Q: Can you give a current view of both these names?Are they attractive here from a go forward return potential as rates continue to climb?
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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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Meta Platforms Inc. (META $648.35)
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Alphabet Inc. (GOOG $281.82)
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Microsoft Corporation (MSFT $517.81)
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NVIDIA Corporation (NVDA $202.49)
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Constellation Software Inc. (CSU $3,691.08)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $243.86)
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Brookfield Asset Management Inc Class A Limited (BAM $54.06)
Q: Looking at these names at current prices for a non registered account. Can you give me your top 5 names for a 7 year hold.. would any of the above names be included?
Q: Leaps vs buying the shares. I am looking at purchasing 2023 in the money call options for these 2 companies instead of the stock. Is this advisable?
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Microsoft Corporation (MSFT $517.81)
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CVS Health Corporation (CVS $78.15)
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Edwards Lifesciences Corporation (EW $82.45)
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Pfizer Inc. (PFE $24.65)
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Walmart Inc. (WMT $101.18)
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Dollarama Inc. (DOL $182.31)
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BRP Inc. Subordinate Voting Shares (DOO $87.98)
Q: Hi group need to get a bit more defense (I am retired) I am thinking recession is coming. Health care and consumer staples make sense do you agree? Presently I have $25,000 to invest in my TSFA..am thinking WMT, DOl, might fit .In consumer staples I already own Cost, L, PFE, Can you please give me your 3 top picks (in preference order) for for Health care + Consumer staples Mega Tech thanks
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Amazon.com Inc. (AMZN $244.22)
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Costco Wholesale Corporation (COST $911.45)
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Meta Platforms Inc. (META $648.35)
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Alphabet Inc. (GOOG $281.82)
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Microsoft Corporation (MSFT $517.81)
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Netflix Inc. (NFLX $1,118.86)
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NVIDIA Corporation (NVDA $202.49)
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Home Depot Inc. (The) (HD $379.59)
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Tesla Inc. (TSLA $456.56)
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Apple Hospitality REIT Inc. (APLE $11.19)
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Vanguard Mega Cap Growth ETF (MGK $420.72)
Q: Hi
In response to David's question today, you said that mega-cap tech is a sector that should perform well in recessionary environments. can you give some examples of stocks or ETFs. Also, you recommended consumer staples. Would you be comfortable buying consumer staples at these high prices?
thanks for your help
In response to David's question today, you said that mega-cap tech is a sector that should perform well in recessionary environments. can you give some examples of stocks or ETFs. Also, you recommended consumer staples. Would you be comfortable buying consumer staples at these high prices?
thanks for your help
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Amazon.com Inc. (AMZN $244.22)
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Alphabet Inc. (GOOGL $281.19)
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Microsoft Corporation (MSFT $517.81)
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NVIDIA Corporation (NVDA $202.49)
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Visa Inc. (V $340.74)
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CrowdStrike Holdings Inc. (CRWD $543.01)
Q: Hi 5i!
Which one of the above six US equities would you top to a full weighting in an RRSP at current valuations for growth over a 10 year horizon?
Thanks,
Greg.
Which one of the above six US equities would you top to a full weighting in an RRSP at current valuations for growth over a 10 year horizon?
Thanks,
Greg.
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Apple Inc. (AAPL $270.37)
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Amazon.com Inc. (AMZN $244.22)
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Costco Wholesale Corporation (COST $911.45)
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Alphabet Inc. (GOOG $281.82)
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Microsoft Corporation (MSFT $517.81)
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Mastercard Incorporated (MA $551.99)
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Pfizer Inc. (PFE $24.65)
Q: We are selling our house and will be renting a condo instead, so I’ll have 500k to put in the stock market. My current portfolio is mainly Canadian dividend stocks and bonds, providing me with plenty of retirement revenue. I am light on non-Canadian stocks and was looking at buying the above-mentioned stocks for a long term holding period (10+ years). Do you have issues with any of these stocks, and if so, what are those? I happen to be a customer/user of these companies, except for PFE. thanks,
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Apple Inc. (AAPL $270.37)
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Costco Wholesale Corporation (COST $911.45)
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Microsoft Corporation (MSFT $517.81)
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NVIDIA Corporation (NVDA $202.49)
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Bank of America Corporation (BAC $53.45)
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JPMorgan Chase & Co. (JPM $311.12)
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Constellation Software Inc. (CSU $3,691.08)
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Dollarama Inc. (DOL $182.31)
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Alimentation Couche-Tard Inc. (ATD $71.28)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $243.86)
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Aritzia Inc. Subordinate Voting Shares (ATZ $97.97)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $60.72)
Q: Hello,
Can you please provide your highest conviction names in the US and Canada?
