Q: Looks like Amazon and Google are taking a hit today. Your thoughts?
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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 $215.88)
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Booking Holdings Inc. (BKNG $5,147.45)
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Constellation Software Inc. (CSU $3,750.01)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.18)
Q: What are your 5 or 6 top picks in this current market weakness. Long term hold and forget. No specific sectors but preferably large caps. I like dividends but does not have to be a dividend payers. Thank you!
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Amazon.com Inc. (AMZN $215.88)
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Meta Platforms Inc. (META $732.43)
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Alphabet Inc. (GOOG $256.80)
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Microsoft Corporation (MSFT $517.93)
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NVIDIA Corporation (NVDA $183.94)
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Super Micro Computer Inc. (SMCI $56.02)
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Vertiv Holdings LLC Class A (VRT $176.42)
Q: I am interested in getting into the AI sector. What are your suggestions for something reliable and affordable?
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Amazon.com Inc. (AMZN $215.88)
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Restaurant Brands International Inc. (QSR $95.56)
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BRP Inc. Subordinate Voting Shares (DOO $93.02)
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Magna International Inc. (MG $63.04)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $230.13)
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Tesla Inc. (TSLA $443.72)
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Ulta Beauty Inc. (ULTA $529.89)
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Aritzia Inc. Subordinate Voting Shares (ATZ $90.66)
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Crocs Inc. (CROX $82.83)
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Celsius Holdings Inc. (CELH $65.32)
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Global-E Online Ltd. (GLBE $33.01)
Q: My Consumer Descretionary % is a bit low.
1. I'm a little gun shy buying this sector right now due to economy slowing in the face of higher interest rates. It seems the consumer may be struggling here for awhile. Would you bump up a low sector waiting right now or just wait 6-12 months?
2. How would you currently rank the following watchlist for capital appreciation over the next year+? Are there some you would not really consider Consumer Descretionary - seems to be quite a range of business.
SHOP, QSR, ATZ, DOO, TSLA, MG, AMZN, ULTA, CELH, BKNG, GLBE, CROX.
1. I'm a little gun shy buying this sector right now due to economy slowing in the face of higher interest rates. It seems the consumer may be struggling here for awhile. Would you bump up a low sector waiting right now or just wait 6-12 months?
2. How would you currently rank the following watchlist for capital appreciation over the next year+? Are there some you would not really consider Consumer Descretionary - seems to be quite a range of business.
SHOP, QSR, ATZ, DOO, TSLA, MG, AMZN, ULTA, CELH, BKNG, GLBE, CROX.
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Apple Inc. (AAPL $263.11)
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Amazon.com Inc. (AMZN $215.88)
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Microsoft Corporation (MSFT $517.93)
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NVIDIA Corporation (NVDA $183.94)
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Constellation Software Inc. (CSU $3,750.01)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $230.13)
Q: Everyone, I own the above stocks and I have had them for many years. Under what conditions would you sell them individually or collectively. My investing philosophy is to own the best of the best and hold them forever. Clayton
Q: could you please explain the connection between these two symbols
and how the dollar difference is applied. thank you.
and how the dollar difference is applied. thank you.
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Apple Inc. (AAPL $263.11)
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Amazon.com Inc. (AMZN $215.88)
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Alphabet Inc. (GOOG $256.80)
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Microsoft Corporation (MSFT $517.93)
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NVIDIA Corporation (NVDA $183.94)
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Pure Storage Inc. Class A (PSTG $92.07)
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Vertiv Holdings LLC Class A (VRT $176.42)
Q: Everyone. AI is at the beginning of a great breakout in many industries. AI is in exponentially growth period and the early adopters will benefit but the biggest beneficiaries are yet to be identified. I didn’t understand the benefits of MSFT or APPL in their pre-real growth stages. Will AI change the stock market in a profound way the humans will not be involved ie the human stock pickers. What tech areas should I look for be looking for or are they in my view already? Should we believe in the large cap tech stocks will continue to lead, or buy, the AI technology revolution? Clayton
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Apple Inc. (AAPL $263.11)
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Amazon.com Inc. (AMZN $215.88)
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Meta Platforms Inc. (META $732.43)
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Alphabet Inc. (GOOG $256.80)
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Microsoft Corporation (MSFT $517.93)
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Netflix Inc. (NFLX $1,242.81)
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NVIDIA Corporation (NVDA $183.94)
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Ford Motor Company (F $12.05)
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Oracle Corporation (ORCL $278.11)
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Tesla Inc. (TSLA $443.72)
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Advanced Micro Devices Inc. (AMD $242.24)
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NIO Inc. American depositary shares each representing one Class A (NIO $7.03)
Q: I am heavy into Tech with most weight in NVDA @ Avg. of $222. All good stocks/COs...Should I be worried? About which ones?
