Q: AXON CDRE VTSI support law enforcement/ defense and provide solutions. I have a less than full position in AXON. If one wanted to increase funds to this area, could you provide guidance on where you would put your money.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
Apple Inc. (AAPL)
-
Amazon.com Inc. (AMZN)
-
Costco Wholesale Corporation (COST)
-
Meta Platforms Inc. (META)
-
Alphabet Inc. (GOOG)
-
Microsoft Corporation (MSFT)
-
NVIDIA Corporation (NVDA)
-
Booking Holdings Inc. (BKNG)
-
Eli Lilly and Company (LLY)
-
Oracle Corporation (ORCL)
-
Constellation Software Inc. (CSU)
-
Alimentation Couche-Tard Inc. (ATD)
-
Advanced Micro Devices Inc. (AMD)
-
Pure Storage Inc. Class A (PSTG)
-
Super Micro Computer Inc. (SMCI)
-
Axon Enterprise Inc. (AXON)
-
Shopify Inc. (SHOP)
-
Vertiv Holdings LLC Class A (VRT)
-
Palantir Technologies Inc. (PLTR)
-
Arm Holdings plc (ARM)
Q: I'm looking to invest some funds...
Question 1 :
- I own ARM,GOOG,MSFT,PLTR, CSU,COST, ATD
- Should I Add to my current positions ?
- Which ones?
Question2 :
- What companies should I add to my portfolio?
- Screaming Buy And/Or Must Have in my portfolio ??
- Rank 1 Screaming Buy...then...
Thanks,
M
Question 1 :
- I own ARM,GOOG,MSFT,PLTR, CSU,COST, ATD
- Should I Add to my current positions ?
- Which ones?
Question2 :
- What companies should I add to my portfolio?
- Screaming Buy And/Or Must Have in my portfolio ??
- Rank 1 Screaming Buy...then...
Thanks,
M
-
Nutanix Inc. (NTNX)
-
Super Micro Computer Inc. (SMCI)
-
Crocs Inc. (CROX)
-
Axon Enterprise Inc. (AXON)
-
Vertiv Holdings LLC Class A (VRT)
-
Celsius Holdings Inc. (CELH)
-
Nextracker Inc. (NXT)
Q: Hi team,
In your reply to Ric this morning, you provided an interesting list of Canadian agressive growth stocks.
Could you provide a list of aggressive US growth stocks ?
Gratefully,
Jacques IDS
In your reply to Ric this morning, you provided an interesting list of Canadian agressive growth stocks.
Could you provide a list of aggressive US growth stocks ?
Gratefully,
Jacques IDS
-
Brookfield Renewable Partners L.P. (BEP.UN)
-
Axon Enterprise Inc. (AXON)
-
Vertiv Holdings LLC Class A (VRT)
-
Celsius Holdings Inc. (CELH)
Q: Would you be able to provide me with a list of 3 CDN and 3 US stocks that you expect to have a significantly better overall return in the next 12-36 months than BEP and a brief comment on each as to why?
Please deduct as many credits as required,
Thanks,
Terry
Please deduct as many credits as required,
Thanks,
Terry
-
Alphabet Inc. (GOOG)
-
NVIDIA Corporation (NVDA)
-
Axon Enterprise Inc. (AXON)
-
Celsius Holdings Inc. (CELH)
Q: I have recently received $100,000 and as I have maxed out my TFSA, RRSP and RESP contributions for 2024 I will be depositing this into my cash/taxable account. I am looking for tax-efficient growth stocks. As capital gains are taxed lower I am looking for growth with no or low dividend.
Can you suggest 5 - 6 companies?
Thanks for your help,
Mike
Can you suggest 5 - 6 companies?
Thanks for your help,
Mike
-
Amazon.com Inc. (AMZN)
-
Booking Holdings Inc. (BKNG)
-
Tractor Supply Company (TSCO)
-
AutoZone Inc. (AZO)
-
Eli Lilly and Company (LLY)
-
McKesson Corporation (MCK)
-
Novo Nordisk A/S (NVO)
-
Super Micro Computer Inc. (SMCI)
-
Axon Enterprise Inc. (AXON)
-
e.l.f. Beauty Inc. (ELF)
-
UBS Group AG Registered (UBS)
-
Vistra Corp. (VST)
-
Interactive Brokers Group Inc. (IBKR)
-
Vertiv Holdings LLC Class A (VRT)
-
Celsius Holdings Inc. (CELH)
-
Brookfield Corporation Class A Limited Voting Shares (BN)
-
Fiserv Inc. (FI)
Q: I currently hold all these stocks, with the exception of elf. I came up with the thanks in large part to 5i as these are names that have come up in various Q&As. If you had to pick only 10 to hold long term (which for me is 1 year), what would be your ten? The 10 should be those that are the best expected performs regardless of diversification or risk. Just the top 10. Alternately., would you suggest holding them all but with different weightings and if so please comment on a suggested weighting.
My plan was to hold 10 with 10% in each but I’m not married to that idea.
Thank you kindly.
Jason
My plan was to hold 10 with 10% in each but I’m not married to that idea.
