Q: I bought DIS for a post-Covid turnaround, but here we are five years post-Covid and the stock is still well below its pre-Covid valuation. Could you please assess its earnings tomorrow and advise whether to hang in or move on?
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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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Broadcom Inc. (AVGO)
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Costco Wholesale Corporation (COST)
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Nasdaq Inc. (NDAQ)
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AbbVie Inc. (ABBV)
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Abbott Laboratories (ABT)
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Accenture plc Class A (Ireland) (ACN)
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BlackRock Inc. (BLK)
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Salesforce Inc. (CRM)
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The Walt Disney Company (DIS)
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Home Depot Inc. (The) (HD)
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Stryker Corporation (SYK)
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Visa Inc. (V)
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Synopsys Inc. (SNPS)
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Brookfield Corporation Class A Limited (BN)
Q: Please rank these stock for risk relative to the US Tariffs from High to Low....thanks....Tom
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOGL)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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American Express Company (AXP)
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The Walt Disney Company (DIS)
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Eli Lilly and Company (LLY)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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MercadoLibre Inc. (MELI)
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The Trade Desk Inc. (TTD)
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Super Micro Computer Inc. (SMCI)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Berkshire Hathaway Inc. (BRK.B)
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CrowdStrike Holdings Inc. (CRWD)
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Virgin Galactic Holdings, Inc. (SPCE)
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Celsius Holdings Inc. (CELH)
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Palantir Technologies Inc. (PLTR)
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Nebius Group N.V. (NBIS)
Q: I have made some updates to my portfolio before heading into the new year and am looking for your thoughts on total portfolio. I have it all in TFSA and am 28 years old with a long time horizon. Could you give me your opinion over next 1, 3, 5 years of portfolio.
What changes might you make to this portfolio to stengthen it?
Portfolio Breakdown:
Stock Amount Invested (USD) % of Portfolio
NVDA $6,500 12.04%
SHOP $2,840 (converted from CAD) 5.26%
AMZN $2,650 4.91%
MSFT $2,520 4.67%
MELI $2,483 4.60%
PLTR $2,250 4.17%
TSM $2,000 3.70%
CRWD $1,830 3.39%
GOOGL $1,780 3.30%
TTD $1,767 3.28%
ISRG $2,180 (converted from CAD) 4.04%
META $2,150 (converted from CAD) 3.98%
BRK.B $1,470 2.72%
AXP $1,560 2.89%
LLY $1,500 2.78%
DIS $1,280 (converted from CAD) 2.37%
NBIS $840 1.56%
CELH $700 1.30%
SMCI $392 0.73%
SPCE $188 0.35%
XRP $120 (converted from CAD) 0.22%
Thanks,
Dan
What changes might you make to this portfolio to stengthen it?
Portfolio Breakdown:
Stock Amount Invested (USD) % of Portfolio
NVDA $6,500 12.04%
SHOP $2,840 (converted from CAD) 5.26%
AMZN $2,650 4.91%
MSFT $2,520 4.67%
MELI $2,483 4.60%
PLTR $2,250 4.17%
TSM $2,000 3.70%
CRWD $1,830 3.39%
GOOGL $1,780 3.30%
TTD $1,767 3.28%
ISRG $2,180 (converted from CAD) 4.04%
META $2,150 (converted from CAD) 3.98%
BRK.B $1,470 2.72%
AXP $1,560 2.89%
LLY $1,500 2.78%
DIS $1,280 (converted from CAD) 2.37%
NBIS $840 1.56%
CELH $700 1.30%
SMCI $392 0.73%
SPCE $188 0.35%
XRP $120 (converted from CAD) 0.22%
Thanks,
Dan
Q: Hello, I am down on both : PFE and DIS. Based on their business fundamentals, balance sheet and growth, is it time to move on and sell both?
Thanks
Carlo
Thanks
Carlo
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOGL)
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Intuitive Surgical Inc. (ISRG)
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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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American Express Company (AXP)
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Boston Scientific Corporation (BSX)
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The Walt Disney Company (DIS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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MercadoLibre Inc. (MELI)
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The Trade Desk Inc. (TTD)
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Meta CDR (CAD Hedged) (META)
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Super Micro Computer Inc. (SMCI)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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CrowdStrike Holdings Inc. (CRWD)
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Celsius Holdings Inc. (CELH)
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Palantir Technologies Inc. (PLTR)
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Nu Holdings Ltd. Class A (NU)
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Nebius Group N.V. (NBIS)
Q: Hi There, I am trying to stear my portfolio decisions going into 2025, and looking for some of your feedback. I am 28 with 55k in myTFSA ( all after home purchase, so longer time horizon), I have about 5K of the 55K to invest, and the other 50K in the stocks below with their respective weightings of the 55K. I am trying to decide if I should add any other specific stocks or top up weightings to 2% on BSX / BKNG / ISRG / TSM / CELH / SMCI and add to CRWD, DIS, GOOGl, another 1.0%.
