Q: Would appreciate your view of their earnings.
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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: What are your thoughts on IBKR as it's stock price seems to be breaking out and over 1/2 its business is retail investors.
Hood has done "tremendous" as of late, do you think IBKR could be next to outperform?
thnx
Dave
Hood has done "tremendous" as of late, do you think IBKR could be next to outperform?
thnx
Dave
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Charles Schwab Corporation (The) (SCHW $97.06)
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Interactive Brokers Group Inc. (IBKR $65.50)
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Robinhood Markets Inc. (HOOD $104.85)
Q: May I have your take on Webull please? (BULL:US)
Thank you.
Thank you.
Q: Im down 35%. Should I hold on and wait for a recovery or are there better options out there?
Thinking 1-2 yr hold?
Thanks as always
Thinking 1-2 yr hold?
Thanks as always
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Amphenol Corporation (APH $105.02)
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ResMed Inc. (RMD $275.16)
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Interactive Brokers Group Inc. (IBKR $65.50)
Q: The portfolio manager of the Mawer Investment Management fund, Jeff Mo, recommends these 3 stocks to withstand the trade war: IBKR, RMD and APH.
In the present context, what are your views on these stocks, would you buy them now and what would be your entry prices ?
Alternatively, which would be your preferred stocks for a trade war ?
Gratefully,
Jacques IDS
In the present context, what are your views on these stocks, would you buy them now and what would be your entry prices ?
Alternatively, which would be your preferred stocks for a trade war ?
Gratefully,
Jacques IDS
Q: In a recent response to another member you mentioned "IBKR is almost twice the size of HOOD ($99B vs. $56B market cap, respectively)".
I ended up looking into IBKR and HOOD a bit more and discovered this about IBKR:
Depending on the data platform, some list the IBKR market cap as ~$25B and others list it as ~$99B. This has to do with whether you consider both public and private shareholders counts when calculating market cap.
I learned that GAAP handles this where the non controlling interests are removed from the income statement ("less net income attributable to non-controlling interests" which was $2.652B for 2024 leaving $765B Net Income) to leave only the net income attributable to IBKR public share holders. The bigger chunk goes to IBG Holdings controlled solely by Thomas Peterffy.
Based on this I believe IBKR is half the size of HOOD, at least the portion that common shareholders attribute earnings too.
How do you think about companies structured like this?
I ended up looking into IBKR and HOOD a bit more and discovered this about IBKR:
Depending on the data platform, some list the IBKR market cap as ~$25B and others list it as ~$99B. This has to do with whether you consider both public and private shareholders counts when calculating market cap.
I learned that GAAP handles this where the non controlling interests are removed from the income statement ("less net income attributable to non-controlling interests" which was $2.652B for 2024 leaving $765B Net Income) to leave only the net income attributable to IBKR public share holders. The bigger chunk goes to IBG Holdings controlled solely by Thomas Peterffy.
Based on this I believe IBKR is half the size of HOOD, at least the portion that common shareholders attribute earnings too.
How do you think about companies structured like this?
Q: For a buy today, which one, or both and why?
Thanks Again
Thanks Again
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LPL Financial Holdings Inc. (LPLA $380.04)
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Interactive Brokers Group Inc. (IBKR $65.50)
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Robinhood Markets Inc. (HOOD $104.85)
Q: Hi !
Graceful if you would provide your views on IBKR now.
Its price has now doubled in less than a year and it seems to have positive momentum.
Would you let that particular winner run or add to it or reduce ?
Which are, in order, your favorites for growth in that sector ? And, what about an etf ?
Gratefully,
Jacques IDS
Graceful if you would provide your views on IBKR now.
Its price has now doubled in less than a year and it seems to have positive momentum.
Would you let that particular winner run or add to it or reduce ?
Which are, in order, your favorites for growth in that sector ? And, what about an etf ?
Gratefully,
Jacques IDS
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Moody's Corporation (MCO $512.95)
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KKR & Co. Inc. (KKR $152.16)
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S&P Global Inc. (SPGI $534.95)
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Cboe Global Markets Inc. (CBOE $246.51)
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MSCI Inc. (MSCI $546.29)
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Interactive Brokers Group Inc. (IBKR $65.50)
Q: My focus is on financial alternative investments. We have positions in BN KKR IBKR [thanks], and are considering adding stocks from indexes/ratings [MSCI/SPGI], other exchanges, asset managers. Please list and rank your highest conviction names. What percentages would you allocate to each [including BN IBKR and KKR]. And, lastly, which ones would you advise, if any, for a full position now.
