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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: Hello Team,

Are you able to rank the 12 companies listed from 1 to 12 in terms of capital appreciation over the next 2-3 years. I currently hold all of the mentioned stocks but do have some cash to deploy. Thanks.
Read Answer Asked by Kevin on September 25, 2024
Q: Just renewed earlier this year and realized it's been 10 years. Thanks for all your sage advice over the years and the many multibaggers (I was hooked after Amaya) that came with it.

What initially drew me to 5i was Peter's enthusiasm for small caps. Using his methods can you recommend your current favourite US small caps at the moment (I have lots of Canadian ones thanks to the growth & balanced portfolios).

Thanks, see you in 2034!
Read Answer Asked by dan on September 06, 2024
Q: Morning, you wonderful people.

Looking to add with your help. I am a believer in tech and growth in my TFSA. Other accounts are balanced.

I hold CSU, AMZN, NVDA, MSFT, GOOG, COST, AVGO, BRK.B, BLK.

Regardless of sector etc. Please let me know your top 3-5 to add to this portfolio. Longterm and conviction!

Thank you muchly.
Read Answer Asked by Jemma on September 04, 2024
Q: In what order would you rank these stocks today for growth.What would you consider a good entry price for each?
Read Answer Asked by John on August 23, 2024
Q: Hi 5i!

I’m a little overweight in the AI sector and want to diversify. Respecting that growth and stability are not often in tandem, would you endorse a selling VRT and buying TMDX, ASPN or CLBT?
Do you see either of these three companies as having a better growth (and some stability) outlook over the next 2-3 years than VRT?

If you could only pick one which company do you have the most conviction in today?

Thanks so much for all you do!
Read Answer Asked by Josh on August 20, 2024
Q: Would you buy into the momentum of ASPN($16.98) , TMDX ($88.71) and CLBT ($11.85) at current valuations for a 2-year hold?

Can you provide 5 or 6 other stocks with similar growth profile in US or Canada?

How would you tank them?

Thanks
Read Answer Asked by v on August 20, 2024
Q: Hi 5i Team,

I currently own Super Micro and Nextracker and wondering if you would prefer a switch into TMDX, ASPN, CLBT and PLTR? How would you rank the 6 for a hold over the next 3-5 years?

Thanks as always,
Jon
Read Answer Asked by Jonathan on August 19, 2024
Q: Hi Team,
Two part question. Firstly, like a fool I sold out of crwd at the worst possible time during the selloff in anticipation of more bad news and to raise cash in the overall sell off. Ever since it seems to be on a steady rise back up. Is it time to buy back the shares or should I wait until after earnings?
Second; do you see any compelling buys out there today to put new cash to work? If so what are some of your favourite names to purchase today Canadian and US. I was looking at adding to propel possibly …it boggles me it had such strong results and a muted share price ; not sure why but it seems undervalued. Same with go easy but I am already over weight in that one.

Thanks ,
Shane
Read Answer Asked by Shane on August 16, 2024
Q: I am overweight both of these names. I am hoping for a recovery pop at which time I will seek to sell down a bit and spread the money out. Can you please give me a few other names that you might suggest for growth at this time? I sold booking holdings at a loss so please exclude that name. I am too afraid to buy back smci due to its wild volatility. I was consider coherent, Motorola, and Monolithic Power but am open to other suggestions. Thank you.

Jason
Read Answer Asked by Jason on August 14, 2024
Q: I'm hoping everyone at 5i is enjoying their summer. Just recently I trimmed NVDA, META, GOOGL, MSFT.Would you please suggest 3 or 4 ideas for small cap tech and also US growth potential industrials. Thanks for all you do!
Read Answer Asked by Rob on August 01, 2024
Q: If you believe there is a rotation happening in the market from mega caps and the direction of interest rates is lower (speculation US rate cute in september), what are your favorite CDN and US names (2-3 names each) that may outperform in that environment?

Thanks as always,

Dave
Read Answer Asked by David on July 18, 2024
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