Q: I am up 145% on TTD (thanks!) and it is now 10% of my portfolio. Should I sell 25% or 50% of it, and if so, what should I buy to replace it? My other US tech holdings are PINS, VEEV, ICHR, PLTR, AMZN, FB, APPL. My US tech is the largest part of my growth sector, is there hole to fill in my list?
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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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AbbVie Inc. (ABBV $228.50)
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Stryker Corporation (SYK $372.21)
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Veeva Systems Inc. Class A (VEEV $241.48)
Q: My healthcare stocks include ABBV,VEEV,and Well.I am considering switching from VEEV to STRYKER. What do you think?
Q: TMO Can you please comment on this one, management, debt, p/e, competition ...?
Thanks
Thanks
Q: Would you get rid of Jazz. What do you think of their unusual recent acquisition? Thanks.
Q: Have held this thru BFT since last november and didnt get the expected pop when it went public,what do you think of this company in regards to management ,growth and fundamentals would it be a B S or HOLD Thanks
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IDEXX Laboratories Inc. (IDXX $758.10)
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Trupanion Inc. (TRUP $35.70)
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Chewy Inc. Class A (CHWY $34.03)
Q: Peter; Going back to Peter Lynch - everybody has a dog or cat now due to Covid- any way to play this - apparently out here (Vancouver) there are animals dying due to not enough vets. Maybe somebody should do a WELL thing and consolidate vet clinics. Thanks. Rod
Q: What are you thoughts on FICO as a long term hold? I like their ability to control pricing in an inflationary environment but I'm unsure about the robustness of their core business model.
Q: What are the pros and cons of this company?
Is it a buy?
Is it a buy?
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Alphabet Inc. (GOOG $317.70)
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NVIDIA Corporation (NVDA $180.01)
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Roku Inc. (ROKU $96.56)
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Alteryx Inc. Class A (AYX)
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Avalara Inc. (AVLR)
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Fastly Inc. Class A (FSLY $11.84)
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Cerence Inc. (CRNC $10.47)
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Palantir Technologies Inc. (PLTR $165.26)
Q: Hello 5i
With an eye to high grading my portfolio I'd like to sell smaller riskier holdings to add to NVDA ROKU and PINS.
In what order would you sell the following in order to accomplish this goal: FSLY PLTR AYX CRNC AVLR
Thank you so much for your guidance!!
Dave
With an eye to high grading my portfolio I'd like to sell smaller riskier holdings to add to NVDA ROKU and PINS.
In what order would you sell the following in order to accomplish this goal: FSLY PLTR AYX CRNC AVLR
Thank you so much for your guidance!!
Dave
Q: Hi 5i,
May I have your thought on this company?
Best,
Matt
May I have your thought on this company?
Best,
Matt
Q: Hi gang, can you please advise me on this stock (ceqp) would you buy it today. Looking to hold for 2-3 years. Is the dividend safe . Scale of 1-10 it’s safely 1 being safest 10 don’t buy. If it’s good should I buy in my rrsp account or tfac account. Thanks.
Alnoor
Alnoor
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Costco Wholesale Corporation (COST $905.33)
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Alphabet Inc. (GOOG $317.70)
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NVIDIA Corporation (NVDA $180.01)
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AbbVie Inc. (ABBV $228.50)
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Stryker Corporation (SYK $372.21)
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Verizon Communications Inc. (VZ $40.78)
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Miscellaneous (MISC)
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Cencora Inc. (COR $372.73)
Q: Hi! I am using the Balanced Equity portfolio however as a complete portfolio it falls short in that there are no Us/Global stocks. There are area s the Canadian market doesn’t represent well. If you were to complement the Balanced Equity portfolio with 6-8 US/Global names, what stocks would complete the portfolio?
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Marvell Technology Inc. (MRVL $86.55)
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UP Fintech Holding Limited (TIGR $8.75)
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Mitek Systems Inc. (MITK $8.90)
Q: Hi gang, I have
Tigr
Mrvl
Gevo
Mitk
I have this stocks in my non rrsp account I am not sure why or when I bought them . My question is are they good stocks to hold for above 2 years. Thanks.
Alnoor
Tigr
Mrvl
Gevo
Mitk
I have this stocks in my non rrsp account I am not sure why or when I bought them . My question is are they good stocks to hold for above 2 years. Thanks.
Alnoor
Q: Hi gang, looking into buying PAA as dividend paying . How safe would you rate this coming. Is the dividend safe. It’s for my rrsp account. 2year play. Thanks
Alnoor
Alnoor
Q: I am either going to buy into NVDA or TSM. Which might be the better option for two year growth. Or might it be prudent to buy both in equal measure. It appears the chip manufacturing will heat up with global shortages. Thnks
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Rockwell Automation Inc. (ROK $396.18)
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ATS Corporation (ATS $36.08)
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Teradyne Inc. (TER $175.14)
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ARK Autonomous Technology & Robotics ETF (ARKQ $108.44)
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UiPath Inc. Class A (PATH $13.51)
Q: I'm interested in purchasing some stocks directly engaged in the IIOT and "industrial automation revolution" happening across many sectors worldwide. I prefer software companies with high TAM, dominant businesses (or the potential to be dominant), profitable, and good management. I understand purchasing the ARKQ ETF is one way to achieve this, but for a .75% fee it seems expensive. Also, I don't like that the fund weights Tesla, Alphabet, and Baidu so heavily. Of the above companies, how would you rank them as long term buys right now? Am I missing any here that you really like?
Q: This company seems fiscally disciplined and has projected profitable growth in front of it. As the economy pivots and grows TELL should benefit. What is your perspective on the company and the short attack. Thx as always
Q: Please provide your views on ARKK's growth prospects for the next 12 months. A ballpark percentage range would be appreciated. While I recognize the ETF will be challenged to come anywhere close to its growth rate over the last couple of years, I'm wondering how much gas is still in the tank. Thank you.
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Alphabet Inc. (GOOG $317.70)
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NVIDIA Corporation (NVDA $180.01)
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Roku Inc. (ROKU $96.56)
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Pinterest Inc. Class A (PINS $25.73)
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CrowdStrike Holdings Inc. (CRWD $500.57)
Q: Hi 5i Team,
What would be your top 5 U.S. growth pics to buy today? Irrespective of sector, risk or size.
So many thanks for such a great service.
What would be your top 5 U.S. growth pics to buy today? Irrespective of sector, risk or size.
So many thanks for such a great service.
Q: Which one would be better buy today and why?
Thanks,
Milan
Thanks,
Milan