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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: Greetings 5i Team,

Wondering if I can get your current opinion on Nextracker? Seems I may have had some unfortunate timing with my recent purchase of this company, as it's now down 26%. Is this some short-term manipulation and shorting by large hedge funds? My understanding is that it has realized big SP pops after the last few earnings releases. In anticipation of a repeat performance in the upcoming May release, might it be a good time to do some buying (ignoring the usual advice that you're not big fans of averaging down)? Thanks. Brad
Read Answer Asked by Bradley on April 26, 2024
Q: I would like to put some money to use. I have put the above list together. Can you rank which ones you would purchase from 1st to last?

Thanks
Read Answer Asked by sean on April 16, 2024
Q: I take it that NXT only went public about a year ago? Can you discuss a little bit the pros and cons of investing in a newly traded public company? If I am reading things right it looks like lots of insider selling recently, is that to be expected and not a negative? I assume the purpose of going public was to raise capital for growing the enterprise, how soon would you expect a company such as NXT to go back to the market and issue more shares?
Read Answer Asked by Stephen R. on April 15, 2024
Q: I have some USD cash sitting in my RRSP. What would be your most compelling buys today for an agressive investor for an RRSP, irregardless of sector. Kindly rank if possible. (with the caveat that tax loss selling isn’t possible)

I was considering FCX or EXP as I am light on materials. Would either of these fit in an RRSP, and which of these two would be your preference at this time?

Thank you
Please deduct as you deem fit.
Read Answer Asked by Karim on April 11, 2024
Q: I need to trim SMCI, NVDA and VRT. I have partial positions in AMZN, MSFT, AMD, LLY,GOOG, AXON, NXT, CELH, PLTR and NTNX. Could you please order the partial positions from high to low, for a potential add? What are your recommendations for 4 or 5 other growth stocks, any size/sector that I could investigate for a new position? Would any of the these growth stocks fit into the ranking of the partial positions? If so, could you place them into the ranking? Thanks very much for this service and the patience you show, in answering the many questions!
Read Answer Asked by Greg on April 08, 2024
Q: I’ve held this name for 6 years and haven’t made a cent. Global warming may ultimately be the demise of this business. Looking to replace with a high growth U.S. name. What other businesses with a market cap less than 20 Billion would you put on the same growth trajectory as CELH?
Thanks
Read Answer Asked by Curtis on March 26, 2024
Q: I read a piece In the G&M by Rosie on the weekend re: nuclear energy as a potential outperformer. It mentioned the above firms as potential investments. I did a little homework and of the Cdn firms, the only 1's I thought worth investing in were the ETF and ATRL. I was unfamiliar with the U.S. firms . Can you shed some light on them please? I do have positions in Hammond Power, SMCI & Vertiv, which I'm pleased with and am thinking of adding to. Thanks for any light you can shed on this for me to enhance an informed decision.
Read Answer Asked by David on March 22, 2024
Q: You recommended about a month ago the above stocks
Would you still purchase these and can you rank them in order of which to buy first?
ESTC seems to have fallen a lot- is it still a buy?
Thank you
Read Answer Asked by Indra on March 22, 2024
Q: Sorry for asking another tech ranking but I read a question about some of your best ideas currently and I want to mesh with my current holding. Can you please rank the above stocks for purchase/hold today?
Thank you
Read Answer Asked by Neil on March 18, 2024
Q: In a previous question I asked a few months ago,
- One of the questions I asked was :
- What Companies do you think was a screaming Buy... And You said SMCI...
- Good call!

- Now my Question is : Currently in this environment, What would you suggest is a Screaming Buy.. - In any Sector, Based on current stock price and valuation

Thanks in advance,
M
Read Answer Asked by michael on March 18, 2024
Q: On Mar. 14 in the Q & A, Mike was concerned about a short squeeze on CELH and provided the reasons why. 5i said yes there could be one and I get the impression from reading the answer that a short squeeze would cause a fair sized drop in CELH.
Jason Donville was answering a question on HPS.A and he said it had quite a run and he likes it, but he is going with NXT because it might have a longer runway at this time.
Thank you
Read Answer Asked by Dennis on March 18, 2024
Q: Hello 5i,

On Feb 28th 5i provided answers to Jacques and David on the top 10 US and CAD stocks to own in a TFSA. Thank you for that answer.

Can you please provide the top 12 stocks overall (CAD or US) in order of priority that should be in a TFSA? We have both US and CDN funds + CDR's. Diversity is not important at this time and we are anticipating that US stocks will outnumber CAD stocks in the top 12. Funds are not required for 6 years or more.

If this was your TFSA, would you have equal weighting or will one or more of the stocks have a higher weighting compared to other stocks? If yes, can you identify the stock(s) and the % of weighting? We can equal weight the remaining stocks.

Thank you

D&J

Read Answer Asked by Jerry on March 12, 2024
Q: Hello 5i,

Thank you for taking time to answer so many questions on top stocks to own or purchase. We read through questions on ranking popular stocks but we were not able to formulate a priority list of CDN and US small cap stocks, especially with so many rising quickly in the last couple of months.

Based on current valuations, risk, growth potential, and management, in what order would you purchase the stocks below for a 2-5 year hold? If there are too many stocks, can you please list your top 10 or 12 in priority from the list?

ACLS, ACMR, AXON, CELH, DOO, ESTC, GSY, HPS.A, INMD, LMN, OPRA, NXT, PATH, PLTR, SMCI, VRT

Thank you

D&J
Read Answer Asked by Jerry on March 04, 2024
Q: Thanks to 5i, over the recent past, I have DCA these stocks, holding less than 5% with room to add based on your advice.
a) 3% - AXON VRT HPS ISRG LMN
b) 2% - BKNG CLS LLY NVDA CELH
c) 1% - POWL NXT EXP
Please rank those that you would be comfortable adding to [DCA] now - with target percentages. For example, would you add to AXON first and, if so, to what percentage.
.
Read Answer Asked by sam on March 04, 2024
Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?
Read Answer Asked by Neil on March 04, 2024
Q: For a TFSA, what are the 10 U.S. stocks that you would recommend ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on February 28, 2024
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