Investment Q&A

Q: Hi Folks,
I hold CELH in my non registered account. Would now be a good time to sell to harvest a tax loss. Also, would you buy it back after the 30 days or would you move on to something else. If moving on, can you recommend 2 or 3 other small cap names for me to look at?
Thanks

Q: While questions on FOUR go back to its going public over 4 years ago, you recently seem to have become more bullish on the company. Is that because it has become profitable or are there other reasons? The payment space appears to be very competitive and I wonder what FOUR has that the others didn't or don't have. Finally, your data source lists it as a tech stock but in previous answers, you suggest it is a financial stock. Do you have strong feelings as to its classification?

Appreciate your insight.

Paul F.

Q: Comments please on the latest quarter and guidance from FOUR.
Thanks
Rob

Q: How would you rank the above listed companies today for a long term hold?

Q: Good Mornings,

With much thanks to 5i, my winning stocks far outweigh my losers. However, I'm thinking of doing a little post election portfolio cleanup of two stocks.

Just trying to decide if I should consider cutting my losses on Aspen Aerogels and Transmedics, or if you think the analysts might have it correct and they are worth holding for another quarter or two?

I think I may have missed the boat on Axon, which I have deliberated about buying for two years. It has gone up so rapidly with the Trump win, that it may do some consolidating for a while.

If you have some small-mid cap suggestions that you think are showing good momentum and might be a replacement for ASPN and TMDX, please give me a few ideas. This could include Axon or any other sector stock, US or Canadian.

Thanks very much,

Brad

Q: I sold my full positions in APPL and NEE plus sold half my position in VERT this morning. I would like 2 good dividend payers with a growth metric, and 2 small/ mid caps for a 2-3 year hold.
Other positions currently held are: MSFT, SYK, AMZN, ISRG, GOOG, ABBV, JPM, PRU, AGX, CRS.
Thanks for all the above over the years. David

Q: Hello 5i
Could I have your current assessment of Shift Four? How would you rate it amongst its competitors?
Thank you
Dave

Q: Would you buy into the momentum of ASPN($16.98) , TMDX ($88.71) and CLBT ($11.85) at current valuations for a 2-year hold?

Can you provide 5 or 6 other stocks with similar growth profile in US or Canada?

How would you tank them?

Thanks

Q: Please provide an update on this security.
I hold it in my RRSP. It hasn’t done much, But I am a patient investor. Would you continue to hold?
Thank you kindly,

Q: Hi team,

Very much appreciated your solid reply to Brant this morning. I am sure most members are happy the way you run your site.

Grateful if you could provide, in order, your favorite U.S smaller caps for strong growth, indicating the level of risk of each in your view.

Take credits as you see fit.

Thanks again for the outstanding work,

Jacques IDS

Q: Sorry for asking another tech ranking but I read a question about some of your best ideas currently and I want to mesh with my current holding. Can you please rank the above stocks for purchase/hold today?
Thank you

Q: Could you formulate who are the direct competitors of Nuvei listed on North America stock market please?

Thanks

Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?

Q: Can I please get your comments on Shift4 Payments latest results? Thanks

Q: Would you buy EQB or FOUR right now? Or no preference?

Q: Hello 5i
What are your current top 5 US and CDN non-tech small-mid cap picks for growth?
Ranked would be appreciated.
Thanks
Dave

Q: These are all names that have come up recently in Q&As. Which one do you think has the most upside from here? If you had to pick one to own as part of a 10 stock portfolio which would you choose? Thanks.

Q: The magnificent 7 have had a nice run in 2023. Assuming that the market is broadening out, can you suggest around 5 to 10 US stocks and/or ETFs where money is rotating to. Medium risk stocks. Also what sectors should benefit in the next phase of the economic cycle?

Q: Hi,
Is it time to get out. What do you make out of today’s report. ? I am 35% down. Buy, sell, hold.
Thanks. Alnoor

Q: Looking for a few stocks that have been beaten up that are good opportunities for rebound over the next 6 months...perhaps 3 canadian and 3 US...thanks.