Investment Q&A

Q: Which clothing company do you prefer between lulu, goos and atz short term and long term?

Is QS attractive back in the $60 range, or what price should you find it attractive if any at this point?

Thanks very much
Brian

Q: Thoughts on Lulu Lemon? How "expensive" are they relative to peers on a forward basis?

I think their international expansion could be really successful.

Q: Is it too late to buy ATZ? Are there others in the sector you like better?

Q: For Form T1135 purposes, are these 2 companies considered Canadian not US?
Thank you.

Q: Hello Folks:
As the Covid situation has hastened the move to online shopping, some brick and mortar stores are going to have a much brighter future than others. Businesses such as Walmart and Best Buy appear to be having more success than others. I would appreciate your suggestions on choosing companies which have the brightest future integrating these two systems.
Thank you again for your great service!
brian

Q: If only one could be bought which one is the better buy for the short-medium term. Canada Goose or Lululemon.

Thanks Valter

Q: Hello 5i,
If you were to choose one today for growth what would it be and why?
Thank you!
Dave

Q: Good Morning Peter & team,

so... As per your comments couple of days ago referring to a positive outlook for ATZ being dependent on the Oct 14 earnings call, I am assuming??? the very positive move today (up over 8%) is a result of a good report yesterday?

If you could please provide your opinion of the recent ATZ Earnings Call and any forward looking opinions you may have.

Also, in consideration for the very negative a brick & mortar report (malls primarily) which I saw yesterday along with the very positive on-line shopping results reported, are there any other companies which are related to on-line shopping you think we should consider moving forward in 2021come as we/if we come out the other end of Covid? Also, please confirm ATZ & LSPD are considered Industrials.

ps... presently my portfolio has a 5% position ATZ & 4.8% LSPD

Thanks for all you do

gm

Q: What are your best HIGH Growth ideas in Canadian and US stocks.
I'm willing to accept high volatility and RISK.

Thanks

Q: I'm looking for a few suggestions of economy re-opening stocks, US and CAD that you would consider 'investable' with a recovery taking place over the next year or so.

Q: Can I get your thoughts on these two companies? How do they compare in fundamentals, valuation and growth prospects? Honestly I didn’t think PTON would do this well because of the price point and if Covid didn’t come, I don’t think the stock would be where it is today. PTON been growing lots lately and with LULU buying Mirror recently, do you think this theme of convenience at home fitness will continue into the future after things return to normal? Would you be a buyer now and which one would you buy and why? Half or full position? Looking for long term growth. Thanks!

Q: Can you please compare/contrast Nike and Lulu in terms of P/E, growth prospects, and what you think of them?

Thank you very much as always.

Q: I know this is tough to answer but are there any companies out there you see today that could potentially duplicate the great returns of the SHOP,CSU,NFLX, LULU etc.. either in US or Canada? thank you

Q: Just read Peter"s latest article in the Financial Post "Five blockbuster deals that would inject some excitement into markets during quarantine". So with a limited amount of cash on hand which of these possible deals is the most likely? A list of 1 to 5 woiuld be great. And should I be buying the predator or the prey?
thank you

Q: Hi 5i team,

Can you please comment on Lululemon's B/S? Is it okay to buy at current price？

Thank you,

Q: If one had to choose between FTNT + LULU over 2-3 years and why.

Thanks for all your great work.

Mark

Q: Can you give me for and against thesis for ZOE, LULU, MSCI and which would be your current preference?
Thank you

Q: What would be a good company to buy shares in for a teenager for his first investment? It was mentioned before that it increases interest in investing if the teen knows about the company. I was thinking of Costco, Disney, Mcdonalds?
Would you be able to provide a top 3-4 names in Canada and 3-4 in the US as suggestions? Thanks

Q: Cons Disc [CD] portfolio target is 9%; current holdings 1.5% ea AMZN, SHOP [technically IT, but now more similar to AMZN? if not, then only 3% allocated], and CMCSA. 5+ yrs growth goal. To add and/ or new buys?
1. e-commerce: AMZN, SHOP, others?
2. retail watch list [WList]: advise re LULU, NKE, SBUX, others?
3. TV/ connected WList: DIS, ROKU & TLRA [both IT, but ultimately tied to Consumer spending]
4. Or, XLY and/ or TDB 424 Fund [Entertainment & Communication holds some Cons Disc, but not 100%] or other.
This is a mix but would appreciate your advice with sector allocation.
Thx

Q: I have a small US account and am looking to add a couple of companies to it. I realize that you do not provide extensive coverage of US stocks but would it be possible to recommend a few small to mid cap growth companies with a one to three year time horizon. Sector and volatility are not factors. Thanks.