Q: So, this is quite a mess we find ourselves in. However, we will eventually come out of it. I'm curious, where do you think the best money will be made going forward? Which 3 or 4 sectors do you think might lead us out of the situaltion and what is the absolute best company, on most all metrics, in each of the sectors. I'm open to etiher Canadian or global companies. Thanks for your opinion.
Read AnswerInvestment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Your thoughts, please, on how BKNG might perform in the coming year ?
Many thanks.
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Booking Holdings Inc. (BKNG)
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Restaurant Brands International Inc. (QSR)
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FirstService Corporation (FSV)
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A&W Revenue Royalties Income Fund (AW.UN)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Airbnb Inc. (ABNB)
Q: Hello Peter and Team
I sens that your preference has switched recently to GDI, AW.UN and ABNB.
I hold FSV, QSR and BKNG. which are in the same fields.
I always aim to invest in the best companies with the greatest potential.
Should I consider switching
Raouf
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Monster Beverage Corporation (MNST)
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Booking Holdings Inc. (BKNG)
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PPG Industries Inc. (PPG)
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Sherwin-Williams Company (The) (SHW)
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BCE Inc. (BCE)
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TELUS Corporation (T)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Nutrien Ltd. (NTR)
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Hilton Worldwide Holdings Inc. (HLT)
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T-Mobile US Inc. (TMUS)
Q: I AM TECH HEAVY AND WANT TO REBALANCE MY PORTFOLIO. WOULD YOU PLEASE SUGGEST TWO CANADIAN AND TWO US STOCKS IN EACH OF THE FOLLOWING SECTORS. CONSUMER DISCRETIONARY, CONSUMER STAPLES, MATERIALS AND COMMUNICATIONS. I HAVE BEEN A MEMBER SINCE DAY ONE OF 5I AND RATE YOU THE BEST OF THE SIX NEWSLETTERS I SUBSCRIBE TOO. THANKS FOR THE GREAT WORK AND TAKE AS MANY CREDITS AS NEEDED.
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Amazon.com Inc. (AMZN)
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Booking Holdings Inc. (BKNG)
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
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BRP Inc. Subordinate Voting Shares (DOO)
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Ulta Beauty Inc. (ULTA)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Hilton Worldwide Holdings Inc. (HLT)
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Pool Corporation (POOL)
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Pet Valu Holdings Ltd. (PET)
Q: What would be your top 5 Consumer Discretionary names in Canada and the US?
Thanks
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Amazon.com Inc. (AMZN)
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Booking Holdings Inc. (BKNG)
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Crocs Inc. (CROX)
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Pool Corporation (POOL)
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Traeger Inc. (COOK)
Q: Can I please get your opinion on the consumer cyclical company Traeger Inc. (COOK). Since its IPO in 2021 it has declined close to 90%. Normally this trend would not appeal to me but I do find it interesting the Ontario Teachers Pension Plan is the largest shareholder. What do you think of this company after a year of being public and do you think it has any prospects? If you are not in favor of this company, can you suggest some other consumer cyclical names in the US that would think highly of? Portfolio analytics suggests I should increase my consumer cyclical weighting.
Read AnswerQ: What do you think of abnb right now?
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Booking Holdings Inc. (BKNG)
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Kroger Company (The) (KR)
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PulteGroup Inc. (PHM)
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Walmart Inc. (WMT)
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Cal-Maine Foods Inc. (CALM)
Q: Portfolio Analytics is saying I need to increase consumer cyclical and defensive holding. Can you give me a couple of stocks in Canada and the United States with steady dividends and low risk. And a couple of ETF's too.
Thanks Greg
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Illumina Inc. (ILMN)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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Booking Holdings Inc. (BKNG)
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Salesforce Inc. (CRM)
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Home Depot Inc. (The) (HD)
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Johnson & Johnson (JNJ)
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UnitedHealth Group Incorporated (DE) (UNH)
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Visa Inc. (V)
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Canadian Pacific Railway Limited (CP)
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Constellation Software Inc. (CSU)
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Berkshire Hathaway Inc. (BRK.B)
Q: I have a significant amount of cash to invest. I would like to allocate to some very high-quality stocks across various industries that can be bought and held for a long period of time so they can compound. If you could pick 10 companies that meet this criteria, what would they be? I was thinking about BAM, MSFT, V, COST, CP, UNH, HD, JNJ, GOOG, BRK.b but am open to suggestions or changes to this list. No banks or energy please.
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Booking Holdings Inc. (BKNG)
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Home Depot Inc. (The) (HD)
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Sun Life Financial Inc. (SLF)
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BRP Inc. Subordinate Voting Shares (DOO)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Five Below Inc. (FIVE)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Trisura Group Ltd. (TSU)
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Celsius Holdings Inc. (CELH)
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Upstart Holdings Inc. (UPST)
Q: Morning 5i team, thanks for all the great advice you supply to the members.
I have $50K to invest and would like your advice. This is what I’m currently holding in my non registered account.
