Q: What is your opinion regarding LMT? Would you be comfortable adding to an existing position (I have a full position in raytheon)?
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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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Microsoft Corporation (MSFT $423.37)
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Starbucks Corporation (SBUX $91.69)
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Thermo Fisher Scientific Inc (TMO $581.77)
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Visa Inc. (V $333.84)
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Roku Inc. (ROKU $96.18)
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Generac Holdlings Inc. (GNRC $170.96)
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Match Group Inc. (MTCH $31.54)
Q: Hello,
I currently hold the above stocks in my RRSP and have some $ to add. Given current valuations and future growth, could you please rank how you would add new money? Fairly aggressive investor with long time frame. Thank you,
Doris
I currently hold the above stocks in my RRSP and have some $ to add. Given current valuations and future growth, could you please rank how you would add new money? Fairly aggressive investor with long time frame. Thank you,
Doris
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NVIDIA Corporation (NVDA $185.61)
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The Trade Desk Inc. (TTD $29.75)
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Roku Inc. (ROKU $96.18)
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Ultra Clean Holdings Inc. (UCTT $46.07)
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CrowdStrike Holdings Inc. (CRWD $438.85)
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Digital Turbine Inc. (APPS $5.04)
Q: I own all of the above US Tech, except ROKU. I was interested in your answer yesterday regarding potential growth for ROKU, all things going well. Amoung these companies, is there anything you would sell to move into ROKU? I don't really want to put new money into more US Tech, but would rather find the right balance in the funds I already have there. Thanks!
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Adobe Inc. (ADBE $293.38)
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Applied Materials Inc. (AMAT $328.40)
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Meta Platforms Inc. (META $706.41)
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D.R. Horton Inc. (DHI $149.77)
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Mastercard Incorporated (MA $555.37)
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Morgan Stanley (MS $185.10)
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Fortinet Inc. (FTNT $81.29)
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Crocs Inc. (CROX $86.88)
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Ultra Clean Holdings Inc. (UCTT $46.07)
Q: I own the above US Stocks in my RRSP. Please rate each one as a BUY, HOLD or SELL and the reasons for your Rating.
Q: Was there any news about CELH? It dropped like a stone on good volumes.
Your insight on this company after today's drop is appreciated. Would you look to add at recent support levels?
Regards
Rajiv
Your insight on this company after today's drop is appreciated. Would you look to add at recent support levels?
Regards
Rajiv
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Darden Restaurants Inc. (DRI $200.90)
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North West Company Inc. (The) (NWC $49.73)
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Agnico Eagle Mines Limited (AEM $260.96)
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Magna International Inc. (MG $70.20)
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Premium Brands Holdings Corporation (PBH $95.14)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
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Acadian Timber Corp. (ADN $16.45)
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Leon's Furniture Limited (LNF $28.09)
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Cal-Maine Foods Inc. (CALM $83.91)
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Flowers Foods Inc. (FLO $11.25)
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Packaging Corporation of America (PKG $223.72)
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M.D.C. Holdings Inc. (MDC)
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Sonoco Products Company (SON $48.25)
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Buckle Inc. (The) (BKE $48.15)
Q: I've been looking at my allocations and am very low in consumer defensive, consumer cyclical and materials. Could you give me some recommendations for companies in these areas that give a 3.5%div or more. For US and Canada. Ones that you would consider now a good time to buy. Thank you.
Q: Hello 5i
Can I have you assessment of Mativ Hldgs please?
Thanks
Dave
Can I have you assessment of Mativ Hldgs please?
Thanks
Dave
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Starbucks Corporation (SBUX $91.69)
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Coca Cola Enterprises (CCE)
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Home Depot Inc. (The) (HD $378.12)
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McDonald's Corporation (MCD $318.53)
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Nike Inc. (NKE $62.18)
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Procter & Gamble Company (The) (PG $153.19)
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Walmart Inc. (WMT $124.06)
Q: Hello, please name the top 3 stocks among these in terms of expected total return in the next 5 years, with a short explanation for your picks. Thanks!
Q: Hi Team, whats your take on KEI, seems to have some momentum lately.
Thank you
Anthony
Thank you
Anthony
Q: What would be your pick for the most oversold stock that one could put in a registered account with potential for a double in next 2 years
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Amazon.com Inc. (AMZN $242.96)
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Alphabet Inc. (GOOG $344.90)
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Intuit Inc. (INTU $487.12)
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Microsoft Corporation (MSFT $423.37)
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Lowe's Companies Inc. (LOW $269.06)
Q: Can you provide 8 growth/total return names to initiate a position an add to overtime in the TFSA for a long term investor.
Feel free to rank using your assessment/analysis of a balance of performance/recovery, prospects, total return, etc. Sector diversification is not necessary. Mid to large caps (small caps only with high conviction).
$CAD/USD names (please include your favourite growth CDRs as well).
Feel free to rank using your assessment/analysis of a balance of performance/recovery, prospects, total return, etc. Sector diversification is not necessary. Mid to large caps (small caps only with high conviction).
$CAD/USD names (please include your favourite growth CDRs as well).
Q: Thoughts on Intel at current valuations?
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Invesco DB Commodity Index Tracking Fund (DBC $23.54)
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Invesco Optimum Yield Diversified Commodity (PDBC $13.97)
Q: Schedule K1 Tax Form. I was looking at general commodity type funds and see that DBC and PDBC seem somewhat similar if looking at their commodity portfolios. Both deal with 14 traded commodities. Was using ETF.com as the information source.
