Q: The ability to 'buy now, pay later' appears to be a growing trend. I note that Affirm just purchased the Canadian company PayBright this week, and that Affirm has filed for an IPO. Are there any publicly listed Canadian or US companies that focus on that are high growth investment opportunities that you would recommend? Can I assume that any firms that do have this as their core product have a very small 'moat' - that if the banks sense an opportunity here, they will eventually dominate this space?
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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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Microsoft Corporation (MSFT $401.14)
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NVIDIA Corporation (NVDA $185.41)
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Salesforce Inc. (CRM $191.35)
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Visa Inc. (V $331.58)
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JD.com Inc. (JD $28.07)
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JinkoSolar Holding Company Limited American Depositary Shares (each representing 4) (JKS $27.70)
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Fastly Inc. (FSLY $8.57)
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Unity Software Inc. (U $25.11)
Q: Good morning 5i,
I am wondering if you think it is still reasonable to be selling covered calls and puts on tech stocks? Are the work from home stocks going to be declining because of the announcement of vacine? If you thing that is still a profitable avenue what stocks might you suggest these days for this strategy. Thanks for your help and all the best on your new venture.
I am wondering if you think it is still reasonable to be selling covered calls and puts on tech stocks? Are the work from home stocks going to be declining because of the announcement of vacine? If you thing that is still a profitable avenue what stocks might you suggest these days for this strategy. Thanks for your help and all the best on your new venture.
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Alphabet Inc. (GOOG $323.10)
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Microsoft Corporation (MSFT $401.14)
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NVIDIA Corporation (NVDA $185.41)
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Unity Software Inc. (U $25.11)
Q: I already own shares in all of these companies but I'm thinking of selling my MSFT due to a decent % held in also owned ETFs but also that I don't think it has as much growth in the next 1-2 years relative to the others. Thus I'm thinking of selling my MFST and putting the $ equally into the other three.
Am I correct in thinking there is more potential growth in U, NVDA and GOOG than in MSFT?
Cam
Am I correct in thinking there is more potential growth in U, NVDA and GOOG than in MSFT?
Cam
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Microsoft Corporation (MSFT $401.14)
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Salesforce Inc. (CRM $191.35)
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Atlassian Corporation (TEAM $94.72)
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Slack Technologies Inc. Class A (WORK $45.20)
Q: Good Morning
Where does TEAM fit in after the Salesforce buyout of Slack? Are they now competitors along with Microsoft or are their offerings different and possibly a takeover target themselves?
Thank you
Where does TEAM fit in after the Salesforce buyout of Slack? Are they now competitors along with Microsoft or are their offerings different and possibly a takeover target themselves?
Thank you
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Microsoft Corporation (MSFT $401.14)
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Salesforce Inc. (CRM $191.35)
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Slack Technologies Inc. Class A (WORK $45.20)
Q: Hi 5i team,
The market is not very impressed with either CRM’s guidance and/or purchase of WORK. This pits CRM directly against MSFT in the work collaboration space. Is this a wise move by CRM? Is this a good entry point for CRM or is MSFT the better long-term bet?
Thanks again for the insight.
Dave
The market is not very impressed with either CRM’s guidance and/or purchase of WORK. This pits CRM directly against MSFT in the work collaboration space. Is this a wise move by CRM? Is this a good entry point for CRM or is MSFT the better long-term bet?
Thanks again for the insight.
Dave
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Amazon.com Inc. (AMZN $210.32)
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Meta Platforms Inc. (META $661.46)
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Alphabet Inc. (GOOG $323.10)
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Microsoft Corporation (MSFT $401.14)
Q: Do any of the mega tech names stand out as good buys ? I’m contemplating buying MSFT.
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Costco Wholesale Corporation (COST $1,001.16)
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Alphabet Inc. (GOOG $323.10)
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Microsoft Corporation (MSFT $401.14)
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Starbucks Corporation (SBUX $99.45)
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Lockheed Martin Corporation (LMT $623.58)
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Enbridge Inc. (ENB $68.74)
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Canadian Pacific Kansas City Limited (CP $109.82)
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Kinaxis Inc. (KXS $127.42)
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Thomson Reuters Corporation (TRI $120.18)
Q: My parents (late 70's) will be receiving proceeds from the sale of a US asset and are looking to add to their existing investment portfolio (an additional 25%) . They are financially stable with a long term balanced portfolio and are interested in allocating the new cash into quality, long term positions with growth potential. US, Canada and industry non specific. What would you recommend as your top 5 US and Canadian positions and why?
