Q: Can you comment on Bookings results and the recent downtrend in share price? Thanks
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- Booking Holdings Inc. (BKNG)
- Atlassian Corporation (TEAM)
- Ulta Beauty Inc. (ULTA)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Celsius Holdings Inc. (CELH)
Q: Hi 5i
Thoughts on TEAM? Would you put it on watch...It's not one of my finest and with a tech heavy weight could provide funds for another name.
Thanks
Thoughts on TEAM? Would you put it on watch...It's not one of my finest and with a tech heavy weight could provide funds for another name.
Thanks
- Amazon.com Inc. (AMZN)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- QUALCOMM Incorporated (QCOM)
- Jacobs Solutions Inc. (J)
- RTX Corporation (RTX)
Q: Hi Team,
Under current market conditions, could I have your top 3 sectors to invest in today along with 4 (2 cnd and 2 US) of your favorite names from each sector.
Thanks,
Shane.
Under current market conditions, could I have your top 3 sectors to invest in today along with 4 (2 cnd and 2 US) of your favorite names from each sector.
Thanks,
Shane.
- Booking Holdings Inc. (BKNG)
- Crocs Inc. (CROX)
- Aspen Aerogels Inc. (ASPN)
- Goosehead Insurance Inc. (GSHD)
- Catalyst Pharmaceuticals Inc. (CPRX)
- TransMedics Group Inc. (TMDX)
Q: I have a 4% position in BKNG. With yesterday’s pullback and it being close to 10% off it’s high ..if it were you, would you bring it to a full 5% or would you recommend a different investment? For small caps, if you had $50k to invest and risk/concentration wasn’t a factor.. what would you look at?
Q: Hi wonder team!
Analysts have been downgrading LULU as of late and today it hit its lowest share price since 2020. I’m underwater on it and wondering if you still have confidence it will rebound in the next 12-18 months?
(Respecting this is a shorter time frame)
Are there other consumer stocks you think have more upside in the next 18 months that you would do a swap for?
Thanks so much to all of you for your guidance!
Analysts have been downgrading LULU as of late and today it hit its lowest share price since 2020. I’m underwater on it and wondering if you still have confidence it will rebound in the next 12-18 months?
(Respecting this is a shorter time frame)
Are there other consumer stocks you think have more upside in the next 18 months that you would do a swap for?
Thanks so much to all of you for your guidance!
- Intuitive Surgical Inc. (ISRG)
- Booking Holdings Inc. (BKNG)
- JPMorgan Chase & Co. (JPM)
- Eli Lilly and Company (LLY)
- NextEra Energy Inc. (NEE)
- Prudential Financial Inc. (PRU)
- Trane Technologies plc (TT)
- RTX Corporation (RTX)
- TransMedics Group Inc. (TMDX)
Q: Can you recommend a few US non tech stocks that you see have good upside?
Thanks
Thanks
- Booking Holdings Inc. (BKNG)
- lululemon athletica inc. (LULU)
- Domino's Pizza Inc (DPZ)
- Airbnb Inc. (ABNB)
Q: Would you initiate a position here? This company rarely falters the way it has recently. Is this a compelling buy, if so, please rate it on scale of 1-10, 10 being a high conviction. Please rank it amongst your favourites in consumer discretionary.
Thank you.
Thank you.
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Eli Lilly and Company (LLY)
- Axon Enterprise Inc. (AXON)
- TransMedics Group Inc. (TMDX)
Q: Could you please recommend 5 US stocks (any sector but tech) that have a good outlook for the next few years. I am not adverse to risk as this would be for my TFSA.
- Amazon.com Inc. (AMZN)
- Booking Holdings Inc. (BKNG)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- lululemon athletica inc. (LULU)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Crocs Inc. (CROX)
Q: Good morning 5i, I've held CCL.B for a few years and until the positive results in the 1st Q this year giving it a bump it has been a slow grower. I'm considering moving on to something with more momentum. Two questions: What are your thoughts on CCL.B for the next 3-5 years?, and if it were to be sold, what are your top picks in the consumer cyclical sector, Cdn or U.S. for growth and ideally a small dividend? I already have ATD and BYD.
Thank you
Thank you
Q: What are your thoughts on BKNG? Is it a better company than ABNB for the next 3 to 5 years?
