Q: Hi, Celestica shares pulled back, over past 2-3 days, along with most AI related stocks. However, most of these names including CLS nicely bounced back today. I managed to start a small 1% position, yesterday at $59. Based on your favourable comments ( also in 5i Growth Portfolio), and as a strong beneficiary of the AI related future growth, I would be inclined to hold on to this as a core position and may be add more, over time. What is your view on its current valuation and where do you see the stock in, say 18-24 months from now ? 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 $182.65)
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Celestica Inc. (CLS $363.51)
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Everpure Inc. Class A (PSTG $62.87)
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CrowdStrike Holdings Inc. (CRWD $434.13)
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Datadog Inc. (DDOG $128.56)
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Vertiv Holdings LLC Class A (VRT $264.35)
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Palantir Technologies Inc. (PLTR $156.43)
Q: Can you suggest an AI
play at this stage. A little late to the game perhaps??
play at this stage. A little late to the game perhaps??
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Celestica Inc. (CLS $363.51)
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TerraVest Industries Inc. (TVK $143.17)
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EQB Inc. (EQB $118.49)
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Decisive Dividend Corporation (DE $7.72)
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Payfare Inc. Class A Common Shares (PAY $4.00)
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ADF Group Inc. Subordinate Voting Shares (DRX $9.42)
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Topicus.com Inc. (TOI $111.06)
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Lumine Group Inc. (LMN $26.05)
Q: These stocks have had some very nice gains over the last few months. CLS, DE, DRX, EQB, LMN, PAY, TOI, TVK. If you held a partial position in these and wanted to add to the position to create a full position, which ones would you just buy at the current market price despite big run up? Are there some that you would try to buy at a somewhat lower price? If so, what price would you use?
Q: CLS had almost doubled in a month.
Do you think this is justified or unmitigated exuberance?
Sheldon
Do you think this is justified or unmitigated exuberance?
Sheldon
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Celestica Inc. (CLS $363.51)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $181.42)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Brookfield Corporation Class A Limited Voting Shares (BN $55.78)
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Lumine Group Inc. (LMN $26.05)
Q: Hi Team,
I have a small amount of Nvei left in my portfolio. I was looking at selling the remaining shares and adding to one of the following names : LMN, Shop, Bn, or CLS would be a “new” buy. Which would you recommend buying today ? Long term share price appreciation in mind here.
Thanks ,
Shane
I have a small amount of Nvei left in my portfolio. I was looking at selling the remaining shares and adding to one of the following names : LMN, Shop, Bn, or CLS would be a “new” buy. Which would you recommend buying today ? Long term share price appreciation in mind here.
Thanks ,
Shane
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Constellation Software Inc. (CSU $2,975.00)
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WSP Global Inc. (WSP $227.81)
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Celestica Inc. (CLS $363.51)
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Descartes Systems Group Inc. (The) (DSG $98.18)
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Toromont Industries Ltd. (TIH $200.32)
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TFI International Inc. (TFII $150.63)
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ATS Corporation (ATS $41.14)
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Thomson Reuters Corporation (TRI $151.39)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $181.42)
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Lumine Group Inc. (LMN $26.05)
Q: Please provide me with your 5 of your best Industrial companies and Tech companies
Q: I am investigating CLS as a potential long term investment. In a recent answer to a question, 5i stated that CLS seems to be putting things together much better now. What is CLS putting together much better now, and is it sustainable? How important is AI, to CLS future share price? Could you elaborate on the most major risk to CLS share price? Would you consider CLS a good hold for five plus years?? Thanks for the excellent analysis!
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Intuitive Surgical Inc. (ISRG $493.56)
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NVIDIA Corporation (NVDA $182.65)
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Booking Holdings Inc. (BKNG $4,440.69)
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Eli Lilly and Company (LLY $1,008.39)
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Celestica Inc. (CLS $363.51)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $189.31)
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Axon Enterprise Inc. (AXON $559.06)
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Eagle Materials Inc (EXP $196.49)
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Powell Industries Inc. (POWL $520.09)
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Vertiv Holdings LLC Class A (VRT $264.35)
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Celsius Holdings Inc. (CELH $43.31)
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Lumine Group Inc. (LMN $26.05)
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Nextpower Inc. (NXT $108.13)
Q: Thanks to 5i, over the recent past, I have DCA these stocks, holding less than 5% with room to add based on your advice.
a) 3% - AXON VRT HPS ISRG LMN
b) 2% - BKNG CLS LLY NVDA CELH
c) 1% - POWL NXT EXP
Please rank those that you would be comfortable adding to [DCA] now - with target percentages. For example, would you add to AXON first and, if so, to what percentage.
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a) 3% - AXON VRT HPS ISRG LMN
b) 2% - BKNG CLS LLY NVDA CELH
c) 1% - POWL NXT EXP
Please rank those that you would be comfortable adding to [DCA] now - with target percentages. For example, would you add to AXON first and, if so, to what percentage.
.
