Q: Thoughts on AAON after selloff? Buy here? 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.
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Broadcom Inc. (AVGO)
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Intuitive Surgical Inc. (ISRG)
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Salesforce Inc. (CRM)
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Blackstone Inc. (BX)
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ServiceNow Inc. (NOW)
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Arista Networks Inc. (ANET)
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AAON Inc. (AAON)
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Axon Enterprise Inc. (AXON)
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Nvidia CDR (CAD Hedged) (NVDA)
Q: Are there any US stocks that are getting hit right now that would be good buys for long term growth holds?
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Kinaxis Inc. (KXS)
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EQB Inc. (EQB)
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AAON Inc. (AAON)
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Eagle Materials Inc (EXP)
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SPS Commerce Inc. (SPSC)
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Lumine Group Inc. (LMN)
Q: Hello,
What would be your top mid-cap stocks for both the CDN and US stocks for contribution into TFSAs?
You're often asked for small-cap companies so wondering if we could go up a notch in the rankings to see what your thoughts are....
As always, many thanks for your help and wishing you well in 2025!
What would be your top mid-cap stocks for both the CDN and US stocks for contribution into TFSAs?
You're often asked for small-cap companies so wondering if we could go up a notch in the rankings to see what your thoughts are....
As always, many thanks for your help and wishing you well in 2025!
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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AeroVironment Inc. (AVAV)
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Crocs Inc. (CROX)
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AAON Inc. (AAON)
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CECO Environmental Corp. (CECO)
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Eagle Materials Inc (EXP)
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Aspen Aerogels Inc. (ASPN)
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Comfort Systems USA Inc. (FIX)
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SPS Commerce Inc. (SPSC)
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Tetra Tech Inc. (TTEK)
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Interactive Brokers Group Inc. (IBKR)
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Cellebrite DI Ltd. (CLBT)
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TransMedics Group Inc. (TMDX)
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AppFolio Inc. (APPF)
Q: Q: Hi 5i team,
What would be your current 5 best (highest conviction) US buys “in order” in each of the following categories please.
1. small cap
2. mid cap
3. Large cap
Hold target is 5- 10 years.
Thank you
What would be your current 5 best (highest conviction) US buys “in order” in each of the following categories please.
1. small cap
2. mid cap
3. Large cap
Hold target is 5- 10 years.
Thank you
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Broadcom Inc. (AVGO)
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Intuit Inc. (INTU)
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Tractor Supply Company (TSCO)
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Ingersoll Rand Inc. (IR)
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Eli Lilly and Company (LLY)
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Rollins Inc. (ROL)
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AAON Inc. (AAON)
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Tetra Tech Inc. (TTEK)
Q: In a recent Market Update (Aug 22) you spoke of the power of compounding and the key characteristics of a high compounding stock such as higher volatility, strong sales growth, lower dividends, premium valuations, etc. As a follow up to this topic could you please provide the 5 best US companies (or more if you wish) which you consider to fit these characteristics for long term compounding. Many thanks. Cal
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Eaton Corporation PLC (ETN)
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Ingersoll Rand Inc. (IR)
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Parker-Hannifin Corporation (PH)
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Quanta Services Inc. (PWR)
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WSP Global Inc. (WSP)
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Stantec Inc. (STN)
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Toromont Industries Ltd. (TIH)
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Thomson Reuters Corporation (TRI)
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Rollins Inc. (ROL)
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AAON Inc. (AAON)
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CECO Environmental Corp. (CECO)
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Comfort Systems USA Inc. (FIX)
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Advanced Drainage Systems Inc. (WMS)
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Heico Corporation (HEI)
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Interactive Brokers Group Inc. (IBKR)
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Trane Technologies plc (TT)
Q: Hi,
I own TT, PWR, HEI and TT. Looking to add to this industrial theme, if you think that's a good idea? I need a stock that's in a reliable sector without gut wrenching volatility. What do you advise? Are there CDN stocks you'd recommend?
I own TT, PWR, HEI and TT. Looking to add to this industrial theme, if you think that's a good idea? I need a stock that's in a reliable sector without gut wrenching volatility. What do you advise? Are there CDN stocks you'd recommend?
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Micron Technology Inc. (MU)
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Eaton Corporation PLC (ETN)
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Ulta Beauty Inc. (ULTA)
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Elastic N.V. (ESTC)
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AAON Inc. (AAON)
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CECO Environmental Corp. (CECO)
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Aspen Aerogels Inc. (ASPN)
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Fox Factory Holding Corp. (FOXF)
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Interactive Brokers Group Inc. (IBKR)
Q: Hello 5i,
We sold two stocks that had were poor performers but they improved in the past few months in our RRSP. Can you rank the following stocks to purchase if we were to initiate a 1/4 position today for a 5-year hold? Our intention is to start 2 or 3 positions to see where they go, and add funds to the best two over time.
Would the ranking be the same for a TFSA or non-reg account?
Thank you
D&J
We sold two stocks that had were poor performers but they improved in the past few months in our RRSP. Can you rank the following stocks to purchase if we were to initiate a 1/4 position today for a 5-year hold? Our intention is to start 2 or 3 positions to see where they go, and add funds to the best two over time.
Would the ranking be the same for a TFSA or non-reg account?
Thank you
D&J
Q: Which of AAON or IPAR do you prefer?
Q: Yesterday you recommended this company as one of your top midcap industrials in the US. I'm trying to get a handle on why. Not just for this company but as a way of deciding among various factors in making purchases. For example, the Stockcalc report on it says it's 21.6% overvalued. Thompson Reuters report rates it a 4/10. It has a P/E of 41 with a 7% growth rate. On the other hand, this stock has risen 8% in the last week and 15% in the last month so clearly a number of people think it has very good prospects. Why?