Q: I've owned GLXY for a while. The last time Bitcoin was at the $50K level, GLXY was significantly higher (roughly $26-27). Any reasons why there is such a difference in the performance given where bitcoin is today? Given the halving is occuring in April, which is typically positive for the price of bitcoin, I would have expected a higher SP. Perhaps there's a catchup trade in the future?
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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: Today would you pick Amazon or Uber for greater growth over the next year?
Thank you.
David
Thank you.
David
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Eli Lilly and Company (LLY)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Docebo Inc. (DCBO)
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Lumine Group Inc. (LMN)
Q: Hi Team,
I was debating if it was time to trim some NVDA after the big gains the stock has had over the past while. Do you have any quality growth names that would you suggest buying with the funds if I do decide to trim at this point? From my end I was thinking of HPS.A...would this be advisable? Or perhaps ISRG. Your opinion would be greatly appreciated.
Thanks,
Shane.
I was debating if it was time to trim some NVDA after the big gains the stock has had over the past while. Do you have any quality growth names that would you suggest buying with the funds if I do decide to trim at this point? From my end I was thinking of HPS.A...would this be advisable? Or perhaps ISRG. Your opinion would be greatly appreciated.
Thanks,
Shane.
Q: Could you please compare and contrast NOW and SPSC?? Would you consider both of them a buy, for a 3-5 year hold? Thanks.
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Atlassian Corporation (TEAM)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Pinterest Inc. Class A (PINS)
Q: Hello 5i!
What is your is your take on PINS, TEAM and LSPD? Would you be buyer? How would you rank them?
All 3 had good earnings beating estimates but put in dog house for lower projections than anticipated.
Thank you
What is your is your take on PINS, TEAM and LSPD? Would you be buyer? How would you rank them?
All 3 had good earnings beating estimates but put in dog house for lower projections than anticipated.
Thank you
Q: What you interpret or put value on 1 year target price on yahoo finance. example -
VRT at 63 and 1 year target price is 53
DDOG at 135 and target is 129
AXON at 270 and target 258.
Does this mean these have reached at prices as expected by analyst and as such not much upside (until analyst revise prices)? Don't have position in these. Is it too late to start. Thanks
VRT at 63 and 1 year target price is 53
DDOG at 135 and target is 129
AXON at 270 and target 258.
Does this mean these have reached at prices as expected by analyst and as such not much upside (until analyst revise prices)? Don't have position in these. Is it too late to start. Thanks
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Restaurant Brands International Inc. (QSR)
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WSP Global Inc. (WSP)
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Toromont Industries Ltd. (TIH)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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BRP Inc. Subordinate Voting Shares (DOO)
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North West Company Inc. (The) (NWC)
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Premium Brands Holdings Corporation (PBH)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: Hello, can you suggest 5 consumer stocks and 5 industrial stocks, either in Canada and US, with a brief reason for each suggestion. I am trying to re-balance my portfolio and I am overweight in tech right now. Thanks!
Q: Also may again have your thoughts on Cava
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Exco Technologies Limited (XTC)
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Dynacor Group Inc. (DNG)
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Wall Financial Corporation (WFC)
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Olympia Financial Group Inc. (OLY)
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Decisive Dividend Corporation (DE)
Q: Can I ask you to do a “mental screen” for a few mid-cap Cdn companies that pay over a 3% dividend while having the potential for above average growth in the medium to longer term? Please omit SIS, PBH, EIF and NWC (already owned) and leave out anything in the energy sector. I’m assuming not much in the small cap space would meet the div. criteria and not much in the large cap space meets the growth criteria, but if you think anything there is compelling please include as well. Thank you.
Q: With today's jump in ARM and current valuation, would you suggest selling and buying back when things settle ? I was tempted to sell when it hit $120+, but did not...
- I love many facts about the company and thought buying at $78 was expensive, but realistically what are the 5i Crystal ball suggestions and recommendations ...
Happy Spring in February!
Thanks
- I love many facts about the company and thought buying at $78 was expensive, but realistically what are the 5i Crystal ball suggestions and recommendations ...
Happy Spring in February!
Thanks
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Costco Wholesale Corporation (COST)
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Constellation Software Inc. (CSU)
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Vertiv Holdings LLC Class A (VRT)
Q: I'm a fairly unsophisticated investor so your advice has been well worth the price.
I am trying to understand the metrics to better value a company.
The price of some companies like Costco and CSU has soared, but you have mentioned such rises not being a bubble if other metrics like P/E ratio are in line with that. Is that the case for these two companies or are they now over-priced?
