Investment Q&A

Q: Hello 5i,

Thank you for answering my question yesterday. We are looking at replacing CELH (-50%), CTRA (-3%), and NXT (-23%) in a TFSA or RRSP. From our question yesterday we would replace these stocks with CECO, ASPN, & AVAV (TMDX was purchased yesterday. Is your conviction higher on CELH over CECO, ASPN, & AVAV, or ISRG?

Thank you
D&J

Q: Looking to buy good companies that have been beaten down recently but have good chance of rebounding; bce lulu novo-nordisk crowdstrike
Please comment on this plan and these stocks and add your suggestions for similar stock pick
Many thanks for your great service
Peter

Q: Thinking of starting a position in this stock after it's recent spiral down, nothing too crazy but do you think there's good potentially for a rebound play

Q: I'm a long term growth investor. Planning to do a little tax loss selling. I'm down on these 5 names. What do you think of each name from an investment point of view, in what order would you sell, and what, in your view, could be a possible replacement name for each. Thanks.

Q: Hello Team,

Are you able to rank the 12 companies listed from 1 to 12 in terms of capital appreciation over the next 2-3 years. I currently hold all of the mentioned stocks but do have some cash to deploy. Thanks.

Q: In your Sept 24th answer to Bill you made the following statement: "CELH has been very weak but a sentiment shift would see outsized returns"
Could you please elaborate. Is the sentiment shift specific to CELH or to the sector generally. What would be the cause(s) of a sentiment shift . Thoughts on when, roughly, you feel that might happen and what likelihood % do you see for such a shift . Thank you, as always.

Q: My losing stocks are LSPD (-65%), MG (-45%), CELH (-53%), and NXT (-40%) in my portfolio. I am contemplating an annual cleaning to weed out the poor performers before year end and invest the proceeds elsewhere.
Please recommend if any of the above mentioned stocks are still worth keeping for recovery in the recent interest rate cut environment ? if not, please rank the order of wipe out sequence. Thank you for your excellent service. Bill.

Q: Portfolio Cleanup Part 6:
I'm embarrassed to admit that I am down 50% or more (!) on the above.......
Are there any with good rebound potential that are worth holding on to? Can you provide a short reason why for each. Thanks

Q: The Aug 1 2022 investment by Pepsi and the Aug 1 2024 management amendment and payout schedule seems foretelling. Am I reading into it?

I have a very small position today. Is it buyable today for growth and a possible total buyout by Pepsi?

Q: what are the metrics you use for CELH?. please compare the current metrics to the last 3 years. what is a good entry point. price? how much does Pepsi own out of the 39 percent insidership.? how much does management own? what is the forecast EPS for 2024/25. thanks Richard

Q: What was the reason for the drop?
What’s you current opinion of the stock ?

Q: You recommended CELH as recently as yesterday (Sept 4), a day when it plunged more than 11% in the afternoon. Normally you don’t seem to favour stocks with very weak price action. Should investors keep making an exception for CELH? Is there a price level at which point you’d consider it too broken to buy?

Q: Morning, you wonderful people.

Looking to add with your help. I am a believer in tech and growth in my TFSA. Other accounts are balanced.

I hold CSU, AMZN, NVDA, MSFT, GOOG, COST, AVGO, BRK.B, BLK.

Regardless of sector etc. Please let me know your top 3-5 to add to this portfolio. Longterm and conviction!

Thank you muchly.

Q: Can you please provide your top 10 US Stocks (In order ideally) growth focussed for the next 5-10 years. Please provide a management rating for each, and an entry point for each.

Much appreciated

Deduct credits accordingly.

Q: Good Day,

I redid my portfolio early this year based on much of your feedback. And of those picks, Every single one of them was up, most significantly so, at least once, since that time. Some have returned/fell below those buy levels.

1. DRX, HPS, LMN and VRT, seem to have consolidated up a healthy amount, do these appear to be new support levels from which they'll continue to grow? Still Aces in your books?

2. SMCI is furthest from this years high, what are the main barriers it would have to reaching that high again in the coming year? In your opinion is it likely to get there within 12-18months?

3. NXT, CELH, CDNS, DCBO, and ATS all went significantly up, and almost as precipitously down. They seem to languish. I doubled down (half to full) on CELH on the first big drop in April, which seemed worth it in May, but less so now. Do you have faith in these names still? Is their prospect for growth still the same as it was in February? Are there new names in this Growth profile (or what is was in February) that you are more confident in? With your suggestions here, please rank them with these names from highest to lowest prospects/confidence.

4. AMD. Is it worth holding the 2nd fiddle? Would it be better used in something in 1st in a different space? like AVGO or QCOM?

5. DIS. Been very up and down on this half position. Worth going to a full at this point, or would you want to see the ship righted a bit more before increasing? Would you sell a Disney holding?

AMZN, GOOG, NVDA, TVK, DRX, POWL, TCS and CROX all doing their thing for me :), suggestions other than these please.

Thanks for all you do! Please take however many credits you need.

Q: Hi there, may I please have your thoughts on PEY results?

What companies are you finding interesting right now, after their 2Q results?

Any companies unjustifiably being punished, with their shares being sold off currently, that you believe is not justified and will have a good bounce within the next six months or so? ie; seems like WELL results are being misunderstood...hmm

Thanks!

Q: Hello Team,

Looking to purchase a couple stocks in my US dollar trading account, are you able to rank the above stocks from 1 to 12. Don't worry about size, industry or risk, will be holding for 3 years. Thanks so much!

Q: What are your best ideas 5 in Canada and 5 in USA over next 2 to 3 years for capital appreciation ? Thank you RAK

Q: Hello 5i
Can you please give me the expected growth rate for these companies over the next 1-2 years.
Secondly, if you had to raise cash which order would you trim or sell outright?
Thank you so much for all your help!
Dave

Q: Could you please rank these five companies, best first, for a 3-4 year hold. Thanks