Investment Q&A

Q: All things being equal would you initiate a position in these companies at todays prices.If not at what price would you purchase each.

Thank you very much.

Q: Time to clean up my tech holdings. Can you please rank them for a 3-5 yr hold. Need to get rid of 1 or 2 and maybe trim some others. Thank you

Q: In January you suggested a portfolio for 2025 could look like the one noted below. I’m 90% invested. position size is a high of 5% (full position) and 2.5% (half position) depending on my perception of size/risk. Based on the current climate, I lowered Nvidia is down to 3.5% - anything you would modify today? 5i - a mix of quality Cdn. and US stocks, with a lean to growth: GOOG, NVDA, VRT, CLBT, AXON, JPM, RTX, CRM, NBIS, ISRG, BKNG. CSU, TRI, BN, WSP, WELL, GLXY, CLS, ENB, TD, SLF, V, BAM, COST and CRWD. Calling out I also have a 4% position in Amazon and 2% Shopify.

Q: Small/Mid cap stocks have been down in recent weeks, some down significantly.

What would be your top 5 Small/Mid cap Canadian and US Stocks in today’s market?

Thank you
Tim

Q: What are your thoughts currently on VRNS?
In your previous answer you wrote “We think there are better opportunities in the market that look more interesting.” Can you please elaborate more specifically which companies you are thinking of? Thank you.

Q: These stocks have pulled back recently. Would you be adding to these stocks at these levels and in what order would you add?

Are there other small caps you prefer?

Thanks
Tim

Q: CLBT has dropped significantly in the past month. I would appreciate your thoughts on the company and do you see this as a buying opportunity?

Q: On Peter's last visit to Market Call 2 of his picks were ROAD and CLBT.

ROAD has not done well and CLBT started out doing well but has pulled back to the start.

Both of their recent performances have concerned me, especially ROAD.

Can you update his opinion on these 2. Has the outlook he outlined on BNN changed and why the dramatic pullbacks on both of these equities?

Thanks


Sheldon

Q: Please rank the following for a new growth position today: VRT, CLBT, SYM, AFRM, UPST, TRAK, FI, SNOW, TMDX, MSTR, CTLP

Q: Hello 5i,

The quarter has been quite a ride so far. Get a sniff of a miss or lower guidance and stocks drop faster than a toboggan coming down Mt Everest.

Do you have any recommendations that appear to be Buys if you don’t already have a position? Some examples are: DDOG, VRT, TTD, TMDX, SPSC, CELH, CLBT, ROAD, CECO, APPF, ASPN, POWL, (electrical grid suppliers), and any other intriguing opportunity? The purchases would be for a 3-5 year hold.

If feels like the tipping point for earnings for many companies has been reached. If a looming reporting date is like a 5-alarm fire warning to get ready to bail water and run for the hills, which sounds like… opportunity!

Thank you for all of your help and wisdom.

D&J

Q: Cellebrite stock sank 13% in Thursday trading, post earnings release and closed at its low for the day, on higher than average volume. As of 5.30 PM, stock continues to drift lower in after market.

As per your comments, earnings/guidance was, as expected and nothing really has changed. In your view, this drop could just be profit taking, after its 34% rise over last 3 months.

I find the price action today a little concerning, as if, market had high expectations and company did not deliver that, specially considering the hot digital forensics area, they operate in.

This is a favorite 5i stock and has been recommended for nearly a year, when price was around $19 ( I think ). There should be many 5i members, who follow your lead ( myself included ) and have been generously rewarded, over time ( Thank You !! ).
US small caps, however, are not well followed by Canadian analysts and we depend much on expertise of your team.

It would be really helpful, if you could take a deep dive and comment, if there could be any other factors ( competition, growth rate, order book etc ) which might have contributed the post-earning drop.

Also, do you consider this weakness temporary and with this sharp pullback, would you be comfortable to start a new position or add to existing ownership.

Thank You

Q: With the drop in both CLBT & ASPN today which one do you believe is the better buy today and why. At what price point would you give each as a good and great buy.
Thank you

Q: Good morning 5i team,
Could you please offer me your assessment of earnings reports for both ASPN and CLBT as well their financial health and future prospects. Would you be comfortable adding to either stock under current conditions.

Q: Your opinion on the Q and the guidance pls

Does it reinforce your positive view long term?
Is there any competition?

Q: I hold these small/mid cap stocks. Most have done well.

It looks like the interest rates vs inflation discussion isn’t going away soon and rates may be higher for longer. With this as the backdrop and current uncertainty around the markets is this a time to lighten up on Small/Mid cap stocks and take some profit? Or would you hold?

Thanks
Tim

Q: Can you provide a short list of small or mid cap US stocks that you would recommend?

Q: I've held XYZ in a reg account for a while now awaiting a recovery (down 50%) that never seems to take hold. I have to imagine there are much better opportunities, particularly in the US tech space. What would be some suggestions for replacement I could explore. I've had my eye on FOUR for a while, thoughts on this one as well would be very much appreciated. Thanks so much.

Q: What does CLBT do. ? Do they deal with many countries What Countries ? What is outlook for Company Growth Rates . Is it a strong Buy RAK

Q: Using your SMID rotation theme in the i2i report, please suggest a basket of stocks that fit this theme and an entry price if it's beneficial to wait for a pullback. Would you look at buying, for example, 5 or so at 2%? Thanks!

Q: Hi. I totally missed the boat on Palantir. When the stock was in the high 20s, my beliefs and lots of what I read was confirming that the stock was over priced (at least that is what I thought), and I felt same as the stock rose to the 30s, 40s, .... and now over a hundred. And I still feel that the stock will need to correct at some time, as it has a trailing P/E in excess of 500 and possibly a P/E of at least 300+ looking forward. I made exactly the same mistake with many other companies such as Netflix, Facebook, .... I know that small, newer companies can exponentially increase their profits as they grow up but there is no guarantee that they will be successful (let alone be excessively successful).
So my question is three fold (please deduct necessary credits).
1. What did I do wrong here? I watched the stock go up and up and never pulled the trigger, thinking it was always too expensive. I sometimes feel it is more of a meme stock.
2. Would you buy Palantir at these prices / why?
3. Do you feel that there may be some other companies out there that may be in their early days (or well established) with lots of room to grow. If yes, your listing a few of your top convictions, along with a sentence (or two) explaining your rationale and intuition would be greatly appreciated.
Thank You.