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  5. CLS: It's all your fault? [Celestica Inc.]

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Q: It's all your fault? For which I'm always grateful for your sound advice. This is a good problem to have. NBIS is now 13% , HOOD 10%, CLS 15% and SHOP 14%. Yes, Im going to trim but the growth prognosis is good for all 4 going forward. What would you advise as decent position size for all 4 going into the 4th quarter?
Thank you David
Asked by David on October 06, 2025
5i Research Answer:
50% across four stocks is quite concentrated. Even in a 'run of the mill'  correction, a...

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in HOOD, NBIS.

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