Q: Hi, there is a lot of love for TDOC and it has grown quickly. I used to own it but sold, and am revisiting and researching the name. The main concern I have is reports that whales like Amazon and Wallmart, etc. are moving into the area of digital health. Amazon Care in particular, while currently a pilot project in Washington for Amazon employees, could expand if they see potential. Since TDOC is at a very high multiple to sales, I question the risk/reward here, can you please comment on your perspective? Would this risk also apply to WELL, which I own?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
Apple Inc. (AAPL $252.29)
-
Amazon.com Inc. (AMZN $213.04)
-
Meta Platforms Inc. (META $716.92)
-
Alphabet Inc. (GOOG $253.79)
-
NVIDIA Corporation (NVDA $183.22)
-
QUALCOMM Incorporated (QCOM $163.45)
-
AbbVie Inc. (ABBV $229.57)
-
The Boeing Company (BA $212.94)
-
Lockheed Martin Corporation (LMT $495.15)
-
Pinterest Inc. Class A (PINS $32.39)
-
CrowdStrike Holdings Inc. (CRWD $484.65)
Q: Can you suggest some companies with decent premiums that you think would be good candidates for an income generating strategy using options.
Many thanks.
Mike
Many thanks.
Mike
Q: Hello, Can you please list in order which one of these Titans would you recommend for a 10 year hold within a TFSA. Or, should all three be held, currently in my US TFSA I only hold COST. I have other investments like ETFs and stocks in my CDN TFSA for diversity.
Thanks,
Robbie
Thanks,
Robbie
-
Amazon.com Inc. (AMZN $213.04)
-
BRP Inc. Subordinate Voting Shares (DOO $94.50)
-
Magna International Inc. (MG $62.71)
-
Aritzia Inc. Subordinate Voting Shares (ATZ $89.76)
-
Boyd Group Services Inc. (BYD $209.51)
Q: I currently have Aritzia, BRP, Magna, and Boyd Group in my consumer cyclicals. Would you replace any of them with Amazon, or do you think my current picks are better? Thanks
-
Amazon.com Inc. (AMZN $213.04)
-
NVIDIA Corporation (NVDA $183.22)
-
goeasy Ltd. (GSY $159.40)
-
Brookfield Asset Management Inc Class A Limited (BAM $54.20)
-
CrowdStrike Holdings Inc. (CRWD $484.65)
Q: I've got ~$20K coming into my RRSP. What 4-5 companies would 10 years from now me be really happy that current me invested in tomorrow? Not necessarily looking to find the next Shopify (although I wouldn't be upset if I did) but rather strong names that you have the most confidence in over the next 10 years.
Thanks
Harrison
Thanks
Harrison
-
Amazon.com Inc. (AMZN $213.04)
-
Sea Limited American Depositary Shares each representing one Class A (SE $160.06)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.93)
-
MercadoLibre Inc. (MELI $2,024.98)
Q: Currently have full positions in AMZN, SHOP and SE. What is your view of MELI? Would you advise peeling off 10-15% each to invest in MELI at todays market prices? How would you rank for growth over next 3-5 years?
Q: Hi guys!
DOC has been taking it on the chin over the last month or two. Is there anything going on here? Would this be an opportunity to average down? Would you initiate a new position at this time?
Thanks as always
Dave
DOC has been taking it on the chin over the last month or two. Is there anything going on here? Would this be an opportunity to average down? Would you initiate a new position at this time?
Thanks as always
Dave
-
Amazon.com Inc. (AMZN $213.04)
-
Costco Wholesale Corporation (COST $936.33)
-
Walmart Inc. (WMT $107.73)
Q: Hi 5i Please rank in order based on present value and future returns.
Thanks for all you do.
Gary
Thanks for all you do.
