Q: I am thinking of adding the above three to my portfolio Your Thoughts please RAK
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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: This stock has been on quite a run the last number of sessions. It looked like it was consolidating in the $21 range but up lately.
What would be a fair entry point and do you feel that it's priced to perfection already?
If one had to add AXON or CLBT to their TFSA which has the best long term prospects? My thought is AXON ....
What would be a fair entry point and do you feel that it's priced to perfection already?
If one had to add AXON or CLBT to their TFSA which has the best long term prospects? My thought is AXON ....
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Vertiv Holdings LLC Class A (VRT $169.57)
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Cellebrite DI Ltd. (CLBT $16.80)
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Symbotic Inc. (SYM $77.29)
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Nebius Group N.V. (NBIS $88.88)
Q: Dear 5i
I currently hold VRT in my TFSA and was considering adding NBIS but was wondering if they are too similar in terms of what they do . If so could you recommend another smaller cap high growth stock instead .
Thanks
Bill C
I currently hold VRT in my TFSA and was considering adding NBIS but was wondering if they are too similar in terms of what they do . If so could you recommend another smaller cap high growth stock instead .
Thanks
Bill C
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Celestica Inc. (CLS $462.57)
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Vertiv Holdings LLC Class A (VRT $169.57)
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Cellebrite DI Ltd. (CLBT $16.80)
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Nebius Group N.V. (NBIS $88.88)
Q: Yesterday, you gave me your top 4 conservative growth. Could you please give me your top 4 non-conservative growth in order please. Thanks Steve
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Costco Wholesale Corporation (COST $894.33)
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Alphabet Inc. (GOOG $323.64)
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Intuitive Surgical Inc. (ISRG $578.87)
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NVIDIA Corporation (NVDA $177.82)
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NextEra Energy Inc. (NEE $84.83)
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Constellation Brands Inc. (STZ $132.18)
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Raytheon Technologies (UTX)
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Verizon Communications Inc. (VZ $40.59)
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Atlassian Corporation (TEAM $149.04)
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Roku Inc. (ROKU $94.88)
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Alteryx Inc. Class A (AYX)
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Axon Enterprise Inc. (AXON $528.89)
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Datadog Inc. (DDOG $158.99)
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Vertiv Holdings LLC Class A (VRT $169.57)
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Cellebrite DI Ltd. (CLBT $16.80)
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Nebius Group N.V. (NBIS $88.88)
Q: Hello 5i
Back in 2019 I asked if you could provide a "growthy" USA portfolio.
The above stocks were your recommendations.
Could you provide an updated "growthy" USA portfolio for 2025?
Thank you!
Dave
Back in 2019 I asked if you could provide a "growthy" USA portfolio.
The above stocks were your recommendations.
Could you provide an updated "growthy" USA portfolio for 2025?
Thank you!
Dave
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Intuitive Surgical Inc. (ISRG $578.87)
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Celestica Inc. (CLS $462.57)
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Athabasca Oil Corporation (ATH $7.59)
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Crocs Inc. (CROX $83.07)
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Aspen Aerogels Inc. (ASPN $3.21)
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ADF Group Inc. Subordinate Voting Shares (DRX $7.42)
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IES Holdings Inc. (IESC $407.50)
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Parsons Corporation (PSN $84.21)
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Docebo Inc. (DCBO $29.95)
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Shift4 Payments Inc. Class A (FOUR $70.15)
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Cellebrite DI Ltd. (CLBT $16.80)
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Westgold Resources Limited Ordinary shares (WGX $5.39)
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Nebius Group N.V. (NBIS $88.88)
Q: Can you please rank the above companies for capital appreciation over the next 2-3 years. No worries on Risk or Industry. Thanks again!
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Constellation Software Inc. (CSU $3,396.27)
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Descartes Systems Group Inc. (The) (DSG $116.15)
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Tamarack Valley Energy Ltd. (TVE $7.49)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.91)
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Vitalhub Corp. (VHI $9.27)
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WELL Health Technologies Corp. (WELL $3.78)
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CrowdStrike Holdings Inc. (CRWD $512.34)
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Cellebrite DI Ltd. (CLBT $16.80)
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Propel Holdings Inc. (PRL $22.75)
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Lumine Group Inc. (LMN $28.67)
Q: I have these companies in equal amounts in my TFSA.With an additional $18k to invest,which ones would you add to at this time or would you prefer others. I am 74 and plan to live to be 100,which is my mother’s age! I hope to eventually shoot my age(golf).
