Q: for a 5 year plus hold please rank the above from top to bottom.
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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.
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NVIDIA Corporation (NVDA)
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Canadian Natural Resources Limited (CNQ)
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WSP Global Inc. (WSP)
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Celestica Inc. (CLS)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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iShares U.S. Aerospace & Defense ETF (ITA)
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kneat.com inc. (KSI)
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ARK Innovation ETF (ARKK)
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Axon Enterprise Inc. (AXON)
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Nebius Group N.V. (NBIS)
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A & W Food Services of Canada Inc. (AW)
Q: With the pull-back, I want to take positions in the above at an appropriate weighting for a long term hold - the Canadian holdings and NVDA at full position, the others at 2-3%. Could you mark them at todays levels as buy, partial buy, watch or don't buy, and make any appropriate back-up comments. Thank-you!
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Broadcom Inc. (AVGO)
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Intuitive Surgical Inc. (ISRG)
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Salesforce Inc. (CRM)
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Blackstone Inc. (BX)
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ServiceNow Inc. (NOW)
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Arista Networks Inc. (ANET)
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AAON Inc. (AAON)
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Axon Enterprise Inc. (AXON)
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Nvidia CDR (CAD Hedged) (NVDA)
Q: Are there any US stocks that are getting hit right now that would be good buys for long term growth holds?
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Salesforce Inc. (CRM)
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JPMorgan Chase & Co. (JPM)
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Axon Enterprise Inc. (AXON)
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CrowdStrike Holdings Inc. (CRWD)
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Vertiv Holdings LLC Class A (VRT)
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RTX Corporation (RTX)
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Cellebrite DI Ltd. (CLBT)
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Nebius Group N.V. (NBIS)
Q: In January you suggested a portfolio for 2025 could look like the one noted below. I’m 90% invested. position size is a high of 5% (full position) and 2.5% (half position) depending on my perception of size/risk. Based on the current climate, I lowered Nvidia is down to 3.5% - anything you would modify today? 5i - a mix of quality Cdn. and US stocks, with a lean to growth: GOOG, NVDA, VRT, CLBT, AXON, JPM, RTX, CRM, NBIS, ISRG, BKNG. CSU, TRI, BN, WSP, WELL, GLXY, CLS, ENB, TD, SLF, V, BAM, COST and CRWD. Calling out I also have a 4% position in Amazon and 2% Shopify.
Q: Can I please have your thoughts on Axon's earnings announced on February 25th. After it's huge drop this past week is this a buying opportunity or a chance to get out? Your overall thoughts on the company would be appreciated. Thank You.
Q: For a long term hold how would you apportion $30,000 among Axon,Crwd,Nbis
Q: Please comment on the recent significant draw down. Is the stock considered expensive at current levels?
thank you
thank you
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Amazon.com Inc. (AMZN)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Sherwin-Williams Company (The) (SHW)
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Stryker Corporation (SYK)
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Meta CDR (CAD Hedged) (META)
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ASML Holding N.V. (ASML)
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Axon Enterprise Inc. (AXON)
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Uber Technologies Inc. (UBER)
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CrowdStrike Holdings Inc. (CRWD)
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Vertiv Holdings LLC Class A (VRT)
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Trane Technologies plc (TT)
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Flutter Entertainment Plc (FLUT)
Q: I am heavily tech weighted and am considering selling my entire position in NVDA and some CRWD as I have large gains in both. I would use the proceeds to buy positions in FLUT and SYK. I would still have position in AMZN, ASML, CRWD, GOOG, META, MSFT and VRT.
Any other suggestions?
Thank you.
Any other suggestions?
Thank you.
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Intuitive Surgical Inc. (ISRG)
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Celestica Inc. (CLS)
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Axon Enterprise Inc. (AXON)
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Comfort Systems USA Inc. (FIX)
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Construction Partners Inc. (ROAD)
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Berkshire Hathaway Inc. (BRK.B)
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Vertiv Holdings LLC Class A (VRT)
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Shift4 Payments Inc. Class A (FOUR)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Please rate the following stocks to purchase today for a long term hold.
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Celestica Inc. (CLS)
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goeasy Ltd. (GSY)
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WELL Health Technologies Corp. (WELL)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
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Cellebrite DI Ltd. (CLBT)
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Propel Holdings Inc. (PRL)
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Lumine Group Inc. (LMN)
Q: I hold these small/mid cap stocks. Most have done well.