Are there any other stocks you would recommend to diversify this portfolio some more. Do you have any concerns with any holdings or their weightings?
Please deduct however many questions you feel necessary, I don't often ask Q's.
NVDA - 15%
SHOP - 10.7%
MELI - 9.8%
TTD - 9.2%
PLTR - 9.0%
MSFT - 7.6%
AMNZ - 7.6%
META - 4.1%
GOOGL - 3%
DIS - 2.5%
AXP - 2.45%
CRWD - 2%
NBIS - 2%
SMCI - 1.75%
NU - 1.64%
CELH - 1.54%
BSX - 1.12%
BKNG - 1%
ISRG - 0.7%
TSM - 0.7%
Thanks,
Dan
Are there any other stocks you would recommend to diversify this portfolio some more. Do you have any concerns with any holdings or their weightings?
Please deduct however many questions you feel necessary, I don't often ask Q's.
NVDA - 15%
SHOP - 10.7%
MELI - 9.8%
TTD - 9.2%
PLTR - 9.0%
MSFT - 7.6%
AMNZ - 7.6%
META - 4.1%
GOOGL - 3%
DIS - 2.5%
AXP - 2.45%
CRWD - 2%
NBIS - 2%
SMCI - 1.75%
NU - 1.64%
CELH - 1.54%
BSX - 1.12%
BKNG - 1%
ISRG - 0.7%
TSM - 0.7%
Thanks,
Dan
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Caterpillar Inc. (CAT)
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Chevron Corporation (CVX)
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The Walt Disney Company (DIS)
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Freeport-McMoRan Inc. (FCX)
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GE Aerospace (GE)
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Goldman Sachs Group Inc. (The) (GS)
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LyondellBasell Industries NV Class A (Netherlands) (LYB)
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Williams Companies Inc. (The) (WMB)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
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Premium Brands Holdings Corporation (PBH)
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Acadian Timber Corp. (ADN)
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Apollo Global Management Inc. (APO)
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Nutrien Ltd. (NTR)
Q: Good Morning. I need to trim my holdings portfolio down to a more manageable number. My portfolio is pretty well balanced. From the list of NTR,PBH, DIS,RCI.B, ADN,GE, FCX,WMB,GS,CVX, CAT,LYB and APO how would you rank them with 1 being the best and 5 the least favoured. Please take as many credits as you need. Thanks Peter
Q: Hello Peter,
I am trying to decide to between Disney , Vertiv Holdings, and AOS smith.. I know they are in different industries, However, based on risk and reward which is a better stock.. Are you able to suggest a ranking based on value play versus growth.. Much appreciated.
I am trying to decide to between Disney , Vertiv Holdings, and AOS smith.. I know they are in different industries, However, based on risk and reward which is a better stock.. Are you able to suggest a ranking based on value play versus growth.. Much appreciated.
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NVIDIA Corporation (NVDA)
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The Walt Disney Company (DIS)
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ATS Corporation (ATS)
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Advanced Micro Devices Inc. (AMD)
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Cadence Design Systems Inc. (CDNS)
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Docebo Inc. (DCBO)
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Celsius Holdings Inc. (CELH)
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Nextracker Inc. (NXT)
Q: Good Day,
I redid my portfolio early this year based on much of your feedback. And of those picks, Every single one of them was up, most significantly so, at least once, since that time. Some have returned/fell below those buy levels.
1. DRX, HPS, LMN and VRT, seem to have consolidated up a healthy amount, do these appear to be new support levels from which they'll continue to grow? Still Aces in your books?
2. SMCI is furthest from this years high, what are the main barriers it would have to reaching that high again in the coming year? In your opinion is it likely to get there within 12-18months?
