Investment Q&A

• Aspen Aerogels Inc. (ASPN $3.30)
  • $3.30 Cap: $271M
  • View ASPN Profile
  • View Questions on ASPN
• Celsius Holdings Inc. (CELH $52.90)
  • $52.90 P/E (TTM): 466.73X Cap: $13.63B
  • View CELH Profile
  • View Questions on CELH
• Palantir Technologies Inc. (PLTR $177.49)
  • $177.49 P/E (TTM): 432.57X Cap: $421.53B
  • View PLTR Profile
  • View Questions on PLTR
• Cellebrite DI Ltd. (CLBT $18.46)
  • $18.46 Cap: $4.39B
  • View CLBT Profile
  • View Questions on CLBT
• TransMedics Group Inc. (TMDX $137.07)
  • $137.07 P/E (TTM): 55.35X Cap: $4.70B
  • View TMDX Profile
  • View Questions on TMDX

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

Upvote 8

Read Answer Asked by Greg on August 16, 2024

• Herbalife Ltd. (HLF $14.98)
  • $14.98 P/E (TTM): 4.54X Cap: $1.32B
  • View HLF Profile
  • View Questions on HLF
• MEDIFAST INC (MED $11.42)
  • $11.42 P/E (TTM): 32.39X Cap: $121M
  • View MED Profile
  • View Questions on MED
• BellRing Brands Inc. (BRBR $24.82)
  • $24.82 P/E (TTM): 13.72X Cap: $3.12B
  • View BRBR Profile
  • View Questions on BRBR
• Celsius Holdings Inc. (CELH $52.90)
  • $52.90 P/E (TTM): 466.73X Cap: $13.63B
  • View CELH Profile
  • View Questions on CELH

Q: Can you recommend a company (or a few to look at) in the nutritional supplements space aside from CELH? Thank-you.

Upvote 1

Read Answer Asked by Alex on August 09, 2024

• Booking Holdings Inc. (BKNG $5,492.11)
  • $5,492.11 P/E (TTM): 35.47X Cap: $175.51B
  • View BKNG Profile
  • View Questions on BKNG
• Atlassian Corporation (TEAM $146.42)
  • $146.42 Cap: $39.31B
  • View TEAM Profile
  • View Questions on TEAM
• Ulta Beauty Inc. (ULTA $666.18)
  • $666.18 P/E (TTM): 25.16X Cap: $29.16B
  • View ULTA Profile
  • View Questions on ULTA
• Crocs Inc. (CROX $86.07)
  • $86.07 P/E (TTM): 27.85X Cap: $4.46B
  • View CROX Profile
  • View Questions on CROX
• Axon Enterprise Inc. (AXON $631.69)
  • $631.69 P/E (TTM): 196.86X Cap: $48.37B
  • View AXON Profile
  • View Questions on AXON
• Celsius Holdings Inc. (CELH $52.90)
  • $52.90 P/E (TTM): 466.73X Cap: $13.63B
  • View CELH Profile
  • View Questions on CELH

Q: Hi 5i
Thoughts on TEAM? Would you put it on watch...It's not one of my finest and with a tech heavy weight could provide funds for another name.
Thanks

Upvote 6

Read Answer Asked by mike on August 08, 2024

• Celsius Holdings Inc. (CELH $52.90)
  • $52.90 P/E (TTM): 466.73X Cap: $13.63B
  • View CELH Profile
  • View Questions on CELH

Q: Please comment on the earnings and outlook going forward?

Upvote 3

Read Answer Asked by sean on August 07, 2024

• Celsius Holdings Inc. (CELH $52.90)
  • $52.90 P/E (TTM): 466.73X Cap: $13.63B
  • View CELH Profile
  • View Questions on CELH

Q: What's your take on the trading in Celsius ? seems like so much speculation vs fundamentals investing .

