Q: Like many others, I've been taking a bath on Pinterest the last few weeks. Is your recommendation still to ride this out assuming a <5% portfolio weighting?
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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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NVIDIA Corporation (NVDA)
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Atlassian Corporation (TEAM)
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Veeva Systems Inc. Class A (VEEV)
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Roku Inc. (ROKU)
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Rapid7 Inc. (RPD)
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MEDIFAST INC (MED)
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CrowdStrike Holdings Inc. (CRWD)
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Palantir Technologies Inc. (PLTR)
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Unity Software Inc. (U)
Q: I am looking for growth. I own these US stock. Are there any you would sell in order to buy others in the group or other US stock?
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JD.com Inc. (JD)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
Q: Hi, for AAG - everything related to Peru is weak right now pending their election.
My question - what are your highest conviction growth picks (any country) that you think can grow over 50% revenue for each of the next 3 years without hiccups. Current valuation doesn't matter given the fact that if they can execute that growth they will grow into any present valuation assigned.
My question - what are your highest conviction growth picks (any country) that you think can grow over 50% revenue for each of the next 3 years without hiccups. Current valuation doesn't matter given the fact that if they can execute that growth they will grow into any present valuation assigned.
Q: I have been holding on to acuity ads. I am down 29%. Would you recommend holding still? And what might be a timeframe for that size of recovery?
Q: Hi Team,
Currently I am down over 30% with kxs in a cash account . I am considering selling and generating a capital loss and using the funds to buy either TOI, or ABNB. Would this be advisable? Or do you see kxs having more upside long term than the other two mentioned? Or do you have a different top pick at the moment you would recommend buying instead to replace Kxs with , if I sold? Either US or Cnd. Thanks
Shane
Currently I am down over 30% with kxs in a cash account . I am considering selling and generating a capital loss and using the funds to buy either TOI, or ABNB. Would this be advisable? Or do you see kxs having more upside long term than the other two mentioned? Or do you have a different top pick at the moment you would recommend buying instead to replace Kxs with , if I sold? Either US or Cnd. Thanks
Shane
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Alphabet Inc. (GOOG)
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BRP Inc. Subordinate Voting Shares (DOO)
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goeasy Ltd. (GSY)
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Roku Inc. (ROKU)
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Topicus.com Inc. (TOI)
Q: Good morning 5i,
Out of Topicus, goeasy or BRP inc, if you had to pick one... which stock would you “top up” hoping for the best one year gain?
Roku... your thoughts as it is down from 480 to 300. It had some huge gains and even at 300 it’s a big winner but it’s a big drop and I feel it’s overall trajectory as a company has only gotten stronger with recent acquisitions plus the overall move to streaming for consumers and companies alike, plus advertising potential growth etc. Thoughts on topping it up for 5 year growth I don’t see many better opportunities especially for potential for a quick turnaround within 1 year. (earnings tomorrow should be interesting in this market).
Out of Topicus, goeasy or BRP inc, if you had to pick one... which stock would you “top up” hoping for the best one year gain?
Roku... your thoughts as it is down from 480 to 300. It had some huge gains and even at 300 it’s a big winner but it’s a big drop and I feel it’s overall trajectory as a company has only gotten stronger with recent acquisitions plus the overall move to streaming for consumers and companies alike, plus advertising potential growth etc. Thoughts on topping it up for 5 year growth I don’t see many better opportunities especially for potential for a quick turnaround within 1 year. (earnings tomorrow should be interesting in this market).
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goeasy Ltd. (GSY)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
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Taiga Motors Corporation (TAIG)
Q: I am interested by growth companies that have a lot of potential, and preferably relatively secure and not extremely volatile. I thought of the following companies: LSPD, NVEI. TOI, GSY, TAIG and LEV. If you would have to buy those companies, in what order would you buy them. Feel free to include other ones that are not on this list or exclude some of these if you think that they are not appropriate.
Q: With the merger with APHA now complete and making the New TLRY the largest in the industry, what is your current short and long term perspectives and the company and its projections? Thank you for your input and analysis
Q: Do you know of a Canadian company that is manufacturing Electric cars similar to Tesla. Thanks. Ernie
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PayPal Holdings Inc. (PYPL)
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Visa Inc. (V)
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StoneCo Ltd. (STNE)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hi 5iTeam - Would you consider Nuvei a buy today for a full position or is its price mostly factoring in future growth. The timeline is 3 to 5 years. Also could you provide an update on insider ownership and recent trading. Are there any fundamentals that you think should be noted. Also do you have any suggestions for a similar company with good growth prospects - one Canadian and one U.S. if possible. More if you think it applies. Thanks.
Q: I'm interested to hear your thoughts on Ballard Power at $20 given the 52-week high of $53.90. Is now a good price point to get in?
Q: Good morning 5i,
I'd like to ask if ABNB is a buy at this time. If not, at what price level is a buy.
Thank you!
I'd like to ask if ABNB is a buy at this time. If not, at what price level is a buy.
Thank you!
Q: You answered a question today about your choice of the best materials stock to buy. Your answer was NTR. Why did you suggest this as your top materials pick? Thanks for your support.
Q: after your comments on the departure of their CFO I jumped in near yesterdays low. After reviewing your previous comments I have a feeling that this purchase should be traded (and not held as a long term investment.)
May I have your outlook for this stock?
May I have your outlook for this stock?
Q: What are your thoughts on TAIG motors. Do you consider buying or hold? Do you know when they will report their earnings. Can you please advise their debt, Cash, and insider holdings,
Thanks for the great service
Thanks for the great service
Q: Could you check out this company for me , is it going any where , I have some stock , I would like to know your opinion, I may add more buy more.
Q: I know these companies are totally different but which do you see with the most upside within the next couple years? I have some money to purchase one stock and am looking at these two.
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hi,
Can you suggest a few stocks which could give good returns over the next year or two.
I have majority of my portfolio in etf’s , just wanted to play with about 10% of my portfolio into something high risk/ high reward stocks.
Can you suggest a few stocks which could give good returns over the next year or two.
I have majority of my portfolio in etf’s , just wanted to play with about 10% of my portfolio into something high risk/ high reward stocks.
Q: Hi,
Your thoughts on BEP.UN for the long term
Your thoughts on BEP.UN VS BAM.A
Any other stocks with good upside with a 5 year horizon
Thanks
Your thoughts on BEP.UN for the long term
Your thoughts on BEP.UN VS BAM.A
Any other stocks with good upside with a 5 year horizon
Thanks
Q: I have stocks from both the income and the balanced portfolios but none from the growth. Also have 15% cash position and am thinking I should allocate a piece of the cash position to growth orientated companies. Not worrying about industry allocations, are there seven to ten stocks that you feel would be a good add at this time?