Q: Can you name 3 undervalued U.S. growth Stocks that have good growth potential. Preferred to purchase and leave be for 10 + years.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Eli Lilly and Company (LLY)
- Berkshire Hathaway Inc. (BRK.B)
- Vertiv Holdings LLC Class A (VRT)
Q: 1) If you could only hold 10 names from 5i’s Balanced portfolio with the aim of maximizing total returns over 10 years, what would you choose?
2) Same as previous question, but the 10 names can be any security, Canadian or U.S.
Thank you!
(Public question)
2) Same as previous question, but the 10 names can be any security, Canadian or U.S.
Thank you!
(Public question)
- Booking Holdings Inc. (BKNG)
- The Walt Disney Company (DIS)
- Ulta Beauty Inc. (ULTA)
- Innovative Industrial Properties Inc. (IIPR)
- Crocs Inc. (CROX)
- Paramount Global (PARA)
Q: Hi -
It's usually enough to read the answers to other questions, but thought I would finally ask one. I am down on the three companies above. I am relatively new to investing and started in 2021 at all time highs. Being new to the stock market, it was interesting to watch some of my shares go down but for most part I am confident they are good long term and it is much more fun watching them go back up! I'm about 10 years away from retirement and for the most part plan to hold long term. Would you consider any of these a sell (PARA?), and add any of the following today...AVGO, HD, SBUX, AAPL. What would a few of your highest conviction US companies (any sector) be if not adding to those mentioned (already own MSFT, GOOGL,V). If considered a hold, I do have some cash to add or start a new position. I've been watching CROX, but just not purchased yet.
Thank you! Always enjoy reading the questions and monthly report updates.
It's usually enough to read the answers to other questions, but thought I would finally ask one. I am down on the three companies above. I am relatively new to investing and started in 2021 at all time highs. Being new to the stock market, it was interesting to watch some of my shares go down but for most part I am confident they are good long term and it is much more fun watching them go back up! I'm about 10 years away from retirement and for the most part plan to hold long term. Would you consider any of these a sell (PARA?), and add any of the following today...AVGO, HD, SBUX, AAPL. What would a few of your highest conviction US companies (any sector) be if not adding to those mentioned (already own MSFT, GOOGL,V). If considered a hold, I do have some cash to add or start a new position. I've been watching CROX, but just not purchased yet.
Thank you! Always enjoy reading the questions and monthly report updates.
- Amazon.com Inc. (AMZN)
- Booking Holdings Inc. (BKNG)
- Alimentation Couche-Tard Inc. (ATD)
- Ulta Beauty Inc. (ULTA)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Crocs Inc. (CROX)
- Boyd Group Services Inc. (BYD)
Q: Thank you for all you do. You are lowering my retirement age and it is greatly appreciated. Can you please rank the above consumer discretionary stocks?
Thanks again.
Thanks again.
- Booking Holdings Inc. (BKNG)
- AutoZone Inc. (AZO)
- Ulta Beauty Inc. (ULTA)
- Crocs Inc. (CROX)
- Pool Corporation (POOL)
Q: May you provide an update on POOl. It was a frequent mention of your’s in the past.
How compelling does it appear currently?
Where does it rank in your favorites in the US consumer discretionary picks? If possible, suggest your ingest conviction names and include your ranking.
Thank you for your excellent service, as usual.
How compelling does it appear currently?
Where does it rank in your favorites in the US consumer discretionary picks? If possible, suggest your ingest conviction names and include your ranking.
Thank you for your excellent service, as usual.
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- United Rentals Inc. (URI)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Berkshire Hathaway Inc. (BRK.B)
- CrowdStrike Holdings Inc. (CRWD)
- Docebo Inc. (DCBO)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Nextracker Inc. (NXT)
Q: Hello 5i,
On Feb 28th 5i provided answers to Jacques and David on the top 10 US and CAD stocks to own in a TFSA. Thank you for that answer.
Can you please provide the top 12 stocks overall (CAD or US) in order of priority that should be in a TFSA? We have both US and CDN funds + CDR's. Diversity is not important at this time and we are anticipating that US stocks will outnumber CAD stocks in the top 12. Funds are not required for 6 years or more.
If this was your TFSA, would you have equal weighting or will one or more of the stocks have a higher weighting compared to other stocks? If yes, can you identify the stock(s) and the % of weighting? We can equal weight the remaining stocks.
Thank you
D&J
On Feb 28th 5i provided answers to Jacques and David on the top 10 US and CAD stocks to own in a TFSA. Thank you for that answer.
Can you please provide the top 12 stocks overall (CAD or US) in order of priority that should be in a TFSA? We have both US and CDN funds + CDR's. Diversity is not important at this time and we are anticipating that US stocks will outnumber CAD stocks in the top 12. Funds are not required for 6 years or more.
If this was your TFSA, would you have equal weighting or will one or more of the stocks have a higher weighting compared to other stocks? If yes, can you identify the stock(s) and the % of weighting? We can equal weight the remaining stocks.
Thank you
D&J
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- AbbVie Inc. (ABBV)
- Eli Lilly and Company (LLY)
- lululemon athletica inc. (LULU)
- Hilton Worldwide Holdings Inc. (HLT)
- Crocs Inc. (CROX)
Q: I have been watching NVDA grow to an ever more out-sized percentage of my portfolio, and have been meaning to trim, but have delayed while I consider where to put the money.
