Q: I know you don’t follow Europe stocks but wondering if you could give thoughts on this world’s top luxury automaker. Is the div sustainable and is the Valuation as cheap as it looks. Is there an ADR with a US$ dividend?
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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.
- Amazon.com Inc. (AMZN)
- Restaurant Brands International Inc. (QSR)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Tesla Inc. (TSLA)
- Ulta Beauty Inc. (ULTA)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Crocs Inc. (CROX)
- Celsius Holdings Inc. (CELH)
- Global-E Online Ltd. (GLBE)
Q: My Consumer Descretionary % is a bit low.
1. I'm a little gun shy buying this sector right now due to economy slowing in the face of higher interest rates. It seems the consumer may be struggling here for awhile. Would you bump up a low sector waiting right now or just wait 6-12 months?
2. How would you currently rank the following watchlist for capital appreciation over the next year+? Are there some you would not really consider Consumer Descretionary - seems to be quite a range of business.
SHOP, QSR, ATZ, DOO, TSLA, MG, AMZN, ULTA, CELH, BKNG, GLBE, CROX.
1. I'm a little gun shy buying this sector right now due to economy slowing in the face of higher interest rates. It seems the consumer may be struggling here for awhile. Would you bump up a low sector waiting right now or just wait 6-12 months?
2. How would you currently rank the following watchlist for capital appreciation over the next year+? Are there some you would not really consider Consumer Descretionary - seems to be quite a range of business.
SHOP, QSR, ATZ, DOO, TSLA, MG, AMZN, ULTA, CELH, BKNG, GLBE, CROX.
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Netflix Inc. (NFLX)
- NVIDIA Corporation (NVDA)
- Ford Motor Company (F)
- Oracle Corporation (ORCL)
- Tesla Inc. (TSLA)
- Advanced Micro Devices Inc. (AMD)
- NIO Inc. American depositary shares each representing one Class A (NIO)
Q: I am heavy into Tech with most weight in NVDA @ Avg. of $222. All good stocks/COs...Should I be worried? About which ones?
Many Thanks!
Many Thanks!
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOGL)
- Intel Corporation (INTC)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- McDonald's Corporation (MCD)
- Visa Inc. (V)
- Walmart Inc. (WMT)
- Constellation Software Inc. (CSU)
- Tourmaline Oil Corp. (TOU)
- WSP Global Inc. (WSP)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Tesla Inc. (TSLA)
- Advanced Micro Devices Inc. (AMD)
- Sprott Physical Gold Trust (PHYS)
- Baytex Energy Corp (BTE)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: Hi group please indicate in what order and at what entry price would you add to the above stocks. Only comment on the top 10 out of above list (i have a 100k to spend would you go all in now or wait until markets settle Thanks for your help with this decision
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOGL)
- Microsoft Corporation (MSFT)
- Tesla Inc. (TSLA)
Q: Hello Peter,
In order of preference for long term, can you please rank the names? Much appreciated.
In order of preference for long term, can you please rank the names? Much appreciated.
Q: How does the stock look today for a long term investment? Any comments on their Dojo supercomputer and implications in the AI space.
Q: Tesla (TSLA) Yield Shares Purpose ETF. With some 'risk' funds I've made an investment in this stock. With a 15% yield it's likely "too good to be true". Can you give me some pros & cons about this ETF.
- Tesla Inc. (TSLA)
- Global X Lithium & Battery Tech ETF (LIT)
- BYD Co - Class H (BYDDF)
- QuantumScape Corporation Class A (QS)
- FREYR Battery Inc. (FREY)
- Microvast Holdings Inc. (MVST)
Q: Do you have any stocks you can recommend in the battery space? I'm seeing lots of hype about solid state batteries and other battery chemistries. With the electrification of everything, battery tech is going to continue to evolve and demand seems to be massive.
Looking for both startups and established businesses.
Thanks
Jim
Looking for both startups and established businesses.
Thanks
Jim
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Netflix Inc. (NFLX)
- NVIDIA Corporation (NVDA)
- Tesla Inc. (TSLA)
Q: Hi 5i
Can you comment on what’s expected from the “Mag 7” stock price action from Tsla, Amzn, Goog, Msft, Nvda, Meta and Nflx this coming week as the Nasdaq 100 is being re- balanced over the weekend and some of these names could be affected price wise?
Thnx much
Dave
Can you comment on what’s expected from the “Mag 7” stock price action from Tsla, Amzn, Goog, Msft, Nvda, Meta and Nflx this coming week as the Nasdaq 100 is being re- balanced over the weekend and some of these names could be affected price wise?
Thnx much
Dave
Q: Can you comment on Tesla's revenues outside of vehicles.
Tempted to pick up a small position in Tesla again ( I do sleep better without it).
Please suggest a price to buy Tesla at.
Thank you
Tempted to pick up a small position in Tesla again ( I do sleep better without it).
Please suggest a price to buy Tesla at.
Thank you
Q: Tencent Holdings Ltd OTCM: TCEHY
Should I buy this company for the game industry or would you recommend something else?
Thank you.
Should I buy this company for the game industry or would you recommend something else?
Thank you.
Q: Hi 5i,
May I please have your thoughts and takeaways on the recent quarterly results from Tesla?
