Q: Hello 5i, can you comment on Crocs earnings please. The market seems to like them, but what do you think about the declining Hey Dude revenues? 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.
- Garmin Ltd. (Switzerland) (GRMN)
- TerraVest Industries Inc. (TVK)
- Crocs Inc. (CROX)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- Vertiv Holdings LLC Class A (VRT)
- Propel Holdings Inc. (PRL)
- Lumine Group Inc. (LMN)
- TransMedics Group Inc. (TMDX)
Q: I am setting up an income RRIF and thanks for all your your answers to my questions. I would like to add one potential growth stock because that is me. It won't be a huge % say 3. Can you suggest a couple CAD and USD each? Thanks again. Dan
- POET Technologies Inc. (PTK)
- Garmin Ltd. (Switzerland) (GRMN)
- Bank of Nova Scotia (The) (BNS)
- Brookfield Renewable Partners L.P. (BEP.UN)
- ATS Corporation (ATS)
- Kinaxis Inc. (KXS)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Crocs Inc. (CROX)
- Powell Industries Inc. (POWL)
- Docebo Inc. (DCBO)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
- Nextracker Inc. (NXT)
- AppFolio Inc. (APPF)
Q: Good day,
Did a huge portfolio makeover a few months ago, almost entirely with your picks (minus a few that didn't click for me) and some of my high own high conviction names. For the most part, they've all done pretty well, with the exception of the last few weeks.
1. Is the last few weeks just overall uncertainty/retraction?
2. bep and bip are down ~15%, is it worthwhile getting out and averaging down BAM or BNS?
3. ATS and CELH are down after large runups after I bought. worth buying/averaging down on one of these?
4. DCBO and NXT back to scratch after huge runs. Do you expect those levels to return? Timeline wise? NXT spun from FLEX, but Flex continues to climb
5. KXS is down 8%, and seems pretty spikey over the last 5 years. Just wait for the next one? Should this start to create more of a steadier trend upward?
6. I bought POWL, and it's basically done nothing, thoughts on the company now? alternatives?
7. I saw a youtuber vid that really loved POET for the coming months years. I was telling a friend about it yesterday because I like (and understand) the technology and what it could do. He literally bought some while we were talking yesterday morning and he's up 30%... Are the company fundamentals/contracts improving? or could it just be hype from youtubers and the like?
Almost all of these had some pretty significant periods of running since I rebalanced in Jan/Feb. I know market timing is not a solid practice, but in a lot of these growth names, at what point is that jump worth moving on from, freeing up some cash for another opportunity down the road? And how do you determine whether it's time or not?
Finally, in the event that your attitudes have changed on any of these, do you have a top 3 CAD, top 3 US new ideas over the last few months that have really turned the tide/become strong buys that I may replace/add?
Thanks for everything!
James
Did a huge portfolio makeover a few months ago, almost entirely with your picks (minus a few that didn't click for me) and some of my high own high conviction names. For the most part, they've all done pretty well, with the exception of the last few weeks.
1. Is the last few weeks just overall uncertainty/retraction?
2. bep and bip are down ~15%, is it worthwhile getting out and averaging down BAM or BNS?
3. ATS and CELH are down after large runups after I bought. worth buying/averaging down on one of these?
4. DCBO and NXT back to scratch after huge runs. Do you expect those levels to return? Timeline wise? NXT spun from FLEX, but Flex continues to climb
5. KXS is down 8%, and seems pretty spikey over the last 5 years. Just wait for the next one? Should this start to create more of a steadier trend upward?
6. I bought POWL, and it's basically done nothing, thoughts on the company now? alternatives?
7. I saw a youtuber vid that really loved POET for the coming months years. I was telling a friend about it yesterday because I like (and understand) the technology and what it could do. He literally bought some while we were talking yesterday morning and he's up 30%... Are the company fundamentals/contracts improving? or could it just be hype from youtubers and the like?
Almost all of these had some pretty significant periods of running since I rebalanced in Jan/Feb. I know market timing is not a solid practice, but in a lot of these growth names, at what point is that jump worth moving on from, freeing up some cash for another opportunity down the road? And how do you determine whether it's time or not?
Finally, in the event that your attitudes have changed on any of these, do you have a top 3 CAD, top 3 US new ideas over the last few months that have really turned the tide/become strong buys that I may replace/add?
Thanks for everything!
