Q: I'm up over 200% on CELH (thanks!) and although I don't see any red flags, I think it's time to trim back from an 11% holding. I've had LMN on my watch list for some time, do you think trimming CELH and buying LMN would give me a similar growth profile stock? Does LMN also trade on the US markets so I could keep my currency in USD?
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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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Data Communications Management Corp. (DCM $1.35)
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Crocs Inc. (CROX $81.10)
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Axon Enterprise Inc. (AXON $727.41)
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InMode Ltd. (INMD $15.05)
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Celsius Holdings Inc. (CELH $62.91)
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Lumine Group Inc. (LMN $40.21)
Q: I have some TFSA funds to allocate to stocks that have potential for significant gain over the next 3 years. Based largely on 5i content/views, thinking of INMD, LMN and DCM. Thoughts? Alternative options you may prefer?
Q: Much appreciated for Celsius , Still feels like so much potential . How its Valuation ?
Monster has so much marketshare . Thoughts ?
Greg
Monster has so much marketshare . Thoughts ?
Greg
Q: Can I please get your thoughts on second quarter results for AXON and CELH?
Thank you
Thank you
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WSP Global Inc. (WSP $280.53)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $232.42)
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goeasy Ltd. (GSY $162.08)
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The Trade Desk Inc. (TTD $54.07)
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Celsius Holdings Inc. (CELH $62.91)
Q: These positions are getting large in my portfolio (7% or a little higher). I don't mind letting runners run, but do you see any that you would recommend trimming because of insecurity regarding the future of the position? Thanks!
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Booking Holdings Inc. (BKNG $5,131.23)
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Edwards Lifesciences Corporation (EW $75.74)
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Visa Inc. (V $351.36)
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Albemarle Corporation (ALB $91.69)
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S&P Global Inc. (SPGI $482.43)
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Paycom Software Inc. (PAYC $205.08)
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Kinsale Capital Group Inc. (KNSL $478.99)
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Old Dominion Freight Line Inc. (ODFL $144.78)
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Brown & Brown Inc. (BRO $95.96)
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Celsius Holdings Inc. (CELH $62.91)
Q: Could you give me your recommendations for the 10 best US medium or large cap companies that pay small or no dividends, this time excluding IT companies? Thanks for your great service.
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Adobe Inc. (ADBE $348.77)
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Amazon.com Inc. (AMZN $225.22)
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Meta Platforms Inc. (META $717.84)
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Alphabet Inc. (GOOG $245.46)
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Intuitive Surgical Inc. (ISRG $448.09)
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Microsoft Corporation (MSFT $524.85)
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Booking Holdings Inc. (BKNG $5,131.23)
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PayPal Holdings Inc. (PYPL $76.13)
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Edwards Lifesciences Corporation (EW $75.74)
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Celsius Holdings Inc. (CELH $62.91)
Q: Could you give me your recommendations for the 10 best US medium or large cap companies that pay small or no dividends?
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Meta Platforms Inc. (META $717.84)
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NVIDIA Corporation (NVDA $189.11)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $232.42)
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Tesla Inc. (TSLA $438.69)
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Super Micro Computer Inc. (SMCI $58.68)
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Celsius Holdings Inc. (CELH $62.91)
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Palantir Technologies Inc. (PLTR $183.56)
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C3.ai Inc. Class A (AI $19.13)
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Duolingo Inc. (DUOL $347.27)
Q: What are your 10 top momentum plays?
Q: Can I please get you take on Jacobs Solutions and Celsius Holdings? Would you prefer ATS Corporation to Jacobs?
Thank you
Thank you
Q: Thoughts on latest quarter ? Momentum , Shorts etc..
Seem to cloud Story ...
Greg
Seem to cloud Story ...
Greg
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PayPal Holdings Inc. (PYPL $76.13)
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Celsius Holdings Inc. (CELH $62.91)
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Lantheus Holdings Inc. (LNTH $53.55)
Q: I’m fed up with PayPal and am planning on selling at a loss. Could you please give me your too pick for a growth stock listed in the USA? It can be anything in any sector. Thank you,
Jason
Jason
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Axon Enterprise Inc. (AXON $727.41)
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Celsius Holdings Inc. (CELH $62.91)
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eXp World Holdings Inc. (EXPI $10.89)
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Lantheus Holdings Inc. (LNTH $53.55)
Q: What are your current thoughts on EXPI and its recent earnings report? Do you see it as a strong recovery potential and would you add to a position that is down 66% with a current weight of 0.5%? Or do you think it is time to move on to other names that you have higher conviction in (please suggest some other US names)?
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Bank of America Corporation (BAC $49.84)
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goeasy Ltd. (GSY $162.08)
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NIO Inc. American depositary shares each representing one Class A (NIO $7.85)
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Crocs Inc. (CROX $81.10)
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Perion Network Ltd (PERI $9.65)
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Berkshire Hathaway Inc. (BRK.B $499.84)
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iShares U.S. Technology ETF (IYW $200.85)
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Celsius Holdings Inc. (CELH $62.91)
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iShares U.S. Infrastructure ETF (IFRA $53.57)
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Global X S&P 500 Covered Call ETF (XYLD $39.51)
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Lantheus Holdings Inc. (LNTH $53.55)
Q: Hi
We still have 500 shares of GSY in our RRSP accounts
Thinking of selling and buying BAC. Both are beaten up. However I am thinking BAC
has a better chance of recovering in a shorter time frame with less government interference.
