Q: SHOP has reacted quite harshly downwards to the Fed's expected reduction in 2025 rate cuts. SHOP has been hit much harder than most others. Can you comment on the Fed action and what impact it might have on SHOP? Can you detail why the FED expectation has spooked SHOP? Does it change the narrative and 5i's view on the company as among the top picks for growth?
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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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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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TerraVest Industries Inc. (TVK)
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Axon Enterprise Inc. (AXON)
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Nebius Group N.V. (NBIS)
Q: With the CAD losing ground to the USD, is it still worth converting Canadian dollars to buy US stocks? If yes, what would be your 5 top growth stocks for 2025?
Thanks
Thanks
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Microsoft Corporation (MSFT)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Unity Software Inc. (U)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Lumine Group Inc. (LMN)
Q: I have approximately $70k cash in my TFSA account that I would like to invest before the end of the year. I currently have the above stocks in my TFSA. My investments in Lightspeed and Unity have taken a big hit (70 to 80% loss) since purchasing these stocks. I understand that I cannot claim losses on investments in my TFSA account. Would you suggest selling off my investments in Lightspeed and Unity and reinvesting these funds? As noted above, I have cash in my TFSA to be invested. Please rank my current TFSA holdings for additional investment considering a 5 to 10 year hold. Thank you for your expertise and best wishes for the Holiday Season.
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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TerraVest Industries Inc. (TVK)
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Lumine Group Inc. (LMN)
Q: Could you share 2-3 ideas that have the potential to replicate the historical performance of CSU and why you believe in them, CDN or US, or both. Thanks
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Datadog Inc. (DDOG)
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SoFi Technologies Inc. (SOFI)
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IonQ Inc. (IONQ)
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Mobileye Global Inc. (MBLY)
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Rocket Lab USA Inc. (RKLB)
Q: Two part question:
You are often asked to suggest 5 companies for a TFSA or for growth and are consistent in suggesting names like CLBT, TVK and NBIS. My question today would be for you to introduce five high growth companies that you are watching but not recommending from the US market. Can you please list companies that excite you but have not yet been mentioned here?
As part two, can you state what you like about each company AND what you are watching for before actively recommending? Take 2 or 3 credits or whatever is needed to provide a comprehensive answer please.
You are often asked to suggest 5 companies for a TFSA or for growth and are consistent in suggesting names like CLBT, TVK and NBIS. My question today would be for you to introduce five high growth companies that you are watching but not recommending from the US market. Can you please list companies that excite you but have not yet been mentioned here?
As part two, can you state what you like about each company AND what you are watching for before actively recommending? Take 2 or 3 credits or whatever is needed to provide a comprehensive answer please.
Q: Hi there, I’m curious to know what you look for in a true compounder. What are the key metrics that catch your eye when analyzing a company and how they make use of their cash.
Q: Can you explain the financial position, valuation metrics and growth prospects of this gambling company?
I'm considering a small position after reading an article in The Economist about the massive growth of gambling in America
(https://www.economist.com/leaders/2024/12/05/americas-gambling-boom-should-be-celebrated-not-feared)
Is now a good time to buy the stock or would you wait for a pullback?
I'm considering a small position after reading an article in The Economist about the massive growth of gambling in America
(https://www.economist.com/leaders/2024/12/05/americas-gambling-boom-should-be-celebrated-not-feared)
Is now a good time to buy the stock or would you wait for a pullback?
Q: Can I have your thoughts on TVK's recently announced earnings. The stock at this point is down close to 10%. Were the earnings that bad or is this a buying opportunity? your overall assessment of the company would be appreciated. Thank You.
Q: Hi there. I was intrigued by the reply to a recent question which led to you providing a list of these six companies:
US: RSSS, BUKS, MCEM
Canada: HME, NCI, KUT
Can you please pick your 3 favourite regardless of country and provide a summary of why you think they hold potential as well as how each rank BOTH in terms of growth and risk with 1 being low risk/growth and 10 being high.
Thank you!
US: RSSS, BUKS, MCEM
Canada: HME, NCI, KUT
Can you please pick your 3 favourite regardless of country and provide a summary of why you think they hold potential as well as how each rank BOTH in terms of growth and risk with 1 being low risk/growth and 10 being high.
Thank you!