Q: Hi Group can you please give me your top 3 picks for TSFA ( I am 74 years old but do nor require a dividend unless it fits with your recommendations ( i also have room for $50,000 Cad)
also what your top picks c/w short reason for the picks. for the leading 6 sectors as of today. regardless of US or CAD Thanks for your help it much appreciated
also what your top picks c/w short reason for the picks. for the leading 6 sectors as of today. regardless of US or CAD Thanks for your help it much appreciated
- Apple Inc. (AAPL)
- Booking Holdings Inc. (BKNG)
- Tesla Inc. (TSLA)
- Crocs Inc. (CROX)
- CrowdStrike Holdings Inc. (CRWD)
Q: Hi 5i, for a 3-5 years hold, today , in which order would you add (full position).
Thank you
Thank you
- Booking Holdings Inc. (BKNG)
- Home Depot Inc. (The) (HD)
- Ulta Beauty Inc. (ULTA)
- Axon Enterprise Inc. (AXON)
- Old Dominion Freight Line Inc. (ODFL)
- Jacobs Solutions Inc. (J)
Q: I have two stocks in a registered account that seem to have stalled: J and HD. Both are up over time (J up 50%, HD 75%) but there hasn't been much movement lately. Given the absence of tax consequences, is it time to move on? And if yes, please provide two US industrials and two US consumer cyclicals to replace them. (AMZN already held.) Thank you.
- Booking Holdings Inc. (BKNG)
- United Rentals Inc. (URI)
- Toromont Industries Ltd. (TIH)
- TFI International Inc. (TFII)
- Ulta Beauty Inc. (ULTA)
- Elastic N.V. (ESTC)
- Crocs Inc. (CROX)
- Aspen Aerogels Inc. (ASPN)
- Thomson Reuters Corp (TRI)
- Uber Technologies Inc. (UBER)
- Flutter Entertainment Plc (FLUT)
Q: Looking to strictly optimize growth over next 3-5 years. Please rank potential of these favourites from current valuations: TIH, URI, ULTA, BKNG, UBER, ESTC, ASPN, FLUT, CROX, TRI, TFII
- Booking Holdings Inc. (BKNG)
- Eli Lilly and Company (LLY)
- Ulta Beauty Inc. (ULTA)
- Celsius Holdings Inc. (CELH)
- Nextracker Inc. (NXT)
Q: Like every investor, I'm trying to maximize growth while minimizing risk.
Of the following stocks, which do you believe provides the optimal combination of safety AND growth over the next 3-5 years? Please rate each for risk/growth on a scale of 1-10: LLY, ULTA, CELH, BKNG and NXT. Thank you.
Of the following stocks, which do you believe provides the optimal combination of safety AND growth over the next 3-5 years? Please rate each for risk/growth on a scale of 1-10: LLY, ULTA, CELH, BKNG and NXT. Thank you.
- Booking Holdings Inc. (BKNG)
- Ulta Beauty Inc. (ULTA)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Nextracker Inc. (NXT)
Q: Hello.
Would you please provide your top 10 investments for TFSA Accounts with a brief explanation - 5 Canadian and 5 USA without concern about diversity.
This is for a long term hold.
Thanks,
Catherine
Would you please provide your top 10 investments for TFSA Accounts with a brief explanation - 5 Canadian and 5 USA without concern about diversity.
This is for a long term hold.
Thanks,
Catherine
- Intuitive Surgical Inc. (ISRG)
- Micron Technology Inc. (MU)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- CrowdStrike Holdings Inc. (CRWD)
Q: Good Morning - I need to trim Nvidia a little. Can you please suggest a few high conviction names for TFSA (US or CDN) with a similar risk profile. Thanks!
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- NextEra Energy Inc. (NEE)
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Constellation Software Inc. (CSU)
- WSP Global Inc. (WSP)
- Alimentation Couche-Tard Inc. (ATD)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Everyone. If you were 30 years old today, what ten stocks (Canada or US) would you buy? Clayton
- Costco Wholesale Corporation (COST)
- Booking Holdings Inc. (BKNG)
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- North West Company Inc. (The) (NWC)
- lululemon athletica inc. (LULU)
- Ulta Beauty Inc. (ULTA)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Crocs Inc. (CROX)
- Old Dominion Freight Line Inc. (ODFL)
- Heico Corporation (HEI)
- Boyd Group Services Inc. (BYD)
Q: My industrial portfolio currently has a light exposure to the industrial sector. I’d like to diversify by adding some industrial stocks in the US and Canada. Additionally, in the consumer sector, I already hold ATD, TOY, PBH, ULTA, and COST. To further enhance my consumer holdings, could you recommend several consumer stocks in the US and one or two in Canada? Your assistance is greatly appreciated. Thank you!
Q: If you needed to buy a US consumer discretionary stock what 3 choices would you consider for a long term hold today?
Thank you
Thank you