Investment Q&A

Q: Which company are you more bullish on long term? Are you aware if CLBT has any customers in Canada?
Thanks

Q: Which order would you add to these small cap stocks? Do you think they have long term potential?

Q: Hi 5i!

I’m a little overweight in the AI sector and want to diversify. Respecting that growth and stability are not often in tandem, would you endorse a selling VRT and buying TMDX, ASPN or CLBT?
Do you see either of these three companies as having a better growth (and some stability) outlook over the next 2-3 years than VRT?

If you could only pick one which company do you have the most conviction in today?

Thanks so much for all you do!

Q: Would you buy into the momentum of ASPN($16.98) , TMDX ($88.71) and CLBT ($11.85) at current valuations for a 2-year hold?

Can you provide 5 or 6 other stocks with similar growth profile in US or Canada?

How would you tank them?

Thanks

Q: Hi 5i Team,

I currently own Super Micro and Nextracker and wondering if you would prefer a switch into TMDX, ASPN, CLBT and PLTR? How would you rank the 6 for a hold over the next 3-5 years?

Thanks as always,
Jon

Q: Do you think these names remain attractive at current valuations? How would you rank for buying today?

Q: Hi Team,
Two part question. Firstly, like a fool I sold out of crwd at the worst possible time during the selloff in anticipation of more bad news and to raise cash in the overall sell off. Ever since it seems to be on a steady rise back up. Is it time to buy back the shares or should I wait until after earnings?
Second; do you see any compelling buys out there today to put new cash to work? If so what are some of your favourite names to purchase today Canadian and US. I was looking at adding to propel possibly …it boggles me it had such strong results and a muted share price ; not sure why but it seems undervalued. Same with go easy but I am already over weight in that one.

Thanks ,
Shane

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

Q: I have a question about 2514

Q: I am overweight both of these names. I am hoping for a recovery pop at which time I will seek to sell down a bit and spread the money out. Can you please give me a few other names that you might suggest for growth at this time? I sold booking holdings at a loss so please exclude that name. I am too afraid to buy back smci due to its wild volatility. I was consider coherent, Motorola, and Monolithic Power but am open to other suggestions. Thank you.

Jason

Q: I'm hoping everyone at 5i is enjoying their summer. Just recently I trimmed NVDA, META, GOOGL, MSFT.Would you please suggest 3 or 4 ideas for small cap tech and also US growth potential industrials. Thanks for all you do!

Q: Peter; Can you comment on this company- momentum, earnings etc. are the warrants priced reasonably assuming analysts estimates ? Thanks.
Rod

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

Q: What are the key attributes of CLBT, that make it a top US non-tech small cap pick for 5i? Would you see CLBT as a takeover candidate, by someone like AXON? Would you buy CLBT now for a long term investment?

Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?

Q: Hello 5i
What are your current top 5 US and CDN non-tech small-mid cap picks for growth?
Ranked would be appreciated.
Thanks
Dave

Q: Your general impression of this company. With all the publicity surrounding ransomware it is a sector I wish to be exposed to. Thanks.