Thank your exceptional advice and Happy New Year,
Thank your exceptional advice and Happy New Year,
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Construction Partners Inc. (ROAD $105.80)
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Shift4 Payments Inc. Class A (FOUR $70.15)
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Cellebrite DI Ltd. (CLBT $16.80)
Q: Peter; A short while ago you had these 3 companies as your top picks on BNN Market Call.
I would appreciate your current view on each of the companies ( buy/buy more, hold, sell) as we head into the New year taking into account any material changes that may have occurred since your recommendations. Rationale for your position would be appreciated. Thanks
I would appreciate your current view on each of the companies ( buy/buy more, hold, sell) as we head into the New year taking into account any material changes that may have occurred since your recommendations. Rationale for your position would be appreciated. Thanks
Q: As I don't read newspapers, I badly miss Peter's articles in the Financial Post and National. How can I get to read them?
Some small-cap stocks, like CS-T, are expected to have very high growth. Is it possible to list them irrespective of risk?
Mary x-mas to All the wonderful team and their Family. A lot of us are celebrating Christmas very well credit goes to 5-I.
Some small-cap stocks, like CS-T, are expected to have very high growth. Is it possible to list them irrespective of risk?
Mary x-mas to All the wonderful team and their Family. A lot of us are celebrating Christmas very well credit goes to 5-I.
Q: I have a 1% position in CLBT and AXON at 2.5%. In a recent question, you were asked to rank 8 stocks; AXON was put first and CLBT was 7th. Do you see these 2 companies as different enough to offer diversification to a portfolio? Regardless, I probably have more holdings than I really need; if it were you would you consolidate CLBT into AXON? Many thanks for your excellent service.
Q: Hi Team,
With an approx. 10yr timeframe, I'm looking for the next "NVDA" like returns. I am looking at both CLBT and NBIS. Do these 2 fit the bill as having exceptional potential with reasonable probability of success? Currently after today's 11% drop in NBIS I look at this name and scratch my head as to how a company like this can be valued so cheaply, so it seems. With a cash balance of close to half the market cap an investor here is buying into this high growth business paying what appears to be a cheap valuation for its assets and business. If NBIS delivers as expected is this a name you would consider for multi-bagger returns over time, potentially? Would you recommend trimming long term blue cap winners to buy into this name to boost growth in a portfolio? Also, how would you compare this to CLBT's growth potential? I am interested in both names as they both have a very compelling growth story, both in what I see as to be in areas of the "future" which should show high growth with proven management teams (pending CEO replacement of course with CLBT)
Thanks,
Shane.
With an approx. 10yr timeframe, I'm looking for the next "NVDA" like returns. I am looking at both CLBT and NBIS. Do these 2 fit the bill as having exceptional potential with reasonable probability of success? Currently after today's 11% drop in NBIS I look at this name and scratch my head as to how a company like this can be valued so cheaply, so it seems. With a cash balance of close to half the market cap an investor here is buying into this high growth business paying what appears to be a cheap valuation for its assets and business. If NBIS delivers as expected is this a name you would consider for multi-bagger returns over time, potentially? Would you recommend trimming long term blue cap winners to buy into this name to boost growth in a portfolio? Also, how would you compare this to CLBT's growth potential? I am interested in both names as they both have a very compelling growth story, both in what I see as to be in areas of the "future" which should show high growth with proven management teams (pending CEO replacement of course with CLBT)
Thanks,
Shane.
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Broadcom Inc. (AVGO $385.03)
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Intuitive Surgical Inc. (ISRG $578.87)
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Axon Enterprise Inc. (AXON $528.89)
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Shift4 Payments Inc. Class A (FOUR $70.15)
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Palantir Technologies Inc. (PLTR $163.55)
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Applovin Corporation (APP $556.03)
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Cellebrite DI Ltd. (CLBT $16.80)
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Nebius Group N.V. (NBIS $88.88)
Q: Hello 5i
Could you rank the above stocks for a 3-5 year TFSA hold with a medium to high risk tolerance in mind.
Thank you
Dave
Could you rank the above stocks for a 3-5 year TFSA hold with a medium to high risk tolerance in mind.