3. NXT, CELH, CDNS, DCBO, and ATS all went significantly up, and almost as precipitously down. They seem to languish. I doubled down (half to full) on CELH on the first big drop in April, which seemed worth it in May, but less so now. Do you have faith in these names still? Is their prospect for growth still the same as it was in February? Are there new names in this Growth profile (or what is was in February) that you are more confident in? With your suggestions here, please rank them with these names from highest to lowest prospects/confidence.
4. AMD. Is it worth holding the 2nd fiddle? Would it be better used in something in 1st in a different space? like AVGO or QCOM?
5. DIS. Been very up and down on this half position. Worth going to a full at this point, or would you want to see the ship righted a bit more before increasing? Would you sell a Disney holding?
AMZN, GOOG, NVDA, TVK, DRX, POWL, TCS and CROX all doing their thing for me :), suggestions other than these please.
Thanks for all you do! Please take however many credits you need.
I redid my portfolio early this year based on much of your feedback. And of those picks, Every single one of them was up, most significantly so, at least once, since that time. Some have returned/fell below those buy levels.
1. DRX, HPS, LMN and VRT, seem to have consolidated up a healthy amount, do these appear to be new support levels from which they'll continue to grow? Still Aces in your books?
2. SMCI is furthest from this years high, what are the main barriers it would have to reaching that high again in the coming year? In your opinion is it likely to get there within 12-18months?
3. NXT, CELH, CDNS, DCBO, and ATS all went significantly up, and almost as precipitously down. They seem to languish. I doubled down (half to full) on CELH on the first big drop in April, which seemed worth it in May, but less so now. Do you have faith in these names still? Is their prospect for growth still the same as it was in February? Are there new names in this Growth profile (or what is was in February) that you are more confident in? With your suggestions here, please rank them with these names from highest to lowest prospects/confidence.
4. AMD. Is it worth holding the 2nd fiddle? Would it be better used in something in 1st in a different space? like AVGO or QCOM?
5. DIS. Been very up and down on this half position. Worth going to a full at this point, or would you want to see the ship righted a bit more before increasing? Would you sell a Disney holding?
AMZN, GOOG, NVDA, TVK, DRX, POWL, TCS and CROX all doing their thing for me :), suggestions other than these please.
Thanks for all you do! Please take however many credits you need.
Q: My small holding of DISNEY is currently -40% under water. And I’ve been holding it for 3-4 years. What do you think of its prospects in the next 3 years. Would you consider sell it now?
Q: Is DIS a sell???....And would you buy NFLX as a replacement for DIS???.....Tom
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The Walt Disney Company (DIS)
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Alight Inc. Class A (ALIT)
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DraftKings Inc. (DKNG)
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Celsius Holdings Inc. (CELH)
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JFrog Ltd. (FROG)
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Affirm Holdings Inc. (AFRM)
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Coupang Inc. Class A (CPNG)
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SoFi Technologies Inc. (SOFI)
Q: pleade rank the following list of stocks to sell : SOFI, AFRM, DIS, FROG, CPNG, ALIT, CELH, DKNG. Thanks"
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Starbucks Corporation (SBUX)
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The Walt Disney Company (DIS)
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McDonald's Corporation (MCD)
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Nike Inc. (NKE)
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PepsiCo Inc. (PEP)
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lululemon athletica inc. (LULU)
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Align Technology Inc. (ALGN)
Q: There are some really beaten down stocks that have been known as "blue chip" investments over the years. Which of these stocks do you feel represent the best opportunity in order of priority buy.
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Amazon.com Inc. (AMZN)
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Netflix Inc. (NFLX)
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The Walt Disney Company (DIS)
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Sony Group Corporation American Depositary Shares (SONY)
Q: What are the prospects for SONY going forward, and are you still comfortable with a long term hold in DIS?
