Q: How would you proportion $20 thousand between these 2 high risk companies?
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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. (GOOGL $322.86)
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Intuit Inc. (INTU $443.77)
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Microsoft Corporation (MSFT $401.14)
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NVIDIA Corporation (NVDA $185.41)
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AbbVie Inc. (ABBV $223.43)
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Lockheed Martin Corporation (LMT $623.58)
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Constellation Software Inc. (CSU $2,434.02)
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Enghouse Systems Limited (ENGH $17.95)
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Magna International Inc. (MG $73.80)
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Alimentation Couche-Tard Inc. (ATD $78.74)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
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goeasy Ltd. (GSY $131.36)
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InterRent Real Estate Investment Trust (IIP.UN $13.35)
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Cargojet Inc. Common and Variable Voting Shares (CJT $95.43)
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Aritzia Inc. Subordinate Voting Shares (ATZ $112.56)
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Roku Inc. (ROKU $85.85)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.65)
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CrowdStrike Holdings Inc. (CRWD $395.50)
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Digital Turbine Inc. (APPS $4.15)
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Jacobs Solutions Inc. (J $148.81)
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Boyd Group Services Inc. (BYD $242.94)
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Unity Software Inc. (U $25.11)
Q: Hello 5i,
Could you please list your top 10 stocks (rank in order 1st to 10th) in Canada and the US to purchase now for a 3-5 year hold when considering current and future values?
Thank you
Cheers,
Could you please list your top 10 stocks (rank in order 1st to 10th) in Canada and the US to purchase now for a 3-5 year hold when considering current and future values?
Thank you
Cheers,
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Alphabet Inc. (GOOG $323.10)
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NVIDIA Corporation (NVDA $185.41)
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Constellation Software Inc. (CSU $2,434.02)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
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goeasy Ltd. (GSY $131.36)
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CrowdStrike Holdings Inc. (CRWD $395.50)
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Digital Turbine Inc. (APPS $4.15)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Unity Software Inc. (U $25.11)
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Topicus.com Inc. (TOI $94.72)
Q: Hi, My respected 5i team
Could you please recommend 5 solid names to buy in Canadian and US markets respectively when there is a market correction? Do you think it is a good time to buy them now during the current market drawdown?
Pls list the names in the order from your most favorite to the least. Thanks in advance!
Could you please recommend 5 solid names to buy in Canadian and US markets respectively when there is a market correction? Do you think it is a good time to buy them now during the current market drawdown?
Pls list the names in the order from your most favorite to the least. Thanks in advance!
Q: Would appreciate your "crystal ball" thoughts on how low Crowdstrike might go during this continuing correction.
Q: Please comment on results/outlook
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
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Veeva Systems Inc. Class A (VEEV $183.65)
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WELL Health Technologies Corp. (WELL $4.05)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.65)
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CrowdStrike Holdings Inc. (CRWD $395.50)
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Digital Turbine Inc. (APPS $4.15)
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Unity Software Inc. (U $25.11)
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Nuvei Corporation (NVEI)
Q: Can I get your quick thoughts on CRWD and VEEV earnings? Do you still like both for long term growth?
Also thoughts on the VIX cracking above 30? With rates expected to rise in the near future, do you see a shift from more growth to value and more headwind for high growth stocks? I’m holding some high growth names such as SHOP, NVEI, LSPD, U, CRWD, APPS, WELL, VEEV and am a long term investor. Do you still have high confidence in all these names? Have done well but the recent pullback is tough to see. Thanks!
Also thoughts on the VIX cracking above 30? With rates expected to rise in the near future, do you see a shift from more growth to value and more headwind for high growth stocks? I’m holding some high growth names such as SHOP, NVEI, LSPD, U, CRWD, APPS, WELL, VEEV and am a long term investor. Do you still have high confidence in all these names? Have done well but the recent pullback is tough to see. Thanks!
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Alphabet Inc. (GOOG $323.10)
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Intuit Inc. (INTU $443.77)
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NVIDIA Corporation (NVDA $185.41)
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iShares Russell 2000 Growth ETF (IWO $339.48)
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Copart Inc. (CPRT $40.36)
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DexCom Inc. (DXCM $69.97)
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MEDIFAST INC (MED $11.36)
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CrowdStrike Holdings Inc. (CRWD $395.50)
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Digital Turbine Inc. (APPS $4.15)
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Celsius Holdings Inc. (CELH $50.57)
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Unity Software Inc. (U $25.11)
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eXp World Holdings Inc. (EXPI $8.66)
Q: Hi thank you for all that you do.
