I am looking at adding a half position of one of the above companies in my TFSA. Can you please rank them in order with the most potential return over the next 3 years. Thanks
Q: Hi 5i, enjoyed your webinar today. Thx for putting it together.
My question is on Canadian on small/mid caps, I've listed a few just to start with. Given the current environment what would be your ten highest conviction picks. I plan to hold for atleast 5 years, so I'm after safe business models that have a high chance of survival. If you list a stock not mentioned frequently on these boards then please provide a small blurb ast to why you like it. Thx again.
Q: So how many people do you know that have asked “ why does a stock fall everytime after I buy it ? “ I bought GXLY the day before DEEPSEEK. LOL. Derek
My Taxable Account is CAN only 3 months old. I'm lucky enough to restructure my entire portfolio these past few months for some optimization.
The goal outperformance of XIC. Large and midcap growth primarily. Core moat players as well. I'm shifting back to a more concentrated stock portfolio.
I add underperformers and cyclicals for boosts outside of my core. ie: NTR, TD, LUG
thus far this year.
Core by weight;
CSU, TFII
DOL, DSG, SHOP, WSP
BN, CNQ, STN, CLS, TRI
TVK.
Outside of materials, gold; no retail; no reits. If this was you. Do you add a company that doesn't meet your growth expectation/debt/cash flow etc for balance ie ENB.
Or add to your current.
Looking for your sage advice as well as 2 potential core additions or adds and 2 other high conviction torque. No parameters.
Q: The 5i team review GLXY in July 2024 with what I understand to be a moderate upside potential with some risk. The stock has gone form $18 to $34. I believe that you still like the stock but maybe for different reasons. Could I have your current thoughts please?
Q: I need to consolidate some of the riskier stocks in my portfolio. Of the following on my chopping block, could you rate which would be keepers for the long term (with a hands-on approach) - best to worst - KSI, GLXY, AVGO, AXON, IESC, ROAD, COIN, APP, CRWD? Also, I hold both GSY and PRL. Is it reasonable to let one go in a consolidation? If so, which one - thanks!
Q: Hi again. This is the question I tried asking last night and kept receiving a note for a Server Error.
I added in my contribution to my TFSA yesterday. I was thinking of adding in.a new position in ZDC or topping up 2 of the other names. If you suggest adding to 2 of the above, what would your 2 top choices be and why?
Thanks David.
In the US, where would you go for the Santa rally? Would it be momentum stocks? Undervalued? Specific sectors -Industrials, AI related? or Crypto?
I am thinking crypto - the backers of the new govt. Add dollar tariffs to the mix. Crypto heads higher.
How would you play the Canadian market end of the year? I am going to dabble in short term trading this year.
Q: Comparing a 5 year chart of GLXY to the price of Bitcoin, there is a noticable correlation it seems to me which on one hand makes perfect sense, on the other hand as the company matures and the space they are in is growing exponetially, I wonder why the stock isnt outperforming? I'm wrestling with " pigs get slaughtered" against "you dont get rich selling after a 100% gain".
Q: GLXY trades on the TSX yet is headquartered in NY, how does that work?
I sold half my bitcoin position and plan to replace with GLXY at some point, what would you consider a good entry point/price?