Q: Another day, another short report on Applovin. All the reports say something to the effect that Applovin tracks users in a way that the major platforms Apple and Google forbid. The worry is a deplatforming at some point. What do you make of this?
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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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Goosehead Insurance Inc. (GSHD)
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Freshworks Inc. (FRSH)
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MicroStrategy Incorporated (MSTR)
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Shift4 Payments Inc. Class A (FOUR)
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Palantir Technologies Inc. (PLTR)
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Snowflake Inc. Class A (SNOW)
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Applovin Corporation (APP)
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Cantaloupe Inc. (CTLP)
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Cellebrite DI Ltd. (CLBT)
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Symbotic Inc. (SYM)
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Nebius Group N.V. (NBIS)
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UFP Technologies Inc. (UFPT)
Q: How would you rank the following for a growth oriented long-term hold: NBIS, PLTR, FOUR, SYM, CLBT, GSHD, UFPT, SNOW, CTLP, MSTR, FRSH, APP
Q: If we liked Applovin at $515, shouldn’t we be lovin’ it at $315, especially after a likely-bogus short attack?
How do you like it here for a 3 year hold?
How do you like it here for a 3 year hold?
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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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Celestica Inc. (CLS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Palo Alto Networks Inc. (PANW)
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CrowdStrike Holdings Inc. (CRWD)
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Shift4 Payments Inc. Class A (FOUR)
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Applovin Corporation (APP)
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Cellebrite DI Ltd. (CLBT)
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Lumine Group Inc. (LMN)
Q: Time to clean up my tech holdings. Can you please rank them for a 3-5 yr hold. Need to get rid of 1 or 2 and maybe trim some others. Thank you
Q: Did you get a chance to read the short report on Applovin? Any comments? Still up quite a bit, but wondering if I should hold, trim, or sell all and wait on the sidelines?
Thanks
Thanks
Q: TTD cratered and now keeps moving down. I didn't think earnings were THAT bad. Is this an overreaction or can you explain why the fall has been so harsh? Would you consider this a buying opportunity or is this a falling knife? Thanks!
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Celestica Inc. (CLS)
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CrowdStrike Holdings Inc. (CRWD)
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Topicus.com Inc. (TOI)
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Applovin Corporation (APP)
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Nebius Group N.V. (NBIS)
Q: Hi,
Between these high growth names, which do you like best and how would you rank as best risk adjusted return to start a new position? Thanks!
Between these high growth names, which do you like best and how would you rank as best risk adjusted return to start a new position? Thanks!
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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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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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Advanced Micro Devices Inc. (AMD)
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MicroStrategy Incorporated (MSTR)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Uber Technologies Inc. (UBER)
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Palantir Technologies Inc. (PLTR)
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Applovin Corporation (APP)
Q: Good morning 5i,
I'm expecting some turbulence coming for sure. I doubt all is priced in with the tariff battle. Of course nobody knows. But opportunity may be knocking.
I refreshed myself on Peter's cover call write up from years past. I'd love a new take on selling covered calls to enhance your income and some strategies relating to it. ie, OTM, time frame etc.
And some top stocks in your view for writing on. Excluding NVDA, already sell OTC cc on my position.
Thank you very much.
I'm expecting some turbulence coming for sure. I doubt all is priced in with the tariff battle. Of course nobody knows. But opportunity may be knocking.
I refreshed myself on Peter's cover call write up from years past. I'd love a new take on selling covered calls to enhance your income and some strategies relating to it. ie, OTM, time frame etc.
And some top stocks in your view for writing on. Excluding NVDA, already sell OTC cc on my position.
Thank you very much.
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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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Constellation Software Inc. (CSU)
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Celestica Inc. (CLS)
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Palo Alto Networks Inc. (PANW)
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MicroStrategy Incorporated (MSTR)
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CrowdStrike Holdings Inc. (CRWD)
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Shift4 Payments Inc. Class A (FOUR)
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Applovin Corporation (APP)
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Cellebrite DI Ltd. (CLBT)
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Lumine Group Inc. (LMN)
Q: I have the above tech stocks sitting at just over 30% weighting in portfolio. Could you please rank them as to which you might sell first. I sadly sold Crowdstrike last summer when they had their issues and I am thinking I need a cybersecurity stock. Would you buy Crowdstrike or Palo Alto or half of both. Also, What do you think about Saleforce? With the thought of cheaper AI, is that one that would possibly benefit and how where would it rank within my aboce tech stocks? Thanks for all your help. With all your advice, last year was awesome and still up this year following yesterday’s falloff.
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Broadcom Inc. (AVGO)
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kneat.com inc. (KSI)
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Axon Enterprise Inc. (AXON)
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Construction Partners Inc. (ROAD)
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Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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IES Holdings Inc. (IESC)
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CrowdStrike Holdings Inc. (CRWD)
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Applovin Corporation (APP)
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Coinbase Global Inc (COIN)
Q: I need to consolidate some of the riskier stocks in my portfolio. Of the following on my chopping block, could you rate which would be keepers for the long term (with a hands-on approach) - best to worst - KSI, GLXY, AVGO, AXON, IESC, ROAD, COIN, APP, CRWD? Also, I hold both GSY and PRL. Is it reasonable to let one go in a consolidation? If so, which one - thanks!
