Q: Please recommend three positions that should have strong growth in the coming years due to the semiconductor shortage. Feel free to include an ETF if it is a competitive option. Thanks as always!
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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: Do you feel these 2 companies have a good path to long term growth? Is it a good time to initiate a position in either?
- Ichor Holdings (ICHR)
- MEDIFAST INC (MED)
- Redfin Corporation (RDFN)
- Schrodinger Inc. (SDGR)
- Simulations Plus Inc. (SLP)
- GAN Limited (GAN)
- Celsius Holdings Inc. (CELH)
- Magnite Inc. (MGNI)
- Mitek Systems Inc. (MITK)
Q: I have decided to exit all large cap stocks and move down the market cap range.
Please list your 5 most compelling US small caps for an agressive investor, irrespective of sector.
These would be to complement my current small cap holdings. If you feel any of the below holdings can be added to, please advise.
CELH
GAN
ICAD
ICHR
MGNI
MED
MITK
RDFN
SDGR
Thank you for your excellent service. I have made a small fortune with 5i
Please list your 5 most compelling US small caps for an agressive investor, irrespective of sector.
These would be to complement my current small cap holdings. If you feel any of the below holdings can be added to, please advise.
CELH
GAN
ICAD
ICHR
MGNI
MED
MITK
RDFN
SDGR
Thank you for your excellent service. I have made a small fortune with 5i
- Largo Inc. (LGO)
- Photon Control Inc. (PHO)
- Questor Technology Inc. (QST)
- Strathcona Resources Ltd. (SCR)
- Ichor Holdings (ICHR)
- Xebec Adsorption Inc. (XBC)
- WELL Health Technologies Corp. (WELL)
- Enthusiast Gaming Holdings Inc. (EGLX)
- MEDIFAST INC (MED)
- Tronox Holdings plc (UK) (TROX)
- Karora Resources Inc. (KRR)
- Celsius Holdings Inc. (CELH)
- Magnite Inc. (MGNI)
- HyreCar Inc. (HYRE)
- Mitek Systems Inc. (MITK)
Q: Small caps have always been a focus of mine and the 5i team has helped me build out a nice group over the last year to complement my core holdings. Can you let me know if your thesis has changed (negatively) on any of these names? Any standouts that you would add to either due to opportunity or valuation if I had more $ available?
Thx as always for your valued advice
Thx as always for your valued advice
- Ichor Holdings (ICHR)
- Invitae Corporation (NVTA)
- Tronox Holdings plc (UK) (TROX)
- Celsius Holdings Inc. (CELH)
- Magnite Inc. (MGNI)
Q: What are your top five Canadian and top five US small cap growth companies in terms of reward to risk, for a 5 year timeframe?
- Photon Control Inc. (PHO)
- Applied Materials Inc. (AMAT)
- Lam Research Corporation (LRCX)
- Ichor Holdings (ICHR)
Q: Are you confident in semi's now? How would you rank amat, lrcx, photon? Any other pick-and-shovel plays you prefer? Do you prefer individual semi makers or an etf to these 3. Thanks.
Q: Good day team,
I should have listened to your last comment on this dog and sold it at a smaller loss back in October but I didn't and now wonder if I too should throw in the towel like other investors following the ER yesterday.
I don't need the money but following its 17% haircut I wonder if it's waste of more time and money to hold and hope for a change in the negative momentum.
Would you kindly give us your assessment of their balance sheet and future prospects and whether the huge short on the stock is justified here.
Thanks a lot!
I should have listened to your last comment on this dog and sold it at a smaller loss back in October but I didn't and now wonder if I too should throw in the towel like other investors following the ER yesterday.
I don't need the money but following its 17% haircut I wonder if it's waste of more time and money to hold and hope for a change in the negative momentum.
Would you kindly give us your assessment of their balance sheet and future prospects and whether the huge short on the stock is justified here.
Thanks a lot!
Q: Should I take my 42% loss or hold on for better days ? Lucky for me it is a small position. Is it more related to the sector and economy and/or problems at the company ?
Your comments please.
Thank you !
Your comments please.
Thank you !
Q: Could you comment and the latest Q2 result.
Thanks,
Thanks,
Q: Anything wrong with ICHR. Short interest keep going up. Are they still buying back shares? It is down 30% since June 1st.
Thanks,
Thanks,
Q: I bought a small position of ICHR @$33.50 base on its low PE and high ROE a few months ago. Unfortunately the share price has behaved poorly with negative momentums. Please advise if the stock is worth for continue hold and possible reasons for poor performance. Thank you.
Bill
Bill
Q: Hello team, From previous responses, you said you like this company. Any reason you know of why ICHR is falling of a cliff? Would it be opportunity to buy?
Thank you!
Thank you!
- Garmin Ltd. (Switzerland) (GRMN)
- Ebix Inc. (EBIX)
- Exact Sciences Corporation (EXAS)
- Collectors Universe Inc. (CLCT)
- Issuer Direct Corporation (ISDR)
- Ichor Holdings (ICHR)
- Just Eat Takeaway.com N.V. (GRUB)
- Nektar Therapeutics (NKTR)
- Rapid7 Inc. (RPD)
Q: Can you recommend 8-10 small -mid cap USA stocks with high growth potential, good to excellent balance sheets that your team at 5i would own or do own and consider a long term buy. Can be from any sectors. Please exclude the following names, as these are currently already owned: BOX, FLIR, ANET, TEAM, GRUB, LLL, CGNX, ALGN
Q: Could you please comment results.
Thanks,
Milan
Thanks,
Milan
Q: It keeps going down. It is 2% of my portfolio. Would you add more at this level.
Thanks,
Milan
Thanks,
Milan
Q: Sorry guys, didn't see the response to Ichr before I send in my question. I suppose the real question now is it too late to get rid of as I am down quite considerable but it's only a small % of over portfolio.
Thanks again for your assistance.
Thanks again for your assistance.
Q: Hi All,
Can you please tell me what is happening to Ichor Holdings, down 17% today? time to get out?
Thank you.
Can you please tell me what is happening to Ichor Holdings, down 17% today? time to get out?
Thank you.
Q: What is your opinion on the latest results released by Ichor Holdings.
Thanks.
Thanks.
Q: This one has corrected quite a bit. Has your view changed, still a good buy ? Good growth expected ? Cheap on a p/e ratio basis.
Thanks,
Thanks,
Q: Could you please give your opinion on the latest results released by Ichor Holdings.
Would you recommend continuing to hold or sell on the good news?
Thanks.
Brian
Would you recommend continuing to hold or sell on the good news?
Thanks.
Brian