Gary
-
Apple Inc. (AAPL $252.29)
-
Amazon.com Inc. (AMZN $213.04)
-
Netflix Inc. (NFLX $1,199.36)
-
Unity Software Inc. (U $35.24)
Q: These 4 companies seems like a good place to start contributing some investment funds. Any chance you can rank these in terms of buy-ability at current levels?
Q: Hi,
I own TDOC and there is much "noise" today about Amazon entering the telehealth space and its all doom and gloom for TDOC.
I thought this news was actually "old news" in the sense that we did anticipate this was going to happen.
In your opinion, does this move by Amazon fundamentally change anything for TDOC?
Thanks,
I own TDOC and there is much "noise" today about Amazon entering the telehealth space and its all doom and gloom for TDOC.
I thought this news was actually "old news" in the sense that we did anticipate this was going to happen.
In your opinion, does this move by Amazon fundamentally change anything for TDOC?
Thanks,
-
Amazon.com Inc. (AMZN $213.04)
-
Alphabet Inc. (GOOG $253.79)
-
NVIDIA Corporation (NVDA $183.22)
-
PayPal Holdings Inc. (PYPL $67.41)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.93)
-
Veeva Systems Inc. Class A (VEEV $283.73)
-
Guardant Health Inc. (GH $65.46)
-
CrowdStrike Holdings Inc. (CRWD $484.65)
-
Dye & Durham Limited (DND $6.61)
-
Unity Software Inc. (U $35.24)
Q: Top ten growth stocks in a TFSA for 10+ years? US and CND
-
Amazon.com Inc. (AMZN $213.04)
-
Meta Platforms Inc. (META $716.92)
-
Constellation Software Inc. (CSU $3,814.13)
-
TFI International Inc. (TFII $132.51)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.93)
-
RH (RH $174.27)
Q: Hello 5i Team,
I recently listened to "The Outsiders: Eight Unconventional CEO's". I quite enjoyed it. However, it was written almost 10 years ago; so I'm wondering who are the Outsiders for the next 10 years?
Thank you,
Brent
I recently listened to "The Outsiders: Eight Unconventional CEO's". I quite enjoyed it. However, it was written almost 10 years ago; so I'm wondering who are the Outsiders for the next 10 years?
Thank you,
Brent
-
Amazon.com Inc. (AMZN $213.04)
-
Alphabet Inc. (GOOG $253.79)
-
Microsoft Corporation (MSFT $513.58)
-
NVIDIA Corporation (NVDA $183.22)
-
Bank of Nova Scotia (The) (BNS $89.32)
-
Enbridge Inc. (ENB $65.98)
-
Sun Life Financial Inc. (SLF $84.90)
-
TELUS Corporation (T $21.48)
-
Brookfield Renewable Partners L.P. (BEP.UN $39.99)
-
WSP Global Inc. (WSP $276.46)
-
Air Canada Voting and Variable Voting Shares (AC $17.88)
-
Algonquin Power & Utilities Corp. (AQN $8.37)
-
CAE Inc. (CAE $38.38)
-
Kinaxis Inc. (KXS $180.42)
-
Magna International Inc. (MG $62.71)
-
Premium Brands Holdings Corporation (PBH $97.92)
-
goeasy Ltd. (GSY $159.40)
-
Boralex Inc. Class A Shares (BLX $28.46)
-
Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $18.46)
-
WELL Health Technologies Corp. (WELL $4.88)
-
SolarEdge Technologies Inc. (SEDG $37.02)
-
Enthusiast Gaming Holdings Inc. (EGLX $0.08)
-
Dye & Durham Limited (DND $6.61)
Q: Hi 5i team
I would like to thank you for all your sound advice since inception. I would need to trim up to 5 stocks from this portfolio. If you were in that position, which ones would you cut starting with first to cut up to fifth. These stocks are in a rrsp with equal percentages. Thanks. Gilles
I would like to thank you for all your sound advice since inception. I would need to trim up to 5 stocks from this portfolio. If you were in that position, which ones would you cut starting with first to cut up to fifth. These stocks are in a rrsp with equal percentages. Thanks. Gilles
-
Amazon.com Inc. (AMZN $213.04)
-
Meta Platforms Inc. (META $716.92)
-
Alphabet Inc. (GOOG $253.79)
-
Open Text Corporation (OTEX $54.69)
Q: there is a lot of buzz about "artificial intelligence" and the stocks that are best positioned in this sphere . Would you consider OTEX a good choice?