Your comments or other suggestions in the US are most welcome.
We already have CROX, BRK.B, CELH, PERI, NIO, INMD, LNTH, IFRA,XYLD, IYW
Thank you
Mike
We still have 500 shares of GSY in our RRSP accounts
Thinking of selling and buying BAC. Both are beaten up. However I am thinking BAC
has a better chance of recovering in a shorter time frame with less government interference.
Your comments or other suggestions in the US are most welcome.
We already have CROX, BRK.B, CELH, PERI, NIO, INMD, LNTH, IFRA,XYLD, IYW
Thank you
Mike
Q: Was there any news about CELH? It dropped like a stone on good volumes.
Your insight on this company after today's drop is appreciated. Would you look to add at recent support levels?
Regards
Rajiv
Your insight on this company after today's drop is appreciated. Would you look to add at recent support levels?
Regards
Rajiv
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Inventronics Limited (IVX $0.77)
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Redishred Capital Corp. (KUT $4.96)
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Atlas Engineered Products Ltd. (AEP $0.75)
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kneat.com inc. (KSI $6.08)
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Axon Enterprise Inc. (AXON $727.41)
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DexCom Inc. (DXCM $67.78)
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Perion Network Ltd (PERI $9.65)
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InMode Ltd. (INMD $15.05)
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WildBrain Ltd. Common and Variable Voting Shares (WILD $1.80)
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Celsius Holdings Inc. (CELH $62.91)
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Taboola.com Ltd. (TBLA $3.20)
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Lantheus Holdings Inc. (LNTH $53.55)
Q: Can you provide a list of a few microcaps, smallcaps, both us/cdn that could rocket up with a recovery in the economy. Thanks 5i for all you do
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Alphabet Inc. (GOOG $245.46)
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Axon Enterprise Inc. (AXON $727.41)
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DexCom Inc. (DXCM $67.78)
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Perion Network Ltd (PERI $9.65)
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InMode Ltd. (INMD $15.05)
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Celsius Holdings Inc. (CELH $62.91)
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Taboola.com Ltd. (TBLA $3.20)
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Lantheus Holdings Inc. (LNTH $53.55)
Q: I noticed that your position on Google has changed in the past couple of months. Previously, you were always recommending it as #1 stock for growth/risk combination, lately I don't see this recommendation anymore. At the moment, it is the worst performing stock in my portfolio and I am down over USD $20K on it. Unfortunately, it's in TFSA portfolio, so I cannot sell and claim cap loss. Do you still believe in bright future for Google considering the challenges (e.g. Microsoft combining efforts with Open AI to integrate chatGPT in Bing and challenge Google search dominance and, by proxy, ad revenue)? Considering that the stock is held in TFSA, would you keep it or sell and replace with something else? If you recommend selling, please list your suggestions. What is your current recommendation on the US market for better growth/risk equilibrium? Thanks!
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Restaurant Brands International Inc. (QSR $93.94)
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Aritzia Inc. Subordinate Voting Shares (ATZ $81.81)
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Crocs Inc. (CROX $81.10)
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InMode Ltd. (INMD $15.05)
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Celsius Holdings Inc. (CELH $62.91)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $81.50)
Q: What are a few non-tech, non-financial stocks that you are high on right now?
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Five Below Inc. (FIVE $153.76)
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Celsius Holdings Inc. (CELH $62.91)
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CVRx Inc. (CVRX $9.11)
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Catalyst Pharmaceuticals Inc. (CPRX $20.39)
Q: I read most of the questions and people asking for the top stocks that are going to do well over the next year or two. Four that are mentioned more than once are FIVE, CVRX, CELH and CPRX. In the case of CVRX, I have a about a 25% profit in less than 2 months. Do you think it has more room to run? Is there anything to worry about the other 3. I have CELH as well which seems to be very volatile. Again, much appreciated.
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First Solar Inc. (FSLR $231.37)
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Alphabet Inc. (GOOG $245.46)
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DexCom Inc. (DXCM $67.78)
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Celsius Holdings Inc. (CELH $62.91)
Q: Hi team,
Looking for strong growth names in my tfsa, I have been considering cheap stocks with potential. An alternative approach would be to look at names which have been doing very well this year and which still have momentum and potential. Grateful for your comments and some names which have wind in their sails.
Jacques IDS
Looking for strong growth names in my tfsa, I have been considering cheap stocks with potential. An alternative approach would be to look at names which have been doing very well this year and which still have momentum and potential. Grateful for your comments and some names which have wind in their sails.
Jacques IDS
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Five Below Inc. (FIVE $153.76)
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Axon Enterprise Inc. (AXON $727.41)
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Guardant Health Inc. (GH $65.32)
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Fox Factory Holding Corp. (FOXF $23.91)
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InMode Ltd. (INMD $15.05)
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Celsius Holdings Inc. (CELH $62.91)
Q: Hello Peter and Ryan,
I just read a negative research report on Guardant Health in Seeking Alpha, suggesting it may not be returning to its growth premium anytime soon. If you were to have a change of mind on seeing it as a HOLD, can you suggest a few compelling replacements from your current US high-growth list of favourites (within or outside of this sector)? Thanks, Brad
I just read a negative research report on Guardant Health in Seeking Alpha, suggesting it may not be returning to its growth premium anytime soon. If you were to have a change of mind on seeing it as a HOLD, can you suggest a few compelling replacements from your current US high-growth list of favourites (within or outside of this sector)? Thanks, Brad