Q: With the advent of AI talk is about the energy and infrastructure needed to support Ai ie the plumbing behind A1. What companies in Canada and US will benefit from the surge in A1. Is it energy companies or utility companies? Can you name a few stocks to investigate,
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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.
- UnitedHealth Group Incorporated (DE) (UNH)
- Align Technology Inc. (ALGN)
- Arch Capital Group Ltd. (ACGL)
- Interactive Brokers Group Inc. (IBKR)
- Elevance Health Inc. (ELV)
- Fiserv Inc. (FI)
Q: I am currently underweight Health and Financials in the U.S. Can you please provide your top 3-5 picks for each based on current valuations and considering a 5 year+ timeframe??
Q: Last September, you preferred HMC to TM, deeming the former both better and less expensive. Since then, HMC's price has reclaimed its previous high, while TM's has exceeded its high by ~50%, yet their P/E ratios are both miniscule and near-equivalent (0.14 and 0.13, respectively, according to your database.)
Do you still prefer HMC? I ask as TM's semi-contrarian approach to vehicular electrification is starting to look like a better fit with orthodox market expectations than their competitors'.
And what's going on with those P/E ratios? Stellantis and GM are ~5, Ford is ~11; is this much disparity even plausible?
Do you still prefer HMC? I ask as TM's semi-contrarian approach to vehicular electrification is starting to look like a better fit with orthodox market expectations than their competitors'.
And what's going on with those P/E ratios? Stellantis and GM are ~5, Ford is ~11; is this much disparity even plausible?
- BlackRock Inc. (BLK)
- KKR & Co. Inc. (KKR)
- Blackstone Inc. (BX)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Dear Peter et al:
To a question today on KKR, you had mentioned that you wouldn't be averse to adding to KKR "s position slowly.
Recently Larry Berman one of BNN Bloomberg's regular told the viewers that he has sold his equity and moved all into private equity and private credit lending. He didn't mention which private equity he bought !
BLK,BX,KKR,BN ...which is your favourite now? Anything else that catches your attention?
Many thanks.
To a question today on KKR, you had mentioned that you wouldn't be averse to adding to KKR "s position slowly.
Recently Larry Berman one of BNN Bloomberg's regular told the viewers that he has sold his equity and moved all into private equity and private credit lending. He didn't mention which private equity he bought !
BLK,BX,KKR,BN ...which is your favourite now? Anything else that catches your attention?
Many thanks.
Q: I currently hold 100 shares of JFrog, which have incurred a 27% loss. I’m uncertain about the future prospects of this stock. Should I consider selling it or holding onto it? These shares are held in my TFSA account. Thank you.
- Booking Holdings Inc. (BKNG)
- AutoZone Inc. (AZO)
- Ulta Beauty Inc. (ULTA)
- Crocs Inc. (CROX)
- Pool Corporation (POOL)
Q: May you provide an update on POOl. It was a frequent mention of your’s in the past.
How compelling does it appear currently?
Where does it rank in your favorites in the US consumer discretionary picks? If possible, suggest your ingest conviction names and include your ranking.
Thank you for your excellent service, as usual.
How compelling does it appear currently?
Where does it rank in your favorites in the US consumer discretionary picks? If possible, suggest your ingest conviction names and include your ranking.
Thank you for your excellent service, as usual.
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- United Rentals Inc. (URI)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Berkshire Hathaway Inc. (BRK.B)
- CrowdStrike Holdings Inc. (CRWD)
- Docebo Inc. (DCBO)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Nextracker Inc. (NXT)
Q: Hello 5i,
On Feb 28th 5i provided answers to Jacques and David on the top 10 US and CAD stocks to own in a TFSA. Thank you for that answer.
Can you please provide the top 12 stocks overall (CAD or US) in order of priority that should be in a TFSA? We have both US and CDN funds + CDR's. Diversity is not important at this time and we are anticipating that US stocks will outnumber CAD stocks in the top 12. Funds are not required for 6 years or more.
If this was your TFSA, would you have equal weighting or will one or more of the stocks have a higher weighting compared to other stocks? If yes, can you identify the stock(s) and the % of weighting? We can equal weight the remaining stocks.
Thank you
D&J
On Feb 28th 5i provided answers to Jacques and David on the top 10 US and CAD stocks to own in a TFSA. Thank you for that answer.
