Investment Q&A

Q: I’m light on Consumer Discretionary in my RSP - could you give me your top 3 picks for both the US and Canada? Thanks

Q: Small caps have always been a focus of mine and the 5i team has helped me build out a nice group over the last year to complement my core holdings. Can you let me know if your thesis has changed (negatively) on any of these names? Any standouts that you would add to either due to opportunity or valuation if I had more $ available?

Thx as always for your valued advice

Q: Hi Team,
I have no exposure to the online gambling theme that seems to have promise for growth. Do you still believe that this is a good theme to be buying into for the long term? And if so, what's the best way to play it? I was thinking Flutter? But, its came a long way from its 52 week lows. What's the chances of it going back to that level and was the rise justified? And do you believe it's uptrend will continue long term? I know you also mentioned before it has a much better valuation than Draftkings, although DKNG still seems to move with more leverage for the time being. I wonder if Flutter will eye a US listing to get their valuation up? I never hear Flutter talked about on sites such as CNBC. ( I assume its because its a European Company and CNBC would rather talk about Draftkings)? Another possiblity I was looking at was Score Media. Please let me know your thoughts.

Also on a seperate topic...CELH has dipped some off its highs. Is it a buy today. And your quick thoughts on how big of potential you see this company having in 5-10yrs. Is it a stock that could multi-bag from here? Deduct as many points as required. Thanks!

Shane.

Q: Real and bsr are laggards in my portfolio. i would like to replace with two good performers .
on 5i i see crwd celph mgni et all i dont really know what they do
please suggest two that are on the safeside not necessarily the best .
also pbl a cdn co was a top pick by Stephen Takaczy

Q: Hi team,
In the US small caps in the growth mode, which are your current favorites ? Any views on FTHM-Q, CTRN-Q, ROAD-Q ?
Gratefully,
J IDS

Q: Can you please provide your top three Canadian or US small cap names for growth, along with a quick blurb on each re: their risks and opportunities? I have no sector preference and very high risk tolerance for this investment. Thanks.

Q: Hi Team,
I have become interested in CELH, as I have seen you mention it several times as a US small cap favorite. Unfortunately I have just been watching it "run away" from me as it continues to rocket higher daily it seems. I was wondering if you could elaborate a bit more on what you like about the company, growth expectations and potential, catalysts, and if the share price rise seen this year is justifiable? ($3 - $65 seems a bit crazy!) From what I have read off the website its technology in being able to burn fat seems quite intriguing. I am now tempted to go and try it myself. Do you know if it is being sold at various locations across Canada or just online? Thanks for your input.

Q: Hello 5i
I'm hearing a lot of chatter about small caps having good growth prospects going forward. I believe you like IWO for US small caps.
Can you suggest 5-6 of your favorite US stocks to hold as a basket of small caps instead of IWO if one wanted to own stocks directly.
Thank you so much!!
Dave

Q: Good Morning 5i Team,

Can you please give me your thoughts on Digital Turbine going forward. I have done very well on this stock (unlike a couple of other high-risk plays!), as my purchase price was under $9. I know you used to own it, but I believe you have moved on. APPs is only a 2% position in my portfolio, but I'm wondering if it's time to jump on the next elevator going up. I know you don't like to sell your winners, but do you think there are a few other names out there with high-flyer potential. Would CELH be a replacement or possibly SPT? Thsnk you!

Brad

Q: Hi, This is a list of potential momentum companies that you had suggested to another member. When I go into the 5i profile for each one, they all have negative P/E's except BKNG.
Am I reading this correctly - are they all losing money?

Q: Hi, Would like to start a small cap pool of potential high growth companies in Canada and US. What would be your picks? I have started with XBC and AT..
What would the recommended holding time be? so far my general mistake has been to give up on small cap stocks too early during periods of lull..AT is a good example I quit too early and missed a 10 fold increase and now I am back in..TSLA is another great miss for me not a small cap though.. Thank you.

Regards,

Shyam

Q: Do you have 3-5 suggestions for small cap US growth stocks ?

Q: With soft drink sales lagging at Pepsi and Coke, what’s taking them so long to jump on Celsius? With Celsius shooting up the way it has the past year, do you think much of a premium to today’s price would still be required for the deal to be made?

Q: What are your top us and canadian stock picks for growth that you would buy today.

Q: Happy New year 🥳.
Could you name 3 to 5 Canadian and US high growth momentum stocks that you feel would likely do well in 2021 irrespective of size, industry etc. Also, could you include in that list one of your favourite high growth silver producer?
Thank you

Q: Hello team,

What is really behind CELH growth since you mentioned it back in October?

Is this a post-covid play when gyms will be open again for people to exercise and enjoy their energy drinks together?

Would you please expand on your liking of this company, its fundamentals, and its growth potential. Do you think it makes a good takeover candidate? Will you just buy at current prices or do think there may be a meaningful pull back along the way?

Thank you and Happy 2021!

Q: Good afternoon, I am wondering if you could provide 4 or 5 top Canadian or American non-tech suggestions for our 2021 TFSA purchases. I noticed Xebec in one answer but would this be considered "tech"? I also have a second question. I sold half my shopify some time ago and of course, it has continued to run up. Would you trim again or would you just enjoy the ride at this point?
Thanks, Rod

Q: can I get your top 3-5 growth picks excluding the tech sector at this time?

Q: What would be your top 3 non-tech US growth stocks? Thanks

Q: Is CELH in any way comparable to Monster Beverage Corp which has amazing stock price performance ? Is it a good time to add ZM ? Would SHOP, JD , KXS enjoy a significant benefit from the RCEP , China & EU market opening investment pact ? What are those companies ( if any ) would benefit ? Thanks a million ? Happy New Year.