Q: What are your thoughts on their strong Q2 earnings? Would this be a good entry point? It may finally be ready to rally over the next quarter.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Could you review ESTC earnings and call? And if your feelings about the company remain strong.
Thx, M
Thx, M
Q: how long before DDOG is profitable who their major competitor and what degree of insider ownership
- Micron Technology Inc. (MU)
- Eaton Corporation PLC (ETN)
- Ulta Beauty Inc. (ULTA)
- Elastic N.V. (ESTC)
- AAON Inc. (AAON)
- CECO Environmental Corp. (CECO)
- Aspen Aerogels Inc. (ASPN)
- Fox Factory Holding Corp. (FOXF)
- Interactive Brokers Group Inc. (IBKR)
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
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
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Ero Copper Corp. (ERO)
- Elastic N.V. (ESTC)
- Encore Energy Corp. (EU)
- Vertiv Holdings LLC Class A (VRT)
- Lumine Group Inc. (LMN)
- Nextracker Inc. (NXT)
Q: I'm looking to raise some cash by selling a combination of stocks. In what order would you sell from this particular list?
- Amazon.com Inc. (AMZN)
- Firan Technology Group Corporation (FTG)
- lululemon athletica inc. (LULU)
- EQB Inc. (EQB)
- TECSYS Inc. (TCS)
- Ulta Beauty Inc. (ULTA)
- Kraken Robotics Inc. (PNG)
- kneat.com inc. (KSI)
- Elastic N.V. (ESTC)
- Converge Technology Solutions Corp. (CTS)
- Aspen Aerogels Inc. (ASPN)
- Docebo Inc. (DCBO)
Q: Hello Team,
Looking at starting a new position in a few of the 12 companies tagged. Can you rank from 1 to 12 on which companies you think is the best to start a new position in. No worries on size, industry or risk, looking for capital appreciation only over the next 3 years.
Thanks again!
Looking at starting a new position in a few of the 12 companies tagged. Can you rank from 1 to 12 on which companies you think is the best to start a new position in. No worries on size, industry or risk, looking for capital appreciation only over the next 3 years.
Thanks again!
- Booking Holdings Inc. (BKNG)
- United Rentals Inc. (URI)
- Toromont Industries Ltd. (TIH)
- TFI International Inc. (TFII)
- Ulta Beauty Inc. (ULTA)
- Elastic N.V. (ESTC)
- Crocs Inc. (CROX)
- Aspen Aerogels Inc. (ASPN)
- Thomson Reuters Corp (TRI)
- Uber Technologies Inc. (UBER)
- Flutter Entertainment Plc (FLUT)
Q: Looking to strictly optimize growth over next 3-5 years. Please rank potential of these favourites from current valuations: TIH, URI, ULTA, BKNG, UBER, ESTC, ASPN, FLUT, CROX, TRI, TFII
- Toromont Industries Ltd. (TIH)
- Kinaxis Inc. (KXS)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Ulta Beauty Inc. (ULTA)
- Elastic N.V. (ESTC)
- Aspen Aerogels Inc. (ASPN)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- Celsius Holdings Inc. (CELH)
- Propel Holdings Inc. (PRL)
- Nextracker Inc. (NXT)
Q: Do you thing Small/Mid cap companies will do well in next 2 to 3 years?
What are your top 5 Canadian and US names in this space that you would buy today?
Thanks
Tim
What are your top 5 Canadian and US names in this space that you would buy today?
Thanks
Tim
- Elastic N.V. (ESTC)
- Axon Enterprise Inc. (AXON)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Nextracker Inc. (NXT)
Q: Hi 5i
What would be your top 5 undervalued US growth stocks with good fundamentals that you would buy for a 5 year hold?
No specific sector required.
Thanks for all you do!
What would be your top 5 undervalued US growth stocks with good fundamentals that you would buy for a 5 year hold?
No specific sector required.
Thanks for all you do!
- Salesforce Inc. (CRM)
- Atlassian Corporation (TEAM)
- MongoDB Inc. (MDB)
- Elastic N.V. (ESTC)
- Snowflake Inc. Class A (SNOW)
- UiPath Inc. Class A (PATH)
Q: Please comment on ESTC most recent earnings. Thank you.
- First Solar Inc. (FSLR)
- Elastic N.V. (ESTC)
- Shoals Technologies Group Inc. (SHLS)
- Nextracker Inc. (NXT)
Q: A couple of unrelated laggards...
Is ESTC a show me stock or would you be comfortable with a starter position as of today?
I own NXT but looking to add another position. Do you like SHLS? It is cheap if this solar move has legs. FSLR has moved far and fast. Would you buy into this or pick an alternative at this point?
thx, Mark
Is ESTC a show me stock or would you be comfortable with a starter position as of today?
I own NXT but looking to add another position. Do you like SHLS? It is cheap if this solar move has legs. FSLR has moved far and fast. Would you buy into this or pick an alternative at this point?
thx, Mark
- Booking Holdings Inc. (BKNG)
- Elastic N.V. (ESTC)
- Aspen Aerogels Inc. (ASPN)
- Vertiv Holdings LLC Class A (VRT)
- TransMedics Group Inc. (TMDX)
- Nextracker Inc. (NXT)
Q: Hello Peter, Ryan, and the Fab 5i Team:
If investing $5K USD today for a three year hold in a TFSA, in which order might you add to these holdings:
ESTC, VRT, NXT, BKNG, TMDX, ASPN.
