Q: What does the outlook look like for these 3 stocks, how do their fundamentals compare and if you could only pick one, which would you choose? Thanks.
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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.
- Elastic N.V. (ESTC)
- Crocs Inc. (CROX)
- SPX Technologies Inc. (SPXC)
- TransMedics Group Inc. (TMDX)
- Nextracker Inc. (NXT)
Q: Small caps have lagged the market. What are your top 5 Small Cap Canadian Names and top 5 US Small Cap names? Could you also indicate good entry points. Please deduct appropriate credits.
Thanks
Tim
Thanks
Tim
- Analog Devices Inc. (ADI)
- Ulta Beauty Inc. (ULTA)
- Crocs Inc. (CROX)
- LPL Financial Holdings Inc. (LPLA)
- Heico Corporation (HEI)
- Interactive Brokers Group Inc. (IBKR)
- Celsius Holdings Inc. (CELH)
- Duolingo Inc. (DUOL)
Q: I was interested in your reply to Ronnie today (14th) on U.S. growth suggestions. As individual securities you suggested IBKR, LPLA, CELH, CROX, DUOL. If I was to add HEI, ADI and ULTA to that list could you rank all 8 for say 5 yr pure growth potential and then re-rank if one was seeking a balance of both growth and safety? Thank you.
- Bank of America Corporation (BAC)
- Citigroup Inc. (C)
- Deere & Company (DE)
- Danaher Corporation (DHR)
- Honeywell International Inc. (HON)
- JPMorgan Chase & Co. (JPM)
- Thermo Fisher Scientific Inc (TMO)
- Palo Alto Networks Inc. (PANW)
- Arista Networks Inc. (ANET)
- Zscaler Inc. (ZS)
- Crocs Inc. (CROX)
- Synopsys Inc. (SNPS)
- SPS Commerce Inc. (SPSC)
- CrowdStrike Holdings Inc. (CRWD)
- iShares Core S&P Small-Cap ETF (IJR)
- Shift4 Payments Inc. Class A (FOUR)
- IJTiShares S&P Small-Cap 600 Growth ETF (IJT)
Q: The magnificent 7 have had a nice run in 2023. Assuming that the market is broadening out, can you suggest around 5 to 10 US stocks and/or ETFs where money is rotating to. Medium risk stocks. Also what sectors should benefit in the next phase of the economic cycle?
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- iShares Russell 2000 Growth ETF (IWO)
- Vanguard S&P 500 Index ETF (VFV)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Super Micro Computer Inc. (SMCI)
- Crocs Inc. (CROX)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
- IJTiShares S&P Small-Cap 600 Growth ETF (IJT)
Q: I am looking to set up an RESP for grandchildren aged 8 and 6 with about $40k that will be added to annually. I am thinking of purchasing 8 stocks in roughly equal amounts - ISRG, CROX, GOOG, NVDA, BN, LMN, SMCI, HPS.A
Is 8 stocks too limiting and should I look at ETFs for some sectors or should this give the plan a good start and greater diversification can occur as the plan grows?
Anything you see here that raises a red flag or are there other stocks I should consider?
Appreciate your insight.
Paul F.
Is 8 stocks too limiting and should I look at ETFs for some sectors or should this give the plan a good start and greater diversification can occur as the plan grows?
Anything you see here that raises a red flag or are there other stocks I should consider?
Appreciate your insight.
Paul F.
- Bank of America Corporation (BAC)
- BlackRock Inc. (BLK)
- Home Depot Inc. (The) (HD)
- McDonald's Corporation (MCD)
- Philip Morris International Inc (PM)
- iShares Russell 2000 Growth ETF (IWO)
- iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
- Vanguard S&P 500 Index ETF (VFV)
- Invesco S&P 500 Equal Weight ETF (RSP)
- Crocs Inc. (CROX)
- LPL Financial Holdings Inc. (LPLA)
- Interactive Brokers Group Inc. (IBKR)
- Celsius Holdings Inc. (CELH)
- Duolingo Inc. (DUOL)
- IJTiShares S&P Small-Cap 600 Growth ETF (IJT)
Q: The U.S. is growing much faster than Canada. Canada’s much slower economic growth relative to the U.S. seems to be related namely mortgage debt, Given this situation, can you suggest 1) Individual U.S. stocks for capital gain 2) Individual U.S. stocks that pay dividends, and 3) U.S. ETFs? Thank you
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- QUALCOMM Incorporated (QCOM)
- Super Micro Computer Inc. (SMCI)
- Crocs Inc. (CROX)
- CrowdStrike Holdings Inc. (CRWD)
- InMode Ltd. (INMD)
Q: If you did a US version of the 5i Balanced/Income/Growth portfolio setup, to which of the three portfolios would you assign the above stocks ? At approximately what weighting ? Are there any that you wouldn't consider ? Please ignore sector diversification.
Many thanks, as always.
Many thanks, as always.