James
- Elastic N.V. (ESTC)
- Crocs Inc. (CROX)
- Integer Holdings Corporation (ITGR)
- Vertiv Holdings LLC Class A (VRT)
- TransMedics Group Inc. (TMDX)
- Nextracker Inc. (NXT)
Q: Hello,
What are your favourite US small and mid caps. And what would be your ranking for putting money to work?
Thank you!
What are your favourite US small and mid caps. And what would be your ranking for putting money to work?
Thank you!
- Adobe Inc. (ADBE)
- Celestica Inc. (CLS)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Ulta Beauty Inc. (ULTA)
- Crocs Inc. (CROX)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Propel Holdings Inc. (PRL)
Q: Hi team,
About 6 month ago, you provided a list of 10 stocks you considered "high conviction" buys. Thus, I bought VRT, HPD.A, LLMN. I have no regrets so far....for good reasons.
Grateful if you would provide your actual high conviction list, both in Canadian and U.S. stocks, indicating your order of strongest conviction.
Gratefully,
Jacques IDS
About 6 month ago, you provided a list of 10 stocks you considered "high conviction" buys. Thus, I bought VRT, HPD.A, LLMN. I have no regrets so far....for good reasons.
Grateful if you would provide your actual high conviction list, both in Canadian and U.S. stocks, indicating your order of strongest conviction.
Gratefully,
Jacques IDS
Q: Do you prefer ATZ or CROX for consumer discretionary sector exposure?
- Adobe Inc. (ADBE)
- Booking Holdings Inc. (BKNG)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Ulta Beauty Inc. (ULTA)
- Crocs Inc. (CROX)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Propel Holdings Inc. (PRL)
- Lumine Group Inc. (LMN)
Q: At present What would be your top six stocks to buy for a 90,000$ TFSA contribution for sustainable growth.Any suggestions as to how to stage the purchase.?
Thank you for your remarkable service,Andrew
Thank you for your remarkable service,Andrew
- Amazon.com Inc. (AMZN)
- Booking Holdings Inc. (BKNG)
- lululemon athletica inc. (LULU)
- Ulta Beauty Inc. (ULTA)
- Align Technology Inc. (ALGN)
- Crocs Inc. (CROX)
Q: If you could only buy one of these companies for long term growth which would you make the case for? Obviously AMZN is an order of magnitude larger. They are both slotted into the consumer discretionary sector, but how closely do you see them tracking to the factors that would move that sector? Do you foresee AMZN initiating a dividend one day? Does any other U.S. name stand out to you that you vastly prefer? Thanks for your thoughts.
- McDonald's Corporation (MCD)
- Nike Inc. (NKE)
- Restaurant Brands International Inc. (QSR)
- lululemon athletica inc. (LULU)
- Ulta Beauty Inc. (ULTA)
- Align Technology Inc. (ALGN)
- Domino's Pizza Inc (DPZ)
- Crocs Inc. (CROX)
Q: This stock is up 3.1% YTD and 17.6% 1 Year.
Not a bad performance but certainly underperfoming the general market.
There are a lot of excellent companies on New York and Nasdaq that have a much steeper growth profile than QSR.
If you were to look at the universe of their consumer segment of the market which US company do you feel would have the highest growth potential over the next 3 years. (Other than SBUX)
With thanks
Sheldon
Not a bad performance but certainly underperfoming the general market.
There are a lot of excellent companies on New York and Nasdaq that have a much steeper growth profile than QSR.
If you were to look at the universe of their consumer segment of the market which US company do you feel would have the highest growth potential over the next 3 years. (Other than SBUX)
With thanks
Sheldon
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Netflix Inc. (NFLX)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Tractor Supply Company (TSCO)
- AutoZone Inc. (AZO)
- Deere & Company (DE)
- Ecolab Inc. (ECL)
- Sherwin-Williams Company (The) (SHW)
- Union Pacific Corporation (UNP)
- Super Micro Computer Inc. (SMCI)
- Linde plc (LIN)
- Crocs Inc. (CROX)
- Old Dominion Freight Line Inc. (ODFL)
- CrowdStrike Holdings Inc. (CRWD)
- Trane Technologies plc (TT)
Q: Could you please provide 3-4 names of US companies that you buy now in each of the following sectors: Technology, communications, industrial, discretionary, and Materials.
Q: Can you name 3 undervalued U.S. growth Stocks that have good growth potential. Preferred to purchase and leave be for 10 + years.
