Q: The 5i team review GLXY in July 2024 with what I understand to be a moderate upside potential with some risk. The stock has gone form $18 to $34. I believe that you still like the stock but maybe for different reasons. Could I have your current thoughts please?
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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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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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JPMorgan Chase & Co. (JPM)
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Procter & Gamble Company (The) (PG)
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Hydro One Limited (H)
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Berkshire Hathaway Inc. (BRK.B)
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RTX Corporation (RTX)
Q: My current portfolio is heavily oriented towards growth and is very high risk. Over the next few to several months I plan on repositioning towards a more balanced approach. I will be looking to add some growing but steady large caps. Toward that end I have the following short list: TR, BN, GOOG, Canadian Banks, SLF, MSFT, NVDA, BEPC. Is there anything in that list that you would not see fitting into that category? Can you please add a half dozen or so of your preferred other names that fit with this idea. Please exclude defense contractors, the Oil and Gas sector and usurious money lenders.
Thank-you.
Thank-you.
Q: Dear 5i
Do you prefer PWR or POWL and why ?
Also VHI seems to be one of your top picks for small cap growth stocks but the valuation ie P/E seems quite high . Does its growth rate justify the valuation ?
Thanks
Bill C
Do you prefer PWR or POWL and why ?
Also VHI seems to be one of your top picks for small cap growth stocks but the valuation ie P/E seems quite high . Does its growth rate justify the valuation ?
Thanks
Bill C
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Kraken Robotics Inc. (PNG)
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Vitalhub Corp. (VHI)
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WELL Health Technologies Corp. (WELL)
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Axon Enterprise Inc. (AXON)
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Shift4 Payments Inc. Class A (FOUR)
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SoFi Technologies Inc. (SOFI)
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Cellebrite DI Ltd. (CLBT)
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Nebius Group N.V. (NBIS)
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Sezzle Inc. (SEZL)
Q: Would you consider Revenue Growth the leading indicator of a companies liklihood to succeed and grow its share price provided properly managed?
Seems todays most successful stock market darlings have all had tremendous revenue growth albeit not necessarily Profitable during their early days of rapid Revenue growth.
If I were to look for 2 or 3 US and Canadian Mid Cap companies most likely to lead the rest of the market with staggering Revenue growth over the next 2-5 years which do you think these might likely be?
Seems todays most successful stock market darlings have all had tremendous revenue growth albeit not necessarily Profitable during their early days of rapid Revenue growth.
If I were to look for 2 or 3 US and Canadian Mid Cap companies most likely to lead the rest of the market with staggering Revenue growth over the next 2-5 years which do you think these might likely be?
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Thomson Reuters Corporation (TRI)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: I have held HPS.A for a while and likely was late to the party. The recent recovery has helped and wondering if it's time to make the switch to TRI? Your recent responses seem to be very positive on TRI.
Thanks
Thanks
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Eli Lilly and Company (LLY)
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Toromont Industries Ltd. (TIH)
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ATS Corporation (ATS)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Docebo Inc. (DCBO)
Q: I am down on these 3 stocks in my RRSP. Do you see future upside, or should I let them go?
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOGL)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Axon Enterprise Inc. (AXON)
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Uber Technologies Inc. (UBER)
Q: The listed companies have used their tech to expand beyond their original business channels to a point that they are woven into the fabric of society. At some point early on they were good businesses with high potential that have risen to levels I could not have contemplated. Looking beyond AI, can you think of three companies out there in any sector that are working on things that have the potential to become central to our way of life in the way that these giants have? These can be well known companies that you think are on the cusp of big things or smaller companies with ideas that are a long shot.
Thanks
Thanks
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Celestica Inc. (CLS)
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lululemon athletica inc. (LULU)
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TerraVest Industries Inc. (TVK)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Crocs Inc. (CROX)
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Propel Holdings Inc. (PRL)
Q: Hello 5i
Please tell me the expected 2025 growth rates for the above stocks.
Which order would you buy if different than highest to lowest growth?
Thank you
Dave
Please tell me the expected 2025 growth rates for the above stocks.
Which order would you buy if different than highest to lowest growth?
Thank you
Dave
Q: Nice pop today on Rocket Lab! Am I correct in guessing its because Elons rocket blew up? Any other comments??
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Galaxy Digital Inc. Class A common stock (GLXY)
Q: What 3 stocks that you follow do you think are poised for rocket ship like maintained growth in the next 2 years?
