Investment Q&A

Q: We are looking to inject more growth into our TFSAs - can accept reasonable degree of risk. Looking for concentrated list 10 stocks for 3-5 year hold.

Q: CLS: heading down - still very high P.E., very high price to C.F. etc. Selling due in part to profit taking for year-end? Lofty price going into 2026 of $600.00 per share? Buy for TFSA 100 shares? Risk vs potential as I do not follow this one and know very little about tech.

Q: A question for the 5i team that will likely be of interest to a lot of us do it yourselfers. With 2026 in the headlights and big gains in the TSX where do you see opportunity going forward. 1-Could you make recommendations on sectors you think will out perform or under perform. 2-Which markets do you see with the best potential. 3-Your three top picks in growth and three top picks in income. I have a lot of built up questions that you are welcome to, hoping for a good in-depth response as per the norm. Crystal ball gazing but better you than I!

Q: Morning and Happy Holidays to the 5i team,
Can you give your thoughts on these names and if the are a buy for a 3 to 5 year hold?
What would be a good entry point for all three of them and in order of preference.

Thanks
Joe

Q: AI related spending/margin concerns have hit the market over past week and CLS has declined to below $400, again.

Any concerns ? Do you still expect the stock to trade to $500 over 12-18 months ?

Is it safe to add now or wait for a further pull back ?

Thanks

Q: Hello, I know 5i like both companies but if only one could be purchased which one would be best going out 3 years. CSU has lost some momentum in the last year and CLS seems to be chugging along nicely. Thank you

Q: Hi team,
Is CLS plummeting on Avgo results? Also why the negative reaction on Avgo with the earnings beat? I am not liking this market particularly tech. Any reason to sell off growth names right now it seems to happen with very little new catalysts in sight. Is it time to diversify away from tech with the portfolio already down approx 12% from highs. Or just ride out these growth names as usual? Thx

Shane

Q: I am down on these two companies in my TFSA, and am thinking of selling in favor of another Canadian growth company. I already own ELVA, FTG, GRID, KITS, PNG, VNP and ZDC. Which would you add to, or do you suggest adding another growth company.

Q: Hi Peter and 5i,
Between CLS and ANET which company would you currently invest for future stock appreciation? Say 5+ year time frame.
Thanks so much for your always stellar advice.

Q: For best growth over next three years CLS or FTT, or a bit of both?

Q: Celestica is being added to S&P/TSX Composite Index Dec 22. How will this affect the stock?
Thank You
Peter

Q: Microsoft's C$7.5 billion investment in Canada (over the next two years), part of a larger C$19 billion commitment through 2027 may benefit some Canadian companies like GIB at 52 wk lows and CLS at 52 week highs.
I like beaten up dogs like GIB vs. high flyers.
What is your opinion of GIB these days.

Thank you

Q: Everyone, i never understand what will make a multi bagger until one has already happened. What would you consider the characteristics of a multi bagger and what stocks do think will make that list in 10 or 20 years from now? Clayton

Q: 5i refers to Celestica as being cheaper than peers. What peers are you referring to?
THX

Q: Why is Celestica so volatile? Having just lost money on a stock, I'm gun shy to lose more on another one that I might be buying at a high. Do you have confidence buying here at this level? I know we can't be certain but do you think it's one of the better tech stocks to buy into today? Thanks.

Q: CLS:CA : do not own. $620.00 price target 2026? Do you think this is a reasonable assertion? Thinking of buying 200 shs in TFSA. Do not own any tech. other than 300 shs NVDA and ETF IGM - for long time - up 1300% - 1800 shs.

Q: How is Celestica's current valuation, after this AI related pullback, last week ?

What is the level of debt and is it sustainable ?

What is the risk/reward to own/add shares at these levels ?

Thank You

Q: want to raise some cash(tech breaking down technically) in what order would you sell the above listed stocks bearing some are winners and some are losers so what your recommendation sell winners or losers first without getting in to too much specifics. CSU as an example sell now to claim loss or then buy back after 30 days FFH on the other hand is up 60% so sell now and hope to buy back later at lower price. what would you do? Remember i want to raise cash so how would you approach this rebalancing ...thanks for your help

Q: Would you recommend taking a small position in AI at this point, and if so what would be your first choice in a stock and/or ETF?

Q: Hello team,
Based on a bit of research I have done, I would like to buy these companies in the following order: ASML, SMCI, ANET, AMD, AVGO, SITM, ARM, PWR, PLTR

I am buying them to further focus my portfolio on AI for the next 5-10 years. I already have the hyeprscalers and the usual AI suspects but, somehow, I missed on the companies listed above.

Please deduct as many credits as needed for the following questions:
What do you think of this list?
Would change the order based on their resent declines/Valuation?
Would you drop any of the above based on their excessive valuation which may not meet the expected growth in next 5-10 years?
Would you wait a bit more before you buy or just proceed today?
Is there a better company that can substitute any of the above based on moat in AI? Any other company that you think I should also consider?

Thank you as always for your invaluable help and insight. (Without you I would have quit investing a long time ago!)