Q: BKNG has consistently found its way into your high conviction “top 10” type lists in response to member questions, including very recently for a 3 to 5 year hold. Just curious about your current thinking of when/how to step in to a new position? I’m puzzling over the shorter term and the latest concerns over travel in and out of the U.S. and the possible effect on Bookings revenue?
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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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Amazon.com Inc. (AMZN $228.15)
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Alphabet Inc. (GOOG $241.38)
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Booking Holdings Inc. (BKNG $5,458.32)
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Constellation Software Inc. (CSU $4,392.79)
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Intact Financial Corporation (IFC $277.97)
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WSP Global Inc. (WSP $288.28)
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Thomson Reuters Corporation (TRI $239.50)
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Berkshire Hathaway Inc. (BRK.B $493.74)
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Trane Technologies plc (TT $400.77)
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Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
Q: Hi Guys,
With ALL the uncertainty in North America, what would be your top 10 stocks for 3 to 5 year hold?
thanks
Jim
With ALL the uncertainty in North America, what would be your top 10 stocks for 3 to 5 year hold?
thanks
Jim
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Apple Inc. (AAPL $234.07)
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Amazon.com Inc. (AMZN $228.15)
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Alphabet Inc. (GOOGL $240.80)
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Intuitive Surgical Inc. (ISRG $449.68)
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Microsoft Corporation (MSFT $509.90)
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Booking Holdings Inc. (BKNG $5,458.32)
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AbbVie Inc. (ABBV $218.34)
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JPMorgan Chase & Co. (JPM $306.91)
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Pfizer Inc. (PFE $23.87)
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Procter & Gamble Company (The) (PG $157.90)
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Visa Inc. (V $339.43)
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RTX Corporation (RTX $155.85)
Q: Hi Folks,
I am looking to add some more US names in my RRSP account. I currently have AMZN, PG, V, MSFT, AAPL, GOOGL, ABBV and PFE( along with CDN names 50/50 split). Can you recommend 3 US names regardless of sector?
Thanks
I am looking to add some more US names in my RRSP account. I currently have AMZN, PG, V, MSFT, AAPL, GOOGL, ABBV and PFE( along with CDN names 50/50 split). Can you recommend 3 US names regardless of sector?
Thanks
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Amazon.com Inc. (AMZN $228.15)
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Alphabet Inc. (GOOG $241.38)
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Intuitive Surgical Inc. (ISRG $449.68)
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Booking Holdings Inc. (BKNG $5,458.32)
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Constellation Software Inc. (CSU $4,392.79)
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WSP Global Inc. (WSP $288.28)
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FirstService Corporation (FSV $283.12)
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Thomson Reuters Corporation (TRI $239.50)
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Berkshire Hathaway Inc. (BRK.B $493.74)
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Trane Technologies plc (TT $400.77)
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Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
Q: Have some cash to deploy and redeploy. What would be your 10 absolute top conviction picks for long term capital appreciation? Thanks!
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Intuitive Surgical Inc. (ISRG $449.68)
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Booking Holdings Inc. (BKNG $5,458.32)
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Eli Lilly and Company (LLY $755.39)
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Constellation Software Inc. (CSU $4,392.79)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.49)
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Berkshire Hathaway Inc. (BRK.B $493.74)
Q: Besides BRK & CSU, what other companies pay no dividend or only a tiny dividend since presumably they feel they can give sharholders a return higher by investing the funds. Cdn, US, or Global names appreciated. What would be your favorite to put away for 5 years with little need to check on them. Thank you for all your great work !
