Investment Q&A

Q: Hi Peter: Do you know what caused Priceline to dive this morning? Thanks.

Q: From what i see in the comments of the last months, these 8 companies seems to be among your US favorite stocks.
1- am I right about those 8?
2- would you like to add a few US names, could be in any sectors
3- I buy companies with a 10 year + timeline. A lot of companies i'm interest in are in the technology sector and I tend to be overweighted in that sector. Its hard for me to imagine technology not directly corrolated to industrial or consumer staples growth for exemple. Does it make senses to you to balance a technology overweight (30-40%) portfolio by diversifying among the technology sub-sectors?
4- I understand that you focus on Canadian companies. I also understand that your are conflicting free and that you mostly invest in US stocks. However, I'm pretty sure that a significant proportions of 5i members would be willing to pay for some form of US stocks advices. Maybe a US portfolio or a US favorise stock list. (maybe with a minimum market cap limit so your decisions would still be conflict free) Your services are unique and are a benediction for small investors. It would be a great opportunity for us to have them for the US market too. I'm sure a survey among members would prove me right.

thanks again for your amazing services

Q: Given the some of the uncertainties surrounding DIS, including how their new ESPN streaming service will perform, Bob Iger's impending retirement and the stock's poor price momentum of late, do you think it would be reasonable to exchange DIS for PCLN (after its modest pullback) for a very long term hold in the US consumer cyclical portion of my portfolio?

Q: Hi, can you comment on Priceline' latest quarter, and reasons for weakness? What do you think of this company for the long term? Would you add to it on weakness? I have a 3% position and was looking to increase it to 4-5%.
Thank you for your guidance

Karim

Q: Bank and railways have performed very well, as they have a high barrier to entry. Can you suggest any other companies that are price makers?

Q: The last question about Priceline was in February. Has anything changed since then? Do you think this is a good medium term investment?

Q: I am trying to identify the best E-Commerce to buy now for solid growth. You commented 6 months ago on Stamps.com (stmp-q). How have your views evolved since then on this company and how would you compare it to Priceline (pcln-q), Mercado Libre (meli-q), Netflix (nflx-q)and Alibaba (baba-q) ?
Very grateful for your views,

Jacques

Q: Priceline is getting murdered today (down over 11%), because of their exposure to Europe - both in terms of revenues and currency exchange - which are assumed to be negatively impacted by the BREXIT vote. At the same time, it is on a growth path, its PE is really not that high for such a solid company, and I can't help but wonder if the sell-off today is overdone. Do you think this is a good entry point into PCLN?

Arnie

Q: Why is PCLN falling. Is it a buy, hold or sell. Thank You.

Q: Hi 5i team,

What is your opinion on PCLN (Priceline)?

Thanks.

Q: Priceline PCLN. I know you guys were fairly early on the purchase of this stock and has grow exponentially since then. Is it cheap now, should I hold or purchase more?

Q: Hi, I'm looking to add a US growth stock. Currently only hold AAPL and XLF in the US. What do you think of Priceline (PCLN) as an investment today at its current price for a 5-year hold? Is there a better US growth stock you prefer? I understand the US isn't your area of specialty but any comments are appreciated. Thanks.

Q: Hi Peter

What is the best investment (in the market) you ever made?

Thanks for the work you and your team do at 5i

Brad