Q: BKNG has been falling for three months, which has accelerated in the past few weeks after GOOG announced a new platform for searching vacation travel. It has dropped about 25% in the past 3 months. I am wondering if Google's platform is a major threat or not. Is BKNG earnings still going to grow going forward?
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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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Costco Wholesale Corporation (COST $893.29)
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Alphabet Inc. (GOOG $289.98)
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Microsoft Corporation (MSFT $478.43)
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GE Aerospace (GE $290.62)
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Eli Lilly and Company (LLY $1,043.29)
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Walmart Inc. (WMT $107.11)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,364.20)
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Constellation Software Inc. (CSU $3,220.99)
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ARC Resources Ltd. (ARX $25.07)
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Tourmaline Oil Corp. (TOU $61.24)
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Celestica Inc. (CLS $398.02)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.92)
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goeasy Ltd. (GSY $117.80)
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Aritzia Inc. Subordinate Voting Shares (ATZ $101.74)
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INVESCO QQQ Trust (QQQ $585.67)
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $28.52)
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Boyd Group Services Inc. (BYD $215.50)
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Ninepoint Energy Income FUnd (NRGI)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.60)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.74)
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Lumine Group Inc. (LMN $25.55)
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GE Vernova Inc. (GEV $558.03)
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Alphabet CDR (CAD Hedged) (GOOG $47.10)
Q: want to raise some cash(tech breaking down technically) in what order would you sell the above listed stocks bearing some are winners and some are losers so what your recommendation sell winners or losers first without getting in to too much specifics. CSU as an example sell now to claim loss or then buy back after 30 days FFH on the other hand is up 60% so sell now and hope to buy back later at lower price. what would you do? Remember i want to raise cash so how would you approach this rebalancing ...thanks for your help
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Amazon.com Inc. (AMZN $217.14)
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Broadcom Inc. (AVGO $346.82)
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Alphabet Inc. (GOOG $289.98)
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Microsoft Corporation (MSFT $478.43)
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NVIDIA Corporation (NVDA $180.64)
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Amphenol Corporation (APH $130.36)
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Rockwell Automation Inc. (ROK $368.70)
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Celestica Inc. (CLS $398.02)
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Advanced Micro Devices Inc. (AMD $206.02)
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Arista Networks Inc. (ANET $119.59)
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Comfort Systems USA Inc. (FIX $876.19)
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Fabrinet (FN $387.22)
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Vertiv Holdings LLC Class A (VRT $159.61)
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IREN Limited (IREN $43.47)
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Nebius Group N.V. (NBIS $84.64)
Q: Would you recommend taking a small position in AI at this point, and if so what would be your first choice in a stock and/or ETF?
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Alphabet Inc. (GOOG $289.98)
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Eli Lilly and Company (LLY $1,043.29)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.92)
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EnerSys (ENS $132.95)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.60)
Q: What would be your top 5 picks for a minimum 5 year hold
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Alphabet Inc. (GOOG $289.98)
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Caterpillar Inc. (CAT $546.13)
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Home Depot Inc. (The) (HD $332.38)
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McDonald's Corporation (MCD $304.16)
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United Rentals Inc. (URI $770.00)
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Bank of Nova Scotia (The) (BNS $93.59)
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TMX Group Limited (X $51.55)
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goeasy Ltd. (GSY $117.80)
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Boyd Group Services Inc. (BYD $215.50)
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Dominion Lending Centres Inc. (DLCG $9.61)
Q: With the recent drops in stock mkt. Could u suggest 5 undervalue Cdn. dividend & growth stocks, as well as 5 under value US dividend & growth stocks. Take as many credits as u see fit
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Amazon.com Inc. (AMZN $217.14)
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Alphabet Inc. (GOOG $289.98)
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Intuitive Surgical Inc. (ISRG $552.23)
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Booking Holdings Inc. (BKNG $4,583.10)
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Shopify Inc. (SHOP $144.56)
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Nebius Group N.V. (NBIS $84.64)
Q: I’ve held BNKG for a little over a year at a very small gain.. It appears to remain fairly resilient in this market which is obviously comforting, yet I struggle with how stagnant the share price seems.
There are plenty of opportunities right now in the market, and was thinking on selling my BKNG. Using that money towards a “better opportunity” at a discount.
This is somewhat of a timing question, yet I feel taking advantage of this correction right now only makes sense.
Thoughts ?
Which 5 companies provide the very best opportunity at their respectful discounts? In order ideally. Thanks
There are plenty of opportunities right now in the market, and was thinking on selling my BKNG. Using that money towards a “better opportunity” at a discount.
This is somewhat of a timing question, yet I feel taking advantage of this correction right now only makes sense.
Thoughts ?
