Q: Could you expand on your thesis for this company please as I am interested in starting a position especially with the March 10 pull back but it’s still trading high on a PE basis and wondering if all their expected growth is already priced in. Thank you.
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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: Can you please provide some thoughts on its recent softness. Other stocks like WSP and STN have held up relatively much better, during the current market setback. Stock price is now off over 20% + from its recent high of $84 and and continues to be in a downtrend. Is present valuation expensive, compared to its peers ?
We have a 2.5% holding with an ACB of $73. Do you see potential for recovery in the stock price or should we let it go ? Please support your view with reasons to hold or sell.
Thank You
We have a 2.5% holding with an ACB of $73. Do you see potential for recovery in the stock price or should we let it go ? Please support your view with reasons to hold or sell.
Thank You
Q: Hello
Would you please comment on this huge miss by VersaBank?
And whether one should just exit this name?
Thanks
Dave
Would you please comment on this huge miss by VersaBank?
And whether one should just exit this name?
Thanks
Dave
Q: Every broker has issues, and Interactive Brokers has many. Given they also charge a commission and there are now multiple choices among Canadian Brokers for zero commission, including a bonus for transferring, I’ve finally moved my acct. Also the founder of Interactive Brokers is a very wealthy Trump supporter, so there's that as well.
Could I get your thoughts on DUOL’s earnings? As well as company potential? Is the current share price drop more market related?
Could I get your thoughts on DUOL’s earnings? As well as company potential? Is the current share price drop more market related?
Q: Kxs traded higher on good volume on a day most everything else was down. After seeing the recent Earnings are you more comfortable holding this company? Also what is the current forward P/E ?
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Meta Platforms Inc. (META $670.91)
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NVIDIA Corporation (NVDA $202.06)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $105.07)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $184.53)
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TerraVest Industries Inc. (TVK $137.86)
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Docebo Inc. (DCBO $23.62)
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Propel Holdings Inc. (PRL $22.96)
Q: Any stocks dropping that you feel represent a good buying opportunity? Perhaps something being sold that is an ‘overreaction’ or will look like a good buy in a year or so from now? Thanks
Q: Can you give me your latest thought on Hammond .Currently down 25%.Your current conviction much appreciated. Thanks Larry
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $105.07)
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Constellation Software Inc. (CSU $2,663.43)
Q: Why the sudden sharp drop in GIB.A ? Tariff issues? Long term holder here with large position. Is it time to sell half and use proceeds to buy another large Canadian tech company such as CSU.
Q: Could you please tell us what happened to Defi today (Monday) at the open?
Q: If we liked Applovin at $515, shouldn’t we be lovin’ it at $315, especially after a likely-bogus short attack?
How do you like it here for a 3 year hold?
How do you like it here for a 3 year hold?
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Alphabet Inc. (GOOG $335.40)
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Intuitive Surgical Inc. (ISRG $465.60)
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Booking Holdings Inc. (BKNG $192.03)
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Constellation Software Inc. (CSU $2,663.43)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $184.53)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.71)
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Nvidia CDR (CAD Hedged) (NVDA $45.48)
Q: What are your top 6-7 growth stocks for Canadian and US markets and what makes each one worthy of making the list (moat, momentum, management etc)?
Q: Any reason why SHOP had declined much more than the overall market this week? I don't see any news. At what point might one add to position or is now not the time?
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Alphabet Inc. (GOOG $335.40)
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Intuitive Surgical Inc. (ISRG $465.60)
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NVIDIA Corporation (NVDA $202.06)
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Booking Holdings Inc. (BKNG $192.03)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $184.53)
Q: Hello 5i team, I am a young investor looking for the top 5 growth stocks you’d recommend for long term hold currently.
Thank you!
Thank you!
Q: Propel stock had, lately been doing well, hitting a high of $42, late January, after an analyst upgrade. Today, a month later, it has done full circle, back to $34.50, where, it was trading since October, 2024.
Is this just profit taking or a shadow of the big brother GSY ( just reported ), in your view, or something has changed ( Trump jitters ) ?
Do you still continue to expect excellent growth ( UK acquisition etc ) and would be comfortable adding after this pullback ?
Thank You
Is this just profit taking or a shadow of the big brother GSY ( just reported ), in your view, or something has changed ( Trump jitters ) ?
Do you still continue to expect excellent growth ( UK acquisition etc ) and would be comfortable adding after this pullback ?
Thank You
Q: Long term owner of KXS. Happy to be a patient long term investor as long as the investment thesis is not deteriorating. Are you seeing any signs in their numbers that KXS business is deteriorating or getting disrupted? Revenue growth, margins, new customers, any other metrics that you feel are relevant to the question.
Thanks.
Thanks.
Q: DEFI was trading around 10c little over a year ago. Is the 50x increase justified?
Interesting company, I am just wondering.
Peter
Interesting company, I am just wondering.
Peter
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Celestica Inc. (CLS $547.52)
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CrowdStrike Holdings Inc. (CRWD $433.15)
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Topicus.com Inc. (TOI $103.40)
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Applovin Corporation (APP $490.96)
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Nebius Group N.V. (NBIS $159.16)
Q: Hi,
Between these high growth names, which do you like best and how would you rank as best risk adjusted return to start a new position? Thanks!
Between these high growth names, which do you like best and how would you rank as best risk adjusted return to start a new position? Thanks!
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Amazon.com Inc. (AMZN $248.28)
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Intuitive Surgical Inc. (ISRG $465.60)
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NVIDIA Corporation (NVDA $202.06)
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Booking Holdings Inc. (BKNG $192.03)
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Sherwin-Williams Company (The) (SHW $343.93)
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Stryker Corporation (SYK $338.34)
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Meta CDR (CAD Hedged) (META $35.85)
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ASML Holding N.V. (ASML $1,476.50)
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Axon Enterprise Inc. (AXON $403.75)
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Uber Technologies Inc. (UBER $77.49)
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CrowdStrike Holdings Inc. (CRWD $433.15)
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Vertiv Holdings LLC Class A (VRT $314.41)
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Trane Technologies plc (TT $477.24)
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Flutter Entertainment Plc (FLUT $109.63)
Q: I am heavily tech weighted and am considering selling my entire position in NVDA and some CRWD as I have large gains in both. I would use the proceeds to buy positions in FLUT and SYK. I would still have position in AMZN, ASML, CRWD, GOOG, META, MSFT and VRT.
Any other suggestions?
Thank you.
Any other suggestions?
Thank you.
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iShares Biotechnology ETF (IBB $175.76)
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State Street SPDR S&P Biotech ETF (XBI $137.79)
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Natera Inc. (NTRA $207.74)
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ARK Genomic Revolution ETF (ARKG $31.24)
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Catalyst Pharmaceuticals Inc. (CPRX $26.07)
Q: It looks like biotech stocks are on a tear, especially those that may benefit from AI. Do you have any names that you might recommend? I'm considering the Arkg fund but I don't quite trust Cathy Woods after losing money on the Arkk fund in 2021. Thank you,
Jason
Jason
Q: For a buy today, which one, or both and why?
Thanks Again
Thanks Again