Q: If you could only purchase one of these, which one would you pick?
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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.
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- Super Micro Computer Inc. (SMCI)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Lantheus Holdings Inc. (LNTH)
Q: Is it too late to get into NVDA? Is it a FOMO trade now? Where would you put new money for growth (3-5 years) NVDA, SMCI, AMD or some other name? Please reply with a short reason and take as many credits as needed. Thanks in advance.
Q: PINS or CROX for growth?
Thank!
David
Thank!
David
- Etsy Inc. (ETSY)
- Roku Inc. (ROKU)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Redfin Corporation (RDFN)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Pinterest Inc. Class A (PINS)
- Zoom Video Communications Inc. (ZM)
- Fiverr International Ltd. no par value (FVRR)
- Lemonade Inc. (LMND)
- Palantir Technologies Inc. Class A (PLTR)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Airbnb Inc. (ABNB)
- Lantheus Holdings Inc. (LNTH)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi 5i team,
I have a growth and long term outlook and looking to trim some losers and replace with some winners. Of the following stocks, do you feel any need to hold for the long term? Also, what are some US/CAD replacements you would recommend and can you rank from highest to lowest based on overall strength?
Thanks 5i team.
I have a growth and long term outlook and looking to trim some losers and replace with some winners. Of the following stocks, do you feel any need to hold for the long term? Also, what are some US/CAD replacements you would recommend and can you rank from highest to lowest based on overall strength?
Thanks 5i team.
Q: Good morning. I need to add one Non-Canadaian growth stock to my unregistered business portfolio. Can you please give me a a couple of ideas but not MSFT, AMZN or NVDA unless you feel they could be added to at this stage. Two or three ideas would be great. Thanks again.
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Crocs Inc. (CROX)
- Lantheus Holdings Inc. (LNTH)
Q: Most of the quarterly results are now out and there have been some >10% moves up or down. Some were justified and others were overreactions or possibly some profit taking. Based on that, what would be your 5 top buys for each of Canadian and US markets looking out 2-3 years?
Q: Which one would you like to add to today for a long term holding? thank you.
Q: Peter; Someone step on Crox this am? Thanks.rod
- Booking Holdings Inc. (BKNG)
- Lowe's Companies Inc. (LOW)
- Philip Morris International Inc (PM)
- Crocs Inc. (CROX)
- Extra Space Storage Inc (EXR)
- Axos Financial Inc. (AX)
- Perion Network Ltd (PERI)
- Airbnb Inc. (ABNB)
- Lantheus Holdings Inc. (LNTH)
Q: I am looking to build a concentrated US equity portfolio. Could you please identify your favs [greater than 5% allocation] for each of Income, Balanced and Growth portfolios [and, if possible for Quality portfolio].
Thank you.
Thank you.
- Illumina Inc. (ILMN)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Veeva Systems Inc. Class A (VEEV)
- Real Matters Inc. (REAL)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Alteryx Inc. Class A (AYX)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Guardant Health Inc. (GH)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Perion Network Ltd (PERI)
- Unity Software Inc. (U)
- Lantheus Holdings Inc. (LNTH)
- illumin Holdings Inc. (ILLM)
Q: I’m significantly underwater on these stocks. Can you please advise which ones you’d hold, and which ones you’d sell? Can you please also give 5 growth stocks in Canada and 5 in the US that you are high on right now in place of the above?
- Illumina Inc. (ILMN)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- DexCom Inc. (DXCM)
- Perion Network Ltd (PERI)
- Lantheus Holdings Inc. (LNTH)
- IJTiShares S&P Small-Cap 600 Growth ETF (IJT)
Q: Recently trimmed NVDA to bring position weight back in line. For US, any sector, what are a few top picks for a TFSA? And then how would IJT compare for growth potential and risk?
Thanks.
Thanks.
Q: Since Earnings Croxs has dropped precipitously . Do you still have faith in this company?
- Super Micro Computer Inc. (SMCI)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Guardant Health Inc. (GH)
- Perion Network Ltd (PERI)
- InMode Ltd. (INMD)
Q: Hello
I’ve held Guardant Health in a loss position for too long in a TFSA account. Would you please suggest several possible replacements in the small to mid cap space.