Which 5 companies provide the very best opportunity at their respectful discounts? In order ideally. Thanks
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Meta Platforms Inc. (META $589.15)
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Alphabet Inc. (GOOG $289.98)
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Intuitive Surgical Inc. (ISRG $552.23)
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NVIDIA Corporation (NVDA $180.64)
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Booking Holdings Inc. (BKNG $4,583.10)
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JPMorgan Chase & Co. (JPM $298.38)
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Oracle Corporation (ORCL $210.69)
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United Rentals Inc. (URI $770.00)
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Walmart Inc. (WMT $107.11)
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Axon Enterprise Inc. (AXON $519.61)
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CECO Environmental Corp. (CECO $49.67)
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EnerSys (ENS $132.95)
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RTX Corporation (RTX $172.05)
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Coinbase Global Inc (COIN $238.16)
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Robinhood Markets Inc. (HOOD $106.21)
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Nebius Group N.V. (NBIS $84.64)
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Galaxy Digital Inc. (GLXY $24.03)
Q: Hello 5i,
Following my SEPT 30th question and joining portfolio analytics I’ve embarked on my retooling. Following some of the great suggestions, still entering haha.
Long, Eq Wt; JPM, BN, NVDA, GOOG, META, NBIS, HOOD, COIN, GLXY, ORCL, AXON.
Starters; KRMN, CLS, SHOP, URI, WMT, CSU.
If this is YOUR U.S. portfolio what are the
next 3 full positions? And 2 starters to build out?
Yours truly, acutely aware of the risk etc etc.
Following my SEPT 30th question and joining portfolio analytics I’ve embarked on my retooling. Following some of the great suggestions, still entering haha.
Long, Eq Wt; JPM, BN, NVDA, GOOG, META, NBIS, HOOD, COIN, GLXY, ORCL, AXON.
Starters; KRMN, CLS, SHOP, URI, WMT, CSU.
If this is YOUR U.S. portfolio what are the
next 3 full positions? And 2 starters to build out?
Yours truly, acutely aware of the risk etc etc.
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Apple Inc. (AAPL $266.25)
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Amazon.com Inc. (AMZN $217.14)
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Alphabet Inc. (GOOG $289.98)
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Intuitive Surgical Inc. (ISRG $552.23)
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NVIDIA Corporation (NVDA $180.64)
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Booking Holdings Inc. (BKNG $4,583.10)
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Salesforce Inc. (CRM $225.37)
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JPMorgan Chase & Co. (JPM $298.38)
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Eli Lilly and Company (LLY $1,043.29)
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United Rentals Inc. (URI $770.00)
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Visa Inc. (V $323.77)
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Toronto-Dominion Bank (The) (TD $114.66)
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Enbridge Inc. (ENB $68.13)
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Constellation Software Inc. (CSU $3,220.99)
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Dollarama Inc. (DOL $198.34)
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WSP Global Inc. (WSP $240.72)
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Celestica Inc. (CLS $398.02)
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Thomson Reuters Corporation (TRI $185.77)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.92)
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Monolithic Power Systems Inc. (MPWR $857.19)
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Axon Enterprise Inc. (AXON $519.61)
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CECO Environmental Corp. (CECO $49.67)
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EnerSys (ENS $132.95)
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Galaxy Digital Inc. Class A common stock (GLXY $33.87)
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CrowdStrike Holdings Inc. (CRWD $501.31)
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Vertiv Holdings LLC Class A (VRT $159.61)
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RTX Corporation (RTX $172.05)
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Robinhood Markets Inc. (HOOD $106.21)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.60)
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Nebius Group N.V. (NBIS $84.64)
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Costco CDR (CAD Hedged) (COST $40.41)
Q: The above stocks make up 80.4% of my holdings. Goog and BN @7% each. The next 5 @ 4% each and the rest at or close to 3% each. For a 10 year horizon, with risk/reward in mind, where would you invest if you had 10% of the portfolio in dry powder- new cash. Any you would sell? Note, I have been trimming CLS, VRT and NBIS to control AI exposure.
Thanks again for all the insights - love the service you provide.
Thanks again for all the insights - love the service you provide.
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Alphabet Inc. (GOOG $289.98)
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NVIDIA Corporation (NVDA $180.64)
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Celestica Inc. (CLS $398.02)
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CECO Environmental Corp. (CECO $49.67)
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EnerSys (ENS $132.95)
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Galaxy Digital Inc. Class A common stock (GLXY $33.87)
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Nebius Group N.V. (NBIS $84.64)
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Karman Holdings Inc. (KRMN $58.96)
Q: Buying opportunities?
Please give us your best buying CA & US stocks that have been unduly beaten up by this mini correction and hints on your reasonning.
Thanks to you for your great expertise
Please give us your best buying CA & US stocks that have been unduly beaten up by this mini correction and hints on your reasonning.
Thanks to you for your great expertise
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Alphabet Inc. (GOOG $289.98)
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Microsoft Corporation (MSFT $478.43)
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Celestica Inc. (CLS $398.02)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.92)
Q: The only tech stock I own is MSFT. Can you tell me which 2 tech stocks you like from Canada and 1 from the US. This will be for a TSFA account
Thanks
Thanks
Q: PINS Greetings 5i, please provide your analysis of the quarterly earnings report and outlook. Do you think the market reaction is overdone?
