Q: Four seems to be struggling. Any particular 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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PayPal Holdings Inc. (PYPL $68.93)
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Visa Inc. (V $346.59)
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Galaxy Digital Inc. Class A common stock (GLXY $49.10)
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Shift4 Payments Inc. Class A (FOUR $67.91)
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Applovin Corporation (APP $627.27)
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Coinbase Global Inc (COIN $336.74)
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Sezzle Inc. (SEZL $65.37)
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 $225.20)
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Costco Wholesale Corporation (COST $921.32)
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Intuitive Surgical Inc. (ISRG $532.02)
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NVIDIA Corporation (NVDA $203.99)
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Booking Holdings Inc. (BKNG $5,119.61)
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Amphenol Corporation (APH $139.07)
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Salesforce Inc. (CRM $258.84)
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Eli Lilly and Company (LLY $851.88)
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United Rentals Inc. (URI $868.80)
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WSP Global Inc. (WSP $272.57)
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Axon Enterprise Inc. (AXON $739.34)
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Celestica Inc. (CLS $340.93)
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Thomson Reuters Corp (TRI $154.35)
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Berkshire Hathaway Inc. (BRK.B $480.38)
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Galaxy Digital Inc. Class A common stock (GLXY $49.10)
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Vertiv Holdings LLC Class A (VRT $194.86)
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RTX Corporation (RTX $177.89)
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Shift4 Payments Inc. Class A (FOUR $67.91)
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BlackSky Technology Inc. Class A (BKSY $19.88)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.48)
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Lumine Group Inc. (LMN $33.04)
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Nebius Group N.V. (NBIS $126.90)
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Alphabet CDR (CAD Hedged) (GOOG $46.10)
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 $113.82)
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Shift4 Payments Inc. Class A (FOUR $67.91)
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AppFolio Inc. (APPF $236.86)
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 $284.26)
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Microsoft Corporation (MSFT $523.76)
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Eli Lilly and Company (LLY $851.88)
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UnitedHealth Group Incorporated (DE) (UNH $346.32)
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MercadoLibre Inc. (MELI $2,416.51)
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Crocs Inc. (CROX $82.60)
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Uber Technologies Inc. (UBER $96.98)
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Datadog Inc. (DDOG $157.76)
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Shift4 Payments Inc. Class A (FOUR $67.91)
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Nebius Group N.V. (NBIS $126.90)
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 $68.41)
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Shift4 Payments Inc. Class A (FOUR $67.91)
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Applovin Corporation (APP $627.27)
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Coinbase Global Inc (COIN $336.74)
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Cantaloupe Inc. (CTLP $10.57)
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Robinhood Markets Inc. (HOOD $140.93)
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Nebius Group N.V. (NBIS $126.90)
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Circle Internet Group Inc. Class A (CRCL $123.77)
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 $6.52)
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Zedcor Inc. (ZDC $6.82)
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Construction Partners Inc. (ROAD $113.82)
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Shift4 Payments Inc. Class A (FOUR $67.91)
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MDA Space Ltd. (MDA $33.82)
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 $258.84)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $205.26)
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ServiceNow Inc. (NOW $954.67)
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kneat.com inc. (KSI $5.33)
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Vitalhub Corp. (VHI $10.98)
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Construction Partners Inc. (ROAD $113.82)
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Synopsys Inc. (SNPS $438.85)
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Galaxy Digital Inc. Class A common stock (GLXY $49.10)
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Shift4 Payments Inc. Class A (FOUR $67.91)
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Genius Sports Limited (GENI $11.40)
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Cellebrite DI Ltd. (CLBT $17.20)
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Sportradar Group AG (SRAD $25.70)
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
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Amazon.com Inc. (AMZN $225.20)
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Alphabet Inc. (GOOG $284.26)
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Salesforce Inc. (CRM $258.84)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $205.26)
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Celestica Inc. (CLS $340.93)
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Construction Partners Inc. (ROAD $113.82)
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Valhi Inc. (VHI $14.24)
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Galaxy Digital Inc. Class A common stock (GLXY $49.10)
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Shift4 Payments Inc. Class A (FOUR $67.91)
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Cellebrite DI Ltd. (CLBT $17.20)
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Propel Holdings Inc. (PRL $25.03)
Q: How would you rate buying these growth stocks today for a 3 -year hold?
