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?
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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: Your thoughts on the earnings report last week for ABNB please. Thank you.
- Marriott International (MAR)
- Booking Holdings Inc. (BKNG)
- Tractor Supply Company (TSCO)
- TJX Companies Inc. (The) (TJX)
- lululemon athletica inc. (LULU)
- Ulta Beauty Inc. (ULTA)
- Align Technology Inc. (ALGN)
- Hilton Worldwide Holdings Inc. (HLT)
- Crocs Inc. (CROX)
- Ferrari N.V. (RACE)
- Boyd Gaming Corporation (BYD)
- Airbnb Inc. (ABNB)
- Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY)
- 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
- Charles Schwab Corporation (The) (SCHW)
- Trex Company Inc. (TREX)
- Ultra Clean Holdings Inc. (UCTT)
- Airbnb Inc. (ABNB)
- Mitek Systems Inc. (MITK)
Q: I've got these laggards in a TFSA or RRSP, down between 15-36%! I want to dump a bunch (all?) as I feel I've given them enough time to perform and they haven't. Does 5i see catalysts in the next 12 months for any of these that i should keep some?
In which order would you drop them.
In which order would you drop them.
- Amazon.com Inc. (AMZN)
- Illumina Inc. (ILMN)
- Sea Limited American Depositary Shares each representing one Class A (SE)
- TELUS Corporation (T)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Enghouse Systems Limited (ENGH)
- Tricon Residential Inc. (TCN)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- The Trade Desk Inc. (TTD)
- Roku Inc. (ROKU)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Pinterest Inc. Class A (PINS)
- Zoom Video Communications Inc. (ZM)
- Airbnb Inc. (ABNB)
- Nuvei Corporation (NVEI)
- Catalyst Pharmaceuticals Inc. (CPRX)
Q: I am currently in the negative on T, AMZN, TTD, TCN, NVEI, CPRX, ATZ, ENGH, LSPD, ABNB, WELL, BEP.UN, ROKU, ILMN, SE, PINS, and ZM. I have a 10+ year outlook, however would like to know based on the company and growth potential, what would you Sell or Hold? And if a Hold, please advise your perspective. Thanks!!
- Marriott International (MAR)
- Booking Holdings Inc. (BKNG)
- Intercontinental Hotels Group American Depositary Shares (Each representing one) (IHG)
- Airbnb Inc. (ABNB)
Q: What would be your ranking of the following accommodation stocks: MAR, BKNG, IHG and AIRBNB.?
Q: Could you do a quick review of the 3 online activity/trip/booking companies and provide your order of buying with a short explanation of your most preferred to least preferred. If you believe there's a better investment than these three in this sector, which would it be and why is it better? Thanks so much for all you do. Regards, John
- WELL Health Technologies Corp. (WELL)
- Uber Technologies Inc. (UBER)
- Airbnb Inc. (ABNB)
- Lumine Group Inc. (LMN)
Q: Hi Team,
What’s your view on ABNB these days? The stock has been wanting to trend higher this year so far. Is the inclusion into the s and p an ongoing catalyst? I am trying to decide whether to keep it , or sell it while I am now positive on the name . I am a little concerned over regulations such as what NY has just done to them . I was debating if I sold it using the funds to add to my positions in LMN and Well. Looking for the biggest potential long term. Would you endorse the move , suggest a different name not mentioned instead , or just continue to hold ?
Thanks ,
Shane
What’s your view on ABNB these days? The stock has been wanting to trend higher this year so far. Is the inclusion into the s and p an ongoing catalyst? I am trying to decide whether to keep it , or sell it while I am now positive on the name . I am a little concerned over regulations such as what NY has just done to them . I was debating if I sold it using the funds to add to my positions in LMN and Well. Looking for the biggest potential long term. Would you endorse the move , suggest a different name not mentioned instead , or just continue to hold ?
Thanks ,
Shane
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.
- Expedia Group Inc. (EXPE)
- Marriott International (MAR)
- Booking Holdings Inc. (BKNG)
- Hilton Worldwide Holdings Inc. (HLT)
- Airbnb Inc. (ABNB)
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
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.
- Etsy Inc. (ETSY)
- Roku Inc. (ROKU)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Redfin Corporation (RDFN)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Pinterest Inc. Class A (PINS)
- Zoom Video Communications Inc. (ZM)
- Fiverr International Ltd. no par value (FVRR)
- Lemonade Inc. (LMND)
- Palantir Technologies Inc. Class A (PLTR)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Airbnb Inc. (ABNB)
- Lantheus Holdings Inc. (LNTH)
- Brookfield Corporation Class A Limited Voting Shares (BN)
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.
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
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
- Booking Holdings Inc. (BKNG)
- Lowe's Companies Inc. (LOW)
- Philip Morris International Inc (PM)
- Crocs Inc. (CROX)
- Extra Space Storage Inc (EXR)
- Axos Financial Inc. (AX)
- Perion Network Ltd (PERI)
- Airbnb Inc. (ABNB)
- Lantheus Holdings Inc. (LNTH)
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.
Thank you.
- Starbucks Corporation (SBUX)
- Dollar General Corporation (DG)
- Lowe's Companies Inc. (LOW)
- Restaurant Brands International Inc. (QSR)
- BRP Inc. Subordinate Voting Shares (DOO)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- MEDIFAST INC (MED)
- Airbnb Inc. (ABNB)
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
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
- Booking Holdings Inc. (BKNG)
- Restaurant Brands International Inc. (QSR)
- FirstService Corporation (FSV)
- A&W Revenue Royalties Income Fund (AW.UN)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Airbnb Inc. (ABNB)
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
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
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOGL)
- Intuit Inc. (INTU)
- Microsoft Corporation (MSFT)
- Mastercard Incorporated (MA)
- Moody's Corporation (MCO)
- Visa Inc. (V)
- S&P Global Inc. (SPGI)
- Airbnb Inc. (ABNB)
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,
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.)
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.