Thanks

Greg

Upvote 2

Read Answer Asked by Greg on August 07, 2024

• Celestica Inc. (CLS $420.38)
  • $420.38 P/E (TTM): 50.86X Cap: $46B
  • View CLS Profile
  • View Questions on CLS
• Kinaxis Inc. (KXS $177.44)
  • $177.44 P/E (TTM): 101.78X Cap: $4.92B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• TerraVest Industries Inc. (TVK $167.52)
  • $167.52 Cap: $3.40B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.12)
  • $165.12 P/E (TTM): 24.58X Cap: $1.92B
  • View HPS.A Profile
  • View Questions on HPS.A
• Ulta Beauty Inc. (ULTA $666.18)
  • $666.18 P/E (TTM): 25.16X Cap: $29.16B
  • View ULTA Profile
  • View Questions on ULTA
• Super Micro Computer Inc. (SMCI $30.16)
  • $30.16 P/E (TTM): 23.63X Cap: $17.84B
  • View SMCI Profile
  • View Questions on SMCI
• Crocs Inc. (CROX $86.07)
  • $86.07 P/E (TTM): 27.85X Cap: $4.46B
  • View CROX Profile
  • View Questions on CROX
• Vertiv Holdings LLC Class A (VRT $163.58)
  • $163.58 P/E (TTM): 64.73X Cap: $61.47B
  • View VRT Profile
  • View Questions on VRT
• Celsius Holdings Inc. (CELH $52.90)
  • $52.90 P/E (TTM): 466.73X Cap: $13.63B
  • View CELH Profile
  • View Questions on CELH
• Propel Holdings Inc. (PRL $24.25)
  • $24.25 P/E (TTM): 11.06X Cap: $941M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: What 5 Canadian and 5 US stocks are currently the best to buy and hold?
Thanks

Upvote 42

Read Answer Asked by Ben on August 01, 2024

• Celestica Inc. (CLS $420.38)
  • $420.38 P/E (TTM): 50.86X Cap: $46B
  • View CLS Profile
  • View Questions on CLS
• Kinaxis Inc. (KXS $177.44)
  • $177.44 P/E (TTM): 101.78X Cap: $4.92B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• iShares Russell 2000 Growth ETF (IWO $342.38)
  • $342.38 P/E (TTM): 22.82X Cap: $13.88B
  • View IWO Profile
  • View Questions on IWO
• TerraVest Industries Inc. (TVK $167.52)
  • $167.52 Cap: $3.40B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.12)
  • $165.12 P/E (TTM): 24.58X Cap: $1.92B
  • View HPS.A Profile
  • View Questions on HPS.A
• Ulta Beauty Inc. (ULTA $666.18)
  • $666.18 P/E (TTM): 25.16X Cap: $29.16B
  • View ULTA Profile
  • View Questions on ULTA
• Crocs Inc. (CROX $86.07)
  • $86.07 P/E (TTM): 27.85X Cap: $4.46B
  • View CROX Profile
  • View Questions on CROX
• Vertiv Holdings LLC Class A (VRT $163.58)
  • $163.58 P/E (TTM): 64.73X Cap: $61.47B
  • View VRT Profile
  • View Questions on VRT
• Celsius Holdings Inc. (CELH $52.90)
  • $52.90 P/E (TTM): 466.73X Cap: $13.63B
  • View CELH Profile
  • View Questions on CELH
• ISHARES TRUST (IJT $147.46)
  • $147.46 P/E (TTM): 19.13X Cap: $6.52B
  • View IJT Profile
  • View Questions on IJT

Q: It seems that small cap stocks are finding some legs. Could you provide 4 CND, 4 US and and some EFT ideas that might be able to take advantage of this trend

Upvote 15

Read Answer Asked by Colleen on August 01, 2024

• Aspen Aerogels Inc. (ASPN $3.30)
  • $3.30 Cap: $271M
  • View ASPN Profile
  • View Questions on ASPN
• Celsius Holdings Inc. (CELH $52.90)
  • $52.90 P/E (TTM): 466.73X Cap: $13.63B
  • View CELH Profile
  • View Questions on CELH

Q: I bought into Celh after the first leg down, around $79. Wasn’t expecting a tank into the 40’s. Question: bite my lip and wait for a recovery or take the tax loss and move the funds into something like Aspen Aerojels that has also taken a hit but seems to have considerable stock price upside?

Upvote 7

Read Answer Asked by Jim on July 31, 2024

• Apple Inc. (AAPL $259.37)
  • $259.37 P/E (TTM): 34.9X Cap: $3.82T
  • View AAPL Profile
  • View Questions on AAPL
• Alphabet Inc. (GOOG $329.14)
  • $329.14 P/E (TTM): 31.83X Cap: $3.92T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $479.28)
  • $479.28 P/E (TTM): 34.39X Cap: $3.55T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 46.93X Cap: $4.49T
  • View NVDA Profile
  • View Questions on NVDA
• Crocs Inc. (CROX $86.07)
  • $86.07 P/E (TTM): 27.85X Cap: $4.46B
  • View CROX Profile
  • View Questions on CROX
• CrowdStrike Holdings Inc. (CRWD $470.61)
  • $470.61 Cap: $116.94B
  • View CRWD Profile
  • View Questions on CRWD
• Vertiv Holdings LLC Class A (VRT $163.58)
  • $163.58 P/E (TTM): 64.73X Cap: $61.47B
  • View VRT Profile
  • View Questions on VRT
• Celsius Holdings Inc. (CELH $52.90)
  • $52.90 P/E (TTM): 466.73X Cap: $13.63B
  • View CELH Profile
  • View Questions on CELH

