Investment Q&A

Q: If you could only buy one of these companies for long term growth which would you make the case for? Obviously AMZN is an order of magnitude larger. They are both slotted into the consumer discretionary sector, but how closely do you see them tracking to the factors that would move that sector? Do you foresee AMZN initiating a dividend one day? Does any other U.S. name stand out to you that you vastly prefer? Thanks for your thoughts.

Q: VUG seems to have out performed VOO over the years. Is there an argument for VOO over VUG if one just wanted to own just one ETF.

Q: Hi, 5i

I'm not sure I have the correct ticker symbol above as there were three to choose from for Flutter. I've held this stock since the Amaya days and, simply because of my own inaction and intertia, I now have something crazy like a 1500% return.

My question is around this special meeting and vote. Can you just touch on the pros and cons of what I'm voting on and what you think is the path to continuing to see a great return?

Thanks for doing what you do.

Robert

Q: Hello 5i,
We now have a number of shares of Solventum Corp. (as a "reorganization" from 3M) in a Spousal RRSP, soon to be RRIF.
Normally, we are dividend-oriented (retirees looking for income) and as a result I don't know what to make of this little "windfall".
What can you tell us, or what should we know about this equity? What do you think its prospects are for the medium term, 3 - 5 years? Should we keep or sell?
If I understand correctly, it has been placed in the Healthcare sector. I have just asked a previous question (not yet answered) about needing something else in Healthcare beyond our primary holding of HHL. Can you see this as a viable option for us?
Many thanks for any light you can shed on this!!
Cheers,
Mike

Q: Hi Folks,
In my RRSP account which is well diversified - I am looking at selling some ENB and topping up my position in either VISA or APPLE. May I have your opinion as to which one you think would be best at this time.
Thanks

Q: have a nice move recently. thanks for flagging this company. do you see continued upside looking out 3 years.

Q: Why the big drop on ELF?

Q: Hi
Thank you for all your assistance with my stock questions. I am looking at Data Dog, which I understand provides software that assists companies with their infrastructure which includes, monitoring, application performance monitoring etc. Could you tell me a bit more about this company and whether it has room to grow.
Thanks, Len

Q: Please give me your analysis of this company: Roivant (ROIV) and compare it with its peers.

Thank you as always

Q: Please give me opinion on Emerson Electric. It reportly is one of the largest share buy back purchasers in the S&P 500, has a low PE and a large player in a number of growth industries. Thanks for your analysis

Q: Post your earlier comments on UlTA….do you see this as buy,sell,hold?

Q: You were last asked to opine on Draft Kings on Sept.11th. How do you feel about it now? I know it took a hit recently on news that college basketball is considering a ban on “prop betting.” But that may have little overall impact on revenue. I assume sports betting is here to stay and this seems to be a leader hence my interest. Thanks.

Jason

Q: Hi Peter and 5i,
What is happening with ULTA today? Down 11.5% as I write this.
Thanks so much for the update.

Q: This stock is up 3.1% YTD and 17.6% 1 Year.

Not a bad performance but certainly underperfoming the general market.

There are a lot of excellent companies on New York and Nasdaq that have a much steeper growth profile than QSR.

If you were to look at the universe of their consumer segment of the market which US company do you feel would have the highest growth potential over the next 3 years. (Other than SBUX)

With thanks


Sheldon

Q: Please rank these royalty companies in order of preference disregarding the market cap. Thanks.

Q: What to do about LULU? I have half positions in LULU, BKNG and BYD. It appears that there has been a shift in consumer spending to frugality and, if so, sell, hold LULU or move funds to one of the others to full positions or move to another discretionary stock?

Q: Can you please take us through the investment case for this company as well as make a recommendation as to whether it is a buy, sell or hold and how it compares to some of your favs like VRT and SMCI? Please provide a clear answer on what an attractive entry point might be if you like the company.

Q: Hi Peter, thoughts ? the chart breakout looks good . Thanks.,

Q: Aerospace service, repairs, parts and maintenance for existing airline fleets is a likely growth area for many years as the ability of airplane manufacturers to satisfy market needs is hampered. Can you offer 3 or 4 of the larger companies in this area likely to benefit from this growth, provide some direction as to current valuation, level of debt, insider ownership, share buyback activity and provide a single recommendation that is your pick for best of breed in this area. Finally would you buy that pick at the current share price for a 3 year hold. Love the question and looking forward to your answer!!! Thank you.

Q: Hi Team,
I am debating initiating a position in CTS (Converge). How much confidence do you have in the name? Do you see them being extremely successful in a 10yr time frame? If so; I need to raise funds to buy the name hence trim one or a combination of names. Which of the following would you suggest trimming (or combination of) in order to buy CTS: Well, ATS, TTD,META, CRM. I would only be interested in trimming names in which you think CTS has more potential for SP appreciation. Thanks!

Shane