Q: Does APP have a moat at all?
Are there short sellers or is it a candidate for short sellers?
It employs AI but is there much risk that another firm uses AI to knock out its momentum?
What other risks do you see it has?
Are there short sellers or is it a candidate for short sellers?
It employs AI but is there much risk that another firm uses AI to knock out its momentum?
What other risks do you see it has?
Q: Happy new year to the 5i team and readers! In your Jan.6th answer to Judith you ranked App no.1. Can you please elaborate on why it’s a top pick and comment on valuation. I am concerned about valuation - but then again, I’ve sold many a growth stock prematurely due to this concern and missed out on gains!
Jason
Jason
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Broadcom Inc. (AVGO)
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Salesforce Inc. (CRM)
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Dollarama Inc. (DOL)
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Brookfield Renewable Partners L.P. (BEP.UN)
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The Trade Desk Inc. (TTD)
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kneat.com inc. (KSI)
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Condor Resources Inc. (CN)
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Applovin Corporation (APP)
Q: Hi there
Could you please rank the noted stocks in order of "buy now" preference? (CN, AVGO, CRM, KSI, APP, BEP.UN, DOL, TTD).
Thanks so much! Appreciated.
Could you please rank the noted stocks in order of "buy now" preference? (CN, AVGO, CRM, KSI, APP, BEP.UN, DOL, TTD).
Thanks so much! Appreciated.
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Construction Partners Inc. (ROAD)
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IES Holdings Inc. (IESC)
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Applovin Corporation (APP)
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South Bow Corporation (SOBO)
Q: I have the above stocks on my watchlist. They are all coming into the range that you have suggested in the past. Do you think they are buyable at current prices, APP for medium term, the others medium to long term (SOBO long term) which order would you add, and what percentage of the portfolio would you be comfortable with as a starting position? Thanks!
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Broadcom Inc. (AVGO)
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Intuitive Surgical Inc. (ISRG)
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Axon Enterprise Inc. (AXON)
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Shift4 Payments Inc. Class A (FOUR)
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Palantir Technologies Inc. (PLTR)
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Applovin Corporation (APP)
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Cellebrite DI Ltd. (CLBT)
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Nebius Group N.V. (NBIS)
Q: Hello 5i
Could you rank the above stocks for a 3-5 year TFSA hold with a medium to high risk tolerance in mind.
Thank you
Dave
Could you rank the above stocks for a 3-5 year TFSA hold with a medium to high risk tolerance in mind.
Thank you
Dave
Q: Would you be comfortable holding Applovin for a 3+ year hold? I managed to buy it near the high but I was planning on holding it. I suppose ups and downs go with a high octane stock like this one.
I also wanted to wish everyone a Merry Christmas and holiday season. Thank you for all your help this past year!
Jason
I also wanted to wish everyone a Merry Christmas and holiday season. Thank you for all your help this past year!
Jason
Q: I've held TTD for many years now (since about $17 thanks to 5i) and it's starting to seem expensive at current prices (especially given the roku talk). Would it be best to diversify some towards others in the ad sector like APP or MGNI (or any other suggestions)?
You've spoken favourably of APP recently, do you like it better than TTD at current prices? My holding period is as long as possible if that helps.
You've spoken favourably of APP recently, do you like it better than TTD at current prices? My holding period is as long as possible if that helps.
Q: I am looking for two stocks suggestions in each Canada and US with the most potential to trade and profit from the year end rally and current momuntum.
Raouf
Raouf
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Amazon.com Inc. (AMZN)
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NVIDIA Corporation (NVDA)
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Take-Two Interactive Software Inc. (TTWO)
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Jacobs Solutions Inc. (J)
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Vertiv Holdings LLC Class A (VRT)
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Trane Technologies plc (TT)
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RTX Corporation (RTX)
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Palantir Technologies Inc. (PLTR)
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Applovin Corporation (APP)
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Sezzle Inc. (SEZL)
Q: Hello
I have a large cash position at 19% & would like to allocate 15% now through to Q2 2025.
What would 5is recommendations for Tech,, Comm Services, Industrials and "any misc."Momentum" plays Top 3 USA & CDA for each would be great.
*Assume 4+yr holds
I have a large cash position at 19% & would like to allocate 15% now through to Q2 2025.
What would 5is recommendations for Tech,, Comm Services, Industrials and "any misc."Momentum" plays Top 3 USA & CDA for each would be great.
*Assume 4+yr holds
Q: Hi, great momentum but is it overpriced? Time to get in, or fish elsewhere? Any idea of expected growth over the next 3-5 years? Thanks.