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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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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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?
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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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Netflix Inc. (NFLX)
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PayPal Holdings Inc. (PYPL)
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Marvell Technology Inc. (MRVL)
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T-Mobile US Inc. (TMUS)
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DraftKings Inc. (DKNG)
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Robinhood Markets Inc. (HOOD)
Q: How would you rank these for adding to my TFSA today? They have all been beaten up, but are good stocks. Thanks as always!
Q: Hello 5I.
I have a 4 percent position in FB still up 20% from buying a couple years ago. Just wondering should I move on as it could be dead money and buy something “better” that is down? If that makes sense what would you consider buying?
I have a 4 percent position in FB still up 20% from buying a couple years ago. Just wondering should I move on as it could be dead money and buy something “better” that is down? If that makes sense what would you consider buying?
Q: After Apple changed its AD settings and stagnation in numbers of users, do you think FB has a good future.
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Adobe Inc. (ADBE)
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Meta Platforms Inc. (META)
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NVIDIA Corporation (NVDA)
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Roku Inc. (ROKU)
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CrowdStrike Holdings Inc. (CRWD)
Q: I have a full position of Fb and am thinking of dumping and taking advantage of other tech stocks that have sold off dramatically. Could you give some names that you think are near the bottom with lots of upside? Thanks
Q: Hello,
How does 5i feel about talking up a position in PYPL and/or FB given its recent pullback ?
How does 5i feel about talking up a position in PYPL and/or FB given its recent pullback ?
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Meta Platforms Inc. (META)
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Netflix Inc. (NFLX)
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Roku Inc. (ROKU)
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Shopify Inc. (SHOP)
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Upstart Holdings Inc. (UPST)
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Affirm Holdings Inc. (AFRM)
Q: For a 5 year hold, With the 23% drop in FB, is it better to sell at a loss in a registered account and buy stocks such as Roku, afrm, upst, Netflix, Shopify? These stocks are also down lately. Would you make the same decision for a 2 year hold?
Q: Hi,
We have a 1.7% position in FB. What’s your take on the earnings? After hours is showing a 20% drop. Were earnings and outlook really that bad? Is this anticipated drop a good opportunity to add?
Thanks,
Kerri
We have a 1.7% position in FB. What’s your take on the earnings? After hours is showing a 20% drop. Were earnings and outlook really that bad? Is this anticipated drop a good opportunity to add?
Thanks,
Kerri
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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. (GOOG)
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Microsoft Corporation (MSFT)
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Netflix Inc. (NFLX)
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Evolve FANGMA Index ETF (TECH)
Q: Is there an etf that has google facebook apple and microsoft that trades on tsx in canadian funds.
T Steve
T Steve