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Meta Platforms Inc. (META $755.59)
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Intuitive Surgical Inc. (ISRG $449.68)
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Netflix Inc. (NFLX $1,188.44)
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Booking Holdings Inc. (BKNG $5,458.32)
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Salesforce Inc. (CRM $242.76)
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Toronto-Dominion Bank (The) (TD $106.32)
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Canadian Natural Resources Limited (CNQ $43.21)
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Constellation Software Inc. (CSU $4,392.79)
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Celestica Inc. (CLS $334.53)
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BMO S&P 500 Index ETF (ZSP $99.89)
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TerraVest Industries Inc. (TVK $137.61)
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CrowdStrike Holdings Inc. (CRWD $436.10)
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Topicus.com Inc. (TOI $165.45)
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Propel Holdings Inc. (PRL $31.80)
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Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
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Alphabet CDR (CAD Hedged) (GOOG $39.36)
Q: I am getting ready to DCA into these stocks in an unregistered account with higher than average risk profile. According to me, these stocks had a bit of a pullback with possibly more on the way.
In what order would you DCA into the stocks mentioned above? Is there any stock that you think should be excluded from this list?
Thanks
In what order would you DCA into the stocks mentioned above? Is there any stock that you think should be excluded from this list?
Thanks
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Intuitive Surgical Inc. (ISRG $449.68)
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Booking Holdings Inc. (BKNG $5,458.32)
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Berkshire Hathaway Inc. (BRK.B $493.74)
Q: Hi Peter,
Please advice 3-5 stocks to invest in now… which should be safe in the long term (10+ years) and have the max potential for growth.
Stocks can be Canadian or US.
Thanks
Harry
Please advice 3-5 stocks to invest in now… which should be safe in the long term (10+ years) and have the max potential for growth.
Stocks can be Canadian or US.
Thanks
Harry
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Intuitive Surgical Inc. (ISRG $449.68)
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Booking Holdings Inc. (BKNG $5,458.32)
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JPMorgan Chase & Co. (JPM $306.91)
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Eli Lilly and Company (LLY $755.39)
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Xylem Inc. New (XYL $141.55)
Q: Give me 5 stocks in Canada and 5 in the US that will not be affected that much even if Trump raises the tariffs 25% or more.
Thanks Again
Thanks Again
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Costco Wholesale Corporation (COST $967.90)
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Alphabet Inc. (GOOG $241.38)
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Intuitive Surgical Inc. (ISRG $449.68)
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NVIDIA Corporation (NVDA $177.82)
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Booking Holdings Inc. (BKNG $5,458.32)
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Salesforce Inc. (CRM $242.76)
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JPMorgan Chase & Co. (JPM $306.91)
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Axon Enterprise Inc. (AXON $756.13)
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CrowdStrike Holdings Inc. (CRWD $436.10)
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Vertiv Holdings LLC Class A (VRT $134.84)
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RTX Corporation (RTX $155.85)
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Cellebrite DI Ltd. (CLBT $16.80)
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Nebius Group N.V. (NBIS $90.41)
Q: In January you suggested a portfolio for 2025 could look like the one noted below. I’m 90% invested. position size is a high of 5% (full position) and 2.5% (half position) depending on my perception of size/risk. Based on the current climate, I lowered Nvidia is down to 3.5% - anything you would modify today? 5i - a mix of quality Cdn. and US stocks, with a lean to growth: GOOG, NVDA, VRT, CLBT, AXON, JPM, RTX, CRM, NBIS, ISRG, BKNG. CSU, TRI, BN, WSP, WELL, GLXY, CLS, ENB, TD, SLF, V, BAM, COST and CRWD. Calling out I also have a 4% position in Amazon and 2% Shopify.
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Alphabet Inc. (GOOG $241.38)
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Intuitive Surgical Inc. (ISRG $449.68)
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Booking Holdings Inc. (BKNG $5,458.32)
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Constellation Software Inc. (CSU $4,392.79)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.49)
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Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
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Nvidia CDR (CAD Hedged) (NVDA $40.70)
Q: What are your top 6-7 growth stocks for Canadian and US markets and what makes each one worthy of making the list (moat, momentum, management etc)?
Q: Hello, after yesterday’s earrings, what would be a good entry point ? Would you be concerned about opening a full position today ?
