Investment Q&A

Q: Which of Broadcom or Salesforce has the most potential for growth over the next two years?

Q: I've held this stock for while now and am wondering , what's up ? It went all the way up to $99 and is presently at $55.86. I'm still up 7% and not sure what to do ? Any news ? Should I sell or hang on ? Thanks.

Q: What is your opinion on this company at this time?

Q: Hi 5i - looking to please get some insight on CCS. Have held it for a while in a LIRA and make very decent returns. Noticing analysts are split 50-50 on a HOLD and SELL. Do you think it's time to take my winnings and reinvest? If so, do you have recommendations? Thanks as always.

Q: At today's current valuation and forward outlook which do you prefer? A short explanation would be great, plus how long do you thing these "picks and shovels" stocks have to go before spending slows down? Would you prefer the companies with the access to the "data" to be more of a longer term AI strategy? Thx.

Q: My niece is looking to enter the DIY investing world and move her TFSA over to an online self-directed account. Her advisor has her in these high fee accounts above. These look like funds for a retired person looking for income rather than for a 29 year looking to grow a TFSA with the goal to hopefully get a down payment for a condo some day. Could you please give some advice for a beginner investor, ETF's some Canadian and US equities to get her started. She's a bit nervous as all ne DIY investors are. Thank you

Q: There is an article that says this - [Toronto Star] Why it won't be long before you hear the 'pop' of the AI bubble bursting.....What metrics or other signs do I have to look to so that I can downsize my holding in AI related stocks???....thanks muchly....tom

Q: Good morning all; Could I get your assessment of Trex for 3-5 year hold. The products seem to have broad appeal; particularly in what will at some point become a growing build and reno (their primary customer) environment. The breadth of product offering is expanding annually. With $1B + and growing sales, an aggressive "sustainability" effort and decent margins this stock is intriguing after yesterday's 6% decline (not sure why it declined so much).

Q: Is commercial real estate at a sufficiently low valuation to make Lument (LFT:US) and its ilk desirable? Which of LFT's competitors look good in this space?
Thanks!
David

Q: What is your opinion of Advanced Drainage Systems in the Industrials space? How is the balance sheet/debt and do you see sustainably strong growth? Thanks!

Q: Thomson Reuters via LSEG Stock Report Plus (on the iTrade platform) gives LLY-N an Average Score of 4 out of 10. From my perspective, this is a low score given the momentum in the stock price of LLY-N. Any insights about this conundrum, at least in my mind?.....As it makes me wonder about continuing to hold a small position in LLY-N.....Thanks......Tom

Q: What are you thoughts on paylocity please, thanks.

Q: What are your top picks right now? Would you include recent laggards such as lulu, hps, doo or Pbh among them?

Q: I'm looking for a list of companies with a dividend yield 4% or higher who are able to support this dividend for the foreseeable future.

Q: What do you think the prognosis is for SEDG? I am trying to decide if I liquidate my now very small position or if you feel it has some recovery potential in the intermediate term? Do you anticipate the company will dilute shareholders? Thank-you.

Q: Hello wonderful 5i folks,

This is a follow up to a question asked by Connie on June 14th where your recommendation for an optimal distribution would be: 50% US, 35% Canada, 15% rest of world.

Can you please provide your best recommendations for the 15% rest of world with commentary around the suggestions?

Thank you as always!

Q: A couple of questions.
1. Do you believe we are in an AI bubble with all these high P/E ratios and continued media coverage of AI.
2, That said what would be your top 3 AI stock picks and top 3 AI ETF choices.

Thank you,
Richard

Q: pCELH seems to be in a good sub-category of consumer discretionary focussed on fitness, weight loss, and wellness.

They seem to have a good advertising and social media strategy: https://www.brandcredential.com/post/unveiling-the-celsius-marketing-strategy

The recent distribution deal with Pepsi-Co should bring new growth opportunities, and all financial metrics look great.

I was really interested in this company until I heard the Celsius management team speak to investors on a recent investor call (Everecore ISI). They did not sound very mature or well prepared.

Putting that aside, would you see any problem to own both monster, and Celsius since they are going after different demographics? Is Celsius the Lululemon of energy drinks - possibly minus the management team?

Q: Hello.

Would you please provide your top 10 investments for TFSA Accounts with a brief explanation - 5 Canadian and 5 USA without concern about diversity.
This is for a long term hold.
Thanks,
Catherine

Q: Any news for the drop today (24 june)?