Investment Q&A

Q: Hi 5i,
Just a quick follow up on Marco's question concerning Celsius.
Was there anything released in the March 15th update that is having an impact on Celsius's contraction. Something along the lines of giving over to Pepsi Co some earnings?
In the Globe and Mail there was massive insider selling, up to that announcement in March. Was that a coincidence?
What is the current short position on Celsius? How has this changed over the last three months? Is this short position high or low for a company with a market cap of $17B usd?
I know you'd rather we 5i'ers not buy/sell or grow positions around earnings; however, if something significant has changed, should we wait and see what Celsius reports to get more details on the expansion with Pepsi co and how that will impact Celsius's bottom line (Earnings rather than Revenue)?
TIA!

Q: Hi is it time to move on from CELH?. I bought recently and down 16% already. Can you please advise if it's a sell, hold or add and why. Thanks

Q: I would like to put some money to use. I have put the above list together. Can you rank which ones you would purchase from 1st to last?

Thanks

Q: I have some USD cash sitting in my RRSP. What would be your most compelling buys today for an agressive investor for an RRSP, irregardless of sector. Kindly rank if possible. (with the caveat that tax loss selling isn’t possible)

I was considering FCX or EXP as I am light on materials. Would either of these fit in an RRSP, and which of these two would be your preference at this time?

Thank you
Please deduct as you deem fit.

Q: Over the last couple of months and as a result of comments made here I have started positions in the above five companies with funds allocated to higher growth potential/higher potential volatility etc.

Four of the five have done very well so thank you. In keeping with your philosophy of pulling the weeds and watering the flowers I have a couple of questions:

1) Would you sell ESTC at this point in time and realocate the funds to one of the four flowers or to a "new" high reward potential investment you would suggest?

2) The ESTC issue aside, would you be adding to any of these flowers at this point in time and in which order?

Thanks for guidance over these last number of years,

Terry

Q: I need to trim SMCI, NVDA and VRT. I have partial positions in AMZN, MSFT, AMD, LLY,GOOG, AXON, NXT, CELH, PLTR and NTNX. Could you please order the partial positions from high to low, for a potential add? What are your recommendations for 4 or 5 other growth stocks, any size/sector that I could investigate for a new position? Would any of the these growth stocks fit into the ranking of the partial positions? If so, could you place them into the ranking? Thanks very much for this service and the patience you show, in answering the many questions!

Q: Do you think now would be a good entry point for a new position. If not what price would you suggest?

Q: Hi 5i!

Can you comment the news about Celcius and Pepsico? Your toughts on the 7% drop, is it an occasion to add more shares?

Thanks!

Frank

Q: I’ve held this name for 6 years and haven’t made a cent. Global warming may ultimately be the demise of this business. Looking to replace with a high growth U.S. name. What other businesses with a market cap less than 20 Billion would you put on the same growth trajectory as CELH?
Thanks

Q: I want to spend the next 14 months growing my TFSA to pay down my mortgage when it comes due in June 2025. I started this quest about 6 months ago with 20% of the funds, and I'm now about halfway there. I have funds in US for 6 positions, and Canadian for 3, and currently own the above stocks. I haven't yet made my TFSA contribution for 2024, so could add a position to either. Keeping in mind the remainder of my portfolio is well balanced (cash account and RRSP) and this is a 14-month growth mission, do you see anything I should sell, or can you recommend something I should buy?

Q: As part of a growth oriented US$ portfolio, I have 1.5% positions in each of VRT and CELH . I now have some extra cash available from taking a bit of the very nice profit in my SMCI holding (thank you, 5i)
My plan was to increase one or both of those 1.5% positions with that cash, but I have also been considering a starter position in AXON. Your comments would be appreciated, and if you think Axon would be your preference, could you give a ballpark buy price.
Many thanks, as always.

Q: I have listed a number of companies you like. Most of the companies named have done well (some very well).