Thank you kindly.
Jason
-
Thermo Fisher Scientific Inc (TMO)
-
Elastic N.V. (ESTC)
-
Axon Enterprise Inc. (AXON)
-
Vertiv Holdings LLC Class A (VRT)
-
Celsius Holdings Inc. (CELH)
Q: Hi, I have a large capital gain from TMO which I have held for many years. I plan to sell some of this to offset some capital losses. Which alternative company(ies) would you recommend to replace it? I am principally interested in holding stocks for growth.
Geoff
Geoff
-
NVIDIA Corporation (NVDA)
-
Super Micro Computer Inc. (SMCI)
-
Axon Enterprise Inc. (AXON)
-
Vertiv Holdings LLC Class A (VRT)
-
Celsius Holdings Inc. (CELH)
Q: Can you please supply 5 names that have the highest potential for growth in the next year. Div, non div, any sector. Just best growth. US and CDN.
Thank you in advance.
John
Thank you in advance.
John
Q: Hello 5i
My TFSA needs some torque - can you recommend three US growth stocks and three Canadian growth stocks that you find compelling to buy today for a 3-5 year hold?
They do not need to be sector or risk specific.
Thanks so much - very appreciated!
My TFSA needs some torque - can you recommend three US growth stocks and three Canadian growth stocks that you find compelling to buy today for a 3-5 year hold?
They do not need to be sector or risk specific.
Thanks so much - very appreciated!
-
Intuitive Surgical Inc. (ISRG)
-
NVIDIA Corporation (NVDA)
-
Salesforce Inc. (CRM)
-
JPMorgan Chase & Co. (JPM)
-
Eli Lilly and Company (LLY)
-
United Rentals Inc. (URI)
-
ATS Corporation (ATS)
-
Kinaxis Inc. (KXS)
-
lululemon athletica inc. (LULU)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
-
Axon Enterprise Inc. (AXON)
-
Berkshire Hathaway Inc. (BRK.B)
-
Vertiv Holdings LLC Class A (VRT)
-
Celsius Holdings Inc. (CELH)
Q: Hi 5i,
In an otherwise balanced portfolio, I'm looking for some ideas for my TFSA.
Current holdings are KXS, LULU, HPS AND ATS.
I'm open to adding to the above names but was wondering if you
could you please recommend 10 Canadian and 10 US stocks that you feel would work well in a TFSA at this time in the market.
Thanks!!
In an otherwise balanced portfolio, I'm looking for some ideas for my TFSA.
Current holdings are KXS, LULU, HPS AND ATS.
I'm open to adding to the above names but was wondering if you
could you please recommend 10 Canadian and 10 US stocks that you feel would work well in a TFSA at this time in the market.
Thanks!!
-
Athabasca Oil Corporation (ATH)
-
BRP Inc. Subordinate Voting Shares (DOO)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
-
Ulta Beauty Inc. (ULTA)
-
Five Below Inc. (FIVE)
-
Super Micro Computer Inc. (SMCI)
-
Axon Enterprise Inc. (AXON)
-
Perion Network Ltd (PERI)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
-
InMode Ltd. (INMD)
-
Nuvei Corporation Subordinate Voting Shares (NVEI)
-
Brookfield Corporation Class A Limited Voting Shares (BN)
-
Hudson Technologies Inc. (HDSN)
Q: Hello, I have some money to deploy and have picked the above lucky 13 stocks. Are you able to put them in order in which you would purchase them (1 to 13). I know there is a wide range of companies, industries and cap size. This would be in a cash account and looking for capital gains over the next 3 years. I'm okay with lots of risk in this account.
-
Honeywell International Inc. (HON)
-
Roper Technologies Inc. (ROP)
-
United Rentals Inc. (URI)
-
WSP Global Inc. (WSP)
-
Toromont Industries Ltd. (TIH)
-
TFI International Inc. (TFII)
-
Thomson Reuters Corporation (TRI)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
-
Axon Enterprise Inc. (AXON)
-
Heico Corporation (HEI)
-
Vertiv Holdings LLC Class A (VRT)
Q: Industrials 12% target allocation - what allocation do you advise? I have Full positions in WSP VRT and Partial Positions in ATS TFII HEI and AXON. Based on your advice, I would also like to have positions in URI HON TRI TIH HPS.A. Need to sort out what to own as Full and partial positions. Please rank for full and partial positions with entry prices for those not owned and what to drop from this list. I have a bias for serial acquierers along the lines of CSU.
-
NVIDIA Corporation (NVDA)
-
Booking Holdings Inc. (BKNG)
-
Eli Lilly and Company (LLY)
-
United Rentals Inc. (URI)
-
iShares Core S&P/TSX Capped Composite Index ETF (XIC)
-
Vanguard S&P 500 Index ETF (VFV)
-
Axon Enterprise Inc. (AXON)
Q: My daughter is looking to start an investment portfolio. What would be your top 5 Canadian and top 5 US Picks in the current market for a long term hold? Please include one ETF for Canada and US in your picks.
