Q: What might be reasons for recent weakness in SHOP? As of Monday morning, it's down again more than the market decline. Is SHOP still rated high by 5i as a top pick? If not, what has changed?
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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: Good Morning,
What’s your opinion on CRWD as a long term hold? Does is still have a long runway for growth moving forward? My wife currently holds it in her TFSA, however has been considering swapping it out for something like QQQ. Your thoughts?
Thank you
What’s your opinion on CRWD as a long term hold? Does is still have a long runway for growth moving forward? My wife currently holds it in her TFSA, however has been considering swapping it out for something like QQQ. Your thoughts?
Thank you
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BRP Inc. Subordinate Voting Shares (DOO $108.16)
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goeasy Ltd. (GSY $128.26)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $173.97)
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Axcelis Technologies Inc. (ACLS $91.04)
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Elastic N.V. (ESTC $74.22)
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Axon Enterprise Inc. (AXON $610.22)
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Opera Limited (OPRA $13.84)
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InMode Ltd. (INMD $15.25)
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Vertiv Holdings LLC Class A (VRT $189.21)
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Celsius Holdings Inc. (CELH $55.51)
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Palantir Technologies Inc. (PLTR $165.70)
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UiPath Inc. Class A (PATH $14.36)
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Lumine Group Inc. (LMN $23.19)
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Nextpower Inc. (NXT $105.91)
Q: Hello 5i,
Thank you for taking time to answer so many questions on top stocks to own or purchase. We read through questions on ranking popular stocks but we were not able to formulate a priority list of CDN and US small cap stocks, especially with so many rising quickly in the last couple of months.
Based on current valuations, risk, growth potential, and management, in what order would you purchase the stocks below for a 2-5 year hold? If there are too many stocks, can you please list your top 10 or 12 in priority from the list?
ACLS, ACMR, AXON, CELH, DOO, ESTC, GSY, HPS.A, INMD, LMN, OPRA, NXT, PATH, PLTR, SMCI, VRT
Thank you
D&J
Thank you for taking time to answer so many questions on top stocks to own or purchase. We read through questions on ranking popular stocks but we were not able to formulate a priority list of CDN and US small cap stocks, especially with so many rising quickly in the last couple of months.
Based on current valuations, risk, growth potential, and management, in what order would you purchase the stocks below for a 2-5 year hold? If there are too many stocks, can you please list your top 10 or 12 in priority from the list?
ACLS, ACMR, AXON, CELH, DOO, ESTC, GSY, HPS.A, INMD, LMN, OPRA, NXT, PATH, PLTR, SMCI, VRT
Thank you
D&J
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Super Micro Computer Inc. (SMCI $31.20)
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Deckers Outdoor Corporation (DECK $100.16)
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Palantir Technologies Inc. (PLTR $165.70)
Q: Do you know why PLTR NYSE Palantir Technologies Inc seems to be going down so much today Mar. 4?
Thank you.
Thank you.
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Amazon.com Inc. (AMZN $244.68)
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Booking Holdings Inc. (BKNG $5,153.41)
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Starbucks Corporation (SBUX $95.72)
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PulteGroup Inc. (PHM $123.88)
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
Q: Thoughts on why Crox trades at such a low p/e. It has a strong brand. good growth and has been reducing debt.
How does P/E compare to other strong retail brands? What would be a catalyst for multiple expansion for CROX?
Thanks
Rob
How does P/E compare to other strong retail brands? What would be a catalyst for multiple expansion for CROX?
Thanks
Rob
Q: Looking to sell some Amazon and add Google.
Do you think Google can rebound in the short to medium term? Is there any indication that suggest an improvement in AI offerings? Do you think it's a buy given current valuations or do you think the stock has further to drop?
Do you think Google can rebound in the short to medium term? Is there any indication that suggest an improvement in AI offerings? Do you think it's a buy given current valuations or do you think the stock has further to drop?
