Q: four seems to be taking it on the chin today. Any reason why?
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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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Shift4 Payments Inc. Class A (FOUR $42.18)
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SoFi Technologies Inc. (SOFI $16.77)
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Sezzle Inc. (SEZL $65.29)
Q: Apologies for yet another comparison question but i need to consolidate some holdings. These aren't exactly apples to apples, but at current prices, could i get your preference from most to least attractive.
Q: i , long term investor, am down 40%
? too much competition
Is it time to move on or is it a hold
thanks for excellent service
? too much competition
Is it time to move on or is it a hold
thanks for excellent service
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Salesforce Inc. (CRM $193.38)
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Home Depot Inc. (The) (HD $326.76)
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UnitedHealth Group Incorporated (DE) (UNH $282.50)
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Constellation Software Inc. (CSU $2,495.90)
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Thomson Reuters Corporation (TRI $126.51)
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goeasy Ltd. (GSY $35.75)
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AeroVironment Inc. (AVAV $209.55)
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ServiceNow Inc. (NOW $112.02)
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Marvell Technology Inc. (MRVL $87.85)
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Crocs Inc. (CROX $76.56)
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Shift4 Payments Inc. Class A (FOUR $42.18)
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Lumine Group Inc. (LMN $23.96)
Q: Hello 5i,
We have listed a few Ugly Ducklings of the year below. Please rank the following stocks for purchase today with a longer-term view on growth.
CRM, MRVL, TRI, CSU, LMN, CROX, UNH, HD, GSY, FOUR, AVAV
Thank you for your sage advice.
D&J
We have listed a few Ugly Ducklings of the year below. Please rank the following stocks for purchase today with a longer-term view on growth.
CRM, MRVL, TRI, CSU, LMN, CROX, UNH, HD, GSY, FOUR, AVAV
Thank you for your sage advice.
D&J
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NVIDIA Corporation (NVDA $178.09)
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Sandisk Corporation (SNDK $743.74)
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Eldorado Gold Corporation (ELD $43.62)
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Celestica Inc. (CLS $379.00)
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New Gold Inc. (NGD $12.23)
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IAMGOLD Corporation (IMG $22.77)
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Stingray Group Inc. Subordinate Voting Shares (RAY.A)
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Shift4 Payments Inc. Class A (FOUR $42.18)
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Rocket Companies Inc. Class A (RKT $14.30)
Q: Could you please list some companies that are growing earnings by at least 20% expected for each of the next two years with decent certainty, that have 2026 PEG <1?
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AeroVironment Inc. (AVAV $209.55)
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Shift4 Payments Inc. Class A (FOUR $42.18)
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Zeta Global Holdings Corp. Class A (ZETA $17.05)
Q: I’m thinking of starting a position in one of these 3 companies. What do you think of their long term prospects?
Thanks
Thanks
Q: What do you think of the quarterly results? Good time to accumulate?
Thanks
Thanks
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $167.34)
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Global Payments Inc. (GPN $67.44)
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Shift4 Payments Inc. Class A (FOUR $42.18)
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Toast Inc. Class A (TOST $27.03)
Q: Your general thoughts and analysis on Global Payments please, thanks.
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Exact Sciences Corporation (EXAS $103.81)
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CRISPR Therapeutics AG (CRSP $46.98)
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nVent Electric plc (NVT $120.60)
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Shift4 Payments Inc. Class A (FOUR $42.18)
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Upstart Holdings Inc. (UPST $25.90)
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Nextpower Inc. (NXT $115.38)
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Karman Holdings Inc. (KRMN $101.62)
Q: How would you rank the listed companies at current levels for new positions in a growth oriented portfolio?
Q: Four seems to be struggling. Any particular reason why?
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PayPal Holdings Inc. (PYPL $44.04)
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Visa Inc. (V $297.40)
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Galaxy Digital Inc. Class A common stock (GLXY $28.59)
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Shift4 Payments Inc. Class A (FOUR $42.18)
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Applovin Corporation (APP $432.67)
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Coinbase Global Inc (COIN $198.52)
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Sezzle Inc. (SEZL $65.29)
Q: Hello 5i,
We are perplexed on which payment stocks to purchase. FOUR seems to be somewhat of a disappointment so far, though many have fallen from grace this year and a path to digital payments through crypto looks promising though we are not sure how this will shake out.
Can you comment on the best way to capitalize on stocks in this sector and rank the top 3 payment stocks (in order please) to hold for 5 years or longer.
Thank you
D&J
We are perplexed on which payment stocks to purchase. FOUR seems to be somewhat of a disappointment so far, though many have fallen from grace this year and a path to digital payments through crypto looks promising though we are not sure how this will shake out.
Can you comment on the best way to capitalize on stocks in this sector and rank the top 3 payment stocks (in order please) to hold for 5 years or longer.
