Q: FB appears cheap and perhaps oversold (?). I am tempted to buy a call on a turnaround; BUT, I read stories about Apple and Google making changes to iphones etc. that may (?) impact FB's advertising revenue. Is there a short answer to whether this is likely to be a serious problem ?? thanks Jim
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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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Apple Inc. (AAPL)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Booking Holdings Inc. (BKNG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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DexCom Inc. (DXCM)
Q: Good day team, I was wondering if you could provide some growth stocks either in the US and Can that have very little to no debt.
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Crocs Inc. (CROX)
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Digital Turbine Inc. (APPS)
Q: Hi,
I'm looking for 5 or so US companies who will recover very quickly once we hit bottom. My plan is to do a little gambling and buy long term calls.
Thanks for all the help over the years.
Jerry
I'm looking for 5 or so US companies who will recover very quickly once we hit bottom. My plan is to do a little gambling and buy long term calls.
Thanks for all the help over the years.
Jerry
Q: At the current price of $187.67 FB, according to the company data section, is trading at 3.7 sales and analysts estimates show earnings $14.43 in 2023 for a forward PE of 13. Earnings growth is estimated to be 18.3% ($12.20 to $14.43). The analyst estimate stock target price $225 -450.
Question 1) Do you think the numbers in the company data are reasonable at this point?
Question 2) What would be the arguments against opening a position at this price if the hold was for 3-4 years
Thanks
Mike
Question 1) Do you think the numbers in the company data are reasonable at this point?
Question 2) What would be the arguments against opening a position at this price if the hold was for 3-4 years
Thanks
Mike
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Meta Platforms Inc. (META)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Crocs Inc. (CROX)
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Digital Turbine Inc. (APPS)
Q: Looking for a few names in the US and Canada where you think recent market activity has left them with an attractive fundamental to Mr market delta. Thanks!
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Meta Platforms Inc. (META)
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PayPal Holdings Inc. (PYPL)
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Canopy Growth Corporation (WEED)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Block Inc. Class A (SQ)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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JD.com Inc. (JD)
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Roku Inc. (ROKU)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Zoom 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
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Costco Wholesale Corporation (COST)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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Enbridge Inc. (ENB)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Alimentation Couche-Tard Inc. (ATD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Crocs Inc. (CROX)
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Bank of Nova Scotia (The) (BNS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Upstart Holdings Inc. (UPST)
Q: Dear 5i Team,
If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?
Thank you for your advice as always,
Much appreciated.
If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?
Thank you for your advice as always,
Much appreciated.
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOGL)
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Microsoft Corporation (MSFT)
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Visa Inc. (V)
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Constellation Software Inc. (CSU)
Q: Hi Folks,
I currently own the above in my TFSA and non registered accounts as part of the "tech" sector - I would like your opinion as to whether you would add to any of them OR would this be a good entry point to buy CSU for some Canadian exposure.
Thanks
I currently own the above in my TFSA and non registered accounts as part of the "tech" sector - I would like your opinion as to whether you would add to any of them OR would this be a good entry point to buy CSU for some Canadian exposure.
Thanks
Q: would you describe these companies now more as GARP? what are there current P/E ratios P/S ratios and PEG ratios for the last 3 years what has been the lowest p/e. lowest p/s. and lowest PEG. please show how you calculate current PEG and why it can be a useful tool when determine value. many thanks Richard
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Meta Platforms Inc. (META)
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Constellation Software Inc. (CSU)
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Ulta Beauty Inc. (ULTA)
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Oshkosh Corporation (Holding Company)Common Stock (OSK)
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Electronic Arts Inc. (EA)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Dick's Sporting Goods Inc (DKS)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: What are your favourite stocks at the moment with low PEG ratios, solid earnings growth and strong balance sheets for long-term holds?
Can you please give me your top 5 CAD and top 5 USD stocks with respective PEG ratios?
Thanks
Can you please give me your top 5 CAD and top 5 USD stocks with respective PEG ratios?
Thanks
Q: Hi!
My question is around what to do with high growth, unprofitable technology companies that were once huge winners. If one has a small portion allocated to these companies, does it make sense to hold and one day things could turn and these stocks can gain again. There is so much talk to switch to value/cyclical/materials and that trade can last for a very long time. My guess is you favour diversification which I have, but of course wonder if these unprofitable tech names can go down another 50 percent and will they ever recover?? Which of the high growth unprofitable tech names would you be adding to or would you only add to profitable tech like Meta, Amazon, Google, etc...
Thank you!
