Investment Q&A

Q: hi group what's going on with following stocks and are they buy sells or holds and why? also suggested buy /sell targets

Cost
FFH
AC
TFII
NVDA
LLY
TOI
MDA

Q: I just saw the spike in CLS stock price today. I’ve been looking to buy but never did. Do you think it’s still a good time to buy or wait?
Would you sell all or some of NBIS or CLBT to buy CLS?
Thanks

Q: Please analyze the earnings and Outlook for CLS. And give us your take.

After the jump in price tonight do you still consider it cheap?

With thanks

Sheldon

Q: Good Morning
Would you sell a half or full position of BYD to buy a half or full position in CLS?
THks
Marcel

Q: In an otherwise diversified TFSA - I'm looking at adding a small (aggressive) position - given the current price on some of the above and many recent questions/comments on others - I've come up with some candidates.

Can you give me your thoughts on which one(s) you might choose?

Thanks,

Terry

Q: Given a 3 to 5 year holding period, what order would you buy the above stocks?

Very much appreciate your service.

Howard.

Q: How would you rank the following for purchasing today? Are there any you would not purchase or would only purchase a portion of final holding?

Q: CSU has grown too large a position in my portfolio, and I am very reluctantly (sadly even) forcing myself to sell a portion.

Along with some additional free capital, I am considering adding four new positions.

I am indifferent to industry, size or region. This is all about growth.

I am willing to hold for many years, but I want companies that are proven winners and very well-positioned to grow aggressively in the long term. Ideally, companies that are standouts in their industry.

How would you rank the above positions in terms of risk (1-10), short-term growth (1-10) and long-term growth (1-10)?

If you have additional suggestions not on my list that may be more suitable, please include them in your analysis.

Thanks for your outstanding service. I owe the bulk of my financial success to you and your team.

Subtract as many credits as needed.

Q: April 28th you answered Kevin ranking these stocks in this order, there has been news on some, any changes you'd make to your guess?

Q: Here are two stocks that well performed since the last weeks. In view of rebalancing somewhat a portfolio, do you consider it's a good time now to envisage some trimming, or do you think the momentum has a good probability to be continued on the mid term?

Thank you very much in advance

Q: I know you like both of these. But if you were adding to one, which one would it be and why? Thx

Q: How would you rate buying these growth stocks today for a 3 -year hold?

Amzn, goog, VHI, PRL, CLS , HPS.a , GLXY, VHI, FOUR, ROAD , CRM, CLBT

Q: I have some money to invest. Could you please let me know, in order of best stocks to buy.

Q: According to Yahoo Finance average vulume for Canada is 1.2 million shares and for the US IT IS 5.5 million shares per day. Where did 5i get your numbers from?

Thx

Q: How do you think Celetica will perform in the current environment? Recent significant downgrade at JPM. Is it likly to react based on NVDA performance?
Thanks for all your guidance,

Mike

Q: One would think that CLS, HPS.A and VRT would be screaming buys if Trump said "just kidding" and ended his tariff war tomorrow. But I wonder if this is true. What are the chances that AI/data centre stocks were in a bubble and all it needed to burst was a new low energy search engine like DeepSeek? Is it possible that the wider market chaos is just masking an inevitable re-pricing of AI and data centre stocks? If so, the current lower price for these stocks may not be the screaming buy they might appear to be.

Q: Some of us still hold CLS. It had a stellar month till recently.

Down 26% in 1 month, 16% in 3 months and down 15% on the year.

Just wanted to ask before all of the profits on this stock disappears, is it still a hold or would our money better be placed elsewhere?

Sheldon

Q: Would you consider replacing NVDA with CLS for more stable long term growth? If so what difference does it make to buy on the TSX vrs. the NYSE?

Thank you,

Q: Celestica- I added a half position last week at $90.10. It’s run back up to $139.50 making it a 3/4 position.. great timing so thank you for the additional insights. My question.. let the winner run seems obvious but do you top it up here or wait for a consolidation. If wait, do you think adding to CRM today makes sense - 1/4 position currently.

Thanks

Q: I know you like both but for a purely growth if you could only buy one company for a 3-5 year hold would you buy Datadog or Celestica today?
Thanks for all of you folks do!