Thanks
Tim
Thanks
Tim
-
Alphabet Inc. (GOOG)
-
Microsoft Corporation (MSFT)
-
NVIDIA Corporation (NVDA)
-
Booking Holdings Inc. (BKNG)
-
United Rentals Inc. (URI)
-
TFI International Inc. (TFII)
-
Axon Enterprise Inc. (AXON)
-
CrowdStrike Holdings Inc. (CRWD)
-
Vertiv Holdings LLC Class A (VRT)
-
Brookfield Corporation Class A Limited Voting Shares (BN)
Q: This question has been asked many different ways and times. I am looking for 10 of your highest conviction, long term growth [5-10years] stocks - Canada or US, any sector - with target entry prices and short blurb on what distinguishes them.
-
BRP Inc. Subordinate Voting Shares (DOO)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
-
Twilio Inc. Class A (TWLO)
-
Axon Enterprise Inc. (AXON)
-
e.l.f. Beauty Inc. (ELF)
-
Perion Network Ltd (PERI)
-
Docebo Inc. (DCBO)
-
Unity Software Inc. (U)
-
Upstart Holdings Inc. (UPST)
-
Affirm Holdings Inc. (AFRM)
-
SoFi Technologies Inc. (SOFI)
Q: Hello 5i,
Given that interest rates appear to have peaked, please rank the above list for:
1. Growth only
2. Your buying preference.
Thank you
Dave
Given that interest rates appear to have peaked, please rank the above list for:
1. Growth only
2. Your buying preference.
Thank you
Dave
-
Alphabet Inc. (GOOG)
-
Axon Enterprise Inc. (AXON)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: My TFSA has been pathetic due to a severely depressed share price of Lightspeed, down 60 %, and the remaining 4 stocks remaining flat over 5 years.
I'm considering selling them all and starting over. I have at least a 5 year time frame.
Which 4 or 5 Canadian or US stocks would you recommend to boost my returns?
Secondly, would you double up on Lightspeed, keep it, on or let it go?
It is 25 % of my TFSA.
I'm considering selling them all and starting over. I have at least a 5 year time frame.
Which 4 or 5 Canadian or US stocks would you recommend to boost my returns?
Secondly, would you double up on Lightspeed, keep it, on or let it go?
It is 25 % of my TFSA.
-
Medical Properties Trust Inc. (MPW)
-
Axon Enterprise Inc. (AXON)
-
CrowdStrike Holdings Inc. (CRWD)
-
Vertiv Holdings LLC Class A (VRT)
-
Celsius Holdings Inc. (CELH)
Q: Hi Peter and Team
Now that the "B" word has been mentioned in reference to MPW I guess my buy and hold approach does not work this time. Could you suggest two or three possible stocks that could help toward a 60% recovery of funds in my RIF account .
Thanks
Now that the "B" word has been mentioned in reference to MPW I guess my buy and hold approach does not work this time. Could you suggest two or three possible stocks that could help toward a 60% recovery of funds in my RIF account .
Thanks
-
Booking Holdings Inc. (BKNG)
-
Eli Lilly and Company (LLY)
-
United Rentals Inc. (URI)
-
Tesla Inc. (TSLA)
-
Crocs Inc. (CROX)
-
Axon Enterprise Inc. (AXON)
-
Perion Network Ltd (PERI)
-
InMode Ltd. (INMD)
-
eXp World Holdings Inc. (EXPI)
Q: For the listed companies, what would be your ranking in-terms of attractiveness if adding to a portfolio today?
-
Adobe Inc. (ADBE)
-
Alphabet Inc. (GOOG)
-
NVIDIA Corporation (NVDA)
-
Constellation Software Inc. (CSU)
-
ATS Corporation (ATS)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
Axon Enterprise Inc. (AXON)
-
Brookfield Corporation Class A Limited Voting Shares (BN)
-
Lumine Group Inc. (LMN)
Q: Dear 5i
Could you rate in order of preference the listed stocks for inclusion into a TFSA account . Are there any other stocks you might include on this list that are good at this time for a TFSA account ?
Thanks
Bill C
Could you rate in order of preference the listed stocks for inclusion into a TFSA account . Are there any other stocks you might include on this list that are good at this time for a TFSA account ?
Thanks
Bill C
-
Alphabet Inc. (GOOG)
-
NVIDIA Corporation (NVDA)
-
Booking Holdings Inc. (BKNG)
-
Salesforce Inc. (CRM)
-
United Rentals Inc. (URI)
-
Atlassian Corporation (TEAM)
-
Roku Inc. (ROKU)
-
Rapid7 Inc. (RPD)
-
Alteryx Inc. Class A (AYX)
-
Axon Enterprise Inc. (AXON)
-
Unity Software Inc. (U)
Q: Hello:
These are all underwater in US side of my TFSA. Please rate Sell, Hold or Buy.
What are a few nice growth opportunities on US side, looking 3-5 years minimum.
Thank you!
These are all underwater in US side of my TFSA. Please rate Sell, Hold or Buy.
What are a few nice growth opportunities on US side, looking 3-5 years minimum.
Thank you!