Q: Does Apple’s giving up on Project Titan make you wonder their vision and research ability is subpar? Now they are switching to AI … seems to me they were following the crowd several years ago on EV and are now following the crowd on AI. Maybe a few years later they will give up on AI. Where is their vision? Thanks,
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Cintas Corporation (CTAS $191.21)
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Fastenal Company (FAST $43.95)
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Dover Corporation (DOV $207.26)
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W.W. Grainger Inc. (GWW $1,057.56)
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United Rentals Inc. (URI $907.45)
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TFI International Inc. (TFII $147.25)
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TerraVest Industries Inc. (TVK $142.08)
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Ulta Beauty Inc. (ULTA $651.30)
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SiteOne Landscape Supply Inc. (SITE $144.38)
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Lumina Gold Corp. (LUM $1.26)
Q: I’m trying to pick three companies from the list above to purchase as part of a balanced fund for the long term.
Which three would you recommend? Thanks
Which three would you recommend? Thanks
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Intuitive Surgical Inc. (ISRG $525.04)
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NVIDIA Corporation (NVDA $188.52)
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Booking Holdings Inc. (BKNG $5,153.41)
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Eli Lilly and Company (LLY $1,039.51)
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Celestica Inc. (CLS $452.26)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $173.97)
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Axon Enterprise Inc. (AXON $610.22)
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Eagle Materials Inc (EXP $219.51)
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Powell Industries Inc. (POWL $442.28)
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Vertiv Holdings LLC Class A (VRT $189.21)
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Celsius Holdings Inc. (CELH $55.51)
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Lumine Group Inc. (LMN $23.19)
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Nextpower Inc. (NXT $105.91)
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.
.
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Amazon.com Inc. (AMZN $244.68)
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Alphabet Inc. (GOOG $335.00)
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Microsoft Corporation (MSFT $480.58)
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NVIDIA Corporation (NVDA $188.52)
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Constellation Software Inc. (CSU $2,651.30)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $186.82)
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Elastic N.V. (ESTC $74.22)
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Shift4 Payments Inc. Class A (FOUR $61.46)
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Duolingo Inc. (DUOL $146.08)
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Cellebrite DI Ltd. (CLBT $16.59)
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Lumine Group Inc. (LMN $23.19)
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Nextpower Inc. (NXT $105.91)
Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?
Q: Hi 5i Team,
Pls comment on Elastic N.V. Qtr earning and this company going forward, do you still like it, is it still a buy?
Thank you .
Pls comment on Elastic N.V. Qtr earning and this company going forward, do you still like it, is it still a buy?
Thank you .
Q: Why is Starbucks having such a hard time? The price is where it was at in 2020. Not moving much. I thought they recently reported decent results.
Q: If you could choose only 1 US stock to invest your entire portfolio in for 10 years, which one would you invest in today? (clearly you would never recommend only 1 stock for an entire portfolio, but if you were forced to, which stock do you have the most faith that it could likely beat the S&P500 index over that time period?)
Q: May I have your thoughts on BWXT’s latest quarter released yesterday? They are up about 11.5% today so I’m assuming a solid beat. How’s their debt level, are they paying it down? Any thoughts you have would be appreciated.
Regards,
Jim
Regards,
Jim
Q: Would you please give me your evaluation of FLGT's recent quarter. On the surface it appears quite positive, however the stock is down 10%. Was it their guidance that turned the market sour? I am also perplexed - they state they carry $28/share in cash and marketable securities yet the stock is trading at $23 implying that when you strip out cash the business is worth NEGATIVE $148,000,000. Does this mean the market believes something is fundamentally wrong with the business and/or management? Finally, as a shareholder should I be running for the hills or is this a case of the market mispricing an asset?
Many thanks
Scott
Many thanks
Scott
Q: hi all: LMAT
lamaitre vascular
can you give me your input and outlook for this one?
thanks in advance
lamaitre vascular
can you give me your input and outlook for this one?
thanks in advance
Q: Please comment on the financial results of ACM Research (ACMR); your outlook for the company; and whether you'd consider it buyable. Thanks.
Q: From your point of view, what are the pros and cons of Buffett's preferred ''operating earnings'' metric versus industry-conventionn ''net earnings''?
Thanks
Thanks
Q: Hello, you recommended UnitedHealth Group Inc. (UNH) in the past. The recent launch of an antitrust investigation against UNH has led to a sudden drop in the stock price. I’m curious about your thoughts on this investigation. Do you believe it will cause any damage to the company? And considering the circumstances, do you still consider UNH a good buy? Thank you!