Q: Can you please give your updated opinion on TER. Will they play a role in humanoids?
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Dollarama Inc. (DOL)
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Kinaxis Inc. (KXS)
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TerraVest Industries Inc. (TVK)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Trisura Group Ltd. (TSU)
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Valhi Inc. (VHI)
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Boyd Group Services Inc. (BYD)
Q: Looking to invest new funds in SMID CAD. Do not need income - lean to Growth. On a risk/reward ranking, from this list or any others you prefer, please advise where you would focus investments for 3-5 years hold.
Thanks
Thanks
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Constellation Software Inc. (CSU)
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Thomson Reuters Corporation (TRI)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Advanced Micro Devices Inc. (AMD)
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INVESCO QQQ Trust (QQQ)
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BMO Nasdaq 100 Equity Index ETF (ZNQ)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Dear 5i,
Thank you for your awesome work and valuable insights. Would like to invest 7000$ into my 19 year old Son’sTFSA. What stocks or Etfs would you recommend for long-term growth? He currently has ZSP and AMD(20%of portfolio). Also should I replace AMD with a different stock? Thank you!
Thank you for your awesome work and valuable insights. Would like to invest 7000$ into my 19 year old Son’sTFSA. What stocks or Etfs would you recommend for long-term growth? He currently has ZSP and AMD(20%of portfolio). Also should I replace AMD with a different stock? Thank you!
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Applied Materials Inc. (AMAT)
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Lam Research Corporation (LRCX)
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NVIDIA Corporation (NVDA)
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Finning International Inc. (FTT)
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TFI International Inc. (TFII)
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Kinaxis Inc. (KXS)
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Trisura Group Ltd. (TSU)
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Monolithic Power Systems Inc. (MPWR)
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Cadence Design Systems Inc. (CDNS)
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Century Communities Inc. (CCS)
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M/I Homes Inc. (MHO)
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Boyd Group Services Inc. (BYD)
Q: Are there any stocks out there today that you feel are stupidly mispriced and could get a nice bounce/run this year?
Thank you
Thank you
Q: HOOD I have noticed ads targeting the wealthy investor in addition to their meme/crypto traders. This seems to be a new company that is firing on all cylinders- time to add
to the recommended list?
to the recommended list?
Q: What are your thoughts on Maplebear (Instacart)?
Would you prefer DoorDash?
Or is Uber a better investment?
Would you prefer DoorDash?
Or is Uber a better investment?
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Celestica Inc. (CLS)
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Vertiv Holdings LLC Class A (VRT)
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Cellebrite DI Ltd. (CLBT)
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Nebius Group N.V. (NBIS)
Q: Yesterday, you gave me your top 4 conservative growth. Could you please give me your top 4 non-conservative growth in order please. Thanks Steve
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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NextEra Energy Inc. (NEE)
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Constellation Brands Inc. (STZ)
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Raytheon Technologies (UTX)
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Verizon Communications Inc. (VZ)
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Atlassian Corporation (TEAM)
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Roku Inc. (ROKU)
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Alteryx Inc. Class A (AYX)
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Axon Enterprise Inc. (AXON)
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Datadog Inc. (DDOG)
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Vertiv Holdings LLC Class A (VRT)
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Cellebrite DI Ltd. (CLBT)
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Nebius Group N.V. (NBIS)
Q: Hello 5i
Back in 2019 I asked if you could provide a "growthy" USA portfolio.
The above stocks were your recommendations.
Could you provide an updated "growthy" USA portfolio for 2025?
Thank you!
Dave
Back in 2019 I asked if you could provide a "growthy" USA portfolio.
The above stocks were your recommendations.
Could you provide an updated "growthy" USA portfolio for 2025?
Thank you!
Dave
Q: Hi 5i,
Can i have your opinion on CRNT?
I was conaidering a small position in a bag of small caps but i see no news on the 8% drop.
Thanks
Can i have your opinion on CRNT?
I was conaidering a small position in a bag of small caps but i see no news on the 8% drop.
Thanks
Q: Hi,
Do you have a view as to how the TSX will respond if and when Trump announces 25% tariffs on Canadian goods?
Will oil and gas sector take a hit, like Suncor, and CNQ?
Thanks
Robert
Do you have a view as to how the TSX will respond if and when Trump announces 25% tariffs on Canadian goods?
Will oil and gas sector take a hit, like Suncor, and CNQ?
Thanks
Robert