Q: Long term hold or peaked?
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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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F5 Inc. (FFIV)
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NVIDIA Corporation (NVDA)
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PayPal Holdings Inc. (PYPL)
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Bristol-Myers Squibb Company (BMY)
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Eli Lilly and Company (LLY)
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Oracle Corporation (ORCL)
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Walmart Inc. (WMT)
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Fortinet Inc. (FTNT)
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EVINE Live Inc. (EVLV)
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Datadog Inc. (DDOG)
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Vertiv Holdings LLC Class A (VRT)
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Sprout Social Inc (SPT)
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monday.com Ltd. (MNDY)
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Uranium Energy Corp. (UEC)
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Symbotic Inc. (SYM)
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Arm Holdings plc (ARM)
Q: Hello 5i,
We are in sync with the theory that hardware stocks will slow down and software will be the next phase. Which stocks from this group would you purchase today if not owned. We will assume that those not mentioned may be purchased on a pull-back. Of the list, are there any stocks that you would swap out for another stock?
WMT, NVDA, VRT, FTNT, GDDY, EVLV, SPT, UEC, FFIV, PYPL, SYM, BMY, LLY, APPF, ARM, MNDY, ORCL
Thank you for your help.
D&J
We are in sync with the theory that hardware stocks will slow down and software will be the next phase. Which stocks from this group would you purchase today if not owned. We will assume that those not mentioned may be purchased on a pull-back. Of the list, are there any stocks that you would swap out for another stock?
WMT, NVDA, VRT, FTNT, GDDY, EVLV, SPT, UEC, FFIV, PYPL, SYM, BMY, LLY, APPF, ARM, MNDY, ORCL
Thank you for your help.
D&J
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Stryker Corporation (SYK)
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Visa Inc. (V)
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Walmart Inc. (WMT)
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Veeva Systems Inc. Class A (VEEV)
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Vertiv Holdings LLC Class A (VRT)
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Trane Technologies plc (TT)
Q: Good Morning
We own the above US stocks and would like to add one more
Looking at adding either wallmart or celistica
Which would you choose of these two?
What other US stock or stocks do you find interesting for 2025?
Thks
Marcel
We own the above US stocks and would like to add one more
Looking at adding either wallmart or celistica
Which would you choose of these two?
What other US stock or stocks do you find interesting for 2025?
Thks
Marcel
Q: These are running higher finally. Any comments on why they are moving upwards so fast? closing a valuation gap or just its time for small caps to shine?
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Costco Wholesale Corporation (COST)
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O'Reilly Automotive Inc. (ORLY)
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Booking Holdings Inc. (BKNG)
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AutoZone Inc. (AZO)
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TJX Companies Inc. (The) (TJX)
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Walmart Inc. (WMT)
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Caseys General Stores Inc. (CASY)
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Pool Corporation (POOL)
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Revolve Group Inc. Class A (RVLV)
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Mama's Creations Inc. (MAMA)
Q: I am beginning to transition my portfolio from a growth portfolio to a more defensive posture. My portfolio analysis indicates I am approximately 6% underweight in both Consumer Defensives and Consumer Cyclicals. I have some U.S, cash to deploy, what would be your top recommendations for these two areas? Thank you in advance!
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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: I've been treading water on ULTA and am concerned after the Buffet exit. Do you see other names as more attractive at this juncture?
Q: For a buy today, how would you rate them?
Thanks Again
Thanks Again
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Walmart Inc. (WMT)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
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Vanguard FTSE Canada All Cap Index ETF (VCN)
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Vanguard All-Equity ETF Portfolio (VEQT)
Q: These are on my watchlist. Do you see any problems with these?
Q: I am planning on buying the Canadian Depository Receipt of Walmart. Do you think it is too overvalued right now to start a position?
It has had a nice run recently.
It has had a nice run recently.
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Costco Wholesale Corporation (COST)
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Dollar Tree Inc. (DLTR)
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Dollar General Corporation (DG)
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Walmart Inc. (WMT)
Q: I have held WMT for about 9 years and it has been a good performer (17.6% annual return) during this time. This year its stock price is up 55% despite its earnings growing at around 4%. I note that its current PE is very high relative to its 5-yr PE. Obviously, I like WMT but I am concerned that it is overpriced relative to its past metrics and, possibly, other stocks in this sector. If you were faced with this issue in your portfolio what would you do and why (I am particularly interested in the 'why'). Thanks in advance for your opinions; I find selling a stock difficult particularly when it has been a long-term winner and I trying to develop a better framework for handling these types of situations.
