Q: What are your thoughts of AirBNB for the long term and it's current valuation?
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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: Good Morning,
Please comment on ABNB.
Thank you
Please comment on ABNB.
Thank you
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ServiceNow Inc. (NOW)
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Cadence Design Systems Inc. (CDNS)
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Synopsys Inc. (SNPS)
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Uber Technologies Inc. (UBER)
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Airbnb Inc. (ABNB)
Q: Happy New year to everyone!
My TFSA is strictly US growth. I'm looking at the software space as I'm tech oriented.
I do own MSFT, ORCL on it's recent decline.
Some of the players are fairly expensive or have some negative momentum. NOW, SNPS, CDNS are 3 candidates.
Would you have a preference of these looking forward accounting for current value etc?
A top tier selection that isn't one of these?
I'm looking for your thoughts and a reasonable entry. Of course this is 3+ year hold.
Thank you very much.
My TFSA is strictly US growth. I'm looking at the software space as I'm tech oriented.
I do own MSFT, ORCL on it's recent decline.
Some of the players are fairly expensive or have some negative momentum. NOW, SNPS, CDNS are 3 candidates.
Would you have a preference of these looking forward accounting for current value etc?
A top tier selection that isn't one of these?
I'm looking for your thoughts and a reasonable entry. Of course this is 3+ year hold.
Thank you very much.
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Booking Holdings Inc. (BKNG)
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Canadian National Railway Company (CNR)
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Canadian Pacific Kansas City Limited (CP)
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Constellation Software Inc. (CSU)
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Restaurant Brands International Inc. (QSR)
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Celestica Inc. (CLS)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Ulta Beauty Inc. (ULTA)
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Vitalhub Corp. (VHI)
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Construction Partners Inc. (ROAD)
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LendingTree Inc. (TREE)
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Uber Technologies Inc. (UBER)
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Vertiv Holdings LLC Class A (VRT)
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Airbnb Inc. (ABNB)
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Cellebrite DI Ltd. (CLBT)
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AppFolio Inc. (APPF)
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UFP Technologies Inc. (UFPT)
Q: What are your current top 5 US and Canadian growth and value stocks to purchase for long term?
Thanks
Thanks
Q: Thoughts on ABNB quarter. Is there a turn here? Do you have faith in the model. Buy, sell, or hold? Thx M
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Adobe Inc. (ADBE)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Visa Inc. (V)
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ASML Holding N.V. (ASML)
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Uber Technologies Inc. (UBER)
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Airbnb Inc. (ABNB)
Q: For a growth investor with a 20+ year time frame, please rank these as potential buys at today’s prices. Thank you.
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Adobe Inc. (ADBE)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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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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Ulta Beauty Inc. (ULTA)
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Axon Enterprise Inc. (AXON)
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Ares Management Corporation Class A (ARES)
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Old Dominion Freight Line Inc. (ODFL)
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Heico Corporation (HEI)
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Uber Technologies Inc. (UBER)
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Airbnb Inc. (ABNB)
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Fiserv Inc. (FI)
Q: In May 2024 you answered a question rewarding building a portfolio of US stock: Q: Suppose our extraterrestrial friend, Blaarg, seeks to diversify their portfolio by investing in the U.S. market. Which 12-15 top U.S. stocks would you recommend for them over the next decade? Thanks
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Asked by Esther on May 27, 2024
5i Research Answer:
Here are some of the high-quality US names with moderate risks and reasonable valuations that we think investors could do well by owning a basket of these names over the long term. Although these may not the the best winners, we think these could be considered as compounders such as BKNG, ULTA, AXON, ABNB, UBER, ADBE, FI, ODFL, HEI, AZO, ORLY, ARES.
Would your answer be the same today. If not, what would be your list today? Thanks
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28
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Asked by Esther on May 27, 2024
5i Research Answer:
Here are some of the high-quality US names with moderate risks and reasonable valuations that we think investors could do well by owning a basket of these names over the long term. Although these may not the the best winners, we think these could be considered as compounders such as BKNG, ULTA, AXON, ABNB, UBER, ADBE, FI, ODFL, HEI, AZO, ORLY, ARES.
Would your answer be the same today. If not, what would be your list today? Thanks
Q: Please comment on earnings.
Has their latest quarter changed your outlook on the stock?
Thank you very much
Karim.
Has their latest quarter changed your outlook on the stock?
Thank you very much
Karim.
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Booking Holdings Inc. (BKNG)
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lululemon athletica inc. (LULU)
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Domino's Pizza Inc (DPZ)
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Airbnb Inc. (ABNB)
Q: Would you initiate a position here? This company rarely falters the way it has recently. Is this a compelling buy, if so, please rate it on scale of 1-10, 10 being a high conviction. Please rank it amongst your favourites in consumer discretionary.
