Q: The accelerating economic trend towards online commerce is one I feel is woefully underrepresented in my current portfolio. How would you suggest I address this today? Buy AMZN? Buy SHOP? Would half positions make sense given the strong runs these stocks have had?
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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: Hi. I have two companies in the consumer discretionary portion of my portfolio; Canadian Tire and Walmart, each comprising 5% of my total portfolio. My stock portfolio consists of 18 companies spread over most of the TSX sectors. I am contemplating gradually replacing Walmart with Amazon and would like your opinion. Thanks.
JR
JR
Q: In Today's answer to a question by Peter,
5i wrote:
"Certainly AmazonGo is something that needs to be watched, as it reduces costs and time for the customer, thus it could be very popular. But others will follow if the techology works well, and Loblaw has already started a big online push."
Is this the technology that Shopify supplies ? Is there further opportunity to invest in this type of technology .
5i wrote:
"Certainly AmazonGo is something that needs to be watched, as it reduces costs and time for the customer, thus it could be very popular. But others will follow if the techology works well, and Loblaw has already started a big online push."
Is this the technology that Shopify supplies ? Is there further opportunity to invest in this type of technology .
Q: If you could only invest in 1 US-based technology company, which one would it be? Google? Amazon? Other? Thanks in advance.
Q: Hello, above are the list of us securities i hold. Can you give me your top 5 US conviction names, mid to large cap, preferably not financials as I am already overweight this sector. Your choices do not have to be sector specific. Thank you!
MSFT (Microsoft),CVS (CVS Health),IBB (iShares Nasdaq Biotechnology ETF),AMZN (Amazon Com),RIO (Rio Tinto PLC),PG (Procter and Gamble),LULU (Lululemon Athletica Inc.),DIS (Walt Disney),NFLX (Netflix),DY (Dycom Industries),RTN (Raytheon 'B'),CVX (Chevron),TWX (Time Warner),JPM (JP Morgan Chase and Company),BAC (Bank of America)
KR
MSFT (Microsoft),CVS (CVS Health),IBB (iShares Nasdaq Biotechnology ETF),AMZN (Amazon Com),RIO (Rio Tinto PLC),PG (Procter and Gamble),LULU (Lululemon Athletica Inc.),DIS (Walt Disney),NFLX (Netflix),DY (Dycom Industries),RTN (Raytheon 'B'),CVX (Chevron),TWX (Time Warner),JPM (JP Morgan Chase and Company),BAC (Bank of America)
KR
Q: Hi 5iTeam - I'm up 28% on amazon and the p/e now at 179 is a bit disconcerning what think you for holding or selling?
Q: would these be just as good as the stocks listed in your growth portfolio meaning would it dilute results adding these to the position
Q: Do you have an opinion as to when these tech stocks will stop going down, I own them all and want to purchase more to average down (buy the dip) Just looking for your opinion, thank you!
Q: Do you think the drop today provides an opportunity to pick up a position in this stock? Thanks
Q: Hi
Why aren't the tech companies participating in this after election market rally?
Why aren't the tech companies participating in this after election market rally?
Q: Hello Peter,
I have not seen any news (yahoo, google etc) to account for a big drop today on ACQ. Any idea please? Also, can you comment on why Amazon given their release last night why their stock hardly got hit, yet DH Corp and others take a huge loss if they miss earnings, etc . Do you think it has to do with forward guidance which may lessen the losses. Thank you.
I have not seen any news (yahoo, google etc) to account for a big drop today on ACQ. Any idea please? Also, can you comment on why Amazon given their release last night why their stock hardly got hit, yet DH Corp and others take a huge loss if they miss earnings, etc . Do you think it has to do with forward guidance which may lessen the losses. Thank you.
Q: Hey team, I've decided to add these two stocks to my portfolio as long-term investments. My one hesitation is with timing. As both are sitting around all time highs right now, would you suggest holding off for a couple months to see if they decline, or would you go ahead and pull the trigger? In a perfect world I'd like to pick these up around $700/share.
Q: I had purchased both Amazon and Netflix in equal weighting for my US holdings, at 2.5% each. I rode the wave of Netflix to top $130 only to see it tumbling down right to where I started. No harm, no foul. The question is, though, is the long-term growth of Netflix intact, notwithstanding its recent slowdown? I tend to have faith in these behemoths re-inventing themselves, but it doesn't always work out. Would it make sense to move this money to Amazon, or does it make good investment sense to hang on. (The other position I was thinking of adding to instead of Amazon is NVDA, now held at 2.5%, roughly.) Thanks, as ever, for your sound advice.
Q: I'm trying to understand the above 2 companies which has a really high P/E, and yet has been refer to as a favorite. What other measurement should I be watching aside from P/E.
Q: Hi 5i:
From some data I've seen lately it appears as if Amazon is causing major problems for the big apparel retailers (among others). Do you think it is a buy despite its p/e? It seems it isn't going to change its ways anytime soon.
From some data I've seen lately it appears as if Amazon is causing major problems for the big apparel retailers (among others). Do you think it is a buy despite its p/e? It seems it isn't going to change its ways anytime soon.
Q: Hello Peter,
Could you comment on Amazon and do you consider it a buy at this time?
Thank You,
Barry
Could you comment on Amazon and do you consider it a buy at this time?
Thank You,
Barry
Q: Hello,
I purchased Amazon (AMZN) as a long term holding and for the past few years it has performed very well. With the Alibaba IPO approaching, the stock price has taken a bit of a hit, would it be wise to take profits?
Thank you.
I purchased Amazon (AMZN) as a long term holding and for the past few years it has performed very well. With the Alibaba IPO approaching, the stock price has taken a bit of a hit, would it be wise to take profits?
Thank you.
Q: Hello,Peter and your team
I bought amazon(Amzn) around $400, recently it came down a lot, do I hold or sell, Thank you!
Yingzi
I bought amazon(Amzn) around $400, recently it came down a lot, do I hold or sell, Thank you!
Yingzi
Q: I understand Amazon isn't your area of expertise, but can you give us your opinion of Amazon. If you look at a 10 year graph, one would think that steep curve upward signals it's in bubble territory.
For a company that still hasn't made any profits, are you optimistic about Amazon living up to its share price?
For a company that still hasn't made any profits, are you optimistic about Amazon living up to its share price?
Q: What are your thoughts on Amazon (AMZN), with the recent decline in prices would it be a good time to buy?