Q: Wondering if you have any updated thoughts on CRDO after its recent bounce - still worth buying? What do anticipate for future returns?
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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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Alphabet Inc. (GOOG $386.77)
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Micron Technology Inc. (MU $795.33)
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NVIDIA Corporation (NVDA $219.44)
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Teradyne Inc. (TER $366.64)
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Nebius Group N.V. (NBIS $186.10)
Q: What are your top 5 US and CDN large cap names today?
Thanks
Tim
Thanks
Tim
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5N Plus Inc. (VNP $38.54)
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CECO Environmental Corp. (CECO $81.50)
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EnerSys (ENS $236.82)
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HIVE Digital Technologies Ltd (HIVE $3.01)
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Cellebrite DI Ltd. (CLBT $13.05)
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Galaxy Digital Inc. (GLXY $31.68)
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Ouster Inc. (OUST $26.80)
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Firefly Aerospace Inc. (FLY $38.24)
Q: Understanding the difference between these. What order would rank these as adds to a diversified portfolio. > 5 yr hold.
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EnerSys (ENS $236.82)
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Ondas Inc (ONDS $9.42)
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TransMedics Group Inc. (TMDX $64.30)
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Ouster Inc. (OUST $26.80)
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Firefly Aerospace Inc. (FLY $38.24)
Q: A number of Small/Mid cap stocks have done very well over the last few weeks while a number have been hit hard and pulled back significantly.
What would be your top 5 Small/Mid cap US and CDN names currently? Could you also indicate the order that you would purchase?
Thanks
Tim
What would be your top 5 Small/Mid cap US and CDN names currently? Could you also indicate the order that you would purchase?
Thanks
Tim
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Constellation Software Inc. (CSU $2,414.31)
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TMX Group Limited (X $53.95)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $140.28)
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Aritzia Inc. Subordinate Voting Shares (ATZ $145.25)
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Kraken Robotics Inc. (PNG $6.94)
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MDA Space Ltd. (MDA $51.17)
Q: First, want to thank you for the service provided over the years. I recently reached a financial milestone (another 0 at the end of the net worth statement at age 33) and 5i played a massive part. Biggest elements were the great stock picks (obviously) which allowed me to outperform the market quite a bit, as well as the reassurance to stay long when the market has a fit.
My question is can you provide a list of top picks for long term growth that are less associated with AI. I'm heavy in AI, want to stay overweight, however would like to slowly diversify a bit over time. Open to a mix of risk levels.
My question is can you provide a list of top picks for long term growth that are less associated with AI. I'm heavy in AI, want to stay overweight, however would like to slowly diversify a bit over time. Open to a mix of risk levels.
Q: On the off chance a 100 others don’t ask, looking for an updated opinion on DRX after earnings miss. Still making money.
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Amazon.com Inc. (AMZN $268.99)
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Alphabet Inc. (GOOG $386.77)
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NVIDIA Corporation (NVDA $219.44)
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Celestica Inc. (CLS $521.99)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $140.28)
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5N Plus Inc. (VNP $38.54)
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EQB Inc. (EQB $117.82)
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Kraken Robotics Inc. (PNG $6.94)
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Palo Alto Networks Inc. (PANW $213.66)
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HIVE Digital Technologies Ltd. (HIVE $4.10)
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CrowdStrike Holdings Inc. (CRWD $542.26)
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SoFi Technologies Inc. (SOFI $16.26)
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Robinhood Markets Inc. (HOOD $80.78)
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Nebius Group N.V. (NBIS $186.10)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $89.84)
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CoreWeave Inc. (CRWV $114.70)
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Galaxy Digital Inc. (GLXY $31.68)
Q: One of the members mentioned feeling bad that he had missed the boat on the rising tide. I am also in that boat. I had planned to buy something but kept putting it off. That being said, are there still some bargains around? I am thinking of the usually favoured stocks such as Shop, Google, CSU etc.
Thanks for the greatest service
Thanks for the greatest service
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Element Fleet Management Corp. (EFN $26.85)
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EQB Inc. (EQB $117.82)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $328.95)
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Electrovaya Inc. (ELVA $15.36)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $89.84)
Q: My recent answer for additions to my tfsa was to add the following firms: VNP, CLS,PNG, BN, & SHOP.
My question when written listed the above holdings as currently owned.
Could I have 4-5 other firms please?
Thank you David
My question when written listed the above holdings as currently owned.
Could I have 4-5 other firms please?
Thank you David
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Alphabet Inc. (GOOG $386.77)
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Teradyne Inc. (TER $366.64)
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Nebius Group N.V. (NBIS $186.10)
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Firefly Aerospace Inc. (FLY $38.24)
Q: Can you please suggest 5 names (Canada or US) that, regardless of size or sector, you have a high conviction that an investor will really, really wish they had bought or added to at today’s price looking back 5 years from now?
