Investment Q&A

Q: The market cap of this roll up company is 5.6 Billions and they have about 5 Billions in cash. They try to buy their first company Beacon roofing now. Do you think it is a good idea to buy a small position at the current price for the long term ? Thank you

Q: This stock has been on quite a run the last number of sessions. It looked like it was consolidating in the $21 range but up lately.

What would be a fair entry point and do you feel that it's priced to perfection already?

If one had to add AXON or CLBT to their TFSA which has the best long term prospects? My thought is AXON ....

Q: With the aftermath of the California disaster, which companies could be involved in all levels of rebuilding those areas ( Engineering, construction, cleanup, etc.).
Thank you.

Q: I recently purchased FCX and watched it go down 20%. What is the reason? Is it time to add? Is more patience required?
Thanks!

Q: Hi. Do you still see AI story intact for 2025? If so, what stocks would you buy? thanks,

J

Q: Apple and Microsoft have grown to be well over 10% of my portfolio. I do not have Google or Amazon. Would you rebalance the 4 stocks into 4 equal parts? I also own NVDA.

Q: Between December and now, has your view of SYM changed? Have they cleaned up their issues that caused the drop in November? The short ratio is still quite high. Your overall thoughts would be appreciated. Thanks.

Q: NVDX Can you tell me anything about this ETF. I see no data. Is it investible?

Q: Hi Folks!

Could you tell me what the 24 month expected growth is for Datadog and Celestica? Do you see this as a good entry point or are these companies expensive based on your metrics? They have had quite the run up.
Would you wait for a pull back or be fine hopping in now.
This is for a 2-3 year hold.

Thanks so much for all you do!

Q: Is Fubo a good buy today?

Q: Your comments please on recent earnings. The stock is expensive as per past comments, but would you continue to accumulate.

Thanks

Q: With the most recent earnings call, and missing expectations just a bit, then the sell off, would you be a buyer i) for this sector and ii) for this specific stock?
Thanks

Q: I have pretty much decided to put my TFSA contrib into Intuitive Surgical. Can you talk me out of it giving one or two arguments against (other than valuation as its always expensive)? Thanks

Q: Can you rank the following stocks best to worst please? Thanks

Q: Hi 5i,

Looking at PSIX on NASDAQ, what is your take on this stock?

It's not listed here, Power Solutions Intlc inc

Thanks

Q: Dear 5i
I currently hold VRT in my TFSA and was considering adding NBIS but was wondering if they are too similar in terms of what they do . If so could you recommend another smaller cap high growth stock instead .
Thanks
Bill C

Q: I submitted this question on Sunday, so now re-submitting...

Asking this question for a friend who is relatively new to investing (and may be a future 5i client:-)

She has $200k in a non-registered account and is contemplating a balance of 75% US ETFs and 25% US equities, any sector. The account is growth-focused, moderate to medium risk; no funds will be withdrawn for 3-5 years. Given these parameters, please suggest 4 ETFs and 4 stocks she should consider. Thank you.

Q: Hi. After listening to a 5i podcast about 4 years ago - in May 2021? - I purchased Ultra Clean Holdings. Since then, I’ve pretty much been underwater with that holding by 30% or more (34+ % today). The stock did bounce, I think once, but it was short-lived and I’m still holding. What is in the cards for UCTT if you don’t mind answering a question on an American company. Thank you.

Q: Recently KSS has loosing its value significantly with mostly SALE recommendation. Do you have any opinion on this company? There dividend is way high to maintain it.

Q: These companies caught my eye recently due to their broad exposure to infrastructure, energy and engineering. The 1 yr chart for MTZ is pretty good as well. However, some of MTZ's fundamentals I look for seem inconsistent (equity, EPS, free cash flow and operating income). I'm not sure what to make of this one, and see others (eg:PWR, J) in the energy infrastructure/engineering as also looking promising.

I'm not beholden to either of these (and please propose others), but now that I know such companies exist, can you recommend a few options for a "catch all" for exposure to electrical demands (AI, data centers) and upgrades (utility), other energy infrastructure (solar, hyrdo, transmission etc) and even communications (cell towers, etc). Perhaps a wide range here, but curious what comes back from 5i!

I'm particularly interested in your comments on management effectiveness