Q: What is driving CJT recent jump in price? What is your opinion of the company at this time?
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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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Amazon.com Inc. (AMZN $223.16)
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Costco Wholesale Corporation (COST $991.37)
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Alphabet Inc. (GOOG $177.92)
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Intuitive Surgical Inc. (ISRG $538.94)
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Microsoft Corporation (MSFT $496.84)
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NVIDIA Corporation (NVDA $158.80)
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Booking Holdings Inc. (BKNG $5,833.11)
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JPMorgan Chase & Co. (JPM $286.64)
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Tesla Inc. (TSLA $296.78)
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Palantir Technologies Inc. (PLTR $137.47)
Q: Would you please (crystal ball required) provide me with 5 Canadian 5 USA stocks , any sector, to hold for the next 30 years, comes to mind stocks like MSFT JPM AMZN COST TSLA , the stocks I'm looking has potential for sustained growth, innovation, and resilience in the face of economic changes. Of course 30 years is a long time and anything can happen.
thank you
thank you
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Amazon.com Inc. (AMZN $223.16)
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Intuitive Surgical Inc. (ISRG $538.94)
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NVIDIA Corporation (NVDA $158.80)
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Argan Inc. (AGX $208.24)
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Carpenter Technology Corporation (CRS $280.94)
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Robinhood Markets Inc. (HOOD $95.93)
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Cellebrite DI Ltd. (CLBT $15.04)
Q: Good morning. Thank you for your timely advice to trim AGX & CRS, as a result I have $16K U.S to re-invest.
Do I invest in this newer wave of investors in HOOD or do I choose something in line with the Ai theme?
Unregistered US account, current holdings are: AMZN, AGX, CRS, CLBT, FDD, ISRG, EWJ, JPM, MSFT, NBIS, SRAD, SYK.
Thank you. David
Do I invest in this newer wave of investors in HOOD or do I choose something in line with the Ai theme?
Unregistered US account, current holdings are: AMZN, AGX, CRS, CLBT, FDD, ISRG, EWJ, JPM, MSFT, NBIS, SRAD, SYK.
Thank you. David
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Apple Inc. (AAPL $208.76)
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Amazon.com Inc. (AMZN $223.16)
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Alphabet Inc. (GOOG $177.92)
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Intuitive Surgical Inc. (ISRG $538.94)
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NVIDIA Corporation (NVDA $158.80)
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Booking Holdings Inc. (BKNG $5,833.11)
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Salesforce Inc. (CRM $270.15)
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Welltower Inc. (WELL $153.81)
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JPMorgan Chase & Co. (JPM $286.64)
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Visa Inc. (V $357.78)
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Enbridge Inc. (ENB $60.17)
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Constellation Software Inc. (CSU $5,009.99)
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Dollarama Inc. (DOL $190.04)
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WSP Global Inc. (WSP $281.54)
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Celestica Inc. (CLS $211.81)
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Thomson Reuters Corporation (TRI $275.48)
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Alimentation Couche-Tard Inc. (ATD $69.19)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.15)
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Axon Enterprise Inc. (AXON $808.10)
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Toronto Dominion Bank (The) (TD $74.15)
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CrowdStrike Holdings Inc. (CRWD $505.21)
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Vertiv Holdings LLC Class A (VRT $129.64)
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RTX Corporation (RTX $145.06)
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Cellebrite DI Ltd. (CLBT $15.04)
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Brookfield Corporation Class A Limited Voting Shares (BN $86.22)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.60)
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Lumine Group Inc. (LMN $48.20)
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TransMedics Group Inc. (TMDX $126.08)
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Costco CDR (CAD Hedged) (COST $45.20)
Q: BN is sitting at 7.5%, AXON - BKNG are 5% and the rest are 3% positions totaling approx. 83% of my stock assets. I have some 1-2% positions in my cash account (GSY, ATZ, PRL, CLBT, HPS.a, BNS,SU, TMDX, TVK and CNQ. I'm heavy tech, financials and industrials going into H2 2025. Would you add to, remove or change anything is this was your account (assuming you're 52 and plan to retire in 8 years). Not looking for a person allocation but rather if it was you, what might you be looking to adjust, if anything. Note I have no utilities currently. Thanks and have a great weekend.
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Amazon.com Inc. (AMZN $223.16)
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Costco Wholesale Corporation (COST $991.37)
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Microsoft Corporation (MSFT $496.84)
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Netflix Inc. (NFLX $1,287.24)
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Spotify Technology S.A. (SPOT $737.78)
Q: Can you please suggest your 5 top companies who make significant cash flows from subscription/member fees. Thank you.
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Amazon.com Inc. (AMZN $223.16)
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NVIDIA Corporation (NVDA $158.80)
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Tesla Inc. (TSLA $296.78)
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Apple CDR (CAD Hedged) (AAPL $30.20)
Q: Hello 5i,
Of the mag 7, I hold MSFT, GOOGL, and META. Please suggest the next mag 7 to hold or just add to those that I already have. This is for 7 to 10 years. My portfolio is balanced in all sectors as a blue chip, dividend, value investor with some growth. Eighty years old.
