Investment Q&A

Q: Here are 6 US stocks that have been beaten way down. Would appreciate your thoughts on the recovery potential.
Thanks, Greg

Q: Good morning,

Both my consumer cyclical holdings - Footlocker and Canada Goose - have lost a lot of money. I am wondering what 5i's thoughts are?

Regards,

Ryan

Q: Good morning,

I'm short on discretionary stocks. Looking at above 2 companies although Decker's is plunging this morning they have strong brands, they beat expectations but would not provide guidance. Buying opportunity?

Any other you like better even if not in this sub industry. Loaded with US cash

Appreciative of your services tried Jim Cramer for 4 months on a Christmas deal, Don't know how people can work with him quite the character and he makes my head spin. Loll

Have a nice day
Denis

Q: Hello, What are your thoughts on Crox? Is it mispriced? What are your thoughts on management and how do they invest their free cash flow? Has a recent deal affected this company?Thanks.

Regards,

Shyam

Q: Sell or not, and proxy for sales in your opinion.
AC, TECK.B, CS, SES, STLA, ARE, CVE.
XBI-N, HD-N, NIKE-N,

Q: Hello Team,

Are you able to rank the above companies in order on which one you would purchase today, looking for great possible return over the next 2-3 year. Plus 2 of your other favourite US stocks.

Thanks

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.

Q: Hello 5i team, the listed companies have had a rough period in terms of performance in the last 8 months seeing an average of 30% loss over the past year.

What are your current thoughts on them and what would you recommend for an investor looking for a long term hold?

Q: What do you think of the recent quarterly results?
Thanks

Q: I hold these small/mid cap stocks. Most have done well.

It looks like the interest rates vs inflation discussion isn’t going away soon and rates may be higher for longer. With this as the backdrop and current uncertainty around the markets is this a time to lighten up on Small/Mid cap stocks and take some profit? Or would you hold?

Thanks
Tim

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!

Q: I hold a small position of CROX in my TFSA and non-registered accounts with a small gain. With slowing growth in the forseable future, I am contemplating selling. Am I too quick to give up on CROX? If I sell what could you recommend I replace it with?Either Canadian or US exchanges. I would be leaning for a suggestion more suitable for TFSA account.
Many thanks

Q: I hold CROX and 2024 has been a roller coaster ride. Still up a bit though.
I am looking for clarity on holding it, based on 2 recent responses.
Dec 13, Dick asked about top 3 growth stocks in USA, and CROX made that coveted list.
Jan 22, Dave asked to rank 6 specific stocks for growth, based on 2025 estimates. On that puny list, CROX ended up last, with 0% growth forecast.
I cannot rationalize those two responses. In one case, it is one of the top stocks in America; in the other, it is last amongst six. Looking for clarity on what to think of CROX for 2025. Many thanks.
(another) Dave

Q: Hello 5i
Please tell me the expected 2025 growth rates for the above stocks.
Which order would you buy if different than highest to lowest growth?
Thank you
Dave

Q: Can you please rank the above companies for capital appreciation over the next 2-3 years. No worries on Risk or Industry. Thanks again!

Q: I'm wallowing in Consumer Discretionary ideas. Can you please rank the following for most likely highest gains in 5 years? What would an ideal basket of 5 stocks be? Also would you be cautious on this sector in 2025?

ULTA, LULU, TSLA, UBER, AMZN, CELH, DOO, MG, ATZ, AAPL, BKNG, QSR, ONON, DOL, CROX

Q: A number of these Small/Mid Cap companies have pulled back recently (other than CLS). Do you consider these companies all buys at current prices? What would be your top 5 picks from this list?

Thank you and deduct appropriately.
Tim

Q: WHAT WOULD BE YOUR TOP 3 STOCKS CANADA AND TOP 3 IN THE US....THAT HAVE GOOD GROWTH POTENTIAL OVER THE NEXT 3-5 YEARS....BUT ARE NOT CURRENTLY RUNNING WITH HIGH P/E RATIOS....MAYBE OVERLOOKED OR UNDERVALUED.
I AM LOOKING AT A JAN-MARCH 2025 TIMEFRAME FOR BUYING.
THANK YOU FOR YOU VALUED INFORMATION.

Q: I currently own the following at a loss: ASPN, CROX, NU, TMDX, VKTX

You suggestions on which to:

1. Sell and look elsewhere for better opportunity
2. Sell and rebuy in 30 days
3. Add into current weakness

Q: Hello 5i staff
I have a portfolio consisting in a few etf’s and a few stocks for the American side. One of these is a small cap etf. On the Canadian side it have mostly large blue chip stocks. CSU, BNT, etc. These are mostly at the full 5% quota. I keep some of these smaller stocks, I suppose because I enjoy winning. The problem, though, is that I hate losing. I keep the amount of these smaller stocks small because of that fear of losing, I suppose. They are often between one and two per cent of a fairly large portfolio, which is low percentage wise, but still quite high dollar wise. I am an advancing senior with moderate risk profile. Have a modest pension, which allows us mostly to live without touching investments. I have been wondering lately whether I should just bite the bullet, take the risk and add more to these fast growers ( and from time to time, fast losers) or whether I should just sell them all and consolidate in the larger stocks and etf’s. especially since I can say that I have won the game? Perhaps I could keep a few for fun. But, I guess that is what I am doing now. I know that you cannot give personal advice. But, I find that you usually have interesting things to say about these kinds of situations. As well, it has been cathartic and possibly helpful for me just to frame the question.
Thanks for all the help you offer us