Q: Lately, these 3 stocks have performed well (exceptionally well). Sometimes it is said, "let your winners run" or "don't be afraid of new highs", however I wonder if they are becoming overvalued or extended beyond what is appropriate. Do you think P/Es of AXON @ 199; SPOT @ 129; or NFLX @ 63 show they are overvalued and it is time to sell? If you think otherwise please explain why they continue good investments and should continue to be held. Many thanks for your excellent service.
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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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iShares U.S. Aerospace & Defense ETF (ITA)
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Axon Enterprise Inc. (AXON)
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Global X Defense Tech ETF (SHLD)
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Select STOXX Europe Aerospace & Defense ETF (EUAD)
Q: Good problem to have - I own the above ETFs. Combined, there are now about 6% of my portfolio - I also own Axon, which is another 3% of my portfolio (up 65%). Am I getting too high into defence-related positions, or does the diversification in the ETFs mean that I could consider higher positions? What would you consider the top end regarding percentage of portfolio, and would you tie the Axon into the calculation? Thanks!
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Intuitive Surgical Inc. (ISRG)
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Micron Technology Inc. (MU)
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Booking Holdings Inc. (BKNG)
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Tourmaline Oil Corp. (TOU)
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Celestica Inc. (CLS)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Thomson Reuters Corporation (TRI)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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TerraVest Industries Inc. (TVK)
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EQB Inc. (EQB)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Kraken Robotics Inc. (PNG)
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Zedcor Inc. (ZDC)
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kneat.com inc. (KSI)
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Vitalhub Corp. (VHI)
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CRISPR Therapeutics AG (CRSP)
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Axon Enterprise Inc. (AXON)
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Twist Bioscience Corporation (TWST)
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Galaxy Digital Inc. Class A common stock (GLXY)
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Genius Sports Limited (GENI)
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Sportradar Group AG (SRAD)
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Propel Holdings Inc. (PRL)
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D2L Inc. Subordinate Voting Shares (DTOL)
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Nebius Group N.V. (NBIS)
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Nvidia CDR (CAD Hedged) (NVDA)
Q: Hi 5i team
Let me start by thanking you all for you valuable insights into markets and stock valuations through the years. My question is regarding a tfsa portfolio. I am considering reducing amount of stocks to 20. Which 6 stocks would you let go in order of first to sell to last. Secondly, could you give me a brief opinion/ comment on my present holdings in a tfsa and if there's value in keeping status quo.
Thanks as always
Gilles
Let me start by thanking you all for you valuable insights into markets and stock valuations through the years. My question is regarding a tfsa portfolio. I am considering reducing amount of stocks to 20. Which 6 stocks would you let go in order of first to sell to last. Secondly, could you give me a brief opinion/ comment on my present holdings in a tfsa and if there's value in keeping status quo.
Thanks as always
Gilles
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Intuitive Surgical Inc. (ISRG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Axon Enterprise Inc. (AXON)
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CrowdStrike Holdings Inc. (CRWD)
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Celsius Holdings Inc. (CELH)
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Genius Sports Limited (GENI)
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Sportradar Group AG (SRAD)
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TransMedics Group Inc. (TMDX)
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Nebius Group N.V. (NBIS)
Q: Do any of these companies fwd P/E's or P/S's concern you at all vs their expected growth rates?
They range from 50x to 127x. I'm looking to increase positions in NBIS/SRAD/GENI so I'm thinking of trimming some of these higher valuation names to add to these lower position names. However, I don't want to trim these long term compounders if they still have legs, but at such high valuations, when does it make sense to trim a name like CRWD to add to NBIS currently? I understand that great companies generally have higher valuations for a reason and investors have to pay up for great long term compounders. Thank you!
They range from 50x to 127x. I'm looking to increase positions in NBIS/SRAD/GENI so I'm thinking of trimming some of these higher valuation names to add to these lower position names. However, I don't want to trim these long term compounders if they still have legs, but at such high valuations, when does it make sense to trim a name like CRWD to add to NBIS currently? I understand that great companies generally have higher valuations for a reason and investors have to pay up for great long term compounders. Thank you!
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Salesforce Inc. (CRM)
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Welltower Inc. (WELL)
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JPMorgan Chase & Co. (JPM)
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Visa Inc. (V)
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Enbridge Inc. (ENB)
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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WSP Global Inc. (WSP)
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Celestica Inc. (CLS)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Axon Enterprise Inc. (AXON)
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Toronto Dominion Bank (The) (TD)
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CrowdStrike Holdings Inc. (CRWD)
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Vertiv Holdings LLC Class A (VRT)
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RTX Corporation (RTX)
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Cellebrite DI Ltd. (CLBT)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Lumine Group Inc. (LMN)
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TransMedics Group Inc. (TMDX)
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Costco CDR (CAD Hedged) (COST)
Q: BN is sitting at 7.5%, AXON - BKNG are 5% and the rest are 3% positions totaling approx. 83% of my stock assets. I have some 1-2% positions in my cash account (GSY, ATZ, PRL, CLBT, HPS.a, BNS,SU, TMDX, TVK and CNQ. I'm heavy tech, financials and industrials going into H2 2025. Would you add to, remove or change anything is this was your account (assuming you're 52 and plan to retire in 8 years). Not looking for a person allocation but rather if it was you, what might you be looking to adjust, if anything. Note I have no utilities currently. Thanks and have a great weekend.
