Q: Comments on 2024 results please
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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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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOGL)
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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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Booking Holdings Inc. (BKNG)
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American Express Company (AXP)
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Boston Scientific Corporation (BSX)
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The Walt Disney Company (DIS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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MercadoLibre Inc. (MELI)
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The Trade Desk Inc. (TTD)
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Meta CDR (CAD Hedged) (META)
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Super Micro Computer Inc. (SMCI)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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CrowdStrike Holdings Inc. (CRWD)
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Celsius Holdings Inc. (CELH)
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Palantir Technologies Inc. (PLTR)
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Nu Holdings Ltd. Class A (NU)
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Nebius Group N.V. (NBIS)
Q: Hi There, I am trying to stear my portfolio decisions going into 2025, and looking for some of your feedback. I am 28 with 55k in myTFSA ( all after home purchase, so longer time horizon), I have about 5K of the 55K to invest, and the other 50K in the stocks below with their respective weightings of the 55K. I am trying to decide if I should add any other specific stocks or top up weightings to 2% on BSX / BKNG / ISRG / TSM / CELH / SMCI and add to CRWD, DIS, GOOGl, another 1.0%.
Are there any other stocks you would recommend to diversify this portfolio some more. Do you have any concerns with any holdings or their weightings?
Please deduct however many questions you feel necessary, I don't often ask Q's.
NVDA - 15%
SHOP - 10.7%
MELI - 9.8%
TTD - 9.2%
PLTR - 9.0%
MSFT - 7.6%
AMNZ - 7.6%
META - 4.1%
GOOGL - 3%
DIS - 2.5%
AXP - 2.45%
CRWD - 2%
NBIS - 2%
SMCI - 1.75%
NU - 1.64%
CELH - 1.54%
BSX - 1.12%
BKNG - 1%
ISRG - 0.7%
TSM - 0.7%
Thanks,
Dan
Are there any other stocks you would recommend to diversify this portfolio some more. Do you have any concerns with any holdings or their weightings?
Please deduct however many questions you feel necessary, I don't often ask Q's.
NVDA - 15%
SHOP - 10.7%
MELI - 9.8%
TTD - 9.2%
PLTR - 9.0%
MSFT - 7.6%
AMNZ - 7.6%
META - 4.1%
GOOGL - 3%
DIS - 2.5%
AXP - 2.45%
CRWD - 2%
NBIS - 2%
SMCI - 1.75%
NU - 1.64%
CELH - 1.54%
BSX - 1.12%
BKNG - 1%
ISRG - 0.7%
TSM - 0.7%
Thanks,
Dan
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Crocs Inc. (CROX)
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Aspen Aerogels Inc. (ASPN)
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Viking Therapeutics Inc. (VKTX)
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Nu Holdings Ltd. Class A (NU)
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TransMedics Group Inc. (TMDX)
Q: I currently own the following at a loss: ASPN, CROX, NU, TMDX, VKTX
You suggestions on which to:
1. Sell and look elsewhere for better opportunity
2. Sell and rebuy in 30 days
3. Add into current weakness
You suggestions on which to:
1. Sell and look elsewhere for better opportunity
2. Sell and rebuy in 30 days
3. Add into current weakness
Q: What are your thoughts on NU Holdings latest quarter? Other than revenue being slightly below estimates, things looked good. Does growth look to be intact and is the drop related to profit taking or is there something else here? Thanks
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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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NVIDIA Corporation (NVDA)
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Advanced Micro Devices Inc. (AMD)
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Novanta Inc. (NOVT)
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Axon Enterprise Inc. (AXON)
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e.l.f. Beauty Inc. (ELF)
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Synopsys Inc. (SNPS)
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Vertiv Holdings LLC Class A (VRT)
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Nu Holdings Ltd. Class A (NU)
Q: Sold 1/2 my portfolio (except CSU, TOI, LMN) at the end of August. First week into Sept and I'm looking smart. While I think it's still too early, when and how do I get back into market? Holdings (some sold out in August) include AMZN, META, NVDA, AMD, VRT, BN, SHOP, AXON, SNPS, NOVT, GOOG, NU, ELF.
Q: This Brazilian fintech/bank has not been performing well. I have a small position. Not sure if I should add or hold. It is hard to find good info on Stone since it is Brazilian . What is 5iresearch's opinion?
Q: Can you explain the large drop in stock price after the release of the third quarter results in mid November. It is hard to believe that this is just profit taking. Thanks Mike
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PayPal Holdings Inc. (PYPL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Nu Holdings Ltd. Class A (NU)
Q: Hello Peter
Any idea why Nu Bank holdings is surging as compared to NVEI, LSPD, PYPL etc. Is it because Warren Buffet owns shares in the company? Is it worth starting a position?
Any idea why Nu Bank holdings is surging as compared to NVEI, LSPD, PYPL etc. Is it because Warren Buffet owns shares in the company? Is it worth starting a position?
Q: What are your thoughts on investing in this company
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PayPal Holdings Inc. (PYPL)
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BRP Inc. Subordinate Voting Shares (DOO)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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WELL Health Technologies Corp. (WELL)
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Dye & Durham Limited (DND)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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Nuvei Corporation (NVEI)
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Nu Holdings Ltd. Class A (NU)
Q: Thanks for your guidance. As we come to end of the year I am looking to book tax loss as I am down substantial on several stocks, including some highly recommended by 5I. My question is in 2 parts
Of the above stocks which one you still have conviction and would recommend buying back after 30 days
Are there any stocks that may move substantially and is advisable to buy proxy or buy the same stock in family members name for the next 30 days
Thanks
Of the above stocks which one you still have conviction and would recommend buying back after 30 days
Are there any stocks that may move substantially and is advisable to buy proxy or buy the same stock in family members name for the next 30 days
Thanks
Q: Any thoughts?