Thank you
D&J
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Amazon.com Inc. (AMZN $207.28)
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Costco Wholesale Corporation (COST $977.62)
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Intuitive Surgical Inc. (ISRG $477.23)
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NVIDIA Corporation (NVDA $178.09)
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Booking Holdings Inc. (BKNG $4,276.07)
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Amphenol Corporation (APH $128.39)
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Salesforce Inc. (CRM $193.38)
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Eli Lilly and Company (LLY $918.91)
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United Rentals Inc. (URI $715.98)
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WSP Global Inc. (WSP $217.15)
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Axon Enterprise Inc. (AXON $493.81)
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Celestica Inc. (CLS $276.27)
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Thomson Reuters Corp (TRI $92.33)
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Berkshire Hathaway Inc. (BRK.B $479.98)
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Galaxy Digital Inc. Class A common stock (GLXY $28.59)
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Vertiv Holdings LLC Class A (VRT $266.92)
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RTX Corporation (RTX $201.22)
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Shift4 Payments Inc. Class A (FOUR $42.18)
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BlackSky Technology Inc. Class A (BKSY $24.89)
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Brookfield Corporation Class A Limited Voting Shares (BN $52.91)
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Lumine Group Inc. (LMN $23.96)
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Nebius Group N.V. (NBIS $118.63)
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Alphabet CDR (CAD Hedged) (GOOG $49.01)
Q: Hi I currently hold these US companies. Can you please suggest your top 10 US companies that would compliment these the best for a long term hold? In order ideally. A growth rating 1-10 (10 being the best) and a risk rating 1-10(10 being the riskiest)
Thanks so much
Thanks so much
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Construction Partners Inc. (ROAD $112.99)
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Shift4 Payments Inc. Class A (FOUR $42.18)
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AppFolio Inc. (APPF $165.19)
Q: Hello, you have recommended all of these in the past. Given the current valuations, what would you suggest as current entry prices, and why? Especially with a focus on ROAD if you could. Thank you!
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Alphabet Inc. (GOOG $303.71)
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Microsoft Corporation (MSFT $387.58)
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Eli Lilly and Company (LLY $918.91)
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UnitedHealth Group Incorporated (DE) (UNH $282.50)
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MercadoLibre Inc. (MELI $1,657.86)
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Crocs Inc. (CROX $76.56)
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Uber Technologies Inc. (UBER $75.40)
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Datadog Inc. (DDOG $127.04)
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Shift4 Payments Inc. Class A (FOUR $42.18)
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Nebius Group N.V. (NBIS $118.63)
Q: These are my current holdings. Can you suggest 2 usa names to add to this list which might be complementary? I was thinking about NXT but it's jumped today. I would like to add two names that are not at 52 week highs but yet, are also "growthy." Maybe something that has pulled back irrationally like a NXT or UNH (prior to the big gains today). Thank you,
Jason
Jason
Q: $four had negative reaction to earnings. How attractive do you see it at current price?
Q: Results have just been released. Please comment?
Thanks
Thanks
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Goosehead Insurance Inc. (GSHD $42.67)
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Shift4 Payments Inc. Class A (FOUR $42.18)
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Applovin Corporation (APP $432.67)
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Coinbase Global Inc (COIN $198.52)
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Cantaloupe Inc. (CTLP $10.49)
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Robinhood Markets Inc. (HOOD $73.21)
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Nebius Group N.V. (NBIS $118.63)
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Circle Internet Group Inc. Class A (CRCL $124.51)
Q: How would you rank the listed companies for new money today in a growth oriented portfolio?
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Kraken Robotics Inc. (PNG $9.20)
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Zedcor Inc. (ZDC $5.35)
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Construction Partners Inc. (ROAD $112.99)
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Shift4 Payments Inc. Class A (FOUR $42.18)
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MDA Space Ltd. (MDA $45.09)
Q: Dear 5i
What would be your order of preference with the above listed stocks to purchase now based on expected earnings growth over the next 2-3 years ?
Thanks
Bill C
What would be your order of preference with the above listed stocks to purchase now based on expected earnings growth over the next 2-3 years ?
Thanks
Bill C
Q: Could you please provide any relevant news on it since the last mention of this company ? Is everything on track?
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Salesforce Inc. (CRM $193.38)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $174.46)
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ServiceNow Inc. (NOW $112.02)
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kneat.com inc. (KSI $3.42)
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Vitalhub Corp. (VHI $6.76)
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Construction Partners Inc. (ROAD $112.99)
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Synopsys Inc. (SNPS $425.11)
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Galaxy Digital Inc. Class A common stock (GLXY $28.59)
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Shift4 Payments Inc. Class A (FOUR $42.18)
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Genius Sports Limited (GENI $4.69)
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Cellebrite DI Ltd. (CLBT $14.62)
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Sportradar Group AG (SRAD $19.45)
Q: How would you rate these for holding in the SMID Growth section of a portfolio (A couple may not be SMID, which means they just may not be forever keepers for me) - I hold all except SNPS and NOW, which I've been watching, and I’m thinking of consolidating into 6-8 positions, but could keep more. I'm considering 3-4 for shorter-term growth, 1-3 years, 3-4 for longer-term growth, 5-10 years. Please order from most conviction to least with a preference to Shorter (S) or longer(L) or either (E). Thanks!
SNPS, NOW, GLXY, KSI, FOUR, ROAD, CLBT, CRM, HPS.A, VHI, GENI, SRAD
SNPS, NOW, GLXY, KSI, FOUR, ROAD, CLBT, CRM, HPS.A, VHI, GENI, SRAD