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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: In a recent answer 5i described CELH as ‘interesting’.
I am down 30% in an initial position and planning to bring it to a full position over time.

Questions:
1) For an 8-year holding period, what is the risk of loss of capital on this company? I am fine with volatility if fundamentals are solid, but I am not fine with permanent capital losses in registered accounts(!)
2) Would 5i consider it prudent to continue accumulating this name over the next 12 months for an 8-year hold?
Thank you.
Read Answer Asked by Trevor on June 27, 2024
Q: Like every investor, I'm trying to maximize growth while minimizing risk.
Of the following stocks, which do you believe provides the optimal combination of safety AND growth over the next 3-5 years? Please rate each for risk/growth on a scale of 1-10: LLY, ULTA, CELH, BKNG and NXT. Thank you.
Read Answer Asked by Maureen on June 26, 2024
Q: Do you thing Small/Mid cap companies will do well in next 2 to 3 years?

What are your top 5 Canadian and US names in this space that you would buy today?

Thanks
Tim
Read Answer Asked by Timothy on June 26, 2024
Q: pCELH seems to be in a good sub-category of consumer discretionary focussed on fitness, weight loss, and wellness.

They seem to have a good advertising and social media strategy: https://www.brandcredential.com/post/unveiling-the-celsius-marketing-strategy

The recent distribution deal with Pepsi-Co should bring new growth opportunities, and all financial metrics look great.

I was really interested in this company until I heard the Celsius management team speak to investors on a recent investor call (Everecore ISI). They did not sound very mature or well prepared.

Putting that aside, would you see any problem to own both monster, and Celsius since they are going after different demographics? Is Celsius the Lululemon of energy drinks - possibly minus the management team?
Read Answer Asked by Michael on June 25, 2024
Q: Hello.

Would you please provide your top 10 investments for TFSA Accounts with a brief explanation - 5 Canadian and 5 USA without concern about diversity.
This is for a long term hold.
Thanks,
Catherine


Read Answer Asked by Catherine Ann on June 25, 2024
Q: Hi 5i

What would be your top 5 undervalued US growth stocks with good fundamentals that you would buy for a 5 year hold?
No specific sector required.

Thanks for all you do!
Read Answer Asked by Josh on June 17, 2024
Q: Morning,
Looking for growth idea for US stocks. Have some money to add to 1/2 position in either CCJ, BWXT or something else you recommend.
Already have full position in CELH, VRT,PLTR and PWR. Trimming NVDA
Thanks for this service
Read Answer Asked by Craig on June 10, 2024
Q: Hi 5i Team,
I will be adding to one or more to small existing positions in either VRT, CELH, AMZN, BKNG, and or NXT. Could you please list in order of preference for addition at this time and considering a decent time frame and high risk tolerance. A short comment on the pros and cons of each would be appreciated.

Thanks in advance.
Read Answer Asked by Bob on June 07, 2024
Q: You have often noted your preference for investing in stocks exhibiting positive momentum. Do you promote this strategy to obtain the best price for the stock - i.e. not buying a failing knife or to ensure that the stock being purchased has a solid following with other investors and therefore a "good future"? I reference CELH and VRT in this question in order to determine the best way to purchase these stocks as both have been declining significantly for a short time ( although I think any volatile stock could be used). There is no question in mind that I want to buy both. Normally, I would wait to see their prices turn north before buying but both have shown in the past that a 10% - 20% one-day rise is not impossible. So is a partial buy-in called for here and risk missing in on a one-day big jump? Or is it best to see positive momentum first in case the stock isn't coming back?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on June 05, 2024
Q: Can you please comment on FIVE and your recent thoughts on its most recent quarter. Do you think the recent decline in price is an attractive entry point? Or do you have other ideas/recommendations that you have higher conviction in. Thanks so much!
Read Answer Asked by Justin on May 15, 2024
Q: All of the above companies have now reported thier respective quarterly results in the last two weeks and their respective prices adjusted accordingly.

I appreciate that all have been suggested by 5i in response to numerous and varied questions. Based on your overall assessment, the recent results and forecasts and their respective pricing as of todays date, would you be able to rank them for acquisition together with a brief comment please.

Regards,

Terry
Read Answer Asked by Terry on May 13, 2024