It looks like the interest rates vs inflation discussion isn’t going away soon and rates may be higher for longer. With this as the backdrop and current uncertainty around the markets is this a time to lighten up on Small/Mid cap stocks and take some profit? Or would you hold?
Thanks
Tim
It looks like the interest rates vs inflation discussion isn’t going away soon and rates may be higher for longer. With this as the backdrop and current uncertainty around the markets is this a time to lighten up on Small/Mid cap stocks and take some profit? Or would you hold?
Thanks
Tim
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Pure Storage Inc. Class A (PSTG)
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Axon Enterprise Inc. (AXON)
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Datadog Inc. (DDOG)
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Cellebrite DI Ltd. (CLBT)
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Nebius Group N.V. (NBIS)
Q: Hi Peter and team,
Can you recommend five U.S. and five Canadian diversified stocks with medium to high risk, strong growth potential, and at least positive earnings?
Can you recommend five U.S. and five Canadian diversified stocks with medium to high risk, strong growth potential, and at least positive earnings?
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Intuitive Surgical Inc. (ISRG)
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JPMorgan Chase & Co. (JPM)
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Axon Enterprise Inc. (AXON)
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RTX Corporation (RTX)
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Cellebrite DI Ltd. (CLBT)
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Nebius Group N.V. (NBIS)
Q: Hi Folks,
Can you suggest 3 conservative growth stocks and 3 aggressive growth stocks for each the U.S. side and the Canadian side that you would be buyers of today for a 5 year hold?
Many thanks for your sage advice through the ups and downs of this turbulent market!
Can you suggest 3 conservative growth stocks and 3 aggressive growth stocks for each the U.S. side and the Canadian side that you would be buyers of today for a 5 year hold?
Many thanks for your sage advice through the ups and downs of this turbulent market!
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Amazon.com Inc. (AMZN)
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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Eli Lilly and Company (LLY)
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United Rentals Inc. (URI)
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lululemon athletica inc. (LULU)
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Axon Enterprise Inc. (AXON)
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Uber Technologies Inc. (UBER)
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Trane Technologies plc (TT)
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RTX Corporation (RTX)
Q: Good evening 5i Team,
If I were to scale back my positions in chip makers and AI related companies, would you please recommend a sector or sectors and your choice of companies to migrate into.
Thanks,
H
If I were to scale back my positions in chip makers and AI related companies, would you please recommend a sector or sectors and your choice of companies to migrate into.
Thanks,
H
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Lockheed Martin Corporation (LMT)
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Northrop Grumman Corporation (NOC)
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CAE Inc. (CAE)
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Palo Alto Networks Inc. (PANW)
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Zedcor Inc. (ZDC)
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Axon Enterprise Inc. (AXON)
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Kratos Defense & Security Solutions Inc. (KTOS)
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Woodward Inc. (WWD)
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CrowdStrike Holdings Inc. (CRWD)
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Leonardo DRS Inc. (DRS)
Q: Further to Stuart’s recent question on European defense spending, I’m also interested in the security theme. I recently purchased Axon in the belief police spending will be ramped up going forward. Do you have some suggestions for me to investigate in the areas of security/defense for the following: police, computers, military. Perhaps a couple of companies in each area as your top choices. I realize you have covered companies such as Raytheon extensively through the years but this theme hasn’t been on my radar until recently. Unfortunately, it seems to be increasingly significant going forward.
Thanks so much for your guidance in these challenging times.
Thanks so much for your guidance in these challenging times.
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Visa Inc. (V)
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Axon Enterprise Inc. (AXON)
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Comfort Systems USA Inc. (FIX)
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Vertiv Holdings LLC Class A (VRT)
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Cellebrite DI Ltd. (CLBT)
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Nebius Group N.V. (NBIS)
Q: In a question yesterday - attached - I asked you to recommend one or two US equities and listed those already held. In response, you gave me two equities which I had listed as already owned. Clearly you have not had your morning coffee:-) Please try again.
Yesterday's Question:
VRT has now grown to 9.5% of my total portfolio. (Thank you for the recommendation!) Would you let this winner run? Or would you be inclined to trim? If trim, what one or two US equities would you purchase (any sector) with the proceeds with a similar risk/growth profile...and why? The following US/international equities are already held: GOOG, NVDA, AMZN, MSFT, V, COST, AXON, ISRG, CLBT, and NBIS. Thank you.
