Q: Follow up to my recent question. Crashing 17% Wednesday , but earnings look like a beat. Comments please. Would you hold , sell or buy? Thanks.
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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: Allo,
FRSH is going downhill since it was mentioned in one of your presentation in 2025. Besides the Olympics and the software market, any particular reason? Thanks.
FRSH is going downhill since it was mentioned in one of your presentation in 2025. Besides the Olympics and the software market, any particular reason? Thanks.
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Celestica Inc. (CLS $365.00)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.32)
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Blackstone Inc. (BX $115.33)
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Meta CDR (CAD Hedged) (META $35.19)
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Goosehead Insurance Inc. (GSHD $55.33)
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Freshworks Inc. (FRSH $8.08)
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Powell Industries Inc. (POWL $532.50)
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Genius Sports Limited (GENI $6.37)
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Cellebrite DI Ltd. (CLBT $13.50)
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Brookfield Corporation Class A Limited Voting Shares (BN $60.10)
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GRAIL Inc. (GRAL $52.63)
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Nebius Group N.V. (NBIS $91.01)
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Amazon.com CDR (CAD Hedged) (AMZN $24.08)
Q: I would like to narrow this list down to the best 10 to hold in a long term taxable portfolio. What would you suggest be the top 10 stocks? I currently hold all of them but would like to sell this down to 10. I like holding 10 stocks with about 10% in each as a risk/reward balance. Thank you - and thanks for some of these names which came from you! I am only down on Amazon and BN at this time.
Jason
Jason
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Intuitive Surgical Inc. (ISRG $496.25)
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Crocs Inc. (CROX $86.85)
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Freshworks Inc. (FRSH $8.08)
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Construction Partners Inc. (ROAD $136.66)
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Shift4 Payments Inc. Class A (FOUR $46.94)
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Celsius Holdings Inc. (CELH $49.25)
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Snowflake Inc. (SNOW $170.33)
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Cantaloupe Inc. (CTLP $10.49)
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Genius Sports Limited (GENI $6.37)
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SoFi Technologies Inc. (SOFI $18.39)
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Cellebrite DI Ltd. (CLBT $13.50)
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ReposiTrak Inc. (TRAK $8.65)
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Nebius Group N.V. (NBIS $91.01)
Q: Hello Team,
Are you able to rank (1 to 13) the above companies on which ones you would purchase today based on pullbacks and who you think has the most upside over the next 2-3 years. Thanks.
Are you able to rank (1 to 13) the above companies on which ones you would purchase today based on pullbacks and who you think has the most upside over the next 2-3 years. Thanks.
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Goosehead Insurance Inc. (GSHD $55.33)
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Freshworks Inc. (FRSH $8.08)
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Strategy Inc (MSTR $137.65)
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Shift4 Payments Inc. Class A (FOUR $46.94)
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Palantir Technologies Inc. (PLTR $145.17)
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Snowflake Inc. (SNOW $170.33)
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Applovin Corporation (APP $432.98)
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Cantaloupe Inc. (CTLP $10.49)
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Cellebrite DI Ltd. (CLBT $13.50)
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Symbotic Inc. (SYM $54.21)
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Nebius Group N.V. (NBIS $91.01)
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UFP Technologies Inc. (UFPT $204.30)
Q: How would you rank the following for a growth oriented long-term hold: NBIS, PLTR, FOUR, SYM, CLBT, GSHD, UFPT, SNOW, CTLP, MSTR, FRSH, APP
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Freshworks Inc. (FRSH $8.08)
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Shift4 Payments Inc. Class A (FOUR $46.94)
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Cantaloupe Inc. (CTLP $10.49)
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Cellebrite DI Ltd. (CLBT $13.50)
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Sportradar Group AG (SRAD $19.58)
Q: Small/Mid cap stocks have been down in recent weeks, some down significantly.
What would be your top 5 Small/Mid cap Canadian and US Stocks in today’s market?
Thank you
Tim
What would be your top 5 Small/Mid cap Canadian and US Stocks in today’s market?
Thank you
Tim
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Zedcor Inc. (ZDC $5.82)
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kneat.com inc. (KSI $3.98)
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Vitalhub Corp. (VHI $8.26)
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Freshworks Inc. (FRSH $8.08)
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Galaxy Digital Inc. Class A common stock (GLXY $29.70)
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Docebo Inc. (DCBO $24.18)
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Shift4 Payments Inc. Class A (FOUR $46.94)
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Cantaloupe Inc. (CTLP $10.49)
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SoFi Technologies Inc. (SOFI $18.39)
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D2L Inc. Subordinate Voting Shares (DTOL $9.80)
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ReposiTrak Inc. (TRAK $8.65)
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Nebius Group N.V. (NBIS $91.01)
Q: Hello Team,
I am looking at adding a half position of one of the above companies in my TFSA. Can you please rank them in order with the most potential return over the next 3 years. Thanks
I am looking at adding a half position of one of the above companies in my TFSA. Can you please rank them in order with the most potential return over the next 3 years. Thanks
Q: Hi 5i Team,
Pls comment on Fresh Work quarterly earning,
Do you still like it, would you be a buyer?