Thank you for your great service.
Of the mag 7, I hold MSFT, GOOGL, and META. Please suggest the next mag 7 to hold or just add to those that I already have. This is for 7 to 10 years. My portfolio is balanced in all sectors as a blue chip, dividend, value investor with some growth. Eighty years old.
Thank you for your great service.
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Adobe Inc. (ADBE $377.70)
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Amazon.com Inc. (AMZN $223.16)
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Alphabet Inc. (GOOG $177.92)
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Intuitive Surgical Inc. (ISRG $538.94)
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NVIDIA Corporation (NVDA $158.80)
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JPMorgan Chase & Co. (JPM $286.64)
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Eli Lilly and Company (LLY $780.98)
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Applovin Corporation (APP $355.49)
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Coinbase Global Inc (COIN $361.23)
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Robinhood Markets Inc. (HOOD $95.93)
Q: I enjoy all the questions that pass through. I’m not into day trading but certainly add a couple swing trades in as a boost as well as selling calls.
With the question you answered about Canadian companies for day trading would you please provide a few US names that would fit your criteria.
Thank you.
With the question you answered about Canadian companies for day trading would you please provide a few US names that would fit your criteria.
Thank you.
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Amazon.com Inc. (AMZN $223.16)
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Alphabet Inc. (GOOG $177.92)
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Salesforce Inc. (CRM $270.15)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $128.43)
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Celestica Inc. (CLS $155.36)
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Construction Partners Inc. (ROAD $105.00)
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Valhi Inc. (VHI $18.16)
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Galaxy Digital Inc. Class A common stock (GLXY $26.98)
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Shift4 Payments Inc. Class A (FOUR $105.20)
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Cellebrite DI Ltd. (CLBT $15.04)
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Propel Holdings Inc. (PRL $38.54)
Q: How would you rate buying these growth stocks today for a 3 -year hold?
Amzn, goog, VHI, PRL, CLS , HPS.a , GLXY, VHI, FOUR, ROAD , CRM, CLBT
Amzn, goog, VHI, PRL, CLS , HPS.a , GLXY, VHI, FOUR, ROAD , CRM, CLBT
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Amazon.com Inc. (AMZN $223.16)
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Booking Holdings Inc. (BKNG $5,833.11)
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Dollarama Inc. (DOL $190.04)
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lululemon athletica inc. (LULU $236.21)
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Aritzia Inc. Subordinate Voting Shares (ATZ $75.00)
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Pool Corporation (POOL $296.72)
Q: Do you have any suggestions for consumer discretionary buys, Canada, US or other, and is now an advisable time to jump in?
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Apple Inc. (AAPL $208.76)
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Amazon.com Inc. (AMZN $223.16)
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Meta Platforms Inc. (META $720.01)
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Alphabet Inc. (GOOG $177.92)
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Microsoft Corporation (MSFT $496.84)
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Netflix Inc. (NFLX $1,287.24)
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NVIDIA Corporation (NVDA $158.80)
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Booking Holdings Inc. (BKNG $5,833.11)
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Eli Lilly and Company (LLY $780.98)
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UnitedHealth Group Incorporated (DE) (UNH $305.05)
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United Rentals Inc. (URI $787.21)
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Tesla Inc. (TSLA $296.78)
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KKR & Co. Inc. (KKR $136.54)
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Advanced Micro Devices Inc. (AMD $136.28)
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Arista Networks Inc. (ANET $101.62)
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ASML Holding N.V. (ASML $783.83)
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Powell Industries Inc. (POWL $216.20)
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CrowdStrike Holdings Inc. (CRWD $505.21)
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Cellebrite DI Ltd. (CLBT $15.04)
Q: Good morning!
Mag 7 owned, UNH, AMD, URI, POWL, ASML, KKR, CLBT, LLY, ANET.
What are “your” top 3 US additions to this list? Thank you for all the incredible things here.
Mag 7 owned, UNH, AMD, URI, POWL, ASML, KKR, CLBT, LLY, ANET.
What are “your” top 3 US additions to this list? Thank you for all the incredible things here.
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Amazon.com Inc. (AMZN $223.16)
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Meta Platforms Inc. (META $720.01)
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Alphabet Inc. (GOOG $177.92)
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iShares Russell 2000 Growth ETF (IWO $289.15)
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Advanced Micro Devices Inc. (AMD $136.28)
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Uber Technologies Inc. (UBER $97.40)
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CrowdStrike Holdings Inc. (CRWD $505.21)
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Palantir Technologies Inc. (PLTR $137.47)
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SoFi Technologies Inc. (SOFI $20.65)
Q: All of these stocks I have positions in and would like to add only if the price is right. Can you give me a target number for each stock listed? CRWD, PLTR, SOFI, AMD, GOOG, IWO, META, AMZN, GSY, UBER, L, DOL. Take as many credits as you need. I'm 33 and these are for retirement so long term horizon.
