Q: Hey sorry I asked a question about CELH just a few hours ago. Please add this commentary under the same question. I just wanted to add a point as I was asking for your thoughts on CELH pullback. Some investors are claiming the pullback is due to Celsius branded drinks only growing 6%, while Alani Nu grew much more. They are questioning the original comments from mgmt that Alani and Celsius only had about 15% customer overlap. But it seems that Celsius brand is being way more cannibalized, and likely competition impacts, but overall Celsius brand drinks has lost it high growth that the company has been priced on. Can you add your thoughts on this thesis and is CELH still a hold in the face of these issues? Thx
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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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United Rentals Inc. (URI $961.15)
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CECO Environmental Corp. (CECO $80.84)
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EnerSys (ENS $236.98)
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Vertiv Holdings LLC Class A (VRT $370.94)
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Celsius Holdings Inc. (CELH $30.16)
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Sphere Entertainment Co. Class A (SPHR $134.33)
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Sezzle Inc. (SEZL $98.62)
Q: Which of the two would you prefer for a +5 year hold? A reason please
If not these two, which are your favourite US non tech names for +5 years. Growth focused
Thank you!
If not these two, which are your favourite US non tech names for +5 years. Growth focused
Thank you!
Q: Good Morning team, please comment on the latest earnings from GRID and CELH.
Thanks for everything
Thanks for everything
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Meta Platforms Inc. (META $614.23)
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Alphabet Inc. (GOOG $393.32)
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Intuit Inc. (INTU $393.00)
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Micron Technology Inc. (MU $724.66)
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NVIDIA Corporation (NVDA $225.32)
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Teradyne Inc. (TER $337.88)
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Axon Enterprise Inc. (AXON $391.88)
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e.l.f. Beauty Inc. (ELF $56.43)
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Freshworks Inc. (FRSH $8.96)
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Vertiv Holdings LLC Class A (VRT $370.94)
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Celsius Holdings Inc. (CELH $30.16)
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Robinhood Markets Inc. (HOOD $77.14)
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Cellebrite DI Ltd. (CLBT $12.98)
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Nebius Group N.V. (NBIS $219.94)
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Ouster Inc. (OUST $34.86)
Q: What is your top 5 US buys in order at today's price for each
Small cap
Mid cap
Large cap
Thank you
Small cap
Mid cap
Large cap
Thank you
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Broadcom Inc. (AVGO $425.19)
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Intuit Inc. (INTU $393.00)
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United Rentals Inc. (URI $961.15)
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ASML Holding N.V. (ASML $1,501.81)
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Axon Enterprise Inc. (AXON $391.88)
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Celsius Holdings Inc. (CELH $30.16)
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Karman Holdings Inc. (KRMN $62.77)
Q: hi
can you rate each as a buy/sell/hold please. and provide a lower price to buy each at assuming more market weakness.
cheers, Chris
can you rate each as a buy/sell/hold please. and provide a lower price to buy each at assuming more market weakness.
cheers, Chris
Q: Any rationale for the recent sharp moves lower with CELH?
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Intuitive Surgical Inc. (ISRG $421.12)
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JPMorgan Chase & Co. (JPM $297.81)
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Eli Lilly and Company (LLY $1,004.92)
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United Rentals Inc. (URI $961.15)
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RTX Corporation (RTX $171.18)
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Celsius Holdings Inc. (CELH $30.16)
Q: What is your current top 10 Canadian and US non-tech stocks?
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Nike Inc. (NKE $41.88)
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Crocs Inc. (CROX $94.94)
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Axon Enterprise Inc. (AXON $391.88)
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Celsius Holdings Inc. (CELH $30.16)
Q: Do you think its worth holding on to Nike at this point? I can be patient but are there better places to be?
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Amazon.com Inc. (AMZN $264.14)
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Alphabet Inc. (GOOG $393.32)
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Eli Lilly and Company (LLY $1,004.92)
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Teradyne Inc. (TER $337.88)
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EnerSys (ENS $236.98)
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RTX Corporation (RTX $171.18)
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Celsius Holdings Inc. (CELH $30.16)
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Applovin Corporation (APP $501.00)
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Nebius Group N.V. (NBIS $219.94)
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Karman Holdings Inc. (KRMN $62.77)
Q: So many members ask questions where they ask you to rank a number of companies which they suggest. Let me change that up a. bit. Please rank the top 10 Canadian companies that YOU think have the best chance of yielding the highest returns for 5i members In 2026. Perhaps an unfair question but I"m curious.
This was a question asked earlier which seems quite popular. Can I ask the same question for US stocks
Thanks
This was a question asked earlier which seems quite popular. Can I ask the same question for US stocks
Thanks
Q: What are you thoughts currently ? Seems like the Alani Nu products are popular and should start adding growth . Any seasonality to buying before summer in NA ?
Many Thanks
Many Thanks
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e.l.f. Beauty Inc. (ELF $56.43)
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Celsius Holdings Inc. (CELH $30.16)
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Genius Sports Limited (GENI $4.24)
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Sportradar Group AG (SRAD $12.49)
Q: Happy New Year 5i Team - I noticed the category 'Hidden Gems' in a communication from sometime in the past. Would you be able to provide a list of a few stocks that might fit into this category now, solid companies that have sold off for whatever reasons in spite of solid fundamentals and good growth prospects, US and Canadian. Any market cap is fine but with emphasis on small and mid caps
Thanks.
Thanks.
