Q: Hello 5i
My patience is running low on CELH LULU ADBE. I'm considering switch to KKR APP SFM. I'm looking for growth with a fairly high risk tolerance.
Could I have your opinion on the growth prospects on all six of these and which would be your favourites please?
Thank you
Dave
Q: If President Trump is returned to office on November 5th, and given his promise to unleash American oil and gas production, would energy service stocks experience a significant tail wind. If yes, please provide your top suggestions, both U.S. and Canadian. Thanks
Q: For argument sake let’s say ChatGPT slowly takes market share from Google search over the next several years. Are you still as bullish on Google as you are today? Outside of search where do you think the growth is coming from?
Thanks
Q: Would you start a new position in this tomorrow? It looks like earnings results were not liked by the after hours market. Sometimes it seems that the best time to buy is the day after an announcement when things get pushed down too much. Thanks.
Q: Hi which top 5 US companies do you find most attractive at their respective valuation? “In order ideally please.” Please exclude my holdings in the answer. 5-10 years. Thank you
Q: May I have your thoughts on QS’s latest quarter? The stock is up on high volume and I expect it will quickly settle back down. Any red flags? I know it is a high risk stock and will remain so until Volkswagen at least makes a royalty payment. Probably still high risk even after a royalty payment!
Jim
Q: My daughter recently inherited a substantial sum of money and would like me to invest such in a mix of companies, both in the US and Canada, with a modicum of international companies. She lives in Europe.
Could I respectfully ask if you could offer your chosen six equities in each of the US, Canada and worldwide (in order of preference), including one or two ETF’s, with a mid term (5 - 8 years hold) term. Could you also provide an entry point for each stock?
Q: please comment the current share price weakness o9f ASPN and the public offering of ASPN common shares totalling 4,250,000 plus an additional 637,500 if over scribed any guess as to offering price and issue date thanks Richard
Q: “Joe” is getting overwhelmed with maintaining his portfolio and is starting to fall behind on autumn yardwork and home maintenance. His spouse and teenaged kids also find his contributions to family conversations rather repetitive and boring (in their words, he’s all “year-to-date” this, and “multi-bagger” that…).
In an effort to free up some bandwidth and reconnect to his people, Joe has decided to reduce the number of securities he owns to about 20 stocks and a handful of broad market ETFs.
Joe is hoping 5i can help him identify:
~10 favourite stocks drawn from its 3 model portfolios
~6 highest conviction US picks.
Joe wants to maximise returns over the next 7-10 years.
Q: I have to sell some NVDA for balance (thanks for creating this problem in my portfolio!). Can you recomment 5 US stocks regardless of sector that might have comparable growth over 3-5 years? Thanks.
Q: I have owned IFC for a while; its share price has gained nicely in the last 12 months or so but I am concerned it is becoming a bit richly value and am considering a switch to CB. What is your view of this change? Would you stick with IFC or make the switch, and why? Many thanks for your excellent service.
Q: Hi 5i Team - Could you provide some information on a company called Meta Materials which still trades or did trade on the Nasdaq. I think it has filed for bankruptcy but am not sure. The symbol should be MMTLP but am not sure of this either. Some specific questions are: How many shares are there and are there any any insider holdings or trading. Is there any potential for this company. I believe there is a class action lawsuit and if so do you have any opinion on how this might play out. I realize that this is a stock that may be difficult to research so any information that you could provide would be appreciated - and there's no rush.
Thanks.