Investment Q&A

Q: If you were to add just one of these, which would it be please?

ASPN, CROX, TMDX, AVAV, CLBT

Q: Follow Up from my recent question.

A couple questions weren't answered, but can the following one be addressed?

4. AMD. Is it worth holding the 2nd fiddle? Would it be better used in something in 1st in a different space? like AVGO or QCOM?

With your answer to SMCI from my previous question, do you have an idea based on multiples, etc that you could see an achievable price target at for 12 months?

And Finally, the last couple weeks have been ROUGH. In the other answers I've seen you mention issues with the Election, Recession fears, and just general fear with earnings coming. Are we in for a rougher ride? I know that not being invested for the few key days in a period of time drastically reduces total returns over a period, but do you foresee one of those key days coming say, by the end of the year? Would it be prudent for an investor in times like these to say, go to say 25, 50, or 75% cash? Which?

I picked up PRL and ASPN after your response to mine and other questions, and am 10 and 20% down. Did I jump the gun? Worth going to a full position in the current turbulence? Or is it worth a steadier broad market etf or energy Utility until things calm down?

Q: Just renewed earlier this year and realized it's been 10 years. Thanks for all your sage advice over the years and the many multibaggers (I was hooked after Amaya) that came with it.

What initially drew me to 5i was Peter's enthusiasm for small caps. Using his methods can you recommend your current favourite US small caps at the moment (I have lots of Canadian ones thanks to the growth & balanced portfolios).

Thanks, see you in 2034!

Q: Any thoughts on the almost 10% drop in price today and do you still like this stock and would you buy it here?thank you

Q: In what order would you rank these stocks today for growth.What would you consider a good entry price for each?

Q: Which order would you add to these small cap stocks? Do you think they have long term potential?

Q: Hello Team,

Looking to purchase a couple stocks in my US dollar trading account, are you able to rank the above stocks from 1 to 12. Don't worry about size, industry or risk, will be holding for 3 years. Thanks so much!

Q: Hi 5i!

I’m a little overweight in the AI sector and want to diversify. Respecting that growth and stability are not often in tandem, would you endorse a selling VRT and buying TMDX, ASPN or CLBT?
Do you see either of these three companies as having a better growth (and some stability) outlook over the next 2-3 years than VRT?

If you could only pick one which company do you have the most conviction in today?

Thanks so much for all you do!

Q: Would you buy into the momentum of ASPN($16.98) , TMDX ($88.71) and CLBT ($11.85) at current valuations for a 2-year hold?

Can you provide 5 or 6 other stocks with similar growth profile in US or Canada?

How would you tank them?

Thanks

Q: Hi 5i Team,

I currently own Super Micro and Nextracker and wondering if you would prefer a switch into TMDX, ASPN, CLBT and PLTR? How would you rank the 6 for a hold over the next 3-5 years?

Thanks as always,
Jon

Q: Do you think these names remain attractive at current valuations? How would you rank for buying today?

Q: Hi Team,
Two part question. Firstly, like a fool I sold out of crwd at the worst possible time during the selloff in anticipation of more bad news and to raise cash in the overall sell off. Ever since it seems to be on a steady rise back up. Is it time to buy back the shares or should I wait until after earnings?
Second; do you see any compelling buys out there today to put new cash to work? If so what are some of your favourite names to purchase today Canadian and US. I was looking at adding to propel possibly …it boggles me it had such strong results and a muted share price ; not sure why but it seems undervalued. Same with go easy but I am already over weight in that one.

Thanks ,
Shane

Q: Could you please rank these five companies, best first, for a 3-4 year hold. Thanks

Q: Hello 5i,

We sold two stocks that had were poor performers but they improved in the past few months in our RRSP. Can you rank the following stocks to purchase if we were to initiate a 1/4 position today for a 5-year hold? Our intention is to start 2 or 3 positions to see where they go, and add funds to the best two over time.
Would the ranking be the same for a TFSA or non-reg account?

Thank you
D&J

Q: I am overweight both of these names. I am hoping for a recovery pop at which time I will seek to sell down a bit and spread the money out. Can you please give me a few other names that you might suggest for growth at this time? I sold booking holdings at a loss so please exclude that name. I am too afraid to buy back smci due to its wild volatility. I was consider coherent, Motorola, and Monolithic Power but am open to other suggestions. Thank you.

Jason

Q: Would you kindly provide 4 US stocks and 4 CDN stocks that would be your best bets today to increase in value by 1000% over the next 10 years. Thanks.

Q: Hi 5i Team,
Pls can you comment on Aspen Aerogel earning.

Q: Following ASPN for an entry point and sense that there are concerns amongst investors about ASPN going forward despite the excellent last quarterly report. Is there concern about the LNG aspect of business given that Democrats, in particular, want to temper natural gas use and further development? Best to wait until after the upcoming quarterly report?

Q: I bought into Celh after the first leg down, around $79. Wasn’t expecting a tank into the 40’s. Question: bite my lip and wait for a recovery or take the tax loss and move the funds into something like Aspen Aerojels that has also taken a hit but seems to have considerable stock price upside?

Q: "We could see the mega-cap names move sideways relative to small and mid-caps in the near-term and intermediate-term, but we would not be willing to try to time this, as the probabilities from history and current valuations are on our side."

If someone were trimming mega-cap names to raise cash and capitalize on the potential for small and mid-cap names to outperform please name your top 5 Canadian and US companies that would be the first you put this cash into.