Thanks.
Pls comment on Fresh Work quarterly earning,
Do you still like it, would you be a buyer?
Thanks.
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Goosehead Insurance Inc. (GSHD $55.33)
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Freshworks Inc. (FRSH $8.08)
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Construction Partners Inc. (ROAD $136.66)
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Shift4 Payments Inc. Class A (FOUR $46.94)
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Cantaloupe Inc. (CTLP $10.49)
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SoFi Technologies Inc. (SOFI $18.39)
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Cellebrite DI Ltd. (CLBT $13.50)
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ReposiTrak Inc. (TRAK $8.65)
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Nebius Group N.V. (NBIS $91.01)
Q: Can you provide a short list of small or mid cap US stocks that you would recommend?
Q: Peter/5i staff, could I have your best 3 ideas for small caps, three from US and 3 from Canada, Thank you for all your helpful advice, Cheers, Geoff
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Intuitive Surgical Inc. (ISRG $496.25)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $199.45)
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WELL Health Technologies Corp. (WELL $4.20)
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Crocs Inc. (CROX $86.85)
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Freshworks Inc. (FRSH $8.08)
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Docebo Inc. (DCBO $24.18)
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Vertiv Holdings LLC Class A (VRT $257.75)
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Shift4 Payments Inc. Class A (FOUR $46.94)
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SoFi Technologies Inc. (SOFI $18.39)
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Cellebrite DI Ltd. (CLBT $13.50)
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Westgold Resources Limited Ordinary shares (WGX $7.69)
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Nebius Group N.V. (NBIS $91.01)
Q: Hello Team, Seams like every couple weeks something in the world changes the script (Trump, Tariffs, Deepseek, etc). Can you please rank the above 12 stocks from best too worst for the next 2-3 years. No worries about size of company or industry. Thanks so much!
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NVIDIA Corporation (NVDA $182.48)
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Salesforce Inc. (CRM $192.95)
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ServiceNow Inc. (NOW $109.42)
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Freshworks Inc. (FRSH $8.08)
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CrowdStrike Holdings Inc. (CRWD $384.86)
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Datadog Inc. (DDOG $111.11)
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Palantir Technologies Inc. (PLTR $145.17)
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Snowflake Inc. (SNOW $170.33)
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Cellebrite DI Ltd. (CLBT $13.50)
Q: Do you prefer CRM or NOW. It seems CRM is down in sympathy with NOW results. Were they really that bad? CRM trailing PE is almost 30 but NOW is much higher I believe. I have sold half my NVDA with the idea to move it into the next phase of AI adoption, software. Am thinking one of these and perhaps PLTR. You have much posted on it, any information you could add regarding buying it, would be helpful. Any other software companies you would consider? Thank you so much.
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Salesforce Inc. (CRM $192.95)
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Freshworks Inc. (FRSH $8.08)
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IES Holdings Inc. (IESC $502.37)
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Nebius Group N.V. (NBIS $91.01)
Q: Good Morning 5i Team,
IESC went to the moon last week with the Stargate announcement, then got torpedoed by Deepseek on Monday. Still worth holding for the new data centres electrical build-out theme, or swap for NBIS or FRSH?
Thank you.
Brad
IESC went to the moon last week with the Stargate announcement, then got torpedoed by Deepseek on Monday. Still worth holding for the new data centres electrical build-out theme, or swap for NBIS or FRSH?
Thank you.
Brad
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Salesforce Inc. (CRM $192.95)
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ServiceNow Inc. (NOW $109.42)
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MongoDB Inc. (MDB $325.01)
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Freshworks Inc. (FRSH $8.08)
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Cloudflare Inc. Class A (NET $181.02)
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Datadog Inc. (DDOG $111.11)
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Palantir Technologies Inc. (PLTR $145.17)
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Snowflake Inc. (SNOW $170.33)
Q: While picking up the pieces from the Deep Think carnage on my tech stocks, it occurs to ask which stocks will benefit from the possible reduction in the cost of AI......can you provide a short list 5 - 10 of potential beneficiaries of that? Many thanks for your excellent service.
Q: What so you think of the the most recent Q of financial results for Freshworks. I see that it announced a non-GAAP profit. Can you help me see if there is an opportunity for further growth and real profits going forward.
Thanks for all you do
John
Thanks for all you do
John
Q: What are your thoughts about this company and D2L which is supposed to be coming out with an ipo? Thanks. Shyam