Q: Greetings 5i team.
May I please have your updated assessment of MED given recent Q results and outlook?
Many thanks.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Me, pondering a move or two and would like your take. In a LIRA that is diversified and balanced for stability and with say 20 years to go, I hold BAMR with a weighting of 2.66%. And I'm pondering selling it and replacing with with more GOOG, current weighting of 2.67% as GOOG, for me, has a risk factor of 9 out of 10 and is highly profitable......and that would take the position weighting up to say 4.5%.And then with the remaining cash, buy a starter position in MED, with my risk factor of 6 out of 10 and with both high growth and profitability and seems to be undervalued relative to its food product peers.Or rather than MED, take a starting position in Accenture PLC, with a risk rating of 9 out of 10 and with high profitability and low risk relative to its business support service service peersNow pondering what to do....Go with an add to GOOG and take a start position with MED or ACN......or take equal starter position in both of MED and ACN???....or another option that you might suggest I consider. ........Thanks for the assistance.........Tom
Read AnswerQ: You had listed MED once as part of a portfolio suggestion. The chart looks good right now for an entry. Can you please comment on the fundamentals, growth potential, and whether this type of business has is a bit recession proof? It might be in a good spot right now as people try to lose their "COVID 15"?
Read Answer-
MKS Instruments Inc. (MKSI)
-
Copart Inc. (CPRT)
-
CarGurus Inc. (CARG)
-
MEDIFAST INC (MED)
-
Ultra Clean Holdings Inc. (UCTT)
-
Digital Turbine Inc. (APPS)
-
eXp World Holdings Inc. (EXPI)
Q: With the chaos in the US market in Q1 2022, im considering adding some quality growth names to my portfolio. Which US growth names do you think are attractively valued in the current market environment?
Read Answer-
Ford Motor Company (F)
-
AcuityAds Holdings Inc. (AT)
-
Veeva Systems Inc. Class A (VEEV)
-
Enthusiast Gaming Holdings Inc. (EGLX)
-
MEDIFAST INC (MED)
-
Ultra Clean Holdings Inc. (UCTT)
-
Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
-
eXp World Holdings Inc. (EXPI)
-
Anaergia Inc. Subordinate Voting Shares (ANRG)
Q: The above companies have all fallen below 1.5% of my portfolio and I am looking to do some cleaning up. Could I get an add/sell/hold recommendation on them please?
Thank you
Q: Could I please get your analysis of the quarterly/year end results for MEDIFAST, Booking Holdings, and eXp World Holdings? Any change on recommendations?
Thank you
-
NVIDIA Corporation (NVDA)
-
Booking Holdings Inc. (BKNG)
-
AbbVie Inc. (ABBV)
-
Salesforce Inc. (CRM)
-
Morgan Stanley (MS)
-
Okta Inc. (OKTA)
-
NV5 Global Inc. (NVEE)
-
DexCom Inc. (DXCM)
-
MEDIFAST INC (MED)
-
Pool Corporation (POOL)
-
Digital Turbine Inc. (APPS)
Q: Hi 5i Team,
Given the recent pull back in the markets, would you please recommend 3 or 4 US stocks with most upside in each of these sectors:
1) tech sector (excluding FAANG stocks)
2) all sectors other than tech
Cheers,
H
Q: Greetings 5i team.
May I have your updated views on MED please? When do they report next? What is expected? Opinion on current fundamentals as well.
Thanks for your help.
-
Booking Holdings Inc. (BKNG)
-
DocuSign Inc. (DOCU)
-
MEDIFAST INC (MED)
-
Jacobs Engineering Group Inc. (J)
Q: I have 1.4% in Docu in my US cash account with a 44% loss at this time. Should I bite the bullet and sell it to invest in another growth stock for a 3-5 year hold . If so can you suggest a few other than tech.
Thanks for what you do.
