Q: Can you update your opinion on SOFI please? I know it was spoken of positively and rose near $18. How does it look to you at $10+? What would cause you to start a position and at what price? What do you consider to be fair value?
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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.
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Intuitive Surgical Inc. (ISRG)
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Crocs Inc. (CROX)
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Freshworks Inc. (FRSH)
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Construction Partners Inc. (ROAD)
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Shift4 Payments Inc. Class A (FOUR)
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Celsius Holdings Inc. (CELH)
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Snowflake Inc. Class A (SNOW)
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Cantaloupe Inc. (CTLP)
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Genius Sports Limited (GENI)
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SoFi Technologies Inc. (SOFI)
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Cellebrite DI Ltd. (CLBT)
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ReposiTrak Inc. (TRAK)
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Nebius Group N.V. (NBIS)
Q: Hello Team,
Are you able to rank (1 to 13) the above companies on which ones you would purchase today based on pullbacks and who you think has the most upside over the next 2-3 years. Thanks.
Are you able to rank (1 to 13) the above companies on which ones you would purchase today based on pullbacks and who you think has the most upside over the next 2-3 years. Thanks.
Q: I find the pace of disruption and innovation in the fintech space is evolving very rapidly so its hard to pick winners. What do you think of SOFI as a long term position. Quality of management, business moat , growth profile, competition, risk of disruption?
Thanks.
Thanks.
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Zedcor Inc. (ZDC)
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kneat.com inc. (KSI)
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Vitalhub Corp. (VHI)
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Freshworks Inc. (FRSH)
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Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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Docebo Inc. (DCBO)
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Shift4 Payments Inc. Class A (FOUR)
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Cantaloupe Inc. (CTLP)
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SoFi Technologies Inc. (SOFI)
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D2L Inc. Subordinate Voting Shares (DTOL)
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ReposiTrak Inc. (TRAK)
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Nebius Group N.V. (NBIS)
Q: Hello Team,
I am looking at adding a half position of one of the above companies in my TFSA. Can you please rank them in order with the most potential return over the next 3 years. Thanks
I am looking at adding a half position of one of the above companies in my TFSA. Can you please rank them in order with the most potential return over the next 3 years. Thanks
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Goosehead Insurance Inc. (GSHD)
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Freshworks Inc. (FRSH)
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Construction Partners Inc. (ROAD)
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Shift4 Payments Inc. Class A (FOUR)
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Cantaloupe Inc. (CTLP)
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SoFi Technologies Inc. (SOFI)
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Cellebrite DI Ltd. (CLBT)
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ReposiTrak Inc. (TRAK)
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Nebius Group N.V. (NBIS)
Q: Can you provide a short list of small or mid cap US stocks that you would recommend?
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Nasdaq Inc. (NDAQ)
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Bank of America Corporation (BAC)
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Goldman Sachs Group Inc. (The) (GS)
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Intercontinental Exchange Inc. (ICE)
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JPMorgan Chase & Co. (JPM)
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M&T Bank Corporation (MTB)
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BMO Equal Weight US Banks Index ETF (ZBK)
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SPDR S&P Regional Banking ETF (KRE)
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S&P Global Inc. (SPGI)
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MSCI Inc. (MSCI)
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GLOBAL X FDS (FINX)
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Citizens Financial Group Inc. (CFG)
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Western Alliance Bancorporation (DE) (WAL)
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Truist Financial Corporation (TFC)
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ARK Fintech Innovation ETF (ARKF)
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SoFi Technologies Inc. (SOFI)
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Fiserv Inc. (FI)
Q: Ignoring any crypto implications (I am decently invested in that area), do you think liberalizing the financial regulations in the US is likely to produce outsized short to medium term gains in that sector? If so, can you recommend a couple of solid names, a couple of speculative names and a couple of ETFs. Thanks again for the great service.
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Intuitive Surgical Inc. (ISRG)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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WELL Health Technologies Corp. (WELL)
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Crocs Inc. (CROX)
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Freshworks Inc. (FRSH)
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Docebo Inc. (DCBO)
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Vertiv Holdings LLC Class A (VRT)
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Shift4 Payments Inc. Class A (FOUR)
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SoFi Technologies Inc. (SOFI)
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Cellebrite DI Ltd. (CLBT)
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Westgold Resources Limited Ordinary shares (WGX)
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Nebius Group N.V. (NBIS)
Q: Hello Team, Seams like every couple weeks something in the world changes the script (Trump, Tariffs, Deepseek, etc). Can you please rank the above 12 stocks from best too worst for the next 2-3 years. No worries about size of company or industry. Thanks so much!
Q: Seems like the stock dropped due to the earnings but based on what the CEO said some big things will be happening in 2026 and forward, good time to buy the dip?
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Kraken Robotics Inc. (PNG)
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Vitalhub Corp. (VHI)
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WELL Health Technologies Corp. (WELL)
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Axon Enterprise Inc. (AXON)
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Shift4 Payments Inc. Class A (FOUR)
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SoFi Technologies Inc. (SOFI)
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Cellebrite DI Ltd. (CLBT)
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Nebius Group N.V. (NBIS)
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Sezzle Inc. (SEZL)
Q: Would you consider Revenue Growth the leading indicator of a companies liklihood to succeed and grow its share price provided properly managed?