I would appreciate your thoughts on a top ten list for growth plays in the US for an RRSP. (1 ETF) Time horizon is on my side as I’m a younger investor, and a dividend is not important.
Also, can you please provide a grade for each stock chosen? Ex A -E as shown in the Report section.
Would this list be any different in a TFSA? If so, why?
Thank you and please deduct points as necessary.
Nick
I would appreciate your thoughts on a top ten list for growth plays in the US for an RRSP. (1 ETF) Time horizon is on my side as I’m a younger investor, and a dividend is not important.
Also, can you please provide a grade for each stock chosen? Ex A -E as shown in the Report section.
Would this list be any different in a TFSA? If so, why?
Thank you and please deduct points as necessary.
Nick
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Adobe Inc. (ADBE $268.38)
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Intuitive Surgical Inc. (ISRG $488.15)
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Salesforce Inc. (CRM $191.35)
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DocuSign Inc. (DOCU $47.13)
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CrowdStrike Holdings Inc. (CRWD $395.50)
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Digital Turbine Inc. (APPS $4.15)
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Celsius Holdings Inc. (CELH $50.57)
Q: If the scary inflation monster is in fact a mirage and we return next year to the old norm of global oversupply, excess savings, and stagnant growth what would be some Canadian and US stocks likely to benefit.
Thanks
Mike
Thanks
Mike
Q: Would you recommend investing in CRWD at this nervous time or wait until
the new covide disturbance is over?
the new covide disturbance is over?
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Apple Inc. (AAPL $278.12)
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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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Sun Life Financial Inc. (SLF $88.99)
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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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Aritzia Inc. Subordinate Voting Shares (ATZ $112.56)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.65)
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CrowdStrike Holdings Inc. (CRWD $395.50)
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Digital Turbine Inc. (APPS $4.15)
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Airbnb Inc. (ABNB $122.18)
Q: Today, stocks are on sale. Can you opine on which large and midcap CDN and US caps look like they are being hit for no fundamental reason? Thanks.
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Pure Storage Inc. Class A (PSTG $70.99)
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NV5 Global Inc. (NVEE $22.56)
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CrowdStrike Holdings Inc. (CRWD $395.50)
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Digital Turbine Inc. (APPS $4.15)
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Cerence Inc. (CRNC $7.77)
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Jacobs Solutions Inc. (J $148.81)
Q: After a year I’m back where I started. Hold? Seems there’re lots of interesting US growth stories out there, can you suggest alternatives in industrials/tech space. And thanks for teaching me not to panic sell!
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Apple Inc. (AAPL $278.12)
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Alphabet Inc. (GOOG $323.10)
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DexCom Inc. (DXCM $69.97)
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CrowdStrike Holdings Inc. (CRWD $395.50)
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Airbnb Inc. (ABNB $122.18)
Q: With the markets down so much today (TSX 2.3%; DJIA 2.7%; NASDAQ 2%), what Can or US high quality companies look like significant buys to you? Or do you recommend waiting on the buy side until things settle a bit in the next week or so until more is known about the new COVID variant?
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PayPal Holdings Inc. (PYPL $40.42)
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QUALCOMM Incorporated (QCOM $137.34)
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Sea Limited American Depositary Shares each representing one Class A (SE $108.54)
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Veeva Systems Inc. Class A (VEEV $183.65)
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Teladoc Health Inc. (TDOC $5.01)
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DocuSign Inc. (DOCU $47.13)
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Guardant Health Inc. (GH $101.85)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.65)
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CrowdStrike Holdings Inc. (CRWD $395.50)
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Digital Turbine Inc. (APPS $4.15)
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Unity Software Inc. (U $25.11)
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Upstart Holdings Inc. (UPST $38.24)
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Nuvei Corporation (NVEI)
Q: I would like to build a more concentrated techy portfolio of our holdings with a 3 year time horizon by concentrating funds on stronger names and selling those you have less confidence in 3 years. Please rank names for
