Q: Everyone, ten years ago what would your best five stocks be in Canada? Same question for the US. Are they the same as today? Clayton
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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 $206.72)
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NVIDIA Corporation (NVDA $177.99)
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United Rentals Inc. (URI $929.95)
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Sportradar Group AG (SRAD $31.63)
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Nebius Group N.V. (NBIS $68.98)
Q: With most companies now reporting results in the last 3 weeks or so, what would be your top 5 buys in both CAD and US markets? Thanks for your great service.
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United Rentals Inc. (URI $929.95)
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GATX Corporation (GATX $166.45)
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Murphy USA Inc. (MUSA $378.57)
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SPX Technologies Inc. (SPXC $190.47)
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The Ensign Group Inc. (ENSG $172.44)
Q: Please provide your top 5 US mid cap growth considerations. Assuming 10-15 year hold. Thanks as always!
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United Rentals Inc. (URI $929.95)
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AAON Inc. (AAON $85.98)
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Coca-Cola Consolidated Inc. (COKE $119.23)
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GATX Corporation (GATX $166.45)
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Murphy USA Inc. (MUSA $378.57)
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Construction Partners Inc. (ROAD $120.60)
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SPX Technologies Inc. (SPXC $190.47)
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Tetra Tech Inc. (TTEK $36.82)
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The Ensign Group Inc. (ENSG $172.44)
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ExlService Holdings Inc. (EXLS $44.05)
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Robinhood Markets Inc. (HOOD $109.32)
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Skyward Specialty Insurance Group Inc. (SKWD $49.56)
Q: Hello 5i Team,
For a long-term hold, focusing on total return, ignoring sector diversity, and considering a medium-to-high level of risk, could you please provide your 12 highest conviction small/mid-cap U.S. stocks at this time, ranked in order.
Thanks in advance for your always helpful advice!
For a long-term hold, focusing on total return, ignoring sector diversity, and considering a medium-to-high level of risk, could you please provide your 12 highest conviction small/mid-cap U.S. stocks at this time, ranked in order.
Thanks in advance for your always helpful advice!
Q: What are your thoughts on CURA based on their last quarterly results?
Q: I'm sorry--in my question yesterday, I should have specified Canadian Growth stocks. Could you respond again with your top ten as of today?
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Alphabet Inc. (GOOG $206.72)
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Microsoft Corporation (MSFT $507.23)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
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Kraken Robotics Inc. (PNG $3.46)
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Cellebrite DI Ltd. (CLBT $16.11)
Q: I’m looking at adding a position in one of the above.
Your opinion on the best growth for the next 5 - 10 years.
Thank you for your valuable service.
Your opinion on the best growth for the next 5 - 10 years.
Thank you for your valuable service.
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Alphabet Inc. (GOOG $206.72)
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NVIDIA Corporation (NVDA $177.99)
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United Rentals Inc. (URI $929.95)
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Celestica Inc. (CLS $261.42)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
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Kraken Robotics Inc. (PNG $3.46)
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Axon Enterprise Inc. (AXON $766.24)
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Brookfield Corporation Class A Limited Voting Shares (BN $91.16)
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Lumine Group Inc. (LMN $48.74)
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Nebius Group N.V. (NBIS $68.98)
Q: I'm going through some portfolio trimming. If restricted to 10 growth stocks today, what would be your choices?
Q: Thoughts on earnings and guidance for Tempus and Rigetti ? Thank you.
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Celestica Inc. (CLS $261.42)
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goeasy Ltd. (GSY $209.13)
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kneat.com inc. (KSI $5.66)
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Vitalhub Corp. (VHI $13.76)
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Kratos Defense & Security Solutions Inc. (KTOS $66.71)
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Vertiv Holdings LLC Class A (VRT $125.97)
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Palantir Technologies Inc. (PLTR $158.74)
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Applovin Corporation (APP $441.68)
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Coinbase Global Inc (COIN $319.85)
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Robinhood Markets Inc. (HOOD $109.32)
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IonQ Inc. (IONQ $39.78)
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Propel Holdings Inc. (PRL $32.76)
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Nebius Group N.V. (NBIS $68.98)
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SoundHound AI Inc. (SOUN $12.56)
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Rocket Lab Corporation (RKLB $44.38)
Q: In the past few weeks you have answered questions and reviewed results on a number of stocks that generate a considerable amount of attention and endorsement by 5i
such as - HOOD,VRT,COIN,PLTR,KSI,APP,IONQ,PRL,GSY,KTOS,SOUN,RKLB,VHI,NBIS and CLS - having digested those recent results and conference calls are there any that have impressed beyond your expectations or, conversely, raised any red flag?
