Q: The stock price of CLBT has been weak and has fallen lower from the February high in the past months. Any specific reasons the down turn ? Please kindly advise if I should continue to hold or sell for tax loss harvesting ? Thank you. Bill.
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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.
Q: Have you lost some confidence in CLBT? I noticed you stated that you’ve been disappointed in the company in some Q&A’s. Would you hold it or sell for another stock? If selling, what would you replace it with?
Thanks
Thanks
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Amazon.com Inc. (AMZN)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Argan Inc. (AGX)
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Carpenter Technology Corporation (CRS)
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Robinhood Markets Inc. (HOOD)
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Cellebrite DI Ltd. (CLBT)
Q: Good morning. Thank you for your timely advice to trim AGX & CRS, as a result I have $16K U.S to re-invest.
Do I invest in this newer wave of investors in HOOD or do I choose something in line with the Ai theme?
Unregistered US account, current holdings are: AMZN, AGX, CRS, CLBT, FDD, ISRG, EWJ, JPM, MSFT, NBIS, SRAD, SYK.
Thank you. David
Do I invest in this newer wave of investors in HOOD or do I choose something in line with the Ai theme?
Unregistered US account, current holdings are: AMZN, AGX, CRS, CLBT, FDD, ISRG, EWJ, JPM, MSFT, NBIS, SRAD, SYK.
Thank you. David
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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iShares Global Consumer Staples ETF (KXI)
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Cellebrite DI Ltd. (CLBT)
Q: Subject: Investment Advice Request for US RRSP Holdings
Good afternoon,
I have some US dollars available for investment, and I currently hold the following four stocks in my US RRSP.
Could you please advise which of these you would consider the most attractive investment opportunity at this time?
I'm also open to any other recommendations you believe are worth considering.
Thank you in advance for your insights,
Martin
Good afternoon,
I have some US dollars available for investment, and I currently hold the following four stocks in my US RRSP.
Could you please advise which of these you would consider the most attractive investment opportunity at this time?
I'm also open to any other recommendations you believe are worth considering.
Thank you in advance for your insights,
Martin
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Salesforce Inc. (CRM)
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Welltower Inc. (WELL)
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JPMorgan Chase & Co. (JPM)
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Visa Inc. (V)
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Enbridge Inc. (ENB)
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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WSP Global Inc. (WSP)
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Celestica Inc. (CLS)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Axon Enterprise Inc. (AXON)
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Toronto Dominion Bank (The) (TD)
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CrowdStrike Holdings Inc. (CRWD)
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Vertiv Holdings LLC Class A (VRT)
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RTX Corporation (RTX)
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Cellebrite DI Ltd. (CLBT)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Lumine Group Inc. (LMN)
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TransMedics Group Inc. (TMDX)
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Costco CDR (CAD Hedged) (COST)
Q: BN is sitting at 7.5%, AXON - BKNG are 5% and the rest are 3% positions totaling approx. 83% of my stock assets. I have some 1-2% positions in my cash account (GSY, ATZ, PRL, CLBT, HPS.a, BNS,SU, TMDX, TVK and CNQ. I'm heavy tech, financials and industrials going into H2 2025. Would you add to, remove or change anything is this was your account (assuming you're 52 and plan to retire in 8 years). Not looking for a person allocation but rather if it was you, what might you be looking to adjust, if anything. Note I have no utilities currently. Thanks and have a great weekend.
Q: I’m down 30%. Should I wait for a recovery or move on.
Thinking 1-2 yr hold.
Thanks.
Thinking 1-2 yr hold.
Thanks.