A. new funds to add with a short blurb about
1. growth potential and profit margins
2. risk/ debt, particularly at a time of rising rates
3. competitive advantage
4. management
B. selling with comment about reasons.
Appreciate service you provide - thanks
A. new funds to add with a short blurb about
1. growth potential and profit margins
2. risk/ debt, particularly at a time of rising rates
3. competitive advantage
4. management
B. selling with comment about reasons.
Appreciate service you provide - thanks
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Descartes Systems Group Inc. (The) (DSG $91.25)
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Kinaxis Inc. (KXS $127.42)
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goeasy Ltd. (GSY $131.36)
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CrowdStrike Holdings Inc. (CRWD $395.50)
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Topicus.com Inc. (TOI $94.72)
Q: From my selected list of growth stocks, please rate best to worst your pick for small TFSA portfolio portion of retired couples mostly div. income. Safety main concern but add others you might prefer. Trying to take advantage of tax selling. Thanks
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Salesforce Inc. (CRM $191.35)
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Atlassian Corporation (TEAM $94.72)
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Roku Inc. (ROKU $85.85)
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CrowdStrike Holdings Inc. (CRWD $395.50)
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Digital Turbine Inc. (APPS $4.15)
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Airbnb Inc. (ABNB $122.18)
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Upstart Holdings Inc. (UPST $38.24)
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Affirm Holdings Inc. (AFRM $57.03)
Q: Can you please recommend a few quality long-term US stocks that are a good buy now with year-end selling?
Thanks!!
Thanks!!
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CrowdStrike Holdings Inc. (CRWD $395.50)
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Digital Turbine Inc. (APPS $4.15)
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eXp World Holdings Inc. (EXPI $8.66)
Q: Tuesday you mentioned a few Canadian small and mid caps that you could start picking away (despite negative momentum). What US small and mid cap growth names are looking oversold after another tough day? Thanks as always for tremendous advice
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Salesforce Inc. (CRM $191.35)
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Atlassian Corporation (TEAM $94.72)
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Roku Inc. (ROKU $85.85)
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CrowdStrike Holdings Inc. (CRWD $395.50)
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Digital Turbine Inc. (APPS $4.15)
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Airbnb Inc. (ABNB $122.18)
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Upstart Holdings Inc. (UPST $38.24)
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Affirm Holdings Inc. (AFRM $57.03)
Q: If a guy were to start pecking away at these high growth tech names either Cnd or US that have been slaughtered the last while (especially the last couple days), which ones would you be looking at for a 5-10 yr hold?
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Questor Technology Inc. (QST $0.34)
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Roku Inc. (ROKU $85.85)
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WELL Health Technologies Corp. (WELL $4.05)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.65)
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Pinterest Inc. Class A (PINS $19.60)
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CrowdStrike Holdings Inc. (CRWD $395.50)
Q: What would be some of your top picks (Canadian, U.S.) for buying based on (presumably temporary) downward pressures due to current tax loss selling?
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Alphabet Inc. (GOOG $323.10)
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NVIDIA Corporation (NVDA $185.41)
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AbbVie Inc. (ABBV $223.43)
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Bank of America Corporation (BAC $56.53)
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The Walt Disney Company (DIS $108.70)
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Xylem Inc. New (XYL $142.12)
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Block Inc. Class A (SQ)
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NV5 Global Inc. (NVEE $22.56)
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DexCom Inc. (DXCM $69.97)
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T-Mobile US Inc. (TMUS $197.39)
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CrowdStrike Holdings Inc. (CRWD $395.50)
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Jacobs Solutions Inc. (J $148.81)
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Matterport Inc. (MTTR)
Q: Hi Peter and Team
Looking for guidance on US holdings in a non registered account. My feeling from following your questions is that the US market would likely do well next year or 2 and that I should not invest 100% in Canada. Can you list 5 US securities that you see as good growth for next 2-3 years holding ?
Thanks for excellent guidance
Peter
Looking for guidance on US holdings in a non registered account. My feeling from following your questions is that the US market would likely do well next year or 2 and that I should not invest 100% in Canada. Can you list 5 US securities that you see as good growth for next 2-3 years holding ?
Thanks for excellent guidance
Peter
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Alphabet Inc. (GOOG $323.10)
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NVIDIA Corporation (NVDA $185.41)
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MEDIFAST INC (MED $11.36)
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CrowdStrike Holdings Inc. (CRWD $395.50)
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Digital Turbine Inc. (APPS $4.15)
Q: Hello,
What 5 Canadian and US growth stocks you can recommend for 5 year hold in a TFSA and non registered account.
Thanks.
What 5 Canadian and US growth stocks you can recommend for 5 year hold in a TFSA and non registered account.
Thanks.