Q: Given the significant run up of CLS in the past year would you still consider this a strong buy right now, or would it be prudent to wait for the next "dip", or is it already over bought? 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.
Q: What does the market expect from Cls this quarter and any concerns currently? THX
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Celestica Inc. (CLS $213.10)
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CrowdStrike Holdings Inc. (CRWD $473.81)
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Palantir Technologies Inc. (PLTR $147.18)
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Applovin Corporation (APP $350.67)
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Coinbase Global Inc (COIN $403.97)
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Robinhood Markets Inc. (HOOD $101.45)
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Nebius Group N.V. (NBIS $49.73)
Q: What are some companies that would meet the criteria of accelerating earnings earnings surprises broker upgrades increase trade volume that 5i discussed on July 7 I am thinking CLS Any others that come to mind? Thx
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Celestica Inc. (CLS $213.10)
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TerraVest Industries Inc. (TVK $162.56)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $129.70)
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Vitalhub Corp. (VHI $12.31)
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EnerSys (ENS $88.87)
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Lumina Gold Corp. (LUM $1.26)
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DigitalOcean Holdings Inc. (DOCN $28.86)
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Cellebrite DI Ltd. (CLBT $14.21)
Q: Terravest, Celestica, Lumine, Vitalhub, Hammond power solutions and several other stocks have already been discovered by the market, with their share prices reflecting that momentum over time. In your opinion, could you name 2-3 stocks US and CAN that are still under the radar and have strong potential to surge once they're discovered by the broader market? Thank you for your excellent service and insightful guidance.
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Intuitive Surgical Inc. (ISRG $519.72)
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Micron Technology Inc. (MU $109.78)
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Booking Holdings Inc. (BKNG $5,694.38)
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Tourmaline Oil Corp. (TOU $60.39)
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Celestica Inc. (CLS $213.10)
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Descartes Systems Group Inc. (The) (DSG $141.07)
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Kinaxis Inc. (KXS $199.30)
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Thomson Reuters Corporation (TRI $279.07)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $170.50)
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TerraVest Industries Inc. (TVK $162.56)
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EQB Inc. (EQB $102.54)
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Aritzia Inc. Subordinate Voting Shares (ATZ $75.03)
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Kraken Robotics Inc. (PNG $3.73)
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Zedcor Inc. (ZDC $4.20)
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kneat.com inc. (KSI $5.85)
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Vitalhub Corp. (VHI $12.31)
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CRISPR Therapeutics AG (CRSP $63.06)
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Axon Enterprise Inc. (AXON $742.03)
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Twist Bioscience Corporation (TWST $35.18)
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Galaxy Digital Inc. Class A common stock (GLXY $38.28)
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Genius Sports Limited (GENI $10.82)
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Sportradar Group AG (SRAD $29.22)
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Propel Holdings Inc. (PRL $36.08)
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D2L Inc. Subordinate Voting Shares (DTOL $14.24)
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Nebius Group N.V. (NBIS $49.73)
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Nvidia CDR (CAD Hedged) (NVDA $38.18)
Q: Hi 5i team
Let me start by thanking you all for you valuable insights into markets and stock valuations through the years. My question is regarding a tfsa portfolio. I am considering reducing amount of stocks to 20. Which 6 stocks would you let go in order of first to sell to last. Secondly, could you give me a brief opinion/ comment on my present holdings in a tfsa and if there's value in keeping status quo.
Thanks as always
Gilles
Let me start by thanking you all for you valuable insights into markets and stock valuations through the years. My question is regarding a tfsa portfolio. I am considering reducing amount of stocks to 20. Which 6 stocks would you let go in order of first to sell to last. Secondly, could you give me a brief opinion/ comment on my present holdings in a tfsa and if there's value in keeping status quo.
Thanks as always
Gilles
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Apple Inc. (AAPL $213.32)
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Amazon.com Inc. (AMZN $228.28)
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Alphabet Inc. (GOOG $189.29)
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Intuitive Surgical Inc. (ISRG $519.72)
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NVIDIA Corporation (NVDA $166.99)
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Booking Holdings Inc. (BKNG $5,694.38)
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Salesforce Inc. (CRM $263.71)
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Welltower Inc. (WELL $161.09)
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JPMorgan Chase & Co. (JPM $291.21)
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Visa Inc. (V $354.09)
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Enbridge Inc. (ENB $61.44)
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Constellation Software Inc. (CSU $4,895.00)
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Dollarama Inc. (DOL $188.04)
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WSP Global Inc. (WSP $284.13)
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Celestica Inc. (CLS $213.10)
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Thomson Reuters Corporation (TRI $279.07)
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Alimentation Couche-Tard Inc. (ATD $77.53)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $170.50)
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Axon Enterprise Inc. (AXON $742.03)
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Toronto Dominion Bank (The) (TD $74.49)
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CrowdStrike Holdings Inc. (CRWD $473.81)
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Vertiv Holdings LLC Class A (VRT $121.79)
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RTX Corporation (RTX $145.82)
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Cellebrite DI Ltd. (CLBT $14.21)
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Brookfield Corporation Class A Limited Voting Shares (BN $89.89)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $81.85)
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Lumine Group Inc. (LMN $52.71)
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TransMedics Group Inc. (TMDX $100.26)
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Costco CDR (CAD Hedged) (COST $43.56)
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: Here are two stocks that well performed since the last weeks. In view of rebalancing somewhat a portfolio, do you consider it's a good time now to envisage some trimming, or do you think the momentum has a good probability to be continued on the mid term?
