Q: What are your thoughts on BKNG? Is it a better company than ABNB for the next 3 to 5 years?
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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: Hi Group can you please give me your top 3 picks for TSFA ( I am 74 years old but do nor require a dividend unless it fits with your recommendations ( i also have room for $50,000 Cad)
also what your top picks c/w short reason for the picks. for the leading 6 sectors as of today. regardless of US or CAD Thanks for your help it much appreciated
also what your top picks c/w short reason for the picks. for the leading 6 sectors as of today. regardless of US or CAD Thanks for your help it much appreciated
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Apple Inc. (AAPL)
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Booking Holdings Inc. (BKNG)
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Tesla Inc. (TSLA)
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Crocs Inc. (CROX)
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CrowdStrike Holdings Inc. (CRWD)
Q: Hi 5i, for a 3-5 years hold, today , in which order would you add (full position).
Thank you
Thank you
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Booking Holdings Inc. (BKNG)
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Home Depot Inc. (The) (HD)
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Ulta Beauty Inc. (ULTA)
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Axon Enterprise Inc. (AXON)
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Old Dominion Freight Line Inc. (ODFL)
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Jacobs Solutions Inc. (J)
Q: I have two stocks in a registered account that seem to have stalled: J and HD. Both are up over time (J up 50%, HD 75%) but there hasn't been much movement lately. Given the absence of tax consequences, is it time to move on? And if yes, please provide two US industrials and two US consumer cyclicals to replace them. (AMZN already held.) Thank you.
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Booking Holdings Inc. (BKNG)
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United Rentals Inc. (URI)
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Toromont Industries Ltd. (TIH)
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TFI International Inc. (TFII)
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Ulta Beauty Inc. (ULTA)
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Elastic N.V. (ESTC)
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Crocs Inc. (CROX)
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Aspen Aerogels Inc. (ASPN)
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Thomson Reuters Corp (TRI)
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Uber Technologies Inc. (UBER)
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Flutter Entertainment Plc (FLUT)
Q: Looking to strictly optimize growth over next 3-5 years. Please rank potential of these favourites from current valuations: TIH, URI, ULTA, BKNG, UBER, ESTC, ASPN, FLUT, CROX, TRI, TFII
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Booking Holdings Inc. (BKNG)
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Eli Lilly and Company (LLY)
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Ulta Beauty Inc. (ULTA)
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Celsius Holdings Inc. (CELH)
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Nextracker Inc. (NXT)
Q: Like every investor, I'm trying to maximize growth while minimizing risk.
Of the following stocks, which do you believe provides the optimal combination of safety AND growth over the next 3-5 years? Please rate each for risk/growth on a scale of 1-10: LLY, ULTA, CELH, BKNG and NXT. Thank you.
Of the following stocks, which do you believe provides the optimal combination of safety AND growth over the next 3-5 years? Please rate each for risk/growth on a scale of 1-10: LLY, ULTA, CELH, BKNG and NXT. Thank you.
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Booking Holdings Inc. (BKNG)
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Ulta Beauty Inc. (ULTA)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
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Nextracker Inc. (NXT)
Q: Hello.
Would you please provide your top 10 investments for TFSA Accounts with a brief explanation - 5 Canadian and 5 USA without concern about diversity.
This is for a long term hold.
Thanks,
Catherine
Would you please provide your top 10 investments for TFSA Accounts with a brief explanation - 5 Canadian and 5 USA without concern about diversity.
This is for a long term hold.
Thanks,
Catherine
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Intuitive Surgical Inc. (ISRG)
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Micron Technology Inc. (MU)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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CrowdStrike Holdings Inc. (CRWD)
Q: Good Morning - I need to trim Nvidia a little. Can you please suggest a few high conviction names for TFSA (US or CDN) with a similar risk profile. Thanks!
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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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NextEra Energy Inc. (NEE)
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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Alimentation Couche-Tard Inc. (ATD)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Everyone. If you were 30 years old today, what ten stocks (Canada or US) would you buy? Clayton
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Costco Wholesale Corporation (COST)
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Booking Holdings Inc. (BKNG)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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North West Company Inc. (The) (NWC)
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lululemon athletica inc. (LULU)
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Ulta Beauty Inc. (ULTA)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Crocs Inc. (CROX)
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Old Dominion Freight Line Inc. (ODFL)
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Heico Corporation (HEI)
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Boyd Group Services Inc. (BYD)
Q: My industrial portfolio currently has a light exposure to the industrial sector. I’d like to diversify by adding some industrial stocks in the US and Canada. Additionally, in the consumer sector, I already hold ATD, TOY, PBH, ULTA, and COST. To further enhance my consumer holdings, could you recommend several consumer stocks in the US and one or two in Canada? Your assistance is greatly appreciated. Thank you!
Q: If you needed to buy a US consumer discretionary stock what 3 choices would you consider for a long term hold today?
