Q: $four had negative reaction to earnings. How attractive do you see it at current price?
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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.
Q: Results have just been released. Please comment?
Thanks
Thanks
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Goosehead Insurance Inc. (GSHD $86.33)
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Shift4 Payments Inc. Class A (FOUR $90.25)
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Applovin Corporation (APP $412.60)
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Coinbase Global Inc (COIN $302.07)
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Cantaloupe Inc. (CTLP $10.87)
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Robinhood Markets Inc. (HOOD $107.50)
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Nebius Group N.V. (NBIS $67.19)
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Circle Internet Group Inc. Class A (CRCL $135.23)
Q: How would you rank the listed companies for new money today in a growth oriented portfolio?
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Kraken Robotics Inc. (PNG $3.49)
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Zedcor Inc. (ZDC $4.08)
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Construction Partners Inc. (ROAD $111.46)
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Shift4 Payments Inc. Class A (FOUR $90.25)
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MDA Space Ltd. (MDA $44.76)
Q: Dear 5i
What would be your order of preference with the above listed stocks to purchase now based on expected earnings growth over the next 2-3 years ?
Thanks
Bill C
What would be your order of preference with the above listed stocks to purchase now based on expected earnings growth over the next 2-3 years ?
Thanks
Bill C
Q: Could you please provide any relevant news on it since the last mention of this company ? Is everything on track?
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Salesforce Inc. (CRM $246.00)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.33)
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ServiceNow Inc. (NOW $886.78)
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kneat.com inc. (KSI $5.50)
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Vitalhub Corp. (VHI $12.77)
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Construction Partners Inc. (ROAD $111.46)
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Synopsys Inc. (SNPS $612.79)
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Galaxy Digital Inc. Class A common stock (GLXY $33.43)
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Shift4 Payments Inc. Class A (FOUR $90.25)
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Genius Sports Limited (GENI $12.62)
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Cellebrite DI Ltd. (CLBT $15.80)
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Sportradar Group AG (SRAD $30.35)
Q: How would you rate these for holding in the SMID Growth section of a portfolio (A couple may not be SMID, which means they just may not be forever keepers for me) - I hold all except SNPS and NOW, which I've been watching, and I’m thinking of consolidating into 6-8 positions, but could keep more. I'm considering 3-4 for shorter-term growth, 1-3 years, 3-4 for longer-term growth, 5-10 years. Please order from most conviction to least with a preference to Shorter (S) or longer(L) or either (E). Thanks!
SNPS, NOW, GLXY, KSI, FOUR, ROAD, CLBT, CRM, HPS.A, VHI, GENI, SRAD
SNPS, NOW, GLXY, KSI, FOUR, ROAD, CLBT, CRM, HPS.A, VHI, GENI, SRAD
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Amazon.com Inc. (AMZN $228.01)
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Alphabet Inc. (GOOG $202.49)
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Salesforce Inc. (CRM $246.00)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.33)
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Celestica Inc. (CLS $184.73)
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Construction Partners Inc. (ROAD $111.46)
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Valhi Inc. (VHI $16.44)
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Galaxy Digital Inc. Class A common stock (GLXY $33.43)
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Shift4 Payments Inc. Class A (FOUR $90.25)
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Cellebrite DI Ltd. (CLBT $15.80)
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Propel Holdings Inc. (PRL $32.14)
Q: How would you rate buying these growth stocks today for a 3 -year hold?
Amzn, goog, VHI, PRL, CLS , HPS.a , GLXY, VHI, FOUR, ROAD , CRM, CLBT
Amzn, goog, VHI, PRL, CLS , HPS.a , GLXY, VHI, FOUR, ROAD , CRM, CLBT
Q: Please indicate 5 small to midcap stocks for Canada and also for USA in order of preference with -
a.solid growth potential
b.low volatility
Thanks.
a.solid growth potential
b.low volatility
Thanks.
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Sylogist Ltd. (SYZ $8.03)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.33)
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kneat.com inc. (KSI $5.50)
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Goosehead Insurance Inc. (GSHD $86.33)
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Galaxy Digital Inc. Class A common stock (GLXY $33.43)
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Shift4 Payments Inc. Class A (FOUR $90.25)
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Palantir Technologies Inc. (PLTR $157.75)
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Applovin Corporation (APP $412.60)
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Cantaloupe Inc. (CTLP $10.87)
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Genius Sports Limited (GENI $12.62)
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Sportradar Group AG (SRAD $30.35)
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D2L Inc. Subordinate Voting Shares (DTOL $16.22)
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Symbotic Inc. (SYM $46.80)
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Nebius Group N.V. (NBIS $67.19)
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DeFi Technologies Inc. (DEFI)
Q: Please rank the following US and CAN names in order of preference today for a growth oriented investor.
US: NBIS, GSHD, SYM, CTLP, FOUR, SRAD, PLTR, APP, GENI
CAN: KSI, HPS.A, GLXY, DTOL, SYZ, DEFI
Thank you!
US: NBIS, GSHD, SYM, CTLP, FOUR, SRAD, PLTR, APP, GENI
CAN: KSI, HPS.A, GLXY, DTOL, SYZ, DEFI
Thank you!
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Expedia Group Inc. (EXPE $208.04)
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United Rentals Inc. (URI $915.64)
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Celestica Inc. (CLS $256.04)
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Shift4 Payments Inc. Class A (FOUR $90.25)
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Propel Holdings Inc. (PRL $32.14)
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D2L Inc. Subordinate Voting Shares (DTOL $16.22)
Q: Hi guys....great service....just wondering if you have 2-3 names on both sides of the border...undervalued and you think are great opportunities for bounceback over the next 6-12 months...
Q: Can you comment on FOUR's earnings?
