Q: Peter and His Wonder Team
I know I am way behind but I have just been reading about how autonomous-EV are going to be a hugh disrupter...I guess it is called TaaS. Does your Growth Portfolio have any exposer to this phenomena? If not do you have any suggestion of stocks that still have reasonable upside with this innovation. Thanks!
Q: NVEI, MAGT, and UPST have come down drastically since their highs a short time ago. Is this another AT because unfortunately I bought it at $22. I am concerned that these three seem to be doing the same thing.
While I have seen some of my picks recommended by 5i go up drastically of late - NVDA, AFRM CELH, NET and GOOGLE, I would appreciate your thoughts on the ones above-noted going down. Thanks again,
Q: Roku and Acuity Brands of have dropped to around 1% each in my Portfolio. I also have Alphabet and Enthusiast Gaming. I am thinking of selling ROKU and AT and buying Disney. Does this make sense or would you do something else with the above mentioned stocks. Thanks as always for the help.
Q: Hello 5i
I have been considering how to improve my TFSA in the New year and am asking you to advice on this. Currently I hold Bam, Magna, Boyd and Microsoft there,among others. I can replace these with Nvidia and Google. Which ones would you replace?
Thanks
Q: Why did QCOM dropped more than 4%, whereas NASDAQ dropped only 1.66% on Wednesday? The stock has been upgraded on Tuesday. Is it because of profit taking or investors don't believe its performance? I thought that it was less risky than AMZN, GOOG, etc. Is it still a buy?
Q: I’m getting a bit Descartes valuation. P/E of around 80 for 20-25% earnings growth going forward. Am I better to switch to Google for a five year hold, just in terms of share price gain potential? Thx.
Q: Hello, I just realized that the sector classification for Google is now "Communication Services". Do you agree with this classification? I thought it was classified under "Technology". I currently hold Bell and Telus in the Communication Services sector, would you advise that I put Google in the same sector as them? Thank you
Q: Please rank the following companies based on future growth in 5-10 years and overall confidence.
Also which companies have the widest moats or even monopolies?
Thanks
Q: Please list your top 5 absolutely MUST-have stocks, regardless of sector or industry. (feel free to adjust the number of stocks, to more or less than 5 if you want)
Q: Goog reports tomorrow after close.What are the estimates for Rev.& Eps? Are there any recent upgrades or downgrades ? U rated a A+ and suggested entry price of $2700( closed today at $2775.46). I want to buy on Neo for long term. Should I buy tomorrow or post Q results Txs for u usual great services & views
Q: This a follow-up to our TFSA question dated August 24, 2021, and specifically relates to the 5i suggested list of 10 US stocks.
Of the 10, we have so far initiated positions in GRMN, LULU and REGN.
As we already have a substantial position in V (and MA), please suggest an alternative, perhaps in payment services, such SQ, AFRM or PYPL. Also, please suggest an entry point.
For the remainder, NVDA, DG, GOOG, JPM, CRWD and APPS, please rank them in terms of conviction and for each, suggest an entry point.
Q: Good morning again, I just sent the beginning of a question and inadvertently sent it before I finished!
Here it is , hopefully in its entirety,
I am building a long term portfolio, 10 plus years, and would like to add 2 or 3 Large US Technology stocks. I am looking at AAPL , GOOG AMZN and MSFT , I already have NVDA and are not interested in FB. Any thoughts on the above, which order would you suggest buying them in, and are there any others I should consider? Also can you explain the difference between GOOG and GOOGL Thank you