Thank you
Dave
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iShares Russell 2000 Growth ETF (IWO $322.47)
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TerraVest Industries Inc. (TVK $123.39)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.91)
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Vitalhub Corp. (VHI $9.27)
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WELL Health Technologies Corp. (WELL $3.78)
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Goosehead Insurance Inc. (GSHD $70.66)
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Construction Partners Inc. (ROAD $105.80)
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iShares Core S&P Small-Cap ETF (IJR $120.11)
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BMO S&P US Mid Cap Index ETF (ZMID $49.52)
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Shift4 Payments Inc. Class A (FOUR $70.15)
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Cellebrite DI Ltd. (CLBT $16.80)
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Propel Holdings Inc. (PRL $22.75)
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Nebius Group N.V. (NBIS $88.88)
Q: Hi Team,
What would be some of your best ideas in the small/ mid cap space today either US or CND that you see having the best potential over the next decade (medium risk). Or alternatively if I wanted to play it safer what US based etf would be suitable to play the theme here assuming small and mid caps will show outperformance in the next few years? I am leaning towards the US sector as outperforming canada at least in the next few years.
Shane.
What would be some of your best ideas in the small/ mid cap space today either US or CND that you see having the best potential over the next decade (medium risk). Or alternatively if I wanted to play it safer what US based etf would be suitable to play the theme here assuming small and mid caps will show outperformance in the next few years? I am leaning towards the US sector as outperforming canada at least in the next few years.
Shane.
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Celestica Inc. (CLS $462.57)
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TerraVest Industries Inc. (TVK $123.39)
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WELL Health Technologies Corp. (WELL $3.78)
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Vertiv Holdings LLC Class A (VRT $169.57)
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Cellebrite DI Ltd. (CLBT $16.80)
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Nebius Group N.V. (NBIS $88.88)
Q: Hi,
Can you suggest 5-10 stocks with high growth potential for a holding period of 5+ years.
Thanks
Can you suggest 5-10 stocks with high growth potential for a holding period of 5+ years.
Thanks
Q: if you could only buy one stock,which one would you buy CLBT or NBIS?
And why so?
And why so?
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TerraVest Industries Inc. (TVK $123.39)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.91)
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iShares Core S&P Mid-Cap ETF (IJH $65.60)
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WELL Health Technologies Corp. (WELL $3.78)
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Construction Partners Inc. (ROAD $105.80)
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BMO S&P US Mid Cap Index ETF (ZMID $49.52)
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Shift4 Payments Inc. Class A (FOUR $70.15)
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Cellebrite DI Ltd. (CLBT $16.80)
Q: Can you please provide a list of top 5 mid/small cap names ( US and CDN) to purchase now?
Also top mid/small cap ETFs in US and Canada?
Thank You.
Also top mid/small cap ETFs in US and Canada?
Thank You.
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Cellebrite DI Ltd. (CLBT $16.80)
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TransMedics Group Inc. (TMDX $146.00)
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Nebius Group N.V. (NBIS $88.88)
Q: In August you were asked about 10 high growth companies you'd be comfortable holding for 10 years, with the following companies suggested.
GSY, PRL, WELL, BN, ISRG, NVDA, BKNG, TMDX, SHOP, LLY
A lot has happened since August! Any updates you'd make at this time?
GSY, PRL, WELL, BN, ISRG, NVDA, BKNG, TMDX, SHOP, LLY
A lot has happened since August! Any updates you'd make at this time?
Q: Axon has had a huge move up
Would you buy at this price or wait for a better entry ?if so what price
What upside do u see for 2 years plus hold
Or would u invest in clbt alternatively ?do u see upside for next 2 years plus ?
Thanks
Would you buy at this price or wait for a better entry ?if so what price
What upside do u see for 2 years plus hold
Or would u invest in clbt alternatively ?do u see upside for next 2 years plus ?
Thanks
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Micron Technology Inc. (MU $224.53)
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Aspen Aerogels Inc. (ASPN $3.21)
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Cellebrite DI Ltd. (CLBT $16.80)
Q: Would you add to all of these stocks at these levels?
Q: What do you view as the likelihood of AXON acquiring CLBT? They have a partnership in place and with CLBT looking for a new CEO, AXON might see an opportunity.