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Costco Wholesale Corporation (COST $1,001.16)
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Microsoft Corporation (MSFT $401.14)
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Paychex Inc. (PAYX $98.53)
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AbbVie Inc. (ABBV $223.43)
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Procter & Gamble Company (The) (PG $159.17)
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Stryker Corporation (SYK $358.29)
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Visa Inc. (V $331.58)
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Veeva Systems Inc. Class A (VEEV $183.65)
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DocuSign Inc. (DOCU $47.13)
Q: We currently hold the above US stocks listed what would your suggestions be for another stock to add to this list of a more conservative nature but not financial as we currently have enough financial in canada
Thks for your great work
Marse
Thks for your great work
Marse
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Amazon.com Inc. (AMZN $210.32)
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Costco Wholesale Corporation (COST $1,001.16)
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Alphabet Inc. (GOOG $323.10)
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Microsoft Corporation (MSFT $401.14)
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NVIDIA Corporation (NVDA $185.41)
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QUALCOMM Incorporated (QCOM $137.34)
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AbbVie Inc. (ABBV $223.43)
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Salesforce Inc. (CRM $191.35)
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Veeva Systems Inc. Class A (VEEV $183.65)
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CrowdStrike Holdings Inc. (CRWD $395.50)
Q: Hi Peter and the gang,
Please give us your top 10 'keeper' stocks in Canada and US.
Thanks a million
Please give us your top 10 'keeper' stocks in Canada and US.
Thanks a million
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Dollar Tree Inc. (DLTR $123.83)
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Microsoft Corporation (MSFT $401.14)
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Labcorp Holdings Inc. (LH $277.20)
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Atlassian Corporation (TEAM $94.72)
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Repligen Corporation (RGEN $142.18)
Q: Given that US Stock dividends in a TFSA are subject to US withholding tax, is there any particular type of stock that you would recommend for a TFSA for a senior who has moderate risk tolerance? Thanks for your help.
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Adobe Inc. (ADBE $268.38)
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Amazon.com Inc. (AMZN $210.32)
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Microsoft Corporation (MSFT $401.14)
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NVIDIA Corporation (NVDA $185.41)
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Atlassian Corporation (TEAM $94.72)
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Veeva Systems Inc. Class A (VEEV $183.65)
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The Trade Desk Inc. (TTD $27.04)
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Roku Inc. (ROKU $85.85)
Q: Brett asked a question today. You mentioned 20 “keeper stock”. You mentioned 2. What would be the others?
Q: Please comment on their latest earnings.
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Apple Inc. (AAPL $278.12)
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Adobe Inc. (ADBE $268.38)
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Amazon.com Inc. (AMZN $210.32)
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Microsoft Corporation (MSFT $401.14)
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Sun Life Financial Inc. (SLF $88.99)
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WSP Global Inc. (WSP $265.84)
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CAE Inc. (CAE $42.66)
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Magna International Inc. (MG $73.80)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
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iShares Jantzi Social Index ETF (XEN $49.07)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $348.85)
Q: Good morning 5i,
I notice that you give lists of stocks. So, I will ask a similar question but perhaps more difficult. If one were interested in building a socially responsible portfolio, I hear that 15 to 20 stocks would do, what would you choose, given the need for domestic, US and International?
thanks
I notice that you give lists of stocks. So, I will ask a similar question but perhaps more difficult. If one were interested in building a socially responsible portfolio, I hear that 15 to 20 stocks would do, what would you choose, given the need for domestic, US and International?
thanks
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Microsoft Corporation (MSFT $401.14)
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NVIDIA Corporation (NVDA $185.41)
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Veeva Systems Inc. Class A (VEEV $183.65)
Q: In the terms of growth and safety how do you rate these three companies.
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Microsoft Corporation (MSFT $401.14)
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NVIDIA Corporation (NVDA $185.41)
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Salesforce Inc. (CRM $191.35)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
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Tesla Inc. (TSLA $411.11)
Q: Hello Folks:
I have 200,000 cash in my account and wondering where best to invest.
I currently own amazon and apple in my tech. sector and considering adding shopify or tesla. Do you have an opinion as to the potential of each of these, or do you have other suggestions? I prefer larger cap companies.
Thanks for everything
brian
I have 200,000 cash in my account and wondering where best to invest.
I currently own amazon and apple in my tech. sector and considering adding shopify or tesla. Do you have an opinion as to the potential of each of these, or do you have other suggestions? I prefer larger cap companies.
Thanks for everything
brian
Q: Note U have made any recommendation for the last few months. Now that the FAANG plus MSFT have recently corrected quite a lot,I am thinking of buying MSFT &/or APPL.Your opinion please .Txs for u usual great services & views
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Apple Inc. (AAPL $278.12)
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Amazon.com Inc. (AMZN $210.32)
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Alphabet Inc. (GOOG $323.10)
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Microsoft Corporation (MSFT $401.14)
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Procter & Gamble Company (The) (PG $159.17)
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TD Active Global Enhanced Dividend ETF (TGED $30.14)
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TD Active U.S. Enhanced Dividend ETF (TUED $33.69)
Q: What's your opinion of these ETFs as income generators?
Q: How big is the acquisition of zemimex media and bethesda soft works.
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Costco Wholesale Corporation (COST $1,001.16)
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Microsoft Corporation (MSFT $401.14)
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Starbucks Corporation (SBUX $99.45)
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AbbVie Inc. (ABBV $223.43)
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Alteryx Inc. Class A (AYX)
Q: Could you recommend five US in five Canadian stocks to buy on the dip. Thanks
Q: I currently own GIB.A. While I’ve been not unhappy with the company I’m wondering what your thoughts would be on switching to Microsoft. Would there be a similar potential for gain and a reduced risk level while owning a much larger company?
Thank you for your fantastic service.
Mike
Thank you for your fantastic service.
Mike