Thank you
I’ve held Guardant Health in a loss position for too long in a TFSA account. Would you please suggest several possible replacements in the small to mid cap space.
Thank you
- iShares Russell 2000 Growth ETF (IWO)
- Super Micro Computer Inc. (SMCI)
- Crocs Inc. (CROX)
- Perion Network Ltd (PERI)
- Shockwave Medical Inc. (SWAV)
- InMode Ltd. (INMD)
Q: Hi,
I am intrigued by your answer to Derek's question May 3 about TTNM and others.
You said with "...with small caps a basket of three or four companies often is a better approach."
I own IWO (have for years) and note its performance against a US dividend grower like VIG, for almost any period for the last 5 years, has not been as good. That comparison combined with your notion of 3 or 4 small caps, would you be able to suggest your best small cap picks that I could use to replace IWO (recognizing the change in risk/profile of individual stocks vs. a hugely diversified ETF).
Thanks very much. Michael
I am intrigued by your answer to Derek's question May 3 about TTNM and others.
You said with "...with small caps a basket of three or four companies often is a better approach."
I own IWO (have for years) and note its performance against a US dividend grower like VIG, for almost any period for the last 5 years, has not been as good. That comparison combined with your notion of 3 or 4 small caps, would you be able to suggest your best small cap picks that I could use to replace IWO (recognizing the change in risk/profile of individual stocks vs. a hugely diversified ETF).
Thanks very much. Michael
Q: What is happening whit CROX?
Thanks,
Milan
Thanks,
Milan
- Booking Holdings Inc. (BKNG)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- Leon's Furniture Limited (LNF)
- lululemon athletica inc. (LULU)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Crocs Inc. (CROX)
Q: Of the consumer cyclicals held are there any you would sell? Any you would add to? And, do you have other Canadian or US names you would suggest looking into at this time?
5+ years timeframe, high risk, growth-focused in a TFSA.
MG (-30%)
LNF (-22%)
Thank you!
5+ years timeframe, high risk, growth-focused in a TFSA.
MG (-30%)
LNF (-22%)
Thank you!
- Crocs Inc. (CROX)
- Perion Network Ltd (PERI)
- InMode Ltd. (INMD)
- Lantheus Holdings Inc. (LNTH)
- Hudson Technologies Inc. (HDSN)
Q: Q1
Could you please rank from your six highest conviction CAD mid-cap stocks for a 5-year plus hold.
Q2
Could you please rank your six highest conviction CAD small-cap stocks for a 5-year plus hold.
Q3
Could you please rank your six highest conviction US small-cap stocks for a 5-year plus hold.
Could you please rank from your six highest conviction CAD mid-cap stocks for a 5-year plus hold.
Q2
Could you please rank your six highest conviction CAD small-cap stocks for a 5-year plus hold.
Q3
Could you please rank your six highest conviction US small-cap stocks for a 5-year plus hold.
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Perion Network Ltd (PERI)
- InMode Ltd. (INMD)
- Lantheus Holdings Inc. (LNTH)
Q: I have followed your recommandation to buy CROX in 2022 and held on during the continuing blood bath. I bought more and now sits on a 70% gain and holding on. Thank you very much. Do you see another diamond in the rough in the midcap space? Please suggest 3 names with rationale and possibly good entry price.
Thank again for your great services.
Yves
Thank again for your great services.
Yves
- Snap Inc. Class A (SNAP)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Perion Network Ltd (PERI)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Aehr Test Systems (AEHR)
- Lantheus Holdings Inc. (LNTH)
- Lumine Group Inc. (LMN)
Q: Have a couple of stocks in LSPD and SNAP that have performed poorly over the last year. Was thinking about replacing with Lumine Group and AEHR. Do you think a trade like this would make sense. Would there be other stocks that have high upside that you would also consider? Thank you
Q: Good Morning
For a long term hold which do you prefer Crocs or Lantheus
Thank you
For a long term hold which do you prefer Crocs or Lantheus
Thank you