Amzn, goog, VHI, PRL, CLS , HPS.a , GLXY, VHI, FOUR, ROAD , CRM, CLBT
Amzn, goog, VHI, PRL, CLS , HPS.a , GLXY, VHI, FOUR, ROAD , CRM, CLBT
Q: Please indicate 5 small to midcap stocks for Canada and also for USA in order of preference with -
a.solid growth potential
b.low volatility
Thanks.
a.solid growth potential
b.low volatility
Thanks.
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Sylogist Ltd. (SYZ $6.35)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $205.26)
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kneat.com inc. (KSI $5.33)
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Goosehead Insurance Inc. (GSHD $68.41)
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Galaxy Digital Inc. Class A common stock (GLXY $49.10)
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Shift4 Payments Inc. Class A (FOUR $67.91)
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Palantir Technologies Inc. (PLTR $197.35)
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Applovin Corporation (APP $627.27)
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Cantaloupe Inc. (CTLP $10.57)
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Genius Sports Limited (GENI $11.40)
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Sportradar Group AG (SRAD $25.70)
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D2L Inc. Subordinate Voting Shares (DTOL $17.90)
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Symbotic Inc. (SYM $78.24)
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Nebius Group N.V. (NBIS $126.90)
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DeFi Technologies Inc. (DEFI)
Q: Please rank the following US and CAN names in order of preference today for a growth oriented investor.
US: NBIS, GSHD, SYM, CTLP, FOUR, SRAD, PLTR, APP, GENI
CAN: KSI, HPS.A, GLXY, DTOL, SYZ, DEFI
Thank you!
US: NBIS, GSHD, SYM, CTLP, FOUR, SRAD, PLTR, APP, GENI
CAN: KSI, HPS.A, GLXY, DTOL, SYZ, DEFI
Thank you!
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Expedia Group Inc. (EXPE $222.34)
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United Rentals Inc. (URI $868.80)
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Celestica Inc. (CLS $476.88)
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Shift4 Payments Inc. Class A (FOUR $67.91)
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Propel Holdings Inc. (PRL $25.03)
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D2L Inc. Subordinate Voting Shares (DTOL $17.90)
Q: Hi guys....great service....just wondering if you have 2-3 names on both sides of the border...undervalued and you think are great opportunities for bounceback over the next 6-12 months...
Q: Can you comment on FOUR's earnings?
Thanks
Thanks
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Alphabet Inc. (GOOG $284.26)
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Intuitive Surgical Inc. (ISRG $532.02)
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Booking Holdings Inc. (BKNG $5,119.61)
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Crocs Inc. (CROX $82.60)
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Shift4 Payments Inc. Class A (FOUR $67.91)
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Celsius Holdings Inc. (CELH $60.26)
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Palantir Technologies Inc. (PLTR $197.35)
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Cantaloupe Inc. (CTLP $10.57)
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Genius Sports Limited (GENI $11.40)
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Cellebrite DI Ltd. (CLBT $17.20)
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Sportradar Group AG (SRAD $25.70)
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Nebius Group N.V. (NBIS $126.90)
Q: Hello Team,
Are you able to rank the above companies in order on which one you would purchase today, looking for great possible return over the next 2-3 year. Plus 2 of your other favourite US stocks.
Thanks
Are you able to rank the above companies in order on which one you would purchase today, looking for great possible return over the next 2-3 year. Plus 2 of your other favourite US stocks.
Thanks
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WSP Global Inc. (WSP $272.57)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $205.26)
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Axon Enterprise Inc. (AXON $739.34)
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Comfort Systems USA Inc. (FIX $967.22)
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Vertiv Holdings LLC Class A (VRT $194.86)
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Shift4 Payments Inc. Class A (FOUR $67.91)
Q: Please rank from most conviction in a recovery to least conviction. Thank you
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Axon Enterprise Inc. (AXON $739.34)
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Comfort Systems USA Inc. (FIX $967.22)
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Vertiv Holdings LLC Class A (VRT $194.86)
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Shift4 Payments Inc. Class A (FOUR $67.91)
Q: Is FOUR debt level manageable to weather the storm? How would you rank with VRT, AXON and FIX
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $205.26)
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Global Payments Inc. (GPN $80.38)
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kneat.com inc. (KSI $5.33)
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Vitalhub Corp. (VHI $10.98)
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Vertiv Holdings LLC Class A (VRT $194.86)
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Shift4 Payments Inc. Class A (FOUR $67.91)
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Symbotic Inc. (SYM $78.24)
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Nebius Group N.V. (NBIS $126.90)
Q: I am looking for tax-loss proxy ideas for the following names: CAN: HPS.A, KSI, VHI. US: NBIS, SYM, FOUR. Thank you!