Thanks!
Can you please provide your highest conviction names in the US and Canada?
Thanks!
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Amazon.com Inc. (AMZN $244.22)
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Costco Wholesale Corporation (COST $911.45)
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Alphabet Inc. (GOOG $281.82)
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Microsoft Corporation (MSFT $517.81)
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NVIDIA Corporation (NVDA $202.49)
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JPMorgan Chase & Co. (JPM $311.12)
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Canadian National Railway Company (CNR $134.49)
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Fortis Inc. (FTS $70.50)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $78.24)
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WSP Global Inc. (WSP $268.14)
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Algonquin Power & Utilities Corp. (AQN $7.83)
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TFI International Inc. (TFII $126.04)
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ATS Corporation (ATS $38.58)
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Magna International Inc. (MG $66.26)
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Alimentation Couche-Tard Inc. (ATD $71.28)
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iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $64.78)
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Boyd Group Services Inc. (BYD $224.03)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $60.72)
Q: Hello, I am using Portfolio Analytics and it's suggested allocation is to increase Consumer Cyclical, Industrials and Utilities and increase in U.S. exposure. What is your suggestion for these categories for investment into TFSA & unregistered with a 10-15 year timeline? stocks or ETFs? thank you
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Amazon.com Inc. (AMZN $244.22)
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Costco Wholesale Corporation (COST $911.45)
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Microsoft Corporation (MSFT $517.81)
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Nasdaq Inc. (NDAQ $85.49)
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Chipotle Mexican Grill Inc. (CMG $31.69)
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Nike Inc. (NKE $64.59)
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Berkshire Hathaway Inc. (BRK.B $477.54)
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Airbnb Inc. (ABNB $126.54)
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Merck & Co (MRK.21)
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Mastercard Inc 1.000% Notes due 2029 (MA.29A)
Q: I am considering positions in the attached companies. Are current prices good entry points and are there any of these companies you would not purchase today?
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Costco Wholesale Corporation (COST $911.45)
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Alphabet Inc. (GOOG $281.82)
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Microsoft Corporation (MSFT $517.81)
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NVIDIA Corporation (NVDA $202.49)
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JPMorgan Chase & Co. (JPM $311.12)
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Constellation Software Inc. (CSU $3,691.08)
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Dollarama Inc. (DOL $182.31)
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Alimentation Couche-Tard Inc. (ATD $71.28)
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Premium Brands Holdings Corporation (PBH $96.70)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $243.86)
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Bank of Nova Scotia (The) (BNS $65.60)
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Digital Turbine Inc. (APPS $6.24)
Q: Our grand-daughter, age 19, needs help with investing mid 6 figures $$, with funds not needed for 10 years or more. She is seeking guidance from her parents and grandparents with this. We would appreciate if you could provide appropriate suggestions and some direction.
Thank you for helpful service.
Cyril
Thank you for helpful service.
Cyril
Q: Hi Peter,
Thanks for great service.
Which one has more potential in the next five years and beyond and why?
Will be held in RRSP with 20+ horizon.
Best,
Matt
Thanks for great service.
Which one has more potential in the next five years and beyond and why?
Will be held in RRSP with 20+ horizon.
Best,
Matt
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Apple Inc. (AAPL $270.37)
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Costco Wholesale Corporation (COST $911.45)
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Alphabet Inc. (GOOG $281.82)
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Microsoft Corporation (MSFT $517.81)
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Visa Inc. (V $340.74)
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Constellation Software Inc. (CSU $3,691.08)
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Dollarama Inc. (DOL $182.31)
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WSP Global Inc. (WSP $268.14)
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Kinaxis Inc. (KXS $169.84)
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Savaria Corporation (SIS $22.01)
Q: What is a solid level of free cash flow a company should deliver and what are your favoured 5 stocks in each of Canada and the US with high free cash flow? Thank you.
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PRO Real Estate Investment Trust (PRV.UN $6.02)
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Intel Corporation (INTC $39.99)
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Microsoft Corporation (MSFT $517.81)
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QUALCOMM Incorporated (QCOM $180.90)
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Oracle Corporation (ORCL $262.61)
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CI Financial Corp. (CIX $31.99)
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Dream Office Real Estate Investment Trust (D.UN $18.35)
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Whitecap Resources Inc. (WCP $10.44)
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goeasy Ltd. (GSY $168.65)
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Harvest Healthcare Leaders Income ETF (HHL $7.41)
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MCAN Mortgage Corporation (MKP $21.47)
Q: Hi Peter
What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio
Thank you
Howard
What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio
Thank you
Howard
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Amazon.com Inc. (AMZN $244.22)
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Meta Platforms Inc. (META $648.35)
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Alphabet Inc. (GOOG $281.82)
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Microsoft Corporation (MSFT $517.81)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $243.86)
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Crocs Inc. (CROX $81.69)
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Digital Turbine Inc. (APPS $6.24)
Q: Hi,
I'm looking for 5 or so US companies who will recover very quickly once we hit bottom. My plan is to do a little gambling and buy long term calls.
