Q: Hi 5i, pls comment on CRMs results. Now that both NOW and CRM have released, if you had to pick one base on future outlook, current valuation, which one would you choose? Thx.
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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: Thoughts on the quarter and outlook? Is the initiation of the dividend a way to offset slower growth and keep shareholders happy?
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- Eli Lilly and Company (LLY)
- Roper Technologies Inc. (ROP)
- Elastic N.V. (ESTC)
- Axon Enterprise Inc. (AXON)
- Berkshire Hathaway Inc. (BRK.B)
- Vertiv Holdings LLC Class A (VRT)
- Nextracker Inc. (NXT)
Q: For a TFSA, what are the 10 U.S. stocks that you would recommend ?
Gratefully,
Jacques IDS
Gratefully,
Jacques IDS
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- Illinois Tool Works Inc. (ITW)
- JPMorgan Chase & Co. (JPM)
- Eli Lilly and Company (LLY)
- Prologis Inc. (PLD)
- Exxon Mobil Corporation (XOM)
- WSP Global Inc. (WSP)
- lululemon athletica inc. (LULU)
- Take-Two Interactive Software Inc. (TTWO)
- Eagle Materials Inc (EXP)
Q: Hello, I recently sold my rental property in 2022, and I now have funds sitting in the bank, earning interest. My ultimate goal is to invest this money wisely and create a portfolio that can serve as an inheritance for my loved ones. I am currently in the process of assembling a collection of high-quality stocks.
For me, the presence or absence of dividends is not a decisive factor when selecting stocks. Could you kindly recommend two top-performing stocks in each sector of the global market? These core holdings will play a crucial role in achieving my long-term financial objectives.
As of now, I have already purchased shares in NVIDIA (NVDA), Meta, Intuitive Surgical (ISRG), Alphabet (GOOGL), Canada: Goeasy (GSY), Nuvei (NVEI), Definity Finacial (DFY), Boyd Group(BYD), Thomson Reuters (TRI), Aritzia (ATZ), and Nutrien (NTR).
Thank you in advance for your valuable insights.
For me, the presence or absence of dividends is not a decisive factor when selecting stocks. Could you kindly recommend two top-performing stocks in each sector of the global market? These core holdings will play a crucial role in achieving my long-term financial objectives.
As of now, I have already purchased shares in NVIDIA (NVDA), Meta, Intuitive Surgical (ISRG), Alphabet (GOOGL), Canada: Goeasy (GSY), Nuvei (NVEI), Definity Finacial (DFY), Boyd Group(BYD), Thomson Reuters (TRI), Aritzia (ATZ), and Nutrien (NTR).
Thank you in advance for your valuable insights.
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Salesforce Inc. (CRM)
- Eli Lilly and Company (LLY)
- Super Micro Computer Inc. (SMCI)
- Vertiv Holdings LLC Class A (VRT)
Q: If you had to put together a portfolio to hold for at least one year for max gain what would they be? No concern for risk or the size of the company. Must be traded on a USA exchange although not necessarily a USA company. I’m guessing you will include smci, vrt, google and amazon. Part two of the question is whether I should sell some smci to lock in a gain? I’ve never in my life enjoyed such a large gain so quick. Thanks.
- Apple Inc. (AAPL)
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Broadcom Inc. (AVGO)
- Cisco Systems Inc. (CSCO)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Alphabet Inc. (GOOGL)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Accenture plc Class A (Ireland) (ACN)
- Salesforce Inc. (CRM)
- Oracle Corporation (ORCL)
- Tesla Inc. (TSLA)
- Advanced Micro Devices Inc. (AMD)
Q: hi,
thank you for, and this question is in reference to, the answer to the "baby Mag 7" question a few days ago by "JR". are you able to do a short analysis of these 7, compared to the "adult" Mag 7 in regards current and future valuation, growth, debt/equity metrics. further, do you have any guess on the timeline of googl/meta etc.'s development/utilization of their own AI chips in house?
take as many points off as needed, this question seems like a bad homework assignment to me!
thanks Chris
thank you for, and this question is in reference to, the answer to the "baby Mag 7" question a few days ago by "JR". are you able to do a short analysis of these 7, compared to the "adult" Mag 7 in regards current and future valuation, growth, debt/equity metrics. further, do you have any guess on the timeline of googl/meta etc.'s development/utilization of their own AI chips in house?
take as many points off as needed, this question seems like a bad homework assignment to me!
thanks Chris
- Adobe Inc. (ADBE)
- QUALCOMM Incorporated (QCOM)
- Salesforce Inc. (CRM)
- Constellation Software Inc. (CSU)
Q: I am not specifically asking about these 4 equities, rather they are representative of some tech stocks that have been increasing dramatically in the last few weeks / months. Are we looking at a bubble in tech? Where is all the momentum coming from? Many thanks.
