Q: Hi, is LULU's recent drop related to the potential of tarifs? Or are they immune to tarifs?
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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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Amazon.com Inc. (AMZN)
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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Eli Lilly and Company (LLY)
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United Rentals Inc. (URI)
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lululemon athletica inc. (LULU)
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Axon Enterprise Inc. (AXON)
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Uber Technologies Inc. (UBER)
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Trane Technologies plc (TT)
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RTX Corporation (RTX)
Q: Good evening 5i Team,
If I were to scale back my positions in chip makers and AI related companies, would you please recommend a sector or sectors and your choice of companies to migrate into.
Thanks,
H
If I were to scale back my positions in chip makers and AI related companies, would you please recommend a sector or sectors and your choice of companies to migrate into.
Thanks,
H
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Celestica Inc. (CLS)
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lululemon athletica inc. (LULU)
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TerraVest Industries Inc. (TVK)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Crocs Inc. (CROX)
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Propel Holdings Inc. (PRL)
Q: Hello 5i
Please tell me the expected 2025 growth rates for the above stocks.
Which order would you buy if different than highest to lowest growth?
Thank you
Dave
Please tell me the expected 2025 growth rates for the above stocks.
Which order would you buy if different than highest to lowest growth?
Thank you
Dave
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Amazon.com Inc. (AMZN)
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Garmin Ltd. (Switzerland) (GRMN)
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Booking Holdings Inc. (BKNG)
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lululemon athletica inc. (LULU)
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Pool Corporation (POOL)
Q: In the US Consumer Discretionary sector, what would be your top 5 companies? Thank you
Q: Could you please comment on their results and outlook?
Thanks,
Milan
Thanks,
Milan
Q: Can you please rank in order of preference your top 5 buys from your tax loss publication ?
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Adobe Inc. (ADBE)
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KKR & Co. Inc. (KKR)
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lululemon athletica inc. (LULU)
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Sprouts Farmers Market Inc. (SFM)
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Celsius Holdings Inc. (CELH)
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Applovin Corporation (APP)
Q: Hello 5i
My patience is running low on CELH LULU ADBE. I'm considering switch to KKR APP SFM. I'm looking for growth with a fairly high risk tolerance.
Could I have your opinion on the growth prospects on all six of these and which would be your favourites please?
Thank you
Dave
My patience is running low on CELH LULU ADBE. I'm considering switch to KKR APP SFM. I'm looking for growth with a fairly high risk tolerance.
Could I have your opinion on the growth prospects on all six of these and which would be your favourites please?
Thank you
Dave
Q: I currently have a full position in LULU and am currently around break even. I am a bit nervous about LULU and your most recent comments have been a bit ambivalent. I'm thinking of switching to either CROX ( low PE which is uncommon these days, it seems) and ULTA ( the Buffett blessing). I like LULU and my wife (yoga instructor) has many LULU pieces as do all of her friends. So brand loyalty is strong, at least from one data point but what about the next five years? Stay or go? Thanks
Q: I am a bit underwater on LULU and am wondering, sell or hold? Your thoughts and reasoning please.
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BCE Inc. (BCE)
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lululemon athletica inc. (LULU)
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Novo Nordisk A/S (NVO)
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Ulta Beauty Inc. (ULTA)
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CrowdStrike Holdings Inc. (CRWD)
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Celsius Holdings Inc. (CELH)
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Procore Technologies Inc. (PCOR)
Q: Looking to buy good companies that have been beaten down recently but have good chance of rebounding; bce lulu novo-nordisk crowdstrike
Please comment on this plan and these stocks and add your suggestions for similar stock pick
Many thanks for your great service
Peter
Please comment on this plan and these stocks and add your suggestions for similar stock pick
Many thanks for your great service
Peter
Q: What are you thoughts about the class action lawsuit against LULU? Can you give an assessment of the management, how significant the allegations are if true, and in your experience whether more negative findings will come to light?
