Q: Does it not make sense that V and MA would benefit from stablecoin as it may be intergrated into the existing payment infrastructure and not seen as competition?
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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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PayPal Holdings Inc. (PYPL)
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JPMorgan Chase & Co. (JPM)
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Mastercard Incorporated (MA)
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Visa Inc. (V)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Galaxy Digital Inc. Class A common stock (GLXY)
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Coinbase Global Inc (COIN)
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Robinhood Markets Inc. (HOOD)
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ISHARES ETHEREUM T (ETHA)
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3iQ Solana Staking ETF (SOLQ.U)
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3iQ Solana Staking ETF (SOLQ)
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Circle Internet Group Inc. Class A (CRCL)
Q: Genius act being passed in the USA for stablecoins. Will this effect other, Crypto etc
Does 5I have any suggestion for stocks or wait & see. will it also effect payment type stocks. Tks 5i
Does 5I have any suggestion for stocks or wait & see. will it also effect payment type stocks. Tks 5i
Q: Why do you feel that AXP has fallin more off it highs than the V and MA, which one is the buy today?
Thanks Again
Thanks Again
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Abbott Laboratories (ABT)
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Mastercard Incorporated (MA)
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NextEra Energy Inc. (NEE)
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UnitedHealth Group Incorporated (DE) (UNH)
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Visa Inc. (V)
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Walmart Inc. (WMT)
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Loblaw Companies Limited (L)
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Constellation Software Inc. (CSU)
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Intact Financial Corporation (IFC)
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Fortis Inc. (FTS)
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WSP Global Inc. (WSP)
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Alimentation Couche-Tard Inc. (ATD)
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Copart Inc. (CPRT)
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MSCI Inc. (MSCI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi bad day to be sure I see you suggest buying into some stocks but slowly.
What are the best sectors to buy first now that this black swan event is in play. Please give me you top 4 sectors in order of preference. Also you top 2 picks in each of the 4 also in order of preference as well please
What do you think is the worse case scenario as far as market drop % wise I release its just a guess but you guess is almost certainly better than mine at this point
What are the best sectors to buy first now that this black swan event is in play. Please give me you top 4 sectors in order of preference. Also you top 2 picks in each of the 4 also in order of preference as well please
What do you think is the worse case scenario as far as market drop % wise I release its just a guess but you guess is almost certainly better than mine at this point
Q: Hello, how do you feel about taking a position in both these stocks for safer compounding places to hide in these volatile markets ? If so, would these prices be fair or would waiting for a larger pullback make more sense ? Thanks.
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PayPal Holdings Inc. (PYPL)
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Mastercard Incorporated (MA)
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Visa Inc. (V)
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goeasy Ltd. (GSY)
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Propel Holdings Inc. (PRL)
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Fiserv Inc. (FI)
Q: Hello,
Can you please give me your input on Paypall earnings. Is it a sell ?
Thanks !
Can you please give me your input on Paypall earnings. Is it a sell ?
Thanks !
Q: FOUR has bounced back. I sold it when Trump tapped Isaacman as head of NASA because of uncertainty. Is there more certainty that the stock can survive his exit intact, or is it rising on speculation of selling the co?
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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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Mastercard Incorporated (MA)
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NextEra Energy Inc. (NEE)
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Visa Inc. (V)
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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Intact Financial Corporation (IFC)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Your parents give you $100k CAD and $100k USD to invest on behalf of your family for the next 5 years. They instruct you to invest $20k in five Cdn stocks and $20k in five U.S. stocks to hold over the duration. Considering current valuations, the fact this is your family's money, and the objective of maximizing total return over the period, what are your 10 picks?
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Mastercard Incorporated (MA)
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Moody's Corporation (MCO)
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United Rentals Inc. (URI)
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Visa Inc. (V)
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WSP Global Inc. (WSP)
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S&P Global Inc. (SPGI)
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MSCI Inc. (MSCI)
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Thomson Reuters Corp (TRI)
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Ferrari N.V. (RACE)
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Heico Corporation (HEI)
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RTX Corporation (RTX)
Q: Looking at these long term compounders in various sectors. Based on current valuation and future growth, how would you rank these and which ones would you buy now or DCA into over time?
I'm already holding full positions in BKNG, BN, CSU, LMN, half positions in V,MA,WSP, and smaller position in TRI. I would either add to my smaller positions or add new positions in the others.
Are there any other 2-3 long term compounders that you would consider good buys currently?
Thank you!
I'm already holding full positions in BKNG, BN, CSU, LMN, half positions in V,MA,WSP, and smaller position in TRI. I would either add to my smaller positions or add new positions in the others.
Are there any other 2-3 long term compounders that you would consider good buys currently?
Thank you!
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Broadcom Inc. (AVGO)
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Expedia Group Inc. (EXPE)
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American Express Company (AXP)
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Cummins Inc. (CMI)
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D.R. Horton Inc. (DHI)
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Mastercard Incorporated (MA)
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Constellation Software Inc. (CSU)
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Tapestry Inc. (TPR)
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Hubbell Inc (HUBB)
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Jacobs Solutions Inc. (J)
Q: With new funds, looking to allocate for growth - but bearing in mind risk.