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Alphabet Inc. (GOOG $241.38)
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Intuitive Surgical Inc. (ISRG $449.68)
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NVIDIA Corporation (NVDA $177.82)
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Booking Holdings Inc. (BKNG $5,458.32)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.49)
Q: Hello 5i team, I am a young investor looking for the top 5 growth stocks you’d recommend for long term hold currently.
Thank you!
Thank you!
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Costco Wholesale Corporation (COST $967.90)
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Intuitive Surgical Inc. (ISRG $449.68)
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NVIDIA Corporation (NVDA $177.82)
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Booking Holdings Inc. (BKNG $5,458.32)
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Eli Lilly and Company (LLY $755.39)
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BioTime Inc. (BTX)
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Microsoft CDR (CAD Hedged) (MSFT $36.62)
Q: I currently hold MSFT, NVIDIA and COST in my TFSA. I took a loss on BTX and now have cash to reinvest.
Should I buy more of the above 3 or diversify and if so any suggestions without making specific recommendations
Should I buy more of the above 3 or diversify and if so any suggestions without making specific recommendations
Q: Hello,
Could you comment on Block and Booking quarterly earnings.
Thank you
Stephane
Could you comment on Block and Booking quarterly earnings.
Thank you
Stephane
Q: Could you rank these three, best to worst as strong compounders, if in fact you believe them to be.
Thank You,
Barry
Thank You,
Barry
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Amazon.com Inc. (AMZN $228.15)
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Intuitive Surgical Inc. (ISRG $449.68)
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NVIDIA Corporation (NVDA $177.82)
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Booking Holdings Inc. (BKNG $5,458.32)
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Sherwin-Williams Company (The) (SHW $360.10)
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Stryker Corporation (SYK $383.34)
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Meta CDR (CAD Hedged) (META $41.20)
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ASML Holding N.V. (ASML $813.87)
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Axon Enterprise Inc. (AXON $756.13)
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Uber Technologies Inc. (UBER $95.89)
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CrowdStrike Holdings Inc. (CRWD $436.10)
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Vertiv Holdings LLC Class A (VRT $134.84)
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Trane Technologies plc (TT $400.77)
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Flutter Entertainment Plc (FLUT $281.09)
Q: I am heavily tech weighted and am considering selling my entire position in NVDA and some CRWD as I have large gains in both. I would use the proceeds to buy positions in FLUT and SYK. I would still have position in AMZN, ASML, CRWD, GOOG, META, MSFT and VRT.
Any other suggestions?
Thank you.
Any other suggestions?
Thank you.
Q: Your thoughts on a decent entry point? Management rating 10 being the best.
Thank you
Thank you
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Alphabet Inc. (GOOG $241.38)
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Booking Holdings Inc. (BKNG $5,458.32)
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Salesforce Inc. (CRM $242.76)
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Trane Technologies plc (TT $400.77)
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RTX Corporation (RTX $155.85)
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US Treasury 3 Month Bill ETF (TBIL $49.92)
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Global X USD High Interest Savings ETF (UCSH.U $50.12)
Q: Hi 5i,
I have some USD cash available, which stocks would you consider buying today for balanced/growth portfolio?
If holding longer on cash, where would you park it? Something equivalent to CSAV on US side maybe.
Thank you,
I have some USD cash available, which stocks would you consider buying today for balanced/growth portfolio?
If holding longer on cash, where would you park it? Something equivalent to CSAV on US side maybe.
Thank you,
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Alphabet Inc. (GOOG $241.38)
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Intuitive Surgical Inc. (ISRG $449.68)
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Booking Holdings Inc. (BKNG $5,458.32)
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US Treasury 3 Month Bill ETF (TBIL $49.92)
Q: 3 month treasury TBIL any restrictions on adding or taking money out. I want to buy US to try and off set the fall in CAD. What does the 3 month designation mean. What's your 3 US equities ...Plus 3 Canadian. And short description why and in what order you like them.
Q: Why do you think this company is a good investment?