Investment Q&A

Q: If as Satya Nadella says we are moving from being chip constrained to power constrained, what are the best stocks to play this theme? Would you look to data center power and cooling innovators or renewable energy and storage companies or something else?

Q: Hello 5i,

We are in sync with the theory that hardware stocks will slow down and software will be the next phase. Which stocks from this group would you purchase today if not owned. We will assume that those not mentioned may be purchased on a pull-back. Of the list, are there any stocks that you would swap out for another stock?

WMT, NVDA, VRT, FTNT, GDDY, EVLV, SPT, UEC, FFIV, PYPL, SYM, BMY, LLY, APPF, ARM, MNDY, ORCL

Thank you for your help.

D&J

Q: let's take as given that we've entered in the new IA era. And suppose we are interested to invest in a small cap enterprise of this sector at the beginning of its promising journey, what is the two names you would recommend?

Q: Good Morning

We own the above US stocks and would like to add one more

Looking at adding either wallmart or celistica

Which would you choose of these two?

What other US stock or stocks do you find interesting for 2025?

Thks
Marcel

Q: Hi,

I have speculative positions in SOUN and SMCI. Both of them are raising capital and SMCI has been dropped from Nasdaq100 as well. I would like your opinion on this capital raise and the companies in general; independent of my view.

I think SOUN stock price is being pumped and it would be prudent to exit the position and wait for share dilution to happen before entering again.

As far as SMCI is concerned, I think that the company is trying to come clean and start afresh. Even then I am a little suspicious. I also think that the exit from Nasdaq100 had been priced in and should not contribute further to the slide. And that they are raising capital is indicative of a strong order book. It is a matter of establishing credibility and feel it would be rewarding to give them a chance..

How would you deal with these two? Buy or Sell? Since these are speculative positions it is not just a Hold into the year end rally (hopeful).

Regards

Rajiv

Q: I am interested in increasing my position in Well, Terravest and Vertiv. Have the fundamentals changed in any way that would serve as a red flag affecting these stocks performance going forward. What would you consider buying at their current price or wait for a pullback.
Thanks
Dan

Q: Hi,
I'm wondering if you can shed any light on why VRT's price has become more volatile lately - any geopolitical concerns, or maybe new competition? It has been a bit surprising lately.
Many thanks for all your great input!

Q: Hi,
Can you suggest 5-10 stocks with high growth potential for a holding period of 5+ years.

Thanks

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?

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: Hello Team,

My TFSA is currently not getting the returns I'm hoping for, can you please rank the above companies to purchase today in a TFSA account.

Also if you feel strongly about any other high growth stocks I'm missing pls include 2 or 3 additional ideas.

Thanks!

Q: Hello

Vertiv Holding stock dropped yesterday 10%, apparently, after it was reported that an Independent Director, Steven Reinemund sold 100,000 shares on Nov 20 at an average price of $137. But it was also reported that he still holds 268,333 shares.

You also mentioned about a suit filed against the Co, Friday last week, which, in your view is not material.

We sold our holding earlier this year and intend to take advantage of the drop to restart a position at current level ( $132-133), for long term, due to Co's unique place in managing the data centre infrastructure.

What do you think ?

Thank You

Q: I purchased VRT today before a big drop. It was a limit order. The stock is down by 5% approximately. Are there any reasons for such drop?

Q: Hello
I have a large cash position at 19% & would like to allocate 15% now through to Q2 2025.

What would 5is recommendations for Tech,, Comm Services, Industrials and "any misc."Momentum" plays Top 3 USA & CDA for each would be great.

*Assume 4+yr holds

Q: 1) My 20 ry old son wants to invest his money and seems to have high risk tolerance.. I'm generally more confident in the US mkt rather than the CDN. Is he better off...
a) transferring his CN money into US and taking the 24% hit and selling in 10 years the exchange rate might be...?
b) buying US stocks in their CDN version which is usually hedged?
c) or buying a US stock in a CDN acct and losing the exchange fee when buying and selling?

2) Can you pick 6 stocks that you think should do well for the next 5 years?

Q: Dear Peter et al:

I know you don't like to predict and set price targets. But with VRT/NVDA on a tear, surely one has to have a floor and a ceiling price target? I know they are your high conviction long term favorites.

I ask this question with a specific trade strategy on mind. Take a position with say 200 shares. Write a call, just one contract each. Even if one gets called away, I will have the other 100 shares to capture the price appreciation.

Any words of wisdom on this strategy? Price targets?

Thank you for your answer.

Q: What are your current top 5 US and Canadian growth and value stocks to purchase for long term?
Thanks

Q: I have some cash that I would like to put to work and I have small positions that I would like to reduce. My main objective is growth with a bias towards low beta equities at this time in my work life. I am about 4 years away from my planned retirement.

These are most of my held equities along with weightings. NVDA 13.3% CSU 6.4% BN 6.4% SAN 5.4% SHOP 4.8% CRWD 4.3% TOI 3.8% VRT 3.4% ENB 3.2% BIP-UN 2.6% BEP-UN 2.3%. The following are 1-2% positions 13.5% as group; COST TD ATZ BNS AMZN TTD PANW PRL BRK.B. The rest are< 1%/each approx 10% as group BCE ASML HPS-A TMDX ISRG TMO GSY ASPN DELL SNOW NXT.

I plan on continuing to hold most of these positions including the smaller positions (<2% positions). I would like to reduce the number of these smaller holdings.
Could you please rank these smaller positions with the keepers at one end of the spectrum to goers at the the opposite end of the spectrum.

Thanks for this.

Q: Hello 5I. I’m at break even with Smci. Should I hold or move on and catch the next train up?
I presently hold NVDA,AXON,VRT. I’ve done very well with the other three, thanks to your us side suggestions. If I move, what would be your picks.
Thanks again for your great work
Maurice

Q: I am down 1/3 in ATS in a TFSA and want to move into something with some momentum.
Please provide a handful of suggestions for a growth name I can buy and forget in the short term.
Any sector. Canadian and US, but US preferred. I may also consider a growth-oriented ETF that might prove low-maintenance for the next 10 years.
Thank you in advance, your input is always appreciated and certainly helpful.