Investment Q&A

Q: How would you rank the listed companies for new money today in a growth oriented portfolio?

Q: What are some companies that would meet the criteria of accelerating earnings earnings surprises broker upgrades increase trade volume that 5i discussed on July 7 I am thinking CLS Any others that come to mind? Thx

Q: Good morning, you appreciate your opinion on DGX. Thanks

Q: Hello,

Can I please get your opinion of BYRN. It reports Q results this coming week. Thanks

Dave

Q: Hi 5i, Would you buy (today) these stocks for a 3-5 years hold ? & in which order would you buy them, which ones would drop off this list.

thanks

Q: Does yesterdays deal between Coreweave and Core Scientific have any impact on the deal Coreweave has with GLXY do you guess? While your in guessing mode, any thoughts what GLXY is going to do with that warchest they just raised?

Q: WELL revised outlook upwards and market is reacting 'well' to the news. How significant is the revision? Where might the stock be 12 months from now?

Q: Hi 5i, please provide your thoughts on Well's press release today. How does it affect forward valuation for the year, I'm guessing it just got cheaper. Thx.

Q: CSU has grown too large a position in my portfolio, and I am very reluctantly (sadly even) forcing myself to sell a portion.

Along with some additional free capital, I am considering adding four new positions.

I am indifferent to industry, size or region. This is all about growth.

I am willing to hold for many years, but I want companies that are proven winners and very well-positioned to grow aggressively in the long term. Ideally, companies that are standouts in their industry.

How would you rank the above positions in terms of risk (1-10), short-term growth (1-10) and long-term growth (1-10)?

If you have additional suggestions not on my list that may be more suitable, please include them in your analysis.

Thanks for your outstanding service. I owe the bulk of my financial success to you and your team.

Subtract as many credits as needed.

Q: Hi All At 5i!!
What are your thoughts on Quanta Services?? Despite its high valuation, would you still initiate a small position?? Despite high valuations, some stocks still track upward. Would you consider this stock to be one of those? If not, at what price would you consider it a buy?

Cheers,
Tamara

Q: Terravest, Celestica, Lumine, Vitalhub, Hammond power solutions and several other stocks have already been discovered by the market, with their share prices reflecting that momentum over time. In your opinion, could you name 2-3 stocks US and CAN that are still under the radar and have strong potential to surge once they're discovered by the broader market? Thank you for your excellent service and insightful guidance.

Q: Hi 5i - Five years ago, you suggested that my son (now aged 31) invest his early career earnings in in NVDA, TTD, ROKU, DOCU, FLIR, TEAM, CRWD, KXS, SHOP, LSPD, GSY, DOO, BYD, REAL, DSG. He largely took your advice a few of your picks have skyrocketed. Most notably, the $2,500 USD he put into NVDA is now up almost 1,900%. At the five year mark, he is wondering if it's time to rebalance and sell some of this NVDA shares or if he should continue to hold. He worries that all good things must come to an end and would appreciate your input, since it served him so well in 2020. If you have any other suggestions of growth stocks (or particular picks from your Growth Model Portfolio) he would also be interested. Thanks.

Q: Of these three small caps would you own all three at 3 percent? In what order would you start buying? Do you see potential multi baggers?

Q: hi 5i, Are these two OK to buy today? for 3 years hold
thanks

Q: What would be your American and Ca. company for growth?

Q: Would you please (crystal ball required) provide me with 5 Canadian 5 USA stocks , any sector, to hold for the next 30 years, comes to mind stocks like MSFT JPM AMZN COST TSLA , the stocks I'm looking has potential for sustained growth, innovation, and resilience in the face of economic changes. Of course 30 years is a long time and anything can happen.
thank you

Q: Are there US stocks that fall under the buying opportunity for 3-5 years compared to a Long term hold ( > 5 years ). Or vice versa.

Can you please suggest 5 for each? Do you prefer US or CND equities these days, and why?

Thanks

Q: Can you analyze AVAV as a potential investment? Look at growth, moat, competitors and catalysts if you don't mind. The stock has had a good run but it seems to have potential with all of the new NATO spending that is projected. In addition, please suggest any other companies that you more strongly believe in as likely to benefit from military spending with an emphasis on smaller companies with higher risk, higher upside. Thanks and Happy Canada Day!

Q: What a Great pick by U at $4.895 on Sep 5/23.Noted trimmed twice to 6.5%,last on May24/25. On May 27 US offerinf of 29m shares including 4.85m of stock holders. Please advise closing price of above offering. Thinking of purchasing some in the market tomorrow.Please advise and comment.Txs for U usual great views and services

Q: Dear 5i
What would be your order of preference with the above listed stocks to purchase now based on expected earnings growth over the next 2-3 years ?
Thanks
Bill C