Q: Anything to worry about with APP. What is driving the price down over the last month? Is this still one of your top picks?
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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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Amazon.com Inc. (AMZN $240.31)
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Alphabet Inc. (GOOG $334.42)
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NVIDIA Corporation (NVDA $189.87)
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United Rentals Inc. (URI $770.19)
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Axon Enterprise Inc. (AAXN)
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Teradyne Inc. (TER $249.75)
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EnerSys (ENS $184.31)
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RTX Corporation (RTX $198.96)
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Applovin Corporation (APP $563.89)
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Robinhood Markets Inc. (HOOD $102.18)
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Nebius Group N.V. (NBIS $95.81)
Q: Ai décidé d'ouvrir un nouveau compte en us$.Quel serait les dix titres que je pourrais analyser qui serait peut etre prometteur? Il faut commencer quelque part
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Broadcom Inc. (AVGO $330.17)
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Alphabet Inc. (GOOG $334.42)
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Microsoft Corporation (MSFT $425.02)
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NVIDIA Corporation (NVDA $189.87)
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Constellation Software Inc. (CSU $2,555.20)
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Celestica Inc. (CLS $394.00)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $191.13)
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Jabil Inc. (JBL $242.02)
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Uber Technologies Inc. (UBER $81.58)
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Applovin Corporation (APP $563.89)
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IonQ Inc. (IONQ $43.96)
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Nebius Group N.V. (NBIS $95.81)
Q: I currently own CLS, GOOG, NBIS, CSU, APP, NVDA, SHOP, AVGO, UBER, JBL, MSFT, QBTS, and IONQ in my portfolio. I would like to reduce the number of tech stocks. Can you please rank them in terms of growth potential over the next 12 months.
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Kraken Robotics Inc. (PNG $8.54)
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The Trade Desk Inc. (TTD $31.43)
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EnerSys (ENS $184.31)
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CrowdStrike Holdings Inc. (CRWD $442.15)
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Applovin Corporation (APP $563.89)
Q: I’ve held The Trade Desk for a long time and it is at a very low price at the moment compared to historic prices, but it sounds like you're skeptical about its near-term growth potential. Should I look to exit? Between Crwd, ens, app, and png …which offers the highest growth ceiling for a five-year horizon? If you have another company to recommend, feel free … Thanks
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NVIDIA Corporation (NVDA $189.87)
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Kraken Robotics Inc. (PNG $8.54)
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EnerSys (ENS $184.31)
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CrowdStrike Holdings Inc. (CRWD $442.15)
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Applovin Corporation (APP $563.89)
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TransMedics Group Inc. (TMDX $138.52)
Q: Peter, I found your answer to Nick about best stock decision to be thought provoking. When you bought NVDA it was some where in the 2 to 3 dollar range. What was your thinking at the time that made you like the stock? What was it about the stock that kept you holding ?
Do you see any early stage stocks today that warrant looking at?
I would like to add my appreciation to all at 5i for all the help and insight over the years.
Peter
Do you see any early stage stocks today that warrant looking at?
I would like to add my appreciation to all at 5i for all the help and insight over the years.
Peter
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EnerSys (ENS $184.31)
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Kratos Defense & Security Solutions Inc. (KTOS $109.54)
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Synopsys Inc. (SNPS $482.46)
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Tantalus Systems Holding Inc. (GRID $5.54)
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Applovin Corporation (APP $563.89)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.01)
Q: Dear 5i
What would be your order of preference for the above noted stocks with regards to earnings growth over the next 3-4 years within either a non registered acct or a TFSA ?
Thanks
Bill C
What would be your order of preference for the above noted stocks with regards to earnings growth over the next 3-4 years within either a non registered acct or a TFSA ?
