Investment Q&A

Q: Good Morning
Your answer to a recent question regarding the difficulty selling your losers certainly hit home with me. I had bought ARKK pretty much at the peak buying into the Cathy Wood hype and also placating my need to not miss out on the next “Big Thing”. The fund as you know invests in many new innovation and concept stocks.
Would you endorse a switch to something like Celsius? You have been positive on this stock months ago and I wished I pulled the trigger then.
Thank you

Q: Hi team,

In your reply to Ric this morning, you provided an interesting list of Canadian agressive growth stocks.

Could you provide a list of aggressive US growth stocks ?

Gratefully,

Jacques IDS

Q: Would you be able to provide me with a list of 3 CDN and 3 US stocks that you expect to have a significantly better overall return in the next 12-36 months than BEP and a brief comment on each as to why?

Please deduct as many credits as required,

Thanks,

Terry

Q: In a recent answer, 5i suggested that CELH may be a multi-bagger “ IF, and only IF, it follows MNST’s pattern of market-share gains and profitability. “ Could you please describe MNST’s business model of market gains and profitability? To date, how close has CELH matched MNST’s playbook, accounting for time in the market? What are the key attributes that CELH needs to build/hone/display, in order to match MNST’s playbook?

Q: Many thanks for Celsius , literally bought the last 2 at Local 7Eleven shelf empty !
Learned about this availability from Tik Tok and my Teenage Daughters
All the rage with a very Important Demographic .
Just the beginning of Worldwide expansion.
How do we know if this just a test into market or Costco. Amazon and Walmart etc.. on deck ?

Greg

Q: Given that you chose 4 Canadian companies in response to my earlier question, as a follow up question, would you kindly pick 4 US stocks that you believe could increase in value by 1000% over the next 10 years. Each must have a current market cap of at least $750M. Please provide a short reason for selecting each stock. Thank you.

Q: I have recently received $100,000 and as I have maxed out my TFSA, RRSP and RESP contributions for 2024 I will be depositing this into my cash/taxable account. I am looking for tax-efficient growth stocks. As capital gains are taxed lower I am looking for growth with no or low dividend.

Can you suggest 5 - 6 companies?

Thanks for your help,

Mike

Q: I currently hold all these stocks, with the exception of elf. I came up with the thanks in large part to 5i as these are names that have come up in various Q&As. If you had to pick only 10 to hold long term (which for me is 1 year), what would be your ten? The 10 should be those that are the best expected performs regardless of diversification or risk. Just the top 10. Alternately., would you suggest holding them all but with different weightings and if so please comment on a suggested weighting.

My plan was to hold 10 with 10% in each but I’m not married to that idea.

Thank you kindly.

Jason

Q: My wife owns the stocks above. She is looking to add 1 to 2 more stocks in the new year. Can you recommend a couple us and Canadian?

Q: Following a recent question about a Canadian TFSA account. For a growthy TFSA contribution for 2024, which U.S. companies would you recommend ? Please rank based on potential gains for a 3-5 year period, with a brief comment on each one. Moderate to high(ish) risk is fine.

Enjoy the Holidays,

Jacques IDS

Q: Hi, I have a large capital gain from TMO which I have held for many years. I plan to sell some of this to offset some capital losses. Which alternative company(ies) would you recommend to replace it? I am principally interested in holding stocks for growth.
Geoff

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: I have the above stocks in my TSFA account. All about equal weighted. Which stock would you add the $7000 2024 contribution to?

Or do you not favour any of the above and have another suggestion?

Thanks for everything and happy Holidays to everyone.

Dave.

Q: What does the outlook look like for these 3 stocks, how do their fundamentals compare and if you could only pick one, which would you choose? Thanks.

Q: I was interested in your reply to Ronnie today (14th) on U.S. growth suggestions. As individual securities you suggested IBKR, LPLA, CELH, CROX, DUOL. If I was to add HEI, ADI and ULTA to that list could you rank all 8 for say 5 yr pure growth potential and then re-rank if one was seeking a balance of both growth and safety? Thank you.

Q: The U.S. is growing much faster than Canada. Canada’s much slower economic growth relative to the U.S. seems to be related namely mortgage debt, Given this situation, can you suggest 1) Individual U.S. stocks for capital gain 2) Individual U.S. stocks that pay dividends, and 3) U.S. ETFs? Thank you

Q: Hello Peter,

After Fed Powell's update today, is it reasonable to push the pedal for a Santa rally into the new year? If so, what sectors in the US would you look at? Would you look at anything in Canada at all? Any stock suggestions for a 'rational exuberance' would be most welcome.
Looking forward to your perspective.

Regards

Rajiv

Q: Has FVRR established itself as a company with potential exceptional growth in the unique niche of the Gig economy (showing up on lists of 2024 recommendations)? Who are the major competitors? Does CELH have strategies/potential to significantly expand its marketshare within and beyond North America? Do you consider FVRR and/or CELH to be above average growth stocks?

Q: Further to Terry’s question today about celh, can you please comment on what makes this name a stand out? Financials seem to show “popping” earnings growth so I get that as one thing to like. Do you have any concerns that tastes for a drink can change quickly (I want to say fizzle out…I will have to try the drink. Thanks.

Q: I am looking at starting some new positions (3) in an unregistered portfolio – and doing so without regard to diversification or taxation – simply the best combination of a trio of stocks that based on current evaluation and their prospect for the greatest total return over the next 2-3 years.
I have reviewed your current answers over the last few weeks to a variety of similar questions and from your answers have identified a list of the stocks from those answers that I currently do not hold:
BN, DOL, DSG, EQB, DCBO, TFII, HEI, ODFL, SAIA, BKNG, ISRG. AXON, BRK.B, LLY, X, CPRT, ULTA, URI, DIR.UN, AW.UN., HPS.A, FIVE, PM, EIF, ENB, NEE, ABBV, TSLA, TOU, CELH, VRT, GLXY
Which trio (or Quartet, if you prefer!) of stocks would have your strongest conviction.

Thanks,
Terry