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.
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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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Alphabet Inc. (GOOG $324.40)
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Intuitive Surgical Inc. (ISRG $492.84)
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NVIDIA Corporation (NVDA $189.86)
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RTX Corporation (RTX $196.19)
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Applovin Corporation (APP $460.38)
Q: Hi there!
What would be, in your opinion, your top 5 high-conviction growth stocks in the Canadian market — and in the U.S. market — for the next 10 years, ranked in order?
Thank you very much in advance!
Best regards,
Jacques IDS
What would be, in your opinion, your top 5 high-conviction growth stocks in the Canadian market — and in the U.S. market — for the next 10 years, ranked in order?
Thank you very much in advance!
Best regards,
Jacques IDS
Q: do you recommend these 3 and in order of preference
thank you
thank you
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NVIDIA Corporation (NVDA $189.86)
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Constellation Software Inc. (CSU $2,470.03)
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Celestica Inc. (CLS $432.76)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.64)
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Kraken Robotics Inc. (PNG $8.08)
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CrowdStrike Holdings Inc. (CRWD $408.04)
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Applovin Corporation (APP $460.38)
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Sportradar Group AG (SRAD $17.26)
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Lumine Group Inc. (LMN $20.00)
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Nebius Group N.V. (NBIS $92.88)
Q: My tech holdings have once again climbed to a big part of my portfolio (37%). So it is time to trim/sell some holdings. Can you please rank the above holdings, favorite to least favorite right now. Portfolio allocation recommends 16 %, but i will probably aim for 25-30%. Does that sound reasonable? Tech companies seem to be the ones that are growing the fastest.
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Celestica Inc. (CLS $432.76)
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goeasy Ltd. (GSY $130.00)
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kneat.com inc. (KSI $4.21)
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Vitalhub Corp. (VHI $8.00)
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Kratos Defense & Security Solutions Inc. (KTOS $98.81)
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Vertiv Holdings LLC Class A (VRT $202.00)
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Palantir Technologies Inc. (PLTR $142.91)
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Applovin Corporation (APP $460.38)
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Coinbase Global Inc (COIN $167.25)
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Robinhood Markets Inc. (HOOD $86.56)
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IonQ Inc. (IONQ $35.48)
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Propel Holdings Inc. (PRL $25.56)
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Nebius Group N.V. (NBIS $92.88)
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SoundHound AI Inc. (SOUN $8.81)
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Rocket Lab Corporation (RKLB $75.86)
Q: In the past few weeks you have answered questions and reviewed results on a number of stocks that generate a considerable amount of attention and endorsement by 5i
such as - HOOD,VRT,COIN,PLTR,KSI,APP,IONQ,PRL,GSY,KTOS,SOUN,RKLB,VHI,NBIS and CLS - having digested those recent results and conference calls are there any that have impressed beyond your expectations or, conversely, raised any red flag?
Thanks,
Terry
such as - HOOD,VRT,COIN,PLTR,KSI,APP,IONQ,PRL,GSY,KTOS,SOUN,RKLB,VHI,NBIS and CLS - having digested those recent results and conference calls are there any that have impressed beyond your expectations or, conversely, raised any red flag?
Thanks,
Terry
Q: Your thoughts on the quarter? The share price seems to be rocketing today.
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Meta Platforms Inc. (META $677.37)
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Alphabet Inc. (GOOG $324.40)
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Monolithic Power Systems Inc. (MPWR $1,206.18)
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Pegasystems Inc. (PEGA $41.84)
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Applovin Corporation (APP $460.38)
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Genius Sports Limited (GENI $6.34)
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BlackSky Technology Inc. Class A (BKSY $24.71)
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Sportradar Group AG (SRAD $17.26)
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ODDITY Tech Ltd. (ODD $29.70)
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Nebius Group N.V. (NBIS $92.88)
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Sezzle Inc. (SEZL $67.51)
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Nvidia CDR (CAD Hedged) (NVDA $42.93)
Q: For a TFSA how would you rate this group. Willing to accept risk - looking for high return over 3-5 year period. Not tied to any If any not suitable, please suggest others. Bottom line - please advise your high conviction list of 7. Thank you.
Q: I feel like I ask this question every few months, and suspect that it is a hard one to know with confidence- but here goes. The Trade Desk- it bounces up and down, recently with a drop over 50%. Does this look like a reliable bet going forward? Do you trust its momentum to continue near term? Is there an alternative you would recommend?
Thank you.
Thank you.
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Goosehead Insurance Inc. (GSHD $57.45)
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Shift4 Payments Inc. Class A (FOUR $58.61)
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Applovin Corporation (APP $460.38)
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Coinbase Global Inc (COIN $167.25)
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Cantaloupe Inc. (CTLP $10.47)
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Robinhood Markets Inc. (HOOD $86.56)
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Nebius Group N.V. (NBIS $92.88)
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Circle Internet Group Inc. Class A (CRCL $60.10)
Q: How would you rank the listed companies for new money today in a growth oriented portfolio?