- Booking Holdings Inc. (BKNG)
- The Walt Disney Company (DIS)
- Ulta Beauty Inc. (ULTA)
- Innovative Industrial Properties Inc. (IIPR)
- Crocs Inc. (CROX)
- Paramount Global (PARA)
Q: Hi -
It's usually enough to read the answers to other questions, but thought I would finally ask one. I am down on the three companies above. I am relatively new to investing and started in 2021 at all time highs. Being new to the stock market, it was interesting to watch some of my shares go down but for most part I am confident they are good long term and it is much more fun watching them go back up! I'm about 10 years away from retirement and for the most part plan to hold long term. Would you consider any of these a sell (PARA?), and add any of the following today...AVGO, HD, SBUX, AAPL. What would a few of your highest conviction US companies (any sector) be if not adding to those mentioned (already own MSFT, GOOGL,V). If considered a hold, I do have some cash to add or start a new position. I've been watching CROX, but just not purchased yet.
Thank you! Always enjoy reading the questions and monthly report updates.
It's usually enough to read the answers to other questions, but thought I would finally ask one. I am down on the three companies above. I am relatively new to investing and started in 2021 at all time highs. Being new to the stock market, it was interesting to watch some of my shares go down but for most part I am confident they are good long term and it is much more fun watching them go back up! I'm about 10 years away from retirement and for the most part plan to hold long term. Would you consider any of these a sell (PARA?), and add any of the following today...AVGO, HD, SBUX, AAPL. What would a few of your highest conviction US companies (any sector) be if not adding to those mentioned (already own MSFT, GOOGL,V). If considered a hold, I do have some cash to add or start a new position. I've been watching CROX, but just not purchased yet.
Thank you! Always enjoy reading the questions and monthly report updates.
Q: Hi 5i
Croxs has been experiencing strong positive momentum especially since earnings. Can you explain the driving forces and who are the players driving this. ie: retail or institutional buyers?..Is this momentum being supported by insider buying/ownership?
I know 5i does not like to focus too much on share price estimates and I understand the market can "get ahead of itself" , but at what point would you consider this company "fairly priced"...
thx
Croxs has been experiencing strong positive momentum especially since earnings. Can you explain the driving forces and who are the players driving this. ie: retail or institutional buyers?..Is this momentum being supported by insider buying/ownership?
I know 5i does not like to focus too much on share price estimates and I understand the market can "get ahead of itself" , but at what point would you consider this company "fairly priced"...
thx
- Amphenol Corporation (APH)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Vertiv Holdings LLC Class A (VRT)
Q: I have some US cash and was looking at APH. There haven't been many questions on it. What do you think? I'm interested in growth. I will also be buying crox, axon and vertiv.
- Amazon.com Inc. (AMZN)
- Booking Holdings Inc. (BKNG)
- Alimentation Couche-Tard Inc. (ATD)
- Ulta Beauty Inc. (ULTA)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Crocs Inc. (CROX)
- Boyd Group Services Inc. (BYD)
Q: Thank you for all you do. You are lowering my retirement age and it is greatly appreciated. Can you please rank the above consumer discretionary stocks?
Thanks again.
Thanks again.
- NVIDIA Corporation (NVDA)
- Cadence Design Systems Inc. (CDNS)
- Crocs Inc. (CROX)
- Synopsys Inc. (SNPS)
- Powell Industries Inc. (POWL)
- Celsius Holdings Inc. (CELH)
Q: Good Day,
I picked up CELH and CROX based on the answer to my last question, and added in POWL to boot. Based on my portfolio in my previous question, was POWL something you would consider redundant in my account, or would you be fine with that type of addition in your portfolio.
I have been holding SNPS and CDNS for a minute now, and it just seems to bounce back and forth between +5% and -5%. Are these mostly growers on news and earnings? What are their respective Expected growth rates over the next 1 and 2 years?
This brings me to almost "fully deployed". I have noticed in the last couple weeks that the volatility in the market seems to have increased, and the average of that volatility seems to be sort of flat over this time. I have seen some videos and articles calling for the "AI Bubble" to burst, etc. Do you think there will be a cooling in that space coming? and if that occurs will the market follow it? I've seen many replies where you state that NVDA has a clear 18 month runway for growth, and thus I imagine the companies that support it as well, does that still hold true in your view? If said cooling could be coming, would it be worth the fees to say, shrink/cut some positions? Or is that too much like timing the market and thus better to stay in?