Canada
AC, BYD, GSY, LSPD, SHOP, TDB3098, TOI
US
AAPL, SQ, CRWD, CSX, ETSY, MA, MSFT, NVDA, PYPL, UXI, ROBO, U
Considering my high exposure to Tech and your last market update, I might need to consider more consumer cyclical and financial stocks as well as others to balance the portfolio. I’m looking to have a mix of growth and value holdings.
I would appreciate your recommendations on new Canadian or US acquisitions and possible entry points. Can you recommend one of two of the US Tech stocks to sell and replace it with GOOG.
Please take as many credits a you see fit.
Thanks
Joe
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Booking Holdings Inc. (BKNG)
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Wynn Resorts Limited (WYNN)
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Hilton Worldwide Holdings Inc. (HLT)
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ETFMG Travel Tech ETF (AWAY)
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AdvisorShares Hotel ETF (BEDZ)
Q: Travelling this summer I have noticed the hotels are full and very expensive.
What companies or ETFs would you reccomend in what has to be a large increase in revenue.
Thanks Terry
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Alphabet Inc. (GOOG)
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Illumina Inc. (ILMN)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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The Walt Disney Company (DIS)
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UnitedHealth Group Incorporated (DE) (UNH)
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Constellation Software Inc. (CSU)
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TFI International Inc. (TFII)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD)
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goeasy Ltd. (GSY)
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ECN Capital Corp. (ECN)
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DexCom Inc. (DXCM)
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Pool Corporation (POOL)
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Booz Allen Hamilton Holding Corporation (BAH)
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Berkshire Hathaway Inc. (BRK.B)
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Boyd Group Services Inc. (BYD)
Q: Looking for 10+ "steady compounders" CAD and US for long-term portfolio core and could you provide a short comment on why you like it and risks.
Thank you
Q: Hi 5i,
I have small positions in each of these three travel businesses. I was thinking of selling one to add to the other two, in an effort to be more efficient in my holdings. Would this be a good idea or would the diversification of holding all three be worthwhile?
If selling one, which would be your choice and why? I know you have recommended BKNG in the past but I sometimes wonder whether the other two have a stronger moat?
Growth investor with a long-term time frame.
Thank you, Doris
Q: Which would be your preference if buying today for a 3-5 year hold?
Thanks
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Adobe Inc. (ADBE)
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Amazon.com Inc. (AMZN)
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Dollar Tree Inc. (DLTR)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Berkshire Hathaway Inc. (BRK.B)
Q: Hi, I am looking for quality US stocks that do not give out a dividend like BRK.B and GOOG and are unlikely to start issuing dividends in the next years. Can you suggest 4-5 other names?
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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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Microsoft Corporation (MSFT)
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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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Atlassian Corporation (TEAM)
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Crocs Inc. (CROX)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Unity Software Inc. (U)
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Matterport Inc. (MTTR)
Q: We hold the following in a registered US$ 'growth' account . The list shows % each represents of our total US/CAN portfolio and current Gain/Loss position.
1. Anything in this list that you would toss out ?
2. With QCOM nearing 5% of portfolio and 100% gain, am thinking of reducing back to 2.5 and redeploying. Your thoughts on what to add to with proceeds – if anything ?
MTTR 0.2% -82%
CROX 0.4% -9%
META 0.4% - 25%
BKNG 1.0% -10%
APPS 1.2% -72%
U 1.2% -68%
TEAM 2.3% +22%
CRWD 3.0% -13%
MSFT 3.0% +85%
NVDA 3.7% +38%
QCOM 4.8% +92%
Q: Hello, what would be a good entry point to purchase booking?
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Q: I would like to dip my toe on one of these companies. Which one do you think has better long term potential?
Thanks
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Booking Holdings Inc. (BKNG)
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Starbucks Corporation (SBUX)
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The Walt Disney Company (DIS)
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Home Depot Inc. (The) (HD)
Q: Which of these companies do you think have the best growth potential going forward for a long term hold, looking at their current valuation, fwd rev and earnings growth rates, etc.. How would you rank them? Thanks!
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Meta Platforms Inc. (META)
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Microsoft Corporation (MSFT)
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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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Atlassian Corporation (TEAM)
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Crocs Inc. (CROX)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Unity Software Inc. (U)
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Matterport Inc. (MTTR)
Q: We hold the following in a registered/US$ account . The list shows % each represents of our total portfolio and current Gain/Loss position. Considering selling U and redeploying into one or more of the names already held in US$ account.
1. Are there others that you would consider selling ?
2. Your thoughts please on which, if any, of the existing positions to re-deploy into, OR should the cash be held for later use ?
APPS 1.6% -61%
BKNG 1.1% -2%
CROX 0.3% -26%
CRWD 2.5% -25%
FB 0.55% -6%
MSFT 2.8% +72%
MTTR 0.25% -77%
NVDA 3.65% +38%
QCOM 4.4% +81%
TEAM 2.1% +11%
U 1.3% -67%
Many thanks, as always.