Q: Which stock do you better going forward for industrial exposure between VRT and ATS. I own WSP, TRI, and TFII already in this sector. Thinking of adding one of the two to either my TFSA or non registered account. Thanks.
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Investment Q&A
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- Preformed Line Products Company (PLPC)
- Vertiv Holdings LLC Class A (VRT)
- MDA Space Ltd. (MDA)
- Doman Building Materials Group Ltd. (DBM)
- Target Hospitality Corp. (TH)
Q: Hi !
I am looking for an industrial stock for my TFSA. Strong growth in a short period of time is the objective.
What do you think of Target Hospitality (th-q), Vertiv (vrt-n), Preformed Line (plpc-q), MDA Ltd (mda-t), Doman Bldg (DBM-t) ?
Any other suggestion ?
Gratefully yours,
JD IDS
I am looking for an industrial stock for my TFSA. Strong growth in a short period of time is the objective.
What do you think of Target Hospitality (th-q), Vertiv (vrt-n), Preformed Line (plpc-q), MDA Ltd (mda-t), Doman Bldg (DBM-t) ?
Any other suggestion ?
Gratefully yours,
JD IDS
Q: Dear 5i
The mean analyst recommendation in Yahoo finance is 1.8 whereas in 5i s website under market data it shows 1.22 for VRT . I assume the market data you show thru your website has more accuracy and therefore more validity . Is that a safe assumption .?Out of curiosity where does your market data come from anyways ?
Thanks
Bill C
The mean analyst recommendation in Yahoo finance is 1.8 whereas in 5i s website under market data it shows 1.22 for VRT . I assume the market data you show thru your website has more accuracy and therefore more validity . Is that a safe assumption .?Out of curiosity where does your market data come from anyways ?
Thanks
Bill C
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- United Rentals Inc. (URI)
- TFI International Inc. (TFII)
- Axon Enterprise Inc. (AXON)
- CrowdStrike Holdings Inc. (CRWD)
- Vertiv Holdings LLC Class A (VRT)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: This question has been asked many different ways and times. I am looking for 10 of your highest conviction, long term growth [5-10years] stocks - Canada or US, any sector - with target entry prices and short blurb on what distinguishes them.
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- CrowdStrike Holdings Inc. (CRWD)
- Vertiv Holdings LLC Class A (VRT)
- Duolingo Inc. (DUOL)
Q: 5 from 5i Tech is Going to Get Much Bigger
Very well articulated article. Based on this article what would be your top 3 picks to invest in the tech market.
Wayne
Very well articulated article. Based on this article what would be your top 3 picks to invest in the tech market.
Wayne
- Apple Inc. (AAPL)
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- AbbVie Inc. (ABBV)
- Salesforce Inc. (CRM)
- JPMorgan Chase & Co. (JPM)
- Eli Lilly and Company (LLY)
- Merck & Company Inc. (MRK)
- Morgan Stanley (MS)
- Prudential Financial Inc. (PRU)
- Ulta Beauty Inc. (ULTA)
- Take-Two Interactive Software Inc. (TTWO)
- Vertiv Holdings LLC Class A (VRT)
- Duolingo Inc. (DUOL)
Q: Long term holding and price appreciation of AAPL and NVDA has led to a U.S. portion of a registered portfolio weighting of 28% and 17% respectively. I'd like to take some profits on these positions and trim these weightings to diversify. Please provide your top suggestions for replacements to consider in Health, Consumer, IT, Communication, and Financial sectors with a timeframe of 10years+
- Medical Properties Trust Inc. (MPW)
- Axon Enterprise Inc. (AXON)
- CrowdStrike Holdings Inc. (CRWD)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
Q: Hi Peter and Team
Now that the "B" word has been mentioned in reference to MPW I guess my buy and hold approach does not work this time. Could you suggest two or three possible stocks that could help toward a 60% recovery of funds in my RIF account .
Thanks
Now that the "B" word has been mentioned in reference to MPW I guess my buy and hold approach does not work this time. Could you suggest two or three possible stocks that could help toward a 60% recovery of funds in my RIF account .
Thanks
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- AbbVie Inc. (ABBV)
- Eli Lilly and Company (LLY)
- United Rentals Inc. (URI)
- Ulta Beauty Inc. (ULTA)
- Vanguard FTSE All-World ex-US ETF (VEU)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Reliance Inc. (RS)
- Vertiv Holdings LLC Class A (VRT)
Q: hi,
according to portfolio tracking and analysis, I am short on basic materials, consumer cyclical, health care, industrials. im also quite short US and international equities. I prefer equities with dividends that are growing, and has some capital appreciation/growth as well. with this in mind, can you provide your top few picks in each sector please. much appreciated. chris
according to portfolio tracking and analysis, I am short on basic materials, consumer cyclical, health care, industrials. im also quite short US and international equities. I prefer equities with dividends that are growing, and has some capital appreciation/growth as well. with this in mind, can you provide your top few picks in each sector please. much appreciated. chris
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Super Micro Computer Inc. (SMCI)
- Vertiv Holdings LLC Class A (VRT)
Q: I am interested in getting into the AI sector. What are your suggestions for something reliable and affordable?