Do you consider all these names a Buy at current levels? From the list what would be your 5 favorite stocks?

Thanks
Tim

Q: In a previous question I asked a few months ago,
- One of the questions I asked was :
- What Companies do you think was a screaming Buy... And You said SMCI...
- Good call!

- Now my Question is : Currently in this environment, What would you suggest is a Screaming Buy.. - In any Sector, Based on current stock price and valuation

Thanks in advance,
M

Q: I have a terrible affliction for an investor, a non-functioning trigger finger. Now CELH has become my white whale. I even stopped by a CircleK to see the product placement and ask the clerk about sales and target customers. It is behaving like the NVDA of consumer disc, but NVDA has shown its ability to catch up with and blow through it's valuation. According to the company profile for Celcius in your data feed it has far exceeded even the highest analyst's recent price targets. Can you see a realistic probability that Celcius grows into and outstrips it's current valuation? I have read your recent responses but it is starting to make things outdated in a hurry. Thanks for your thoughts.

Q: On Mar. 14 in the Q & A, Mike was concerned about a short squeeze on CELH and provided the reasons why. 5i said yes there could be one and I get the impression from reading the answer that a short squeeze would cause a fair sized drop in CELH.
Jason Donville was answering a question on HPS.A and he said it had quite a run and he likes it, but he is going with NXT because it might have a longer runway at this time.
Thank you

Q: I opened an FHSA and am looking to max it out and put half in index and half in high growth potential stocks. Not looking to purchase a home for min 5 years up to 10. If i end up not buying I would just flip it over to the RRSP. What are some stocks that you would recommend that have a high upside potential? CAD or US stocks.

Q: According to Yahoo Finance, the “short % of float” is 39.9%, while the “short % of shares outstanding” is 16.55%. I also noticed that the number of shares short has INCREASED from 36.4M (January 2024) to 38.5M (February 2024).
1) Which short % metric is more relevant - percentage of float or percentage of shares outstanding?
2) Do these figures align with your other sources of information? (Sometimes free sites are unreliable)
3) With the stock up significantly, could there be a massive short squeeze on this?

Q: Good Day,

I picked up CELH and CROX based on the answer to my last question, and added in POWL to boot. Based on my portfolio in my previous question, was POWL something you would consider redundant in my account, or would you be fine with that type of addition in your portfolio.

I have been holding SNPS and CDNS for a minute now, and it just seems to bounce back and forth between +5% and -5%. Are these mostly growers on news and earnings? What are their respective Expected growth rates over the next 1 and 2 years?

This brings me to almost "fully deployed". I have noticed in the last couple weeks that the volatility in the market seems to have increased, and the average of that volatility seems to be sort of flat over this time. I have seen some videos and articles calling for the "AI Bubble" to burst, etc. Do you think there will be a cooling in that space coming? and if that occurs will the market follow it? I've seen many replies where you state that NVDA has a clear 18 month runway for growth, and thus I imagine the companies that support it as well, does that still hold true in your view? If said cooling could be coming, would it be worth the fees to say, shrink/cut some positions? Or is that too much like timing the market and thus better to stay in?

Thanks for everything,

Q: Hello 5i,

On Feb 28th 5i provided answers to Jacques and David on the top 10 US and CAD stocks to own in a TFSA. Thank you for that answer.

Can you please provide the top 12 stocks overall (CAD or US) in order of priority that should be in a TFSA? We have both US and CDN funds + CDR's. Diversity is not important at this time and we are anticipating that US stocks will outnumber CAD stocks in the top 12. Funds are not required for 6 years or more.

If this was your TFSA, would you have equal weighting or will one or more of the stocks have a higher weighting compared to other stocks? If yes, can you identify the stock(s) and the % of weighting? We can equal weight the remaining stocks.

Thank you

D&J

Q: I understand they report Tuesday and I see a short position of approx 20%. As a stock holder I know it can be volatile. Do you have a read on expectations for the quarter?
Thank you.
David