Thanks
Thanks
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Alphabet Inc. (GOOG $202.49)
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Intuitive Surgical Inc. (ISRG $479.20)
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Booking Holdings Inc. (BKNG $5,584.08)
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Crocs Inc. (CROX $83.35)
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Shift4 Payments Inc. Class A (FOUR $90.25)
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Celsius Holdings Inc. (CELH $60.47)
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Palantir Technologies Inc. (PLTR $157.75)
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Cantaloupe Inc. (CTLP $10.87)
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Genius Sports Limited (GENI $12.62)
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Cellebrite DI Ltd. (CLBT $15.80)
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Sportradar Group AG (SRAD $30.35)
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Nebius Group N.V. (NBIS $67.19)
Q: Hello Team,
Are you able to rank the above companies in order on which one you would purchase today, looking for great possible return over the next 2-3 year. Plus 2 of your other favourite US stocks.
Thanks
Are you able to rank the above companies in order on which one you would purchase today, looking for great possible return over the next 2-3 year. Plus 2 of your other favourite US stocks.
Thanks
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WSP Global Inc. (WSP $282.55)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.33)
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Axon Enterprise Inc. (AXON $758.29)
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Comfort Systems USA Inc. (FIX $683.93)
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Vertiv Holdings LLC Class A (VRT $129.05)
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Shift4 Payments Inc. Class A (FOUR $90.25)
Q: Please rank from most conviction in a recovery to least conviction. Thank you
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Axon Enterprise Inc. (AXON $758.29)
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Comfort Systems USA Inc. (FIX $683.93)
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Vertiv Holdings LLC Class A (VRT $129.05)
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Shift4 Payments Inc. Class A (FOUR $90.25)
Q: Is FOUR debt level manageable to weather the storm? How would you rank with VRT, AXON and FIX
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.33)
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Global Payments Inc. (GPN $86.62)
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kneat.com inc. (KSI $5.50)
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Vitalhub Corp. (VHI $12.77)
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Vertiv Holdings LLC Class A (VRT $129.05)
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Shift4 Payments Inc. Class A (FOUR $90.25)
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Symbotic Inc. (SYM $46.80)
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Nebius Group N.V. (NBIS $67.19)
Q: I am looking for tax-loss proxy ideas for the following names: CAN: HPS.A, KSI, VHI. US: NBIS, SYM, FOUR. Thank you!
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Construction Partners Inc. (ROAD $111.46)
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Shift4 Payments Inc. Class A (FOUR $90.25)
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Cellebrite DI Ltd. (CLBT $15.80)
Q: During his appearance on BBN in November Peter's top picks were CLBT, ROAD, and FOUR.
These are all down substantially since the show.
Did Peter hold those 3 in his actively managed fund when appearing on BNN? Does he still have any or some of them in his fund today?
Thanks
Sheldon
These are all down substantially since the show.
Did Peter hold those 3 in his actively managed fund when appearing on BNN? Does he still have any or some of them in his fund today?
Thanks
Sheldon
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Goosehead Insurance Inc. (GSHD $86.33)
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Shift4 Payments Inc. Class A (FOUR $90.25)
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Cantaloupe Inc. (CTLP $10.87)
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Symbotic Inc. (SYM $46.80)
Q: Would you endorse a switch from FOUR to GSHD and SYM to CTLP at this juncture for a growth oriented investor?
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Goosehead Insurance Inc. (GSHD $86.33)
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Shift4 Payments Inc. Class A (FOUR $90.25)
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Cantaloupe Inc. (CTLP $10.87)
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Cellebrite DI Ltd. (CLBT $15.80)
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Sportradar Group AG (SRAD $30.35)
Q: What are your top 5 small and mid-cap US stocks currently for growth prospects? Please could you rank in order of preference. Thank you!
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Intuitive Surgical Inc. (ISRG $479.20)
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Crocs Inc. (CROX $83.35)
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Freshworks Inc. (FRSH $13.28)
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Construction Partners Inc. (ROAD $111.46)
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Shift4 Payments Inc. Class A (FOUR $90.25)
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Celsius Holdings Inc. (CELH $60.47)
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Snowflake Inc. (SNOW $192.63)
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Cantaloupe Inc. (CTLP $10.87)
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Genius Sports Limited (GENI $12.62)
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SoFi Technologies Inc. (SOFI $22.75)
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Cellebrite DI Ltd. (CLBT $15.80)
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ReposiTrak Inc. (TRAK $16.36)
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Nebius Group N.V. (NBIS $67.19)
Q: Hello Team,
Are you able to rank (1 to 13) the above companies on which ones you would purchase today based on pullbacks and who you think has the most upside over the next 2-3 years. Thanks.
Are you able to rank (1 to 13) the above companies on which ones you would purchase today based on pullbacks and who you think has the most upside over the next 2-3 years. Thanks.
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Goosehead Insurance Inc. (GSHD $86.33)
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Freshworks Inc. (FRSH $13.28)
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Strategy Inc (MSTR $336.57)
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Shift4 Payments Inc. Class A (FOUR $90.25)
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Palantir Technologies Inc. (PLTR $157.75)
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Snowflake Inc. (SNOW $192.63)
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Applovin Corporation (APP $412.60)
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Cantaloupe Inc. (CTLP $10.87)
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Cellebrite DI Ltd. (CLBT $15.80)
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Symbotic Inc. (SYM $46.80)
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Nebius Group N.V. (NBIS $67.19)
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UFP Technologies Inc. (UFPT $217.39)
Q: How would you rank the following for a growth oriented long-term hold: NBIS, PLTR, FOUR, SYM, CLBT, GSHD, UFPT, SNOW, CTLP, MSTR, FRSH, APP