Q: Based on the recent quarter results and comments going to 2029, would you switch to Copart for the long term?
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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.
Q: Hello Team,
What are your thoughts on these two companies and which would be you favor if either as a strong compounder going forward?
Thanks,
Barry
What are your thoughts on these two companies and which would be you favor if either as a strong compounder going forward?
Thanks,
Barry
Q: Hi gang,
I’m looking to buy copart. Any suggestions? What is the upside from here. ?
Thanks. Alnoor
I’m looking to buy copart. Any suggestions? What is the upside from here. ?
Thanks. Alnoor
Q: Hi gang,
What is your take on CPRT? I am at a break even point. Buy more, hold or sell . I have 3.5 % would like to to add 1.5% or sell all.
Thanks. Alnoor
What is your take on CPRT? I am at a break even point. Buy more, hold or sell . I have 3.5 % would like to to add 1.5% or sell all.
Thanks. Alnoor
Q: I have heard a lot of good thing about CPRT. Can you explain why its better company compare to its competitor. what is it doing that's giving it a edge over others?
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Amazon.com Inc. (AMZN)
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Microsoft Corporation (MSFT)
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Constellation Software Inc. (CSU)
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Restaurant Brands International Inc. (QSR)
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Descartes Systems Group Inc. (The) (DSG)
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Alimentation Couche-Tard Inc. (ATD)
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Copart Inc. (CPRT)
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Old Dominion Freight Line Inc. (ODFL)
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Heico Corporation (HEI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Greetings 5i,
Can you list your 5 best managed US and 5 best managed Canadian publicly traded companies. Also please briefly explain why they make your list.
Cheers!
Can you list your 5 best managed US and 5 best managed Canadian publicly traded companies. Also please briefly explain why they make your list.
Cheers!
Q: Can you provide a current outlook on these two from a valuation perspective
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Amazon.com Inc. (AMZN)
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Broadcom Inc. (AVGO)
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Monster Beverage Corporation (MNST)
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NVIDIA Corporation (NVDA)
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O'Reilly Automotive Inc. (ORLY)
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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TFI International Inc. (TFII)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD)
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Ulta Beauty Inc. (ULTA)
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OTC Markets Group Inc - Class A (OTCM)
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Fair Isaac Corporation (FICO)
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Copart Inc. (CPRT)
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Transdigm Group Incorporated (TDG)
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Axon Enterprise Inc. (AXON)
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Old Dominion Freight Line Inc. (ODFL)
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Saia Inc. (SAIA)
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Boyd Gaming Corporation (BYD)
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Heico Corporation (HEI)
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Celsius Holdings Inc. (CELH)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi Peter and 5iresearch team:
In your answer to Gerry's question on Feb 16, you mentioned that CSU and ATB have been the best Canadian compounders over the last ten years. You added DOL, BYD, TFII, BN, CLL.B, TRI based on historical performance and you are expecting LMN.V, TVK, HPS.A, TOI, GSY to be potential Canadian compounders in the future.
1. Would YOU still invest in CSU, ATB, DOL, BYD, TFII, BN, CLL.B, TRI with the same conviction and weighting?
2. Could you please provide a similar answer but for the US market? Please provide 10 or so best US compounders based on historical performance that YOU think investors should keep investing in and 5 or so US companies that YOU would buy as potential US compounders in the future.
Thank you for the great service.
In your answer to Gerry's question on Feb 16, you mentioned that CSU and ATB have been the best Canadian compounders over the last ten years. You added DOL, BYD, TFII, BN, CLL.B, TRI based on historical performance and you are expecting LMN.V, TVK, HPS.A, TOI, GSY to be potential Canadian compounders in the future.
1. Would YOU still invest in CSU, ATB, DOL, BYD, TFII, BN, CLL.B, TRI with the same conviction and weighting?
2. Could you please provide a similar answer but for the US market? Please provide 10 or so best US compounders based on historical performance that YOU think investors should keep investing in and 5 or so US companies that YOU would buy as potential US compounders in the future.
Thank you for the great service.