Answer:
In our view, as a company aproaches 10% of a portfolio, the portfolio starts to become a bet on that single name and we would typically prefer to trim the position down. For something with a similar risk profile and growth potential, we might consider NBIS and CLBT, but both are higher risk.
Yesterday's Question:
VRT has now grown to 9.5% of my total portfolio. (Thank you for the recommendation!) Would you let this winner run? Or would you be inclined to trim? If trim, what one or two US equities would you purchase (any sector) with the proceeds with a similar risk/growth profile...and why? The following US/international equities are already held: GOOG, NVDA, AMZN, MSFT, V, COST, AXON, ISRG, CLBT, and NBIS. Thank you.
Answer:
In our view, as a company aproaches 10% of a portfolio, the portfolio starts to become a bet on that single name and we would typically prefer to trim the position down. For something with a similar risk profile and growth potential, we might consider NBIS and CLBT, but both are higher risk.
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Visa Inc. (V)
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Axon Enterprise Inc. (AXON)
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Vertiv Holdings LLC Class A (VRT)
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Cellebrite DI Ltd. (CLBT)
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Nebius Group N.V. (NBIS)
Q: VRT has now grown to 9.5% of my total portfolio. (Thank you for the recommendation!) Would you let this winner run? Or would you be inclined to trim? If trim, what one or two US equities would you purchase (any sector) with the proceeds with a similar risk/growth profile...and why? The following US/international equities are already held: GOOG, NVDA, AMZN, MSFT, V, COST, AXON, ISRG, CLBT, and NBIS. Thank you.
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Salesforce Inc. (CRM)
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JPMorgan Chase & Co. (JPM)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
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Axon Enterprise Inc. (AXON)
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Vertiv Holdings LLC Class A (VRT)
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RTX Corporation (RTX)
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Cellebrite DI Ltd. (CLBT)
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Nebius Group N.V. (NBIS)
Q: It’s now 2025, new Canadian leadership coming and reduced regulations/government in the US. You suggested on a reply today how a 50% US - 40% CAN - 10% Global portfolio mix might be right for today’s environment. Based on this, what is YOUR best ideas for a brand new $1M+ portfolio? Assume average investor, 15 year investment horizon with reasonable risk tolerance and loves when stocks go on sale..aka buy the correction attitude. As always.. you guys rock! Thanks. Don
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Kraken Robotics Inc. (PNG)
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Vitalhub Corp. (VHI)
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WELL Health Technologies Corp. (WELL)
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Axon Enterprise Inc. (AXON)
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Shift4 Payments Inc. Class A (FOUR)
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SoFi Technologies Inc. (SOFI)
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Cellebrite DI Ltd. (CLBT)
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Nebius Group N.V. (NBIS)
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Sezzle Inc. (SEZL)
Q: Would you consider Revenue Growth the leading indicator of a companies liklihood to succeed and grow its share price provided properly managed?
Seems todays most successful stock market darlings have all had tremendous revenue growth albeit not necessarily Profitable during their early days of rapid Revenue growth.
If I were to look for 2 or 3 US and Canadian Mid Cap companies most likely to lead the rest of the market with staggering Revenue growth over the next 2-5 years which do you think these might likely be?
Seems todays most successful stock market darlings have all had tremendous revenue growth albeit not necessarily Profitable during their early days of rapid Revenue growth.
If I were to look for 2 or 3 US and Canadian Mid Cap companies most likely to lead the rest of the market with staggering Revenue growth over the next 2-5 years which do you think these might likely be?
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOGL)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Axon Enterprise Inc. (AXON)
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Uber Technologies Inc. (UBER)
Q: The listed companies have used their tech to expand beyond their original business channels to a point that they are woven into the fabric of society. At some point early on they were good businesses with high potential that have risen to levels I could not have contemplated. Looking beyond AI, can you think of three companies out there in any sector that are working on things that have the potential to become central to our way of life in the way that these giants have? These can be well known companies that you think are on the cusp of big things or smaller companies with ideas that are a long shot.
Thanks
Thanks
Q: This stock has been on quite a run the last number of sessions. It looked like it was consolidating in the $21 range but up lately.
What would be a fair entry point and do you feel that it's priced to perfection already?
If one had to add AXON or CLBT to their TFSA which has the best long term prospects? My thought is AXON ....
What would be a fair entry point and do you feel that it's priced to perfection already?
If one had to add AXON or CLBT to their TFSA which has the best long term prospects? My thought is AXON ....