Which ones would you focus on [what's their "add"], with your expectations over 3+ years, and entry prices.
Thanks
Which ones would you focus on [what's their "add"], with your expectations over 3+ years, and entry prices.
Thanks
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Mastercard Incorporated (MA)
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Visa Inc. (V)
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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National Bank of Canada (NA)
Q: Hello, I am looking to buy one of these stocks for a 5+ year term. Which order would you buy (most conviction to least) and at what entry point ?
I have funds in both US and CA TFSA accounts, so, it is not a big consideration.
I have funds in both US and CA TFSA accounts, so, it is not a big consideration.
Q: What would be a fair entry point for these two stocks ?
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Costco Wholesale Corporation (COST)
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O'Reilly Automotive Inc. (ORLY)
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AutoZone Inc. (AZO)
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Mastercard Incorporated (MA)
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NextEra Energy Inc. (NEE)
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UnitedHealth Group Incorporated (DE) (UNH)
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Visa Inc. (V)
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Walmart Inc. (WMT)
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Canadian National Railway Company (CNR)
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Canadian Pacific Kansas City Limited (CP)
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Dollarama Inc. (DOL)
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Intact Financial Corporation (IFC)
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Hydro One Limited (H)
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EQB Inc. (EQB)
Q: In your answer to Shirley on Nov. 22 you wrote, "We think investors can position a portfolio more conservatively by raising the allocation to defensive names that emphasize downside protection with good upside potential." Can you give a list of 5 CAD and 5 US stocks that you think would fall under that statement?
Thank you
Thank you
Q: Is this one AXP a better buy over Visa and MA, right now?
Thanks Again
Thanks Again
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Costco Wholesale Corporation (COST)
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Microsoft Corporation (MSFT)
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The Hershey Company (HSY)
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Mastercard Incorporated (MA)
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Altria Group Inc. (MO)
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Prudential Financial Inc. (PRU)
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Williams Companies Inc. (The) (WMB)
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Vanguard S&P 500 ETF (VOO)
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Williams-Sonoma Inc. (DE) (WSM)
Q: I bought Hershey in my RRSP in mid-2024. While mostly known for chocolate, the company has been diversifying into non-chocolatey snacks. However, the stock price remains down due to high cocoa prices. Would you be content to hold Hershey and collect the dividend until cocoa prices drop? Would you have some other suggestions? I tend to go for boring US dividend payers that also have some growth potential in my RRSP. My top holdings right now are MSFT, COST, MA, BIP.UN, ENB, and O. I also hold VOO as an underlying holding. Thank you.
Q: How were the recent earnings? Do you see these 2 becoming trillion dollar market caps over the next 8-10 years? No matter the time period you look at 1 month, 1 year, 5 year or longer its always up and to the right.
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Alphabet Inc. (GOOG)
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Mastercard Incorporated (MA)
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Visa Inc. (V)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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iShares S&P/TSX 60 Index ETF (XIU)
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Vanguard S&P 500 Index ETF (VFV)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hello 5i team, I am a young professional early in my career. I am looking for your top 5 stocks for 20+ year hold. No preference on risk or industry.
thank you
thank you
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Eli Lilly and Company (LLY)
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Mastercard Incorporated (MA)
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Visa Inc. (V)
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Berkshire Hathaway Inc. (BRK.A)
Q: What are your top three non-tech CDR Stocks to invest for the long-term?
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Alphabet Inc. (GOOG)
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Alphabet Inc. (GOOGL)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Mastercard Incorporated (MA)
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MercadoLibre Inc. (MELI)
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Berkshire Hathaway Inc. (BRK.B)
Q: Same question with some US names:
If YOU were a growth-focused investor building your portfolio, what would be the MAX weight (%) YOU would give to the following US names without losing sleep at night? As always, the portfolio is for long term buy and hold with a 5-10 year time frame.
MA
NVDA
GOOGLE
Microsoft
Mercardolibre
BRK.B
Thank you very much for your service. I have done well using your advice.
If YOU were a growth-focused investor building your portfolio, what would be the MAX weight (%) YOU would give to the following US names without losing sleep at night? As always, the portfolio is for long term buy and hold with a 5-10 year time frame.
MA
NVDA
Microsoft
Mercardolibre
BRK.B
Thank you very much for your service. I have done well using your advice.
Q: My holding of Paypal is at about -40%. I’ve had it since 2020. At this point, would you recommend disposing it and add to other Fintech names ex: Google, MA, Meli?
Looking at the charts of PayPal vs MA vs Google vs Meli, I cannot help but regretting buying into PayPal. And it looks like PayPal is currently having nothing going for it.
Looking at the charts of PayPal vs MA vs Google vs Meli, I cannot help but regretting buying into PayPal. And it looks like PayPal is currently having nothing going for it.