Q: Any rationale for the recent sharp moves lower with CELH?
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.
-
Intuitive Surgical Inc. (ISRG $452.66)
-
JPMorgan Chase & Co. (JPM $282.84)
-
Eli Lilly and Company (LLY $878.24)
-
United Rentals Inc. (URI $734.30)
-
RTX Corporation (RTX $189.71)
-
Celsius Holdings Inc. (CELH $33.94)
Q: What is your current top 10 Canadian and US non-tech stocks?
-
Nike Inc. (NKE $51.37)
-
Crocs Inc. (CROX $79.54)
-
Axon Enterprise Inc. (AXON $429.94)
-
Celsius Holdings Inc. (CELH $33.94)
Q: Do you think its worth holding on to Nike at this point? I can be patient but are there better places to be?
-
Amazon.com Inc. (AMZN $199.34)
-
Alphabet Inc. (GOOG $273.76)
-
Eli Lilly and Company (LLY $878.24)
-
Teradyne Inc. (TER $295.61)
-
EnerSys (ENS $171.37)
-
RTX Corporation (RTX $189.71)
-
Celsius Holdings Inc. (CELH $33.94)
-
Applovin Corporation (APP $381.20)
-
Nebius Group N.V. (NBIS $100.82)
-
Karman Holdings Inc. (KRMN $84.07)
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
-
e.l.f. Beauty Inc. (ELF $61.05)
-
Celsius Holdings Inc. (CELH $33.94)
-
Genius Sports Limited (GENI $4.33)
-
Sportradar Group AG (SRAD $17.15)
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
-
Amazon.com Inc. (AMZN $199.34)
-
Meta Platforms Inc. (META $525.72)
-
Alphabet Inc. (GOOG $273.76)
-
United Rentals Inc. (URI $734.30)
-
Advanced Micro Devices Inc. (AMD $201.99)
-
Axon Enterprise Inc. (AXON $429.94)
-
CECO Environmental Corp. (CECO $60.95)
-
Eagle Materials Inc (EXP $182.32)
-
CrowdStrike Holdings Inc. (CRWD $369.58)
-
Celsius Holdings Inc. (CELH $33.94)
-
Palantir Technologies Inc. (PLTR $143.06)
-
SoFi Technologies Inc. (SOFI $15.23)
-
Nebius Group N.V. (NBIS $100.82)
-
Karman Holdings Inc. (KRMN $84.07)
-
Ouster Inc. (OUST $17.66)
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)
-
Alphabet Inc. (GOOG $273.76)
-
Crocs Inc. (CROX $79.54)
-
Parsons Corporation (PSN $52.51)
-
Celsius Holdings Inc. (CELH $33.94)
-
Genius Sports Limited (GENI $4.33)
-
Cellebrite DI Ltd. (CLBT $12.95)
-
BlackSky Technology Inc. Class A (BKSY $23.29)
-
Sportradar Group AG (SRAD $17.15)
-
Nebius Group N.V. (NBIS $100.82)
-
TSS Inc. (TSSI $11.70)
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.
-
Alphabet Inc. (GOOG $273.76)
-
Micron Technology Inc. (MU $357.22)
-
NVIDIA Corporation (NVDA $167.52)
-
United Rentals Inc. (URI $734.30)
-
Celestica Inc. (CLS $388.66)
-
Advanced Micro Devices Inc. (AMD $201.99)
-
Axon Enterprise Inc. (AXON $429.94)
-
Shopify Inc. (SHOP $111.85)
-
Celsius Holdings Inc. (CELH $33.94)
-
Nebius Group N.V. (NBIS $100.82)
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
-
Amphenol Corporation (APH $123.62)
-
Wheaton Precious Metals Corp. (WPM $172.65)
-
SSR Mining Inc. (SSRM $36.69)
-
Dave Inc. (DAVE $174.95)
-
Celsius Holdings Inc. (CELH $33.94)
-
DLocal Limited (DLO $12.27)
-
IREN Limited (IREN $35.09)
-
Astera Labs Inc. (ALAB $112.47)
-
Nebius Group N.V. (NBIS $100.82)
-
Sezzle Inc. (SEZL $61.58)
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
-
Intuitive Surgical Inc. (ISRG $452.66)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.42)
-
Axon Enterprise Inc. (AXON $429.94)
-
CrowdStrike Holdings Inc. (CRWD $369.58)
-
Celsius Holdings Inc. (CELH $33.94)
-
Genius Sports Limited (GENI $4.33)
-
Sportradar Group AG (SRAD $17.15)
-
TransMedics Group Inc. (TMDX $99.05)
-
Nebius Group N.V. (NBIS $100.82)
Q: Do any of these companies fwd P/E's or P/S's concern you at all vs their expected growth rates?
They range from 50x to 127x. I'm looking to increase positions in NBIS/SRAD/GENI so I'm thinking of trimming some of these higher valuation names to add to these lower position names. However, I don't want to trim these long term compounders if they still have legs, but at such high valuations, when does it make sense to trim a name like CRWD to add to NBIS currently? I understand that great companies generally have higher valuations for a reason and investors have to pay up for great long term compounders. Thank you!
They range from 50x to 127x. I'm looking to increase positions in NBIS/SRAD/GENI so I'm thinking of trimming some of these higher valuation names to add to these lower position names. However, I don't want to trim these long term compounders if they still have legs, but at such high valuations, when does it make sense to trim a name like CRWD to add to NBIS currently? I understand that great companies generally have higher valuations for a reason and investors have to pay up for great long term compounders. Thank you!
Q: Please comment on the recent quarterly results, the forward guidance and its most recent acquisition. Thank you
-
TFI International Inc. (TFII $145.46)
-
Celsius Holdings Inc. (CELH $33.94)
-
TransMedics Group Inc. (TMDX $99.05)
Q: Can I get your quick comments on these companies? I'm down on these between 20-45%. Do you think they are still worth holding or looking to clean up these weeds and deploy into other higher quality names. Thanks!
-
Alphabet Inc. (GOOG $273.76)
-
Intuitive Surgical Inc. (ISRG $452.66)
-
Booking Holdings Inc. (BKNG $4,062.14)
-
Crocs Inc. (CROX $79.54)
-
Shift4 Payments Inc. Class A (FOUR $44.48)
-
Celsius Holdings Inc. (CELH $33.94)
-
Palantir Technologies Inc. (PLTR $143.06)
-
Cantaloupe Inc. (CTLP $10.60)
-
Genius Sports Limited (GENI $4.33)
-
Cellebrite DI Ltd. (CLBT $12.95)
-
Sportradar Group AG (SRAD $17.15)
-
Nebius Group N.V. (NBIS $100.82)
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
-
Intuitive Surgical Inc. (ISRG $452.66)
-
Crocs Inc. (CROX $79.54)
-
Freshworks Inc. (FRSH $7.87)
-
Construction Partners Inc. (ROAD $109.04)
-
Shift4 Payments Inc. Class A (FOUR $44.48)
-
Celsius Holdings Inc. (CELH $33.94)
-
Snowflake Inc. (SNOW $152.80)
-
Cantaloupe Inc. (CTLP $10.60)
-
Genius Sports Limited (GENI $4.33)
-
SoFi Technologies Inc. (SOFI $15.23)
-
Cellebrite DI Ltd. (CLBT $12.95)
-
ReposiTrak Inc. (TRAK $7.15)
-
Nebius Group N.V. (NBIS $100.82)
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.