Q: Just listened to their conference call. Growth seems intact, tilted towards the end of 2024. That is my take, but it's down a lot today, do you feel it is just due to muted Q1 forecast. Another thing of interest, they mentioned Shopify Merchant Pro about a dozen times, seems they are integrating Shopify platform which will be fueling growth.
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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: I am intrigued by the potential for comparison between these two companies and wonder if GLBE is on a similar track - for obvious reasons. Probably not, but can you compare please as MELI has obviously done very well for itself. Thanks. Look forward to your reply and analysis.
- Amazon.com Inc. (AMZN)
- Restaurant Brands International Inc. (QSR)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Tesla Inc. (TSLA)
- Ulta Beauty Inc. (ULTA)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Crocs Inc. (CROX)
- Celsius Holdings Inc. (CELH)
- Global-E Online Ltd. (GLBE)
Q: My Consumer Descretionary % is a bit low.
1. I'm a little gun shy buying this sector right now due to economy slowing in the face of higher interest rates. It seems the consumer may be struggling here for awhile. Would you bump up a low sector waiting right now or just wait 6-12 months?
2. How would you currently rank the following watchlist for capital appreciation over the next year+? Are there some you would not really consider Consumer Descretionary - seems to be quite a range of business.
SHOP, QSR, ATZ, DOO, TSLA, MG, AMZN, ULTA, CELH, BKNG, GLBE, CROX.
1. I'm a little gun shy buying this sector right now due to economy slowing in the face of higher interest rates. It seems the consumer may be struggling here for awhile. Would you bump up a low sector waiting right now or just wait 6-12 months?
2. How would you currently rank the following watchlist for capital appreciation over the next year+? Are there some you would not really consider Consumer Descretionary - seems to be quite a range of business.
SHOP, QSR, ATZ, DOO, TSLA, MG, AMZN, ULTA, CELH, BKNG, GLBE, CROX.
Q: Would you consider these similar companies? Do you see them both as having a good shot of multi-year high growth? What level of risk with these?
Q: Could I have your take on todays earnings release including their progress on net profit margins per your last observations. Thank you.
Q: Could I have an update please on the progress and prospects for this company?
Q: Seasons Greetings to all at 5i!!
Please compare these three companies for growth, balance sheet strength and which order would be your preference.
Thank you so much
Dave
Please compare these three companies for growth, balance sheet strength and which order would be your preference.
Thank you so much
Dave
- Okta Inc. (OKTA)
- Palantir Technologies Inc. (PLTR)
- Snowflake Inc. Class A (SNOW)
- QuantumScape Corporation Class A (QS)
- Upstart Holdings Inc. (UPST)
- UiPath Inc. Class A (PATH)
- Global-E Online Ltd. (GLBE)
- DLocal Limited (DLO)
- Marqeta Inc. (MQ)
- Toast Inc. Class A (TOST)
Q: Could you please rank these stocks based on a 5+ year holding for a US Growth account? Thanks!
UPST, TOST, SNOW, QS, PLTR, PATH, OKTA, MQ, MELI, GLBE, DLO, ADYEY
What would be your top 3 choices right now?
UPST, TOST, SNOW, QS, PLTR, PATH, OKTA, MQ, MELI, GLBE, DLO, ADYEY
What would be your top 3 choices right now?
- Constellation Software Inc. (CSU)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Five Below Inc. (FIVE)
- Roblox Corporation Class A (RBLX)
- Global-E Online Ltd. (GLBE)
Q: I'm thinking that there's probably not a better time to enter some stocks I don't hold but want to own, than during the turbulent September / October timeframe.
Are there any of the above you would stay away from at current prices due to (over)valuation, downside risk, potential implosion.
Unfortunately, I have previously owned stocks that have left a huge scar (Nortel, NIKO Resources, Poseidon Concepts, Concordia), and want to avoid a similar fate with current high flying stocks.
Thanks for your input
Are there any of the above you would stay away from at current prices due to (over)valuation, downside risk, potential implosion.
Unfortunately, I have previously owned stocks that have left a huge scar (Nortel, NIKO Resources, Poseidon Concepts, Concordia), and want to avoid a similar fate with current high flying stocks.
Thanks for your input
Q: Could I get your current assessment of this stock?
TIA
TIA
Q: I am chary of jumping in to a position on GLBE as I am a bit of a sucker for a good stock story. What are your thoughts on this stock’s prospects?