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOGL)
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Microsoft Corporation (MSFT)
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Netflix Inc. (NFLX)
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NVIDIA Corporation (NVDA)
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PayPal Holdings Inc. (PYPL)
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Walgreens Boots Alliance Inc. (WBA)
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Wynn Resorts Limited (WYNN)
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The Boeing Company (BA)
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Bank of America Corporation (BAC)
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BlackRock Inc. (BLK)
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Carnival Corporation (CCL)
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Salesforce Inc. (CRM)
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Delta Air Lines Inc. (DAL)
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The Walt Disney Company (DIS)
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Goldman Sachs Group Inc. (The) (GS)
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International Business Machines Corporation (IBM)
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JPMorgan Chase & Co. (JPM)
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Eli Lilly and Company (LLY)
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Mastercard Incorporated (MA)
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Morgan Stanley (MS)
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Pfizer Inc. (PFE)
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Royal Caribbean Cruises Ltd. (RCL)
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Visa Inc. (V)
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Wells Fargo & Company (WFC)
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Exxon Mobil Corporation (XOM)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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Tencent Holdings Ltd. ADR (TCEHY)
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Veeva Systems Inc. Class A (VEEV)
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The Trade Desk Inc. (TTD)
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JD.com Inc. (JD)
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Roku Inc. (ROKU)
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DocuSign Inc. (DOCU)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Healthpeak Properties (DOC)
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National Health Investors Inc. (NHI)
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Zoom Communications Inc. (ZM)
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CrowdStrike Holdings Inc. (CRWD)
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Unity Software Inc. (U)
Q: Hi 5i Team,
I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
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Amazon.com Inc. (AMZN)
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Comcast Corporation Class A Common Stock (CMCSA)
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Alphabet Inc. (GOOG)
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Netflix Inc. (NFLX)
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The Walt Disney Company (DIS)
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Charter Communications Inc. (CHTR)
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Paramount Global (PARA)
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Warner Bros. Discovery Inc. (WBD)
Q: While Disney is a great company is it a great stock? I am down considerably on the stock as video streaming... have not met my expectations. Do you have any alternatives in this sector that would upgrade my portfolio or would you stay with Disney?
With appreciation,
Ed
With appreciation,
Ed
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Booking Holdings Inc. (BKNG)
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The Walt Disney Company (DIS)
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Ulta Beauty Inc. (ULTA)
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Innovative Industrial Properties Inc. (IIPR)
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Crocs Inc. (CROX)
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Paramount Global (PARA)
Q: Hi -
It's usually enough to read the answers to other questions, but thought I would finally ask one. I am down on the three companies above. I am relatively new to investing and started in 2021 at all time highs. Being new to the stock market, it was interesting to watch some of my shares go down but for most part I am confident they are good long term and it is much more fun watching them go back up! I'm about 10 years away from retirement and for the most part plan to hold long term. Would you consider any of these a sell (PARA?), and add any of the following today...AVGO, HD, SBUX, AAPL. What would a few of your highest conviction US companies (any sector) be if not adding to those mentioned (already own MSFT, GOOGL,V). If considered a hold, I do have some cash to add or start a new position. I've been watching CROX, but just not purchased yet.
Thank you! Always enjoy reading the questions and monthly report updates.
It's usually enough to read the answers to other questions, but thought I would finally ask one. I am down on the three companies above. I am relatively new to investing and started in 2021 at all time highs. Being new to the stock market, it was interesting to watch some of my shares go down but for most part I am confident they are good long term and it is much more fun watching them go back up! I'm about 10 years away from retirement and for the most part plan to hold long term. Would you consider any of these a sell (PARA?), and add any of the following today...AVGO, HD, SBUX, AAPL. What would a few of your highest conviction US companies (any sector) be if not adding to those mentioned (already own MSFT, GOOGL,V). If considered a hold, I do have some cash to add or start a new position. I've been watching CROX, but just not purchased yet.
Thank you! Always enjoy reading the questions and monthly report updates.
Q: Does the present proxy fight at Disney pose any risk to the valuation of the company? How do you see it playing out at the AGM?
Q: Could you please tell me if I am interpreting this correctly. Disney said it expects Disney+ net adds of between 5.5 million and 6 million in Q2. But per their earnings call, “domestic net adds are expected to be in the 7.5 million range, driven by charter entitlements, net of cannibalization”. Does that mean they are gaining 7.5 million charter subs but losing 1.5 million paying subs to hit the 6 million? From what I understand the charter subs are getting Disney+ for free, and Disney is getting free advertising in exchange. So ARPU might go up due to price increases, but won’t overall revenue go down as fewer paying subs? Or do you think Disney will estimate the benefit of the free advertising, and then charge that amount to advertising and give the credit to Disney+ revenue? Thanks for you help.
Q: Thoughts about the earning release? Also, can you provide the % of short positions there are? I recall a lot of discussion in various investing forums about the demise of the mouse over the past 6 months, but things seem to be turning around. Do you think this is just a bounce or is this a good long term investment?
Q: I am down significantly on these 3 stocks (Pfe-25%,Dis-35%,JD-65%)
Are they worth holding or should I take the loss and move on to something else?
Are they worth holding or should I take the loss and move on to something else?