Q: Hi 5i,
Thank for your previous answer to my question on potential US stocks to look at for potential investment.
Out of the list provided I am interested in potentially investing in: DLR; RTX; LULU
In the event of a "pull-back" in stock valuations that may or may not come, what would you consider to be a good entry point for these stocks. I am long term 5+ year investor and I am ok with high risk.
Thank you,
Greg C.
Thank for your previous answer to my question on potential US stocks to look at for potential investment.
Out of the list provided I am interested in potentially investing in: DLR; RTX; LULU
In the event of a "pull-back" in stock valuations that may or may not come, what would you consider to be a good entry point for these stocks. I am long term 5+ year investor and I am ok with high risk.
Thank you,
Greg C.
Q: after the latest Q would you still hold it or move on to ATZ for better growth?
Q: Morning, could you compare the earnings of these two companies and indicate your preference and why.
Thx, M
Thx, M
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lululemon athletica inc. (LULU)
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Ulta Beauty Inc. (ULTA)
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Super Micro Computer Inc. (SMCI)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Aspen Aerogels Inc. (ASPN)
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Datadog Inc. (DDOG)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
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TransMedics Group Inc. (TMDX)
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Nextracker Inc. (NXT)
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GigaCloud Technology Inc (GCT)
Q: Hello Team,
Looking to purchase a couple stocks in my US dollar trading account, are you able to rank the above stocks from 1 to 12. Don't worry about size, industry or risk, will be holding for 3 years. Thanks so much!
Looking to purchase a couple stocks in my US dollar trading account, are you able to rank the above stocks from 1 to 12. Don't worry about size, industry or risk, will be holding for 3 years. Thanks so much!
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Adobe Inc. (ADBE)
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lululemon athletica inc. (LULU)
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TerraVest Industries Inc. (TVK)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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Docebo Inc. (DCBO)
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Boyd Group Services Inc. (BYD)
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Celsius Holdings Inc. (CELH)
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Duolingo Inc. (DUOL)
Q: Hello 5i
Can you please give me the expected growth rate for these companies over the next 1-2 years.
Secondly, if you had to raise cash which order would you trim or sell outright?
Thank you so much for all your help!
Dave
Can you please give me the expected growth rate for these companies over the next 1-2 years.
Secondly, if you had to raise cash which order would you trim or sell outright?
Thank you so much for all your help!
Dave
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Microsoft Corporation (MSFT)
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Micron Technology Inc. (MU)
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Starbucks Corporation (SBUX)
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lululemon athletica inc. (LULU)
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Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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Vertiv Holdings LLC Class A (VRT)
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ESAB Corporation (ESAB)
Q: LULU,VRT,GLXY,MU,MSFT,ESAB,STARBUX
Which one to keep and which one is sell?
Which one to keep and which one is sell?
Q: Hi wonder team!
Analysts have been downgrading LULU as of late and today it hit its lowest share price since 2020. I’m underwater on it and wondering if you still have confidence it will rebound in the next 12-18 months?
(Respecting this is a shorter time frame)
Are there other consumer stocks you think have more upside in the next 18 months that you would do a swap for?
Thanks so much to all of you for your guidance!
Analysts have been downgrading LULU as of late and today it hit its lowest share price since 2020. I’m underwater on it and wondering if you still have confidence it will rebound in the next 12-18 months?
(Respecting this is a shorter time frame)
Are there other consumer stocks you think have more upside in the next 18 months that you would do a swap for?
Thanks so much to all of you for your guidance!
Q: Hi Guys
At the current stock prices looking out 3 years would today you be a buyer of Lululemon or Artzia?
Thanks
Stuart
At the current stock prices looking out 3 years would today you be a buyer of Lululemon or Artzia?
Thanks
Stuart
Q: Thoughts on the drop today and whether this is a good entry given analysts apparently going sour on this name. LULU, like NKE, seems to have tremendous brand loyalty.