Q: A number of good names in US have significantly pulled back recently. Do you consider the names above buys at current prices? What order would you be buying these names, is there any of these names you would wait for better entry points? Please deduct credits appropriately.

Thanks
Tim

Upvote 31

Read Answer Asked by Timothy on July 26, 2024

• The Walt Disney Company (DIS $115.88)
  • $115.88 P/E (TTM): 16.48X Cap: $203.82B
  • View DIS Profile
  • View Questions on DIS
• Alight Inc. Class A (ALIT $1.66)
  • $1.66 Cap: $933M
  • View ALIT Profile
  • View Questions on ALIT
• DraftKings Inc. (DKNG $35.17)
  • $35.17 Cap: $17.90B
  • View DKNG Profile
  • View Questions on DKNG
• Celsius Holdings Inc. (CELH $52.90)
  • $52.90 P/E (TTM): 466.73X Cap: $13.63B
  • View CELH Profile
  • View Questions on CELH
• JFrog Ltd. (FROG $59.27)
  • $59.27 Cap: $7.44B
  • View FROG Profile
  • View Questions on FROG
• Affirm Holdings Inc. (AFRM $81.80)
  • $81.80 P/E (TTM): 125.83X Cap: $26.93B
  • View AFRM Profile
  • View Questions on AFRM
• Coupang Inc. Class A (CPNG $22.74)
  • $22.74 P/E (TTM): 110.28X Cap: $41B
  • View CPNG Profile
  • View Questions on CPNG
• SoFi Technologies Inc. (SOFI $27.40)
  • $27.40 P/E (TTM): 48.21X Cap: $34.90B
  • View SOFI Profile
  • View Questions on SOFI

Q: pleade rank the following list of stocks to sell : SOFI, AFRM, DIS, FROG, CPNG, ALIT, CELH, DKNG. Thanks"

Upvote 3

Read Answer Asked by Esther on July 23, 2024

• lululemon athletica inc. (LULU $203.90)
  • $203.90 P/E (TTM): 14.73X Cap: $23.80B
  • View LULU Profile
  • View Questions on LULU
• EQB Inc. (EQB $104.52)
  • $104.52 P/E (TTM): 15.35X Cap: $3.90B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.12)
  • $165.12 P/E (TTM): 24.58X Cap: $1.92B
  • View HPS.A Profile
  • View Questions on HPS.A
• Crocs Inc. (CROX $86.07)
  • $86.07 P/E (TTM): 27.85X Cap: $4.46B
  • View CROX Profile
  • View Questions on CROX
• Vertiv Holdings LLC Class A (VRT $163.58)
  • $163.58 P/E (TTM): 64.73X Cap: $61.47B
  • View VRT Profile
  • View Questions on VRT
• Celsius Holdings Inc. (CELH $52.90)
  • $52.90 P/E (TTM): 466.73X Cap: $13.63B
  • View CELH Profile
  • View Questions on CELH
• Propel Holdings Inc. (PRL $24.25)
  • $24.25 P/E (TTM): 11.06X Cap: $941M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Brookfield Corporation Class A Limited Voting Shares (BN $66.35)
  • $66.35 P/E (TTM): 94.56X Cap: $147.02B
  • View BN Profile
  • View Questions on BN

Q: Hi Team,
I was looking at adding to either Bn, PRL , Eqb, or HPS.A. Or possibly a new purchase of Lulu for a recovery play here . Could you please rank these names in order which you would prefer to buy today for long term capital appreciation? If you feel there are better opportunities you prefer buying today ideas would be appreciated . Thanks

Shane

Upvote 9

Read Answer Asked by Shane on July 23, 2024

• Celsius Holdings Inc. (CELH $52.90)
  • $52.90 P/E (TTM): 466.73X Cap: $13.63B
  • View CELH Profile
  • View Questions on CELH

