Q: from a long term perspective how does engh and csu an look today?How does the value look with regards to forward PE and other metrics 5i would look at? 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: TRUL ... with recent activities and target stock prices from many brokerages between $96 to $85 ... is this undervalued and is this a good buy at this price
Q: Your comments on the second quarter performance please. Thanks
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Atlassian Corporation (TEAM)
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The Trade Desk Inc. (TTD)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Unity Software Inc. (U)
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Mitek Systems Inc. (MITK)
Q: Could you list in order your thoughts for high growth and long term hold, high risk tolerance.
thanks Dave
thanks Dave
Q: What is causing the sell off of Mastercard lately?
What is your outlook on the stock and what would be your entry point ?
Can I also get your view on visa too.
Thank you
What is your outlook on the stock and what would be your entry point ?
Can I also get your view on visa too.
Thank you
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Veeva Systems Inc. Class A (VEEV)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Affirm Holdings Inc. (AFRM)
Q: VEEV has taken a big tumble. I can find this " VEEV slips as burgeoning industry headwinds offset strong Q2", plus several analysts who have raised their target, anywhere from $295 - $340. VEEV is part of my growth portfolio, I'm still up 25%. I have most of the growth stocks talked about regularly, except AFRM and NVEI. Looking at momentum/growth rather than sector, would you warrant a switch from VEEV to one of the others, and if so, which one, considering there would be a currency swap involved in NVEI. Thanks!
Q: With the drop in the price of Chewy today would it be considered a buy in your opinion?
Q: Do you know what the average portfolio turnover rate is for retail investors and how that compares to actively managed funds? My sense is that lots of individuals feel that they are long term investors but that in reality there is much more "swapping" and trading within individual accounts than would be expected.
Thanks
Marc
Thanks
Marc
Q: I don't see anything posted on last night's results so I will ask for your comments on the quarter
Q: Gentlemen
The stock is having a huge day, is there any news out that can explain the price action?
The stock is having a huge day, is there any news out that can explain the price action?
Q: Hello kind sirs/shers:
On a August 31 answer you listed BRP as "Consumer Defensive". I think it may have just been put in the wrong category, but could you confirm? In all my looking I don't see anything other than recreation related products.
On a August 31 answer you listed BRP as "Consumer Defensive". I think it may have just been put in the wrong category, but could you confirm? In all my looking I don't see anything other than recreation related products.
Q: I know you like AEM a lot.What are your predictions on it?you think its buy able right now.
Or do you see a better entry point?
The dividend is over 2%,so could you use it as an income stock as well?
If its bought on the NYSE ,there would not be any with holding tax on the dividend..correct?
Or do you see a better entry point?
The dividend is over 2%,so could you use it as an income stock as well?
If its bought on the NYSE ,there would not be any with holding tax on the dividend..correct?
Q: Hi 5i team,
Which one would you recommended at current price? Can you please also share your view on sector level?
Thanks,
Which one would you recommended at current price? Can you please also share your view on sector level?
Thanks,
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Broadcom Inc. (AVGO)
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Micron Technology Inc. (MU)
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NVIDIA Corporation (NVDA)
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MKS Inc. Com (MKSI)
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ASML Holding N.V. (ASML)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: I own Broadcom and was wondering what tech/semi stocks you would recommend to compliment the name? Thanks!
Q: What do you think about this for long term hold high risk tolerance?
Q: I’ve been holding this for about a year. Share price has recently returned to my cost. Would you keep holding or move on to more exciting opportunities?
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Illumina Inc. (ILMN)
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NVIDIA Corporation (NVDA)
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iShares Russell 2000 Growth ETF (IWO)
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Roku Inc. (ROKU)
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Vanguard Growth ETF (VUG)
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DexCom Inc. (DXCM)
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CrowdStrike Holdings Inc. (CRWD)
Q: We have a small amount of investable dollars available that was gifted to us when our two children were born. They both already have RESPs and those are maxed out. Our own TFSAs are maxed out, and the RRSPs are nearly as well - but this is intended to be for them when they get older, not us. Any advice you can give other than model something after the growth portfolio and wait? Time is on our side. 10+ year outlook before we might try and access it.
Q: How does criteria to be added to the TSX composite and additions/removals to the index work? I have a hand full of stocks I would've guessed would be on it but aren't (SIS, TIXT, CTS, WELL, DRM, PLC). Then, I noticed REAL is on it - would it be up for possible removal due to its decline and smaller market cap? Thanks for sharing.
Besides the above I mentioned, what other stocks might be added to the index over the next few years that you would recommend? GDI stands out as one I would guess? Any others?
Besides the above I mentioned, what other stocks might be added to the index over the next few years that you would recommend? GDI stands out as one I would guess? Any others?
Q: Sometimes when I place an order with TD webbroker they say the order is under review. For example, I placed an order for Bombardier today. ( I know you guys are not recommending the stock). Any reason for the review? It holds up the purchase.
Q: hello 5i:
We've held GUD since 2014; one of the very few losers in a mostly, 5i recommended and diverse portfolio. Its shrunk to a less than 1% holding. Would you now be fine letting this go to add to a 1.5% position in WELL, realizing there may be a valuation difference? Thanks for your good work over the years. hello 5I:
just asked this question and should have included other health care holdings so you could assess properly. MRK, ABBV and VEEV in equal amounts. WELL at a smaller position. Please include this info with my previous question when answering.
thanks
Paul L
Paul L
We've held GUD since 2014; one of the very few losers in a mostly, 5i recommended and diverse portfolio. Its shrunk to a less than 1% holding. Would you now be fine letting this go to add to a 1.5% position in WELL, realizing there may be a valuation difference? Thanks for your good work over the years. hello 5I:
just asked this question and should have included other health care holdings so you could assess properly. MRK, ABBV and VEEV in equal amounts. WELL at a smaller position. Please include this info with my previous question when answering.
thanks
Paul L
Paul L