Q: I read your recent response on Gib.a and it surely is a laggard at the moment. Thoughts on +/- switch to MSFT?
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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.
Q: Hello 5i members,
In one of the recent questions i noticed that you had quite a positive view on Microsoft for growing , in the future. I hold some Microsoft in my TFSA and although I don't like the idea of having to pay US tax on the dividends, I have felt that because I am positive about the growth of mfst and because the dividend yield is only .95 per cent, I am better to keep it in my TFSA despite the dividend tax. I was wondering how you would see a situation like this
thanks
In one of the recent questions i noticed that you had quite a positive view on Microsoft for growing , in the future. I hold some Microsoft in my TFSA and although I don't like the idea of having to pay US tax on the dividends, I have felt that because I am positive about the growth of mfst and because the dividend yield is only .95 per cent, I am better to keep it in my TFSA despite the dividend tax. I was wondering how you would see a situation like this
thanks
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Apple Inc. (AAPL $275.92)
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Amazon.com Inc. (AMZN $226.28)
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Meta Platforms Inc. (META $613.05)
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Alphabet Inc. (GOOG $318.47)
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Microsoft Corporation (MSFT $474.00)
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Netflix Inc. (NFLX $106.97)
Q: Hello,
I read somewhere that AAPL took 42 years to reach a 1 trillion market cap and only took 2 years to reach 2 trillion! Sounds like compounding at work. How common is it for mature companies like AAPL to grow at this rate? Which of the other FAANGM companies would you expect some thing like this? Thanks.
Regards,
Shyam
I read somewhere that AAPL took 42 years to reach a 1 trillion market cap and only took 2 years to reach 2 trillion! Sounds like compounding at work. How common is it for mature companies like AAPL to grow at this rate? Which of the other FAANGM companies would you expect some thing like this? Thanks.
Regards,
Shyam
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Costco Wholesale Corporation (COST $886.12)
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Microsoft Corporation (MSFT $474.00)
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Paychex Inc. (PAYX $109.91)
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QUALCOMM Incorporated (QCOM $165.06)
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AbbVie Inc. (ABBV $229.51)
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Stryker Corporation (SYK $370.22)
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Visa Inc. (V $329.30)
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Veeva Systems Inc. Class A (VEEV $235.74)
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DocuSign Inc. (DOCU $65.93)
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T-Mobile US Inc. (TMUS $207.34)
Q: Good morning
We currently own the above US stocks and would like to add 1 or 2 more.
What would you suggest to add to the above list
Thks
Marse
We currently own the above US stocks and would like to add 1 or 2 more.
What would you suggest to add to the above list
Thks
Marse
Q: When you list the us stocks that you like you never mention microsoft, is there a reason you don't like microsoft as much of the other stocks.
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Microsoft Corporation (MSFT $474.00)
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NVIDIA Corporation (NVDA $182.55)
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Constellation Software Inc. (CSU $3,382.96)
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Descartes Systems Group Inc. (The) (DSG $114.45)
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Kinaxis Inc. (KXS $175.83)
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Open Text Corporation (OTEX $47.02)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.14)
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Real Matters Inc. (REAL $6.06)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.37)
Q: Hi Guys,
I have these tech companies inside my portfolio adding up to 40%, please rank them for long term growth (3 to 5 years). I would like to drop this percentage down to 25%.
Are there any MUST sell in this group?
thanks
Jim
I have these tech companies inside my portfolio adding up to 40%, please rank them for long term growth (3 to 5 years). I would like to drop this percentage down to 25%.
