Q: HITI reported 1st quarter revenue larger than it's market cap, and it's improving profitability with what appears to be a scalable retail model. They seem to have a membership-based business model in place that will bleed out the excess competition. Thoughts on buying a small position for a 1-2 year hold?
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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 was wondering about your thoughts on Pet Valu. Would you consider it to be at a good price to start a position in this name. How would you rate it for safety and possible upside 1-10 higher being better.
Thank you!
Thank you!
Q: Good morning folks
Would you be a buyer of Estee Lauder with its recent strength? Or would you wait for a dip..and at what price range would you be a buyer? (By you I mean me..lol)..thankyou
Would you be a buyer of Estee Lauder with its recent strength? Or would you wait for a dip..and at what price range would you be a buyer? (By you I mean me..lol)..thankyou
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Adobe Inc. (ADBE)
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Intuit Inc. (INTU)
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Constellation Software Inc. (CSU)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Copart Inc. (CPRT)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: please list 3 Canadian companies and 3 US companies with moats also show their forward P/E versus their historical P/E. in your list please exclude V. MA. and CP and CNR. thanks Richard
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LendingClub Corporation (LC)
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Exact Sciences Corporation (EXAS)
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Trupanion Inc. (TRUP)
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Pure Storage Inc. Class A (PSTG)
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Alteryx Inc. Class A (AYX)
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Redfin Corporation (RDFN)
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Photronics Inc. (PLAB)
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IES Holdings Inc. (IESC)
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Pinterest Inc. Class A (PINS)
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Chewy Inc. Class A (CHWY)
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Cloudflare Inc. Class A (NET)
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Magnite Inc. (MGNI)
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Unity Software Inc. (U)
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Upstart Holdings Inc. (UPST)
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Taboola.com Ltd. (TBLA)
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Matterport Inc. (MTTR)
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Upbound Group Inc. (UPBD)
Q: I’m invested for the long term. Do you view any of these names as no longer holding any long term potential?
Thanks
Thanks
Q: Among other holdings in my TFSA I have BN, T, RY, CNR, ATD and NVDA (ATD and NVDA at half positions) all for long term holds. Given current valuations and long term total return prospects, of the listed holdings, could you rank in which order you would direct extra funds to? Thanks.
Q: Hi Atz will report within four weeks approximately. How many new stores have they opened since last report? Are there any new stores set to open before summer? What is your intuition as to surplus inventory reported last quarter? If one wants to invest would you advise waiting until they report? I know you favour the company and it’s share have fallen 20 percent since last report. Spring is almost here and new shoots are sprouting.
Thanks and good day
Thanks and good day
Q: What are your growth stock recommendations for each timeline (besides ATZ, already own)
- Short term (1 year)?
- Mid (5 years)?
- Long (5-10 years)?
- Short term (1 year)?
- Mid (5 years)?
- Long (5-10 years)?
Q: Which Candian companies with high share of international revenue would you recommend in current environment? Please rank according to your preference [with short blurb why you like], and indicate share of international revenue.
Q: Hi guys...great service...any really undervalued stocks you think are fantastic buys at the moment? perhaps 3-5 names on both sides of the border? Perhaps names that have been unfairly punished for any reason. Thanks.
Q: I am helping my young adult daughter to start a freshly funded TFSA, she will have an approximate 50K. She is not risk adverse. At this point in the markets, besides BN, which 3 or 4 best names you would you recommend?
Thank you always for your precious advice, and holding our hand in the scary times.
Thank you always for your precious advice, and holding our hand in the scary times.
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Constellation Software Inc. (CSU)
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goeasy Ltd. (GSY)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Peter, if you were initiating or adding to positions in your TFSA, which 2-3 Canadian Companies would you be picking for maximum returns (top picks)?
Thank you
Thank you
Q: Being a one time owner of SVB some time ago, now I read I am involved with them again as ROKU dropped from 70ish to 50ish over the last few days. I find out that is their bank. I imagine there are a few other tech stocks I have that bank with them. Are we in a lot of trouble for the next while? Your thoughts are appreciated.
Q: Thoughts on how their recent quarter was. The P/S ratio looks attractive relative to historical. Also, both of these look cash flow positive. Would you take a starter position at this stage. Would these 2 be the most attractive within their sector?
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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Kinaxis Inc. (KXS)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: My wife just started a tax free savings account. She recently bought ATZ and SHOP. Can you recommend a couple good Canadian stocks for her tax free? Also Is it fine to purchase US stocks in her Canadian account? Can you recommend a couple US stocks also.
Q: Good morning 5i
Anything you say about what to add to a tfsa is interesting. This morning you responded to just that question and suggested, amongst others, tfii. You said you would add in the hopes of an upturn. As i look at the chart, though, i see that it has been rising quite well, already. Are you expecting a big move here? I ask because I have such good profits from it that i have been thinking about using it for charitable giving. If you think there is a particularly bright future for it, though, i may hold off.
I was also a bit surprised that you didn’t include Boyd. I know thatyou can’t include everything, of course. But i thought that you are positive on it. What would be the reason for not including Boyd in this group?
Thanks for the excellent service
Anything you say about what to add to a tfsa is interesting. This morning you responded to just that question and suggested, amongst others, tfii. You said you would add in the hopes of an upturn. As i look at the chart, though, i see that it has been rising quite well, already. Are you expecting a big move here? I ask because I have such good profits from it that i have been thinking about using it for charitable giving. If you think there is a particularly bright future for it, though, i may hold off.
I was also a bit surprised that you didn’t include Boyd. I know thatyou can’t include everything, of course. But i thought that you are positive on it. What would be the reason for not including Boyd in this group?
Thanks for the excellent service
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Crocs Inc. (CROX)
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Perion Network Ltd (PERI)
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InMode Ltd. (INMD)
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Shift4 Payments Inc. Class A (FOUR)
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Lantheus Holdings Inc. (LNTH)
Q: Hi 5I Team
Please suggest 5 Can & 5 US Mid-Cap to buy today.
Thanks
Best Regards
Please suggest 5 Can & 5 US Mid-Cap to buy today.
Thanks
Best Regards
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ATS Corporation (ATS)
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Cognex Corporation (CGNX)
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iRobot Corporation (IRBT)
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Pegasystems Inc. (PEGA)
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Dynatrace Inc. (DT)
Q: which small and midcap robotic companies stand out for future growth
Tx Dick
Tx Dick
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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TFI International Inc. (TFII)
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goeasy Ltd. (GSY)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: If you were setting up a TFSA with CAD equities only, what five stocks do you recommend ranked by order you would purchase. If you could give a brief reason as to why you recommended each equity, that would be appreciated.
Q: Are the CJT results today as bad as the market reactions so far? CJT is a thinly traded stock and SP over reaction to any news is the norm. What's your take on the results? Thanks.