
- JD.com Inc. (JD)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
- Healthpeak Properties (DOC)
- National Health Investors Inc. (NHI)
- Zoom Video Communications Inc. (ZM)
- CrowdStrike Holdings Inc. (CRWD)
- Unity Software Inc. (U)
Q: Hi 5i Team,
I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
- PayPal Holdings Inc. (PYPL)
- Pfizer Inc. (PFE)
- Sea Limited American Depositary Shares each representing one Class A (SE)
- Block Inc. Class A (SQ)
- JD.com Inc. (JD)
- Roku Inc. (ROKU)
- Medgold Resources Corp. (MED)
- Guardant Health Inc. (GH)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Pinterest Inc. Class A (PINS)
- BioNTech SE (BNTX)
- Magnite Inc. (MGNI)
- illumin Holdings Inc. (ILLM)
Q: HI folks
Sadly, I am down on all of these somewhere between 60 to 95%!!! They mostly but not all started out as somewhat small positions 2 to 4 years ago! I have time to wait longer but: 1)are there any that are absolute failures and therefore should be sold. 2) Would you please rate the selIs from 1 to 10 ..10 being the absolute SELL. 3)How many years should I give these? (tough to answer but just a guess). I will not get much at all for any of them! Please take as many credits as you see fit.
Much Thanks and happy Family weekend
Sadly, I am down on all of these somewhere between 60 to 95%!!! They mostly but not all started out as somewhat small positions 2 to 4 years ago! I have time to wait longer but: 1)are there any that are absolute failures and therefore should be sold. 2) Would you please rate the selIs from 1 to 10 ..10 being the absolute SELL. 3)How many years should I give these? (tough to answer but just a guess). I will not get much at all for any of them! Please take as many credits as you see fit.
Much Thanks and happy Family weekend
- Park Lawn Corporation (PLC)
- Air Canada Voting and Variable Voting Shares (AC)
- CAE Inc. (CAE)
- Northland Power Inc. (NPI)
- Lundin Mining Corporation (LUN)
- Barrick Gold Corporation (ABX)
- Agnico Eagle Mines Limited (AEM)
- Magna International Inc. (MG)
- Pan American Silver Corp. (PAAS)
- Savaria Corporation (SIS)
- B2Gold Corp. (BTO)
- BMO Equal Weight REITs Index ETF (ZRE)
- Kulicke and Soffa Industries Inc. (KLIC)
- JD.com Inc. (JD)
- Nutrien Ltd. (NTR)
- Troilus Gold Corp. (TLG)
- iShares MSCI South Korea ETF (EWY)
- Kering ADR (PPRUY)
- Nuvei Corporation (NVEI)
Q: Sir. In the spirit of weeding the garden, I find myself well down in these stocks…with a time frame of 1 year , please comment on which to keep or toss how…. 5i had good things to say about many of these in the past, but we all know that times change quickly in this business…
- Amazon.com Inc. (AMZN)
- First Solar Inc. (FSLR)
- Intuitive Surgical Inc. (ISRG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Eaton Corporation PLC (ETN)
- The Trade Desk Inc. (TTD)
- JD.com Inc. (JD)
- CrowdStrike Holdings Inc. (CRWD)
- Fiserv Inc. (FI)
Q: In terms of growth and quality, what is your strongest long term recommendation for each of the following investment themes:
Artificial intelligence
Cybersecurity
Cloud computing
Digital payments
Online advertising
Infrastructure rebuild
Alternative/clean energy
Asian consumer spending
Medical needs of an aging population
My preference is for single stock ideas (US, Canadian or international) rather than ETFs, if possible.
Artificial intelligence
Cybersecurity
Cloud computing
Digital payments
Online advertising
Infrastructure rebuild
Alternative/clean energy
Asian consumer spending
Medical needs of an aging population
My preference is for single stock ideas (US, Canadian or international) rather than ETFs, if possible.
Q: I am down significantly on these 3 stocks (Pfe-25%,Dis-35%,JD-65%)
Are they worth holding or should I take the loss and move on to something else?
Are they worth holding or should I take the loss and move on to something else?
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- JD.com Inc. (JD)
- iShares China Large-Cap ETF (FXI)
- iShares MSCI China ETF (MCHI)
- KraneShares CSI China Internet ETF (KWEB)
Q: Hello Peter,
I don’t have any investments in my portfolio in the emerging market, especially in China. Would you please recommend a few stocks and/or ETFs for 5 year or longer holds. If possible, please provide on each of your recommended investments an approximate price-entry point. In general, what percentage of my portfolio should be allocated for this market?
