Investment Q&A

Q: I hold full positions in both these stocks and see them as both tied closely to the renewable energy industry. Am I correct? If correct, which one has the best growth profile should I decide to sell one to reduce my concentration risk? Would you expect these stocks to fall with a Trump win?

Q: Can you please rank in order which of the stocks from best to worst you would Recommend today, and are there any that you would Not Recommend at this time (no ranking required)?


TMDX, PLTR, CECO, ASPN, AVAL, LAZR, BIDU, TSLA, VRT, ELMD, NXT, DRX.

Thank you
D&J

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: My losing stocks are LSPD (-65%), MG (-45%), CELH (-53%), and NXT (-40%) in my portfolio. I am contemplating an annual cleaning to weed out the poor performers before year end and invest the proceeds elsewhere.
Please recommend if any of the above mentioned stocks are still worth keeping for recovery in the recent interest rate cut environment ? if not, please rank the order of wipe out sequence. Thank you for your excellent service. Bill.

Q: I am significantly under water in a non-registered account with a holding in NXT, which I bought some months ago. What is your current outlook for the company and the share price going forward? Time to realize the loss and move on? If so, what are some of your current favorite ideas? I have a good number of the companies mentioned by you folks in the Q &A, so 3 or 4 names to choose from would be a help.

Many thanks for your excellent service

Q: For each pair, which would you choose today? VRT vs. SMCI, DCBO vs. TCS, NXT vs. BMI. Thank you!

Q: Good Day,

I redid my portfolio early this year based on much of your feedback. And of those picks, Every single one of them was up, most significantly so, at least once, since that time. Some have returned/fell below those buy levels.

1. DRX, HPS, LMN and VRT, seem to have consolidated up a healthy amount, do these appear to be new support levels from which they'll continue to grow? Still Aces in your books?

2. SMCI is furthest from this years high, what are the main barriers it would have to reaching that high again in the coming year? In your opinion is it likely to get there within 12-18months?

3. NXT, CELH, CDNS, DCBO, and ATS all went significantly up, and almost as precipitously down. They seem to languish. I doubled down (half to full) on CELH on the first big drop in April, which seemed worth it in May, but less so now. Do you have faith in these names still? Is their prospect for growth still the same as it was in February? Are there new names in this Growth profile (or what is was in February) that you are more confident in? With your suggestions here, please rank them with these names from highest to lowest prospects/confidence.

4. AMD. Is it worth holding the 2nd fiddle? Would it be better used in something in 1st in a different space? like AVGO or QCOM?

5. DIS. Been very up and down on this half position. Worth going to a full at this point, or would you want to see the ship righted a bit more before increasing? Would you sell a Disney holding?

AMZN, GOOG, NVDA, TVK, DRX, POWL, TCS and CROX all doing their thing for me :), suggestions other than these please.

Thanks for all you do! Please take however many credits you need.

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: 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: I'm looking to raise some cash by selling a combination of stocks. In what order would you sell from this particular list?

Q: They are going down continuously , do you see any redemption or is just better to move on and take the losses. thanks, Jean

Q: Looking for tax-loss proxy ideas for CAN: DCBO and US: NXT, SMCI, and PLTR. If there are simply better names to consider as replacements, those would be appreciated as well. Thank you!

Q: Hi,

Comments on NXT's quarter, please and thank you! Numbers didn't look bad to me.

Michael

Q: Why the sudden drop in the share price yesterday? Is it related to the flight from small growth stocks?

Q: Hello Team,

I was wondering if you could rank the attached 12 companies from 1 - 12. I have some money to deploy in my cash account and already own all 12 in my TFSA/RRSP. Will be a 3 year hold.

No worries on size, risk or industry, looking for best returns only.

Thanks!

Q: This question is more about Portfolio Analytics.

Portfolio Analytics indicated I was slightly higher in energy than I should be. In reviewing the energy holdings, I was surprised that Nextracker Inc was considered as an Energy holding not a Tech.

Although my trading platform says it is a Tech stock, I suppose a case may be made for it being an Energy stock. I was hoping to understand your rational for it.

I have considered PDI as part of my Fixed Income portfolio. Is this wrong?

Q: I have had the stocks above for long enough to watch them go up and then retreat dramatically after their last quarterly reports. Any thoughts on if taking advantage of the dip with these three is a good strategy or just hold what I have currently? All are underweight in my portfolio. Thanks.

Q: Hi. I currently own ABBV, AMZN, AXON, COST, GOOG, LLY, MSFT, NVDA, VRT in a cash account and have money for one more new stock with medium risk tolerance focused on growth. Your top 5 suggestions, regardless of sector would be appreciated.

Q: Hi 5i Team - In your answer to a previous question you mentioned First Solar and Next Tracker as two of your preferred companies in the solar energy field. Are there any others in Canada or the U.S. including small and mid-caps that you think have potential. They don't have to be profitable at this point but should have decent fundamentals. Thanks.

Q: Please advise how I can invest in Solar Energy , long term investor, medium risk ok
Many thanks
Peter