Can you please provide the top 12 stocks overall (CAD or US) in order of priority that should be in a TFSA? We have both US and CDN funds + CDR's. Diversity is not important at this time and we are anticipating that US stocks will outnumber CAD stocks in the top 12. Funds are not required for 6 years or more.
If this was your TFSA, would you have equal weighting or will one or more of the stocks have a higher weighting compared to other stocks? If yes, can you identify the stock(s) and the % of weighting? We can equal weight the remaining stocks.
Thank you
D&J
Q: May I please have your opinion of CS Disco (LAW)?
With appreciation,
Ed
With appreciation,
Ed
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- AbbVie Inc. (ABBV)
- Eli Lilly and Company (LLY)
- lululemon athletica inc. (LULU)
- Hilton Worldwide Holdings Inc. (HLT)
- Crocs Inc. (CROX)
Q: I have been watching NVDA grow to an ever more out-sized percentage of my portfolio, and have been meaning to trim, but have delayed while I consider where to put the money.
Can you recommend some US growth options in either the consumer cyclical or healthcare sectors? I have a 5-10 year time range.
Can you recommend some US growth options in either the consumer cyclical or healthcare sectors? I have a 5-10 year time range.
Q: Hello. Would you consider this a buy, sell or hold? Please explain your reasoning for your viewpoint and what you like or don't like.
Q: Hi Folks,
I have trimmed my position in ATD and CNR - I am thinking about adding to AMZN or VISA. May I have your opinion as to which one would be the better buy today? This would be in my TFSA.
Thanks
I have trimmed my position in ATD and CNR - I am thinking about adding to AMZN or VISA. May I have your opinion as to which one would be the better buy today? This would be in my TFSA.
Thanks
Q: Hi Everyone at 5i!!
Snow lost some value over the last week due to some sort of legal issue which I am not fully clear on. Do you have any insight to this and is it something you would be concerned about?
Cheers,
Tamara
Snow lost some value over the last week due to some sort of legal issue which I am not fully clear on. Do you have any insight to this and is it something you would be concerned about?
Cheers,
Tamara
Q: LLY stock price is struggling lately. Do you have insight to the reasons for the drop? I am interested in a purchase but would like to avoid catching a falling knife. I would appreciate your insight. Thanks you.
Q: Certainly! I apologize for the oversight. Here’s the revised version of your message:
Hello. I currently hold a small amount of Palantir stock in my RRSP. After initially experiencing a loss, it has now rebounded with an 11% gain. I’m curious about the future prospects of this stock. Should I consider selling it or holding onto it. Thanks.
Hello. I currently hold a small amount of Palantir stock in my RRSP. After initially experiencing a loss, it has now rebounded with an 11% gain. I’m curious about the future prospects of this stock. Should I consider selling it or holding onto it. Thanks.
Q: Can you look at Vicor's potential regarding market competitors and product offerings. What do you think of the company in general?
Thank You
Peter
Thank You
Peter
Q: I held equal positions in Crwd Ftnt and Panw. Last week I trimmed 1/3 of my Crwd at 363 when it bounced up for a large gain. Crwd has dropped back a bit to the 320s. I am thinking of selling my Panw at a small gain and buying back my Crwd and adding to Ftnt.
What do you think of this plan? I appreciate all your good advice.
Thanks Peter
What do you think of this plan? I appreciate all your good advice.
Thanks Peter
Q: I understand they report Tuesday and I see a short position of approx 20%. As a stock holder I know it can be volatile. Do you have a read on expectations for the quarter?
Thank you.
David
Thank you.
David
Q: What are the key attributes of CLBT, that make it a top US non-tech small cap pick for 5i? Would you see CLBT as a takeover candidate, by someone like AXON? Would you buy CLBT now for a long term investment?
- Intuitive Surgical Inc. (ISRG)
- AbbVie Inc. (ABBV)
- Eli Lilly and Company (LLY)
- UnitedHealth Group Incorporated (DE) (UNH)
- iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
- Novo Nordisk A/S (NVO)
Q: My healthcare sector is very low. I will buying for within my TFSA account and wonder if the ETF XHC would be good ? I can also buy 3 US healthcare companies as I would have enough funds to do so. What would be the best 3 US healthcare companies you would buy if this is preferred over the EFT?
Thanks
Thanks
Q: if chrd purchase of erf is completed, do you think chrd would list on the tsx. If not would they possibly sell -off some canadian assets.