What others would you you recommend?
What others would you you recommend?
-
Amazon.com Inc. (AMZN $213.04)
-
Meta Platforms Inc. (META $716.92)
-
Alphabet Inc. (GOOG $253.79)
-
Microsoft Corporation (MSFT $513.58)
-
Genpact Limited (G $39.44)
Q: Is 3K for AMZN and 2K for GOOG a good entry point....or should i wait for them to go lower on any future correction.
What do you think of MSFT or FB ?
Which of these would be safer and have more upside with a time frame of 5+ years
Thanks
What do you think of MSFT or FB ?
Which of these would be safer and have more upside with a time frame of 5+ years
Thanks
-
Apple Inc. (AAPL $252.29)
-
Amazon.com Inc. (AMZN $213.04)
-
NVIDIA Corporation (NVDA $183.22)
-
Roku Inc. (ROKU $94.21)
Q: hi group - looks like tech+ growth are under attack in the present market (comments please)- ( have about $50,000 to deploy in general would you add to some of my winners (COST+ MSFT +APPL +LSPD +AMZN + KXS+GSY+BYD + IWO or jump into some of badly beaten stocks?
(please list 4 US /CAD of these beaten up stocks in order )
lastly would you wait for market to finish correcting before spending the $. Thanks for your views on this
(please list 4 US /CAD of these beaten up stocks in order )
lastly would you wait for market to finish correcting before spending the $. Thanks for your views on this
-
Amazon.com Inc. (AMZN $213.04)
-
Alphabet Inc. (GOOG $253.79)
-
Microsoft Corporation (MSFT $513.58)
-
NVIDIA Corporation (NVDA $183.22)
-
The Trade Desk Inc. (TTD $49.98)
-
CrowdStrike Holdings Inc. (CRWD $484.65)
-
Palantir Technologies Inc. (PLTR $178.15)
Q: Inside TFSA, could you please suggest the order that you would purchase the following growth stocks: AMZN, NVDA, GOOG, MSFT, TTD, CRWD, U, PLTR. Your insight is much appreciated!
-
Amazon.com Inc. (AMZN $213.04)
-
NVIDIA Corporation (NVDA $183.22)
-
Kinaxis Inc. (KXS $180.42)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.93)
-
The Trade Desk Inc. (TTD $49.98)
-
Roku Inc. (ROKU $94.21)
-
Guardant Health Inc. (GH $65.46)
-
Boyd Group Services Inc. (BYD $209.51)
-
Celsius Holdings Inc. (CELH $64.86)
Q: Markets are really backing off with Nasdaq down over 500 points Thursday afternoon. Looks like a good correction. Can you list your top 10 stocks (1 to 10) you would buy that seem to be set up for big rebounds.
-
Amazon.com Inc. (AMZN $213.04)
-
Meta Platforms Inc. (META $716.92)
-
Alphabet Inc. (GOOG $253.79)
-
Microsoft Corporation (MSFT $513.58)
-
NVIDIA Corporation (NVDA $183.22)
Q: Hi!
What names in large cap tech in the U.S. do you think is attractively valued right now? I'm looking at MSFT and GOOGL right now.
Jason
What names in large cap tech in the U.S. do you think is attractively valued right now? I'm looking at MSFT and GOOGL right now.
Jason
Q: Good Morning 5i Team. With the recent pull back in Amazon, would it be a good time to enter the stock for a long term hold?
Thanks
Dave.
Thanks
Dave.