Q: hello 5i,
please comment on earnings. to my untrained eye, it looks like sales grew by 70% but net income fell (slightly). How would you assess these results?
TIA!
Q: Please review Q results for both.
Is it still a hold/buy for both? (I do not intend to add to the existing positions). My objective is growth with both names.
Q: Good Morning
Does the large drop just before earnings shake your confidence in the integrity of management in Terravest? Seems hard to believe it was a lucky guess on behalf of those who sold yesterday. Where do you see the stock going from here?
Thank you
Q: The above companies are widely followed here and are all reporting results between now and the end of the month. If you were to use results reactions as a "trading opportunity" which of those, if any, would you buy prior to their respective announcement.
Thanks,
Terry
Q: Hi There,
I’m considering starting a new position in PRL or TVK. Of the two, which do you feel is the most compelling buy in the current environment for long term growth?
Thank you,
Q: Hi 5i. Do you think the current levels ($160) are a good entry for a new position in TVK? Do you still see it as a stable company and a good long-term core holding?
Q: I am considering triming the following stocks ALA, BDT, CVE, EFN, GSY, GWO, IAG, MEG, PEY, TVE, TVK, WCP and X. If I do trim, there will be significant Capital Gains. How would you rank them for total return over the next 2 years? How would you rank them for trimming and if different than above ranking, please advise the reason for the difference ? Thanks
Q: " I am increasingly interested in shifting from US to Canadian growth stocks and have been looking a little closer at the 5i growth portfolio as a result. I recently acquired a position in PNG.V and am actively looking for another great Canadian growth story. Could you comment on the company (or companies) you would recommend from your growth portfolio that would be the best bets to put new money to work in the current environment?"
Q: We're taking some profits from my wife's position in TVK, and I'm looking to establish a new position for her.
For what might qualify as tech/AI, she has DSG, AMZN.ca and Goog.ca. On the AI theme, I'm considering Avgo.ne (I'm overweight Nvidia), ASML.ne or AMD.to. She also lacks in Communications and tech generally, so I'm also thinking NFLX.ne. and Uber.ne.
This is intended to be a long-term holding with growth in mind, so can you rank the five companies -- AVGO, ASML, AMD, NFLX and UBER in order of preference please in terms of long-term growth.
And thank you for your service over the last decade-plus, because retirement certainly wouldn't be in sight without 5I's help.
Q: Terravest, Celestica, Lumine, Vitalhub, Hammond power solutions and several other stocks have already been discovered by the market, with their share prices reflecting that momentum over time. In your opinion, could you name 2-3 stocks US and CAN that are still under the radar and have strong potential to surge once they're discovered by the broader market? Thank you for your excellent service and insightful guidance.
Q: Hello. I’ve held Savaria in an RESP for a number of years and have done decently though it has not performed well recently. Ignoring diversification etc I’m wondering if a switch into TVK might provide better returns. Thoughts on this ignoring other holdings?
Q: Hi 5i team
Let me start by thanking you all for you valuable insights into markets and stock valuations through the years. My question is regarding a tfsa portfolio. I am considering reducing amount of stocks to 20. Which 6 stocks would you let go in order of first to sell to last. Secondly, could you give me a brief opinion/ comment on my present holdings in a tfsa and if there's value in keeping status quo.
Thanks as always
Gilles