Q: In my mind, AI was a threat to DUOL since I thought it would lower the bar considerably for people to use the open source to create a language conversion program. But I've seen many like 5i and other growth investors really like their runway. It's there any merit to my concern, or is AI in fact increasing their moat or enhancing their first-mover advantage?
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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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Analog Devices Inc. (ADI $318.34)
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Ulta Beauty Inc. (ULTA $537.39)
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Crocs Inc. (CROX $83.66)
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LPL Financial Holdings Inc. (LPLA $293.67)
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Heico Corporation (HEI $271.77)
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Interactive Brokers Group Inc. (IBKR $67.74)
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Celsius Holdings Inc. (CELH $34.08)
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Duolingo Inc. (DUOL $96.54)
Q: I was interested in your reply to Ronnie today (14th) on U.S. growth suggestions. As individual securities you suggested IBKR, LPLA, CELH, CROX, DUOL. If I was to add HEI, ADI and ULTA to that list could you rank all 8 for say 5 yr pure growth potential and then re-rank if one was seeking a balance of both growth and safety? Thank you.
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Bank of America Corporation (BAC $49.38)
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BlackRock Inc. (BLK $966.56)
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Home Depot Inc. (The) (HD $321.63)
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McDonald's Corporation (MCD $307.14)
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Philip Morris International Inc (PM $158.10)
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iShares Russell 2000 Growth ETF (IWO $318.36)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $58.98)
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Vanguard S&P 500 Index ETF (VFV $162.41)
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Invesco S&P 500 Equal Weight ETF (RSP $193.09)
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Crocs Inc. (CROX $83.66)
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LPL Financial Holdings Inc. (LPLA $293.67)
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Interactive Brokers Group Inc. (IBKR $67.74)
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Celsius Holdings Inc. (CELH $34.08)
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Duolingo Inc. (DUOL $96.54)
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ISHARES TRUST (IJT $146.86)
Q: The U.S. is growing much faster than Canada. Canada’s much slower economic growth relative to the U.S. seems to be related namely mortgage debt, Given this situation, can you suggest 1) Individual U.S. stocks for capital gain 2) Individual U.S. stocks that pay dividends, and 3) U.S. ETFs? Thank you
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Alphabet Inc. (GOOG $294.46)
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Microsoft Corporation (MSFT $373.46)
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NVIDIA Corporation (NVDA $177.39)
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CrowdStrike Holdings Inc. (CRWD $399.12)
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Vertiv Holdings LLC Class A (VRT $261.29)
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Duolingo Inc. (DUOL $96.54)
Q: 5 from 5i Tech is Going to Get Much Bigger
Very well articulated article. Based on this article what would be your top 3 picks to invest in the tech market.
Wayne
Very well articulated article. Based on this article what would be your top 3 picks to invest in the tech market.
Wayne
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Apple Inc. (AAPL $255.92)
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Adobe Inc. (ADBE $242.92)
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Amazon.com Inc. (AMZN $209.77)
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Meta Platforms Inc. (META $574.46)
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Alphabet Inc. (GOOG $294.46)
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Intuitive Surgical Inc. (ISRG $452.07)
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NVIDIA Corporation (NVDA $177.39)
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Booking Holdings Inc. (BKNG $4,194.31)
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AbbVie Inc. (ABBV $208.84)
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Salesforce Inc. (CRM $187.18)
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JPMorgan Chase & Co. (JPM $294.60)
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Eli Lilly and Company (LLY $935.58)
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Merck & Company Inc. (MRK $120.87)
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Morgan Stanley (MS $165.81)
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Prudential Financial Inc. (PRU $97.58)
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Ulta Beauty Inc. (ULTA $537.39)
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Take-Two Interactive Software Inc. (TTWO $199.87)
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Vertiv Holdings LLC Class A (VRT $261.29)
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Duolingo Inc. (DUOL $96.54)
Q: Long term holding and price appreciation of AAPL and NVDA has led to a U.S. portion of a registered portfolio weighting of 28% and 17% respectively. I'd like to take some profits on these positions and trim these weightings to diversify. Please provide your top suggestions for replacements to consider in Health, Consumer, IT, Communication, and Financial sectors with a timeframe of 10years+
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Alphabet Inc. (GOOG $294.46)
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NVIDIA Corporation (NVDA $177.39)
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Booking Holdings Inc. (BKNG $4,194.31)
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Fortinet Inc. (FTNT $82.53)
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Palo Alto Networks Inc. (PANW $163.21)
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Zscaler Inc. (ZS $138.56)
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CrowdStrike Holdings Inc. (CRWD $399.12)
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Cloudflare Inc. Class A (NET $211.69)
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Datadog Inc. (DDOG $120.36)
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Duolingo Inc. (DUOL $96.54)
Q: If one was to sell FTNT for a profit, can you name 5 other long-term names to replace with in the same sector as well as others and rank in terms of management and growth potential?
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NVIDIA Corporation (NVDA $177.39)
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Advanced Micro Devices Inc. (AMD $217.50)
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Super Micro Computer Inc. (SMCI $23.22)
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Opera Limited (OPRA $14.73)
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Redfin Corporation (RDFN)
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Lemonade Inc. (LMND $61.47)
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C3.ai Inc. Class A (AI $8.64)
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Duolingo Inc. (DUOL $96.54)
Q: MF came out with a list of AI today, and they are all up today, presumably on the news. Is there a concern that this is turning into a bubble? I know there will be spending here, but is it getting away into the danger-zone? I am considering an etf that captures a wide swath of AI. Are you able to suggest something? Thanks!
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Meta Platforms Inc. (META $574.46)
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NVIDIA Corporation (NVDA $177.39)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.58)
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Tesla Inc. (TSLA $360.59)
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Super Micro Computer Inc. (SMCI $23.22)
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Celsius Holdings Inc. (CELH $34.08)
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Palantir Technologies Inc. (PLTR $148.46)
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C3.ai Inc. Class A (AI $8.64)
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Duolingo Inc. (DUOL $96.54)
Q: What are your 10 top momentum plays?
Q: I have a full position in DUO with a 50% gain. What do you think about selling the position and replacing it with NVEI?
Q: I know 5i is rarely recommending IPOs, but I wanted to know if the team had the time to look at Duolingo? And how it would compare to other SaaS companies often recommended here for growth. It would you be for a long-term hold (10+) in a registered account.