Thank you
Thank you
Q: I am going to sell COST due to the CG tax change. I was going to repurchase it, but you have suggested that it may be overpriced. What other good quality US stock would be an alternative.
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Amazon.com Inc. (AMZN)
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Booking Holdings Inc. (BKNG)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
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Nextracker Inc. (NXT)
Q: Hi 5i Team,
I will be adding to one or more to small existing positions in either VRT, CELH, AMZN, BKNG, and or NXT. Could you please list in order of preference for addition at this time and considering a decent time frame and high risk tolerance. A short comment on the pros and cons of each would be appreciated.
Thanks in advance.
I will be adding to one or more to small existing positions in either VRT, CELH, AMZN, BKNG, and or NXT. Could you please list in order of preference for addition at this time and considering a decent time frame and high risk tolerance. A short comment on the pros and cons of each would be appreciated.
Thanks in advance.
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Booking Holdings Inc. (BKNG)
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Stelco Holdings Inc. (STLC)
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Crocs Inc. (CROX)
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Churchill Downs Incorporated (CHDN)
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PDD Holdings Inc. (PDD)
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Coinbase Global Inc (COIN)
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Arhaus Inc. (ARHS)
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CAVA Group Inc. (CAVA)
Q: Hi team,
I sent the following question last week and have not seen any reply yet. Did you receive it ?
Here is the question.
Which are your favorite cyclical stocks presently, Cdian and U.S., for strong growth in a TFSA ? Could you comment at the same time on CAVA-N, COIN-Q and PDD-Q ?
Gratefully,
Jacques IDS
I sent the following question last week and have not seen any reply yet. Did you receive it ?
Here is the question.
Which are your favorite cyclical stocks presently, Cdian and U.S., for strong growth in a TFSA ? Could you comment at the same time on CAVA-N, COIN-Q and PDD-Q ?
Gratefully,
Jacques IDS
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Adobe Inc. (ADBE)
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Booking Holdings Inc. (BKNG)
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The Trade Desk Inc. (TTD)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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CrowdStrike Holdings Inc. (CRWD)
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Vertiv Holdings LLC Class A (VRT)
Q: I would like to add another tech name. With software being weak as of late, I was thinking of either ADBE or CRWD but would be open to another suggestion or two as well. I currently own GOOG, TSM, AMZN, and MSFT.. VRT and BKNG as well even tho they aren't really tech names. Thank you.
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Booking Holdings Inc. (BKNG)
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Deere & Company (DE)
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Canadian National Railway Company (CNR)
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Canadian Natural Resources Limited (CNQ)
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T-Mobile US Inc. (TMUS)
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Fiserv Inc. (FI)
Q: Looking for your advice on stocks with accelerating capital returns, excluding IT, for 5 year hold.
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Booking Holdings Inc. (BKNG)
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BRP Inc. Subordinate Voting Shares (DOO)
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Magna International Inc. (MG)
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Leon's Furniture Limited (LNF)
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lululemon athletica inc. (LULU)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Crocs Inc. (CROX)
Q: I am looking to add BKNG to my Consumer Cyclicals. Currently I have a ATZ, LULU, MG, LNF, DOO, and CROX.
Long term growth investor.
Would you suggest trimming across the board or are there any names you would swap if one wanted to high grade their portfolio.
Long term growth investor.
Would you suggest trimming across the board or are there any names you would swap if one wanted to high grade their portfolio.
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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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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Alimentation Couche-Tard Inc. (ATD)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Ulta Beauty Inc. (ULTA)
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Axon Enterprise Inc. (AXON)
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Airbnb Inc. (ABNB)
Q: Can you please list in order your top 5 Canadian and top 5 US stocks in order based on conviction? Please also list a management rating, 10 being the highest.
Time frame 5+ years
Thanks
Time frame 5+ years
Thanks
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Adobe Inc. (ADBE)
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Microsoft Corporation (MSFT)
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Booking Holdings Inc. (BKNG)
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Mastercard Incorporated (MA)
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Pfizer Inc. (PFE)
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UnitedHealth Group Incorporated (DE) (UNH)
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Visa Inc. (V)
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Ulta Beauty Inc. (ULTA)
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Airbnb Inc. (ABNB)
Q: My current exposure to the US market is through, ZQQ, VFV, VUN, VGG, and GOOG, AMZN, CVS, and BRK CDR’s. I would like to increase my US weighting and have CAD$150,000 to invest and am considering dividing this into equal amounts in V, MA, UNH, PFE, ADBE, and MSFT. Your thoughts on this approach and any other suggestions (5+ year holding period). Thanks!
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Booking Holdings Inc. (BKNG)
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NextEra Energy Inc. (NEE)
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Axon Enterprise Inc. (AXON)
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Arthur J. Gallagher & Co. (AJG)
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CrowdStrike Holdings Inc. (CRWD)
Q: Please recommend 3-5 quality US stocks or ETFs for long-term holds that are currently at a good buying price.
Thanks as always.
Thanks as always.