Q: If it was you holding CELH and being down 40% (now a 2.75% position), would you be holding or moving on? Would you even consider adding to average down?
Thanks

Upvote 3

Read Answer Asked by Marco on July 19, 2024

• Celsius Holdings Inc. (CELH $52.90)
  • $52.90 P/E (TTM): 466.73X Cap: $13.63B
  • View CELH Profile
  • View Questions on CELH

Q: Hello 5i
Do you know when CELH reports next?
Thank you
Dave

Upvote 3

Read Answer Asked by Dave on July 19, 2024

• Celestica Inc. (CLS $420.38)
  • $420.38 P/E (TTM): 50.86X Cap: $46B
  • View CLS Profile
  • View Questions on CLS
• TerraVest Industries Inc. (TVK $167.52)
  • $167.52 Cap: $3.40B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.12)
  • $165.12 P/E (TTM): 24.58X Cap: $1.92B
  • View HPS.A Profile
  • View Questions on HPS.A
• Crocs Inc. (CROX $86.07)
  • $86.07 P/E (TTM): 27.85X Cap: $4.46B
  • View CROX Profile
  • View Questions on CROX
• Celsius Holdings Inc. (CELH $52.90)
  • $52.90 P/E (TTM): 466.73X Cap: $13.63B
  • View CELH Profile
  • View Questions on CELH
• Cellebrite DI Ltd. (CLBT $18.46)
  • $18.46 Cap: $4.39B
  • View CLBT Profile
  • View Questions on CLBT

Q: If you believe there is a rotation happening in the market from mega caps and the direction of interest rates is lower (speculation US rate cute in september), what are your favorite CDN and US names (2-3 names each) that may outperform in that environment?

Thanks as always,

Dave

Upvote 17

Read Answer Asked by David on July 18, 2024

• Five Below Inc. (FIVE $195.57)
  • $195.57 P/E (TTM): 35.95X Cap: $10.92B
  • View FIVE Profile
  • View Questions on FIVE
• Celsius Holdings Inc. (CELH $52.90)
  • $52.90 P/E (TTM): 466.73X Cap: $13.63B
  • View CELH Profile
  • View Questions on CELH

Q: I own these 2 stocks and they are both down roughly 40 % in the last 2-3 months,do you see either one making a rebound anytime soon and which one has the best prospects to turnaround in the next year,if you were only going to keep one which one would it be
Thanks

Upvote 3

Read Answer Asked by Greg on July 16, 2024

• Celsius Holdings Inc. (CELH $52.90)
  • $52.90 P/E (TTM): 466.73X Cap: $13.63B
  • View CELH Profile
  • View Questions on CELH

Q: Celsius is down nearly 50% from the high - it received a big price target cut today from TD - it's in the growth portion of my portfolio - is it time to move on?

Upvote 3

Read Answer Asked by Kim on July 15, 2024

• Starbucks Corporation (SBUX $88.88)
  • $88.88 P/E (TTM): 53.18X Cap: $100.26B
  • View SBUX Profile
  • View Questions on SBUX
• CVS Health Corporation (CVS $80.30)
  • $80.30 P/E (TTM): 209.97X Cap: $102.31B
  • View CVS Profile
  • View Questions on CVS
• Johnson & Johnson (JNJ $204.39)
  • $204.39 P/E (TTM): 20.03X Cap: $495.71B
  • View JNJ Profile
  • View Questions on JNJ
• Eli Lilly and Company (LLY $1,063.56)
  • $1,063.56 P/E (TTM): 54.21X Cap: $1.02T
  • View LLY Profile
  • View Questions on LLY
• McDonald's Corporation (MCD $307.32)
  • $307.32 P/E (TTM): 25.95X Cap: $219.97B
  • View MCD Profile
  • View Questions on MCD
• Nike Inc. (NKE $65.92)
  • $65.92 P/E (TTM): 32.42X Cap: $96.60B
  • View NKE Profile
  • View Questions on NKE
• Restaurant Brands International Inc. (QSR $95.99)
  • $95.99 P/E (TTM): 24.09X Cap: $43.27B
  • View QSR Profile
  • View Questions on QSR
• Alimentation Couche-Tard Inc. (ATD $74.80)
  • $74.80 P/E (TTM): 19.53X Cap: $69.88B
  • View ATD Profile
  • View Questions on ATD
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
  • $229.03 P/E (TTM): 146.74X Cap: $303.77B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• lululemon athletica inc. (LULU $203.90)
  • $203.90 P/E (TTM): 14.73X Cap: $23.80B
  • View LULU Profile
  • View Questions on LULU
• Aritzia Inc. Subordinate Voting Shares (ATZ $131.47)
  • $131.47 P/E (TTM): 51.8X Cap: $14.43B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Aspen Aerogels Inc. (ASPN $3.30)
  • $3.30 Cap: $271M
  • View ASPN Profile
  • View Questions on ASPN
• Celsius Holdings Inc. (CELH $52.90)
  • $52.90 P/E (TTM): 466.73X Cap: $13.63B
  • View CELH Profile
  • View Questions on CELH

