Q: What have been YOUR most recent Buys and sells in both the Canadian and US market? What percent are you holding in cash? Thanks
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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AAON Inc. (AAON $75.25)
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CECO Environmental Corp. (CECO $60.66)
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Goosehead Insurance Inc. (GSHD $75.09)
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Construction Partners Inc. (ROAD $111.99)
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Sanmina Corporation (SANM $154.17)
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NewMarket Corp (NEU $708.14)
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IES Holdings Inc. (IESC $408.23)
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Hims & Hers Health Inc. Class A (HIMS $34.80)
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Karman Holdings Inc. (KRMN $79.98)
Q: I liked this question from Todd in November:
"I’m only interested in Canadian compounders. Compounding companies that are mid to large cap that I am invested in are CSU, TOI, LMN, TFII, and ATD. Can you recommend 5-10 possibilities for 5-10 year compounders in the Canadian small cap space?"
Can you change "Canadian" to "American" and answer the same way for small/mid cap American companies?
"I’m only interested in Canadian compounders. Compounding companies that are mid to large cap that I am invested in are CSU, TOI, LMN, TFII, and ATD. Can you recommend 5-10 possibilities for 5-10 year compounders in the Canadian small cap space?"
Can you change "Canadian" to "American" and answer the same way for small/mid cap American companies?
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Celestica Inc. (CLS $415.77)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $232.12)
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goeasy Ltd. (GSY $130.49)
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Firan Technology Group Corporation (FTG $11.80)
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TerraVest Industries Inc. (TVK $164.36)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $160.51)
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Albemarle Corporation (ALB $146.70)
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Kraken Robotics Inc. (PNG $6.23)
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Zedcor Inc. (ZDC $5.78)
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Comfort Systems USA Inc. (FIX $965.37)
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Kratos Defense & Security Solutions Inc. (KTOS $82.30)
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BWX Technologies Inc. (BWXT $177.62)
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Galaxy Digital Inc. Class A common stock (GLXY $33.68)
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Hims & Hers Health Inc. Class A (HIMS $34.80)
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Tantalus Systems Holding Inc. (GRID $4.78)
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Robinhood Markets Inc. (HOOD $120.24)
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Propel Holdings Inc. (PRL $24.88)
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Telesat Corporation Common and Variable Voting Shares (TSAT $41.63)
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Reddit Inc. Class A (RDDT $225.82)
Q: Everyone, i never understand what will make a multi bagger until one has already happened. What would you consider the characteristics of a multi bagger and what stocks do think will make that list in 10 or 20 years from now? Clayton
Q: Better buy right now. HIMS or HROW? Thank you
Q: Thoughts on HIMS latest Q? Thank you
Q: I want to increase my position in HIMS or WELL. Which do you think has greater long term upside potential?
Thanks,
Curtis Q
Thanks,
Curtis Q
Q: Thoughts on HIMS moving forward ? Are you still as bullish as before ?
Thanks
Thanks
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Broadcom Inc. (AVGO $349.32)
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TerraVest Industries Inc. (TVK $164.36)
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Kraken Robotics Inc. (PNG $6.23)
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Hims & Hers Health Inc. Class A (HIMS $34.80)
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Propel Holdings Inc. (PRL $24.88)
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Skyward Specialty Insurance Group Inc. (SKWD $51.98)
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Nebius Group N.V. (NBIS $90.03)
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Rocket Lab Corporation (RKLB $77.18)
Q: Please rank the following companies based on expected growth over the next 5 years as well as a risk rating. (10 being the riskiest)
Thank you
Thank you
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Broadcom Inc. (AVGO $349.32)
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Meta Platforms Inc. (META $664.94)
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Intuitive Surgical Inc. (ISRG $577.34)
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Netflix Inc. (NFLX $93.50)
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NVIDIA Corporation (NVDA $189.21)
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Booking Holdings Inc. (BKNG $5,439.27)
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Axon Enterprise Inc. (AXON $591.02)
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CrowdStrike Holdings Inc. (CRWD $478.84)
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Palantir Technologies Inc. (PLTR $194.13)
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Hims & Hers Health Inc. Class A (HIMS $34.80)
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Robinhood Markets Inc. (HOOD $120.24)
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Skyward Specialty Insurance Group Inc. (SKWD $51.98)
Q: Hello 5i Team,
What are your top 12 growth-oriented US stocks to buy in a TFSA for a 3-5 year hold?
Thanks in advance for your always helpful advice!
What are your top 12 growth-oriented US stocks to buy in a TFSA for a 3-5 year hold?
Thanks in advance for your always helpful advice!
Q: Does your view of HIMS from 2/25/25 still hold? The recent (negative) volatility you anticipated is proving a bit unnerving?
Q: Hi 5i Wonder Team!
With the recent news of the semaglutide shortage ending with Novo Nordisk (where HIMS was filling that production gap) will this change be quite material for HIMs in terms of revenue?
Would you be a buyer today of HIMS for a 5 year hold?
A million thanks for your incredible service!
With the recent news of the semaglutide shortage ending with Novo Nordisk (where HIMS was filling that production gap) will this change be quite material for HIMs in terms of revenue?
Would you be a buyer today of HIMS for a 5 year hold?
A million thanks for your incredible service!
Q: HIMS
Why the strength in Shares. What is RFK Jr stance on these weight losing companies . 50 % of Americans are overweight and this effects their health , Please comment on other LLY and NOVO Thank you RAK
Why the strength in Shares. What is RFK Jr stance on these weight losing companies . 50 % of Americans are overweight and this effects their health , Please comment on other LLY and NOVO Thank you RAK
Q: Hi 5i
NVO sp is currently down 21 % on negative news of clinical trials on new weight loss drug...Expected weight loss from clinical trial was 25% and drug delivered only 22.7%...
How do you view the market reaction and where do you think sp goes from here...would 5i Take any action on this news?
How would 5i expect these results to affect HIMS going forward and would 5i be interested in starting small position in HIMS...if so, at what price would you consider reasonable.
thx
NVO sp is currently down 21 % on negative news of clinical trials on new weight loss drug...Expected weight loss from clinical trial was 25% and drug delivered only 22.7%...
How do you view the market reaction and where do you think sp goes from here...would 5i Take any action on this news?
How would 5i expect these results to affect HIMS going forward and would 5i be interested in starting small position in HIMS...if so, at what price would you consider reasonable.
thx
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Celestica Inc. (CLS $415.77)
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Axon Enterprise Inc. (AXON $591.02)
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Comfort Systems USA Inc. (FIX $965.37)
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Palantir Technologies Inc. (PLTR $194.13)
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Hims & Hers Health Inc. Class A (HIMS $34.80)
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Rocket Lab Corporation (RKLB $77.18)
Q: What is 5i opinion of Investor Business Daily service? They publish an IBD50 and IBD Big Cap 20 list. Have you looked at these names on the list over any period of time and is it a valuable tool? You may not be able to answer this if you don't use the service but if you do out of the names on the lists what would be your top 5-7 names?
Q: I’ve seen a lot of commentary online about HIMS. Can I get your opinion on this stock and whether it is hype or whether there is good potential here.
Q: Can you provide a current outlook/opinion on Hims?
Q: Hi. What are your current thoughts on HIMS? Decent entry point?
Q: I thought the earnings release was good . Surprised to see the huge intraday swing from positive to negative. Your thoughts?
Q: You last took a look at this one 5 months ago, and thought at those levels, it could look potentially interesting. Given the shift in market sentiment since then, how do you feel about this now? Far, far less interested?
Thank you as always...
Thank you as always...
Q: What do you think about this one here? Got a tip about it and it looks beaten down.