- Apple Inc. (AAPL)
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Broadcom Inc. (AVGO)
- Cisco Systems Inc. (CSCO)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Accenture plc Class A (Ireland) (ACN)
- Salesforce Inc. (CRM)
- Oracle Corporation (ORCL)
- Tesla Inc. (TSLA)
- Advanced Micro Devices Inc. (AMD)
Q: Peter,
what would be your list of baby Mag 7 that have high probability of solid growth and show possibility of becoming the new Mag member? Do you see AMD as a potential contender?
what would be your list of baby Mag 7 that have high probability of solid growth and show possibility of becoming the new Mag member? Do you see AMD as a potential contender?
- Apple Inc. (AAPL)
- Adobe Inc. (ADBE)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- PayPal Holdings Inc. (PYPL)
- QUALCOMM Incorporated (QCOM)
- Salesforce Inc. (CRM)
- Toll Brothers Inc. (TOL)
Q: In my US denominatedm growth-focused TFSA, I own CRM, PYPL, TOL, AAPL, GOOG, ADBE, QCOM, and NVDA. It is time for me to make my annual contribution.
I am underweight PYPL; should I add to it or replace PYPL with something else? If I should replace it, please suggest two or three good candidates for long-term growth, US-based, sector/cap size unimportant, risk profile somewhere between that of your growth and balanced portfolios. If I remove PYPL, I'd rather add a new position than add to one of my current positions.
In your answer, please do not include MSFT, IBM, PFE or MDT, since I have full positions in these in my other accounts.
I've been a 5i member since 2016 and have been served well by your service; thanks for a great seven years. I remember starting a position in CSU at around $600 and thinking I was 'too late'.
Wishing 5i and all its members all the best for a prosperous 2024.
I am underweight PYPL; should I add to it or replace PYPL with something else? If I should replace it, please suggest two or three good candidates for long-term growth, US-based, sector/cap size unimportant, risk profile somewhere between that of your growth and balanced portfolios. If I remove PYPL, I'd rather add a new position than add to one of my current positions.
In your answer, please do not include MSFT, IBM, PFE or MDT, since I have full positions in these in my other accounts.
I've been a 5i member since 2016 and have been served well by your service; thanks for a great seven years. I remember starting a position in CSU at around $600 and thinking I was 'too late'.
Wishing 5i and all its members all the best for a prosperous 2024.
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- JPMorgan Chase & Co. (JPM)
- Eli Lilly and Company (LLY)
- United Rentals Inc. (URI)
- ATS Corporation (ATS)
- Kinaxis Inc. (KXS)
- lululemon athletica inc. (LULU)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Axon Enterprise Inc. (AXON)
- Berkshire Hathaway Inc. (BRK.B)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
Q: Hi 5i,
In an otherwise balanced portfolio, I'm looking for some ideas for my TFSA.
Current holdings are KXS, LULU, HPS AND ATS.
I'm open to adding to the above names but was wondering if you
could you please recommend 10 Canadian and 10 US stocks that you feel would work well in a TFSA at this time in the market.
Thanks!!
In an otherwise balanced portfolio, I'm looking for some ideas for my TFSA.
Current holdings are KXS, LULU, HPS AND ATS.
I'm open to adding to the above names but was wondering if you
could you please recommend 10 Canadian and 10 US stocks that you feel would work well in a TFSA at this time in the market.
Thanks!!
Q: Can you please analyze and compare these 2 companies for me?
Q: Hi 5i team
I have 15% Workday in my RRIF in USD. I am thinking of trimming down and adding 3 more USD positions. Can you suggest a few USD companies for Growth over a 3-5 year hold ?
Thanks Linda
I have 15% Workday in my RRIF in USD. I am thinking of trimming down and adding 3 more USD positions. Can you suggest a few USD companies for Growth over a 3-5 year hold ?
