Q: What are your thoughts on 3-5 years for this stock? Henry
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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.
- Axcelis Technologies Inc. (ACLS)
- Super Micro Computer Inc. (SMCI)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- Vertiv Holdings LLC Class A (VRT)
Q: Hello 5i,
We have a small position of ACLS to sell and add to VRT or SMCI, or open a new position of DRX.
Which stock has your highest conviction today?
Thank you
D&J
We have a small position of ACLS to sell and add to VRT or SMCI, or open a new position of DRX.
Which stock has your highest conviction today?
Thank you
D&J
Q: Thoughts on the ACLS quarter? Revenues in decline, but margins increased. But they are forecasting for lower revenues in the next quarter as well. But the market seems to like that the company beat most estimates, popping the stock today. I'm worried about the long term decline in ACLS sales. Is this merited?
- BRP Inc. Subordinate Voting Shares (DOO)
- goeasy Ltd. (GSY)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Axcelis Technologies Inc. (ACLS)
- Elastic N.V. (ESTC)
- Axon Enterprise Inc. (AXON)
- Opera Limited (OPRA)
- InMode Ltd. (INMD)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Palantir Technologies Inc. Class A (PLTR)
- UiPath Inc. Class A (PATH)
- Lumine Group Inc. (LMN)
- Nextracker Inc. (NXT)
Q: Hello 5i,
Thank you for taking time to answer so many questions on top stocks to own or purchase. We read through questions on ranking popular stocks but we were not able to formulate a priority list of CDN and US small cap stocks, especially with so many rising quickly in the last couple of months.
Based on current valuations, risk, growth potential, and management, in what order would you purchase the stocks below for a 2-5 year hold? If there are too many stocks, can you please list your top 10 or 12 in priority from the list?
ACLS, ACMR, AXON, CELH, DOO, ESTC, GSY, HPS.A, INMD, LMN, OPRA, NXT, PATH, PLTR, SMCI, VRT
Thank you
D&J
Thank you for taking time to answer so many questions on top stocks to own or purchase. We read through questions on ranking popular stocks but we were not able to formulate a priority list of CDN and US small cap stocks, especially with so many rising quickly in the last couple of months.
Based on current valuations, risk, growth potential, and management, in what order would you purchase the stocks below for a 2-5 year hold? If there are too many stocks, can you please list your top 10 or 12 in priority from the list?
ACLS, ACMR, AXON, CELH, DOO, ESTC, GSY, HPS.A, INMD, LMN, OPRA, NXT, PATH, PLTR, SMCI, VRT
Thank you
D&J
- Intuitive Surgical Inc. (ISRG)
- Exact Sciences Corporation (EXAS)
- Roku Inc. (ROKU)
- Axcelis Technologies Inc. (ACLS)
- Alarm.com Holdings Inc. (ALRM)
- Guardant Health Inc. (GH)
- Ultra Clean Holdings Inc. (UCTT)
- Entegris Inc. (ENTG)
- Fulgent Genetics Inc. (FLGT)
- Mitek Systems Inc. (MITK)
Q: These stocks are my US non registered portfolio, and are all at a loss, to varying degrees. Which stocks would you hold, which ones to sell, and what would you replace them with? Any sector, moderate risk
Q: It appears that ACLS stock, while up substantially the past few years, is more recently lagging behind peers in the semi manufacturing field. Please comment including potential reasons and does this represent an opportunity.
Q: What is your view on ACLS. Stock really lagged the sector in 2023. Do you see any catalyst near term?
- Cadence Design Systems Inc. (CDNS)
- Marvell Technology Inc. (MRVL)
- Axcelis Technologies Inc. (ACLS)
- Super Micro Computer Inc. (SMCI)
- ASML Holding N.V. (ASML)
- InMode Ltd. (INMD)
- Palantir Technologies Inc. Class A (PLTR)
- Snowflake Inc. Class A (SNOW)
Q: I am considering the above companies. Are there any that you would not purchase at this time. Would you kindly order them in terms of quality and potential growth.
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- Axcelis Technologies Inc. (ACLS)
- ASML Holding N.V. (ASML)
- Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: Good day 5i,
I currently hold positions in 5 semi-conductor companies: Nvidia, ASML, AMD, Taiwan Semi and Axcelis. I'd like to concentrate the positions in order to make the remaining positions more meaningful. However, I like all of these companies and feel they all have great growth ahead. If you were to concentrate this group, which would you sell? With those funds, in what order would you add to the others? Or would you keep all of them?
Growth-oriented investor, comfortable with volatility.
Thank you for your insights,
I currently hold positions in 5 semi-conductor companies: Nvidia, ASML, AMD, Taiwan Semi and Axcelis. I'd like to concentrate the positions in order to make the remaining positions more meaningful. However, I like all of these companies and feel they all have great growth ahead. If you were to concentrate this group, which would you sell? With those funds, in what order would you add to the others? Or would you keep all of them?
Growth-oriented investor, comfortable with volatility.
Thank you for your insights,
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Data Communications Management Corp. (DCM)
- The Trade Desk Inc. (TTD)
- Axcelis Technologies Inc. (ACLS)
- WELL Health Technologies Corp. (WELL)
Q: Hello 5i
Could you please rank the above stocks for growth over the next 1-3 years.
Thank you
Dave
Could you please rank the above stocks for growth over the next 1-3 years.
Thank you
Dave
Q: Hello, Could I get your thoughts on the recent earnings for these three companies? Any concerns? Would you add at these levels? Thanks,
Q: What is your outlook for UCTT? Rebound? Is this your preference in the sector? High risk tolerance.
Thanks for your service
Thanks for your service
- ON Semiconductor Corporation (ON)
- Builders FirstSource Inc. (BLDR)
- Axcelis Technologies Inc. (ACLS)
- Atkore Inc. (ATKR)
Q: Will you please provide an update for these companies to your December 13, 2021 response?
Thanks very much,
Mike
Thanks very much,
Mike
Q: On March 24, 2022 Axcelis Technologies Inc closed at $82.53 US. On April 14, 2022 it closed at $56.43 US. Was there some bad news?
- ON Semiconductor Corporation (ON)
- Builders FirstSource Inc. (BLDR)
- Axcelis Technologies Inc. (ACLS)
- ArcBest Corporation (ARCB)
- Atkore Inc. (ATKR)
Q: can you tell me the growth prospects for these stocks?
Q: Hi Gang
What would be your picks in small cap 5 G space that look they will be there for awhile
Thanks Mike B
What would be your picks in small cap 5 G space that look they will be there for awhile
Thanks Mike B
Q: Another consideration for our RIF. I like it & it's off recent high of $35 - Price /BK 3.5: about 15% debt /cap. with 11% Profit & strong growth. Your opinion &/or other comparable suggestions. Thank you.