Thanks
Bill C
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Meta Platforms Inc. (META $732.62)
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Microsoft Corporation (MSFT $425.02)
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NVIDIA Corporation (NVDA $189.87)
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Oracle Corporation (ORCL $165.19)
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ServiceNow Inc. (NOW $114.34)
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ASML Holding N.V. (ASML $1,444.25)
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Applovin Corporation (APP $563.89)
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Nebius Group N.V. (NBIS $95.81)
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Ouster Inc. (OUST $23.78)
Q: Could you please rank the following stocks from most to least desirable for a new position:
NBIS, NVDA, LMN, META, CSU, MSFT, APP, TOI, ASML, NOW, OUST, ORCL
NBIS, NVDA, LMN, META, CSU, MSFT, APP, TOI, ASML, NOW, OUST, ORCL
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NVIDIA Corporation (NVDA $189.87)
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Emerson Electric Company (EMR $150.02)
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5N Plus Inc. (VNP $20.75)
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Monolithic Power Systems Inc. (MPWR $1,171.62)
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Arista Networks Inc. (ANET $149.24)
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Vertiv Holdings LLC Class A (VRT $195.33)
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Palantir Technologies Inc. (PLTR $150.83)
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Applovin Corporation (APP $563.89)
Q: Thank you for the excellent market update comparing the AI boom to history. What are the top 'capex-light' companies that you feel may participate in the AI boom?
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Alphabet Inc. (GOOG $334.42)
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United Rentals Inc. (URI $770.19)
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Monolithic Power Systems Inc. (MPWR $1,171.62)
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Axon Enterprise Inc. (AXON $516.90)
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CECO Environmental Corp. (CECO $70.82)
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EnerSys (ENS $184.31)
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Applovin Corporation (APP $563.89)
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Nebius Group N.V. (NBIS $95.81)
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Karman Holdings Inc. (KRMN $112.69)
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Ouster Inc. (OUST $23.78)
Q: Firstly, thank you for your services.
Please list “in order” your top 10 US and top 10 CND growth focussed stocks, long term hold.
Entry prices for the top in each.
Thank you
Please list “in order” your top 10 US and top 10 CND growth focussed stocks, long term hold.
Entry prices for the top in each.
Thank you
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PayPal Holdings Inc. (PYPL $53.15)
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Visa Inc. (V $330.47)
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Galaxy Digital Inc. Class A common stock (GLXY $41.26)
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Shift4 Payments Inc. Class A (FOUR $58.69)
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Applovin Corporation (APP $563.89)
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Coinbase Global Inc (COIN $198.11)
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Sezzle Inc. (SEZL $70.73)
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
Q: With reference to your today evening's comments, after SEC investigation was reported by Bloomberg, Could you please elaborate, if after this dip, stock is buyable at current level ( $550 - $555 , after market) to start a new partial position, for a long term hold ?
Also, when do you believe, it gets interesting, to step up to a full position, if there is a further decline ?
Thank You
Also, when do you believe, it gets interesting, to step up to a full position, if there is a further decline ?
Thank You
Q: Any concern with this recent dip? Buying opportunity ?
Q: App is down 25% today, seemingly over a lawsuit,isthis of concern or a buying opportunity?
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Alphabet Inc. (GOOG $334.42)
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Nutanix Inc. (NTNX $39.16)
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Axon Enterprise Inc. (AXON $516.90)
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CECO Environmental Corp. (CECO $70.82)
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Applovin Corporation (APP $563.89)
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SoFi Technologies Inc. (SOFI $24.55)
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Robinhood Markets Inc. (HOOD $102.18)
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Sportradar Group AG (SRAD $18.64)
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Nebius Group N.V. (NBIS $95.81)
Q: Looking to reduce holding size after very favourable gains. What 3 or 4 names in the US would you consider for re deployment? (I hold NBIS already). Thanks.
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Applovin Corporation (APP $563.89)
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Genius Sports Limited (GENI $9.34)
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Robinhood Markets Inc. (HOOD $102.18)
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Cellebrite DI Ltd. (CLBT $15.33)
Q: Hi team,
What’s your latest take on Clbt? Is it worth holding for a hopeful recovery ? Or is there overall”better” growth names a guy should own instead right now ? Names I was debating replacing Clbt with were APP, Hood , Geni. Of these 4 names mentioned how would you rank them for potential over the next few years? Or is there another top pick of another US name you would choose today?
