Q: CLS is near $100 today, would this be a good moment to initiate a position? Would you wait further and keep the cash for now? Would you initiate a position at 2%? It is for a TFSA and a long-term hold. Alternatively, should I bolster my position in two other growth names (PRL to 4%) and KSI with a position similar to that in the growth portfolio. All in TFSA. Thanks.
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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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NVIDIA Corporation (NVDA)
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Seagate Technology Holdings PLC (STX)
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Salesforce Inc. (CRM)
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Celestica Inc. (CLS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Coherent Corp. (COHR)
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CrowdStrike Holdings Inc. (CRWD)
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VanEck Vectors Semiconductor ETF (SMH)
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Vertiv Holdings LLC Class A (VRT)
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Intapp Inc. (INTA)
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Credo Technology Group Holding Ltd (CRDO)
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Nebius Group N.V. (NBIS)
Q: Sorry for the long list, but that's my IT holdings and I need help to get to a more disciplined IT portfolio. About equal weight, except for SHOP which was owned and is currently on watchlist. Question 1- please advise a limited high conviction IT - does 5 sound about right? It would really help me if you could explain why these are chosen as I want to understand my investments. Question 2 - which ones to sell outright so that can redeploy funds? Any to hold for potential high growth potential?
Q: In the case of a recession confirmed during the next 12-18 month how do you anticipate the impact on the ai sector and specifically on these stocks?
Thank you very much in advance
Thank you very much in advance
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Celestica Inc. (CLS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Blackstone Inc. (BX)
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Meta CDR (CAD Hedged) (META)
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Goosehead Insurance Inc. (GSHD)
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Freshworks Inc. (FRSH)
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Powell Industries Inc. (POWL)
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Genius Sports Limited (GENI)
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Cellebrite DI Ltd. (CLBT)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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GRAIL Inc. (GRAL)
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Nebius Group N.V. (NBIS)
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Amazon.com CDR (CAD Hedged) (AMZN)
Q: I would like to narrow this list down to the best 10 to hold in a long term taxable portfolio. What would you suggest be the top 10 stocks? I currently hold all of them but would like to sell this down to 10. I like holding 10 stocks with about 10% in each as a risk/reward balance. Thank you - and thanks for some of these names which came from you! I am only down on Amazon and BN at this time.
Jason
Jason
Q: These really fell out of favour fast. Would you hold? I am inclined to hold and hope for better days unless it would be better to cut losses and get into something that is also down but might have more promise on the upside? Maybe I’m being too emotional and impatient - I am okay to wait it out unless there is some reason to walk.
Thanks,
Jason
Thanks,
Jason
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Celestica Inc. (CLS)
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goeasy Ltd. (GSY)
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Pollard Banknote Limited (PBL)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Nutrien Ltd. (NTR)
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kneat.com inc. (KSI)
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Vitalhub Corp. (VHI)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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Docebo Inc. (DCBO)
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Propel Holdings Inc. (PRL)
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DeFi Technologies Inc. (DEFI)
Q: How would you rank the following for a growth oriented long-term hold: DEFI, DCBO, HPS.A, KSI, VHI, PRL, GSY, ATZ, CLS, NTR, PBL, DRX
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Intuitive Surgical Inc. (ISRG)
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Celestica Inc. (CLS)
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Vitalhub Corp. (VHI)
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CrowdStrike Holdings Inc. (CRWD)
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Cellebrite DI Ltd. (CLBT)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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.
Thank you very much.
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NVIDIA Corporation (NVDA)
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Canadian Natural Resources Limited (CNQ)
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WSP Global Inc. (WSP)
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Celestica Inc. (CLS)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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iShares U.S. Aerospace & Defense ETF (ITA)
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kneat.com inc. (KSI)
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ARK Innovation ETF (ARKK)
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Axon Enterprise Inc. (AXON)
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Nebius Group N.V. (NBIS)
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A & W Food Services of Canada Inc. (AW)
Q: With the pull-back, I want to take positions in the above at an appropriate weighting for a long term hold - the Canadian holdings and NVDA at full position, the others at 2-3%. Could you mark them at todays levels as buy, partial buy, watch or don't buy, and make any appropriate back-up comments. Thank-you!