Also, you seem to be recommending VRT but the P/E ration on that is around 90. That seems very high.
I am trying to understand the metrics to better value a company.
The price of some companies like Costco and CSU has soared, but you have mentioned such rises not being a bubble if other metrics like P/E ratio are in line with that. Is that the case for these two companies or are they now over-priced?
Also, you seem to be recommending VRT but the P/E ration on that is around 90. That seems very high.
Q: Hi Folks,
I am looking to add one more stock in my non-registered account. I have chosen either UBER or NVDA. May I have your opinion as to which one you feel would be best to buy today - for growth.
Thanks
I am looking to add one more stock in my non-registered account. I have chosen either UBER or NVDA. May I have your opinion as to which one you feel would be best to buy today - for growth.
Thanks
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Axon Enterprise Inc. (AXON)
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Powell Industries Inc. (POWL)
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Vertiv Holdings LLC Class A (VRT)
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Palantir Technologies Inc. (PLTR)
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Nextracker Inc. (NXT)
Q: I’m currently a momentum/swing trader, but running out of names to hop on with everything up. Can you provide 5 US growth names that you might enter based on their current momentum? Either a bounce or continued rise in the next month?
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Amazon.com Inc. (AMZN)
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Crocs Inc. (CROX)
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CrowdStrike Holdings Inc. (CRWD)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
Q: I hold a U.S.$ portfolio of 9 stocks geared to growth - all of which are doing well, in large measure to 5i questions/answers/ comments/suggestions. Thank you for providing such a beneficial service. I have just lightened up on Crowd and would like to add the proceeds to one of the other existing stocks that are at lower percentage holdings (CELH @ 1% , CROX @ 1.5%, Amazon @ 2.2%) . Your thoughts would be appreciated.
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Canadian National Railway Company (CNR)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Celestica Inc. (CLS)
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iShares Russell 2000 Growth ETF (IWO)
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Vanguard S&P 500 Index ETF (VFV)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Vanguard Dividend Appreciation FTF (VIG)
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Vertiv Holdings LLC Class A (VRT)
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Duolingo Inc. (DUOL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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ISHARES TRUST (IJT)
Q: I recently retired and looking to place some of my savings into the market with a 5 year horizon at which time I will re-evaluate. Will tolerate a moderate to light risk. Could you please recommend 3 or 4 stocks or etf’s for my TFSA and 5-6 stocks for growth. Appreciate all your efforts. Thank you. Brian
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Booking Holdings Inc. (BKNG)
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Copart Inc. (CPRT)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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CrowdStrike Holdings Inc. (CRWD)
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Celsius Holdings Inc. (CELH)
Q: Hi,
Would you add to these names currently for a long term hold? Especially CRWD, AXON, CPRT, and BKNG, near or breaking out to new highs. Considering their valuations, growth, etc.. what order would you add and how much conviction (1-10) do you have for each name? Thanks!
Would you add to these names currently for a long term hold? Especially CRWD, AXON, CPRT, and BKNG, near or breaking out to new highs. Considering their valuations, growth, etc.. what order would you add and how much conviction (1-10) do you have for each name? Thanks!
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NVIDIA Corporation (NVDA)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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WELL Health Technologies Corp. (WELL)
Q: Which of these three stocks have the best potential for growth over the next year or two, disregarding any risks etc. I do realize it's a short time horizon, thanks?
Q: I hold LMN and CSU and need to trim back LMN. It's been great but now at 6% I think its prudent to reduce to 3 or 4%. Looking for suggestions of what to do with the proceeds. Thanks John
Q: Hi Folks,
I am looking to start a High Growth Portfolio - can you give me 5 Cdn and 5 US names, regardless of sector, that you feel will have the highest growth a year from now.
Thanks
I am looking to start a High Growth Portfolio - can you give me 5 Cdn and 5 US names, regardless of sector, that you feel will have the highest growth a year from now.
Thanks
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Roper Technologies Inc. (ROP)
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United Rentals Inc. (URI)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Transdigm Group Incorporated (TDG)
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Axon Enterprise Inc. (AXON)
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Heico Corporation (HEI)
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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)
Q: I hold ROP HEI WSP ATS TFII AXON VRT in the industrial sector. 5i has also recommended TT TDG RTX and URI. I would like to sort out which could be sold [in whole or in part] and which could be added to. For a long-term hold, which could go and which would you advise to be the core for this sector.
Thanks
Thanks