Seems todays most successful stock market darlings have all had tremendous revenue growth albeit not necessarily Profitable during their early days of rapid Revenue growth.
If I were to look for 2 or 3 US and Canadian Mid Cap companies most likely to lead the rest of the market with staggering Revenue growth over the next 2-5 years which do you think these might likely be?
Seems todays most successful stock market darlings have all had tremendous revenue growth albeit not necessarily Profitable during their early days of rapid Revenue growth.
If I were to look for 2 or 3 US and Canadian Mid Cap companies most likely to lead the rest of the market with staggering Revenue growth over the next 2-5 years which do you think these might likely be?
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Datadog Inc. (DDOG)
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SoFi Technologies Inc. (SOFI)
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IonQ Inc. (IONQ)
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Mobileye Global Inc. (MBLY)
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Rocket Lab USA Inc. (RKLB)
Q: Two part question:
You are often asked to suggest 5 companies for a TFSA or for growth and are consistent in suggesting names like CLBT, TVK and NBIS. My question today would be for you to introduce five high growth companies that you are watching but not recommending from the US market. Can you please list companies that excite you but have not yet been mentioned here?
As part two, can you state what you like about each company AND what you are watching for before actively recommending? Take 2 or 3 credits or whatever is needed to provide a comprehensive answer please.
You are often asked to suggest 5 companies for a TFSA or for growth and are consistent in suggesting names like CLBT, TVK and NBIS. My question today would be for you to introduce five high growth companies that you are watching but not recommending from the US market. Can you please list companies that excite you but have not yet been mentioned here?
As part two, can you state what you like about each company AND what you are watching for before actively recommending? Take 2 or 3 credits or whatever is needed to provide a comprehensive answer please.
Q: A handful of months ago you were very luke warm about SOFI but it seems that has recently changed. What are your current thoughts on this stock's potential for high growth?
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Intuitive Surgical Inc. (ISRG)
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Aspen Aerogels Inc. (ASPN)
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IES Holdings Inc. (IESC)
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Shift4 Payments Inc. Class A (FOUR)
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Celsius Holdings Inc. (CELH)
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Upstart Holdings Inc. (UPST)
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SoFi Technologies Inc. (SOFI)
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Catalyst Pharmaceuticals Inc. (CPRX)
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TransMedics Group Inc. (TMDX)
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Nextracker Inc. (NXT)
Q: How would you rank the above listed companies today for a long term hold?
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Axon Enterprise Inc. (AXON)
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SoFi Technologies Inc. (SOFI)
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Cellebrite DI Ltd. (CLBT)
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Sezzle Inc. (SEZL)
Q: A while ago you guys offered up an interview with Chris and Peter. They were talking about the ideal stocks and why Peter selects them.
The recco from Peter during that episode was Axon and why it was so amazing. Well, everything Peter stated has proven to be right and stock is up close to 100%.
Does Peter have another stock he loves as much as Axon was loved during that interview?
With thanks
Sheldon
The recco from Peter during that episode was Axon and why it was so amazing. Well, everything Peter stated has proven to be right and stock is up close to 100%.
Does Peter have another stock he loves as much as Axon was loved during that interview?
With thanks
Sheldon
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Axon Enterprise Inc. (AXON)
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Aspen Aerogels Inc. (ASPN)
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IES Holdings Inc. (IESC)
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Shift4 Payments Inc. Class A (FOUR)
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SoFi Technologies Inc. (SOFI)
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Cellebrite DI Ltd. (CLBT)
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Catalyst Pharmaceuticals Inc. (CPRX)
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TransMedics Group Inc. (TMDX)
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
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 want to build a position in Sofi, is now a good buying point or would you recommend a price to buy at?
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Broadcom Inc. (AVGO)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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NextEra Energy Inc. (NEE)
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Vertiv Holdings LLC Class A (VRT)
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Palantir Technologies Inc. (PLTR)
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Snowflake Inc. Class A (SNOW)
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SoFi Technologies Inc. (SOFI)
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Constellation Energy Corporation (CEG)
Q: Hello,
Given the anticipated AI growth could you provide some names of companies with the largest short to long term growth potential in the following categories:
1. Chip Design
2. Data Processing
3. Business Application Design
4. Data Centers
5. Power Supply (for the Data Centers)
Thank you!
Given the anticipated AI growth could you provide some names of companies with the largest short to long term growth potential in the following categories:
1. Chip Design
2. Data Processing
3. Business Application Design
4. Data Centers
5. Power Supply (for the Data Centers)
Thank you!
Q: Hi, Could you please comment on SOFI earnings. Thank you
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The Walt Disney Company (DIS)
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Alight Inc. Class A (ALIT)
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DraftKings Inc. (DKNG)
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Celsius Holdings Inc. (CELH)
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JFrog Ltd. (FROG)
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Affirm Holdings Inc. (AFRM)
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Coupang Inc. Class A (CPNG)
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SoFi Technologies Inc. (SOFI)
Q: pleade rank the following list of stocks to sell : SOFI, AFRM, DIS, FROG, CPNG, ALIT, CELH, DKNG. Thanks"
Q: Sofi appears to be stagnant and going no where. Is it time to move on.
Thanks
Thomas
Thanks
Thomas
Q: Good Morning teams,
What will be the future growth above these companies?
Which one is best to invest?
Thx
What will be the future growth above these companies?
Which one is best to invest?
Thx