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Booking Holdings Inc. (BKNG)
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Copart Inc. (CPRT)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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CrowdStrike Holdings Inc. (CRWD)
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Celsius Holdings Inc. (CELH)
Q: Hi,
Would you add to these names currently for a long term hold? Especially CRWD, AXON, CPRT, and BKNG, near or breaking out to new highs. Considering their valuations, growth, etc.. what order would you add and how much conviction (1-10) do you have for each name? Thanks!
Would you add to these names currently for a long term hold? Especially CRWD, AXON, CPRT, and BKNG, near or breaking out to new highs. Considering their valuations, growth, etc.. what order would you add and how much conviction (1-10) do you have for each name? Thanks!
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Mastercard Incorporated (MA)
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BRP Inc. Subordinate Voting Shares (DOO)
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Kinaxis Inc. (KXS)
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Premium Brands Holdings Corporation (PBH)
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Tamarack Valley Energy Ltd. (TVE)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Trisura Group Ltd. (TSU)
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Copart Inc. (CPRT)
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WELL Health Technologies Corp. (WELL)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Heico Corporation (HEI)
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CrowdStrike Holdings Inc. (CRWD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hi,
These are some names that I hold that are smaller weights in my portfolio (<2%) and I would like to add to my positions. From comments, I think all of them are solid going forward and some have run hard, such as HPS.A, TVK, CRWD...The thing I've struggled with before is adding to names at the wrong time after they've had a good run and then the market turns and your gains turn into losses. How do you approach these situations and when do you decide to add to a starter position.
Would you be comfortable adding to any of these names at the current prices and can you rank which ones you would add to first?
With the market at record levels, I'm a bit more gun shy of doing so but I think on any market pullback, I would add to any of these names. Would you agree?
I remember a question you answered recently about increasing the avg. cost base vs the % of the position when adding. So for example, I bought HPS.A at $50 and now its $93 for a nice gain, however it's only 1.5% of my portfolio now. So if you are comfortable with a 3% position, do I just add now to get to that 3% even with the run that its had? Or wait for a nice pullback, which of course is impossible to predict. I try not to anchor prices and of course the buyers today are forward looking and expect good things to continue. How do you approach this? Thanks!
These are some names that I hold that are smaller weights in my portfolio (<2%) and I would like to add to my positions. From comments, I think all of them are solid going forward and some have run hard, such as HPS.A, TVK, CRWD...The thing I've struggled with before is adding to names at the wrong time after they've had a good run and then the market turns and your gains turn into losses. How do you approach these situations and when do you decide to add to a starter position.
Would you be comfortable adding to any of these names at the current prices and can you rank which ones you would add to first?
With the market at record levels, I'm a bit more gun shy of doing so but I think on any market pullback, I would add to any of these names. Would you agree?
I remember a question you answered recently about increasing the avg. cost base vs the % of the position when adding. So for example, I bought HPS.A at $50 and now its $93 for a nice gain, however it's only 1.5% of my portfolio now. So if you are comfortable with a 3% position, do I just add now to get to that 3% even with the run that its had? Or wait for a nice pullback, which of course is impossible to predict. I try not to anchor prices and of course the buyers today are forward looking and expect good things to continue. How do you approach this? Thanks!
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Booking Holdings Inc. (BKNG)
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Tractor Supply Company (TSCO)
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TJX Companies Inc. (The) (TJX)
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BRP Inc. Subordinate Voting Shares (DOO)
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Magna International Inc. (MG)
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lululemon athletica inc. (LULU)
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Ulta Beauty Inc. (ULTA)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Align Technology Inc. (ALGN)
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Five Below Inc. (FIVE)
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iShares U.S. Home Construction ETF (ITB)
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Copart Inc. (CPRT)
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Hilton Worldwide Holdings Inc. (HLT)
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Crocs Inc. (CROX)
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Boyd Group Services Inc. (BYD)
Q: I am low on Consumer Cyclicals. What portfolio percentage do you advise to allocate? I have broken down the sector into sub-categories: housing, e-commerce, retail, personal services, lodging. Am I missing a sub-sector that shoud be included? Which ones have the most potential? I have listed some names - but am not tied to any. Apart from AMZN [owned], what are the top 5 or more that you would buy today and any others to keep on watchlist with buy targets? Please rank.