Thanks for all the help over the years.
Jerry
I'm looking for 5 or so US companies who will recover very quickly once we hit bottom. My plan is to do a little gambling and buy long term calls.
Thanks for all the help over the years.
Jerry
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Apple Inc. (AAPL $270.37)
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Microsoft Corporation (MSFT $517.81)
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QUALCOMM Incorporated (QCOM $180.90)
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goeasy Ltd. (GSY $168.65)
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mCloud Technologies Corp. (MCLD)
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Haivision Systems Inc. (HAI $5.13)
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Upstart Holdings Inc. (UPST $47.52)
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Emerge Commerce Ltd. (ECOM $0.09)
Q: Hello Peter
I have acuity , emerge, haivision and mcloud tech as tech stocks in my portfolio , all are down at this time . I am thinking of selling off and putting funds into goeasy and Upstart .What is your opinion . When people start to buy back into growth stocks which of these high tech will recover quicker .
Howard
I have acuity , emerge, haivision and mcloud tech as tech stocks in my portfolio , all are down at this time . I am thinking of selling off and putting funds into goeasy and Upstart .What is your opinion . When people start to buy back into growth stocks which of these high tech will recover quicker .
Howard
Q: Hi Folks,
just wondering if ATVI would be good to buy at this price. I understand that MSFT is offering $95 to buy them with the deal closing in 2023. Do you see the potential for the Feds to nix the deal? A $15 dollar premium until the deal goes through looks pretty good right now ? Your opinion is greatly appreciated.
just wondering if ATVI would be good to buy at this price. I understand that MSFT is offering $95 to buy them with the deal closing in 2023. Do you see the potential for the Feds to nix the deal? A $15 dollar premium until the deal goes through looks pretty good right now ? Your opinion is greatly appreciated.
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Costco Wholesale Corporation (COST $911.45)
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Meta Platforms Inc. (META $648.35)
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Alphabet Inc. (GOOG $281.82)
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Microsoft Corporation (MSFT $517.81)
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NVIDIA Corporation (NVDA $202.49)
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Salesforce Inc. (CRM $260.41)
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Enbridge Inc. (ENB $65.40)
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Constellation Software Inc. (CSU $3,691.08)
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Descartes Systems Group Inc. (The) (DSG $123.87)
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Kinaxis Inc. (KXS $169.84)
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Alimentation Couche-Tard Inc. (ATD $71.28)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $243.86)
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Aritzia Inc. Subordinate Voting Shares (ATZ $97.97)
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Crocs Inc. (CROX $81.69)
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Bank of Nova Scotia (The) (BNS $65.60)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.85)
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CrowdStrike Holdings Inc. (CRWD $543.01)
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Digital Turbine Inc. (APPS $6.24)
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Upstart Holdings Inc. (UPST $47.52)
Q: Dear 5i Team,
If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?
Thank you for your advice as always,
Much appreciated.
If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?
Thank you for your advice as always,
Much appreciated.
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Apple Inc. (AAPL $270.37)
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Amazon.com Inc. (AMZN $244.22)
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Meta Platforms Inc. (META $648.35)
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Alphabet Inc. (GOOGL $281.19)
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Microsoft Corporation (MSFT $517.81)
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Visa Inc. (V $340.74)
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Constellation Software Inc. (CSU $3,691.08)
Q: Hi Folks,
I currently own the above in my TFSA and non registered accounts as part of the "tech" sector - I would like your opinion as to whether you would add to any of them OR would this be a good entry point to buy CSU for some Canadian exposure.
Thanks
I currently own the above in my TFSA and non registered accounts as part of the "tech" sector - I would like your opinion as to whether you would add to any of them OR would this be a good entry point to buy CSU for some Canadian exposure.
Thanks
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Amazon.com Inc. (AMZN $244.22)
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Meta Platforms Inc. (META $648.35)
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Alphabet Inc. (GOOG $281.82)
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Microsoft Corporation (MSFT $517.81)
Q: would you describe these companies now more as GARP? what are there current P/E ratios P/S ratios and PEG ratios for the last 3 years what has been the lowest p/e. lowest p/s. and lowest PEG. please show how you calculate current PEG and why it can be a useful tool when determine value. many thanks Richard