Q: Can you reference your last comment on Gatekeeper Systems and has anything changed while you comment on their last earnings report and outlook going forward. Thank you and Merry Christmas to everyone and your families.
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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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Booking Holdings Inc. (BKNG)
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Ulta Beauty Inc. (ULTA)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Crocs Inc. (CROX)
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Uber Technologies Inc. (UBER)
Q: I'm wallowing in Consumer Discretionary ideas. Can you please rank the following for most likely highest gains in 5 years? What would an ideal basket of 5 stocks be? Also would you be cautious on this sector in 2025?
ULTA, LULU, TSLA, UBER, AMZN, CELH, DOO, MG, ATZ, AAPL, BKNG, QSR, ONON, DOL, CROX
ULTA, LULU, TSLA, UBER, AMZN, CELH, DOO, MG, ATZ, AAPL, BKNG, QSR, ONON, DOL, CROX
Q: Hello 5i
First I'd like to thank you for all your help this year! I'm a longtime subscriber and the advice and guidance you have provided has been life changing.
Now the hard(er) part. Can you give me your top 2-3 current momentum names to hold for a 3-4 month hold(gamble)?
Thank you so much
Dave
First I'd like to thank you for all your help this year! I'm a longtime subscriber and the advice and guidance you have provided has been life changing.
Now the hard(er) part. Can you give me your top 2-3 current momentum names to hold for a 3-4 month hold(gamble)?
Thank you so much
Dave
Q: See any reason to not add at these prices? I have a half position.
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NVIDIA Corporation (NVDA)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Advanced Micro Devices Inc. (AMD)
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Domino's Pizza Inc (DPZ)
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Medpace Holdings Inc. (MEDP)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: I currently hold the following securities in my TFSA:
AMD - 8.89 %
BAM - 7.76 %
BN - 12.99 %
CROX - 12.59 %
GSY - 16.11 %
IFC - 9.07 %
LMN - 12.16 %
TFII - 9.78 %
TOI - 8.86 %
In 2024 I added IFC and TFII to the portfolio. Thank you.
AMD is the only holding in the red. What is your opinion on AMD's future prospects?
Looking for ideas on where to invest the 2025 contributions. Add to an existing position or take on a new holding?
Thank you for the great service (just renewed my membership)
Happy New Year.
Francisco
AMD - 8.89 %
BAM - 7.76 %
BN - 12.99 %
CROX - 12.59 %
GSY - 16.11 %
IFC - 9.07 %
LMN - 12.16 %
TFII - 9.78 %
TOI - 8.86 %
In 2024 I added IFC and TFII to the portfolio. Thank you.
AMD is the only holding in the red. What is your opinion on AMD's future prospects?
Looking for ideas on where to invest the 2025 contributions. Add to an existing position or take on a new holding?
Thank you for the great service (just renewed my membership)
Happy New Year.
Francisco
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Enbridge Inc. (ENB)
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Constellation Software Inc. (CSU)
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Intact Financial Corporation (IFC)
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ARC Resources Ltd. (ARX)
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Tourmaline Oil Corp. (TOU)
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WSP Global Inc. (WSP)
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Thomson Reuters Corporation (TRI)
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Tamarack Valley Energy Ltd. (TVE)
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Agnico Eagle Mines Limited (AEM)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Lumine Group Inc. (LMN)
Q: Happy New Year Everyone. Thanks so much for your much appreciated service. I have $10,000 to deploy in an RESP account for three grandchildren with a 10-15 yr time horizon. What are three new stock ideas along with suggestions on what current stocks I could add to assuming they are equal weightings. Current stocks: AEM, ARX, BN, CSU, ENB, IFC, LMN, RY, TD, TOU, TRI, TVE and WSP. Thanks.
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POET Technologies Inc. (PTK)
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Palantir Technologies Inc. (PLTR)
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Nebius Group N.V. (NBIS)
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SoundHound AI Inc. (SOUN)
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Rocket Lab Corporation (RKLB)
Q: Happy New Year Peter and Colleagues.
I want to set aside a small percentage of my TFSA for more speculative and less serious investments. With that in mind, could you please provide a few of your best guesses for stocks with quick growth potential? I understand that these will be higher risk but have a chance of outsized growth.
Thanks.
David
I want to set aside a small percentage of my TFSA for more speculative and less serious investments. With that in mind, could you please provide a few of your best guesses for stocks with quick growth potential? I understand that these will be higher risk but have a chance of outsized growth.
Thanks.
David
Q: What's up with HIVE? It is getting pummeled pretty hard even though BIT coin is still over 90 grand. Between Hive's holdings of BIT and over cash what per centage of the market capital is covered. Seems like HIVE is oversold. Agree?
