Q: with the Liberals aggressive agenda towards having many more EVs in Canada in the not too distant future , is there an auto parts manufacturer that is a maker of EV specific parts that will have good upside potential if this agenda is do able.
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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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Veeva Systems Inc. Class A (VEEV $177.83)
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CrowdStrike Holdings Inc. (CRWD $388.02)
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Digital Turbine Inc. (APPS $2.93)
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Mitek Systems Inc. (MITK $13.31)
Q: Hi Team, I need to raise some cash and would like some help deciding which company to let go.
Just looking for your input on the best companies to keep for upside potential.
Thanks Dave
Just looking for your input on the best companies to keep for upside potential.
Thanks Dave
Q: Thank you for your quick response to my previous question about this stock. As a follow-up question, given its high valuation, what would you consider to be a reasonable 'buy' price for this stock?
I find valuation to be the most difficult metric to figure out and have over-paid for some now hard-hit stocks in the past so I know valuation needs to be considered carefully. Thanks again,
I find valuation to be the most difficult metric to figure out and have over-paid for some now hard-hit stocks in the past so I know valuation needs to be considered carefully. Thanks again,
Q: Hi 5i team, Can I get your take on this Formula One Media company? I’m a big Formula One fan and with other teams challenging Mercedes for the championship now and a great Netflix doc exposing it to more fans, it is becoming more competitive and fan base seems to be growing. They have added a second US race location this year and are planning to add Las Vegas as the third US location at some point - all to meet growing excitement for the sport.
They also list Sirius XM in their business portfolio.
I’m a growth investor with a long timeline and I’m ok with volatility. I’m thinking of it as a more speculative stock with a small part of my portfolio. Your insights as to FWONA growth prospects, financial stability and share price valuation are much appreciated.
They also list Sirius XM in their business portfolio.
I’m a growth investor with a long timeline and I’m ok with volatility. I’m thinking of it as a more speculative stock with a small part of my portfolio. Your insights as to FWONA growth prospects, financial stability and share price valuation are much appreciated.
Q: May I have your thoughts on JBL
Q: Is this company a buy at this levels ? Would you accumulate shares or buy a full position ? What would be a full position for this stock?
Regards
Miroslaw
Regards
Miroslaw
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Apple Inc. (AAPL $246.47)
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Costco Wholesale Corporation (COST $1,001.04)
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Microsoft Corporation (MSFT $363.04)
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NVIDIA Corporation (NVDA $167.06)
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Bank of America Corporation (BAC $47.29)
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JPMorgan Chase & Co. (JPM $285.51)
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Constellation Software Inc. (CSU $2,359.50)
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Dollarama Inc. (DOL $169.03)
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Alimentation Couche-Tard Inc. (ATD $78.28)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $158.25)
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Aritzia Inc. Subordinate Voting Shares (ATZ $108.79)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.66)
Q: Hello,
Can you please provide your highest conviction names in the US and Canada?
Thanks!
Can you please provide your highest conviction names in the US and Canada?
Thanks!
Q: AMD has dropped like an anvil the last three days.Are you concerned about this name other than the recent analyst downgrades?
Q: Pfizer looks attractive from a valuation and dividend perspective, but what is your opinion of their pipeline? Anything coming off patent or any promising drugs coming that would affect the top line? Thanks!
Q: What are your current thoughts about Telsa in the short term given the price rise in March?
As always thanks
As always thanks
Q: Given the recent political actions taken by Disney is it time to sell? Management may be losing its focus by getting into politics when it should be focused on its business. Florida is considering removing Disney’s special status. The growing backlash and coverage on some networks could impact customer support and business. There are increasingly calls for a boycott. There is a potential that new CEO does not last with increasing scrutiny. Not sure how much this could negatively impact the share price short term and long term and if it’s time to step away and wait until the dust settles. Thoughts?
Q: May I have your opinion on this name with respect to its earnings and growth profile. Thanks.
Q: Would you replace ADBE with APPL in a TFSA? Five year hold. Thank you.
Q: Hi 5iTeam,
Would you please comment on FND's recent pullback which is significantly deeper than the general markets. Is it a buy, hold or sell now and your rationales?
Cheers,
Harry
Would you please comment on FND's recent pullback which is significantly deeper than the general markets. Is it a buy, hold or sell now and your rationales?
Cheers,
Harry
Q: Own shares in the company and am close to letting the shares go as they are reaching my lower limit. I realize that this may be an obscure company for you, but if you are able, I would appreciate your analysis and recommendation, ie should I continue to hold the shares or take my loss and move on. Any help that you can provide would be appreciated.
Q: What is your opinion on Vertiv (VRT)?
A buy or not?
Thank you.
A buy or not?
Thank you.
Q: How compelling do you see it at this price, on a scale of 1 to 10 ( 10 being best).
Would you be buying here?. If not, please suggest other names you would be buying (non tech).
Thank you.
Would you be buying here?. If not, please suggest other names you would be buying (non tech).
Thank you.
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Amazon.com Inc. (AMZN $203.03)
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Costco Wholesale Corporation (COST $1,001.04)
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Alphabet Inc. (GOOG $274.26)
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Microsoft Corporation (MSFT $363.04)
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NVIDIA Corporation (NVDA $167.06)
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JPMorgan Chase & Co. (JPM $285.51)
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Canadian National Railway Company (CNR $142.66)
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Fortis Inc. (FTS $78.56)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.44)
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WSP Global Inc. (WSP $216.48)
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Algonquin Power & Utilities Corp. (AQN $8.70)
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TFI International Inc. (TFII $147.19)
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ATS Corporation (ATS $38.54)
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Magna International Inc. (MG $75.25)
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Alimentation Couche-Tard Inc. (ATD $78.28)
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iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $53.31)
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Boyd Group Services Inc. (BYD $176.30)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.66)
Q: Hello, I am using Portfolio Analytics and it's suggested allocation is to increase Consumer Cyclical, Industrials and Utilities and increase in U.S. exposure. What is your suggestion for these categories for investment into TFSA & unregistered with a 10-15 year timeline? stocks or ETFs? thank you
Q: Can I get your outlook on these companies going forward
thank you
thank you
Q: Hi 5i,
I’ve been watching Resoration Hardware closely and have been amazed at the depth of the pullback. Do you see this as an attractive company at today’s prices? What level would be incredible value?
Thank you!
I’ve been watching Resoration Hardware closely and have been amazed at the depth of the pullback. Do you see this as an attractive company at today’s prices? What level would be incredible value?
Thank you!