Investment Q&A

Q: With the CAD losing ground to the USD, is it still worth converting Canadian dollars to buy US stocks? If yes, what would be your 5 top growth stocks for 2025?
Thanks

Q: I have a 1% position in CLBT and AXON at 2.5%. In a recent question, you were asked to rank 8 stocks; AXON was put first and CLBT was 7th. Do you see these 2 companies as different enough to offer diversification to a portfolio? Regardless, I probably have more holdings than I really need; if it were you would you consolidate CLBT into AXON? Many thanks for your excellent service.

Q: For US industrial, would you choose ROAD or AXON today?

Q: Hello 5i
Could you rank the above stocks for a 3-5 year TFSA hold with a medium to high risk tolerance in mind.
Thank you
Dave

Q: AXON stock has taken a breather after reaching a high of $690, recently.

There have been some analysts' upgrades ( Price target as high as $800 ) and renewed enthusiasm in this Co., in light of the reports that the new incoming US administration will be focused on more spending on protecting US borders and law enforcement.

AXON stock's addition to Nasdaq 100 Index ( Dec 23 ) was also confirmed, this morning.

Many companies involved in production of military grade drones have also seen their stocks flirting with new highs, after reported sighting of drones in some parts of US and its defense bases.

All of above bodes well, I believe, for AXON Enterprises, being a pioneer in some of the most modern technologies and innovation to support the growing security needs of the Governments. Do you suspect that there could be a meaningful impact of possible US tariffs and competition from its larger US competitors?

How do you see the company's growth trajectory and its capability to justify its high valuation (per your recent comments)? The volatility of this stock was in full display, in Monday's trading when, after reports of Nasdaq 100 inclusion, some investors took profit and stock traded as low as $603, after opening much higher.

We recently initiated a position and after some addition, today have a 1.5%, weight ( ACB $635 ). Would you be comfortable adding on dips like today for long term, as a core holding ?

Thank You

Q: Axon is down over 7% today. Any reason for the drop and would you recommend hoding on to the stock. Any comments you have on the company would be appreciated. Thank You.

Q: Looking for growth. What do you think of Axon & Isrg for a 5 year hold and how would you split a $20,000 U.S.investment between them?

Q: I am losing patience with ULTA and am thinking of using this recent bump to top up my AXON and ISRG. I have a half position in both these later two stocks. Do you have any thoughts?

Q: Would you please suggest 5 CAN and 5 US growth stocks for my TFSA. Thank you.

Q: What is 5i opinion of Investor Business Daily service? They publish an IBD50 and IBD Big Cap 20 list. Have you looked at these names on the list over any period of time and is it a valuable tool? You may not be able to answer this if you don't use the service but if you do out of the names on the lists what would be your top 5-7 names?

Q: Axon has had a huge move up

Would you buy at this price or wait for a better entry ?if so what price
What upside do u see for 2 years plus hold
Or would u invest in clbt alternatively ?do u see upside for next 2 years plus ?
Thanks

Q: Hello 5i,

Could you please expand on an answer to V on the 20 stocks to purchase today if you were to start over? We are assuming that stocks/ETF’s are equal weight and the recommendation is considered a growth portfolio. If not, please elaborate. We were also surprised to see Prudential on the list.

If you were 70+ would you alter the list slightly?

If you were in your mid 30’s and 40’s now and have limited funds (30k-70k) would you recommend purchasing all the stocks/ETF’s equally and expand over time or are there specific stocks/ETF’s that would be considered a “starter pack”?

Thank you so much for your website and advice.

D&J

Q: What do you view as the likelihood of AXON acquiring CLBT? They have a partnership in place and with CLBT looking for a new CEO, AXON might see an opportunity.

Q: Hi, Axon or Four today for best high growth over 3-5 years? Thank you.

Q: Hi. 5I
Could you please comment on BBD.B current value and investible position
now after a recent pullback. looking out 3-5 years.
Thanks for your splendid service.
Cal

Q: My portfolio contains the following securities: DRX, ATD, GOOG, AMZN, AMTM, AAPL, ATZ, AXON, BNS, BAM, BN, CSU, CRWD, DIR, EXP, LLY, ENB, GSY, HPS, ISRG, J, LMN, META, MSFT, NVDA, SHOP, TFII, TTD, TD, VRT, WSP. Most of these are under or at a full position except for AXON (higher). I have some cash I would like to deploy. Which would you add to today please for a long term investor age approx 40yr. Would you look to urgently sell any. Thanks!

Q: Hi 5i Team.

I have some names in my TFSA account such as ATD, ATX and ENGH (and maybe some others) that are laggers and would like to move out of them and into something with potentially higher returns.
I also own the other names mentioned above.
What are your thoughts and could you recommend 3 to 5 Canadian and/or US names with the reasons and entry points.
also own NVDA that has grown to a huge percentage of the account.
I know that I should sell some but it has been such a great performer.


Thank you
Joe

Q: Donald Trump is causing so much uncertainty in both Canadian and US markets. Canada might even go into a recession.

I know that you mentioned that we should not react to the Trump threat.

However, if I had to sell all my stocks and ETFs ($400k) and start from scratch today, what would be the top 20 stocks/ETFs ( US and/or Canadian) that that you would invest in.

Would you just buy SPY/ZSP.to/ VGT/ SCHG ETFs in the USA market for safety?

Fyi, I don't like bonds.

Q: Good evening 5i Team,

Can you please review last week's earnings for IESC, along with your ranking of it for a new investment (three-year hold) comparing it to CBLT, TMDX, ASPEN and AXON. Thank you.

Q: In which order would you buy these for growth with a long timeframe