Many Thanks!
Many Thanks!
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Apple Inc. (AAPL $263.11)
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Amazon.com Inc. (AMZN $215.88)
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Costco Wholesale Corporation (COST $933.39)
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Alphabet Inc. (GOOGL $256.16)
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Intel Corporation (INTC $38.14)
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Microsoft Corporation (MSFT $517.93)
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NVIDIA Corporation (NVDA $183.94)
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McDonald's Corporation (MCD $307.14)
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Visa Inc. (V $343.49)
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Walmart Inc. (WMT $106.81)
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Constellation Software Inc. (CSU $3,750.01)
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Tourmaline Oil Corp. (TOU $60.45)
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WSP Global Inc. (WSP $280.23)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $230.13)
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Tesla Inc. (TSLA $443.72)
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Advanced Micro Devices Inc. (AMD $242.24)
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Sprott Physical Gold Trust (PHYS $46.34)
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Baytex Energy Corp (BTE $2.27)
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Boyd Group Services Inc. (BYD $210.04)
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Topicus.com Inc. (TOI $138.80)
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Lumine Group Inc. (LMN $35.15)
Q: Hi group please indicate in what order and at what entry price would you add to the above stocks. Only comment on the top 10 out of above list (i have a 100k to spend would you go all in now or wait until markets settle Thanks for your help with this decision
Q: WHat do you think of this company? Growth, valuation, buy/sell?
Thanks,
Thanks,
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Amazon.com Inc. (AMZN $215.88)
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Meta Platforms Inc. (META $732.43)
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Alphabet Inc. (GOOGL $256.16)
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Microsoft Corporation (MSFT $517.93)
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Tesla Inc. (TSLA $443.72)
Q: Hello Peter,
In order of preference for long term, can you please rank the names? Much appreciated.
In order of preference for long term, can you please rank the names? Much appreciated.
Q: Lots has been made of Buy with Prime on Shopify. Markets certainly liked it. I came across the attached article that is quite revealing, if all is factual (no reason to believe not). Can we get your thoughts on how things unfolded? Are there any negatives, or things to be wary, for Shop getting more involved with Amazon. How important is Buy with Prime to SHOP?
https://www.businessinsider.com/inside-clash-between-amazon-shopify-over-buy-with-prime-2023-9
https://www.businessinsider.com/inside-clash-between-amazon-shopify-over-buy-with-prime-2023-9
Q: Morning 5i team,
I bough URI back in May 2023 and have done quite well over a short period of time. It's close to it's all time high and although it might have some more upside potential, it may be limited.
I'm thinking of switching from URI to AMZN for a possible better return.
What are your thoughts on the switch or should I stay the course or would you suggest a different stock to switch to.
I currently hold AAPL, GOOG, MSFT and NVDA in that account.
Your thoughts and reasons for your suggestions are appreciated.
Have a great day.
Joe
I bough URI back in May 2023 and have done quite well over a short period of time. It's close to it's all time high and although it might have some more upside potential, it may be limited.
I'm thinking of switching from URI to AMZN for a possible better return.
What are your thoughts on the switch or should I stay the course or would you suggest a different stock to switch to.
I currently hold AAPL, GOOG, MSFT and NVDA in that account.
Your thoughts and reasons for your suggestions are appreciated.
Have a great day.
Joe
Q: SHOP and AMZN announced 'buy with prime' will now be available on SHOP. How big a deal is this? What will it allow customers to do that they couldn't do before? Was SHOP losing sales before?
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Amazon.com Inc. (AMZN $215.88)
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Alphabet Inc. (GOOG $256.80)
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Lowe's Companies Inc. (LOW $243.50)
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Canadian National Railway Company (CNR $134.35)
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BCE Inc. (BCE $33.37)
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Enbridge Inc. (ENB $66.25)
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TC Energy Corporation (TRP $72.32)
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Sun Life Financial Inc. (SLF $85.75)
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TELUS Corporation (T $21.23)
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Restaurant Brands International Inc. (QSR $95.56)
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Capital Power Corporation (CPX $71.51)
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Superior Plus Corp. (SPB $7.88)
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Tricon Residential Inc. (TCN $15.34)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $230.13)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
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Tamarack Valley Energy Ltd. (TVE $6.10)
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BMO Covered Call Canadian Banks ETF (ZWB $23.05)
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BMO Covered Call Utilities ETF (ZWU $11.59)
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Hydro One Limited (H $52.40)
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Perion Network Ltd (PERI $9.77)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $64.23)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.18)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $76.95)
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Lumine Group Inc. (LMN $35.15)
Q: If you had $20,000 to invest today for and Income with some growth investor in an otherwise well diversified portfolio, what would you pick or just add to?