Q: May I have your opinion of Amazon and Apple’s earnings this quarter and future outlook please.
Not sure this really applies to these two, but I’ve heard that the tariffs won’t truly impact companies’ earnings until next quarter (with some companies stockpiling 3-6 months worth of inventory to try to ride this out and customers doing the same). Mind you, we could wake up tomorrow and everything has changed again.
Thank you.
Not sure this really applies to these two, but I’ve heard that the tariffs won’t truly impact companies’ earnings until next quarter (with some companies stockpiling 3-6 months worth of inventory to try to ride this out and customers doing the same). Mind you, we could wake up tomorrow and everything has changed again.
Thank you.
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Apple Inc. (AAPL $208.76)
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Amazon.com Inc. (AMZN $223.16)
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Meta Platforms Inc. (META $720.01)
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Alphabet Inc. (GOOG $177.92)
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Microsoft Corporation (MSFT $496.84)
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NVIDIA Corporation (NVDA $158.80)
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Tesla Inc. (TSLA $296.78)
Q: My mag7 holdings have only really consisted of GOOG and NVDA, is this good enough? Seeing MSFT and META with strong earnings, should I diversity more into the other holdings? If you were to rank the mag7, what would they look like? Was considering a stake in AMZN and I know they report tonight. Thank you!
Q: Would you recommend Amazon now with Q1 earnings coming out this week?
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Amazon.com Inc. (AMZN $223.16)
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Alphabet Inc. (GOOG $177.92)
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United Rentals Inc. (URI $787.21)
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Blackstone Inc. (BX $154.54)
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WELL Health Technologies Corp. (WELL $4.47)
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Knight-Swift Transportation Holdings Inc. (KNX $46.46)
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U-Haul Holding Co Com (UHAL $60.70)
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TFI International Inc - Ordinary Shares (TFII $92.12)
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Vertiv Holdings LLC Class A (VRT $129.64)
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Propel Holdings Inc. (PRL $38.54)
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Brookfield Corporation Class A Limited Voting Shares (BN $86.22)
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Nebius Group N.V. (NBIS $47.57)
Q: Which tax loss proxies would you suggest for the following companies?
Are there some that you would rather stay in cash for a month or just sell out right and buy something unrelated?
I am a bit hesitant to sell BN,GOOG and AMZN for a tax loss as I feel they have the most bounce potential on good news. What do you think of that?
Are there some that you would rather stay in cash for a month or just sell out right and buy something unrelated?
I am a bit hesitant to sell BN,GOOG and AMZN for a tax loss as I feel they have the most bounce potential on good news. What do you think of that?
Q: Hello
looking for an entry for a partial position
3 plus years hold
both have dropped alot, should I wait for a bottom to form 1st,
can you suggest an entry price for both of this 2 stocks? (US price)
thank you
Michael
looking for an entry for a partial position
3 plus years hold
both have dropped alot, should I wait for a bottom to form 1st,
can you suggest an entry price for both of this 2 stocks? (US price)
thank you
Michael
Q: hello 5i:
IF one wanted to buy one Consumer Discretionary stock and nothing the obvious size difference, could you comment on current fundamental/valuation differences, growth rates, balance sheet advantages, etc
thanks
Paul L
IF one wanted to buy one Consumer Discretionary stock and nothing the obvious size difference, could you comment on current fundamental/valuation differences, growth rates, balance sheet advantages, etc
thanks
Paul L
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Amazon.com Inc. (AMZN $223.16)
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Alphabet Inc. (GOOG $177.92)
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Booking Holdings Inc. (BKNG $5,833.11)
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Constellation Software Inc. (CSU $5,009.99)
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Intact Financial Corporation (IFC $312.83)
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WSP Global Inc. (WSP $281.54)
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Thomson Reuters Corporation (TRI $275.48)
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Berkshire Hathaway Inc. (BRK.B $475.12)
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Trane Technologies plc (TT $434.81)
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Brookfield Corporation Class A Limited Voting Shares (BN $86.22)
Q: Hi Guys,
With ALL the uncertainty in North America, what would be your top 10 stocks for 3 to 5 year hold?
thanks
Jim
With ALL the uncertainty in North America, what would be your top 10 stocks for 3 to 5 year hold?
thanks
Jim
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Amazon.com Inc. (AMZN $223.16)
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Alphabet Inc. (GOOG $177.92)
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Microsoft Corporation (MSFT $496.84)
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JPMorgan Chase & Co. (JPM $286.64)
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Tesla Inc. (TSLA $296.78)
Q: Could you please recommend five Canadian stocks and five US stocks that are usually good to sell covered calls on?
Q: I do not own FDX, but I know that parcel deliveries are sometimes seen as a forward looking economic indicator. Do you agree with this thesis? And can you please comment on FDX earnings and especially commentary. Thank-you.