Q: Would you kindly provide your ranking for these 3 companies for a 1 to 2 year hold from 2 perspectives, first with regard to growth with the "growthiest" first and second with regard to safety with the safest of the three listed first. Your view specifically on the Intel miss and whether you think it impairs the stock longer term or whether the miss is more of a shorter term impediment to the equity price. Thank you for your help. Ken
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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.
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Adobe Inc. (ADBE $347.47)
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NVIDIA Corporation (NVDA $192.57)
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QUALCOMM Incorporated (QCOM $165.66)
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FireEye Inc. (FEYE)
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Roku Inc. (ROKU $97.14)
Q: I would like your opinion on these tech stocks for my tfsa. tech stocks were suggested by you in my last question - "For some growth, one could add tech names (US or Canadian), if applicable. We note that less than five years is still considered relatively short-term, so we would keep things on the lower risk profile in general."
if u could rank them, or suggest better ones to research that would be great.
k
if u could rank them, or suggest better ones to research that would be great.
k
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Adobe Inc. (ADBE $347.47)
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Amazon.com Inc. (AMZN $227.74)
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Intuitive Surgical Inc. (ISRG $443.76)
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NVIDIA Corporation (NVDA $192.57)
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Block Inc. Class A (SQ)
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Atlassian Corporation (TEAM $147.74)
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Just Eat Takeaway.com N.V. (GRUB)
Q: I have some cash to deploy. Can you state your order of preference please.
Thanks a lot.
Thanks a lot.
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Adobe Inc. (ADBE $347.47)
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Illumina Inc. (ILMN $96.45)
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NVIDIA Corporation (NVDA $192.57)
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Mastercard Incorporated (MA $564.55)
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Visa Inc. (V $347.04)
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Block Inc. Class A (SQ)
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Just Eat Takeaway.com N.V. (GRUB)
Q: How would rank the stocks on straight growth prospects over the next 6 months ( High risk to Low risk ) thank You Claude
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Adobe Inc. (ADBE $347.47)
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Amazon.com Inc. (AMZN $227.74)
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Illumina Inc. (ILMN $96.45)
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Intuitive Surgical Inc. (ISRG $443.76)
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Microsoft Corporation (MSFT $522.40)
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Salesforce Inc. (CRM $245.33)
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Kinaxis Inc. (KXS $185.61)
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Box Inc. Class A (BOX $33.03)
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The Trade Desk Inc. (TTD $54.09)
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Etsy Inc. (ETSY $72.86)
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Just Eat Takeaway.com N.V. (GRUB)
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Spotify Technology S.A. (SPOT $673.66)
Q: Would you recommend buying any of the following stocks in the current selloff? Do any of them stand out as particularly attractive or risky right now?
AMZN, GRUB, ETSY, SPOT
KXS, MSFT, CRM, ADBE, TTD, BOX
ISRG, ILMN
Thanks for your thoughts.
AMZN, GRUB, ETSY, SPOT
KXS, MSFT, CRM, ADBE, TTD, BOX
ISRG, ILMN
Thanks for your thoughts.
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Adobe Inc. (ADBE $347.47)
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Tourmaline Oil Corp. (TOU $61.14)
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Maxar Technologies Inc. (MAXR $70.54)
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Stars Group Inc. (The) (TSGI $37.49)
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NFI Group Inc. (NFI $15.43)
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Kinaxis Inc. (KXS $185.61)
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TORC Oil & Gas Ltd. (TOG $3.21)
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Essential Energy Services Ltd. (ESN $0.40)
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VersaBank (VBNK $17.01)
Q: 16% of my portfolio is made up of the above listed stocks.
All are relatively volatile compared to the rest (84%) of my holdings
Do you consider these holdings and their weights to represent excessive risk to a portfolio?
Which of these stocks would you keep and which would you sell to reduce the risk?
Many thanks
John
All are relatively volatile compared to the rest (84%) of my holdings
Do you consider these holdings and their weights to represent excessive risk to a portfolio?
Which of these stocks would you keep and which would you sell to reduce the risk?
Many thanks
John
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Adobe Inc. (ADBE $347.47)
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Dollarama Inc. (DOL $175.41)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $76.60)
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NFI Group Inc. (NFI $15.43)
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Premium Brands Holdings Corporation (PBH $95.53)
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Savaria Corporation (SIS $21.65)
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Spin Master Corp. Subordinate Voting Shares (TOY $19.00)
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Arista Networks Inc. (ANET $158.23)
Q: Hello 5i,
Could you please tell me the expected earnings increases ,if any, over the next 12-18 months of the above mentioned companies?
Thanks
Dave
Could you please tell me the expected earnings increases ,if any, over the next 12-18 months of the above mentioned companies?
Thanks
Dave
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Photon Control Inc. (PHO $3.60)
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Adobe Inc. (ADBE $347.47)
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Amazon.com Inc. (AMZN $227.74)
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Meta Platforms Inc. (META $733.51)
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Alphabet Inc. (GOOG $242.21)
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Micron Technology Inc. (MU $192.33)
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NVIDIA Corporation (NVDA $192.57)
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Constellation Software Inc. (CSU $3,949.97)
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Kinaxis Inc. (KXS $185.61)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.88)
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Block Inc. Class A (SQ)
Q: Hi !
I invest mostly in growth stocks but with 28% of my portfolio in tech, I may be overloaded in this sector. My present holdings are: CSU (2.7%) PHO (2.5%) KXS (3.2%) SHOP (3.5%) ADBE (3.1%) FB (2.7%) GOOG (2.6%) MU (1.8%) NVDA (2.2%) SQ (3.%). If I were to reduce the number of holdings as well as my tech %, on which stocks would you suggest to concentrate, identifying those with most growth potential and those more risky ? Are there any other stocks better suited to my goal ? Or should I stay the course here ?