DBC seems to have more trading volume and also a higher mgmt expense (0.87%).
PDBC has mgmt expense of 0.62% and assets under mgmt seem to be approx 6Bil. vs 2.53Bil with DBC
One difference noticed is that the structure of PDBC doesn't result in the creation of a Schedule K1 Tax Form while DBC does.
Please explain to me like I'm a 12 year old and that I have a "BIG RED L" on my ETF/ETN trading knowledge and trades vehicle.... what significance is the K1 thing and what sort of pitfalls do I need to be aware of if trades are being done in non-registered accounts? Does the K1 have the potential to add complexity and hassle at tax time?
Thanks for all that you folks at 5i are doing. Much appreciated.
DBC seems to have more trading volume and also a higher mgmt expense (0.87%).
PDBC has mgmt expense of 0.62% and assets under mgmt seem to be approx 6Bil. vs 2.53Bil with DBC
One difference noticed is that the structure of PDBC doesn't result in the creation of a Schedule K1 Tax Form while DBC does.
Please explain to me like I'm a 12 year old and that I have a "BIG RED L" on my ETF/ETN trading knowledge and trades vehicle.... what significance is the K1 thing and what sort of pitfalls do I need to be aware of if trades are being done in non-registered accounts? Does the K1 have the potential to add complexity and hassle at tax time?
Thanks for all that you folks at 5i are doing. Much appreciated.
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Amazon.com Inc. (AMZN $242.96)
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Meta Platforms Inc. (META $706.41)
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Alphabet Inc. (GOOG $344.90)
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RTX Corporation (RTX $201.09)
Q: Good Day Team
In a Registered Growth for 5+years. On each one which You will add, hold or sell ?
GOOG 54%
AMZN 20%
META 6%
RTX 19%
Thanks
Regards
In a Registered Growth for 5+years. On each one which You will add, hold or sell ?
GOOG 54%
AMZN 20%
META 6%
RTX 19%
Thanks
Regards
Q: could I have your thoughts on ANSS at this time and price please.
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Apple Inc. (AAPL $270.01)
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Costco Wholesale Corporation (COST $968.36)
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Alphabet Inc. (GOOG $344.90)
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NVIDIA Corporation (NVDA $185.61)
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AbbVie Inc. (ABBV $225.64)
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Eli Lilly and Company (LLY $1,044.13)
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BRP Inc. Subordinate Voting Shares (DOO $106.28)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $180.62)
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goeasy Ltd. (GSY $129.85)
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Advanced Micro Devices Inc. (AMD $246.27)
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ECN Capital Corp. (ECN $3.05)
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CrowdStrike Holdings Inc. (CRWD $438.85)
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Digital Turbine Inc. (APPS $5.04)
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Datadog Inc. (DDOG $129.05)
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AbCellera Biologics Inc. (ABCL $3.50)
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Topicus.com Inc. (TOI $99.45)
Q: Q1: What 3 to 5 stocks if added would work well with the existing 17 stocks below?
Q2: Are there any already in this list that you would say (like Jack Armstrong) "Get that garbage out of here" or are they all okay?
AAPL, ABCL, AMD, APPS, ATZ, COST, CRWD, DDOG, DOO, ECN, GOOG, GSY, NVDA, SHOP, TD, TOI, WELL
Q2: Are there any already in this list that you would say (like Jack Armstrong) "Get that garbage out of here" or are they all okay?
AAPL, ABCL, AMD, APPS, ATZ, COST, CRWD, DDOG, DOO, ECN, GOOG, GSY, NVDA, SHOP, TD, TOI, WELL
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Becton Dickinson and Company (BDX $201.91)
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Johnson & Johnson (JNJ $230.75)
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Medtronic plc. (MDT $102.71)
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Stryker Corporation (SYK $368.14)
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GE HealthCare Technologies Inc. (GEHC $80.11)
Q: What is your view of GEHC, the recent spinoff from GE, in terms of its growth prospects? Who are its major competitors and where would you generally rank GEHC among the competition? Thanks
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Vanguard S&P 500 Index ETF (VFV $169.27)
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Vanguard Information Technology ETF (VGT $753.05)
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Vanguard Growth ETF (VUG $482.82)
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Invesco NASDAQ 100 ETF (QQQM $257.82)
Q: Which is the best growth ETF for Canadian to hold long term (15 years+) in a non-registered account in order to maximize returns?
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Microsoft Corporation (MSFT $423.37)
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Constellation Software Inc. (CSU $2,454.25)
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Descartes Systems Group Inc. (The) (DSG $99.39)
Q: Can you rank which stock you would prefer in here to buy for a 3 year hold for maximum capital gain potential MSFT. CSU Descartes?
Q: I bought Netflix after the big drop in 2022 and have since sold a half position after a nice gain. In terms of its future, everything I read is about the ad-supported lower-priced tier. However there is almost nothing about the password crackdown that is supposedly happening early 2023. Surely this would have a more meaningful impact on the bottom line... I personally know MANY people that are sharing an account (myself included!!) that will ultimately subscribe when they are "kicked out".
Question 1: Has Netflix released any statistics about their estimates for how many people are "piggybacking" off another account and that they believe will sign up after the password-sharing crackdown?
Question 2: Thoughts on future growth potential?
Take credits as appropriate, thanks in advance.
Question 1: Has Netflix released any statistics about their estimates for how many people are "piggybacking" off another account and that they believe will sign up after the password-sharing crackdown?
Question 2: Thoughts on future growth potential?
Take credits as appropriate, thanks in advance.