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Intuitive Surgical Inc. (ISRG $495.86)
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Booking Holdings Inc. (BKNG $5,632.27)
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AeroVironment Inc. (AVAV $272.88)
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Crocs Inc. (CROX $106.75)
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AAON Inc. (AAON $83.37)
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CECO Environmental Corp. (CECO $34.63)
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Eagle Materials Inc (EXP $226.23)
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Aspen Aerogels Inc. (ASPN $7.77)
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Comfort Systems USA Inc. (FIX $688.74)
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SPS Commerce Inc. (SPSC $136.49)
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Tetra Tech Inc. (TTEK $38.30)
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Interactive Brokers Group Inc. (IBKR $65.50)
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Cellebrite DI Ltd. (CLBT $14.32)
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TransMedics Group Inc. (TMDX $108.12)
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AppFolio Inc. (APPF $264.54)
Q: Q: Hi 5i team,
What would be your current 5 best (highest conviction) US buys “in order” in each of the following categories please.
1. small cap
2. mid cap
3. Large cap
Hold target is 5- 10 years.
Thank you
What would be your current 5 best (highest conviction) US buys “in order” in each of the following categories please.
1. small cap
2. mid cap
3. Large cap
Hold target is 5- 10 years.
Thank you
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Eaton Corporation PLC (ETN $392.17)
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Ingersoll Rand Inc. (IR $88.27)
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Parker-Hannifin Corporation (PH $738.82)
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Quanta Services Inc. (PWR $421.68)
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WSP Global Inc. (WSP $287.34)
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Stantec Inc. (STN $151.14)
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Toromont Industries Ltd. (TIH $133.36)
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Thomson Reuters Corporation (TRI $278.86)
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Rollins Inc. (ROL $58.09)
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AAON Inc. (AAON $83.37)
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CECO Environmental Corp. (CECO $34.63)
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Comfort Systems USA Inc. (FIX $688.74)
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Advanced Drainage Systems Inc. (WMS $118.53)
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Heico Corporation (HEI $323.74)
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Interactive Brokers Group Inc. (IBKR $65.50)
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Trane Technologies plc (TT $472.07)
Q: Hi,
I own TT, PWR, HEI and TT. Looking to add to this industrial theme, if you think that's a good idea? I need a stock that's in a reliable sector without gut wrenching volatility. What do you advise? Are there CDN stocks you'd recommend?
I own TT, PWR, HEI and TT. Looking to add to this industrial theme, if you think that's a good idea? I need a stock that's in a reliable sector without gut wrenching volatility. What do you advise? Are there CDN stocks you'd recommend?
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Micron Technology Inc. (MU $111.26)
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Eaton Corporation PLC (ETN $392.17)
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Ulta Beauty Inc. (ULTA $514.95)
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Elastic N.V. (ESTC $89.86)
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AAON Inc. (AAON $83.37)
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CECO Environmental Corp. (CECO $34.63)
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Aspen Aerogels Inc. (ASPN $7.77)
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Fox Factory Holding Corp. (FOXF $30.18)
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Interactive Brokers Group Inc. (IBKR $65.50)
Q: Hello 5i,
We sold two stocks that had were poor performers but they improved in the past few months in our RRSP. Can you rank the following stocks to purchase if we were to initiate a 1/4 position today for a 5-year hold? Our intention is to start 2 or 3 positions to see where they go, and add funds to the best two over time.
Would the ranking be the same for a TFSA or non-reg account?
Thank you
D&J
We sold two stocks that had were poor performers but they improved in the past few months in our RRSP. Can you rank the following stocks to purchase if we were to initiate a 1/4 position today for a 5-year hold? Our intention is to start 2 or 3 positions to see where they go, and add funds to the best two over time.
Would the ranking be the same for a TFSA or non-reg account?
Thank you
D&J
Q: What do you think of Schwab now after its stock price haircut?
Earnings weren’t good but they just got a lot of new clients with their latest acquisition.
Earnings weren’t good but they just got a lot of new clients with their latest acquisition.
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UnitedHealth Group Incorporated (DE) (UNH $281.06)
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Align Technology Inc. (ALGN $205.56)
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Arch Capital Group Ltd. (ACGL $88.89)
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Interactive Brokers Group Inc. (IBKR $65.50)
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Elevance Health Inc. (ELV $289.10)
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Fiserv Inc. (FI $142.03)
Q: I am currently underweight Health and Financials in the U.S. Can you please provide your top 3-5 picks for each based on current valuations and considering a 5 year+ timeframe??
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Booking Holdings Inc. (BKNG $5,632.27)
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AutoZone Inc. (AZO $3,820.91)
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Interactive Brokers Group Inc. (IBKR $65.50)
Q: Looking for advice on how to rank these 3 stocks for a medium-term investment. All seem solid based on past performance and metrics but not sure if any have a particular advantage given their respective foci and expansion potential.