Thank you.
Thank you.
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Amazon.com Inc. (AMZN $217.14)
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Meta Platforms Inc. (META $589.15)
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Alphabet Inc. (GOOG $289.98)
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Microsoft Corporation (MSFT $478.43)
Q: Hello folks,
I am interested in knowing your 1 year price target for GOOG, MSFT, AMZN and META.
I currently own all 4 stocks, and looking to add.
In your opinion which two would have have the higer probabilities of better returns over a 3-5 year time frame?
Secondly, is there any difference stock price appreciation buying them on the US market vs NEO? Any tax difference on what exchange you buy these stocks.
I understand I will be be using up more credits as there is more than one question asked here.
Thank you
I am interested in knowing your 1 year price target for GOOG, MSFT, AMZN and META.
I currently own all 4 stocks, and looking to add.
In your opinion which two would have have the higer probabilities of better returns over a 3-5 year time frame?
Secondly, is there any difference stock price appreciation buying them on the US market vs NEO? Any tax difference on what exchange you buy these stocks.
I understand I will be be using up more credits as there is more than one question asked here.
Thank you
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Alphabet Inc. (GOOG $289.98)
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Intuitive Surgical Inc. (ISRG $552.23)
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United Rentals Inc. (URI $770.00)
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CECO Environmental Corp. (CECO $49.67)
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Galaxy Digital Inc. (GLXY $24.03)
Q: Good Day,
I just trimmed back my position in GOOG and would like to start a new position in one of the following: CECO; GLXY; ISRG; URI. Please indicate what your order of preference would be if buying today?
Secondly, would you start a position now, or would you wait until tax loss selling is in full swing within the next few weeks?
Thanks for the great service.
Cheers
I just trimmed back my position in GOOG and would like to start a new position in one of the following: CECO; GLXY; ISRG; URI. Please indicate what your order of preference would be if buying today?
Secondly, would you start a position now, or would you wait until tax loss selling is in full swing within the next few weeks?
Thanks for the great service.
Cheers
Q: Hi 5i, rumor has it Apple is going to sign a deal with one of the best chatbots out there, and this could add more revenue than Google provides. Please opine on this and Apple's AI strategy. Thx.
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Meta Platforms Inc. (META $589.15)
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Alphabet Inc. (GOOG $289.98)
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Microsoft Corporation (MSFT $478.43)
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Celestica Inc. (CLS $398.02)
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Vertiv Holdings LLC Class A (VRT $159.61)
Q: What would be a good way to invest in AI? Reasonable risk level with 5 yr hold.
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Alphabet Inc. (GOOG $289.98)
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NVIDIA Corporation (NVDA $180.64)
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Celestica Inc. (CLS $398.02)
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Nebius Group N.V. (NBIS $84.64)
Q: How would you recommend I invest a 2% position in the AI sector for a 5 - 10 year hold? Willing to take some risk.
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Alphabet Inc. (GOOG $289.98)
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United Rentals Inc. (URI $770.00)
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Axon Enterprise Inc. (AXON $519.61)
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CECO Environmental Corp. (CECO $49.67)
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EnerSys (ENS $132.95)
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RTX Corporation (RTX $172.05)
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Karman Holdings Inc. (KRMN $58.96)
Q: What are your favourite US and Canadian non-tech stocks at this moment. Thank you.
Q: Given US and Canadian currencies and markets, what is your recommendation for the purchase of US stocks (ie GOOG) and ETFs (ie QQQ). Would you recommend buying them in Canadian or US currency for a 32 year old who will hold them for an RRSP investment?
thx
thx
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Alphabet Inc. (GOOG $289.98)
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United Rentals Inc. (URI $770.00)
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Monolithic Power Systems Inc. (MPWR $857.19)
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Axon Enterprise Inc. (AXON $519.61)
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CECO Environmental Corp. (CECO $49.67)
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EnerSys (ENS $132.95)
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Applovin Corporation (APP $520.82)
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Nebius Group N.V. (NBIS $84.64)
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Karman Holdings Inc. (KRMN $58.96)
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Ouster Inc. (OUST $19.72)
Q: Firstly, thank you for your services.
Please list “in order” your top 10 US and top 10 CND growth focussed stocks, long term hold.
Entry prices for the top in each.
Thank you
Please list “in order” your top 10 US and top 10 CND growth focussed stocks, long term hold.
Entry prices for the top in each.
Thank you
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Alphabet Inc. (GOOG $289.98)
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Microsoft Corporation (MSFT $478.43)
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Meta CDR (CAD Hedged) (META $31.95)
Q: Good Morning
With the forecasted and continued large Capex expenditures of Meta, Google and Microsoft what companies do you see as benefitting the most? I am a bit surprised at the premarket direction of some of the obvious choices.
Thank you
With the forecasted and continued large Capex expenditures of Meta, Google and Microsoft what companies do you see as benefitting the most? I am a bit surprised at the premarket direction of some of the obvious choices.
Thank you