-
Home Depot Inc. (The) (HD)
-
Constellation Software Inc. (CSU)
-
TFI International Inc. (TFII)
-
Thomson Reuters Corporation (TRI)
-
goeasy Ltd. (GSY)
-
Rent-A-Center Inc. (RCII)
-
Innovative Industrial Properties Inc. (IIPR)
-
MEDIFAST INC (MED)
Q: Favorite (hammered) growth stock that pays a divy? Bit of bottom-fishing for a long term hold. Thanks Ron
Read Answer-
ATS Automation Tooling Systems Inc. (ATA)
-
Magna International Inc. (MG)
-
Aritzia Inc. Subordinate Voting Shares (ATZ)
-
Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
-
NV5 Global Inc. (NVEE)
-
MEDIFAST INC (MED)
-
Ultra Clean Holdings Inc. (UCTT)
-
Reliance Steel & Aluminum Co. (DE) (RS)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
-
Trane Technologies plc (TT)
Q: I would appreciate your opinion on your best picks US and Canada as a COVID recovery play for midium term in today's market. Thank you for your great service!
Read Answer-
Intuitive Surgical Inc. (ISRG)
-
Carriage Services Inc. (CSV)
-
Rent-A-Center Inc. (RCII)
-
NV5 Global Inc. (NVEE)
-
Axon Enterprises Inc. (AXON)
-
Century Communities Inc. (CCS)
-
DexCom Inc. (DXCM)
-
Guardant Health Inc. (GH)
-
MEDIFAST INC (MED)
-
NVR Inc. (NVR)
Q: On December 13th, Keith asked you to recommend your top 10 US non tech growth equities. May you rank the 10 in order of compelling buys at today’s prices.
Thank you
-
Exco Technologies Limited (XTC)
-
AcuityAds Holdings Inc. (AT)
-
NV5 Global Inc. (NVEE)
-
MEDIFAST INC (MED)
-
Reliance Steel & Aluminum Co. (DE) (RS)
-
Pinterest Inc. Class A (PINS)
-
Digital Turbine Inc. (APPS)
-
Karora Resources Inc. (KRR)
Q: What Cdn or U.S. companies would you consider to be the most likely takeover targets in 2022? Can you rank them in terms of quality even if a takeover doesn't materialize?
Read Answer-
Intuitive Surgical Inc. (ISRG)
-
Carriage Services Inc. (CSV)
-
NV5 Global Inc. (NVEE)
-
Axon Enterprises Inc. (AXON)
-
Century Communities Inc. (CCS)
-
DexCom Inc. (DXCM)
-
Guardant Health Inc. (GH)
-
MEDIFAST INC (MED)
-
NVR Inc. (NVR)
Q: What are your top 10 non-tech growth stocks in the US that you see currently see as attractive long term? Thanks!
Read Answer
Q: Hi Team,
What's your current views of MED and SWKS? I have been underwater pretty much on both these I bought them. Should I continue to hold or is there other stocks I should be replacing these with instead that stand out as screaming buys as of today? I particularly don't understand the weakness of SWKS. From what I can see it trades much cheaper valuation than most chips stocks, has good growth, has a partnership with Apple (which I know some view as a negative), is in the 5G business as well which should be a highly growing sector. The lack of interest is a bit confusing. Would it be a takeover target? You would think if chips are so hard to come buy perhaps apple would just buy them with their pocket change one day to bolster their supply chain? Thoughts? Thanks
Shane.