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Amazon.com Inc. (AMZN $231.44)
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Booking Holdings Inc. (BKNG $5,632.27)
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Tractor Supply Company (TSCO $59.33)
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AutoZone Inc. (AZO $3,820.91)
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Eli Lilly and Company (LLY $812.69)
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McKesson Corporation (MCK $711.82)
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Novo Nordisk A/S (NVO $71.70)
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Super Micro Computer Inc. (SMCI $54.47)
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Axon Enterprise Inc. (AXON $735.01)
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e.l.f. Beauty Inc. (ELF $120.86)
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UBS Group AG Registered (UBS $38.41)
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Vistra Corp. (VST $192.20)
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Interactive Brokers Group Inc. (IBKR $65.50)
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Vertiv Holdings LLC Class A (VRT $137.47)
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Celsius Holdings Inc. (CELH $46.64)
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Brookfield Corporation Class A Limited Voting Shares (BN $92.66)
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Fiserv Inc. (FI $142.03)
Q: I currently hold all these stocks, with the exception of elf. I came up with the thanks in large part to 5i as these are names that have come up in various Q&As. If you had to pick only 10 to hold long term (which for me is 1 year), what would be your ten? The 10 should be those that are the best expected performs regardless of diversification or risk. Just the top 10. Alternately., would you suggest holding them all but with different weightings and if so please comment on a suggested weighting.
My plan was to hold 10 with 10% in each but I’m not married to that idea.
Thank you kindly.
Jason
My plan was to hold 10 with 10% in each but I’m not married to that idea.
Thank you kindly.
Jason
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Apple Inc. (AAPL $213.88)
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Amazon.com Inc. (AMZN $231.44)
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The Walt Disney Company (DIS $121.47)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $170.62)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $31.86)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $115.57)
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Aritzia Inc. Subordinate Voting Shares (ATZ $74.75)
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Crocs Inc. (CROX $106.75)
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Interactive Brokers Group Inc. (IBKR $65.50)
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Celsius Holdings Inc. (CELH $46.64)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Topicus.com Inc. (TOI $192.57)
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Nuvei Corporation (NVEI)
Q: My wife owns the stocks above. She is looking to add 1 to 2 more stocks in the new year. Can you recommend a couple us and Canadian?
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CME Group Inc. (CME $279.55)
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BlackRock Inc. (BLK $1,123.28)
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goeasy Ltd. (GSY $184.40)
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KKR & Co. Inc. (KKR $152.16)
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Arthur J. Gallagher & Co. (AJG $315.14)
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Galaxy Digital Inc. Class A common stock (GLXY $41.93)
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Interactive Brokers Group Inc. (IBKR $65.50)
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Brookfield Corporation Class A Limited Voting Shares (BN $92.66)
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Fiserv Inc. (FI $142.03)
Q: I have partial psitions in these Financial stocks. Would you add to the Financial sector at this stage? I have full positions in large Canadian banks. Which from my list or any others that you like would you be comfortable adding to full positions. Please rank those that you would be comfortable adding to full positiond today and target buy prices for any others that you still like.
Happy New Year and thanks.
.
Happy New Year and thanks.
.
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AutoZone Inc. (AZO $3,820.91)
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Ulta Beauty Inc. (ULTA $514.95)
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Crocs Inc. (CROX $106.75)
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Interactive Brokers Group Inc. (IBKR $65.50)
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Celsius Holdings Inc. (CELH $46.64)
Q: Following a recent question about a Canadian TFSA account. For a growthy TFSA contribution for 2024, which U.S. companies would you recommend ? Please rank based on potential gains for a 3-5 year period, with a brief comment on each one. Moderate to high(ish) risk is fine.
Enjoy the Holidays,
Jacques IDS
Enjoy the Holidays,
Jacques IDS
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Analog Devices Inc. (ADI $227.82)
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Ulta Beauty Inc. (ULTA $514.95)
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Crocs Inc. (CROX $106.75)
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LPL Financial Holdings Inc. (LPLA $380.04)
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Heico Corporation (HEI $323.74)
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Interactive Brokers Group Inc. (IBKR $65.50)
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Celsius Holdings Inc. (CELH $46.64)
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Duolingo Inc. (DUOL $364.09)
Q: I was interested in your reply to Ronnie today (14th) on U.S. growth suggestions. As individual securities you suggested IBKR, LPLA, CELH, CROX, DUOL. If I was to add HEI, ADI and ULTA to that list could you rank all 8 for say 5 yr pure growth potential and then re-rank if one was seeking a balance of both growth and safety? Thank you.