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Costco Wholesale Corporation (COST)
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Progressive Corporation (The) (PGR)
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United Rentals Inc. (URI)
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Walmart Inc. (WMT)
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Caseys General Stores Inc. (CASY)
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Axon Enterprise Inc. (AXON)
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Arthur J. Gallagher & Co. (AJG)
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Comfort Systems USA Inc. (FIX)
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Brown & Brown Inc. (BRO)
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Robinhood Markets Inc. (HOOD)
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Skyward Specialty Insurance Group Inc. (SKWD)
Q: What are your top 3 sectors (ex tech) to invest in the US right now for the next 3 years ? I am looking to hold 3-5 years.
Please name your top 3 ideas (ranked if possible) in each of your preferred sectors for an investor with moderate to high risk appetite, regardless of market cap.
Thank you
Please name your top 3 ideas (ranked if possible) in each of your preferred sectors for an investor with moderate to high risk appetite, regardless of market cap.
Thank you
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Salesforce Inc. (CRM)
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Axon Enterprise Inc. (AXON)
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RTX Corporation (RTX)
Q: Role play. You're you giving yourself advice:
Assuming the market is going to puke all over itself today, what are you buying and how long are you waiting to pull the trigger on it?
Everything is long term hold.
Thanks
H
Assuming the market is going to puke all over itself today, what are you buying and how long are you waiting to pull the trigger on it?
Everything is long term hold.
Thanks
H
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GE Aerospace (GE)
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Cameco Corporation (CCO)
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Pan American Silver Corp. (PAAS)
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Spotify Technology S.A. (SPOT)
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Axon Enterprise Inc. (AXON)
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CrowdStrike Holdings Inc. (CRWD)
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Cloudflare Inc. Class A (NET)
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Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
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Palantir Technologies Inc. (PLTR)
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GE Vernova Inc. (GEV)
Q: Many stocks are at or close to all time highs, particularly these. Do you see any of these having strong forward momentum from here? Could you give me entry prices for these 6 stocks please. Across all sectors, is there any other Companies you see as having stronger for upward momentum from todays prices? Thanks!
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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JPMorgan Chase & Co. (JPM)
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Axon Enterprise Inc. (AXON)
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Berkshire Hathaway Inc. (BRK.B)
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RTX Corporation (RTX)
Q: My question is regarding RESPs.. Is it preferred to hold Canadian or US securities? Or doesn’t matter ?
Your favourite CND and US stocks for a long term hold in this account. Thanks
Your favourite CND and US stocks for a long term hold in this account. Thanks
Q: Hi,
Knowing portfolio weights are personal and that you cannot give personal advice, what weights would YOU be comfortable holding these stocks if it were YOUR portfolio.
AXON
NBIS
NVDA
Thanks
Knowing portfolio weights are personal and that you cannot give personal advice, what weights would YOU be comfortable holding these stocks if it were YOUR portfolio.
AXON
NBIS
NVDA
Thanks
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The Boeing Company (BA)
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GE Aerospace (GE)
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Lockheed Martin Corporation (LMT)
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Northrop Grumman Corporation (NOC)
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AeroVironment Inc. (AVAV)
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Axon Enterprise Inc. (AXON)
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Kratos Defense & Security Solutions Inc. (KTOS)
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Woodward Inc. (WWD)
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Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
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RTX Corporation (RTX)
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Leonardo DRS Inc. (DRS)
Q: Hi,
Canada, and other countries, are apparently going to reinforce considerably their investment in defense. In that perspective which of the above companies do you consider, in order most promising for strong growth in the next five years ? And which one would you buy for a good diversification within the sector ? Any other companies not mentionned ?
Gratefully,
Jacques IDS
Canada, and other countries, are apparently going to reinforce considerably their investment in defense. In that perspective which of the above companies do you consider, in order most promising for strong growth in the next five years ? And which one would you buy for a good diversification within the sector ? Any other companies not mentionned ?
Gratefully,
Jacques IDS
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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JPMorgan Chase & Co. (JPM)
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Axon Enterprise Inc. (AXON)
Q: What are your top 5 stocks in North America with no consideration of portfolio mix 1 being the best?
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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JPMorgan Chase & Co. (JPM)
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Vanguard Total International Stock (VXUS)
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Axon Enterprise Inc. (AXON)
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RTX Corporation (RTX)
Q: I am preparing to invest cash again.
Where we sit...a low point..in the economy and sentiment....could you suggest 3 Cdn dividend stocks ( and 3-5 US growth stocks and 5 ETFs (balanced and global) that represent a good buying opportunity in these poor markets...that have the potential to show very good returns over the next 5 years out.am preparing to deploy cash into the market.
