Investment Q&A

Q: Which company do you like more for next 5 years, BKNG or ABNB?

Q: Greetings, may we please have your updated views on ABNB and its Q2 2023 results? Also, your opinion on how the negative press about various problems with the platform might impact future prospects (e.g. rising costs; fraudulent listings, bans on listings). Would you continue to hold? Thank you.

Q: Hi,

What is your perspective on the travel industry, and what are your recommendations on stocks or ETF US or Canadian or international for 5-10 hold?

Best,
Matt

Q: if you had to pick only one between ABNB or MELI for 3 to 5 year hold which one would you choose.

Q: Hi 5i team,

I have a growth and long term outlook and looking to trim some losers and replace with some winners. Of the following stocks, do you feel any need to hold for the long term? Also, what are some US/CAD replacements you would recommend and can you rank from highest to lowest based on overall strength?

Thanks 5i team.

Q: Hi Team,
Thoughts on abnb quarterly results? Weak guidance killing stocks seems to be the theme again this quarter with earnings releases. Should I continue to hold this name? Thanks

Q: I am looking to build a concentrated US equity portfolio. Could you please identify your favs [greater than 5% allocation] for each of Income, Balanced and Growth portfolios [and, if possible for Quality portfolio].
Thank you.

Q: I hold the following companies in my consumer cyclical and defensive part of portfolio.

Cyclical:

AirBnb
Aritzia
DOO
MED
SBUX

Defensive:
COST


I’m thinking of selling MED and adding to the balance of my cyclical positions. What are your thoughts on this portfolio of companies and which ones look most attractive today to add to?

For defensive, I only hold Costco. What companies would you suggest I look to diversify my defensive portfolio?

Thanks
Greg

Q: Hello Peter and Team
I sens that your preference has switched recently to GDI, AW.UN and ABNB.
I hold FSV, QSR and BKNG. which are in the same fields.
I always aim to invest in the best companies with the greatest potential.
Should I consider switching

Raouf

Q: I have asked questions about core portfolio and compounders. I would like to refine my query to building a concentrated core portfolio [say, 20 CAD-USD total]. I start with the allocations greater than 5% in the 3 portfolios. BN is less than 5% on its own, yet, I wonder whether it would not be the core Canadian financial stock. As for US, there are many Fav lists, but could you boil it down to 10. For each stock, please provide key rationale for choosing it and a target buy price.
Much appreciated,

Q: Would you please comment on ABNB's latest results.

At this point in time what would be the buyer vs. the seller's thesis on the stock? Just things to consider, watch out for both positive and negative, etc going forward.

Thank you very much.


(PS. Please feel free to donate 50 of my question credits to anyone who would like some.)

Q: At a business university event in Miami on the beach with Jim Kramer as the speaker entertaining questions from business students (held on Feb 3), 2 of many stocks they had done their homework on were ABNB and PTON and Kramer agreed with them and so I bought ABNB the following Monday. They do not look as good as these students thought they were. I have looked at ABNB from a previous question on 5i, but that was over a month ago. Do you still like ABNB. I have not noticed anything on PTON lately. What are your thoughts? Your thoughts are appreciated as always.

Q: Over the past two years with the downturn of the market, I am down significantly with majority of these holdings in various accounts. I have a long-term 10+ year outlook, so looking to see if you feel any of these can be sold off given the outlook, management of the company? If so, what are your recommendations for a growth investor in either CAD/US stock options?

Thanks!!

Q: Appreciate your reasons for buying or not buying this company.
If recommended the company would be held for a very long time in my TFSA
Best in 23 to all

Q: What do you think of abnb right now?

Q: Hi 5i Team,

I own the above noted stocks as a smaller portion of my portfolio of higher risk names. All of these names are down other than CTS. Do you see any of these names as ones that I should sell as part of a portfolio clean up?

Thanks in advance,
Jon

Q: Hi 5i,

I have small positions in each of these three travel businesses. I was thinking of selling one to add to the other two, in an effort to be more efficient in my holdings. Would this be a good idea or would the diversification of holding all three be worthwhile?

If selling one, which would be your choice and why? I know you have recommended BKNG in the past but I sometimes wonder whether the other two have a stronger moat?

Growth investor with a long-term time frame.

Thank you, Doris

Q: I would like to dip my toe on one of these companies. Which one do you think has better long term potential?
Thanks

Q: ABNB has come down significantly since the end of 2021. What are your thoughts about it and would you be a buyer now ?

Q: I am considering positions in the attached companies. Are current prices good entry points and are there any of these companies you would not purchase today?