Q: Can you comment on CELH earnings? Seems like strong growth, and a write down that Pepsi will be paying back. Not sure why the share price has dropped 26%? Am I missing something? Would you see this as an add, or this market is too volatile to be adding to such a volatile over priced stock? Thx
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Amazon.com Inc. (AMZN $264.14)
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Meta Platforms Inc. (META $614.23)
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Alphabet Inc. (GOOG $393.32)
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United Rentals Inc. (URI $961.15)
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Advanced Micro Devices Inc. (AMD $424.10)
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Axon Enterprise Inc. (AXON $391.88)
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CECO Environmental Corp. (CECO $80.84)
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Eagle Materials Inc (EXP $194.66)
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CrowdStrike Holdings Inc. (CRWD $594.08)
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Celsius Holdings Inc. (CELH $30.16)
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Palantir Technologies Inc. (PLTR $133.99)
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SoFi Technologies Inc. (SOFI $15.61)
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Nebius Group N.V. (NBIS $219.94)
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Karman Holdings Inc. (KRMN $62.77)
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Ouster Inc. (OUST $34.86)
Q: My goal is to have $1,000,000 TFSA, currently at $320,000 (CAD) but have $40,000 USD cash in there from trims to CRWD (ty from 2018 <3) and PLTR. For US stocks I own SOFI, CELH, AMD, GOOG, META, AMZN. My plan for my TFSA is put new contributions in CAD and put in your CAD recommendations. But for the USD I have, can you recommend some US stocks WITH buy prices (willing to wait for drops to pick up stocks at a lower price)
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Alphabet Inc. (GOOG $393.32)
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Crocs Inc. (CROX $94.94)
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Parsons Corporation (PSN $50.38)
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Celsius Holdings Inc. (CELH $30.16)
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Genius Sports Limited (GENI $4.24)
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Cellebrite DI Ltd. (CLBT $12.98)
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BlackSky Technology Inc. Class A (BKSY $38.75)
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Sportradar Group AG (SRAD $12.49)
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Nebius Group N.V. (NBIS $219.94)
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TSS Inc. (TSSI $11.12)
Q: Hello Team,
Looking at adding some funds to US stocks I already own, are you able to rank these in order from 1 to 10 based on a 3-4 year hold, I'm not worried about company size or industry. Thanks!
Looking at adding some funds to US stocks I already own, are you able to rank these in order from 1 to 10 based on a 3-4 year hold, I'm not worried about company size or industry. Thanks!
Q: I had CELH on my watchlist 'forever' but its share price kept bolting away from me and I thought of giving up the chase. But I see the company has a consensus ‘strong buy’ . CFRA now rates it a hold , up from sell. Bespoke Investments added it today to its model “Growth Basket” . I add this information knowing you would not allow it to prejudice your thinking.
CELH looks overpriced to me. At best, risk-reward looks balanced. I am hesitant to buy (I am VERY shy , you know). Nevertheless, I am back to reviewing the business again. I would value your insight and your opinion, with substance please. What do you think of the prospects for appreciation in value of the shares.
CELH looks overpriced to me. At best, risk-reward looks balanced. I am hesitant to buy (I am VERY shy , you know). Nevertheless, I am back to reviewing the business again. I would value your insight and your opinion, with substance please. What do you think of the prospects for appreciation in value of the shares.
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Alphabet Inc. (GOOG $393.32)
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Micron Technology Inc. (MU $724.66)
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NVIDIA Corporation (NVDA $225.32)
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United Rentals Inc. (URI $961.15)
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Celestica Inc. (CLS $494.83)
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Advanced Micro Devices Inc. (AMD $424.10)
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Axon Enterprise Inc. (AXON $391.88)
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Shopify Inc. (SHOP $100.28)
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Celsius Holdings Inc. (CELH $30.16)
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Nebius Group N.V. (NBIS $219.94)
Q: I recently sold Nvidia in my tfsa. I sold a call option on it and it was pretty close to the strike price, I let it get called away, since I am overweight Nvidia. Now that it is down I am tempted to buy it again. I can’t let myself forget the overweight aspect, though. Do you have another suggestion that I could replace it with? I want something nearly as good that I can sell options on, thus no or a small dividend. Sector doesn’t matter. I am also full weight on Shopify and Google. I am also open to smaller stocks that could show growth and are relatively safe—celestica and Nebius?
Thanks
Thanks
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Amphenol Corporation (APH $125.00)
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Wheaton Precious Metals Corp. (WPM $179.39)
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SSR Mining Inc. (SSRM $43.21)
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Dave Inc. (DAVE $235.79)
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Celsius Holdings Inc. (CELH $30.16)
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DLocal Limited (DLO $11.01)
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IREN Limited (IREN $52.94)
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Astera Labs Inc. (ALAB $232.68)
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Nebius Group N.V. (NBIS $219.94)
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Sezzle Inc. (SEZL $98.62)
Q: Can you identify 10 US or CAN companies, currently profitable or approaching profitability, that you project will achieve a compound annual sales growth of at least 20% over the next decade?
Q: What is your opinion on Celius's having Pepsi up it's stake to 11% and selling the Rock star energy for USA and Canada to them? I have been a fairly long time holder and just wondering if these new developments are going to be great for future valuation in your opinion possibly?
Q: Has been doing very well lately , I'm excited for Alani Nu acquisition and its potential .
Thoughts and would you add here ?
Thanks
Thoughts and would you add here ?
Thanks
Q: Good morning, please comment on the latest Q from CELH. Thanks