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TerraVest Industries Inc. (TVK)
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WELL Health Technologies Corp. (WELL)
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Vertiv Holdings LLC Class A (VRT)
Q: I am interested in increasing my position in Well, Terravest and Vertiv. Have the fundamentals changed in any way that would serve as a red flag affecting these stocks performance going forward. What would you consider buying at their current price or wait for a pullback.
Thanks
Dan
Thanks
Dan
Q: WHAT WOULD BE YOUR TOP 3 STOCKS CANADA AND TOP 3 IN THE US....THAT HAVE GOOD GROWTH POTENTIAL OVER THE NEXT 3-5 YEARS....BUT ARE NOT CURRENTLY RUNNING WITH HIGH P/E RATIOS....MAYBE OVERLOOKED OR UNDERVALUED.
I AM LOOKING AT A JAN-MARCH 2025 TIMEFRAME FOR BUYING.
THANK YOU FOR YOU VALUED INFORMATION.
I AM LOOKING AT A JAN-MARCH 2025 TIMEFRAME FOR BUYING.
THANK YOU FOR YOU VALUED INFORMATION.
Q: Hi Peter and Ryan, can I get your take on the above. Regards Anthony
Q: I owned CLS in 2000 and unfortunately in 2001 and rode the dot com bust all the way down. What is different, if anything, this time around? My 1/4 position is now a 1/2 position, thank you, but it has gone up too high too fast, and I have a long memory. At these levels is it a buy, hold, or sell? Or is it a keep your finger on the trigger, which is not my preferred buy and hold strategy. How will I know when the tide is turning or turned?
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Parkland Corporation (PKI)
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ATS Corporation (ATS)
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BRP Inc. Subordinate Voting Shares (DOO)
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Open Text Corporation (OTEX)
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iShares S&P/TSX SmallCap Index ETF (XCS)
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iShares Core S&P Small-Cap ETF (IJR)
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Boyd Group Services Inc. (BYD)
Q: Interesting comments in your latest Market Update about small caps. In addition to any potential upside in 2025, we are close to the possible annual January “bounce”. If you had to pick 5 (ranked) Canadian small caps to take advantage, which 5 equities would you lean towards? Also, is there an ideal ETF that would cover all the small cap basics? (2 questions)
On another note, long time member here who is extremely grateful for the outstanding service you provide. I’ve listened attentively, learned a lot, and have been blessed with some lucrative decisions, always guided by your sage wisdom. For that I offer a heartfelt thank you, and wish all at 5i a wonderful Christmas and another prosperous 2025!
Chris
On another note, long time member here who is extremely grateful for the outstanding service you provide. I’ve listened attentively, learned a lot, and have been blessed with some lucrative decisions, always guided by your sage wisdom. For that I offer a heartfelt thank you, and wish all at 5i a wonderful Christmas and another prosperous 2025!
Chris
Q: Hi - do you have any concerns about CGI's growth with US Gov't contracts once the Dept of Elon/Vivek starts to cut "costs"?
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Welltower Inc. (WELL)
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Dollarama Inc. (DOL)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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kneat.com inc. (KSI)
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Tennessee Valley Authority (TVE)
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Valhi Inc. (VHI)
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Propel Holdings Inc. (PRL)
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D2L Inc. Subordinate Voting Shares (DTOL)
Q: Can you recommend 5 new growth stocks for a TFSA. I have DOL, TVE, VHI and WELL. Would you keep these, given the high valuations of some of them.
Q: Good day, are there any microcaps, both on the US side and in Canada, that you find particularly interesting at the moment? If so, why?
Regards
Regards
Q: I’m trying to decide which company to add money to for my TFSA. GoEasy has had quite the pullback from being over $200 not too long ago, and is cheaper than Propel. Can you make a case for which one you would choose? Thank you
Q: Comparing a 5 year chart of GLXY to the price of Bitcoin, there is a noticable correlation it seems to me which on one hand makes perfect sense, on the other hand as the company matures and the space they are in is growing exponetially, I wonder why the stock isnt outperforming? I'm wrestling with " pigs get slaughtered" against "you dont get rich selling after a 100% gain".
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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Alimentation Couche-Tard Inc. (ATD)
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goeasy Ltd. (GSY)
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iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
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Propel Holdings Inc. (PRL)
Q: Please rank the following companies on growth for the following 1 year and 3 to 5 years span. I own all of them in taxable account some of them for 5 years+ and plan to start moving some into my TFSA. As you can notice I like your recommandations.
Thank you,
Yves
Thank you,
Yves