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Celestica Inc. (CLS $363.51)
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Super Micro Computer Inc. (SMCI $31.98)
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Axon Enterprise Inc. (AXON $559.06)
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Vertiv Holdings LLC Class A (VRT $264.35)
Q: Of the 4 names which one would you be a buyer of this week?
Q: Dear 5i
I`m reading that some analysts see CLS as a stock that won`t do any better than what the market in general is suppose to return , and as such is not worth the investment maybe when compared to other stocks . What would you say ? Also EQB or GSY and why ?
Thanks
Bill C
I`m reading that some analysts see CLS as a stock that won`t do any better than what the market in general is suppose to return , and as such is not worth the investment maybe when compared to other stocks . What would you say ? Also EQB or GSY and why ?
Thanks
Bill C
Q: Why the big jump in price Thursday?
Sheldon
Sheldon
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Celestica Inc. (CLS $363.51)
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TerraVest Industries Inc. (TVK $143.17)
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EQB Inc. (EQB $118.49)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $189.31)
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Docebo Inc. (DCBO $25.74)
Q: Have held KXS for several years.. I’m wanting to replace it with better growth…already hold CSU, TOI, LMN, SHOP, DSG, GSY, WSP…
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Celestica Inc. (CLS $363.51)
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TerraVest Industries Inc. (TVK $143.17)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $189.31)
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Lumine Group Inc. (LMN $26.05)
Q: Are there any small cap names on your radar that have been growing their top line and profits every year that appear to have a long runway of growth ahead of them -or any that you're excited about?
Along with that are there any that stand out to you that would begin to garner attention from bigger players in the coming years if they continue to grow stay on track? I Would like to a few ideas for a long term hold if the companies can continue to execute.
Thanks very much
Along with that are there any that stand out to you that would begin to garner attention from bigger players in the coming years if they continue to grow stay on track? I Would like to a few ideas for a long term hold if the companies can continue to execute.
Thanks very much
Q: What is your opinion on outlook for Celestica. Thanks.
Q: your thoughts on Celestica. In my daughters TFSA account up 435%.. 15% of her holdings.. thank you..
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Canadian National Railway Company (CNR $146.63)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $102.94)
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Constellation Software Inc. (CSU $2,975.00)
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Celestica Inc. (CLS $363.51)
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iShares Russell 2000 Growth ETF (IWO $325.45)
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Vanguard S&P 500 Index ETF (VFV $164.00)
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TerraVest Industries Inc. (TVK $143.17)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $189.31)
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Vanguard Dividend Appreciation FTF (VIG $222.76)
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Vertiv Holdings LLC Class A (VRT $264.35)
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Duolingo Inc. (DUOL $100.42)
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Brookfield Corporation Class A Limited Voting Shares (BN $55.78)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $62.38)
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ISHARES TRUST (IJT $147.07)
Q: I recently retired and looking to place some of my savings into the market with a 5 year horizon at which time I will re-evaluate. Will tolerate a moderate to light risk. Could you please recommend 3 or 4 stocks or etf’s for my TFSA and 5-6 stocks for growth. Appreciate all your efforts. Thank you. Brian
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Celestica Inc. (CLS $363.51)
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TerraVest Industries Inc. (TVK $143.17)
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Definity Financial Corporation (DFY $66.28)
Q: What can you tell me about this company. I have a small TSFA and am looking for some reasonable growth. also do you think hps-a is getting a little to high to buy right now? Thankyou Larry
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Meta Platforms Inc. (META $647.39)
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Microsoft Corporation (MSFT $409.41)
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Celestica Inc. (CLS $363.51)
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Bird Construction Inc. (BDT $31.48)
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TerraVest Industries Inc. (TVK $143.17)
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EQB Inc. (EQB $118.49)
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Source Energy Services Ltd. (SHLE $16.90)
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Stantec Inc (STN $91.27)
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Boyd Gaming Corporation (BYD $80.50)
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ATS Corporation (ATS $30.36)
Q: Hi All,
I have 1/2 positions in the following and would like to add to the stronger companies going out 1-3 years.
Thank you
I have 1/2 positions in the following and would like to add to the stronger companies going out 1-3 years.
Thank you
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Celestica Inc. (CLS $363.51)
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TerraVest Industries Inc. (TVK $143.17)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $189.31)
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Aritzia Inc. Subordinate Voting Shares (ATZ $111.49)
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Lumine Group Inc. (LMN $26.05)
Q: Any TSX/TSV listed stocks that you feel are currently undervalued?
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Celestica Inc. (CLS $363.51)
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ATS Corporation (ATS $41.14)
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Kinaxis Inc. (KXS $143.64)
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TerraVest Industries Inc. (TVK $143.17)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $189.31)
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Advanced Micro Devices Inc. (AMD $202.68)
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Super Micro Computer Inc. (SMCI $31.98)
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Vertiv Holdings LLC Class A (VRT $264.35)
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Celsius Holdings Inc. (CELH $43.31)
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Duolingo Inc. (DUOL $100.42)
Q: Which 5 Canadian and 5 US companies would you buy for pure growth over the next 6 months? Can you provide a bullet for each on risk and main reasons for selection?