Q: Can you comment on the quarterly results please. Was there anything of particular note, either good or bad, during the earnings call? I see a few price target decreases but from a quick scan, the results didn't look that bad. Do you still like this one going forward and would you add to a 1.5% position?
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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.
Q: Could I please get your analysis of the quarterly/year end results for MEDIFAST, Booking Holdings, and eXp World Holdings? Any change on recommendations?
Thank you
Thank you
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- JPMorgan Chase & Co. (JPM)
- Walmart Inc. (WMT)
- EPAM Systems Inc. (EPAM)
- Revolve Group Inc. Class A (RVLV)
- Digital Turbine Inc. (APPS)
- Celsius Holdings Inc. (CELH)
- Palantir Technologies Inc. Class A (PLTR)
- eXp World Holdings Inc. (EXPI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Hi team,
For new money what are your top names?
And which names are you watching closely to buy in another 10%?
For new money what are your top names?
And which names are you watching closely to buy in another 10%?
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- The Trade Desk Inc. (TTD)
- Okta Inc. (OKTA)
- EPAM Systems Inc. (EPAM)
- Redfin Corporation (RDFN)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Celsius Holdings Inc. (CELH)
- eXp World Holdings Inc. (EXPI)
Q: Your top 10 US growth stocks please. Thanks.
- Alphabet Inc. (GOOG)
- Intuit Inc. (INTU)
- NVIDIA Corporation (NVDA)
- Descartes Systems Group Inc. (The) (DSG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Trisura Group Ltd. (TSU)
- Copart Inc. (CPRT)
- Pure Storage Inc. Class A (PSTG)
- Converge Technology Solutions Corp. (CTS)
- EPAM Systems Inc. (EPAM)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Celsius Holdings Inc. (CELH)
- eXp World Holdings Inc. (EXPI)
Q: With interest rates rising, companies with heavy debt loads may suffer somewhat.
Can you please offer 5-10 top picks with large cash balances and low debt w/best bets in each Cda and US? also which big cap sectors would you stay away from due to large debt holdings? many thanks...
Can you please offer 5-10 top picks with large cash balances and low debt w/best bets in each Cda and US? also which big cap sectors would you stay away from due to large debt holdings? many thanks...
- Redfin Corporation (RDFN)
- eXp World Holdings Inc. (EXPI)
- Upstart Holdings Inc. (UPST)
- Affirm Holdings Inc. (AFRM)
Q: A couple of showdowns for you — which of the following would you pick today for a 5-year hold with an eye toward growth?
- RDFN vs. EXPI
- UPST vs. ARFM
Thank you!
- RDFN vs. EXPI
- UPST vs. ARFM
Thank you!
Q: Which company do you believe has better long term growth potential?
Thanks
Thanks
Q: Good Saturday morning 5i Team. I've held Expi for approx 18 months it started out like a rocket but seems to be in the penalty box since the split. I see a new real estate play REAX-Q gaining some early traction. Do I stay the course with Expi, own both or move on. My position is in a TFSA, do I buy REAX as a Canadian or U.S. holding? Best of the season and as always thanks for your good council. David
- Redfin Corporation (RDFN)
- eXp World Holdings Inc. (EXPI)
- Upstart Holdings Inc. (UPST)
- Affirm Holdings Inc. (AFRM)
Q: Are there any reasonable tax loss proxies for these names?
Thanks!
Thanks!
- Alphabet Inc. (GOOG)
- Intuit Inc. (INTU)
- NVIDIA Corporation (NVDA)
- iShares Russell 2000 Growth ETF (IWO)
- Copart Inc. (CPRT)
- DexCom Inc. (DXCM)
- MEDIFAST INC (MED)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Celsius Holdings Inc. (CELH)
- Unity Software Inc. (U)
- eXp World Holdings Inc. (EXPI)
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
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
Q: Can you please comment on the quarters earning report. Anything worth noting from the conference call (either positive or negative)? Do you still like the prospects of this company moving forward for the long term?
Q: Hi 5i,
With Zillow dropping the bomb on iBuying, does this mean eXpi should do better since it's more a brokerage than buying and reselling for itself? Or does it mean bad news for the entire industry?
TIA!