Q: Earlier you answered a question about Crox vs BYD, and you mentioned the valuations were 8x vs 44x. Just curious what metric you are using there (P/E?), and what is the most commonly accepted metric when discussing the high level valuation of a company and if its cheap or expensive? Thx
- Bank of Nova Scotia (The) (BNS)
- Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
- Super Micro Computer Inc. (SMCI)
- Crocs Inc. (CROX)
Q: Mr. Hodson, I recall an appearance of your’s on market call several years back, when you deviated from your small to mid cap Canadian equity mandate and recommended Micron technologies because it was simply ‘stupid cheap’ at the time.
Are there any companies out there, CAD or US that would qualify as stupid cheap currently, and hard to ignore as a result. Are any of them compelling enough to buy?
Thank you.
Are there any companies out there, CAD or US that would qualify as stupid cheap currently, and hard to ignore as a result. Are any of them compelling enough to buy?
Thank you.
Q: I have owned BYD for several years, and although I am not unhappy with it, I wonder if other discretionary stocks might have more growth in the future. I am thinking specifically of CROX and/or DOO. BRD strikes me as the less volatile pick but I am willing to take on more risk if the growth profile is greater. How would 5i rank these stocks for a long-term hold?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
- Crocs Inc. (CROX)
- Comfort Systems USA Inc. (FIX)
- Qualys Inc. (QLYS)
- SPS Commerce Inc. (SPSC)
- Lantheus Holdings Inc. (LNTH)
Q: As you look into your crystal ball, could you please prioritize, top to bottom, your top 5 US mid cap stocks for a five year plus hold. Thanks
- Albemarle Corporation (ALB)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Trisura Group Ltd. (TSU)
- Paycom Software Inc. (PAYC)
- Crocs Inc. (CROX)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Which point in the calendar is the best time to pick up next year’s bounce back candidates that are currently in the midst of heavy tax loss selling? Please advise.
Also. Please name top 3 candidates in cad and us market, and if you deem any of them too particularly compelling.
Also. Please name top 3 candidates in cad and us market, and if you deem any of them too particularly compelling.
- lululemon athletica inc. (LULU)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Five Below Inc. (FIVE)
- Crocs Inc. (CROX)
Q: Hi, I sold CROX and ATZ both for a tax loss but both have now come back and seem to have good momentum. Would you be buying either or both of these now? Do you prefer one over the other? They both seem to be moving almost in tandem at this time. Is there another name in the space you like more. Thank you in advance!
Q: CROX is having a nice bounce back from its lows. Should I stick with it or switch to BKNG?
Thanks,
Neil
Thanks,
Neil
- Intuitive Surgical Inc. (ISRG)
- Dollar General Corporation (DG)
- Ford Motor Company (F)
- Purpose Core Dividend Fund (PDF)
- iShares S&P Global Clean Energy Index Fund (ICLN)
- Crocs Inc. (CROX)
- Opera Limited (OPRA)
- Perion Network Ltd (PERI)
- InMode Ltd. (INMD)
Q: CROX,DG,FOX.F,INMD,IRSG,ICLN,PERI,OPRA,PDF.Which looser not to sell, which to buy back?
Q: Still looking into tax loss selling. The last few days have made me somewhat apprehensive, though. Things can shoot up fast. I have, unfortunately, fairly substantial losses in these three. Does 5i have any objections to selling, with the perspective of buying back later?
Thanks for your excellent advice
Thanks for your excellent advice
- Amazon.com Inc. (AMZN)
- Booking Holdings Inc. (BKNG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Crocs Inc. (CROX)
Q: With the recent report showing that retail sales seem to be slowing, how vulnerable do you feel these companies will be to downward share price pressure - and your best guesstimate as to what degree and for how long?
Many thanks.
Many thanks.
- Booking Holdings Inc. (BKNG)
- Eli Lilly and Company (LLY)
- United Rentals Inc. (URI)
- Tesla Inc. (TSLA)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Perion Network Ltd (PERI)
- InMode Ltd. (INMD)
- eXp World Holdings Inc. (EXPI)
Q: For the listed companies, what would be your ranking in-terms of attractiveness if adding to a portfolio today?
Q: Hi Peter,
Crox’s latest sales forecast is disappointing and the stock has steadily been dropping for many months. What do you see is necessary before this stock will regain confidence and pop? I have this stock in my TFSA so cannot take advantage of tax loss. Is this stock worthwhile to hold onto? With the opportunity cost, does it makes sense to switch? Which other US consumer stocks would you rather buy at this time that have a much higher growth projection for the next few years and financial stability to weather a recession? Thanks.
Crox’s latest sales forecast is disappointing and the stock has steadily been dropping for many months. What do you see is necessary before this stock will regain confidence and pop? I have this stock in my TFSA so cannot take advantage of tax loss. Is this stock worthwhile to hold onto? With the opportunity cost, does it makes sense to switch? Which other US consumer stocks would you rather buy at this time that have a much higher growth projection for the next few years and financial stability to weather a recession? Thanks.
Q: Disappointed with Crox. What are some other options if I don’t want to wait around?