Q: Which do you like more vrt or pstg, i own smci and want to add another. Dave
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Pure Storage Inc. Class A (PSTG)
- Vertiv Holdings LLC Class A (VRT)
Q: Everyone. AI is at the beginning of a great breakout in many industries. AI is in exponentially growth period and the early adopters will benefit but the biggest beneficiaries are yet to be identified. I didn’t understand the benefits of MSFT or APPL in their pre-real growth stages. Will AI change the stock market in a profound way the humans will not be involved ie the human stock pickers. What tech areas should I look for be looking for or are they in my view already? Should we believe in the large cap tech stocks will continue to lead, or buy, the AI technology revolution? Clayton
- goeasy Ltd. (GSY)
- WELL Health Technologies Corp. (WELL)
- Perion Network Ltd (PERI)
- InMode Ltd. (INMD)
- Vertiv Holdings LLC Class A (VRT)
- Lumine Group Inc. (LMN)
Q: Good day guys ..
small and mid cap stocks getting crushed here.. what names are appealing to u right now for 3-5 year holds .
thx
Mark
small and mid cap stocks getting crushed here.. what names are appealing to u right now for 3-5 year holds .
thx
Mark
- Information Services Corporation Class A Limited Voting Shares (ISV)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Perion Network Ltd (PERI)
- InMode Ltd. (INMD)
- Vertiv Holdings LLC Class A (VRT)
Q: Like everyone else I suppose I am looking for the next great idea. Is there a company or two on your radar that is impressing you with their performance/growth outlook? Maybe tempting you to initiate a report on? Bonus points if it is already profitable, and/or approaching 1 B market cap. Double bonus points if you could see the possibility of them initiating a dividend one day. Just looking to build a short list for further investigation before next year’s TFSA contribution. Thanks so much.
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- GLOBAL X FDS (BOTZ)
- Super Micro Computer Inc. (SMCI)
- iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
- Vertiv Holdings LLC Class A (VRT)
- ARK Autonomous Technology & Robotics ETF (ARKQ)
Q: In my previous question, I asked for recommendation for a few AI-related stocks. Your response to my question included a link to a page that contains individual AI-related stocks. I clicked on it, but the link didn't work because of an invalid url.
Would you please either provide the names in your reply or send me another link with a valid url.
Cheers,
H
Would you please either provide the names in your reply or send me another link with a valid url.
Cheers,
H
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- INVESCO QQQ Trust (QQQ)
- Vertiv Holdings LLC Class A (VRT)
Q: So here's my predicament. Over the past many years my portfolio largely reflects NASDAQ returns but has much more volatility. I'm thinking of just buying a bunch of QQQ (or XQQ) so I worry less about the volatility while still getting similar returns. I still like picking stocks and was thinking of holding most of my tech in QQQ while trying to pick a few tech stocks to 'juice' returns. If you were to pick 5 NASDAQ stocks that might outperform the NASDAQ over a mid-long timeframe, what would they be? Note these can include large caps (MSFT, NVDA) or anything else.
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Super Micro Computer Inc. (SMCI)
- Vertiv Holdings LLC Class A (VRT)
Q: If you wanted to take a position in a stock in the AI phenomenon what would be your top 5 picks. Could please indicate the reasons for your choices.
- Adobe Inc. (ADBE)
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- AbbVie Inc. (ABBV)
- Salesforce Inc. (CRM)
- Honeywell International Inc. (HON)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Roku Inc. (ROKU)
- L3Harris Technologies Inc. (LHX)
- Vertiv Holdings LLC Class A (VRT)
- Lantheus Holdings Inc. (LNTH)
Q: Hi Team,
Shop is falling again today despite earnings beats and price target increases across the board. Is it a good time to buy the shares from todays profit takers? Also in general do you see this market sell off sparked by the fitch downgrade of the US credit rating a buying opp? There has been some brutal sell offs over the last 2 days. Which names would you be looking to buy in this weakness? Thanks
Shane
Shop is falling again today despite earnings beats and price target increases across the board. Is it a good time to buy the shares from todays profit takers? Also in general do you see this market sell off sparked by the fitch downgrade of the US credit rating a buying opp? There has been some brutal sell offs over the last 2 days. Which names would you be looking to buy in this weakness? Thanks
Shane
Q: Could you comment on what has happened with VRT to go from having too much debt to consider in April 2022 to now one of your top picks for US mid cap?
Thanks
Thanks
- NVIDIA Corporation (NVDA)
- goeasy Ltd. (GSY)
- Exchange Income Corporation (EIF)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Perion Network Ltd (PERI)
- Extreme Networks Inc. (EXTR)
- InMode Ltd. (INMD)
- Boyd Group Services Inc. (BYD)
- Vertiv Holdings LLC Class A (VRT)
- Lantheus Holdings Inc. (LNTH)
Q: With US inflationary concerns (hopefully) receding and the Fed finally pausing on US interest rate hikes (again hopefully) I'm hopeful the US market strength will broaden from some of the mega cap names like NVDA down to more mid-cap opportunities. Are there any mid ($2.5-20bn market cap) names you like currently/would suggest? (US or Canadian)
Q: What is your opinion on Vertiv (VRT)?
A buy or not?
Thank you.
A buy or not?
Thank you.