Q: What do you think about ASAN at these levels and valuation re-rating in the tech arena ! I am wondering if it will have a big bounce on any upcoming recovery, even if a brief bear market rally....to exit my final portion, or to keep for longer term growth recovery? Thx !
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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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Alphabet Inc. (GOOG)
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Intuit Inc. (INTU)
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NVIDIA Corporation (NVDA)
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AbbVie Inc. (ABBV)
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Salesforce Inc. (CRM)
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JPMorgan Chase & Co. (JPM)
Q: Please provide me with 5 US large cap stocks you feel will have the best upside. Is it to early to get back into the market or would you wait until early October.
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Alphabet Inc. (GOOG)
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Salesforce Inc. (CRM)
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Honeywell International Inc. (HON)
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Williams Companies Inc. (The) (WMB)
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Roku Inc. (ROKU)
Q: Please list some top quality names caught in this bad market, US or Canada. Thanks.
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Apple Inc. (AAPL)
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Alphabet Inc. (GOOG)
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Salesforce Inc. (CRM)
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Descartes Systems Group Inc. (The) (DSG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
Q: Are there 2 or 3 Canadian & 2 or 3 US stocks you would be interested in buying in the current downturn?
Would you buy now or wait until???
Thank you.
Would you buy now or wait until???
Thank you.
Q: Amazon or Salesforce for a 5 year hold in an aggressive growth account? Thanks!
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Salesforce Inc. (CRM)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Veeva Systems Inc. Class A (VEEV)
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ServiceNow Inc. (NOW)
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Topicus.com Inc. (TOI)
Q: Hi,
As a follow up to your answer to Curtis's question. What are some of the better companies in the data analytics space?
Thank-you.
As a follow up to your answer to Curtis's question. What are some of the better companies in the data analytics space?
Thank-you.
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Apple Inc. (AAPL)
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Alphabet Inc. (GOOG)
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Salesforce Inc. (CRM)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Consumer Staples Select Sector SPDR (XLP)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hi
If I were to "go shopping" and sell XLP a defensive ETF. What would be be a few ideas for growth assuming we are never a bottom..
Thank you for your time and assistance.
Mike
If I were to "go shopping" and sell XLP a defensive ETF. What would be be a few ideas for growth assuming we are never a bottom..
Thank you for your time and assistance.
Mike
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Salesforce Inc. (CRM)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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ServiceNow Inc. (NOW)
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Alteryx Inc. Class A (AYX)
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Datadog Inc. (DDOG)
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Palantir Technologies Inc. (PLTR)
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Topicus.com Inc. (TOI)
Q: Good morning. What would you recommend for an investment Canadian and US data analytics company or space? Thanks again.
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Apple Inc. (AAPL)
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Meta Platforms Inc. (META)
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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TFI International Inc. (TFII)
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Teladoc Health Inc. (TDOC)
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Converge Technology Solutions Corp. (CTS)
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Topicus.com Inc. (TOI)
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D2L Inc. Subordinate Voting Shares (DTOL)
Q: Hi Peter and team.
Significant losses in all of these over last 3-6 months. Would you bail out on any of them and what could I reinvest in 3 CDN and 3 US that have been similarly beaten down but have a better growth outlook ?
Personal account with a fair balance of 40% US securities currently.
Thanks for all the advice
Peter
Significant losses in all of these over last 3-6 months. Would you bail out on any of them and what could I reinvest in 3 CDN and 3 US that have been similarly beaten down but have a better growth outlook ?
Personal account with a fair balance of 40% US securities currently.
Thanks for all the advice
Peter
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
Q: Hi Peter/Ryan I don't have large American companies such as MSFT, GOOG AAPL or AMZN in either my RRSP or TFSA is there any benefit to having some in a RRSP or TFSA? Which of these or other suggestion would you recommend for either. Thanks Nick
Q: What do you think of Salesforce (CRM) for a five year hold? Can you compare valuation and growth with Topicus please? Thanks
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Apple Inc. (AAPL)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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Roku Inc. (ROKU)
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Pinterest Inc. Class A (PINS)
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Unity Software Inc. (U)
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Upstart Holdings Inc. (UPST)
Q: Hi 5i Team - Would you consider any or all of Unity, Roku and Upstart as oversold. Also could you suggest a few U.S. stocks that may be oversold at this point - besides the possibility of the ones mentioned. Thanks.
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Salesforce Inc. (CRM)
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Block Inc. Class A (SQ)
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goeasy Ltd. (GSY)
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Veeva Systems Inc. Class A (VEEV)
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Mitek Systems Inc. (MITK)
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Propel Holdings Inc. (PRL)
Q: Good morning Team, I am looking for proxy's for the 3 stocks mentioned with the plan to repurchase in 30 days, unless 5I suggests better options for the listed stocks.
Thanks Dave
Thanks Dave
Q: I'm thinking of a Covered Call strategy on dividend paying US stocks. I know the dividends are treated differently in Canada, but I wanted stocks that offered weekly call options.
Are there any suggestions you have?
Are there any suggestions you have?
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Apple Inc. (AAPL)
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Meta Platforms Inc. (META)
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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Honeywell International Inc. (HON)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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The Trade Desk Inc. (TTD)
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CrowdStrike Holdings Inc. (CRWD)
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Upstart Holdings Inc. (UPST)
Q: Hi Team,
Atz beat earnings and things appear to be going strong on all fronts for the business…yet the stock tanks some more today. Is this one of those disconnects where an investor should be buying more shares ?
Also …with the brutal tech selloff what are some of todays choices to buy for potential multi bagger over the next few years once the carnage stops? Thanks!
Shane
Atz beat earnings and things appear to be going strong on all fronts for the business…yet the stock tanks some more today. Is this one of those disconnects where an investor should be buying more shares ?
Also …with the brutal tech selloff what are some of todays choices to buy for potential multi bagger over the next few years once the carnage stops? Thanks!
Shane
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Apple Inc. (AAPL)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Salesforce Inc. (CRM)
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Advanced Micro Devices Inc. (AMD)
Q: I have a large position n nvda and think I should try to pair it down but it is very difficult to find fault with it going fwd. qcom is in a reasonable position. My question what would u suggest to replace a portion of nvda should I decide to sell some. Thanks as always.0
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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Costco Wholesale Corporation (COST)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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Enbridge Inc. (ENB)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Alimentation Couche-Tard Inc. (ATD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Crocs Inc. (CROX)
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Bank of Nova Scotia (The) (BNS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Upstart Holdings Inc. (UPST)
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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Adobe Inc. (ADBE)
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Salesforce Inc. (CRM)
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United Rentals Inc. (URI)
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lululemon athletica inc. (LULU)
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Rent-A-Center Inc. (RCII)
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Crocs Inc. (CROX)
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DraftKings Inc. (DKNG)
Q: I am down 20 to 40 % on these equities.
I am considering harvesting a loss and moving to other names in their respective sectors. Please assess by my plan and provide any necessary input.
Swap LULU for CROX
Swap ADBE for CRM
Swap RCII for DKNG - I am less convinced it this third swap.
Thank you
I am considering harvesting a loss and moving to other names in their respective sectors. Please assess by my plan and provide any necessary input.
Swap LULU for CROX
Swap ADBE for CRM
Swap RCII for DKNG - I am less convinced it this third swap.
Thank you
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Bank of Nova Scotia (The) (BNS)
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Digital Turbine Inc. (APPS)
Q: Given the current volatility in the markets could you provide your top 5 Canadian and US stocks based on earnings, with some growth upside?