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Celestica Inc. (CLS $432.76)
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CrowdStrike Holdings Inc. (CRWD $408.04)
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Palantir Technologies Inc. (PLTR $142.91)
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Applovin Corporation (APP $460.38)
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Coinbase Global Inc (COIN $167.25)
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Robinhood Markets Inc. (HOOD $86.56)
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Nebius Group N.V. (NBIS $92.88)
Q: What are some companies that would meet the criteria of accelerating earnings earnings surprises broker upgrades increase trade volume that 5i discussed on July 7 I am thinking CLS Any others that come to mind? Thx
Q: What do you make of the whiplash performance of this stock!
I understand the stock was not included in the index but this is unreal.
Is there a news I am not seeing?
I understand the stock was not included in the index but this is unreal.
Is there a news I am not seeing?
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Adobe Inc. (ADBE $266.90)
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Amazon.com Inc. (AMZN $208.72)
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Alphabet Inc. (GOOG $324.40)
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Intuitive Surgical Inc. (ISRG $492.84)
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NVIDIA Corporation (NVDA $189.86)
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JPMorgan Chase & Co. (JPM $322.10)
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Eli Lilly and Company (LLY $1,044.67)
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Applovin Corporation (APP $460.38)
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Coinbase Global Inc (COIN $167.25)
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Robinhood Markets Inc. (HOOD $86.56)
Q: I enjoy all the questions that pass through. I’m not into day trading but certainly add a couple swing trades in as a boost as well as selling calls.
With the question you answered about Canadian companies for day trading would you please provide a few US names that would fit your criteria.
Thank you.
With the question you answered about Canadian companies for day trading would you please provide a few US names that would fit your criteria.
Thank you.
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Sylogist Ltd. (SYZ $3.93)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $199.64)
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kneat.com inc. (KSI $4.21)
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Goosehead Insurance Inc. (GSHD $57.45)
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Galaxy Digital Inc. Class A common stock (GLXY $28.73)
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Shift4 Payments Inc. Class A (FOUR $58.61)
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Palantir Technologies Inc. (PLTR $142.91)
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Applovin Corporation (APP $460.38)
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Cantaloupe Inc. (CTLP $10.47)
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Genius Sports Limited (GENI $6.34)
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Sportradar Group AG (SRAD $17.26)
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D2L Inc. Subordinate Voting Shares (DTOL $11.15)
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Symbotic Inc. (SYM $62.54)
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Nebius Group N.V. (NBIS $92.88)
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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!
Q: APP is up13% after earnings but still down significantly from its highs. Would you be a buyer today?
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Adobe Inc. (ADBE $266.90)
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Alphabet Inc. (GOOG $324.40)
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JPMorgan Chase & Co. (JPM $322.10)
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S&P Global Inc. (SPGI $444.19)
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Applovin Corporation (APP $460.38)
Q: Two part question here. I am trying to add PEG ratio to my thinking about stocks. It seems like a useful metric that combines growth with value. But I don't see it listed frequently enough for Canadian equities. I presume you work with trailing P/E and divide it by growth rather than forward P/E. Is that correct? I also realize I should be looking out for oddities in trailing P/E that shift it one way or another. Anything else I should be looking for? Second, I look at GOOG and it reads well at both a very reasonable forward P/E and PEG under 1. Are there other stocks you see with that combination? Thank-you.
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Canadian Natural Resources Limited (CNQ $53.12)
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Granite Real Estate Investment Trust (GRT.UN $88.04)
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Blackstone Inc. (BX $131.42)
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The Trade Desk Inc. (TTD $27.04)
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Applovin Corporation (APP $460.38)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $69.81)
Q: I plan to sell CNQ BAM GRT.UN and TTD for tax losses. Can you please suggest proxies for each of these companies.
Thanks
Thanks
Q: For a three year timeline in my growth allocation, would you go with Propel or with Applovin in simple terms of potential price appreciation?
Q: Another day, another short report on Applovin. All the reports say something to the effect that Applovin tracks users in a way that the major platforms Apple and Google forbid. The worry is a deplatforming at some point. What do you make of this?
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Goosehead Insurance Inc. (GSHD $57.45)
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Freshworks Inc. (FRSH $8.63)
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Strategy Inc (MSTR $138.45)
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Shift4 Payments Inc. Class A (FOUR $58.61)
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Palantir Technologies Inc. (PLTR $142.91)
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Snowflake Inc. (SNOW $175.95)
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Applovin Corporation (APP $460.38)
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Cantaloupe Inc. (CTLP $10.47)
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Cellebrite DI Ltd. (CLBT $14.65)
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Symbotic Inc. (SYM $62.54)
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Nebius Group N.V. (NBIS $92.88)
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UFP Technologies Inc. (UFPT $265.41)
Q: How would you rank the following for a growth oriented long-term hold: NBIS, PLTR, FOUR, SYM, CLBT, GSHD, UFPT, SNOW, CTLP, MSTR, FRSH, APP
Q: If we liked Applovin at $515, shouldn’t we be lovin’ it at $315, especially after a likely-bogus short attack?
How do you like it here for a 3 year hold?
How do you like it here for a 3 year hold?