My question is around what to do with high growth, unprofitable technology companies that were once huge winners. If one has a small portion allocated to these companies, does it make sense to hold and one day things could turn and these stocks can gain again. There is so much talk to switch to value/cyclical/materials and that trade can last for a very long time. My guess is you favour diversification which I have, but of course wonder if these unprofitable tech names can go down another 50 percent and will they ever recover?? Which of the high growth unprofitable tech names would you be adding to or would you only add to profitable tech like Meta, Amazon, Google, etc...
Thank you!
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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QUALCOMM Incorporated (QCOM)
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Freeport-McMoRan Inc. (FCX)
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Hess Corporation (HES)
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JPMorgan Chase & Co. (JPM)
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Atlassian Corporation (TEAM)
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The Trade Desk Inc. (TTD)
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JD.com Inc. (JD)
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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 5i,
In a recent question on Apple’s new privacy policy on iOS, you said that FB will be impacted as it is an App on the iphone, but GOOG is largely unaffected as most of its ad revenue is derived from its search engine. In another question, you mentioned that GOOG is also implementing similar changes to its Android system. With the big guns tightening their privacy settings, will the smaller players, such as MGNI and AT, see a significant drag on their revenues? MGNI and AT are off big time but it may be more the market backdrop.
Thanks again.
In a recent question on Apple’s new privacy policy on iOS, you said that FB will be impacted as it is an App on the iphone, but GOOG is largely unaffected as most of its ad revenue is derived from its search engine. In another question, you mentioned that GOOG is also implementing similar changes to its Android system. With the big guns tightening their privacy settings, will the smaller players, such as MGNI and AT, see a significant drag on their revenues? MGNI and AT are off big time but it may be more the market backdrop.
Thanks again.
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Apple Inc. (AAPL)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOGL)
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Microsoft Corporation (MSFT)
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Shopify Inc. (SHOP)
Q: Based on todays prices, which of the beaten up tech is the "best" (most likely to do well moving forward, best monopoly / moat safety, most safe earnings, best books today, best P/E) to buy for a long term hold (over ten years)?
qualifying them on the above characteristics would be appreciated or any other variable that you feel is important.
If my list missed any other tech considerations, please let me know.
thanks
Ernie
qualifying them on the above characteristics would be appreciated or any other variable that you feel is important.
If my list missed any other tech considerations, please let me know.
thanks
Ernie
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Netflix Inc. (NFLX)
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NVIDIA Corporation (NVDA)
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CrowdStrike Holdings Inc. (CRWD)
Q: please provide the current P/E ratios for these stocks please show the historic p/e high and historic low. please also show the current price to sales ratio of each company and the historic p/sales high and low also are the current p/e ratios based on trailing earnings or rather forecast future earnings thanks Richard
Q: Can you explain why Apple’s privacy policy affects the ad revenue of FB but not GOOGL‘s?
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Adobe Inc. (ADBE)
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Meta Platforms Inc. (META)
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Microsoft Corporation (MSFT)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Roku Inc. (ROKU)
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EPAM Systems Inc. (EPAM)
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CrowdStrike Holdings Inc. (CRWD)
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Topicus.com Inc. (TOI)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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Nuvei Corporation (NVEI)
Q: I'd like to start picking up some tech stocks and am looking for recommendations in Canada and the US. Currently thinking of the following:
US: EPAM, ADBE, MSFT, FB
CA: TOI, TIXT, SHOP and NUVEI
Do you like this list or are there changes you would make to my list?
US: EPAM, ADBE, MSFT, FB
CA: TOI, TIXT, SHOP and NUVEI
Do you like this list or are there changes you would make to my list?
Q: What are there pros and cons of buying CDR’s on the NEO exchange ? Is it better to buy on the US exchange and accept the initial fees to move money to a US account ?
Q: Hi 5i Team,
I know these two are totally different. If I am only focusing on much better upside potential, which one would you suggest, Facebook or Garmin. What do you expect these companies going forward.
Pls deduct credits as necessary.
Thank you for your hard work.
I know these two are totally different. If I am only focusing on much better upside potential, which one would you suggest, Facebook or Garmin. What do you expect these companies going forward.
Pls deduct credits as necessary.
Thank you for your hard work.
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Costco Wholesale Corporation (COST)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Home Depot Inc. (The) (HD)
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JPMorgan Chase & Co. (JPM)
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Visa Inc. (V)
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Walmart Inc. (WMT)
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Bank of Nova Scotia (The) (BNS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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The Trade Desk Inc. (TTD)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Digital Turbine Inc. (APPS)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: We know uncertainty helps the markets drop. With Russia saying they are drawing back troops and NATO and USA say they are building up, one could anticipate uncertainty ahead. With this in mind, is there any advice for which type of stock might be the best to buy on a future dip?