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Celestica Inc. (CLS)
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Descartes Systems Group Inc. (The) (DSG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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CrowdStrike Holdings Inc. (CRWD)
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Vertiv Holdings LLC Class A (VRT)
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Topicus.com Inc. (TOI)
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Cellebrite DI Ltd. (CLBT)
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Lumine Group Inc. (LMN)
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Nebius Group N.V. (NBIS)
Q: I hold all these tech stocks as part of a well diversified portfolio with weightings below. Tech stocks are 25% weight in my overall portfolio. The issue I'm having is determining how many to hold in this sector and what weight to allocate each. All new names that I see on my potential watchlist with high growth seem to be all tech names as well (CRWV, CRCL, SRAD, GENI, RDDT, etc..) but I'm hesitant adding more tech if my holdings are already high quality unless one of them is dragging its feet. I'm trying to balance between holding long term compounders like CSU, LMN, TOI vs high growth shorter term names like NBIS, VRT, CLS that are benefitting from AI tailwinds which could turn quicker. Do I hold 5 companies at 5% or 10 companies at a mix between 2%-5%.
Do you see any overlap here in names that could be combined? If you had to rank these names based on growth and risk/reward, what would they be currently for the next 5-10 years? What is the high level process you go through when trying to determine between candidates for a sector? Thank you!
Constellation Software Inc. 5.60%
Lumine Group Inc 5.04%
Shopify Inc 3.02%
Crowdstrike Holdings Inc 2.20%
Topicus.Com Inc 2.17%
NVIDIA Corp 2.07%
Cellebrite DI Ltd 1.58%
Vertiv Holdings Co 1.41%
Celestica Inc 1.32%
Descartes Systems Group Inc 1.00%
Nebius Group NV 0.39%
Do you see any overlap here in names that could be combined? If you had to rank these names based on growth and risk/reward, what would they be currently for the next 5-10 years? What is the high level process you go through when trying to determine between candidates for a sector? Thank you!
Constellation Software Inc. 5.60%
Lumine Group Inc 5.04%
Shopify Inc 3.02%
Crowdstrike Holdings Inc 2.20%
Topicus.Com Inc 2.17%
NVIDIA Corp 2.07%
Cellebrite DI Ltd 1.58%
Vertiv Holdings Co 1.41%
Celestica Inc 1.32%
Descartes Systems Group Inc 1.00%
Nebius Group NV 0.39%
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Cellebrite DI Ltd. (CLBT)
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Sportradar Group AG (SRAD)
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Lumine Group Inc. (LMN)
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Nebius Group N.V. (NBIS)
Q: Do you see the above as a buy today? If so in what order and at what price? Would these stocks be suitable for a 10 year hold?
Thanks again for doing the heavy lifting for us.
Dan
Thanks again for doing the heavy lifting for us.
Dan
Q: I am a shareholder in Celebrite and the stock is down significantly in 2025. What are your thoughts on the future of this security and would you recommend holding on or moving on? Thank You.
Q: I know you like both of these. But if you were adding to one, which one would it be and why? Thx
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goeasy Ltd. (GSY)
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Enterprise Group Inc. (E)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Zedcor Inc. (ZDC)
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Vitalhub Corp. (VHI)
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Galaxy Digital Inc. Class A common stock (GLXY)
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Cellebrite DI Ltd. (CLBT)
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Propel Holdings Inc. (PRL)
Q: I hold positions in all of these companies and I have some money to put into the market. Could you rate these in terms of which positions you would add to given the potential for total rate of returns given their current stock price, business model tailwinds, risk vs reward etc.
Conversely, if you would rate these as a hold then feel free to mention that as well. Thx.
Conversely, if you would rate these as a hold then feel free to mention that as well. Thx.
Q: Would you be okay with buying more CLBT if already owned but in a loss position?
Thanks
Thanks
Q: Hi 5i,
Up on SMCI and down on CLBT - however both at fairly small entry level weights - without concern for diversification would you consolidate into one or the other at this time or let time work this one out?
Thank you
Up on SMCI and down on CLBT - however both at fairly small entry level weights - without concern for diversification would you consolidate into one or the other at this time or let time work this one out?
Thank you
Q: What do you think of the latest acquisition - is it accretive to earnings? How does the new company work w/in their strategy?
It looks positive but after an initial move up on the day of the acquisition it started to drop in late day trading and then on Friday it dropped even more. This was despite a couple of analysts reiterating their price targets and 'buy' ratings.
This stock has been trading down since last earnings despite a good quarter - any reason to be worried?