Thank you,
Roger
I don’t have any investments in my portfolio in the emerging market, especially in China. Would you please recommend a few stocks and/or ETFs for 5 year or longer holds. If possible, please provide on each of your recommended investments an approximate price-entry point. In general, what percentage of my portfolio should be allocated for this market?
Thank you,
Roger
- Western Digital Corporation (WDC)
- Wynn Resorts Limited (WYNN)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- JD.com Inc. (JD)
Q: Hi group I am out of credits...Hopefully you can give me some guidance on how to play China opening up from Covis restrictions. Commodities and oil seems to stand out if you agree what companies have the most potential upside. Also looks like big tech is another beneficiary if you agree what is your top picks in this sector as well. Thanks for your goodwill service it much appreciated
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- Sea Limited American Depositary Shares each representing one Class A (SE)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Enghouse Systems Limited (ENGH)
- MercadoLibre Inc. (MELI)
- IDEXX Laboratories Inc. (IDXX)
- The Trade Desk Inc. (TTD)
- Etsy Inc. (ETSY)
- JD.com Inc. (JD)
- Roku Inc. (ROKU)
- WELL Health Technologies Corp. (WELL)
- Pure Storage Inc. Class A (PSTG)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Guardant Health Inc. (GH)
- Redfin Corporation (RDFN)
- Perion Network Ltd (PERI)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Pinterest Inc. Class A (PINS)
- Zoom Video Communications Inc. (ZM)
- Fiverr International Ltd. no par value (FVRR)
- CrowdStrike Holdings Inc. (CRWD)
- InMode Ltd. (INMD)
- Lemonade Inc. (LMND)
- Palantir Technologies Inc. Class A (PLTR)
- Airbnb Inc. (ABNB)
- Upstart Holdings Inc. (UPST)
- Mitek Systems Inc. (MITK)
- Taboola.com Ltd. (TBLA)
- Riskified Ltd. Class A (RSKD)
- Lantheus Holdings Inc. (LNTH)
- Catalyst Pharmaceuticals Inc. (CPRX)
Q: Over the past two years with the downturn of the market, I am down significantly with majority of these holdings in various accounts. I have a long-term 10+ year outlook, so looking to see if you feel any of these can be sold off given the outlook, management of the company? If so, what are your recommendations for a growth investor in either CAD/US stock options?
Thanks!!
Thanks!!
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- Freeport-McMoRan Inc. (FCX)
- Honeywell International Inc. (HON)
- Eli Lilly and Company (LLY)
- JD.com Inc. (JD)
- Roku Inc. (ROKU)
- Beyond Inc Com (OSTK)
- iShares 20+ Year Treasury Bond ETF (TLT)
- DexCom Inc. (DXCM)
- CrowdStrike Holdings Inc. (CRWD)
Q: Hello 5i
Recently you replied to a question regarding covered calls. You said you like high volatility companies for this strategy. In other places you said that you do not tend to write calls on core holdings. Just wondering what stocks you currently prefer for this strategy, that are not, or maybe, your core holdings
thanks
Recently you replied to a question regarding covered calls. You said you like high volatility companies for this strategy. In other places you said that you do not tend to write calls on core holdings. Just wondering what stocks you currently prefer for this strategy, that are not, or maybe, your core holdings
thanks
- Meta Platforms Inc. (META)
- PayPal Holdings Inc. (PYPL)
- Canopy Growth Corporation (WEED)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Block Inc. Class A (SQ)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- JD.com Inc. (JD)
- Roku Inc. (ROKU)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Zoom Video Communications Inc. (ZM)
Q: Hi Peter
I have question regarding the following list of “fallen angels”. These ten stocks have achieved significant drops in valuation since Dec. 31, 2020. Can you please rank these “fallen angels” in terms of the best risk-return profile over a five-to-ten-year hold? Everyone likes a bargain! Sometimes it is possible to survive a falling knife particularly if you use tungsten as a shield!
We cannot all be superman!
Baba
Fb
Jd
Lspd
Pypl
Roku
Shop
Sq
Weed
Zm
Thanks George
I have question regarding the following list of “fallen angels”. These ten stocks have achieved significant drops in valuation since Dec. 31, 2020. Can you please rank these “fallen angels” in terms of the best risk-return profile over a five-to-ten-year hold? Everyone likes a bargain! Sometimes it is possible to survive a falling knife particularly if you use tungsten as a shield!