Thanks very much for your excellent service!
Brad
If investing $5K USD today for a three year hold in a TFSA, in which order might you add to these holdings:
ESTC, VRT, NXT, BKNG, TMDX, ASPN.
Thanks very much for your excellent service!
Brad
- Elastic N.V. (ESTC)
- Crocs Inc. (CROX)
- Integer Holdings Corporation (ITGR)
- Vertiv Holdings LLC Class A (VRT)
- TransMedics Group Inc. (TMDX)
- Nextracker Inc. (NXT)
Q: Hello,
What are your favourite US small and mid caps. And what would be your ranking for putting money to work?
Thank you!
What are your favourite US small and mid caps. And what would be your ranking for putting money to work?
Thank you!
- Adobe Inc. (ADBE)
- Ulta Beauty Inc. (ULTA)
- Elastic N.V. (ESTC)
- Champion Homes Inc. (SKY)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Propel Holdings Inc. (PRL)
- Lumine Group Inc. (LMN)
- Nextracker Inc. (NXT)
Q: I would like to put some money to use. I have put the above list together. Can you rank which ones you would purchase from 1st to last?
Thanks
Thanks
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Elastic N.V. (ESTC)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
Q: Over the last couple of months and as a result of comments made here I have started positions in the above five companies with funds allocated to higher growth potential/higher potential volatility etc.
Four of the five have done very well so thank you. In keeping with your philosophy of pulling the weeds and watering the flowers I have a couple of questions:
1) Would you sell ESTC at this point in time and realocate the funds to one of the four flowers or to a "new" high reward potential investment you would suggest?
2) The ESTC issue aside, would you be adding to any of these flowers at this point in time and in which order?
Thanks for guidance over these last number of years,
Terry
Four of the five have done very well so thank you. In keeping with your philosophy of pulling the weeds and watering the flowers I have a couple of questions:
1) Would you sell ESTC at this point in time and realocate the funds to one of the four flowers or to a "new" high reward potential investment you would suggest?
2) The ESTC issue aside, would you be adding to any of these flowers at this point in time and in which order?
Thanks for guidance over these last number of years,
Terry
Q: Hi 5i Team,
For better upside potential, would you pick Elastic N.V. or Nutanix Inc ?
Pls give brief explanation.
Thanks a lot.
For better upside potential, would you pick Elastic N.V. or Nutanix Inc ?
Pls give brief explanation.
Thanks a lot.
- Elastic N.V. (ESTC)
- Axon Enterprise Inc. (AXON)
- Vertiv Holdings LLC Class A (VRT)
- Nextracker Inc. (NXT)
Q: You recommended about a month ago the above stocks
Would you still purchase these and can you rank them in order of which to buy first?
ESTC seems to have fallen a lot- is it still a buy?
Thank you
Would you still purchase these and can you rank them in order of which to buy first?
ESTC seems to have fallen a lot- is it still a buy?
Thank you
Q: Wealthsimple approached me with an 0.5% cash offer on the totality of my investments if i moved my accounts with them. The accounts - Cash non reg, + TFSA + RRSP are being transferred in kind. They tell me that they ELASTIC N V ORDINARY SHARES (in my RRSP) cannot be held at wealthsimple. I either have to liquidate the shares and maintain the transfer, or leave the shares in my RRSP at my current institution (investorline)
The ESTC shares are down 20% in my RRSP. so can't harvest a loss.
How would you proceed? If you decide to sell the shares, what would you move into? I am very tech heavy, but enjoy the risk and the rich rewards that come with being tech heavy,
If replacing, i was looking at some securities that took big hits recently AMD, LULU.
Any compelling ideas? Please advise, Thank you.
The ESTC shares are down 20% in my RRSP. so can't harvest a loss.
How would you proceed? If you decide to sell the shares, what would you move into? I am very tech heavy, but enjoy the risk and the rich rewards that come with being tech heavy,
If replacing, i was looking at some securities that took big hits recently AMD, LULU.
Any compelling ideas? Please advise, Thank you.
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Elastic N.V. (ESTC)
- CrowdStrike Holdings Inc. (CRWD)
- Docebo Inc. (DCBO)
- Shift4 Payments Inc. Class A (FOUR)
- Lumine Group Inc. (LMN)
- Nextracker Inc. (NXT)
Q: Sorry for asking another tech ranking but I read a question about some of your best ideas currently and I want to mesh with my current holding. Can you please rank the above stocks for purchase/hold today?
Thank you
Thank you
- Natcore Technology Inc. (NXT)
- Elastic N.V. (ESTC)
- Axon Enterprise Inc. (AXON)
- Vertiv Holdings LLC Class A (VRT)
Q: Good afternoon, Just wondering if your conviction for Elastic N.V. is still as high as it was several weeks ago? Since the drop following the recent earnings report, ESTC hasn't really participated much in any of the tech rallies. I'm down about 11% and wondering if I should be patient, or consider selling and adding to other high conviction picks already owned, such as NXT, VRT or AXON? Thanks. Brad