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5i Recent Questions
- Micron Technology Inc. (MU)
- Constellation Software Inc. (CSU)
- Axon Enterprise Inc. (AXON)
- IES Holdings Inc. (IESC)
- Parsons Corporation (PSN)
- CrowdStrike Holdings Inc. (CRWD)
Q: Happy New year 5i!
It's been an interesting start to the year, and I've been watching/reading things that seem to be leaning towards or preparing for a 'fearful' period. Thoughts on this? With deployable cash, would you be getting it in the market quickly, or not be in any rush?
That being said, AXON and CSU have all seemed to back up more significantly than they ever have, and CRWD as well with the exception of the update failure event. IESC, PSN, and MU as well trending lower.
I hold none of these and have some USD free for 2 half, or 1 full position. Would paying the FX to get CSU on sale be your top pick? of the ones mentioned, would you rank them in terms of expected growth over the next 1 - 5 years? please add a 3 or 4 more options in there as well if you have other top picks. Small caps are good too.
I currently hold GOOG NVDA AMZN MSFT POWL ISRG CLBT VRT on the US side.
I don't mind managing holdings in a shorter period of time if needed, but aim to find those long term compounders and let them continue to win.
Thanks for everything!
It's been an interesting start to the year, and I've been watching/reading things that seem to be leaning towards or preparing for a 'fearful' period. Thoughts on this? With deployable cash, would you be getting it in the market quickly, or not be in any rush?
That being said, AXON and CSU have all seemed to back up more significantly than they ever have, and CRWD as well with the exception of the update failure event. IESC, PSN, and MU as well trending lower.
I hold none of these and have some USD free for 2 half, or 1 full position. Would paying the FX to get CSU on sale be your top pick? of the ones mentioned, would you rank them in terms of expected growth over the next 1 - 5 years? please add a 3 or 4 more options in there as well if you have other top picks. Small caps are good too.
I currently hold GOOG NVDA AMZN MSFT POWL ISRG CLBT VRT on the US side.
I don't mind managing holdings in a shorter period of time if needed, but aim to find those long term compounders and let them continue to win.
Thanks for everything!
- Intuitive Surgical Inc. (ISRG)
- Celestica Inc. (CLS)
- Athabasca Oil Corporation (ATH)
- Crocs Inc. (CROX)
- Aspen Aerogels Inc. (ASPN)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- IES Holdings Inc. (IESC)
- Parsons Corporation (PSN)
- Docebo Inc. (DCBO)
- Shift4 Payments Inc. Class A (FOUR)
- Cellebrite DI Ltd. (CLBT)
- Westgold Resources Limited Ordinary shares (WGX)
- Nebius Group N.V. (NBIS)
Q: Can you please rank the above companies for capital appreciation over the next 2-3 years. No worries on Risk or Industry. Thanks again!
- Intuitive Surgical Inc. (ISRG)
- AeroVironment Inc. (AVAV)
- Crocs Inc. (CROX)
- Aspen Aerogels Inc. (ASPN)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- IES Holdings Inc. (IESC)
- Parsons Corporation (PSN)
- Vertiv Holdings LLC Class A (VRT)
- Shift4 Payments Inc. Class A (FOUR)
- Cellebrite DI Ltd. (CLBT)
- Propel Holdings Inc. (PRL)
- TransMedics Group Inc. (TMDX)
- Nebius Group N.V. (NBIS)
- UFP Technologies Inc. (UFPT)
Q: Hello Team,
My TFSA is currently not getting the returns I'm hoping for, can you please rank the above companies to purchase today in a TFSA account.
Also if you feel strongly about any other high growth stocks I'm missing pls include 2 or 3 additional ideas.
Thanks!
My TFSA is currently not getting the returns I'm hoping for, can you please rank the above companies to purchase today in a TFSA account.
Also if you feel strongly about any other high growth stocks I'm missing pls include 2 or 3 additional ideas.
Thanks!
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