Can you recommend some US growth options in either the consumer cyclical or healthcare sectors? I have a 5-10 year time range.
Can you recommend some US growth options in either the consumer cyclical or healthcare sectors? I have a 5-10 year time range.
Q: Looking for advice on how to rank these 3 stocks for a medium-term investment. All seem solid based on past performance and metrics but not sure if any have a particular advantage given their respective foci and expansion potential.
Q: If you had to choose today? Which would you prefer? BKNG or CROX?
Thanks
Thanks
Q: Prior to earning BKNG has gone up to $3900 a share and on earnings pulled back to around $3500. Is this a good entry point to add to my position or do you have any concerns about the stock for the next 2-3 years? Thanks in advance
Regards,
Brendan
Regards,
Brendan
- Amazon.com Inc. (AMZN)
- Booking Holdings Inc. (BKNG)
- Starbucks Corporation (SBUX)
- PulteGroup Inc. (PHM)
Q: Hello team
I have decided to sell my position in SBUX.
Could you recommend 3 consumer discretionary US stocks as possible replacements?
Thank you
I have decided to sell my position in SBUX.
Could you recommend 3 consumer discretionary US stocks as possible replacements?
Thank you
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Eli Lilly and Company (LLY)
- Celestica Inc. Subordinate Voting Shares (CLS)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Axon Enterprise Inc. (AXON)
- Eagle Materials Inc (EXP)
- Powell Industries Inc. (POWL)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Lumine Group Inc. (LMN)
- Nextracker Inc. (NXT)
Q: Thanks to 5i, over the recent past, I have DCA these stocks, holding less than 5% with room to add based on your advice.
a) 3% - AXON VRT HPS ISRG LMN
b) 2% - BKNG CLS LLY NVDA CELH
c) 1% - POWL NXT EXP
Please rank those that you would be comfortable adding to [DCA] now - with target percentages. For example, would you add to AXON first and, if so, to what percentage.
.
a) 3% - AXON VRT HPS ISRG LMN
b) 2% - BKNG CLS LLY NVDA CELH
c) 1% - POWL NXT EXP
Please rank those that you would be comfortable adding to [DCA] now - with target percentages. For example, would you add to AXON first and, if so, to what percentage.
.
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Booking Holdings Inc. (BKNG)
- Abbott Laboratories (ABT)
- AutoZone Inc. (AZO)
- UnitedHealth Group Incorporated (DE) (UNH)
- BRP Inc. Subordinate Voting Shares (DOO)
- Ulta Beauty Inc. (ULTA)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: My wife and I have accumulated a fair amount of cash in our RRSP we would now like to invest. We have at least 5 years time horizon. We are well represented in Oil, Banks, Tech., financial. We have some reits as well. Not much retail or healthcare. We like growth and dividends and not too concerned about higher weightings in the right industries (we are considering more banks and tech, as well as minerals for batteries). We have about 40K which is about 10% of our portfolio. What would you consider good value right now? It seems many tech stocks are priced very high right now so would you avoid tech at the moment? Can you suggest 5 value stocks? Thanks.
Q: With the down day and negative news on Friday for BKNG, I’ve been thinking of selling and buying into SYK. Bookings has had a good run but if travel is measurably slowing it may make sense to migrate into a company that has a more positive outlook. Thoughts??
Q: Any concerns with the Booking Holdings results? Possible regulatory issues in Spain.
- Booking Holdings Inc. (BKNG)
- United Rentals Inc. (URI)
- Axon Enterprise Inc. (AXON)
- Powell Industries Inc. (POWL)
- Vertiv Holdings LLC Class A (VRT)
- Mitek Systems Inc. (MITK)
- Nextracker Inc. (NXT)
Q: How would you rank the named companies for inclusion in a balanced portfolio today? Would the rankings shift for a growth portfolio?
- Booking Holdings Inc. (BKNG)
- United Rentals Inc. (URI)
- Axon Enterprise Inc. (AXON)
- Powell Industries Inc. (POWL)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Mitek Systems Inc. (MITK)
- Nextracker Inc. (NXT)
Q: Are there alternatives to MITK and BKNG that you feel would be better to have in a portfolio today?
Q: Morning, your review of the BKNG quarter and company please. Is it a Buy and still your top pick in travel.
thx... M
thx... M
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Super Micro Computer Inc. (SMCI)
- Vertiv Holdings LLC Class A (VRT)
Q: If this is too broad a question, please feel free to decline. If you were to start from scratch today, with a goal of maximizing total return at 10 years regardless of income/growth/dividends/distributions etc., which stocks would be on your list?
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Eli Lilly and Company (LLY)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Docebo Inc. (DCBO)
- Lumine Group Inc. (LMN)
Q: Hi Team,
I was debating if it was time to trim some NVDA after the big gains the stock has had over the past while. Do you have any quality growth names that would you suggest buying with the funds if I do decide to trim at this point? From my end I was thinking of HPS.A...would this be advisable? Or perhaps ISRG. Your opinion would be greatly appreciated.
Thanks,
Shane.
I was debating if it was time to trim some NVDA after the big gains the stock has had over the past while. Do you have any quality growth names that would you suggest buying with the funds if I do decide to trim at this point? From my end I was thinking of HPS.A...would this be advisable? Or perhaps ISRG. Your opinion would be greatly appreciated.
Thanks,
Shane.