-
Meta Platforms Inc. (FB)
-
Alphabet Inc. (GOOG)
-
Intuitive Surgical Inc. (ISRG)
-
Booking Holdings Inc. (BKNG)
-
AbbVie Inc. (ABBV)
-
The AES Corporation (AES)
-
Duke Energy Corporation (Holding Company) (DUK)
-
Home Depot Inc. (The) (HD)
-
Hess Corporation (HES)
-
JP Morgan Chase & Co. (JPM)
-
Medtronic plc. (MDT)
-
Mosaic Company (The) (MOS)
-
Morgan Stanley (MS)
-
Prologis Inc. (PLD)
-
PPG Industries Inc. (PPG)
-
Public Storage (PSA)
-
Sherwin-Williams Company (The) (SHW)
-
Stryker Corporation (SYK)
-
TJX Companies Inc. (The) (TJX)
-
Verizon Communications Inc. (VZ)
-
Exxon Mobil Corporation (XOM)
-
Xylem Inc. New (XYL)
-
Bank of Nova Scotia (The) (BNS)
-
Suncor Energy Inc. (SU)
-
BCE Inc. (BCE)
-
Canadian Natural Resources Limited (CNQ)
-
Loblaw Companies Limited (L)
-
Sun Life Financial Inc. (SLF)
-
Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
-
TELUS Corporation (T)
-
Dollarama Inc. (DOL)
-
Fortis Inc. (FTS)
-
ARC Resources Ltd. (ARX)
-
WSP Global Inc. (WSP)
-
Algonquin Power & Utilities Corp. (AQN)
-
Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
-
Descartes Systems Group Inc. (The) (DSG)
-
TFI International Inc. (TFII)
-
Whitecap Resources Inc. (WCP)
-
ATS Automation Tooling Systems Inc. (ATA)
-
BRP Inc. Subordinate Voting Shares (DOO)
-
Primo Water Corporation (PRMW)
-
Premium Brands Holdings Corporation (PBH)
-
Knight Therapeutics Inc. (GUD)
-
Block Inc. Class A (SQ)
-
goeasy Ltd. (GSY)
-
InterRent Real Estate Investment Trust (IIP.UN)
-
Dream Industrial Real Estate Investment Trust (DIR.UN)
-
Profound Medical Corp. (PRN)
-
Boralex Inc. Class A Shares (BLX)
-
Aritzia Inc. Subordinate Voting Shares (ATZ)
-
CubeSmart (CUBE)
-
Nutrien Ltd. (NTR)
-
Alimentation Couche-Tard Inc. (ATD.A)
-
Extra Space Storage Inc (EXR)
-
MEDIFAST INC (MED)
-
T-Mobile US Inc. (TMUS)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
-
CrowdStrike Holdings Inc. (CRWD)
-
Jacobs Engineering Group Inc. (J)
-
Trane Technologies plc (TT)
-
Celsius Holdings Inc. (CELH)
-
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
-
Topicus.com Inc. (TOI)
Q: Hi Peter,
In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.
KT
-
Alphabet Inc. (GOOG)
-
Intuit Inc. (INTU)
-
NVIDIA Corporation (NVDA)
-
iShares Russell 2000 Growth ETF (IWO)
-
Copart Inc. (CPRT)
-
DexCom Inc. (DXCM)
-
MEDIFAST INC (MED)
-
CrowdStrike Holdings Inc. (CRWD)
-
Digital Turbine Inc. (APPS)
-
Celsius Holdings Inc. (CELH)
-
Unity Software Inc. (U)
-
eXp World Holdings Inc. (EXPI)
Q: Hi thank you for all that you do.
I would appreciate your thoughts on a top ten list for growth plays in the US for an RRSP. (1 ETF) Time horizon is on my side as I’m a younger investor, and a dividend is not important.
Also, can you please provide a grade for each stock chosen? Ex A -E as shown in the Report section.
Would this list be any different in a TFSA? If so, why?
Thank you and please deduct points as necessary.
Nick
-
Enbridge Inc. (ENB)
-
Constellation Software Inc. (CSU)
-
Fortis Inc. (FTS)
-
Air Canada Voting and Variable Voting Shares (AC)
-
Parex Resources Inc. (PXT)
-
BRP Inc. Subordinate Voting Shares (DOO)
-
Kinaxis Inc. (KXS)
-
Aritzia Inc. Subordinate Voting Shares (ATZ)
-
MEDIFAST INC (MED)
-
Pinterest Inc. Class A (PINS)
-
Airbnb Inc. (ABNB)
Q: Hi team,
I have the following partial positions (less than 2%) and am looking for guidance on which ones look like good adds. Please rank in order and also provide a target price.
AC, ABNB, ATZ, DOO, CSU, ENB, FTS, KXS, MED, PXT, PINS
-
Alphabet Inc. (GOOG)
-
NVIDIA Corporation (NVDA)
-
MEDIFAST INC (MED)
-
CrowdStrike Holdings Inc. (CRWD)
-
Digital Turbine Inc. (APPS)
Q: Hello,
What 5 Canadian and US growth stocks you can recommend for 5 year hold in a TFSA and non registered account.
Thanks.
Q: Can i get your thoughts on Medifast's quarter and if you would buy, sell, hold? I am thinking of swapping it for Booking Holdings. Thoughts?
Thanks