Q: Hi, can you comment on crocs report please.
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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.
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Costco Wholesale Corporation (COST $980.00)
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Alphabet Inc. (GOOG $178.30)
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Monster Beverage Corporation (MNST $60.42)
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Booking Holdings Inc. (BKNG $5,717.29)
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PPG Industries Inc. (PPG $118.19)
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Sherwin-Williams Company (The) (SHW $347.11)
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BCE Inc. (BCE $32.56)
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TELUS Corporation (T $22.62)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $53.05)
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Nutrien Ltd. (NTR $84.45)
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Hilton Worldwide Holdings Inc. (HLT $273.63)
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T-Mobile US Inc. (TMUS $232.32)
Q: I AM TECH HEAVY AND WANT TO REBALANCE MY PORTFOLIO. WOULD YOU PLEASE SUGGEST TWO CANADIAN AND TWO US STOCKS IN EACH OF THE FOLLOWING SECTORS. CONSUMER DISCRETIONARY, CONSUMER STAPLES, MATERIALS AND COMMUNICATIONS. I HAVE BEEN A MEMBER SINCE DAY ONE OF 5I AND RATE YOU THE BEST OF THE SIX NEWSLETTERS I SUBSCRIBE TOO. THANKS FOR THE GREAT WORK AND TAKE AS MANY CREDITS AS NEEDED.
Q: I'm looking for a "dividend aristocrats" type of ETF in the US market. Any suggestions?
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Amazon.com Inc. (AMZN $223.66)
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Booking Holdings Inc. (BKNG $5,717.29)
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $187.84)
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BRP Inc. Subordinate Voting Shares (DOO $69.42)
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Ulta Beauty Inc. (ULTA $476.11)
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Aritzia Inc. Subordinate Voting Shares (ATZ $74.67)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $17.41)
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Hilton Worldwide Holdings Inc. (HLT $273.63)
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Pool Corporation (POOL $306.48)
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Pet Valu Holdings Ltd. (PET $33.44)
Q: What would be your top 5 Consumer Discretionary names in Canada and the US?
Thanks
Thanks
Q: What percentage of revenue and earnings are from one time sales and from recurring business.
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Adobe Inc. (ADBE $383.65)
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Intuit Inc. (INTU $780.49)
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Copart Inc. (CPRT $48.35)
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Hilton Worldwide Holdings Inc. (HLT $273.63)
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Old Dominion Freight Line Inc. (ODFL $168.18)
Q: I am 100% equity in Canada and mostly ETFs in USA....My plan is to stay that way but I am thinking to try and beat the average in the USA by adding a few individual USA stocks. Can you suggest a few NON-MAMAA stocks that you would consider as good to outperform the broad market in the USA. I have a very diversified and balanced portfolio so have no restrictions in terms of asset class. Not looking for a hot growth stock, but more of a buy and almost forget return booster for my USA investments.
Q: Can you please comment on The Trade Desk (TTD) latest earnings release. Was there anything of particular interest to note from the call this morning (either good or bad)? Is this one of your strong growth high conviction names to hold onto?
Q: I've held this stock for quite some time . Paid $52.38. It went over $350.00 and is now hanging in at approx. $134.00. Been a wild ride ! I believe it is still not profitable. Take a profit or hold ? Thanks.
Q: Hi Peter,
Recently, Gabriela Borges of Goldman Sachs Goldman Sachs initiated a Sell rating on Cloudflare (NET) with a $51 price target. The analyst believes emerging software industry dynamics are favorable for long-term investors. Multi-product platforms have gained momentum, the industry is less cyclical, and unit economics outperform broader software. However, for Cloudflare, the analyst believes that the path to executing $5 Billion in annual recurring revenue will likely not be linear. Over the medium term, the risk/reward is skewed negative for the stock.
What is your opinion of NET from a short-term and medium-term risk/reward perspective? Please explain your rationale.
Thanks
George
Recently, Gabriela Borges of Goldman Sachs Goldman Sachs initiated a Sell rating on Cloudflare (NET) with a $51 price target. The analyst believes emerging software industry dynamics are favorable for long-term investors. Multi-product platforms have gained momentum, the industry is less cyclical, and unit economics outperform broader software. However, for Cloudflare, the analyst believes that the path to executing $5 Billion in annual recurring revenue will likely not be linear. Over the medium term, the risk/reward is skewed negative for the stock.
