Investment Q&A

Q: Any advice after todays drop in Booking Holdings (BKNG)? I have a small position.

Q: Hi
What would the BE portfolio performance be without CSU Constellation Software be as holding over time? What if it was a company listed outside of Canada. With this thought, are there any companies outside of Canada that you would consider the same caliber as CSU (same sector is not important to me)? Sorry for the outside of Canada question but I am hoping to add some diversification over the next few years.
Thank you
J

Q: wondering which companies have the largest runway for growth out of these? I have a very very long time horizon

Q: I know U.S. markets are not your focus but any help would be great. I am looking for some suggestions on growth holdings in a TFSA USD for a long term hold 5-10 years. Currently in the account V, FB, BRK.B I am not a fan of dividend paying US holdings in the account due to the 15% robbery from the US government in non registered accounts. I am looking for something with stability and top in their industry. I have thought about CRM or SQ but other suggestion would be great. Thanks again for the great service

Q: How are the 2Q results and prospects in your view? Investors appear to be reacting to the guidance.

Q: can you tell me your top suggestions currently in Canada and the US within the consumer discretionary space?

Q: Consumer discretionary; market cap aside, which of these two do you buy today for long term capital appreciation ?
Thx
Karim

Q: Thoughts on Q1 results and prospects going forward. The stock took a small dip. Thank you.

Q: Our son is 14 and his RESP is about $80K. It owns Amazon, Facebook, Nvidia, Alphabet (equally) and Knight (24%), reflecting his lifestyle and my faith in GUD. Can you temporarily overlook weighting, etc. and suggest one more US stock with some potential torque for a 5 year hold? Risk is not a factor. If this account craters, he will still get any education he aspires to before he heads out on his own...
Thank you.

Q: Your thoughts on BKNG (Booking Holdings) right now? Is it a buy despite its high share price? Thank you.

Q: Would you consider Priceline a buy given the recent drop in its price? It is obviously facing competition so does it have the right model to fight these headwinds? Thanks.

Q: Hi 5i Team.
Do you think Priceline and Shopify are buys at these levels?
Recently purchased Priceline and watched it fall, would like to buy more for five year hold.
Thanks for the service.

Q: Good Morning: Your thoughts on PCLN with the big drop this morning would be appreciated. Thank you Barbara

Q: I am looking at PCLN earnings and I'm not sure I understand the 10 percent drop. Guidance was lowered due to increased spending necessary for future growth. Am I missing something?

Q: Hi Peter: Do you know what caused Priceline to dive this morning? Thanks.

Q: From what i see in the comments of the last months, these 8 companies seems to be among your US favorite stocks.
1- am I right about those 8?
2- would you like to add a few US names, could be in any sectors
3- I buy companies with a 10 year + timeline. A lot of companies i'm interest in are in the technology sector and I tend to be overweighted in that sector. Its hard for me to imagine technology not directly corrolated to industrial or consumer staples growth for exemple. Does it make senses to you to balance a technology overweight (30-40%) portfolio by diversifying among the technology sub-sectors?
4- I understand that you focus on Canadian companies. I also understand that your are conflicting free and that you mostly invest in US stocks. However, I'm pretty sure that a significant proportions of 5i members would be willing to pay for some form of US stocks advices. Maybe a US portfolio or a US favorise stock list. (maybe with a minimum market cap limit so your decisions would still be conflict free) Your services are unique and are a benediction for small investors. It would be a great opportunity for us to have them for the US market too. I'm sure a survey among members would prove me right.

thanks again for your amazing services

Q: Given the some of the uncertainties surrounding DIS, including how their new ESPN streaming service will perform, Bob Iger's impending retirement and the stock's poor price momentum of late, do you think it would be reasonable to exchange DIS for PCLN (after its modest pullback) for a very long term hold in the US consumer cyclical portion of my portfolio?

Q: Hi, can you comment on Priceline' latest quarter, and reasons for weakness? What do you think of this company for the long term? Would you add to it on weakness? I have a 3% position and was looking to increase it to 4-5%.
Thank you for your guidance

Karim

Q: Bank and railways have performed very well, as they have a high barrier to entry. Can you suggest any other companies that are price makers?

Q: The last question about Priceline was in February. Has anything changed since then? Do you think this is a good medium term investment?