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
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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.
Q: I have long held both and am intrigued as they now move in opposite directions. Within the last few months I believe MARA has reached heights 50% greater than today's levels and yet despite the spike in BTC, it falls while MSTR rolls. I understand that MSTR is closer to a pure play on bitcoin whereas MARA is a miner and has operating risks and would ask if you can explain what has led to MARA being punished as BTC rose from 50k to 70? If gold goes up, so to do most miners so I'm thinking there as to be more to the story. Lastly, if you believe BTC goes higher, does exposure to a company like MARA who stand to benefit make sense to add or hold?
Q: Hi Team,
What are your thoughts on starting a position here on the pullback?
Thanks!
What are your thoughts on starting a position here on the pullback?
Thanks!
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NVIDIA Corporation (NVDA $179.81)
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Super Micro Computer Inc. (SMCI $44.07)
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CrowdStrike Holdings Inc. (CRWD $418.83)
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Vertiv Holdings LLC Class A (VRT $125.02)
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Palantir Technologies Inc. (PLTR $157.17)
Q: Has the US high tech sector peaked in price yet, or would you recommend 4 stocks with lots of upside pls?
Q: Is this a good buy today. Or what would you consider a good entry point? Thanks Clare
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NVIDIA Corporation (NVDA $179.81)
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Celestica Inc. (CLS $267.28)
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Pure Storage Inc. Class A (PSTG $59.05)
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CrowdStrike Holdings Inc. (CRWD $418.83)
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Datadog Inc. (DDOG $128.38)
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Vertiv Holdings LLC Class A (VRT $125.02)
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Palantir Technologies Inc. (PLTR $157.17)
Q: Can you suggest an AI
play at this stage. A little late to the game perhaps??
play at this stage. A little late to the game perhaps??
Q: Hi there, nice to finally see CTS as a top pick on BNN, especially by Jason D.
So far it's been moving hard this year.
Can you comment on its first quarter 2024, what is expected? And is the first quarter typically strong for CTS?
Can you please list all the upgrades/downgrades after last results, along with current/new target prices if possible?
Thanks!
So far it's been moving hard this year.
Can you comment on its first quarter 2024, what is expected? And is the first quarter typically strong for CTS?
Can you please list all the upgrades/downgrades after last results, along with current/new target prices if possible?
Thanks!
Q: Business wise, 'til what point Paysafe competite with Nuvei? Could we consider them proxy?
Thanks
Thanks
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Purpose Bitcoin ETF (BTCC.B $21.55)
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3iQ Ether Staking ETF (ETHQ $23.98)
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Fidelity Advantage Bitcoin ETF (FBTC $50.60)
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ISHARES BITCOIN TR (IBIT $62.88)
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Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $96.63)
Q: Hi The focus on bitcoin these days I am surprised that I can’t find more questions or information about bitcoin and related cryptocurrencies on the 5i website.
I can’t help but wonder if I’m just not asking the right questions or looking in the right places.
If that’s the case, can you please direct me to the proper area so I can do some homework before making a commitment
On the other hand, if there isn’t anything currently available on your website, could you please tell me what your top three bitcoin purchases would be?
Addition, could I have your thoughts on Solana and Ethereum going forward
As always, thank you so much for your help. Much appreciated.
I can’t help but wonder if I’m just not asking the right questions or looking in the right places.
If that’s the case, can you please direct me to the proper area so I can do some homework before making a commitment
On the other hand, if there isn’t anything currently available on your website, could you please tell me what your top three bitcoin purchases would be?
Addition, could I have your thoughts on Solana and Ethereum going forward
As always, thank you so much for your help. Much appreciated.
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Constellation Software Inc. (CSU $4,470.99)
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Topicus.com Inc. (TOI $176.83)
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Lumine Group Inc. (LMN $47.41)
Q: Thanks for all of the great information you provide!
I have been fortunate enough to follow your information and belief in these three companies. I'm sure I am far from alone in having them make up a relatively large percentage of my portfolio due to their recent performance.
Should these 3 be considered separately or do I need to combine them as a percentage of my assets. I'm certain bad new for one will bring down the others at least temporarily but can they act on their own?
Thanks as always
Richard
I have been fortunate enough to follow your information and belief in these three companies. I'm sure I am far from alone in having them make up a relatively large percentage of my portfolio due to their recent performance.
Should these 3 be considered separately or do I need to combine them as a percentage of my assets. I'm certain bad new for one will bring down the others at least temporarily but can they act on their own?
Thanks as always
Richard
Q: I have a full position in Amazon and a small position in Airbnb. All things being equal what do you think about reducing Amazon and increasing Airbnb?
Q: Hi Folks,
I trimmed some WSP(in my TFSA) and I'm looking to add to my position in AMZN or start a new position in LMN. May I have your opinion as to which would be the best today.
Thanks
I trimmed some WSP(in my TFSA) and I'm looking to add to my position in AMZN or start a new position in LMN. May I have your opinion as to which would be the best today.
Thanks
Q: Hi Everyone at 5i!!
Snow lost some value over the last week due to some sort of legal issue which I am not fully clear on. Do you have any insight to this and is it something you would be concerned about?
Cheers,
Tamara
Snow lost some value over the last week due to some sort of legal issue which I am not fully clear on. Do you have any insight to this and is it something you would be concerned about?
Cheers,
Tamara
Q: I am thinking of selling KXS and buying TRI. What do you think?
Q: Hello5i, Could you comment on the takeover of MDF by KKR also could there be a rival offer. I own MDF and am considering selling MDF.
Q: Hi, You did not answer the second part of my question.
Would you prefer to own one over the other? If so which one? Thanks
Would you prefer to own one over the other? If so which one? Thanks
Q: Certainly! I apologize for the oversight. Here’s the revised version of your message:
Hello. I currently hold a small amount of Palantir stock in my RRSP. After initially experiencing a loss, it has now rebounded with an 11% gain. I’m curious about the future prospects of this stock. Should I consider selling it or holding onto it. Thanks.
Hello. I currently hold a small amount of Palantir stock in my RRSP. After initially experiencing a loss, it has now rebounded with an 11% gain. I’m curious about the future prospects of this stock. Should I consider selling it or holding onto it. Thanks.
Q: Can I have your analysis please, thanks.
Q: Did you learned anything new at the conference call? Still skeptical about their forecasts?
Thanks
Thanks
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Fortinet Inc. (FTNT $77.64)
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Palo Alto Networks Inc. (PANW $184.55)
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CrowdStrike Holdings Inc. (CRWD $418.83)
Q: I held equal positions in Crwd Ftnt and Panw. Last week I trimmed 1/3 of my Crwd at 363 when it bounced up for a large gain. Crwd has dropped back a bit to the 320s. I am thinking of selling my Panw at a small gain and buying back my Crwd and adding to Ftnt.
What do you think of this plan? I appreciate all your good advice.
Thanks Peter
What do you think of this plan? I appreciate all your good advice.
Thanks Peter