Q: Could you comment on the Q4 and full year numbers. Is this becoming a profitable co. Would you buy?
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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: Which would you say has more potential to be very successful, NVEI or LSPD?
Q: I am currently 14.5% NVDA in a 1.2M portfolio. Should I trim back my shares and go into QQQ or VGT?
- BRP Inc. Subordinate Voting Shares (DOO)
- EQB Inc. (EQB)
- Copart Inc. (CPRT)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: The top spots on my watchlist contains the following names (Adyen doesn't come up in your search so it won't show in the company box above. Would you rank in which order you would add to or start a position in these names based on our current situation. The companies are ADYEN, DOO, EQB, LUMINE, BN, NVEI, Copart. Thx
Q: Good morning, which would you buy first in the balanced portfolio, shopify or descartes?
Thanks, Rod
Thanks, Rod
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Check Point Software Technologies Ltd. (CHKP)
- CrowdStrike Holdings Inc. (CRWD)
Q: Hello 5i; I would appreciate your thoughts on cybersecurity stocks. I know you like CRWD but asking about CHKP and your take on the best in this space. Many thanks as always. Barbara
Q: Exro released earnings. Thoughts? It’s very early but what do you think? Is it a good speculative stock? Potential?
Q: Please give me your read on this ETF. Is it a good allocation of capital in a growth industry, capital preservation and diversity?
Much appreciated.
Much appreciated.
Q: How would you categorize Lumine Group in one’s portfolio in terms of geography? Canadian, US, or international equity?
Q: Thinking of getting into Lumine Group. What is the valuation like, compared to CSU and TOI? Thanks
Q: What percentage of your account should you have the QQQ stocks?
- Intuit Inc. (INTU)
- Alimentation Couche-Tard Inc. (ATD)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Digital Turbine Inc. (APPS)
- Sprout Social Inc (SPT)
Q: Good Morning,
In my (hopefully) high growth basket of stocks, I would like to do some consolidation. The partnership with TikTok is supposed to be beneficial for Sprout Social, but with the security concerns about TikTok in the recent news, do you think that Sprout will be significantly impacted? If so (or if you no longer like Sprout) in what order might you consider adding to the following: LNTH, APPS, ATZ, INTU, ATD for a 3-year hold? Thanks. Brad
In my (hopefully) high growth basket of stocks, I would like to do some consolidation. The partnership with TikTok is supposed to be beneficial for Sprout Social, but with the security concerns about TikTok in the recent news, do you think that Sprout will be significantly impacted? If so (or if you no longer like Sprout) in what order might you consider adding to the following: LNTH, APPS, ATZ, INTU, ATD for a 3-year hold? Thanks. Brad
Q: Good morning Peter, Ryan, and Team,
In our combined accounts, Portfolio Analytics indicates that the Technology sector is overweight by 4.53%.
To reduce the overweight position to 2.76%, ENGH could be sold at a reasonable profit, given the length of time it’s been held.
Our other holdings in this sector are CSU, KXS, TOI, and LMN. (If we also sold LMN, our new overweight position would drop to 2.62%) Would you endorse selling only ENGH or both ENGH and LMN to free up some $ for under-represented sectors?
Thanks as always for your thoughts.
In our combined accounts, Portfolio Analytics indicates that the Technology sector is overweight by 4.53%.
To reduce the overweight position to 2.76%, ENGH could be sold at a reasonable profit, given the length of time it’s been held.
Our other holdings in this sector are CSU, KXS, TOI, and LMN. (If we also sold LMN, our new overweight position would drop to 2.62%) Would you endorse selling only ENGH or both ENGH and LMN to free up some $ for under-represented sectors?
Thanks as always for your thoughts.
- Adobe Inc. (ADBE)
- Autodesk Inc. (ADSK)
- Alphabet Inc. (GOOG)
- Illumina Inc. (ILMN)
- Intuit Inc. (INTU)
- Booking Holdings Inc. (BKNG)
- PayPal Holdings Inc. (PYPL)
- United Rentals Inc. (URI)
- Block Inc. Class A (SQ)
- Etsy Inc. (ETSY)
- Axon Enterprise Inc. (AXON)
- Pinterest Inc. Class A (PINS)
- CrowdStrike Holdings Inc. (CRWD)
- Unity Software Inc. (U)
- Lantheus Holdings Inc. (LNTH)
Q: Hi 5i Team,
I’m down on all the above stocks as follows CRWD Down 36%, ETSY down 40%, PINS down 52%, PYPL down 64%, SQ down 72% and U down 77%.
With a 2 to 3 year horizon which of these are worth holding and which once I should sell and can you suggest US replacements and not necessarily in the same asset class. Just good stable companies that have good growth potential to outperform the indexes.
Take as many credits as you feel necessary.
Thanks
Joe
I’m down on all the above stocks as follows CRWD Down 36%, ETSY down 40%, PINS down 52%, PYPL down 64%, SQ down 72% and U down 77%.
With a 2 to 3 year horizon which of these are worth holding and which once I should sell and can you suggest US replacements and not necessarily in the same asset class. Just good stable companies that have good growth potential to outperform the indexes.
Take as many credits as you feel necessary.
Thanks
Joe
Q: Would you recommend purchasing Crowdstrike Holdings (cyber security) at current levels ($129.00/$132.00) as a 3 to 5 year hold? if no, any better recommendations in this field?
Many thanks
Many thanks
Q: Hi Peter,
Hi Peter, I wanted to get your thoughts on Lumine Group. Would you initiate a position at this level (mid $15 range). Just wondering your thoughts after it has traded just under a week.
Thanks for all your great work.
Frank
Hi Peter, I wanted to get your thoughts on Lumine Group. Would you initiate a position at this level (mid $15 range). Just wondering your thoughts after it has traded just under a week.
Thanks for all your great work.
Frank
Q: Your thoughts please on the quarter?
Thx
Thx
Q: I have built up a position in TIXT and plan to hold it for a very very long time. I now also have some shares of LMN spun out from CSU. The LMN shares are approximately 1% of my CSU position and an even tinier fraction of the overall portfolio. Wondering if I should just roll the shares of LMN into my TIXT position and would be more inclined to do so if there is considerable overlap in their businesses. Your thoughts please?
Thanks.
Thanks.
- Adobe Inc. (ADBE)
- Intuit Inc. (INTU)
- Thomson Reuters Corporation (TRI)
- S&P Global Inc. (SPGI)
- Fair Isaac Corporation (FICO)
Q: Could you please comment on TRI, its valuation and why it defies gravity seemingly independent of its peers? Does it have comparables and what is future growth potential?
Q: Hi, Your thesis about trading of Lumine shares, during initial days makes sense and seems to be proving itself right. Brilliant !!! Based on no of shares already traded and more selling expected in coming days from the Index funds ( appx holding of LMN shares across Index board ), when and at what level, you expect the shares to settle, before it would be safe to start accumulating ? Thank You