Thanks for everything,
I picked up CELH and CROX based on the answer to my last question, and added in POWL to boot. Based on my portfolio in my previous question, was POWL something you would consider redundant in my account, or would you be fine with that type of addition in your portfolio.
I have been holding SNPS and CDNS for a minute now, and it just seems to bounce back and forth between +5% and -5%. Are these mostly growers on news and earnings? What are their respective Expected growth rates over the next 1 and 2 years?
This brings me to almost "fully deployed". I have noticed in the last couple weeks that the volatility in the market seems to have increased, and the average of that volatility seems to be sort of flat over this time. I have seen some videos and articles calling for the "AI Bubble" to burst, etc. Do you think there will be a cooling in that space coming? and if that occurs will the market follow it? I've seen many replies where you state that NVDA has a clear 18 month runway for growth, and thus I imagine the companies that support it as well, does that still hold true in your view? If said cooling could be coming, would it be worth the fees to say, shrink/cut some positions? Or is that too much like timing the market and thus better to stay in?
Thanks for everything,
- Booking Holdings Inc. (BKNG)
- AutoZone Inc. (AZO)
- Ulta Beauty Inc. (ULTA)
- Crocs Inc. (CROX)
- Pool Corporation (POOL)
Q: May you provide an update on POOl. It was a frequent mention of your’s in the past.
How compelling does it appear currently?
Where does it rank in your favorites in the US consumer discretionary picks? If possible, suggest your ingest conviction names and include your ranking.
Thank you for your excellent service, as usual.
How compelling does it appear currently?
Where does it rank in your favorites in the US consumer discretionary picks? If possible, suggest your ingest conviction names and include your ranking.
Thank you for your excellent service, as usual.
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- United Rentals Inc. (URI)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Berkshire Hathaway Inc. (BRK.B)
- CrowdStrike Holdings Inc. (CRWD)
- Docebo Inc. (DCBO)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Nextracker Inc. (NXT)
Q: Hello 5i,
On Feb 28th 5i provided answers to Jacques and David on the top 10 US and CAD stocks to own in a TFSA. Thank you for that answer.
Can you please provide the top 12 stocks overall (CAD or US) in order of priority that should be in a TFSA? We have both US and CDN funds + CDR's. Diversity is not important at this time and we are anticipating that US stocks will outnumber CAD stocks in the top 12. Funds are not required for 6 years or more.
If this was your TFSA, would you have equal weighting or will one or more of the stocks have a higher weighting compared to other stocks? If yes, can you identify the stock(s) and the % of weighting? We can equal weight the remaining stocks.
Thank you
D&J
On Feb 28th 5i provided answers to Jacques and David on the top 10 US and CAD stocks to own in a TFSA. Thank you for that answer.
Can you please provide the top 12 stocks overall (CAD or US) in order of priority that should be in a TFSA? We have both US and CDN funds + CDR's. Diversity is not important at this time and we are anticipating that US stocks will outnumber CAD stocks in the top 12. Funds are not required for 6 years or more.
If this was your TFSA, would you have equal weighting or will one or more of the stocks have a higher weighting compared to other stocks? If yes, can you identify the stock(s) and the % of weighting? We can equal weight the remaining stocks.
Thank you
D&J
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- AbbVie Inc. (ABBV)
- Eli Lilly and Company (LLY)
- lululemon athletica inc. (LULU)
- Hilton Worldwide Holdings Inc. (HLT)
- Crocs Inc. (CROX)
Q: I have been watching NVDA grow to an ever more out-sized percentage of my portfolio, and have been meaning to trim, but have delayed while I consider where to put the money.
Can you recommend some US growth options in either the consumer cyclical or healthcare sectors? I have a 5-10 year time range.
Can you recommend some US growth options in either the consumer cyclical or healthcare sectors? I have a 5-10 year time range.
- NVIDIA Corporation (NVDA)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- CECO Environmental Corp. (CECO)
- Churchill Downs Incorporated (CHDN)
- Eagle Materials Inc (EXP)
- Celsius Holdings Inc. (CELH)
- Blue Bird Corporation (BLBD)
Q: Thoughts on the dramatic reversal today in NVDA? Are these just the bots selling and then retail panicking causing more selling? Near term top? What are your general thoughts on the markets currently? Does tech need a cooling off period to reset? If you were trimming NVDA, what are some best ideas non tech or AI related to currently buy or add to? Long term investor and focused on keeping position sizing in line. Thanks!