Investment Q&A

Q: Do you see FLY as more opportunistic at these price points than the following AI exposed companies? NBIS, TER, CLS, MU

For the sake of diversifying, which of the 4 companies would you sell for FLY? If any..

Conviction rating for each please ? 3-5 year hold.

Thanks

Q: your choice for upside in this tech market today and why

Thanks Dave

Q: Thanks for the recommendation on CLS!! To further the AI supply chain theme...What do you think of these other companies that are wiring, cooling, and building data centres for the future? Besides CLS, which of these do you think offer good upside from today with reasonable risk/reward?

Q: Thank you for the invaluable service you provide and from which I heavily rely on. The following stocks are in my grandchildren's RESP account: ARX, CLS, CNQ, ENB, RY, SLF, TD, TOU, TVE, VHI and WSP.
I have cash to deploy and would appreciate five NEW stock ideas along with suggestions on which EXISTING stocks, if any, you would add to, both in descending order. (I just sold IFC and TRI, so am not interested in adding either of them)Thanks.

Q: Could you rank the growth of PNG, KXS,CLS,GLXY. Best first to least and would you rank hold/buy?

Thank you for your service!

Q: Hi I currently hold these US companies. Can you please suggest your top 10 US companies that would compliment these the best for a long term hold? In order ideally. A growth rating 1-10 (10 being the best) and a risk rating 1-10(10 being the riskiest)

Thanks so much

Q: Can you share where CVLT stacks up with some of the growth names more widely discussed here? Where would it rank as an investment compared to NBIS, PNG, ZDC, AXON, CLBT and CLS? Perhaps rank from highest to lowest conviction if not too much trouble. Is it a good entry point today or would you wait to see something specific before initiating a position?

Q: Hello 5i,

I'm considering an option's strategy that would allow me to capture the upside to stock ideas (e.g., smaller cap companies) in cases where I would prefer to not purchase the stock, as I already have quite a few stocks especially in the technology sector. For example, I was thinking of buying a few call options for CLBT at a strike price of $20, expiring Jan. 16, 2026 for around $0.65. I would sell to close the options a bit ahead of the expiry date if the stock price is above $20. I have previously sold puts for things like AXON and CLS but then the stock price took off and I was left with a reasonable premium but nothing compared to the price appreciation. I would appreciate any thoughts you have about this idea. Also wondering what your top 5 ideas might be for the US market with a strike price/timeframe for the option.

Thanks so much,
Lisa

Q: Looking to add to a diversified portfolio. What would you pick from this list for 10year hold. Looking for best possible return potential. Is there another to consider that’s not part of this list?

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