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Amazon.com Inc. (AMZN $215.88)
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Costco Wholesale Corporation (COST $933.39)
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Alphabet Inc. (GOOG $256.80)
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Microsoft Corporation (MSFT $517.93)
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NVIDIA Corporation (NVDA $183.94)
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PepsiCo Inc. (PEP $153.53)
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Vanguard S&P 500 Index ETF (VFV $167.80)
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Vanguard S&P 500 ETF (VOO $617.69)
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INVESCO QQQ Trust (QQQ $612.60)
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Copart Inc. (CPRT $44.69)
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Hilton Worldwide Holdings Inc. (HLT $261.50)
Q: What are your top 4-5 picks (stocks or ETFs) for an RRSP with a 15-20 year horizon?
Thanks,
Thanks,
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Amazon.com Inc. (AMZN $215.88)
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Walmart Inc. (WMT $106.81)
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Zoetis Inc. Class A (ZTS $145.40)
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IDEXX Laboratories Inc. (IDXX $640.10)
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Trupanion Inc. (TRUP $43.87)
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Chewy Inc. Class A (CHWY $37.51)
Q: Can I please have your opinion on whether these two businesses have long term growth potential? Have been losers in my portfolio and wondering if it’s time to move on or if patience is needed. Thanks
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Amazon.com Inc. (AMZN $215.88)
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Costco Wholesale Corporation (COST $933.39)
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Alphabet Inc. (GOOG $256.80)
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Visa Inc. (V $343.49)
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Constellation Software Inc. (CSU $3,750.01)
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SPDR S&P 500 ETF Trust (SPY $671.85)
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INVESCO QQQ Trust (QQQ $612.60)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.18)
Q: Hi Team,
For an 18 year old who just opened their TFSA and starting with $6500, what stocks or ETFs (CDN and/or US) would you start with? There are no trading fees so there is no worry to buy 10 names if that is the best way forward.
Thanks
For an 18 year old who just opened their TFSA and starting with $6500, what stocks or ETFs (CDN and/or US) would you start with? There are no trading fees so there is no worry to buy 10 names if that is the best way forward.
Thanks
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Adobe Inc. (ADBE $341.68)
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Amazon.com Inc. (AMZN $215.88)
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Meta Platforms Inc. (META $732.43)
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Alphabet Inc. (GOOG $256.80)
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Microsoft Corporation (MSFT $517.93)
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Elastic N.V. (ESTC $82.69)
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Snowflake Inc. (SNOW $245.76)
Q: For AI, which companies are in the best position to benefit from having the largest and highest quality data sets, in addition to GOOGL ADBE and META. Please explain how they can benefit and whether they are buyable today for long-term holds.
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Amazon.com Inc. (AMZN $215.88)
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Costco Wholesale Corporation (COST $933.39)
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PepsiCo Inc. (PEP $153.53)
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Philip Morris International Inc (PM $157.46)
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Walmart Inc. (WMT $106.81)
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Kenvue Inc. (KVUE $15.16)
Q: Hi 5i,
I want to add 1 of the following consumer related US companies to an income portfolio with some growth:
COST (good growth, very small dividend)
WMT (good growth, small dividend)
AMZN (Good growth, No dividend)
KVUE (good products, good dividend, not as much growth)
Please review them, rank them in order of preference for a long term hold. If you have a better alternative, please include it.
Please deduct 5 credits, 1 for each company and 1 for the other possibility.
I look forward to your review.
John
I want to add 1 of the following consumer related US companies to an income portfolio with some growth:
COST (good growth, very small dividend)
WMT (good growth, small dividend)
AMZN (Good growth, No dividend)
KVUE (good products, good dividend, not as much growth)
Please review them, rank them in order of preference for a long term hold. If you have a better alternative, please include it.
Please deduct 5 credits, 1 for each company and 1 for the other possibility.
I look forward to your review.
John