Investment Q&A

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 ....

Q: I need to consolidate some of the riskier stocks in my portfolio. Of the following on my chopping block, could you rate which would be keepers for the long term (with a hands-on approach) - best to worst - KSI, GLXY, AVGO, AXON, IESC, ROAD, COIN, APP, CRWD? Also, I hold both GSY and PRL. Is it reasonable to let one go in a consolidation? If so, which one - thanks!

Q: Happy New year 5i!

It's been an interesting start to the year, and I've been watching/reading things that seem to be leaning towards or preparing for a 'fearful' period. Thoughts on this? With deployable cash, would you be getting it in the market quickly, or not be in any rush?

That being said, AXON and CSU have all seemed to back up more significantly than they ever have, and CRWD as well with the exception of the update failure event. IESC, PSN, and MU as well trending lower.

I hold none of these and have some USD free for 2 half, or 1 full position. Would paying the FX to get CSU on sale be your top pick? of the ones mentioned, would you rank them in terms of expected growth over the next 1 - 5 years? please add a 3 or 4 more options in there as well if you have other top picks. Small caps are good too.

I currently hold GOOG NVDA AMZN MSFT POWL ISRG CLBT VRT on the US side.

I don't mind managing holdings in a shorter period of time if needed, but aim to find those long term compounders and let them continue to win.

Thanks for everything!

Q: Hello 5i

Back in 2019 I asked if you could provide a "growthy" USA portfolio.
The above stocks were your recommendations.
Could you provide an updated "growthy" USA portfolio for 2025?
Thank you!
Dave

Q: Hello, which company would you have a higher conviction for if industry was of no concern for a long term hold ?

Q: Please rank the following from best to worst for a long term hold. Thanks

Q: Happy New Year! I like investing in themes (aging population, infrastructure, internet retail, water, security ect) and am wondering if you have 3-4 thematic stock suggestions that you think are interesting here. So ya know, I am chock full of AI names at the moment as you might guess. Thanks

Q: hey guys happy new year hope all is well in my rrsp i currently have all Canadian equities. i would like to start adding some US content my 1st question would be is this even viable with the exchange or wait until its better. In current atmosphere i am thinking there would be more upside. My second question would be in what sector. I have been looking at TECH i.e. QTUM UBER NVDA AND SNOW.i would appreciate your thoughts and any equities you would suggest other than ones listed above.Thanks as always

Q: Hi 5i Team - Could you provide an update on Axon, its fundamentals including cash and debt positions, insider holdings, as well as its potential going forward. Also is there something we should be concerned about in light of its 10% drop today preceded by poor momentum over the past several weeks. Thanks.

Q: AXON stock has been quite weak, over past several weeks, going into the close of 2024. The downtrend has continued in January, with a horrible price action, Monday, when stock opened at $605 and quickly lost another $50.

It's 5i's favorite company, and has all the right ingredients for success, AI, security, expectation of larger spending on border/law enforcement by new administration.

Why do you think stock has lost momentum and investors seem to shun the stock and sell at every opportunity ?

Stock has broken down several support levels and after reaching a high of $698, not far ago, is languishing around $550.

What is your current assessment of the Co. and is the stock still worth holding for
investors who bought at higher levels ( $625-$650) ?

Thank You

Q: Hello 5i,
I’m wondering why Axon is down over 8% today? Have the fundamentals suddenly changed? Would you be buyers at this level? I appreciate your comments.

Q: Any particular reason for the relatively large decline today?

Q: I understand CRM, a software company, is getting into AI via software. Does 5iR know any other S&P 500 software companies doing the same thing???.....Happy New Year ......Tom

Q: Good Morning and Seasons Greetings to the 5i team and everyone out there.
If you had to start a new TFSA account what 15 to 20 stocks, ETF,s Etc. would you buy in order of first to last. US and Canadian mix?

Thank You

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.