Investment Q&A

Q: I have made money on TTD but am getting bored with it. It goes up and down like a yoyo and does just fine but I'm wondering if there is something with a clearer path to growth if I am okay with volatility? If it was a simple question of owning TTD or buying something different would you keep it? If not, which two stocks would be good to keep growth exposure with a bit of diversification?

Q: Is it a good time with the sell off today to initiate a position in VRT?

Q: Hello 5i,
Could you tell me what the expected growth rates are for these three companies over the next year?
Thank you
Dave

Q: Hello 5i,

Thank you for taking time to answer so many questions on top stocks to own or purchase. We read through questions on ranking popular stocks but we were not able to formulate a priority list of CDN and US small cap stocks, especially with so many rising quickly in the last couple of months.

Based on current valuations, risk, growth potential, and management, in what order would you purchase the stocks below for a 2-5 year hold? If there are too many stocks, can you please list your top 10 or 12 in priority from the list?

ACLS, ACMR, AXON, CELH, DOO, ESTC, GSY, HPS.A, INMD, LMN, OPRA, NXT, PATH, PLTR, SMCI, VRT

Thank you

D&J

Q: Thanks to 5i, over the recent past, I have DCA these stocks, holding less than 5% with room to add based on your advice.
a) 3% - AXON VRT HPS ISRG LMN
b) 2% - BKNG CLS LLY NVDA CELH
c) 1% - POWL NXT EXP
Please rank those that you would be comfortable adding to [DCA] now - with target percentages. For example, would you add to AXON first and, if so, to what percentage.
.

Q: Hi,

One of the larger holdings in my portfolio is NVDA ~5%. I trimmed some NVDA last week and bought some VRT ~1%. Thinking of buying some SMCI as well. Do you think owning all three would be too correlated or would it be okay? Thinking of adding ~1% position to SMCI (seems to have settled down a bit here). If it were you, in what % would you allocate to each of the three names?

Also long AXON (nice results yesterday). Would like to add more but looks pricey at 68x p/e and 11x p/s. Thoughts?

Thanks!

Q: For a TFSA, what are the 10 U.S. stocks that you would recommend ?

Gratefully,

Jacques IDS

Q: Missed the recent webinar. Is it posted somewhere? Curious what the 4 picks were. Thanks

Q: Of the 4 names which one would you be a buyer of this week?

Q: What’s the best strategy to purchase Vrt? It doesn’t seem to be pulling back much?

Q: looking for small to midcap Ai stocks might be referred to as adaptors.
would CTS be considered?

Q: Just a little unsure if VRT should fall under Tech or Industrials in my portfolio.

Thank you.

Q: How would you rank the named companies for inclusion in a balanced portfolio today? Would the rankings shift for a growth portfolio?

Q: Are there alternatives to MITK and BKNG that you feel would be better to have in a portfolio today?

Q: Its likely this has been asked before but I couldn't find it... Besides the big guns NVDA, MSFT etc what smaller AI players providing the picks & shovels look good forward ? Which ones would make good targets for the big guys ? Thank you.

Q: Hi Team,
Now that NVDA earnings have completely proved the markets “fear” going into the print completely wrong ; what’s your take on the stock going forward ? Continued momentum? Buy, trim , hold ? The way it looks to me comparing valuations and insane revenue growth rates NVDA might be on its way from #3 spot to eventually taking over both apple and Msft as largest company. Do you see this as correct? The crazy thing is AI is just getting started. Seems like a huge market for NVDA going forward with many countries that haven’t even touched the surface of getting started. I don’t want to sound overly bullish but looking at the future of the world dynamics with digitization of everything this seems to be the future . This being said ; there will be massive demand for data center infrastructure. What companies are the best to play this ? HPS.A seems like data center infrastructure will be a big area of growth for them . Your thoughts please , Thanks.

Q: Vrt announced results, looked strong to me but shares off 10% in premarket. Pls comment on results and reasons for market reaction. Is this an opportunity to get into Vrt at better price, or has bloom come off this rose?

Q: realizing these companies are much different from each other. Would you recommend all three. If yes, Pls indicate by rank, which ones might show the greatest appreciation over the next 2 yrs.

Q: Can you compare/contrast these two businesses for me? Does SMCI order NVDA chips and sell the entire integrated system with chips as well as the infrastructure without chips that customers can plug and play their own NVDA or other chips into? Is SMCI's technology more efficient for thermal management than VRT's? Their growth rates seemed comparable each quarter over the last year. I am wondering if VRT has a good chance to post a nice beat in their upcoming quarter as SMCI did. Thanks

Q: Is now a decent time to purchase VRT or should I wait for a potential pullback/consolidation? Are there other similar companies to VRT?
Thanks