Investment Q&A

Q: I’ve held this name for 6 years and haven’t made a cent. Global warming may ultimately be the demise of this business. Looking to replace with a high growth U.S. name. What other businesses with a market cap less than 20 Billion would you put on the same growth trajectory as CELH?
Thanks

Q: Can you please prioritize the top 10 up and coming AI stocks for future growth?

Q: How will Bitcoin halving affect glxy stock price?

Sheldon

Q: 1) If you could only hold 10 names from 5i’s Balanced portfolio with the aim of maximizing total returns over 10 years, what would you choose?

2) Same as previous question, but the 10 names can be any security, Canadian or U.S.

Thank you!

(Public question)

Q: What are your thoughts about this after the big jump..I did not get in the ipo..but considering it..do you think this would be worth considering for a 5 year hold? Thanks. Shyam

Q: In your answer to my question to today about EDGE AI - it was intended to specifically address NTNX role. I know you own it, and I was trying to understand how important a role it could play. But, you did not name it in the stocks that could play a role in EDGE AI.

Q: Hi There Would there be any reason for the drop in Celestica shares lately . Could you comment on it going forward ? thanks Larry

Q: I keep reading and stock keeps growing. Would you buy at current price, as likely not getting a pull back and what weighting would you consider. Cheers!

Q: I know you hold Palantir. Do you think it's over valued at this price? It seems like a promising company with intriguing software but I worry about buying it at this valuation. Thanks,

Jason

Q: Hi there, todays news that CTS was awarded 2024 Nvidia Networking Partner of the Year as well as the Canadian Partner of the Year confirms they are deeply involved with Nvidia.

Does this really mean much? I'm sure it definitely brings more awareness of CTS.

But do these types of recognition awards increase business/sales, etc? Especially considering Nvidia is talked about everywhere and all the time now.

Thanks!

Q: Hi Everyone at 5i!!
What are your thoughts on Galaxy Digital? Their earnings report is coming out on Mar26th. Would you happen to know what the earnings potentials may be going forward?

Cheers,

Tamara

Q: In your opinion, which five(5) Canadian companies are best positioned to increase their net value because of Ai? Thank you!

Q: WELL has required a lot of patience. I know you still like it, but is there another smallish cap you would select over it? I own TSU, LMN, SIS, and SYZ.

Q: How do I know if this stock is priced cheap, fair or expensive. For a general quick idea what metric should I use for this and other similiar stocks so I don't have to ask 5I every time I look at a stock.

Thanks Steve

Q: Hi folks,
I am looking to add one more healthcare name to my TFSA. I am thinking of adding either ISRG or LLY. May I have your opinion as to which one you think is best today.
Thanks

Q: I have a terrible affliction for an investor, a non-functioning trigger finger. Now CELH has become my white whale. I even stopped by a CircleK to see the product placement and ask the clerk about sales and target customers. It is behaving like the NVDA of consumer disc, but NVDA has shown its ability to catch up with and blow through it's valuation. According to the company profile for Celcius in your data feed it has far exceeded even the highest analyst's recent price targets. Can you see a realistic probability that Celcius grows into and outstrips it's current valuation? I have read your recent responses but it is starting to make things outdated in a hurry. Thanks for your thoughts.

Q: I opened an FHSA and am looking to max it out and put half in index and half in high growth potential stocks. Not looking to purchase a home for min 5 years up to 10. If i end up not buying I would just flip it over to the RRSP. What are some stocks that you would recommend that have a high upside potential? CAD or US stocks.

Q: Good morning guys :
Do u agree with Mr donvilles assessment for this this name as potentially being the next great growth stock . Would u buy here at its current price and throw it in a tfsa for many years .
Thx
Mark

Q: Hey team 5i: I’ve paid the price for hanging on to my Lightspeed LSPD shares. I bought into the company in the Spring of 2020, watched it reach its peak of $160.00 plus, per share and yes; was foolish enough to keep the shares during its massive decline, thinking the Company could fight off the Shorts, in much the same way Shopify did a couple of years prior. Anyway, I wish I could say you live and learn, but I just can’t seem to grasp that skill of when to sell! I’m encouraged with the recent change of leadership, but not all that confident that Dax Dasilva can make the changes necessary to bring the stock price back to where it once was! / I’ve been watching Vitalhub Corp (VHI) over the past # of weeks and note the positive commentary as it relates to it being a stock to watch! / Would it be a wise decision to sell my LSPD shares and buy into VHI? / Thank You in advance. I appreciate your great service. Stan.

Q: Hi, Celestica shares pulled back, over past 2-3 days, along with most AI related stocks. However, most of these names including CLS nicely bounced back today. I managed to start a small 1% position, yesterday at $59. Based on your favourable comments ( also in 5i Growth Portfolio), and as a strong beneficiary of the AI related future growth, I would be inclined to hold on to this as a core position and may be add more, over time. What is your view on its current valuation and where do you see the stock in, say 18-24 months from now ? Thanks