Thanks
Shane
What’s your latest take on Clbt? Is it worth holding for a hopeful recovery ? Or is there overall”better” growth names a guy should own instead right now ? Names I was debating replacing Clbt with were APP, Hood , Geni. Of these 4 names mentioned how would you rank them for potential over the next few years? Or is there another top pick of another US name you would choose today?
Thanks
Shane
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Flex Ltd. (FLEX $65.73)
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Arista Networks Inc. (ANET $149.24)
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ASML Holding N.V. (ASML $1,444.25)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $338.05)
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Cloudflare Inc. Class A (NET $179.64)
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Applovin Corporation (APP $563.89)
Q: Hi,
I know, lots of names here - feel free to take extra points. These mostly looks pretty good to me technically and I believe they've had good earnings. Of the list which are your favourites? Do any have negative things to be aware of, and if buying what order might you accumulate them in?
Many thanks for all your helpful insight!
I know, lots of names here - feel free to take extra points. These mostly looks pretty good to me technically and I believe they've had good earnings. Of the list which are your favourites? Do any have negative things to be aware of, and if buying what order might you accumulate them in?
Many thanks for all your helpful insight!
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Galaxy Digital Inc. Class A common stock (GLXY $41.26)
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Applovin Corporation (APP $563.89)
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Robinhood Markets Inc. (HOOD $102.18)
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BlackSky Technology Inc. Class A (BKSY $25.78)
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Rubrik Inc. Class A (RBRK $58.14)
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Rocket Lab Corporation (RKLB $86.43)
Q: Dear 5i
Out of the above listed stocks , what would be your order of preference in a margin account and a TFSA account . By preference i mean level of earnings and quality of company ?
Also would you add any of these names to an RRSP , assuming an otherwise balanced portfolio , or perhaps consider CLS , Nebius or SRAD instead ?
Thanks
Bill C
Out of the above listed stocks , what would be your order of preference in a margin account and a TFSA account . By preference i mean level of earnings and quality of company ?
Also would you add any of these names to an RRSP , assuming an otherwise balanced portfolio , or perhaps consider CLS , Nebius or SRAD instead ?
Thanks
Bill C
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Broadcom Inc. (AVGO $330.17)
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Applovin Corporation (APP $563.89)
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Nvidia CDR (CAD Hedged) (NVDA $43.02)
Q: Good morning,
If an investor has done very well with NVDA (thanks to 5i) and it has grown to 12% of a portfolio, would it make sense to reduce one's NVDA position and invest in either AVGO or APP at this time? If so, which might you lean to?
Thanks,
Brad
If an investor has done very well with NVDA (thanks to 5i) and it has grown to 12% of a portfolio, would it make sense to reduce one's NVDA position and invest in either AVGO or APP at this time? If so, which might you lean to?
Thanks,
Brad
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Broadcom Inc. (AVGO $330.17)
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Alphabet Inc. (GOOG $334.42)
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Intuitive Surgical Inc. (ISRG $504.75)
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Microsoft Corporation (MSFT $425.02)
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NVIDIA Corporation (NVDA $189.87)
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JPMorgan Chase & Co. (JPM $305.71)
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RTX Corporation (RTX $198.96)
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Applovin Corporation (APP $563.89)
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Nebius Group N.V. (NBIS $95.81)
Q: Hey everyone, I have a nice amount in my TFSA account. What I’m trying to do is grow the account over time, let’s say a 25yr time period as I don’t need the money. With your crystal ball in hand and a mindset of holding forever what twenty companies would you buy today? Companies can be anywhere in the world and be in any sector but they need to trade on a North American exchange. Appreciate you playing along.
Q: Applovin just got admitted to the s&p500. I’m assuming this must be very good for the shares over the next year as all of the index trackers have to start buying it. Will it also remove some of the volatility in the share price? What other effects do you see from this index inclusion.