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5i Recent Questions
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Salesforce Inc. (CRM)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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ServiceNow Inc. (NOW)
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kneat.com inc. (KSI)
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Vitalhub Corp. (VHI)
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Construction Partners Inc. (ROAD)
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Synopsys Inc. (SNPS)
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Galaxy Digital Inc. Class A common stock (GLXY)
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Shift4 Payments Inc. Class A (FOUR)
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Genius Sports Limited (GENI)
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Cellebrite DI Ltd. (CLBT)
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Sportradar Group AG (SRAD)
Q: How would you rate these for holding in the SMID Growth section of a portfolio (A couple may not be SMID, which means they just may not be forever keepers for me) - I hold all except SNPS and NOW, which I've been watching, and I’m thinking of consolidating into 6-8 positions, but could keep more. I'm considering 3-4 for shorter-term growth, 1-3 years, 3-4 for longer-term growth, 5-10 years. Please order from most conviction to least with a preference to Shorter (S) or longer(L) or either (E). Thanks!
SNPS, NOW, GLXY, KSI, FOUR, ROAD, CLBT, CRM, HPS.A, VHI, GENI, SRAD
SNPS, NOW, GLXY, KSI, FOUR, ROAD, CLBT, CRM, HPS.A, VHI, GENI, SRAD
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Salesforce Inc. (CRM)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Celestica Inc. (CLS)
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Construction Partners Inc. (ROAD)
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Valhi Inc. (VHI)
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Galaxy Digital Inc. Class A common stock (GLXY)
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Shift4 Payments Inc. Class A (FOUR)
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Cellebrite DI Ltd. (CLBT)
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Propel Holdings Inc. (PRL)
Q: How would you rate buying these growth stocks today for a 3 -year hold?
Amzn, goog, VHI, PRL, CLS , HPS.a , GLXY, VHI, FOUR, ROAD , CRM, CLBT
Amzn, goog, VHI, PRL, CLS , HPS.a , GLXY, VHI, FOUR, ROAD , CRM, CLBT
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Canadian Natural Resources Limited (CNQ)
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Peyto Exploration & Development Corp. (PEY)
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Celestica Inc. (CLS)
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Magna International Inc. (MG)
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goeasy Ltd. (GSY)
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Vitalhub Corp. (VHI)
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Construction Partners Inc. (ROAD)
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Cellebrite DI Ltd. (CLBT)
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Propel Holdings Inc. (PRL)
Q: I'm writing to follow up on your response to Josh's questions regarding beaten-down Canadian stocks.
Would you kindly rank your preferred order of purchases among the names discussed? Are there any that you would consider "table-pounding" buys at current levels?
Please also include your thoughts on CNQ, as well as FOUR, ROAD, and CLBT.
Thank you,
Would you kindly rank your preferred order of purchases among the names discussed? Are there any that you would consider "table-pounding" buys at current levels?
Please also include your thoughts on CNQ, as well as FOUR, ROAD, and CLBT.
Thank you,
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