Investment Q&A

Q: Hi Team,
I have become interested in CELH, as I have seen you mention it several times as a US small cap favorite. Unfortunately I have just been watching it "run away" from me as it continues to rocket higher daily it seems. I was wondering if you could elaborate a bit more on what you like about the company, growth expectations and potential, catalysts, and if the share price rise seen this year is justifiable? ($3 - $65 seems a bit crazy!) From what I have read off the website its technology in being able to burn fat seems quite intriguing. I am now tempted to go and try it myself. Do you know if it is being sold at various locations across Canada or just online? Thanks for your input.

Q: Hello 5i
I'm hearing a lot of chatter about small caps having good growth prospects going forward. I believe you like IWO for US small caps.
Can you suggest 5-6 of your favorite US stocks to hold as a basket of small caps instead of IWO if one wanted to own stocks directly.
Thank you so much!!
Dave

Q: Good Morning 5i Team,

Can you please give me your thoughts on Digital Turbine going forward. I have done very well on this stock (unlike a couple of other high-risk plays!), as my purchase price was under $9. I know you used to own it, but I believe you have moved on. APPs is only a 2% position in my portfolio, but I'm wondering if it's time to jump on the next elevator going up. I know you don't like to sell your winners, but do you think there are a few other names out there with high-flyer potential. Would CELH be a replacement or possibly SPT? Thsnk you!

Brad

Q: Hi, This is a list of potential momentum companies that you had suggested to another member. When I go into the 5i profile for each one, they all have negative P/E's except BKNG.
Am I reading this correctly - are they all losing money?

Q: Hi, Would like to start a small cap pool of potential high growth companies in Canada and US. What would be your picks? I have started with XBC and AT..
What would the recommended holding time be? so far my general mistake has been to give up on small cap stocks too early during periods of lull..AT is a good example I quit too early and missed a 10 fold increase and now I am back in..TSLA is another great miss for me not a small cap though.. Thank you.

Regards,

Shyam

Q: Do you have 3-5 suggestions for small cap US growth stocks ?

Q: With soft drink sales lagging at Pepsi and Coke, what’s taking them so long to jump on Celsius? With Celsius shooting up the way it has the past year, do you think much of a premium to today’s price would still be required for the deal to be made?

Q: What are your top us and canadian stock picks for growth that you would buy today.

Q: Happy New year 🥳.
Could you name 3 to 5 Canadian and US high growth momentum stocks that you feel would likely do well in 2021 irrespective of size, industry etc. Also, could you include in that list one of your favourite high growth silver producer?
Thank you

Q: Hello team,

What is really behind CELH growth since you mentioned it back in October?

Is this a post-covid play when gyms will be open again for people to exercise and enjoy their energy drinks together?

Would you please expand on your liking of this company, its fundamentals, and its growth potential. Do you think it makes a good takeover candidate? Will you just buy at current prices or do think there may be a meaningful pull back along the way?

Thank you and Happy 2021!

Q: Good afternoon, I am wondering if you could provide 4 or 5 top Canadian or American non-tech suggestions for our 2021 TFSA purchases. I noticed Xebec in one answer but would this be considered "tech"? I also have a second question. I sold half my shopify some time ago and of course, it has continued to run up. Would you trim again or would you just enjoy the ride at this point?
Thanks, Rod

Q: can I get your top 3-5 growth picks excluding the tech sector at this time?

Q: What would be your top 3 non-tech US growth stocks? Thanks

Q: Is CELH in any way comparable to Monster Beverage Corp which has amazing stock price performance ? Is it a good time to add ZM ? Would SHOP, JD , KXS enjoy a significant benefit from the RCEP , China & EU market opening investment pact ? What are those companies ( if any ) would benefit ? Thanks a million ? Happy New Year.

Q: Hi there,

If you were to build a US growth portfolio today of12 to 15 names, what names would you select?

Thanks!

Q: Hi,
Question 1: When do you plan to add the new positions in the growth portfolio? If you can't share that information, would you be able to share the short list of what you are considering?

Question 2: If you were able to add US positions what would they be?

Thanks again for your wonderful service and happy holidays.

Q: Could you please recommend 10 US and 10 Canadian stocks which have a good upside potential of approximately 50% increase in stock value during next 6 months

Q: What are your top five Canadian and top five US small cap growth companies in terms of reward to risk, for a 5 year timeframe?

Q: Could you please rank your top 10 favourite growth small cap names (US, Canada, or elsewhere). Could you please also rank those same names in terms of lowest risk to highest. Thanks as always to the entire team for your unbelievable service.

Q: I have done well with Canadian micro and small caps over the past 25 years , in large part because that is where I have found the biggest growth opportunities as the share prices are often not at all reflective of the actual and potential earnings. There seems to be far fewer opportunities in Canada (ex commodities) to make largish investments ( minimum of $50,0000) and am looking to American micro and small caps. From your experience would you say that there are much more opportunities to find bargains in the US exchanges or are American investors more aggressive and bigger risk takers so that there is less mispricing?
Tangentially, it would be educational for me to see how the 5i team goes developing a thesis for purchasing a stock.
Thanks.