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $54.08)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.32)
Q: Recently sold GSY and have trimmed winners back in my TFSA.
I'm looking for 4-5 Cdn growth/ momentum names. Cash on Hand $47.5k.
Thank you
David
I'm looking for 4-5 Cdn growth/ momentum names. Cash on Hand $47.5k.
Thank you
David
Q: Please comment on Bldp.Buy,Hold or Sell.Txs for u usual great services & views
Q: For aTFSA I coud add to DOL or start a new position inTVK. What would you choose for a long term hold? Thank you,
Gary
Gary
Q: PNG released results this morning. Looks good but not sure if good enough to sustain its strong price movement. Your comments after the call would be helpful. How do you see things progressing price-wise over the next 6-12 months? Still looking like a top performer?
Q: Thoughts on the quarter please, if not already asked.
A prior question on the Q expectations you had indicated...'Revenue expectations are $39.36 mln for the quarter'..... but it looks like the 'Consolidated revenue for the quarter was flat at $28.4 million.'
Is this a concern? Or is there a difference between 'consolidated' and 'revenue'?
The forward guidance without the new acquisition looks good and probably even better with the acquisition (to be announced post completed acquisition).
Do you see any obstacles with the potential acquisition, ie anything that might prevent it?
I have owned the stock since about 18-24 months...and I thank-you for the suggestion!!!
cheers,
Steve
A prior question on the Q expectations you had indicated...'Revenue expectations are $39.36 mln for the quarter'..... but it looks like the 'Consolidated revenue for the quarter was flat at $28.4 million.'
Is this a concern? Or is there a difference between 'consolidated' and 'revenue'?
The forward guidance without the new acquisition looks good and probably even better with the acquisition (to be announced post completed acquisition).
Do you see any obstacles with the potential acquisition, ie anything that might prevent it?
I have owned the stock since about 18-24 months...and I thank-you for the suggestion!!!
cheers,
Steve
Q: I appreciate your guidance, and I don’t reach out often, so thank you in advance for your time. For a retired investor with a reasonably safe and conservative RRIF—who also does some consulting and has accumulated some extra cash—could you recommend two stocks with strong potential to double within the next year?
I understand that opportunities with this level of upside are inherently volatile and could decline 50–75%, but I’m comfortable with that risk for a small portion of my portfolio. It still feels like a better bet than buying hundreds of lottery tickets.
I’d appreciate a brief explanation of the rationale behind your two selections.
I understand that opportunities with this level of upside are inherently volatile and could decline 50–75%, but I’m comfortable with that risk for a small portion of my portfolio. It still feels like a better bet than buying hundreds of lottery tickets.
I’d appreciate a brief explanation of the rationale behind your two selections.
Q: Really enjoyed Chris White's inaugural appearance on BNN Market Call. Chris mentioned something along the lines that high beta stocks tend to have higher compounding (better returns even with above-market PE ratios). If this is indeed true (generally speaking), can you explain why this would be the case (the logic or math underlying this thesis)? Or, if I misunderstood what was said, please correct me/explain.
Ted
Ted
Q: Would you recommend to buy these in a cash account? Although the dividend is low, there is the Dividend Tax Credit.
I'm not sure what the growth expectations are for stock price. What's your prediction?
I'm not sure what the growth expectations are for stock price. What's your prediction?
Q: What are your thoughts on Hut 8? The company and the investment potential of the stock.
Q: What are your expectations for this company? What would be a good entry point?
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Cameco Corporation (CCO $164.54)
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AeroVironment Inc. (AVAV $166.45)
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5N Plus Inc. (VNP $38.54)
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Arista Networks Inc. (ANET $136.43)
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Neo Performance Materials Inc. (NEO $29.64)
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Vertiv Holdings LLC Class A (VRT $367.92)
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Ondas Inc (ONDS $9.42)
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MDA Space Ltd. (MDA $51.17)
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Telesat Corporation Common and Variable Voting Shares (TSAT $75.34)
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CoreWeave Inc. (CRWV $114.70)
Q: Good morning 5i,
Enjoyed the BNN segment as always.
Which current US stocks are in the midst of hot momentum with room to carry. Such as NBIS. Ones preferable with reasonable balance sheets and worth holding on a fundamental basis. Add to my momentum portion of my portfolio.
Thank you.
Enjoyed the BNN segment as always.
Which current US stocks are in the midst of hot momentum with room to carry. Such as NBIS. Ones preferable with reasonable balance sheets and worth holding on a fundamental basis. Add to my momentum portion of my portfolio.
Thank you.