Q: Hi Group can you please rate in order of your preference for short term trading not to buy and hold . Give me the ones with the most potential to grow. Most of the ones I have identified have been in the tank lately and should be ripe for some sort of recovery. Also if you have any good ideas that fit the criteria please feel free to add/rate the opportunity as you see it.

Upvote 10

Read Answer Asked by Terence on July 15, 2024

• Celsius Holdings Inc. (CELH $52.90)
  • $52.90 P/E (TTM): 466.73X Cap: $13.63B
  • View CELH Profile
  • View Questions on CELH

Q: Why this big drop today?

Thanks,
Milan

Upvote 2

Read Answer Asked by Milan on July 15, 2024

• BRP Inc. Subordinate Voting Shares (DOO $99.05)
  • $99.05 Cap: $7.45B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
  • $229.03 P/E (TTM): 146.74X Cap: $303.77B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Super Micro Computer Inc. (SMCI $30.16)
  • $30.16 P/E (TTM): 23.63X Cap: $17.84B
  • View SMCI Profile
  • View Questions on SMCI
• Crocs Inc. (CROX $86.07)
  • $86.07 P/E (TTM): 27.85X Cap: $4.46B
  • View CROX Profile
  • View Questions on CROX
• Axon Enterprise Inc. (AXON $631.69)
  • $631.69 P/E (TTM): 196.86X Cap: $48.37B
  • View AXON Profile
  • View Questions on AXON
• Galaxy Digital Inc. Class A common stock (GLXY $34.68)
  • $34.68 Cap: $13.81B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• ADF Group Inc. Subordinate Voting Shares (DRX $9.19)
  • $9.19 P/E (TTM): 9.1X Cap: $260M
  • View DRX Profile
  • View Questions on DRX
• Vertiv Holdings LLC Class A (VRT $163.58)
  • $163.58 P/E (TTM): 64.73X Cap: $61.47B
  • View VRT Profile
  • View Questions on VRT
• Celsius Holdings Inc. (CELH $52.90)
  • $52.90 P/E (TTM): 466.73X Cap: $13.63B
  • View CELH Profile
  • View Questions on CELH
• Propel Holdings Inc. (PRL $24.25)
  • $24.25 P/E (TTM): 11.06X Cap: $941M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL
• Nextpower Inc. (NXT $91.17)
  • $91.17 P/E (TTM): 23.07X Cap: $13.23B
  • View NXT Profile
  • View Questions on NXT
• GigaCloud Technology Inc (GCT $41.80)
  • $41.80 P/E (TTM): 12.67X Cap: $1.54B
  • View GCT Profile
  • View Questions on GCT

Q: Hello Team,

I was wondering if you could rank the attached 12 companies from 1 - 12. I have some money to deploy in my cash account and already own all 12 in my TFSA/RRSP. Will be a 3 year hold.

No worries on size, risk or industry, looking for best returns only.

Thanks!

Upvote 16

Read Answer Asked by Kevin on July 15, 2024

• Docebo Inc. (DCBO $30.38)
  • $30.38 P/E (TTM): 29.98X Cap: $875M
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO
• Celsius Holdings Inc. (CELH $52.90)
  • $52.90 P/E (TTM): 466.73X Cap: $13.63B
  • View CELH Profile
  • View Questions on CELH
• Nextpower Inc. (NXT $91.17)
  • $91.17 P/E (TTM): 23.07X Cap: $13.23B
  • View NXT Profile
  • View Questions on NXT

Q: I have had the stocks above for long enough to watch them go up and then retreat dramatically after their last quarterly reports. Any thoughts on if taking advantage of the dip with these three is a good strategy or just hold what I have currently? All are underweight in my portfolio. Thanks.

Upvote 5

Read Answer Asked by Stefan on July 10, 2024