Wayne
With Zillow dropping the bomb on iBuying, does this mean eXpi should do better since it's more a brokerage than buying and reselling for itself? Or does it mean bad news for the entire industry?
TIA!
Wayne
Q: Could I please get your comments on eXp World Holdings? Would you buy here?
Thanks
Thanks
- Netflix Inc. (NFLX)
- Digital Turbine Inc. (APPS)
- Cloudflare Inc. Class A (NET)
- Unity Software Inc. (U)
- eXp World Holdings Inc. (EXPI)
- Nuvei Corporation (NVEI)
Q: Hello. A forced choice request. I have been tracking these 6 captionally noted US stocks for some time. At the moment I have capital to invest in three new positions. My interest is in growth, and I'm planning to hold for min 5 to max 10 years. Clearly, I'm an investor and not a trader. From this list, which 3 stocks would you anticipate might hold the best prospects for continued growth over that time span. Thanks!
- Magna International Inc. (MG)
- Magna International Inc. (MGA)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- eXp World Holdings Inc. (EXPI)
Q: Good morning!
I hold a 1/2 position in Magna. I do believe in this stock longterm. With the shortages and things appearing to be priced in. Is it time to top up to a full position?
On a separate question what are your highest conviction growth pics in TECH for the 4Q.
Preferably US but can spribkle some Canadian names as well.
Thank you for the amazing input and service. It's been immeasurable.
I hold a 1/2 position in Magna. I do believe in this stock longterm. With the shortages and things appearing to be priced in. Is it time to top up to a full position?
On a separate question what are your highest conviction growth pics in TECH for the 4Q.
Preferably US but can spribkle some Canadian names as well.
Thank you for the amazing input and service. It's been immeasurable.
Q: I've had success buying good out-of-favor companies, especially in tax-loss season. In 2020, I loaded up on rate resent preferreds at very low prices (so the effective interest payments were good even if interest rates stayed low). This gave me optionality in case rates ever climbed. I also bought TOU and CVE when oil prices were extremely low.
This is for 5% of my portfolio, and is patient money. Suggestions?
This is for 5% of my portfolio, and is patient money. Suggestions?
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Vanguard S&P 500 ETF (VOO)
- Kornit Digital Ltd. (KRNT)
- MEDIFAST INC (MED)
- Ultra Clean Holdings Inc. (UCTT)
- Digital Turbine Inc. (APPS)
- eXp World Holdings Inc. (EXPI)
- Neighbourly Pharmacy Inc. (NBLY)
Q: Thanks to rising oil prices, I have cashed out of an oil stock at the original price paid 5 years ago. I feel lucky to have done so as this is a sector I wish to avoid. This makes my TFSA ( small part of total portfolios and is my fun money ) 50 % cash.
Knowing that momentum is important to you, what are your thoughts on the momentum of the S&P 500 ? The growthy small caps seem to be out of favour at the moment. Do I wait until market sentiment has changed back or look at other larger growth stocks ? Your 3 suggestions for a risk oriented TFSA is appreciated. Derek
Knowing that momentum is important to you, what are your thoughts on the momentum of the S&P 500 ? The growthy small caps seem to be out of favour at the moment. Do I wait until market sentiment has changed back or look at other larger growth stocks ? Your 3 suggestions for a risk oriented TFSA is appreciated. Derek
- Roku Inc. (ROKU)
- Guardant Health Inc. (GH)
- MEDIFAST INC (MED)
- Ultra Clean Holdings Inc. (UCTT)
- CrowdStrike Holdings Inc. (CRWD)
- eXp World Holdings Inc. (EXPI)
Q: What would be your ranking of the above names today for a growth portfolio? Are there any you wouldn't currently view as a buy?
Thanks!
Thanks!
Q: I recently sold my shares in RDFN for a small loss as it has not be doing much. I have been looking for a new real estate position in my TFSA to replace RDFN. I have noticed more questions recently about EXPI. Can you describe why you like this company? Would it be one of your top picks in real estate US stocks? If not, what are your ranked top 5 in order? I see EXPI is down 13% today as of writing this question (no news that I can find) and wondering what you might see as a favorable entry point. I am ok with volatility and am looking for long-term growth in my TFSA.