Investment Q&A

Q: A number of Small/Mid caps seem to be finding a bottom and rebounding nicely over the last week.. I have small positions in these names, what order would you be adding to these names at current pricing? Is there any you wouldn’t add to?

Thanks
Tim

Q: Good morning, If needing to raise a little cash, which TWO of these stocks would you consider selling given current markets: TVK, ATD, GRID, EQB, GLXY, CLBT, NXE or AXON?

Thanks very much

Brad

Q: Many Small/Mid cap stocks have seen added volatility over recent weeks. What would be your current top 5 CDN and US Small/Cap stocks in this market?

Thanks
Tim

Q: Dear 5i
What conservative CDN ETF with a focus on dividends would pair well with XIC that is currently owned within a registered account ?
Does ENS , GRID or CLBT have a higher earnings growth rate over the next couple of years ?
Thanks
Bill C

Q: hi folks, opinion on Q3 results for Cellebrite clbt/q....looks good across the board vs Q2 results...I see Needham upgraded Target from $22 to $24....all looks good with job new CEO doing??....5i see any red flags....thanks as always, jb

Q: Would you add today after the recent earnings?

Q: A number of your past favourites have been beaten up over the last few weeks. Is there any that you would sell and move on from? Are there any of these companies that you would be buying or adding to at these levels?

Thanks
Tim

Q: I am down 19% on clbt(in my rif).Would you advise holding on to this or is it time to move on?

Q: Please rank from best to worst at current purchase prices (for growth). Please also indicate if they would be a buy, sell or hold based on Thursday's prices.

Q: Happy Halloween 5i!

I’ve had Cellebrite for over a year now and it’s been largely flat floating between 16 and 20 bucks a share.
It seems to have great growth with high gross margins and reoccurring growth from its subscriptions.
However, investors don’t seem to be excited about it, could this be because of the reliance on the public service (high bureaucracy).
Or is it that they are not hugely profitable on a net income basis?
I know you folks like this company and I do too, just can’t figure out its lack of interest and am wondering if my money may work “better” in other stocks. (Though I know the value of patience can be very rewarding in investing so I’m trying to be disciplined!) :)

Can you tell me what the street expects on earnings this coming month?

Thanks folks - I hope you enjoy some Halloween treats with your coffee today!

Q: CLBT has been on an improving trend for the last month or so. Any news to explain this? Do you still see the company as a favourable investment, and if so, why? Where do you see the share price going from here? Thank you for your excellent service

Q: Hello Team,

Looking at adding some funds to US stocks I already own, are you able to rank these in order from 1 to 10 based on a 3-4 year hold, I'm not worried about company size or industry. Thanks!

Q: Hi team,
What’s your latest take on Clbt? Is it worth holding for a hopeful recovery ? Or is there overall”better” growth names a guy should own instead right now ? Names I was debating replacing Clbt with were APP, Hood , Geni. Of these 4 names mentioned how would you rank them for potential over the next few years? Or is there another top pick of another US name you would choose today?

Thanks
Shane

Q: Hello 5i,

I'm considering an option's strategy that would allow me to capture the upside to stock ideas (e.g., smaller cap companies) in cases where I would prefer to not purchase the stock, as I already have quite a few stocks especially in the technology sector. For example, I was thinking of buying a few call options for CLBT at a strike price of $20, expiring Jan. 16, 2026 for around $0.65. I would sell to close the options a bit ahead of the expiry date if the stock price is above $20. I have previously sold puts for things like AXON and CLS but then the stock price took off and I was left with a reasonable premium but nothing compared to the price appreciation. I would appreciate any thoughts you have about this idea. Also wondering what your top 5 ideas might be for the US market with a strike price/timeframe for the option.

Thanks so much,
Lisa

Q: I have a total of 27% in technology and wonder if best to decrease this as I do not have consumer staples or consumer cyclical stocks. I am thinking of selling of GIB.A and CLBT. Would you sell these 2 stocks to bring the weight down or best to just trim some off the stocks listed. This is for a RRSP and I am more growth oriented.

Q: What size position would you initiate a position in CLBT? Thx

Q: hi folks, thoughts on Q2 results for Celebrite clbt/q....seems like a good Q with a new CEO being named....stocks needs a lift....Buy/Hold/Sell....thx as always, jb

Q: I’m looking at adding a position in one of the above.
Your opinion on the best growth for the next 5 - 10 years.
Thank you for your valuable service.

Q: I’m thinking of selling CLBT and buying a new stock. Do you think it’s prudent to sell or should i hold for long term?

Q: Hi,
Is CLBT still worth holding or are there better opportunities. Down 24% and considering if I should sell or add more.
Thanks