It looks positive but after an initial move up on the day of the acquisition it started to drop in late day trading and then on Friday it dropped even more. This was despite a couple of analysts reiterating their price targets and 'buy' ratings.
This stock has been trading down since last earnings despite a good quarter - any reason to be worried?
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Argan Inc. (AGX)
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Carpenter Technology Corporation (CRS)
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Cellebrite DI Ltd. (CLBT)
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Sportradar Group AG (SRAD)
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Nebius Group N.V. (NBIS)
Q: Good morning. I bought these 2 last year around July or August in an unregistered 12 stock US account.
AGX is a triple, 9.8% of the portfolio ,CRS a double, 8.1% of the portfolio.
What do you see for them going forward? Do I trim? If so do add to NBIS , CLBT or SRAD. Thank you David
AGX is a triple, 9.8% of the portfolio ,CRS a double, 8.1% of the portfolio.
What do you see for them going forward? Do I trim? If so do add to NBIS , CLBT or SRAD. Thank you David
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Cellebrite DI Ltd. (CLBT)
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Sportradar Group AG (SRAD)
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Lumine Group Inc. (LMN)
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Nebius Group N.V. (NBIS)
Q: I currently own CLBT, NBIS and LMN. I am also looking to purchase SRAD. In what order would you add too or start a new position in SRAD.
Thanks
Thanks
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Salesforce Inc. (CRM)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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ServiceNow Inc. (NOW)
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kneat.com inc. (KSI)
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Vitalhub Corp. (VHI)
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Construction Partners Inc. (ROAD)
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Synopsys Inc. (SNPS)
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Galaxy Digital Inc. Class A common stock (GLXY)
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Shift4 Payments Inc. Class A (FOUR)
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Genius Sports Limited (GENI)
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Cellebrite DI Ltd. (CLBT)
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Sportradar Group AG (SRAD)
Q: How would you rate these for holding in the SMID Growth section of a portfolio (A couple may not be SMID, which means they just may not be forever keepers for me) - I hold all except SNPS and NOW, which I've been watching, and I’m thinking of consolidating into 6-8 positions, but could keep more. I'm considering 3-4 for shorter-term growth, 1-3 years, 3-4 for longer-term growth, 5-10 years. Please order from most conviction to least with a preference to Shorter (S) or longer(L) or either (E). Thanks!
SNPS, NOW, GLXY, KSI, FOUR, ROAD, CLBT, CRM, HPS.A, VHI, GENI, SRAD
SNPS, NOW, GLXY, KSI, FOUR, ROAD, CLBT, CRM, HPS.A, VHI, GENI, SRAD
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Salesforce Inc. (CRM)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Celestica Inc. (CLS)
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Construction Partners Inc. (ROAD)
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Valhi Inc. (VHI)
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Galaxy Digital Inc. Class A common stock (GLXY)
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Shift4 Payments Inc. Class A (FOUR)
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Cellebrite DI Ltd. (CLBT)
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Propel Holdings Inc. (PRL)
Q: How would you rate buying these growth stocks today for a 3 -year hold?
Amzn, goog, VHI, PRL, CLS , HPS.a , GLXY, VHI, FOUR, ROAD , CRM, CLBT
Amzn, goog, VHI, PRL, CLS , HPS.a , GLXY, VHI, FOUR, ROAD , CRM, CLBT
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Expedia Group Inc. (EXPE)
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Citigroup Inc. (C)
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Thermo Fisher Scientific Inc (TMO)
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Toll Brothers Inc. (TOL)
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Cloudflare Inc. Class A (NET)
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Cellebrite DI Ltd. (CLBT)
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Constellation Energy Corporation (CEG)
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Elevance Health Inc. (ELV)
Q: I'm presently under water on these stocks : could you please, based on potential growth, list them as hold or sell ? Looking for faster returns ?
Q: Please indicate 5 small to midcap stocks for Canada and also for USA in order of preference with -
a.solid growth potential
b.low volatility
Thanks.
a.solid growth potential
b.low volatility
Thanks.