Are there any MUST sell in this group?
thanks
Jim
Q: Hello
what is your opinion on CNC? do you think that there is room for growth US health care stocks and would you recommend any other? Also, MSFT is down today. Do you think there is more room for it to go down with the upside to value stocks or do you see this as a good time to buy?
thanks for all your help
what is your opinion on CNC? do you think that there is room for growth US health care stocks and would you recommend any other? Also, MSFT is down today. Do you think there is more room for it to go down with the upside to value stocks or do you see this as a good time to buy?
thanks for all your help
Q: Hi 5i team,
I own MSFT and am following a potential TikTok deal. You mentioned in an answer that you think the odds of a deal are now lower, but anything is possible. That does not sound like high odds. Is that because Trump is looking for a payment to the Treasury for what he views as brokering a deal. Is this legal or does it matter with him? Or are there other reasons for lower odds. How would you place the odds at this point? It seems to have been awhile since MSFT was active in the M&A space.
Thanks again.
Dave
I own MSFT and am following a potential TikTok deal. You mentioned in an answer that you think the odds of a deal are now lower, but anything is possible. That does not sound like high odds. Is that because Trump is looking for a payment to the Treasury for what he views as brokering a deal. Is this legal or does it matter with him? Or are there other reasons for lower odds. How would you place the odds at this point? It seems to have been awhile since MSFT was active in the M&A space.
Thanks again.
Dave
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Microsoft Corporation (MSFT $474.00)
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Paychex Inc. (PAYX $109.91)
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Stryker Corporation (SYK $370.22)
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Visa Inc. (V $329.30)
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Veeva Systems Inc. Class A (VEEV $235.74)
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DocuSign Inc. (DOCU $65.93)
Q: Good morning
we currently own the US listed stocks above and are wondering what your thoughts would be to add VEEV or would you suggest another US stock??
Thks
Marse
we currently own the US listed stocks above and are wondering what your thoughts would be to add VEEV or would you suggest another US stock??
Thks
Marse
Q: Do you think Microsoft will buy Tiktok? If so, do you think this will strongly propel growth?
Cheers
Cheers
Q: If Microsoft buys tik tok how big of a deal is this and what does this mean for Microsoft.
Q: With the upcoming partnering of Microsoft and Citrix, would you believe it to be a better move to take a position in Citrix for a couple of years or better to purchase Docu for adding to my growth portfolio? Thank you,
Bruce
Bruce
Q: If you could only buy one today for a long term hold which one would you choose and why? Microsoft or Apple
Thank you
Thank you
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Microsoft Corporation (MSFT $474.00)
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Salesforce Inc. (CRM $226.82)
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Oracle Corporation (ORCL $200.28)
Q: What are main competitors of CRM? What are risks to the company's growth? Are any present indications that the company will lose its competitive edge in the future? Overall, do you like the company and would you own the stock?
Q: What do you think of their latest quarter.
Q: What is the consensus view for MSFt earnings and revenues tomorrow when they report? Thank you.
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Costco Wholesale Corporation (COST $886.12)
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Alphabet Inc. (GOOG $318.47)
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Microsoft Corporation (MSFT $474.00)
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Merck & Company Inc. (MRK $100.40)
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T-Mobile US Inc. (TMUS $207.34)
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RTX Corporation (RTX $173.21)
Q: Can you give me your opinion on mrk - it's current valuation and room to grow? Can you recommend five large cap us growth stock with room to grow?
Q: Thank you for your earlier response to my question on DocuSign.
As a timely follow-up, there's now news of a partnership between Microsoft and Citrix, whom you described as DocuSign's main competitor. Can you comment on this partnership and how you think this may affect DocuSign? Thanks again.
As a timely follow-up, there's now news of a partnership between Microsoft and Citrix, whom you described as DocuSign's main competitor. Can you comment on this partnership and how you think this may affect DocuSign? Thanks again.
Q: I currently hold MSFT and AAPL in all of my portfolios - I am thinking about adding GOOG to each as well - would you suggest I top up MSFT and AAPL or add a new position with GOOG - your opinion is greatly appreciated.
thanks
thanks
Q: Just wondering what you think of WORK after this welcome move. I own a partial share and want to buy more. What do you think?
TIA
TIA