Thank you for your good attention,
JD
I invest mostly in growth stocks but with 28% of my portfolio in tech, I may be overloaded in this sector. My present holdings are: CSU (2.7%) PHO (2.5%) KXS (3.2%) SHOP (3.5%) ADBE (3.1%) FB (2.7%) GOOG (2.6%) MU (1.8%) NVDA (2.2%) SQ (3.%). If I were to reduce the number of holdings as well as my tech %, on which stocks would you suggest to concentrate, identifying those with most growth potential and those more risky ? Are there any other stocks better suited to my goal ? Or should I stay the course here ?
Thank you for your good attention,
JD
Q: Hello, What are your thoughts on Adobe as a long term hold? If would rather own some thing else in the US which shows a lot of promise in the long run what would it be? Thanks.
Shyam
Shyam
Q: I'd like to pick a US stock for my portfolio. I like NVDA, but do you feel it and MU at current prices are already overvalued and if so would you suggest something else.
Thanks!
Thanks!
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Adobe Inc. (ADBE $347.47)
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Amazon.com Inc. (AMZN $227.74)
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Micron Technology Inc. (MU $192.33)
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NVIDIA Corporation (NVDA $192.57)
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Box Inc. Class A (BOX $33.03)
Q: If you were asked for 5 top stocks recommendations to invest in in the USA what would they be ? RAK
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Apple Inc. (AAPL $254.04)
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Adobe Inc. (ADBE $347.47)
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Cisco Systems Inc. (CSCO $69.96)
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Meta Platforms Inc. (META $733.51)
Q: Suggestion for long term US stocks with good balance sheet and cash flow.
Bob
Bob
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Adobe Inc. (ADBE $347.47)
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Salesforce Inc. (CRM $245.33)
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Xylem Inc. New (XYL $146.81)
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ServiceNow Inc. (NOW $917.95)
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Just Eat Takeaway.com N.V. (GRUB)
Q: Hello 5i
Please give me your thoughts on the above companies with regard to growth over the next 12-24 months. Which would you prefer?
Thank you so much for all your invaluable guidance!!
Dave
Please give me your thoughts on the above companies with regard to growth over the next 12-24 months. Which would you prefer?
Thank you so much for all your invaluable guidance!!
Dave
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Adobe Inc. (ADBE $347.47)
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Charles Schwab Corporation (The) (SCHW $94.02)
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iRhythm Technologies Inc. (IRTC $176.56)
Q: Hopefully, your research will recognise the first 3 NASDAQ listings. Based on the continuing manic disorder in the Land of the Free & the Home of the Brave I am planning on certain substantial changes in our US investments. The major tax changes certainly provide new opportunities & I would appreciate your evaluation & assessment of the 4 individual choices I am considering. Thank you.
Q: What did you think of ADBE recent earnings and would you be a buyer of this stock to day in a reasonably diversified portfolio?
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Photon Control Inc. (PHO $3.60)
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Adobe Inc. (ADBE $347.47)
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Alphabet Inc. (GOOG $242.21)
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NVIDIA Corporation (NVDA $192.57)
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Kinaxis Inc. (KXS $185.61)
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Savaria Corporation (SIS $21.65)
Q: Hello 5i.
Could you please give me your top 3 U.S. and 3 CDN stocks you would buy full positions in this week (risk and sector not a concern) with good momentum leading in to 2018.
Thx.
Could you please give me your top 3 U.S. and 3 CDN stocks you would buy full positions in this week (risk and sector not a concern) with good momentum leading in to 2018.
Thx.
Q: Can you please give me your opinion on ADBE earings.
Thanks for the great service
Thanks for the great service
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Adobe Inc. (ADBE $347.47)
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NVIDIA Corporation (NVDA $192.57)
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Manulife Financial Corporation (MFC $44.78)
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Sun Life Financial Inc. (SLF $85.28)
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Kinaxis Inc. (KXS $185.61)
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Cognex Corporation (CGNX $46.57)
Q: Hi,
I currently dont hold any tech or insurance companies. The rest of my portfolio is fairly diversified. With the recent tech pullback and also rumors of rate hikes where do you see as being a better long term investment? I like to think in terms of at least 3-5 years. All drips available will be used. Currently I have one full position worth of cash available. Am I better do you think to put it all into one or split between some? Do you see somewhere better to put the dollars to work?
Thanks
I currently dont hold any tech or insurance companies. The rest of my portfolio is fairly diversified. With the recent tech pullback and also rumors of rate hikes where do you see as being a better long term investment? I like to think in terms of at least 3-5 years. All drips available will be used. Currently I have one full position worth of cash available. Am I better do you think to put it all into one or split between some? Do you see somewhere better to put the dollars to work?
Thanks
Q: I hold AAPL, GOOGL, OTEX, and CSU which make up 10% of my total portfolio. What would be one other name you would add to get good sector diversification? Something in the US?
Q: Hi,
I have four questions.
1) How do you decide on what is the optimal level of EV/EBITDA and debt to equity ratio for different industries (such as high tech, consumer discretionary, financial, industrial, small growth companies)?
2) Can you please recommend some reading material on analyzing company fundamentals?
3) What is your opinion on Adobe Systems (ADBE)?
4) What is your opinion on Amphenol Corp (APH)?
Thank you,
Lai
I have four questions.
1) How do you decide on what is the optimal level of EV/EBITDA and debt to equity ratio for different industries (such as high tech, consumer discretionary, financial, industrial, small growth companies)?
2) Can you please recommend some reading material on analyzing company fundamentals?
3) What is your opinion on Adobe Systems (ADBE)?
4) What is your opinion on Amphenol Corp (APH)?
Thank you,
Lai