What do you think about Tesla as a long term investment opportunity?
Thanks.
May I please have your thoughts and takeaways on the recent quarterly results from Tesla?
What do you think about Tesla as a long term investment opportunity?
Thanks.
- Apple Inc. (AAPL)
- Tesla Inc. (TSLA)
- Ferrari N.V. (RACE)
- Heico Corporation (HEI)
- Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY)
Q: Hi,
I have had Heico on my watchlist for quite some time but never purchased any because of the premium valuation. Everything I read about it (including the questions/answers on 5i) is positive so I'm wondering if it is one of those stocks that warrants a premium valuation, ie. will always be expensive?
I do own some Ferrari (RACE) shares which have done well for me and are also at a premium valuation, but it seems (at least so far) that it deserves the premium. Same story for my Tesla shares. So I am wondering if Heico is similar to RACE and Tesla in that way? Would you consider a purchase of Heico for a growth investor with a long time frame?
Thank you,
I have had Heico on my watchlist for quite some time but never purchased any because of the premium valuation. Everything I read about it (including the questions/answers on 5i) is positive so I'm wondering if it is one of those stocks that warrants a premium valuation, ie. will always be expensive?
I do own some Ferrari (RACE) shares which have done well for me and are also at a premium valuation, but it seems (at least so far) that it deserves the premium. Same story for my Tesla shares. So I am wondering if Heico is similar to RACE and Tesla in that way? Would you consider a purchase of Heico for a growth investor with a long time frame?
Thank you,
- Apple Inc. (AAPL)
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- General Motors Company (GM)
- Loews Corporation (L)
- Eli Lilly and Company (LLY)
- Constellation Software Inc. (CSU)
- Restaurant Brands International Inc. (QSR)
- Kinaxis Inc. (KXS)
- Tesla Inc. (TSLA)
- Advanced Micro Devices Inc. (AMD)
- INVESCO QQQ Trust (QQQ)
- TFI International Inc - Ordinary Shares (TFII)
- Topicus.com Inc. (TOI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi group I just sold NVDA @ $425. The plan was to wait for a pullback so i could repurchase. Looking like that will not work out. So should I buy AMD or ADBE Or? ...or just wait for a market adjustment broad based
2nd question i presently own the follow stocks and would like to add to some to them. In What order and price would you buy or should i be patient and just wait?
CSU AAPL AMAZ GOOG BN BAM KXS ATZ LLY NVEL TFII GSY BYD MSFT GSY TSLA QQQ TOI ATZ GM QSR L
Thanks for your help with these decisions deduct credits as required
2nd question i presently own the follow stocks and would like to add to some to them. In What order and price would you buy or should i be patient and just wait?
CSU AAPL AMAZ GOOG BN BAM KXS ATZ LLY NVEL TFII GSY BYD MSFT GSY TSLA QQQ TOI ATZ GM QSR L
Thanks for your help with these decisions deduct credits as required
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOGL)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Tesla Inc. (TSLA)
- Berkshire Hathaway Inc. (BRK.B)
Q: Hi Peter and company,
What would be the percent weight range holding the “magnificent 7” in a portfolio for a growth investor? Are there any names you would substitute? Expand to 10?
Thanks for the great service,
Angelo
What would be the percent weight range holding the “magnificent 7” in a portfolio for a growth investor? Are there any names you would substitute? Expand to 10?
Thanks for the great service,
Angelo
Q: I have a small holding in Tesla shares and have been buying only when share price drops below $180. I do not intend to allow this holding to go above 3% of portfolio. Given current momentum what price would you now consider a very good entry point?
Thank you,
Mike
Thank you,
Mike
- Ford Motor Company (F)
- General Motors Company (GM)
- Tesla Inc. (TSLA)
- BWX Technologies Inc. (BWXT)
- Extreme Networks Inc. (EXTR)
- ChargePoint Holdings Inc. (CHPT)
Q: CHPT held a lot of promise but now I find myself looking at a 30% loss on paper after the GM,F & TSLA news.
Any significant opportunity for a recovery or time to sell and move on?
If I do sell where could I deploy the funds in terms of staying with a growth stock ( with much less risk than Chpt , especially the balance sheet)
Thanks.
Any significant opportunity for a recovery or time to sell and move on?
If I do sell where could I deploy the funds in terms of staying with a growth stock ( with much less risk than Chpt , especially the balance sheet)
Thanks.
Q: I have a small position in QCLN in my RRSP. It has dropped 35% since I bought it. I have some extra cash in that account and was wondering what you think of me adding to it. Do you like the fund overall? Is now a good time to add? The bulk of my RRSP is in an income fund, so I was hoping to add a bit of growth and was looking for something a bit different. Thanks.
Q: What's your take on Tesla at this point? Is it a buy, thinking about a long term position here.
- Meta Platforms Inc. (META)
- NVIDIA Corporation (NVDA)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Tesla Inc. (TSLA)
- Super Micro Computer Inc. (SMCI)
- Celsius Holdings Inc. (CELH)
- Palantir Technologies Inc. Class A (PLTR)
- C3.ai Inc. Class A (AI)
- Duolingo Inc. (DUOL)
Q: What are your 10 top momentum plays?