Q: Does this company appear to have any of the attributes of a LMN, TOI, or CSU? Do you foresee CTS copying their strategy of not offering further shares. Is it a good investment for a 5 year hold? Thanks
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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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Nutanix Inc. (NTNX $37.38)
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Super Micro Computer Inc. (SMCI $30.71)
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Crocs Inc. (CROX $96.65)
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Axon Enterprise Inc. (AXON $423.44)
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Vertiv Holdings LLC Class A (VRT $245.42)
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Celsius Holdings Inc. (CELH $49.22)
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Nextpower Inc. (NXT $116.99)
Q: Hi team,
In your reply to Ric this morning, you provided an interesting list of Canadian agressive growth stocks.
Could you provide a list of aggressive US growth stocks ?
Gratefully,
Jacques IDS
In your reply to Ric this morning, you provided an interesting list of Canadian agressive growth stocks.
Could you provide a list of aggressive US growth stocks ?
Gratefully,
Jacques IDS
Q: I try and invest in companies that have the potential to become long-term compounders and then hang on tight for many years. TIXT has pooped the bed, but going forward, do you think that TIXT is likely to become a long-term compounder? Is this the vision of their management?
Thanks.
Thanks.
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Amazon.com Inc. (AMZN $205.27)
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Alphabet Inc. (GOOG $311.69)
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Microsoft Corporation (MSFT $384.47)
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NVIDIA Corporation (NVDA $191.55)
Q: I currently own NVDA and have enough funds to add only 2 , which 2 would you add today of MSFT, GOOG or AMZN ?
Thanks
Thanks
Q: Would you be in favor of selling SYZ for LMN? This is for a RRSP and will be for a long term hold.
Thanks
Thanks
Q: CSU market cap has grown from 55 Billion to 75 Billion over the past three months. Have the companies fundamentals improved enough to justify a 20 billion increase? This would imply transformational developments. This move seems excessive to me and I am trying to understand what is behind it.
Thanks.
Thanks.
Q: Curious what you currently think of UBER. They apparently are starting to generate real profits and competition seems to be somewhat weakening. Looking at a small 100 share position. Thank you very much.
Q: Can you please give an update on COIN, especially in light of the new spot BTC etfs that are now available.
Coinbase charges 2.5% transaction fees, a business that will surely suffer now that there are ways to participate in BTC for 20 basis points. From what I rave read, COIN, as the custodian for several of these ETFs will be paid 5 basis points for AUM.
That’s 245 basis points lower than what they are make on their trading fees.
What is your outlook on this company? Is there any compelling reason to hold it? Please give your bull and bear case.
Thank you.
Coinbase charges 2.5% transaction fees, a business that will surely suffer now that there are ways to participate in BTC for 20 basis points. From what I rave read, COIN, as the custodian for several of these ETFs will be paid 5 basis points for AUM.
That’s 245 basis points lower than what they are make on their trading fees.
What is your outlook on this company? Is there any compelling reason to hold it? Please give your bull and bear case.
Thank you.
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Amazon.com Inc. (AMZN $205.27)
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Atlassian Corporation (TEAM $68.81)
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MKS Inc. (MKSI $253.71)
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Etsy Inc. (ETSY $52.37)
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ASGN Incorporated (ASGN $40.94)
Q: Please rate these companies from best to worse. Are there any that you would add to? Are any outright sells?
Q: I had been waiting for LMN to go down a bit before I purchased however that's not happening. Is $30 too much to pay if I'm looking at a 3-5 year holding period?
Q: Considering portfolio weights are personal, how high of a weight would YOU be comfortable holding CRWD?
Q: Would you own both, or which one is the best value and with maybe less risk?
Thanks again
Thanks again
Q: Now that Shopify is hitting new fifty-two week highs, do you expect it to keep going up for a while or just consolidate at some point, thanks?
Q: Hi 5i Team Could you tell me what is driving Meta? I have a small position in it and was planning on trading it for MSFT but it seems to be performing better recently. Do you think the trade is a good move or should I hang on to META.
TIA
TIA
Q: Everyone, LMN is on the Vancouver exchange. When would LMN want to be on the TSE and additional on the Nasdaq? Clayton
Q: Hi can you please provide an updated opinion on KVYO now that the ipo sizzle has subsided a bit? I'm intrigued that Shopify invested heavily in it.
Q: On a PE basis, the stock looks reasonably priced. On a P/B or P/S, it looks overvalued. What would you used as the best metrics to value a company in the semi space?
Also, could you add ARM Holdings to your company profiles?
TIA
Also, could you add ARM Holdings to your company profiles?
TIA
Q: What is the outlook for AMKR in 2024. Also, what is the street consensus. I would very much appreciate your out look for this company in 2024-25, and would you by at this price. Thank you very much for your great service.
Earl
Earl
Q: In my mind, AI was a threat to DUOL since I thought it would lower the bar considerably for people to use the open source to create a language conversion program. But I've seen many like 5i and other growth investors really like their runway. It's there any merit to my concern, or is AI in fact increasing their moat or enhancing their first-mover advantage?
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Vertiv Holdings LLC Class A (VRT $245.42)
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Celsius Holdings Inc. (CELH $49.22)
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Palantir Technologies Inc. (PLTR $130.60)
Q: Given that you chose 4 Canadian companies in response to my earlier question, as a follow up question, would you kindly pick 4 US stocks that you believe could increase in value by 1000% over the next 10 years. Each must have a current market cap of at least $750M. Please provide a short reason for selecting each stock. Thank you.