Investment Q&A

Q: Q: Hi 5i team,

What would be your current 5 best (highest conviction) US buys “in order” in each of the following categories please.
1. small cap
2. mid cap
3. Large cap
Hold target is 5- 10 years.

Thank you

Q: Hello, can you please provide your top 5 small cap recommendations based in the US? Thanks.

Q: Hi Team,
What entry price would be good to initiate a position in TMDX?
Knowing you don't give personal advice how high of a weight would YOU be comfortable holding it?
My other healthcare holdings are LLY and ISRG. How would you rate all three in terms of projected growth and risk level?
Thank you

Q: According to your people at 5i Research, the fact that a stock is considered to be expensive is not a reason for an investor not to buy it. You have argued that the stock can continue to remain expensive throughout its climb to higher and higher prices. A stock that exemplifies your position is Constellation Software (CSU). On the other hand, Shopify (SHOP) was also considered expensive in its heyday and then declined dramatically in early 2022. What aspect (or aspects) in SHOP’s case made it more vulnerable to a sharp decline compared to CSU?

I ask this because I’m considering buying shares in TransMedics Group (TMDX) which you have described as a high quality business but “expensive on valuation” (August 28, 2024). In your opinion, will TMDX have the same consistent growth curve as CSU or is it more like SHOP and should therefore be considered as having a higher probability of falling off a cliff at some point in near future?

Q: Hi 5i Team,

Would you still endorse a purchase of TMDX, CLBT, ASPN and CPH? When looking at the recent momentum of FLUT and DUOL would you still be buyers of these companies? What would be your order of preference if you were buying today?

Thanks as always,
Jon

Q: Hello Team,

Are you able to rank the 12 companies listed from 1 to 12 in terms of capital appreciation over the next 2-3 years. I currently hold all of the mentioned stocks but do have some cash to deploy. Thanks.

Q: If you were to add just one of these, which would it be please?

ASPN, CROX, TMDX, AVAV, CLBT

Q: Just renewed earlier this year and realized it's been 10 years. Thanks for all your sage advice over the years and the many multibaggers (I was hooked after Amaya) that came with it.

What initially drew me to 5i was Peter's enthusiasm for small caps. Using his methods can you recommend your current favourite US small caps at the moment (I have lots of Canadian ones thanks to the growth & balanced portfolios).

Thanks, see you in 2034!

Q: Hi! Could you explain the sharp dip in price for TMDX recently?

Also, I am down almost 20% HPS.A and keep waiting for it to get better. It tries, then falls, rinse and repeat. What's going on here? Is there good reason to be patient?

Thanks so much.

Q: Can elaborate on your bullish thesis here?

Yes, revenue is growing extremely fast, you love the stock momentum, and they have a pretty clean balance sheet.

But, the valuation is also extremely high and they aren't earning much on the bottom line.

I typically view this type of situation as poor risk/reward. Any "miss" could elicit a sharp sell off.

How are you thinking about this company that gives you confidence in it and allows you to view the risk/reward as favorable?

Q: Hello Team,

Looking to purchase a couple stocks in my US dollar trading account, are you able to rank the above stocks from 1 to 12. Don't worry about size, industry or risk, will be holding for 3 years. Thanks so much!

Q: What are your best ideas 5 in Canada and 5 in USA over next 2 to 3 years for capital appreciation ? Thank you RAK

Q: Hi 5i!

I’m a little overweight in the AI sector and want to diversify. Respecting that growth and stability are not often in tandem, would you endorse a selling VRT and buying TMDX, ASPN or CLBT?
Do you see either of these three companies as having a better growth (and some stability) outlook over the next 2-3 years than VRT?

If you could only pick one which company do you have the most conviction in today?

Thanks so much for all you do!

Q: Would you buy into the momentum of ASPN($16.98) , TMDX ($88.71) and CLBT ($11.85) at current valuations for a 2-year hold?

Can you provide 5 or 6 other stocks with similar growth profile in US or Canada?

How would you tank them?

Thanks

Q: Peter; Did you see any news on TMDX to account for the quick jump - then drop back this am?
Thanks. Rod

Q: Hi 5i Team,

I currently own Super Micro and Nextracker and wondering if you would prefer a switch into TMDX, ASPN, CLBT and PLTR? How would you rank the 6 for a hold over the next 3-5 years?

Thanks as always,
Jon

Q: Hi Team,
Two part question. Firstly, like a fool I sold out of crwd at the worst possible time during the selloff in anticipation of more bad news and to raise cash in the overall sell off. Ever since it seems to be on a steady rise back up. Is it time to buy back the shares or should I wait until after earnings?
Second; do you see any compelling buys out there today to put new cash to work? If so what are some of your favourite names to purchase today Canadian and US. I was looking at adding to propel possibly …it boggles me it had such strong results and a muted share price ; not sure why but it seems undervalued. Same with go easy but I am already over weight in that one.

Thanks ,
Shane

Q: Could you please rank these five companies, best first, for a 3-4 year hold. Thanks

Q: Could you suggest 10 High growth stocks to buy and keep for next 10 years.

Thanks

Q: Would you kindly provide 4 US stocks and 4 CDN stocks that would be your best bets today to increase in value by 1000% over the next 10 years. Thanks.