Q: Hello 5i. Celestica seems to be in a decline the past month. Why? Do you see a bottom forming? At what share price would you start buying? Thank You. Anthony
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Meta Platforms Inc. (META)
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Intuitive Surgical Inc. (ISRG)
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Netflix Inc. (NFLX)
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Booking Holdings Inc. (BKNG)
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Salesforce Inc. (CRM)
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Toronto-Dominion Bank (The) (TD)
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Canadian Natural Resources Limited (CNQ)
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Constellation Software Inc. (CSU)
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Celestica Inc. (CLS)
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BMO S&P 500 Index ETF (ZSP)
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TerraVest Industries Inc. (TVK)
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CrowdStrike Holdings Inc. (CRWD)
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Topicus.com Inc. (TOI)
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Propel Holdings Inc. (PRL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Alphabet CDR (CAD Hedged) (GOOG)
Q: I am getting ready to DCA into these stocks in an unregistered account with higher than average risk profile. According to me, these stocks had a bit of a pullback with possibly more on the way.
In what order would you DCA into the stocks mentioned above? Is there any stock that you think should be excluded from this list?
Thanks
In what order would you DCA into the stocks mentioned above? Is there any stock that you think should be excluded from this list?
Thanks
Q: What is the current short on Celestica and has it been increasing?
Thx
Thx
Q: Any concerns that CLS is offering a mixed life ssecurities shelf ?
Thx
Thx
Q: Is this a massive buying opportunity opportunity for CLS? Should we expect it to bounce back irregardless of tariffs?
Q: Anything dropping this like a lead balloon?
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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Constellation Software Inc. (CSU)
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Celestica Inc. (CLS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Palo Alto Networks Inc. (PANW)
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CrowdStrike Holdings Inc. (CRWD)
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Shift4 Payments Inc. Class A (FOUR)
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Applovin Corporation (APP)
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Cellebrite DI Ltd. (CLBT)
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Lumine Group Inc. (LMN)
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: Is CLS a good buy right now? It has dropped dramatically the past week.
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Toronto-Dominion Bank (The) (TD)
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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TELUS Corporation (T)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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Fortis Inc. (FTS)
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Tourmaline Oil Corp. (TOU)
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Celestica Inc. (CLS)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Pembina Pipeline Corp. (Canada) (PBA)
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Royal Bank Of Canada (RY)
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP)
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Boyd Group Services Inc. (BYD)
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ARCpoint Inc. (ARC)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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US Treasury 3 Month Bill ETF (TBIL)
Q: Hi group can you please comment on Capitol direct trust - last quarter they paid out 9% + over last 3 yrs they have averaged 7+ %. What is your assessment of the risk rewards in this sector i suspect that restrictions on liquidly and management fees are concerns but the attractive quarterly payout are very attractive in this unstable market overall your thoughts please. I am 74 and retired so steady income is a driver. Also please rate the above stocks (1-10 . 10 being best) Thanks for your help
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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Constellation Software Inc. (CSU)
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Celestica Inc. (CLS)
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Topicus.com Inc. (TOI)
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Nebius Group N.V. (NBIS)
Q: Can you give me 3 US strong conviction growth stocks in tech?
Thank You
Thank You
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Celestica Inc. (CLS)
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CrowdStrike Holdings Inc. (CRWD)
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Topicus.com Inc. (TOI)
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Applovin Corporation (APP)
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Nebius Group N.V. (NBIS)
Q: Hi,
Between these high growth names, which do you like best and how would you rank as best risk adjusted return to start a new position? Thanks!
Between these high growth names, which do you like best and how would you rank as best risk adjusted return to start a new position? Thanks!
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Intuitive Surgical Inc. (ISRG)
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Celestica Inc. (CLS)
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Axon Enterprise Inc. (AXON)
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Comfort Systems USA Inc. (FIX)
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Construction Partners Inc. (ROAD)
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Berkshire Hathaway Inc. (BRK.B)
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Vertiv Holdings LLC Class A (VRT)
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Shift4 Payments Inc. Class A (FOUR)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Please rate the following stocks to purchase today for a long term hold.