Q: I am going to sell COST due to the CG tax change. I was going to repurchase it, but you have suggested that it may be overpriced. What other good quality US stock would be an alternative.
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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.
- Amazon.com Inc. (AMZN)
- Booking Holdings Inc. (BKNG)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Nextracker Inc. (NXT)
Q: Hi 5i Team,
I will be adding to one or more to small existing positions in either VRT, CELH, AMZN, BKNG, and or NXT. Could you please list in order of preference for addition at this time and considering a decent time frame and high risk tolerance. A short comment on the pros and cons of each would be appreciated.
Thanks in advance.
I will be adding to one or more to small existing positions in either VRT, CELH, AMZN, BKNG, and or NXT. Could you please list in order of preference for addition at this time and considering a decent time frame and high risk tolerance. A short comment on the pros and cons of each would be appreciated.
Thanks in advance.
- Booking Holdings Inc. (BKNG)
- Stelco Holdings Inc. (STLC)
- Crocs Inc. (CROX)
- Churchill Downs Incorporated (CHDN)
- PDD Holdings Inc. (PDD)
- Coinbase Global Inc (COIN)
- Arhaus Inc. (ARHS)
- CAVA Group Inc. (CAVA)
Q: Hi team,
I sent the following question last week and have not seen any reply yet. Did you receive it ?
Here is the question.
Which are your favorite cyclical stocks presently, Cdian and U.S., for strong growth in a TFSA ? Could you comment at the same time on CAVA-N, COIN-Q and PDD-Q ?
Gratefully,
Jacques IDS
I sent the following question last week and have not seen any reply yet. Did you receive it ?
Here is the question.
Which are your favorite cyclical stocks presently, Cdian and U.S., for strong growth in a TFSA ? Could you comment at the same time on CAVA-N, COIN-Q and PDD-Q ?
Gratefully,
Jacques IDS
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Booking Holdings Inc. (BKNG)
- The Trade Desk Inc. (TTD)
- Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
- CrowdStrike Holdings Inc. (CRWD)
- Vertiv Holdings LLC Class A (VRT)
Q: I would like to add another tech name. With software being weak as of late, I was thinking of either ADBE or CRWD but would be open to another suggestion or two as well. I currently own GOOG, TSM, AMZN, and MSFT.. VRT and BKNG as well even tho they aren't really tech names. Thank you.
- Booking Holdings Inc. (BKNG)
- Deere & Company (DE)
- Canadian National Railway Company (CNR)
- Canadian Natural Resources Limited (CNQ)
- T-Mobile US Inc. (TMUS)
- Fiserv Inc. (FI)
Q: Looking for your advice on stocks with accelerating capital returns, excluding IT, for 5 year hold.
- Booking Holdings Inc. (BKNG)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- Leon's Furniture Limited (LNF)
- lululemon athletica inc. (LULU)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Crocs Inc. (CROX)
Q: I am looking to add BKNG to my Consumer Cyclicals. Currently I have a ATZ, LULU, MG, LNF, DOO, and CROX.
Long term growth investor.
Would you suggest trimming across the board or are there any names you would swap if one wanted to high grade their portfolio.
Long term growth investor.
Would you suggest trimming across the board or are there any names you would swap if one wanted to high grade their portfolio.
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Alimentation Couche-Tard Inc. (ATD)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Ulta Beauty Inc. (ULTA)
- Axon Enterprise Inc. (AXON)
- Airbnb Inc. (ABNB)
Q: Can you please list in order your top 5 Canadian and top 5 US stocks in order based on conviction? Please also list a management rating, 10 being the highest.
Time frame 5+ years
Thanks
Time frame 5+ years
Thanks
- Adobe Inc. (ADBE)
- Microsoft Corporation (MSFT)
- Booking Holdings Inc. (BKNG)
- Mastercard Incorporated (MA)
- Pfizer Inc. (PFE)
- UnitedHealth Group Incorporated (DE) (UNH)
- Visa Inc. (V)
- Ulta Beauty Inc. (ULTA)
- Airbnb Inc. (ABNB)
Q: My current exposure to the US market is through, ZQQ, VFV, VUN, VGG, and GOOG, AMZN, CVS, and BRK CDR’s. I would like to increase my US weighting and have CAD$150,000 to invest and am considering dividing this into equal amounts in V, MA, UNH, PFE, ADBE, and MSFT. Your thoughts on this approach and any other suggestions (5+ year holding period). Thanks!
- Booking Holdings Inc. (BKNG)
- NextEra Energy Inc. (NEE)
- Axon Enterprise Inc. (AXON)
- Arthur J. Gallagher & Co. (AJG)
- CrowdStrike Holdings Inc. (CRWD)
Q: Please recommend 3-5 quality US stocks or ETFs for long-term holds that are currently at a good buying price.