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EQB Inc. (EQB)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Docebo Inc. (DCBO)
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Propel Holdings Inc. (PRL)
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D2L Inc. Subordinate Voting Shares (DTOL)
Q: What would your top 5 small cap stocks be to buy right now in order of 1st pick being your top pick
Q: What should the ultimate p/e ratio for Goeasy be? I know that p/e ratio in this sector tend to be low, but what would be fair in your eyes if say earnings growth plateaued at around 15% per year long term? 10X? 15X? Thanks.
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Amazon.com Inc. (AMZN)
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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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Booking Holdings Inc. (BKNG)
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JPMorgan Chase & Co. (JPM)
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Prudential Financial Inc. (PRU)
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iShares Russell 2000 Growth ETF (IWO)
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SPDR S&P 500 ETF Trust (SPY)
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Vanguard Information Technology ETF (VGT)
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iShares Russell 2000 ETF (IWM)
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Axon Enterprise Inc. (AXON)
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Berkshire Hathaway Inc. (BRK.B)
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Trane Technologies plc (TT)
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RTX Corporation (RTX)
Q: Good Morning and Seasons Greetings to the 5i team and everyone out there.
If you had to start a new TFSA account what 15 to 20 stocks, ETF,s Etc. would you buy in order of first to last. US and Canadian mix?
Thank You
If you had to start a new TFSA account what 15 to 20 stocks, ETF,s Etc. would you buy in order of first to last. US and Canadian mix?
Thank You
Q: I have just become a member and am attempting to assess which investment research company would be most suited to my needs. What would be your opinion of WNDR (Wonderfi Technologies) and how do you determine a good entry point on small cap companies. I have noticed the companies you recommend have had a good run for some time. Would this be an appropriate time to enter. If so, what would be your reasoning? It seems to me the entry point would be high on some of your suggestions.
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Celestica Inc. (CLS)
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Descartes Systems Group Inc. (The) (DSG)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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goeasy Ltd. (GSY)
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TerraVest Industries Inc. (TVK)
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Crocs Inc. (CROX)
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Docebo Inc. (DCBO)
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Vertiv Holdings LLC Class A (VRT)
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Topicus.com Inc. (TOI)
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Propel Holdings Inc. (PRL)
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Lumine Group Inc. (LMN)
Q: A number of these Small/Mid Cap companies have pulled back recently (other than CLS). Do you consider these companies all buys at current prices? What would be your top 5 picks from this list?
Thank you and deduct appropriately.
Tim
Thank you and deduct appropriately.
Tim
Q: Everyone, if you could only have one stock in Canada for a long term hold what would it be? Same question for the US? Clayton
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Agnico Eagle Mines Limited (AEM)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: With recent pullback what are your top 5 Cdn and US names that have pulled back to attractive entry points?
Thank you
Tim
Thank you
Tim
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Amazon.com Inc. (AMZN)
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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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Booking Holdings Inc. (BKNG)
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CBLT Inc. (CBLT)
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Berkshire Hathaway Inc. (BRK.B)
Q: If you have to create new balance portfolio that includes CDR and CDN stocks.. Which 20 to 25 stocks portfolio would you recommend that includes both.
Thanks for the great service
Thanks for the great service
Q: What are your thoughts about these companies growth prospects for 2025?
Appreciate all you do.
Cheers
Appreciate all you do.
Cheers
Q: Hi 5i,
I have to sell something in my RRIF to raise cash for my annual payment out, and can't decide between selling a portion of GSY or a portion of PRL or a combination of the two.
They're currently of roughly equal value in my RRIF, but only because PRL has gained far more than GSY since each was bought (PRL- 125% to GSY - 24%).
I'm not too concerned about losing the dividends either of them pay, and want to keep the one most likely to produce the most capital appreciation over the next year or two. And I'm not adverse to selling some of each to raise the required cash if that 'diversification' seems wise in the circumstances.
Any advice?
Thanks,
Peter
I have to sell something in my RRIF to raise cash for my annual payment out, and can't decide between selling a portion of GSY or a portion of PRL or a combination of the two.
They're currently of roughly equal value in my RRIF, but only because PRL has gained far more than GSY since each was bought (PRL- 125% to GSY - 24%).
I'm not too concerned about losing the dividends either of them pay, and want to keep the one most likely to produce the most capital appreciation over the next year or two. And I'm not adverse to selling some of each to raise the required cash if that 'diversification' seems wise in the circumstances.
Any advice?
Thanks,
Peter
Q: SHOP has reacted quite harshly downwards to the Fed's expected reduction in 2025 rate cuts. SHOP has been hit much harder than most others. Can you comment on the Fed action and what impact it might have on SHOP? Can you detail why the FED expectation has spooked SHOP? Does it change the narrative and 5i's view on the company as among the top picks for growth?
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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TerraVest Industries Inc. (TVK)
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Axon Enterprise Inc. (AXON)
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Nebius Group N.V. (NBIS)
Q: With the CAD losing ground to the USD, is it still worth converting Canadian dollars to buy US stocks? If yes, what would be your 5 top growth stocks for 2025?
Thanks
Thanks