We cannot all be superman!
Baba
Fb
Jd
Lspd
Pypl
Roku
Shop
Sq
Weed
Zm
Thanks George
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- QUALCOMM Incorporated (QCOM)
- Freeport-McMoRan Inc. (FCX)
- Hess Corporation (HES)
- JPMorgan Chase & Co. (JPM)
- Atlassian Corporation (TEAM)
- The Trade Desk Inc. (TTD)
- JD.com Inc. (JD)
- CrowdStrike Holdings Inc. (CRWD)
Q: Given the increasing implied VOL in options, what are your favourite names in CAD and USD for covered call strategies?
Looking for stocks that you already like that have reasonably liquid options (I know harder in CAD) and you think have excellent bounce back potential and wouldn't mind owning for 2-3 years. Thanks
Looking for stocks that you already like that have reasonably liquid options (I know harder in CAD) and you think have excellent bounce back potential and wouldn't mind owning for 2-3 years. Thanks
Q: Hi team,
I didn't see a question on this partnership (shop and JD), but is this not a relatively significant deal in your opinion?
I didn't see a question on this partnership (shop and JD), but is this not a relatively significant deal in your opinion?
- Sea Limited American Depositary Shares each representing one Class A (SE)
- Vanguard Total International Stock (VXUS)
- Sony Group Corporation American Depositary Shares (SONY)
- JD.com Inc. (JD)
Q: Thanks 5I team for helping us make better decision every day. With a long term Horizon of 3 year plus what is your number 1 ETF recommendation for International exposure (Ex Canada and US). Looking for value and growth, not much concerned about income/distributions. In the same line the top recommendation of International stock. As per Portfolio analysis I am very low on International.
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- JD.com Inc. (JD)
Q: Hi Team;
My question is whether to keep on holding baba or not . It is held in a US cash account so selling would incure a 53% loss as of today. The reason I ask today is that there have been many quality names that have sold off a lot . Just wondering if a switch into a different , more convincing beat down name might be a good move at this point. Ideally I would like as much recovery upside as baba potentially would have in order to try to recover my losses. Which essentially would mean a double from here.
Any names you would endorse switching to that might potentially meet this criteria ? Or do I keep patience and hold. I am a long term investor typically (10yr timeframe or more before retirement ). Thanks
Shane
My question is whether to keep on holding baba or not . It is held in a US cash account so selling would incure a 53% loss as of today. The reason I ask today is that there have been many quality names that have sold off a lot . Just wondering if a switch into a different , more convincing beat down name might be a good move at this point. Ideally I would like as much recovery upside as baba potentially would have in order to try to recover my losses. Which essentially would mean a double from here.
Any names you would endorse switching to that might potentially meet this criteria ? Or do I keep patience and hold. I am a long term investor typically (10yr timeframe or more before retirement ). Thanks
Shane
- Sea Limited American Depositary Shares each representing one Class A (SE)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Tencent Holdings Ltd. ADR (TCEHY)
- JD.com Inc. (JD)
- NIO Inc. American depositary shares each representing one Class A (NIO)
Q: Hi Peter,
Is this a good time to start buying Chinese companies? Can you give 4-5 names and why those? I am a long-term investor will be okay for some short-term risks.
Best,
Matt
Is this a good time to start buying Chinese companies? Can you give 4-5 names and why those? I am a long-term investor will be okay for some short-term risks.
Best,
Matt
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Tencent Holdings Ltd. ADR (TCEHY)
- NetEase Inc. (NTES)
- JD.com Inc. (JD)
- NIO Inc. American depositary shares each representing one Class A (NIO)
Q: Is there any China stocks you like
Thank you for your great service Lorraine
Thank you for your great service Lorraine
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- JD.com Inc. (JD)
Q: Is there a technical support level where these types of names get attractive or do political influences trump tools like this?
- Sea Limited American Depositary Shares each representing one Class A (SE)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- JD.com Inc. (JD)
Q: I know 5i doesn’t cover stocks outside of North America so please feel free to disregard my question if you can’t provide an answer. I currently have no direct exposure to Asia. Could you please rank Baba, JD and SE in a locked in RSP, 10+ horizon. I have space for one and since I’m happy with current valuations with the ongoing uncertainty, I would be ready to choose one. And could you please also comment on what would happen to the investment if it ever was delisted in terms of the access to the funds. Thank you!