Thanks Linda
- Apple Inc. (AAPL)
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- AbbVie Inc. (ABBV)
- Salesforce Inc. (CRM)
- JPMorgan Chase & Co. (JPM)
- Eli Lilly and Company (LLY)
- Merck & Company Inc. (MRK)
- Morgan Stanley (MS)
- Prudential Financial Inc. (PRU)
- Ulta Beauty Inc. (ULTA)
- Take-Two Interactive Software Inc. (TTWO)
- Vertiv Holdings LLC Class A (VRT)
- Duolingo Inc. (DUOL)
Q: Long term holding and price appreciation of AAPL and NVDA has led to a U.S. portion of a registered portfolio weighting of 28% and 17% respectively. I'd like to take some profits on these positions and trim these weightings to diversify. Please provide your top suggestions for replacements to consider in Health, Consumer, IT, Communication, and Financial sectors with a timeframe of 10years+
- Costco Wholesale Corporation (COST)
- Nasdaq Inc. (NDAQ)
- BlackRock Inc. (BLK)
- Salesforce Inc. (CRM)
- Home Depot Inc. (The) (HD)
- Stryker Corporation (SYK)
- Xylem Inc. New (XYL)
- Zoetis Inc. Class A (ZTS)
- Old Dominion Freight Line Inc. (ODFL)
- Saia Inc. (SAIA)
- Heico Corporation (HEI)
- CrowdStrike Holdings Inc. (CRWD)
- Trane Technologies plc (TT)
Q: Most of the above listed US stocks are in the S&P 500. And I'm wondering - would 5iR consider them "compounders"?.....Thanks for the insight as I'm keen to know whether yes or no!!!......Tom
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Salesforce Inc. (CRM)
- United Rentals Inc. (URI)
- Atlassian Corporation (TEAM)
- Roku Inc. (ROKU)
- Rapid7 Inc. (RPD)
- Alteryx Inc. Class A (AYX)
- Axon Enterprise Inc. (AXON)
- Unity Software Inc. (U)
Q: Hello:
These are all underwater in US side of my TFSA. Please rate Sell, Hold or Buy.
What are a few nice growth opportunities on US side, looking 3-5 years minimum.
Thank you!
These are all underwater in US side of my TFSA. Please rate Sell, Hold or Buy.
What are a few nice growth opportunities on US side, looking 3-5 years minimum.
Thank you!
Q: Hi , between CRM -ARM if you had to buy one which one would it be? And why?
Thanks. Alnoor
Thanks. Alnoor
- Adobe Inc. (ADBE)
- Autodesk Inc. (ADSK)
- Intuit Inc. (INTU)
- Microsoft Corporation (MSFT)
- Salesforce Inc. (CRM)
- Oracle Corporation (ORCL)
- ServiceNow Inc. (NOW)
Q: Dear Peter et al:
Recently a tech expert came on BNN and mentioned that going forward, it is the SaaS companies that will benefit from AI revolution. His top pick was ORCL. But he mentioned NOW and CRM as well in passing. I looked at these companies using Finviz's screener (free version!) and I see ORCL has a lot more debt than the other two.
What would be your choice? If not these three do you have any other favourites? Many thanks.
Mano
Recently a tech expert came on BNN and mentioned that going forward, it is the SaaS companies that will benefit from AI revolution. His top pick was ORCL. But he mentioned NOW and CRM as well in passing. I looked at these companies using Finviz's screener (free version!) and I see ORCL has a lot more debt than the other two.
What would be your choice? If not these three do you have any other favourites? Many thanks.
Mano
- Adobe Inc. (ADBE)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Veeva Systems Inc. Class A (VEEV)
- The Trade Desk Inc. (TTD)
- Synopsys Inc. (SNPS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Mitek Systems Inc. (MITK)
- Topicus.com Inc. (TOI)
Q: I understand that information technology stocks maybe "cyclical". Like for example, TTD may be more cyclical because it leans into communication for retail stocks. But for many, I'm having a difficult time deciding whether the above stocks are heavily, moderately or lightly cyclical. Please let me know how you would rate them for these 3 categories. Thanks for the help and please deduct credit that you consider is right for the work needed to answer my question.........Tom
- Intuit Inc. (INTU)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Salesforce Inc. (CRM)
- Constellation Software Inc. (CSU)
- WSP Global Inc. (WSP)
- Parkland Corporation (PKI)
- Alimentation Couche-Tard Inc. (ATD)
- EQB Inc. (EQB)
- Blackstone Inc. (BX)
- Arthur J. Gallagher & Co. (AJG)
- Berkshire Hathaway Inc. (BRK.B)
Q: Hi team,
Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?
Have a good day,
Jacques IDS
Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?
Have a good day,
Jacques IDS
Q: Hi
I would appreciate your assessment of MNDY and the sub-sector it is in. As a growth stock, wha is the potential total addressable market for its services, what percentage is it targeting, how is it positioned for growth vis-a-vis its competitors. In a nutshell, if you wanted to have a position in this area, would you buy and at what entry price. Or, do you prefer another and if so, why.
I would appreciate your assessment of MNDY and the sub-sector it is in. As a growth stock, wha is the potential total addressable market for its services, what percentage is it targeting, how is it positioned for growth vis-a-vis its competitors. In a nutshell, if you wanted to have a position in this area, would you buy and at what entry price. Or, do you prefer another and if so, why.