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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.

Q: What are your thoughts currently on VRNS?
In your previous answer you wrote “We think there are better opportunities in the market that look more interesting.” Can you please elaborate more specifically which companies you are thinking of? Thank you.
Read Answer Asked by MG on February 24, 2025
Q: On Peter's last visit to Market Call 2 of his picks were ROAD and CLBT.

ROAD has not done well and CLBT started out doing well but has pulled back to the start.

Both of their recent performances have concerned me, especially ROAD.

Can you update his opinion on these 2. Has the outlook he outlined on BNN changed and why the dramatic pullbacks on both of these equities?

Thanks


Sheldon
Read Answer Asked by Sheldon on February 19, 2025
Q: Please rate the following stocks to purchase today for a long term hold.
Read Answer Asked by Ben on February 18, 2025
Q: Hello 5i,

The quarter has been quite a ride so far. Get a sniff of a miss or lower guidance and stocks drop faster than a toboggan coming down Mt Everest.

Do you have any recommendations that appear to be Buys if you don’t already have a position? Some examples are: DDOG, VRT, TTD, TMDX, SPSC, CELH, CLBT, ROAD, CECO, APPF, ASPN, POWL, (electrical grid suppliers), and any other intriguing opportunity? The purchases would be for a 3-5 year hold.

If feels like the tipping point for earnings for many companies has been reached. If a looming reporting date is like a 5-alarm fire warning to get ready to bail water and run for the hills, which sounds like… opportunity!

Thank you for all of your help and wisdom.

D&J
Read Answer Asked by Jerry on February 18, 2025
Q: Can you provide a short list of small or mid cap US stocks that you would recommend?
Read Answer Asked by Jim on February 12, 2025
Q: Could you please rank the following in terms of 2 year growth prospects, irregardless of risk? (first most growth, on down the road....) Thank you!

TD, SHOP, VIU, BN, RTX, ROAD, UBER, GLXY, CRM, TRI, ATZ
Read Answer Asked by Judith on January 27, 2025
Q: Hi,

1 )Is there too much overlap between Fix and TT to own both? Which do you prefer long term?
2) Do you think infrastructure under Trump will do well? Which of these (IESC, ROAD, STRL or substitute another choice?) would you go with and why?
Read Answer Asked by Graeme on January 24, 2025
Q: Dear 5i
Could you provide me with the expected earnings growth rates for the year for the above mentioned stocks .
Also would your order of buying these stocks be the same order as the expected growth rates ? In other words are there any other significant factors to consider other than growth rate for the above stated stocks that might change your order of buying ? So considering the above what would your level of conviction be from highest to lowest for these listed stocks ?
Thanks again for your valuable assistance in the challenging world of stock picking . I'm pretty sure there are quite a few of us DIY investors that would be lost without the great advice from 5i Research .
Bill C
Read Answer Asked by Bill on January 23, 2025
Q: Some of your favorite stocks are down over the past month. In what order would you DCA?

HPS.A -11.15%
PRL - 7.14%
COST -7.36%
CSU. -4.78%
LMN -9.28%
DOL -6.51%
ROAD -4.13%
Read Answer Asked by V on January 17, 2025
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!
Read Answer Asked by Kim on January 16, 2025
Q: The 6 stocks are down from their peak
Which of these would you buy at today's price and in what order? Can you order them in terms of growth potential for a 5 year hold and also for risk. Thanks
Read Answer Asked by V on January 03, 2025
Q: Peter; A short while ago you had these 3 companies as your top picks on BNN Market Call.
I would appreciate your current view on each of the companies ( buy/buy more, hold, sell) as we head into the New year taking into account any material changes that may have occurred since your recommendations. Rationale for your position would be appreciated. Thanks



Read Answer Asked by John on December 30, 2024
Q: I have the above stocks on my watchlist. They are all coming into the range that you have suggested in the past. Do you think they are buyable at current prices, APP for medium term, the others medium to long term (SOBO long term) which order would you add, and what percentage of the portfolio would you be comfortable with as a starting position? Thanks!
Read Answer Asked by Kim on December 17, 2024
Q: Hi Team,
What would be some of your best ideas in the small/ mid cap space today either US or CND that you see having the best potential over the next decade (medium risk). Or alternatively if I wanted to play it safer what US based etf would be suitable to play the theme here assuming small and mid caps will show outperformance in the next few years? I am leaning towards the US sector as outperforming canada at least in the next few years.

Shane.
Read Answer Asked by Shane on December 09, 2024
Q: Can you please provide a list of top 5 mid/small cap names ( US and CDN) to purchase now?

Also top mid/small cap ETFs in US and Canada?

Thank You.
Read Answer Asked by Ava on December 03, 2024
Q: You seem to be recommending these three stocks in some of your recent replies. Can you please rank them in order of highest projected or potentially growth over the next three or four years, as well as suitable entry prices? I appreciate your time.
Read Answer Asked by William on December 02, 2024
Q: 2025 just around the corner so looking to ensure I have the right exposure to stocks that can outperform the index. Which would be your top 3 stocks out of the group?
Read Answer Asked by Sal on November 30, 2024