What is your opinion of NET from a short-term and medium-term risk/reward perspective? Please explain your rationale.
Thanks
George
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AbbVie Inc. (ABBV $189.34)
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Pfizer Inc. (PFE $25.55)
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UnitedHealth Group Incorporated (DE) (UNH $300.65)
Q: I would like to add to my CDR holdings of either PFE, ABBV or UNH. I am leaning towards PFE since it's price has been down lately and it has a decent yield. How are CDR distributions treated for tax purposes, are they considered to be Canadian or US equities?
Thank you.
Thank you.
Q: Hi Team,
In an earlier question you rated LLY as 9 and ABBV as 7. Should I sell my position in ABBV and move it to LLY?
Thanks
In an earlier question you rated LLY as 9 and ABBV as 7. Should I sell my position in ABBV and move it to LLY?
Thanks
Q: Hi, I got burned on $TOST today. It was looking great technically until earnings. Now looking a bit soggy. Do you think the earnings justify a 1/4 slice being removed, seems a bit rich to me?
Q: Please comment on the recent/yearly results vs the heavy short interest. Is it worth considering ? Thank you.
Q: Please provide an update on the ATVI acquisition. Does this still makes sense as an arbitrage opportunity?
Q: Hi Peter,
It seems the market wants to take a breather what with inflation being sticky- makes me hesitant to put in new money?
Would you be a buyer of TWLO after today's price surge or wait for it to settle (and maybe miss the boat)? How would you compare it to CRWD as far as the return on investment is concerned? I have been using CRWD as a benchmark for comparison of risky growth stocks. Do you think that is a reasonably fair and quick method to evaluate ?
It seems the market wants to take a breather what with inflation being sticky- makes me hesitant to put in new money?
Would you be a buyer of TWLO after today's price surge or wait for it to settle (and maybe miss the boat)? How would you compare it to CRWD as far as the return on investment is concerned? I have been using CRWD as a benchmark for comparison of risky growth stocks. Do you think that is a reasonably fair and quick method to evaluate ?
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AbbVie Inc. (ABBV $189.34)
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Bristol-Myers Squibb Company (BMY $47.23)
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Eli Lilly and Company (LLY $786.64)
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Merck & Company Inc. (MRK $83.04)
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Pfizer Inc. (PFE $25.55)
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Chartwell Retirement Residences (CSH.UN $18.54)
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Vanguard Health Care ETF (VHT $248.90)
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DexCom Inc. (DXCM $83.49)
Q: This question concerns Healthcare in a well-diversified Canadian portfolio (~30 holdings), focused slightly toward growth. Our target is for a 5% weight in this sector.
Currently, we only hold CSH.UN at a loss. We are open to selling it outright and replacing it with 1 or more of your favourites or topping it up and adding at least 1 growth-oriented suggestion. I understand from a previous question that CSH.UN has performed in a close range with REITs, which have adequate representation in our portfolio.
What would be your top picks in Healthcare for long term holds (5+ years)? How would you rate them (1-10, 10 being best) for new money today?
How would you proceed? Would you suggest going with 1 or 2 names? Would you suggest topping up CSH.UN and adding a 2nd name, selling CSH.UN and adding 1 or 2 new names, etc?
Thanks.
Currently, we only hold CSH.UN at a loss. We are open to selling it outright and replacing it with 1 or more of your favourites or topping it up and adding at least 1 growth-oriented suggestion. I understand from a previous question that CSH.UN has performed in a close range with REITs, which have adequate representation in our portfolio.
What would be your top picks in Healthcare for long term holds (5+ years)? How would you rate them (1-10, 10 being best) for new money today?
How would you proceed? Would you suggest going with 1 or 2 names? Would you suggest topping up CSH.UN and adding a 2nd name, selling CSH.UN and adding 1 or 2 new names, etc?
Thanks.
Q: No questions on FSLY since last August. I am still holding and pleasantly surprised by recent improvement. Appreciate your views on Buy, sell or hold and why ? If sell what would you replace it with ?
John
John
Q: DGHI Can i have your views on this co. Thank you
Q: What's your thoughts on the company? Thanks
Q: Peter;;I searched but couldn’t find the info in the data bank- when does LNTH report next and what are the street estimates? Thanks
Rod
Rod