Investment Q&A

Q: Can you comment on the major share sales of the insiders. I know the stock has gone up a lot so their overall exposure is up and some selling is warranted, but does this concern you at all? Some of the insiders after these sales, no longer have direct ownership of CLS shares, although I'm sure they have many options.

What would be a good entry price for this? Thanks!

Q: I own theses two stocks
Atz is up 100plus percent and is 3 percent of portfolio
Cls $200 is up 200us percent and is 4 percent of portfolio
Would u advise trimming or selling at these prices? Or do u think the valuation is still reasonable so I can wait for them to run a bit
At what price would u think of trimming ?
Thanks

Q: What would be your pick right now for a tech stock for the long-term in a RRSP (3+ years)? Can you provide a few names in order of preference?

Q: Hi 5i, enjoyed your webinar today. Thx for putting it together.

My question is on Canadian on small/mid caps, I've listed a few just to start with. Given the current environment what would be your ten highest conviction picks. I plan to hold for atleast 5 years, so I'm after safe business models that have a high chance of survival. If you list a stock not mentioned frequently on these boards then please provide a small blurb ast to why you like it. Thx again.

Q: Celestica use to trade at a lower pe multiple but with its new focus what might be a more favorable multiple going forward?

Q: Hello,
Could you please comment on Celestica's results.
Looks like, the Co blew past estimates and raised their guidance, as well.
Stock is up 17%, in after hours trade at 5.30 PM.
We just started a 2% position, taking advantage of sharp drop, on Monday.
(Thank you for your prompt response, which really helped !! )
Will you be comfortable adding to the position or wait, for a 3-5 years hold ?

Thank You

Q: I'm over weight Technologies with the following securities KSX, SHOP, CLS, TOI, PLTR, CSU and NVDA. If you had to sell one or two which ones would you sell, or would you trim some from each and keep all?

Q: Would you buy the stock at this price136C
In Neil’s question on January 28 you seem to have it as more of a sell than a buy? Am I reading this incorrectly?
Thanks

Q: I have the above tech stocks sitting at just over 30% weighting in portfolio. Could you please rank them as to which you might sell first. I sadly sold Crowdstrike last summer when they had their issues and I am thinking I need a cybersecurity stock. Would you buy Crowdstrike or Palo Alto or half of both. Also, What do you think about Saleforce? With the thought of cheaper AI, is that one that would possibly benefit and how where would it rank within my aboce tech stocks? Thanks for all your help. With all your advice, last year was awesome and still up this year following yesterday’s falloff.

Q: What are the implications of DeepSeek - if proven, aside from loss of prestige? Loss of business/ product, fewer facilities, support capacity reduction, and so on? You likely already have questions on this topic. Appreciate your view.

Q: What are your predictions on CLS reporting tomorrow for Q4? Is it a smart or risky buy at this time? Many thanks?

Q: Greetings 5i Team,
I hold these securities in a TFSA and am looking to add a new position. At the same time, I will be trimming some of these as they have done very well.
Could you make a few suggestions for a new addition? Growth is the objective and diversification need not be overly considered (I am well diversified within other accounts).
Thank you for providing this great service.
Steve P

Q: I want to take a small position in Celestica:CA. Can you estimate what would be a good, great, and fantastic price. Especially in light of DeepSeek news. I know you like the company, but I've seen some reservations in answers to some questions in the past. Do you now have any hesitation, reservations? (One of the things I note is that they were around during the Dot Com days, and have survived.

Q: Your answer earlier today suggested CLS was not reliant on AI sales and was lower valued than AI plays and should bounce back faster from this panic selling. Can you suggest a reason why it has plunged so far (-26% today) and performed so much worse compared to almost all the AI stocks?

Q: This stock dropped 29%, Monday, along with several other names after Chinese app news.

Is it a good opportunity to start a new position or wait for a further pullback ?

How is the AI related business risk to its growth profile, compared to other names in the sector ?

Thank You

Q: Hello 5i,
Can you believe it I just bought up to 1/2 positions in NBIS, CLS, and VRT on Friday and now there all down 20 -35%. Where do we go from here? Have they suddenly lost their relevance? What would 5i do?
Thank you

Q: Is there anything you would buy today on the DeepSeek fallout? I have listed a few but am open to other suggestions. Thanks.

Q: Hello 5i Team,

Looking into your crystal ball for 2025, is this the year for AMD to finally show some stock price appreciation? I have held it for several years now, and am still underwater by over 12%.

I’m losing some patience, considering the relative growth in NVIDIA (which I’ve done exceptionally well with and still hold, thanks to 5i). I notice that in recent questions, some 5i members also hold AMD, and I’m wondering if you guys are not losing patience, as well?

Do you have three other tech or AI-related picks (any cap size) that you have a much stronger conviction in than AMD, for a three-year hold? Or, is there a potential catalyst on the horizon that might indicate staying the course with AMD?

Thanks very much,

Brad

Q: Good day,

I've picked up the above on 5i recommendations, and they started as small positions, but have done very well TVK+150%, VRT+200%, POWL +120%, and 3 months on CLBT+45%. I had a bit of usd in my TFSA and put it in CLS last week, already +20%. I assume much of that due to Trumps 'promises'.

Now that these small positions have become as much as say, my initial purchase amount on BAM, is this a thing that one adds to, since my initial buy was lower? Or now that it's a larger position you just let it ride? With 5is help and my own dd, I've been doing very on my winners:losers ratio, but have a hard time determining what is a good point to add in. Are these names worth adding to before they report next? Please rank in order with which you would add to.

Cheers,

James

Q: What does the market expect from Celestica next week?

Thx