Thanks as always.
Thanks as always.
- Adobe Inc. (ADBE)
- O'Reilly Automotive Inc. (ORLY)
- Booking Holdings Inc. (BKNG)
- AutoZone Inc. (AZO)
- Ulta Beauty Inc. (ULTA)
- Axon Enterprise Inc. (AXON)
- Ares Management Corporation Class A (ARES)
- Old Dominion Freight Line Inc. (ODFL)
- Heico Corporation (HEI)
- Uber Technologies Inc. (UBER)
- Airbnb Inc. (ABNB)
- Fiserv Inc. (FI)
Q: Suppose our extraterrestrial friend, Blaarg, seeks to diversify their portfolio by investing in the U.S. market. Which 12-15 top U.S. stocks would you recommend for them over the next decade? Thanks
- Booking Holdings Inc. (BKNG)
- Elastic N.V. (ESTC)
- Aspen Aerogels Inc. (ASPN)
- Vertiv Holdings LLC Class A (VRT)
- TransMedics Group Inc. (TMDX)
- Nextracker Inc. (NXT)
Q: Hello Peter, Ryan, and the Fab 5i Team:
If investing $5K USD today for a three year hold in a TFSA, in which order might you add to these holdings:
ESTC, VRT, NXT, BKNG, TMDX, ASPN.
Thanks very much for your excellent service!
Brad
If investing $5K USD today for a three year hold in a TFSA, in which order might you add to these holdings:
ESTC, VRT, NXT, BKNG, TMDX, ASPN.
Thanks very much for your excellent service!
Brad
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Celestica Inc. (CLS)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Vertiv Holdings LLC Class A (VRT)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: The stock market keeps on climbing ahead. At what point should we be careful due to valuation?
That being said, what are the top 5 Canadian and US stocks under current valuations?
Thanks
That being said, what are the top 5 Canadian and US stocks under current valuations?
Thanks
- Booking Holdings Inc. (BKNG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Take-Two Interactive Software Inc. (TTWO)
- Aspen Aerogels Inc. (ASPN)
- Docebo Inc. (DCBO)
Q: With quarterly earnings winding down I'm curious to hear about about a couple of your biggest surprises. Are there a few outliers on the positive and negative side? Can be US or Canadian.
- Intuitive Surgical Inc. (ISRG)
- Booking Holdings Inc. (BKNG)
- Constellation Software Inc. (CSU)
- Alimentation Couche-Tard Inc. (ATD)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Ulta Beauty Inc. (ULTA)
- Axon Enterprise Inc. (AXON)
- Uber Technologies Inc. (UBER)
- Boyd Group Services Inc. (BYD)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: What 5-10 core stocks would you buy today in a new portfolio, in both CAD and USD.
- First Solar Inc. (FSLR)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Honeywell International Inc. (HON)
- RTX Corporation (RTX)
Q: If Trump wins this election i am considering moving most of my investments into the US market. I think that Canada amongst others will suffer thru his direction (dictatorship) and US stocks will do well. Would you have any stock recommendations should this election play out this way. Thx, James
Q: What are your favored US Large Caps with some growth, medium risk.? Dividend yield is not important. Thanks
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- American Tower Corporation (REIT) (AMT)
- Chevron Corporation (CVX)
- Freeport-McMoRan Inc. (FCX)
- JPMorgan Chase & Co. (JPM)
- Eli Lilly and Company (LLY)
- NextEra Energy Inc. (NEE)
- Trane Technologies plc (TT)
Q: In reference to your answer that we should consider being overweight the US at this time, can you give one US name in each sector for modest growth (not dividends) over the next few years? Please take as many credits as necessary with thanks.
- Booking Holdings Inc. (BKNG)
- Aspen Aerogels Inc. (ASPN)
- Pinterest Inc. Class A (PINS)
- monday.com Ltd. (MNDY)
- Nextracker Inc. (NXT)
Q: With most companies having reported earnings, which would be your top 5 with respect to ‘best earnings’? Thank you
- Booking Holdings Inc. (BKNG)
- JPMorgan Chase & Co. (JPM)
- Eli Lilly and Company (LLY)
- Berkshire Hathaway Inc. (BRK.B)
- Jacobs Solutions Inc. (J)
- Trane Technologies plc (TT)
- RTX Corporation (RTX)
- TransMedics Group Inc. (TMDX)
Q: I am seeking a few ideas to deploy US dollars in both RRSP and TFSA for a balance hold approach, and dont need tech. Thank you
Q: Can you comment on SBUX earnings/outlook? It's getting hammered today - is it worth a look for a patient investor with a long-term (5 years+) horizon? Or are there other consumer discretionary options worth buying at current levels that will provide a greater total return over this timeframe?