Investment Q&A

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.

Q: Hi there,

If you were to build a US growth portfolio today of12 to 15 names, what names would you select?

Thanks!

Q: Hi,
Question 1: When do you plan to add the new positions in the growth portfolio? If you can't share that information, would you be able to share the short list of what you are considering?

Question 2: If you were able to add US positions what would they be?

Thanks again for your wonderful service and happy holidays.

Q: Could you please recommend 10 US and 10 Canadian stocks which have a good upside potential of approximately 50% increase in stock value during next 6 months

Q: What are your top five Canadian and top five US small cap growth companies in terms of reward to risk, for a 5 year timeframe?

Q: Could you please rank your top 10 favourite growth small cap names (US, Canada, or elsewhere). Could you please also rank those same names in terms of lowest risk to highest. Thanks as always to the entire team for your unbelievable service.

Q: I have done well with Canadian micro and small caps over the past 25 years , in large part because that is where I have found the biggest growth opportunities as the share prices are often not at all reflective of the actual and potential earnings. There seems to be far fewer opportunities in Canada (ex commodities) to make largish investments ( minimum of $50,0000) and am looking to American micro and small caps. From your experience would you say that there are much more opportunities to find bargains in the US exchanges or are American investors more aggressive and bigger risk takers so that there is less mispricing?
Tangentially, it would be educational for me to see how the 5i team goes developing a thesis for purchasing a stock.
Thanks.

Q: Good morning, could you please rank these 10 small caps that the team has mentioned recently in terms of both opportunity (highest to lowest) and risk (Lowest to highest). I am unfamiliar with DCM but from your comments, and the extremely low PE, I am assuming they owe a few bucks? Could you shed some light on the company? Thx as always for tremendous guidance.

Q: Looking for your favorite five US growth stocks for next 3 years in an RRSP. Currently have no US exposure. Could you also suggest a couple of potential US multi baggers ok with the higher risk here. Thanks for all your great work!

Q: Hello,

What are your thoughts on Celsius Holdings, could it be the next potential Monster? It has had quite the run up this year.

Thanks,
Raj