Thank you.
Thank you.
Q: What are your thoughts on BKNG? Is it a better company than ABNB for the next 3 to 5 years?
Q: What do you think of airbnb and uber? i use both companies a lot and like them.
Can you give me your thoughts on each in terms of: valuation, growth prospects, how they stack up to peers, and how good the ROE is?
Would you say one is better than the other? I assume they are both pretty GDP sensitive w/how much travel and leisure spending impacts them
Can you give me your thoughts on each in terms of: valuation, growth prospects, how they stack up to peers, and how good the ROE is?
Would you say one is better than the other? I assume they are both pretty GDP sensitive w/how much travel and leisure spending impacts them
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Alimentation Couche-Tard Inc. (ATD)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Ulta Beauty Inc. (ULTA)
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Axon Enterprise Inc. (AXON)
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Airbnb Inc. (ABNB)
Q: Can you please list in order your top 5 Canadian and top 5 US stocks in order based on conviction? Please also list a management rating, 10 being the highest.
Time frame 5+ years
Thanks
Time frame 5+ years
Thanks
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Adobe Inc. (ADBE)
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Microsoft Corporation (MSFT)
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Booking Holdings Inc. (BKNG)
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Mastercard Incorporated (MA)
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Pfizer Inc. (PFE)
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UnitedHealth Group Incorporated (DE) (UNH)
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Visa Inc. (V)
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Ulta Beauty Inc. (ULTA)
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Airbnb Inc. (ABNB)
Q: My current exposure to the US market is through, ZQQ, VFV, VUN, VGG, and GOOG, AMZN, CVS, and BRK CDR’s. I would like to increase my US weighting and have CAD$150,000 to invest and am considering dividing this into equal amounts in V, MA, UNH, PFE, ADBE, and MSFT. Your thoughts on this approach and any other suggestions (5+ year holding period). Thanks!
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Adobe Inc. (ADBE)
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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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Ulta Beauty Inc. (ULTA)
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Axon Enterprise Inc. (AXON)
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Ares Management Corporation Class A (ARES)
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Old Dominion Freight Line Inc. (ODFL)
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Heico Corporation (HEI)
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Uber Technologies Inc. (UBER)
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Airbnb Inc. (ABNB)
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Fiserv Inc. (FI)
Q: Suppose our extraterrestrial friend, Blaarg, seeks to diversify their portfolio by investing in the U.S. market. Which 12-15 top U.S. stocks would you recommend for them over the next decade? Thanks
Q: What are your favored US Large Caps with some growth, medium risk.? Dividend yield is not important. Thanks
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Aon plc Class A (Ireland) (AON)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Uber Technologies Inc. (UBER)
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Palantir Technologies Inc. (PLTR)
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Airbnb Inc. (ABNB)
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Duolingo Inc. (DUOL)
Q: In regards to some of the companies that have gotten whacked after releasing their numbers (like Uber, Shopify, Hammand ect), what are a couple names that you think look the most likely to dust themselves off and move higher from here? Thanks
Q: Please comment on ABNB earnings. Thank you.
Q: I have a full position in Amazon and a small position in Airbnb. All things being equal what do you think about reducing Amazon and increasing Airbnb?
Q: Your thoughts on the earnings report last week for ABNB please. Thank you.
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Marriott International (MAR)
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Booking Holdings Inc. (BKNG)
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Tractor Supply Company (TSCO)
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TJX Companies Inc. (The) (TJX)
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lululemon athletica inc. (LULU)
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Ulta Beauty Inc. (ULTA)
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Align Technology Inc. (ALGN)
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Hilton Worldwide Holdings Inc. (HLT)
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Crocs Inc. (CROX)
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Ferrari N.V. (RACE)
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Boyd Gaming Corporation (BYD)
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Airbnb Inc. (ABNB)
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Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY)
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Hermes International ADR (HESAY)
Q: 1. What percentage do you advise allocating to discretionary sector.
2. Included are non-US names because of pricing power/ controlled supply. If I missed any from your favs, please add to the list.
3. Recently you answered my question on industrial stocks based on
a) core [large, defensive names]
b) high growth regardless of size
c) recent strength and positive momentum.
Applying that to my list of discretionary stocks, please rank in each category (1-3, with 1 strongest)
Thanks
Sam
2. Included are non-US names because of pricing power/ controlled supply. If I missed any from your favs, please add to the list.
3. Recently you answered my question on industrial stocks based on
a) core [large, defensive names]
b) high growth regardless of size
c) recent strength and positive momentum.
Applying that to my list of discretionary stocks, please rank in each category (1-3, with 1 strongest)
Thanks
Sam