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Home Depot Inc. (The) (HD)
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Loews Corporation (L)
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Walmart Inc. (WMT)
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Weyerhaeuser Company (WY)
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Generac Holdlings Inc. (GNRC)
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Eagle Materials Inc (EXP)
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Jacobs Solutions Inc. (J)
Q: With the repatative hurricanes in USA and the flooding and devastation occuring, there will have to be a large rebuilding of homes and businesses, Which Sectors will benefit from this? Which Canadian and US companies will benefit? Does the lumber duties have an effect on the Canadian lumber industries response?
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Costco Wholesale Corporation (COST)
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Walmart Inc. (WMT)
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Metro Inc. (MRU)
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North West Company Inc. (The) (NWC)
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Alimentation Couche-Tard Inc. (ATD)
Q: Which do you prefer for a long term hold? Which currently has a cheaper valuation?
Costco or Walmart ? Thank you
Costco or Walmart ? Thank you
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Costco Wholesale Corporation (COST)
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Walmart Inc. (WMT)
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Loblaw Companies Limited (L)
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George Weston Limited (WN)
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Metro Inc. (MRU)
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Alimentation Couche-Tard Inc. (ATD)
Q: Hi I asked this question last week and think it may have slipped through.
I am down 6% on ATD. I am thinking of selling to claim the capital loss but concerned of it popping back up in the short term. Where do you see it going from here? Would you sell and buy back after 30 days or move to something else? What other top 5 CDN or US stock would you consider to replace it in the same sector for a 5 year hold period. Thanks
I am down 6% on ATD. I am thinking of selling to claim the capital loss but concerned of it popping back up in the short term. Where do you see it going from here? Would you sell and buy back after 30 days or move to something else? What other top 5 CDN or US stock would you consider to replace it in the same sector for a 5 year hold period. Thanks
Q: potential what do you like?
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Coca-Cola Company (The) (KO)
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Procter & Gamble Company (The) (PG)
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Walmart Inc. (WMT)
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Constellation Software Inc. (CSU)
Q: This question is about small TFSA with 98% Canadian equities with 32.06% total weight in the technical sector. Weight for LMN, SHOP and DSG are close to 5i Bal portfolio but CSU is at 14.8% (Thank you). All these names are at profit.
Question 1 -I am contemplating selling CSU to reduce Canadian exposure and buying MSFT or NVDA What is your opinion of such a move? Any other suggestions in technical space?
Question 2 - This TFSA has no exposure in Consumer Staples. Would you suggest buying COST instead of US technical name? Any other suggestions and entry price?
Much Thanks for your very valuable comments.
Question 1 -I am contemplating selling CSU to reduce Canadian exposure and buying MSFT or NVDA What is your opinion of such a move? Any other suggestions in technical space?
Question 2 - This TFSA has no exposure in Consumer Staples. Would you suggest buying COST instead of US technical name? Any other suggestions and entry price?
Much Thanks for your very valuable comments.
Q: Good Morning
I can afford to buy only stock between dollarama and walmart
Can you give me the pros and cons of each so i may choose which one it will be going into my riff
Thks
Marcel
I can afford to buy only stock between dollarama and walmart
Can you give me the pros and cons of each so i may choose which one it will be going into my riff
Thks
Marcel
Q: So all 3 have returned about the same on investment in 24. If you were to invest $20,000 today, and bought all 3, how would you alot the dollars.
Thanks again
Thanks again
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Apple Inc. (AAPL)
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Costco Wholesale Corporation (COST)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Eli Lilly and Company (LLY)
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Walmart Inc. (WMT)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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Constellation Software Inc. (CSU)
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ARC Resources Ltd. (ARX)
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Tourmaline Oil Corp. (TOU)
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goeasy Ltd. (GSY)
Q: Hi Group i am treating the above stocks as core positions. I am concerned that some of the list are taking big hits so should i take profits while there is still some $ left in the black . FFH is an example where my profits was 40% now less than 10% ? (this is my worst performer so please answer specifically what you suggest buy, sell or hold). . Please advise if I should take some profits or just ride it out. List in order of preference...Buy sell ,or hold Thanks for your thoughts on this dilemma
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Energulf Resources (ENG)
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Apple Inc. (AAPL)
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Costco Wholesale Corporation (COST)
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Meta Platforms Inc. (META)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Eli Lilly and Company (LLY)
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Walmart Inc. (WMT)
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Zoetis Inc. Class A (ZTS)
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Loblaw Companies Limited (L)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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Constellation Software Inc. (CSU)
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Tourmaline Oil Corp. (TOU)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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iShares Russell 2000 Growth ETF (IWO)
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BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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INVESCO QQQ Trust (QQQ)
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Topicus.com Inc. (TOI)
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ARCpoint Inc. (ARC)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Lumine Group Inc. (LMN)
Q: Hi group in what order would you add Regardless of sector to the above stocks that i presently own + would you wait after the big drop in the markets today or slowly average in
also what your general thoughts (short comment will suffice) on the markets going fwd
also what your general thoughts (short comment will suffice) on the markets going fwd