Investment Q&A

Q: In response to a recent question, you had suggested an appropriate portfolio weighting for the tech sector would be 20-30%. Strictly speaking, I hold about 19% tech ( LMN 4.5%, MSFT 5.55%, NVDA 6.5% and UBER 2%). That said, I also hold an additional 17.6% of what I would consider 'tech-like' stocks: GOOG 5%, AMZN 6.75%, and VRT 5.85%. Would you suggest I am overweight, underweight or nicely balanced in terms of my tech holdings? By way of context, I would describe my investment style as risk-managed growth. Thank you.

Q: For a growth investor with a 20+ year time frame, please rank these as potential buys at today’s prices. Thank you.

Q: Hi 5i,

I am looking for growth. If I can only have one which do you believe has the most potential? NVO for its incredible weight loss drugs or Uber now that it has dominated the car-hailing business.

Thanks
David

Q: The deal with Waymo seems like a slam dunk. This could lead to a full collaboration as robots proliferate. Thoughts?

Q: In May 2024 you answered a question rewarding building a portfolio of US stock: Q: Suppose our extraterrestrial friend, Blaarg, seeks to diversify their portfolio by investing in the U.S. market. Which 12-15 top U.S. stocks would you recommend for them over the next decade? Thanks
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Asked by Esther on May 27, 2024
5i Research Answer:
Here are some of the high-quality US names with moderate risks and reasonable valuations that we think investors could do well by owning a basket of these names over the long term. Although these may not the the best winners, we think these could be considered as compounders such as BKNG, ULTA, AXON, ABNB, UBER, ADBE, FI, ODFL, HEI, AZO, ORLY, ARES.

Would your answer be the same today. If not, what would be your list today? Thanks

Q: Just bought UBER and down 5% after my first week. Not an auspicious start! Can you please provide estimates for growth over the next 12, 18 and 24 months? Also list some of the key drivers that will either propel or hinder UBER's growth during this time and indicate the likelihood of each. Thank you.

Q: Contemplating buying into VRT or Uber for a three to five year hold. Which would you suggest and why?

Q: Has UBER run it's course for now or is there still a lot of room for growth?

Q: What are your top three non-tech CDR picks?

Q: Hello; I would love your thoughts on Serve Robitics……thx.

Q: I like the Outlook for Uber but Robotaxis may take the wind out of UBER. Your thoughts please,

Will Tesla own the Robotaxis . What a guy Elon is Stay with him When will Elon made an announcement on Robotaxis ? RAK

Q: Looking to strictly optimize growth over next 3-5 years. Please rank potential of these favourites from current valuations: TIH, URI, ULTA, BKNG, UBER, ESTC, ASPN, FLUT, CROX, TRI, TFII

Q: I have held EA for almost five years, and it has only gone up 8% in all that time. My son is a gamer and said that other than F1, all the games he plays are made by other video game makers. So, I am thinking of selling and either adding to my IRJ (small caps) position or starting a new position in IJH (mid caps). Do you see much potential in EA? Am I too late to buy IJH? My other thought was maybe Uber? Everyone seems to use Uber these days. Thank you.

Q: What do you think of airbnb and uber? i use both companies a lot and like them.

Can you give me your thoughts on each in terms of: valuation, growth prospects, how they stack up to peers, and how good the ROE is?

Would you say one is better than the other? I assume they are both pretty GDP sensitive w/how much travel and leisure spending impacts them

Q: Suppose our extraterrestrial friend, Blaarg, seeks to diversify their portfolio by investing in the U.S. market. Which 12-15 top U.S. stocks would you recommend for them over the next decade? Thanks

Q: What 5-10 core stocks would you buy today in a new portfolio, in both CAD and USD.

Q: What are your favored US Large Caps with some growth, medium risk.? Dividend yield is not important. Thanks

Q: In regards to some of the companies that have gotten whacked after releasing their numbers (like Uber, Shopify, Hammand ect), what are a couple names that you think look the most likely to dust themselves off and move higher from here? Thanks

Q: UBER Can I have your analysis on the report. Buying opportunity or hold ?

Q: Your opinion please on Uber as a buy for 3-5 year hold interested in growth moderate risk ok
Thank you
Peter