Q: Both of these companies are trending in the right direction. I can only afford to buy one from this sector. Which one would you recommend for greater growth in the next 3-5 years. Thnks
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Booking Holdings Inc. (BKNG)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Toromont Industries Ltd. (TIH)
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Thomson Reuters Corporation (TRI)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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KKR & Co. Inc. (KKR)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Ulta Beauty Inc. (ULTA)
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Five Below Inc. (FIVE)
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Copart Inc. (CPRT)
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Old Dominion Freight Line Inc. (ODFL)
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Saia Inc. (SAIA)
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Heico Corporation (HEI)
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Topicus.com Inc. (TOI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Lumine Group Inc. (LMN)
Q: Hello 5i Team,
Could you please suggest 20 Canadian and/or U.S. stocks for a "buy and hold" portfolio in an RRSP with average-to-above-average risk and a 5+ year timeframe.
Feel free to subtract as many credits as you see fit.
Thanks in advance for your always helpful advice!
Could you please suggest 20 Canadian and/or U.S. stocks for a "buy and hold" portfolio in an RRSP with average-to-above-average risk and a 5+ year timeframe.
Feel free to subtract as many credits as you see fit.
Thanks in advance for your always helpful advice!
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Booking Holdings Inc. (BKNG)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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TFI International Inc. (TFII)
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Ulta Beauty Inc. (ULTA)
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Five Below Inc. (FIVE)
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Copart Inc. (CPRT)
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Old Dominion Freight Line Inc. (ODFL)
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Heico Corporation (HEI)
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Topicus.com Inc. (TOI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Lumine Group Inc. (LMN)
Q: My wife took early retirement with DB plan. Her RRSP and TFSA are well diversified. She has enough money to invest in about 10 companies. This money is not needed in foreseeable future. However, a small dividend is appreciated along with capital appreciation. It will be invested in a regular account. Can you please suggest top 12 companies.
Thanks inadvance
Thanks inadvance
Q: Can you give a current comment on your favourite name between CPRT and ODFL.Thank you
Q: Hi - nothing recent asked about this company. What would be your current thoughts on this name as a potential buy opportunity?
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Adobe Inc. (ADBE)
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Alphabet Inc. (GOOG)
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Intuit Inc. (INTU)
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Microsoft Corporation (MSFT)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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TMX Group Limited (X)
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Thomson Reuters Corporation (TRI)
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Copart Inc. (CPRT)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: What would be the 5 Canadian & 5 US stocks that have the biggest moats at this time? Thanks
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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The Trade Desk Inc. (TTD)
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Copart Inc. (CPRT)
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Old Dominion Freight Line Inc. (ODFL)
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Heico Corporation (HEI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi,
Can I get your 5 best ideas - US or Cdn, regardless of sector - businesses that are founder-led, little or no debt, history of high ROIC?
Thank you,
Can I get your 5 best ideas - US or Cdn, regardless of sector - businesses that are founder-led, little or no debt, history of high ROIC?
Thank you,
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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PepsiCo Inc. (PEP)
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Vanguard S&P 500 Index ETF (VFV)
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Vanguard S&P 500 ETF (VOO)
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INVESCO QQQ Trust (QQQ)
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Copart Inc. (CPRT)
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Hilton Worldwide Holdings Inc. (HLT)
Q: What are your top 4-5 picks (stocks or ETFs) for an RRSP with a 15-20 year horizon?
Thanks,
Thanks,
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Adobe Inc. (ADBE)
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Alphabet Inc. (GOOG)
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Intuit Inc. (INTU)
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Deere & Company (DE)
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Rockwell Automation Inc. (ROK)
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United Rentals Inc. (URI)
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ServiceNow Inc. (NOW)
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The Trade Desk Inc. (TTD)
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Copart Inc. (CPRT)
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Crocs Inc. (CROX)
Q: Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech? - this was asked and you said the list would longer if it was asked the other way around, can I have the list of this question asked the other way around?