I would say I am a investor that can tolerate 80 in the medium risk category and up to 20 % in higher risk holdings.
Timing is not a good thing to factor in, but things appears a like a recession is coming if not already here...would you sugest averaging in? and over what period of time.
Thank you
p.s. Currently all I own is RBC, Sun Life and PIMCO Monthly Income.
Please deduct the appropriate credits for this expanded request.
Richard
Where we sit...a low point..in the economy and sentiment....could you suggest 3 Cdn dividend stocks ( and 3-5 US growth stocks and 5 ETFs (balanced and global) that represent a good buying opportunity in these poor markets...that have the potential to show very good returns over the next 5 years out.am preparing to deploy cash into the market.
I would say I am a investor that can tolerate 80 in the medium risk category and up to 20 % in higher risk holdings.
Timing is not a good thing to factor in, but things appears a like a recession is coming if not already here...would you sugest averaging in? and over what period of time.
Thank you
p.s. Currently all I own is RBC, Sun Life and PIMCO Monthly Income.
Please deduct the appropriate credits for this expanded request.
Richard
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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FirstService Corporation (FSV)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Axon Enterprise Inc. (AXON)
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Thomson Reuters Corp (TRI)
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Berkshire Hathaway Inc. (BRK.B)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Lumine Group Inc. (LMN)
Q: Hello 5i Team, I'm quite overweight CSU and was thinking about trimming some (or lots). I've held CSU since 2014 and think it might be time to reduce my exposure. If you were given a blank sheet and could pick 5 quality US and 5 quality Canadian names; which would they be?
Thank you Brent
Thank you Brent
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United Rentals Inc. (URI)
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Transdigm Group Incorporated (TDG)
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Axon Enterprise Inc. (AXON)
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Construction Partners Inc. (ROAD)
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Vertiv Holdings LLC Class A (VRT)
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Carrier Global Corporation (CARR)
Q: Hi Everyone,
Can I ask your favourite (3-5 names) US Industrials names right now and a brief statement why? I'm not concerned about the tariffs or recession possibility, but rather wondering what do you see as some great opportunities right now that have serious potential beyond the current situation.
VRT is my only US "Industrial" at present.
Thank you!
Can I ask your favourite (3-5 names) US Industrials names right now and a brief statement why? I'm not concerned about the tariffs or recession possibility, but rather wondering what do you see as some great opportunities right now that have serious potential beyond the current situation.
VRT is my only US "Industrial" at present.
Thank you!
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Axon Enterprise Inc. (AXON)
Q: Can you please list your 5 highest conviction large cap and med cap stocks for a 5+ year hold? All US holdings please.
Also, is it fair to say the market has fully rebounded? Or is the worse still to come? I understand it’s impossible to predict, but your thoughts are much appreciated.
Thank you for everything
Also, is it fair to say the market has fully rebounded? Or is the worse still to come? I understand it’s impossible to predict, but your thoughts are much appreciated.
Thank you for everything
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Intuitive Surgical Inc. (ISRG)
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Axon Enterprise Inc. (AXON)
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Cellebrite DI Ltd. (CLBT)
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Sportradar Group AG (SRAD)
Q: Hello Team,
I have some funds available in a US trading account, could you name your top 3 US suggestions, I currently own NBIS and CLBT, so looking for some high growth names.
Thanks
I have some funds available in a US trading account, could you name your top 3 US suggestions, I currently own NBIS and CLBT, so looking for some high growth names.
Thanks
Q: Hi 5i Team - Axon has moved up very quickly in the past few days. Do you think it is ahead of itself. I know it sold off in the market downturn but do the fundamentals support this meteoric rise from that low point. Have insiders been buying. Thanks.
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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JPMorgan Chase & Co. (JPM)
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Eli Lilly and Company (LLY)
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NextEra Energy Inc. (NEE)
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Prologis Inc. (PLD)
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Exxon Mobil Corporation (XOM)
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Axon Enterprise Inc. (AXON)
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Eagle Materials Inc (EXP)
Q: Similar to my last question, but looking to the US, I am interested in having a group of companies that are great companies and want to develop a grouping of these -whether they have a dividend or not, as part of my portfolio. Companies that have a competitive advantage, great leadership, quality assets, not too high debt and continue to execute with continuous improvement. Could you give me what you consider to be the best Great US Companies for each sector or industry. Thank you.
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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Axon Enterprise Inc. (AXON)
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Genius Sports Limited (GENI)
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Cellebrite DI Ltd. (CLBT)
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Sportradar Group AG (SRAD)
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Nebius Group N.V. (NBIS)
Q: Hi,
One month ago, April 4th, in an answer to a question, you listed your favorite stocks, both Canadian and U.S.
Which would they be today, for a growth investor, with a general indication of the reasons and risks of your list ?
Thankfully,
Jacques IDS
One month ago, April 4th, in an answer to a question, you listed your favorite stocks, both Canadian and U.S.
Which would they be today, for a growth investor, with a general indication of the reasons and risks of your list ?
Thankfully,
Jacques IDS