Thanks,
Terry
such as - HOOD,VRT,COIN,PLTR,KSI,APP,IONQ,PRL,GSY,KTOS,SOUN,RKLB,VHI,NBIS and CLS - having digested those recent results and conference calls are there any that have impressed beyond your expectations or, conversely, raised any red flag?
Thanks,
Terry
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TerraVest Industries Inc. (TVK $144.32)
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Kraken Robotics Inc. (PNG $3.46)
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Zedcor Inc. (ZDC $4.20)
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CrowdStrike Holdings Inc. (CRWD $420.55)
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Snowflake Inc. (SNOW $196.81)
Q: The above companies are widely followed here and are all reporting results between now and the end of the month. If you were to use results reactions as a "trading opportunity" which of those, if any, would you buy prior to their respective announcement.
Thanks,
Terry
Thanks,
Terry
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United Rentals Inc. (URI $929.95)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
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iShares Russell 2000 Growth ETF (IWO $307.28)
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Brookfield Corporation Class A Limited Voting Shares (BN $91.16)
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Nebius Group N.V. (NBIS $68.98)
Q: What is your highest conviction growth stock for 1) Canada & 2) US. Also, what is your highest conviction ETF? Thank you!!
Q: Hello
I understand these are speculative plays. Any idea why bmnr is surging daily whereas sbet surges than drops. From my understanding , sbet keeps issuing shares and as a result is not doing as well. I thought issuing shares to buy more ether was the goal.. i would appreciate your comments.
I understand these are speculative plays. Any idea why bmnr is surging daily whereas sbet surges than drops. From my understanding , sbet keeps issuing shares and as a result is not doing as well. I thought issuing shares to buy more ether was the goal.. i would appreciate your comments.
Q: I bought half a position in IDEXX about a month ago, they recently had about a 25% pop after their results. Would you be comfortable for me adding to my position here?
Q: So, with the blockbuster results and a strong guidance this morning, SHOP stock is flirting with the $222 high recorded on Nov 19, 2021, during the day's trading.
Amazing !!!
What would you do with the stock, if you own a decent position ( 6-7% : similar to 5i portfolios, after today's 20% jump) from a Technical, Fundamental and Portfolio management perspective ?
Thank You
Amazing !!!
What would you do with the stock, if you own a decent position ( 6-7% : similar to 5i portfolios, after today's 20% jump) from a Technical, Fundamental and Portfolio management perspective ?
Thank You
Q: Crypto is up and the market is strong yet this one has performed poorly since they executed that big bitcoin sale. Am I being impatient or is there a reason to sell and move onto something that is performing better right now? I realize that the stock is up huge on the year - unfortunately I bought after the gain and am now a bag holder (down 13%). Thanks,
Jason
Jason
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Microsoft Corporation (MSFT $507.23)
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Advanced Micro Devices Inc. (AMD $167.76)
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Nebius Group N.V. (NBIS $68.98)
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CoreWeave Inc. (CRWV $93.99)
Q: Hi,
I'd love to hear your thoughts on how you think CRWV will fair on next weeks earnings. A lot of analysts seem to have it on 'hold' and I'm not sure that's just due to earnings being close, or lack of confidence in the stock.
Many thanks for all you're insight!
I'd love to hear your thoughts on how you think CRWV will fair on next weeks earnings. A lot of analysts seem to have it on 'hold' and I'm not sure that's just due to earnings being close, or lack of confidence in the stock.
Many thanks for all you're insight!
Q: Is tyhere an archive for your best stock ideas. I knoe CLS was there last month not sure what else.
Thx
Thx
Q: I have bought goods from Wayfair a few times and was impressed with their pricing, customer service and quality. It was $300 dollars plus in Mat of 2021 and would love your analysis and thoughts of where this retailer is heading?
Is it worth buying?
Thanx Gary
Is it worth buying?
Thanx Gary
Q: MRVL is said to have a attractive future in AI but has not participated in the recent rally. Can you provide your thoughts on its finances, area of specialization and future prospects, please.