Q: Astera Labs has been running nicely. Your thoughts on the near term, take profits or let it run?
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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: Hi,
MDA - down 25% today, good buying opportunity? What price for a new position?
NBIS - nice contract with MSFT, will gap up big tomorrow. Looking to add to current position. What price would you look to add more or wait for a pullback?
Thanks!
MDA - down 25% today, good buying opportunity? What price for a new position?
NBIS - nice contract with MSFT, will gap up big tomorrow. Looking to add to current position. What price would you look to add more or wait for a pullback?
Thanks!
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NVIDIA Corporation (NVDA $178.88)
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Vertiv Holdings LLC Class A (VRT $159.83)
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Nebius Group N.V. (NBIS $83.26)
Q: If I am not wrong, you used in the past to tell good things about this company but since months it has completely disappeared from your considerations, mentions or recommendations. Have you changed your mind about this enterprise.? May I know your updated opinion and appreciation? Is it yet a good stock to keep in a range of 3 to 5 years?
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Broadcom Inc. (AVGO $340.20)
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Alphabet Inc. (GOOG $299.65)
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Intuitive Surgical Inc. (ISRG $561.61)
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Microsoft Corporation (MSFT $472.12)
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NVIDIA Corporation (NVDA $178.88)
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JPMorgan Chase & Co. (JPM $298.02)
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RTX Corporation (RTX $169.68)
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Applovin Corporation (APP $520.26)
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Nebius Group N.V. (NBIS $83.26)
Q: Hey everyone, I have a nice amount in my TFSA account. What I’m trying to do is grow the account over time, let’s say a 25yr time period as I don’t need the money. With your crystal ball in hand and a mindset of holding forever what twenty companies would you buy today? Companies can be anywhere in the world and be in any sector but they need to trade on a North American exchange. Appreciate you playing along.
Q: Applovin just got admitted to the s&p500. I’m assuming this must be very good for the shares over the next year as all of the index trackers have to start buying it. Will it also remove some of the volatility in the share price? What other effects do you see from this index inclusion.
Q: CIRCLE Group CRCL has declined significantly from its highs. Do you think it's a buying opportunity at current prices? Would you consider it a viable long-term investment? I'd appreciate your analysis. Thank you.
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Kraken Robotics Inc. (PNG $5.36)
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Vitalhub Corp. (VHI $8.92)
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WELL Health Technologies Corp. (WELL $3.91)
Q: Hello 5i,
I am looking to start a small position in one of the above. Please rank them from your most to least favorite with a brief explanation.
Thanks
I am looking to start a small position in one of the above. Please rank them from your most to least favorite with a brief explanation.
Thanks
Q: CL has bounced quite nicely in the last few weeks. Still ok at this price? Where do you see this going, realizing its only an educated guess?
Thanks, Mike
Thanks, Mike
Q: Time to move on. What is a suitable replacement in a well diversified portfolio outside materials? Dividend rate not an issue.
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Kraken Robotics Inc. (PNG $5.36)
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Zedcor Inc. (ZDC $5.86)
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Axon Enterprise Inc. (AXON $521.99)
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Celestica Inc. (CLS $280.06)
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Commvault Systems Inc. (CVLT $119.76)
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Nebius Group N.V. (NBIS $83.26)
Q: Can you share where CVLT stacks up with some of the growth names more widely discussed here? Where would it rank as an investment compared to NBIS, PNG, ZDC, AXON, CLBT and CLS? Perhaps rank from highest to lowest conviction if not too much trouble. Is it a good entry point today or would you wait to see something specific before initiating a position?
Q: Could you please provide a summary of what this companies does and if you would be comfortable buying?
P.S. The profile page for it on 5i seems to not be setup right.
P.S. The profile page for it on 5i seems to not be setup right.
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Rio2 Limited (RIO $2.16)
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G Mining Ventures Corp. (GMIN $27.78)
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Aris Mining Corporation (ARIS $16.41)
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Snowline Gold Corp. (SGD)
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Allied Gold Corporation (AAUC $22.82)
Q: Which 5 small cap Gold stocks would you recommend in order of preference?
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NTG Clarity Networks Inc. (NCI $1.22)
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Biorem Inc. (BRM $2.25)
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Tantalus Systems Holding Inc. (GRID $3.92)
Q: please indicate buy .hold or sell on them and why. I also have zdc, png, ksi, aidx and mcb. thanks
Q: Hi 5i
Current thoughts on PRL? Your report was done March 2024 and it has almost doubled. Update soon?
Current thoughts on PRL? Your report was done March 2024 and it has almost doubled. Update soon?
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Procter & Gamble Company (The) (PG $150.92)
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UnitedHealth Group Incorporated (DE) (UNH $319.97)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $208.28)
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Cloudflare Inc. Class A (NET $186.38)
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Topicus.com Inc. (TOI $127.60)
Q: Hi, I am looking to build a diversified portfolio across various sectors and am considering adding these for consumer/healthcare/technology. Are these good picks, or would you advise against any of them, and in which order would you purchase? Thanks!
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Amphenol Corporation (APH $131.60)
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Wheaton Precious Metals Corp. (WPM $139.91)
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SSR Mining Inc. (SSRM $28.42)
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Dave Inc. (DAVE $194.68)
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Celsius Holdings Inc. (CELH $38.99)
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DLocal Limited (DLO $12.64)
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IREN Limited (IREN $42.26)
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Astera Labs Inc. (ALAB $141.80)
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Nebius Group N.V. (NBIS $83.26)
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Sezzle Inc. (SEZL $54.44)
Q: Can you identify 10 US or CAN companies, currently profitable or approaching profitability, that you project will achieve a compound annual sales growth of at least 20% over the next decade?
Q: I have earmarked about 2% of my portfolio to invest in a new position, and I am primarily seeking growth for this particular investment. I am looking at NBIS, PNG and ZDC as candidates. My portfolio is fairly diversified, so for the purpose of this query, sector exposure need not be a metric upon which these companies should be compared. I have read the recent posts in the question forum on each company, and comments on each one have been favourable. Could you provide a ranking of these companies, and if one needed to be chosen, which one would it be? As always, I appreciate the insight you provide: thanks so much, and I look forward to your response.
Q: What would your top ~5 recommendations be to build an RESP with an 10-15 year horizon.
Had to sell all positions to live the account and have a good pile of free cash currently to redeploy. Not dissatisfied with prior holdings but creates a moment to consider best options currently
Had to sell all positions to live the account and have a good pile of free cash currently to redeploy. Not dissatisfied with prior holdings but creates a moment to consider best options currently
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Alphabet Inc. (GOOG $299.65)
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Intuitive Surgical Inc. (ISRG $561.61)
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NVIDIA Corporation (NVDA $178.88)
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RTX Corporation (RTX $169.68)
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Applovin Corporation (APP $520.26)
Q: Hi there!
What would be, in your opinion, your top 5 high-conviction growth stocks in the Canadian market — and in the U.S. market — for the next 10 years, ranked in order?
Thank you very much in advance!
Best regards,
Jacques IDS
What would be, in your opinion, your top 5 high-conviction growth stocks in the Canadian market — and in the U.S. market — for the next 10 years, ranked in order?
Thank you very much in advance!
Best regards,
Jacques IDS
Q: What is your opinion on Celius's having Pepsi up it's stake to 11% and selling the Rock star energy for USA and Canada to them? I have been a fairly long time holder and just wondering if these new developments are going to be great for future valuation in your opinion possibly?