Thank you very much in advance
Thank you very much in advance
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NVIDIA Corporation (NVDA $166.99)
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Constellation Software Inc. (CSU $4,895.00)
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Celestica Inc. (CLS $213.10)
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Descartes Systems Group Inc. (The) (DSG $141.07)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $170.50)
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CrowdStrike Holdings Inc. (CRWD $473.81)
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Vertiv Holdings LLC Class A (VRT $121.79)
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Topicus.com Inc. (TOI $191.59)
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Cellebrite DI Ltd. (CLBT $14.21)
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Lumine Group Inc. (LMN $52.71)
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Nebius Group N.V. (NBIS $49.73)
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%
Q: Which stock would you prefer?
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Toronto-Dominion Bank (The) (TD $101.80)
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Enbridge Inc. (ENB $61.44)
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Canadian Natural Resources Limited (CNQ $42.06)
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Fortis Inc. (FTS $66.85)
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Celestica Inc. (CLS $213.10)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $170.50)
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goeasy Ltd. (GSY $176.10)
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EQB Inc. (EQB $102.54)
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Nutrien Ltd. (NTR $81.42)
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Brookfield Corporation Class A Limited Voting Shares (BN $89.89)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $81.85)
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Nvidia CDR (CAD Hedged) (NVDA $38.18)
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Alphabet CDR (CAD Hedged) (GOOG $30.92)
Q: Hello all,
I am helping aid my young adult children in developing a portfolio of strong companies that pay a dividend. They were not comfortable buying during the VIX 30-50 range so they have not benefited from the recent rebound.
They are looking at holding any of these positions for 5 years (when they may need to liquidate a bit for a down payment on a property)
Please note, the American equities would be CDRs and hedged.
Here are my questions:
What entry point/range would you be comfortable buying any of these securities listed?
Do you recommend half positions in any of them at this time? Please list.
Taking into account the time frame, are there any companies you would recommend not buying?
Are there any sectors (with a particular security) which perhaps I should consider that is not on my list?
Please mention if there are other securities that might be better in satisfying the stated objective.
Do you forsee any problems with this approach and do you recommend something else to help offset anything?
I know that you don't have a crystal ball but your opinion is appreciated.
Please take as many credits as required.
Respectfully,
Arturo
I am helping aid my young adult children in developing a portfolio of strong companies that pay a dividend. They were not comfortable buying during the VIX 30-50 range so they have not benefited from the recent rebound.
They are looking at holding any of these positions for 5 years (when they may need to liquidate a bit for a down payment on a property)
Please note, the American equities would be CDRs and hedged.
Here are my questions:
What entry point/range would you be comfortable buying any of these securities listed?
Do you recommend half positions in any of them at this time? Please list.
Taking into account the time frame, are there any companies you would recommend not buying?
Are there any sectors (with a particular security) which perhaps I should consider that is not on my list?
Please mention if there are other securities that might be better in satisfying the stated objective.
Do you forsee any problems with this approach and do you recommend something else to help offset anything?
I know that you don't have a crystal ball but your opinion is appreciated.
Please take as many credits as required.
Respectfully,
Arturo
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Celestica Inc. (CLS $213.10)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $170.50)
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Amazon.com CDR (CAD Hedged) (AMZN $26.76)
Q: In a TFSA I have a small position in Celestica (0.75% of my overall portfolio), a “smallish” position in Shopify (1.5%), and a more sizeable position in Amazon (4.5%). I am trying to decide whether to free up some funds by selling some Amazon, to add to Celestica and Shopify (perhaps 2% each), whether to just let things ride, or perhaps sell Celestica and add to Shopify. The portfolio is fairly well diversified and the objective is growth. If you were me, what would you do? Many thanks for your excellent service.
Q: The latest SA article on your website says CLS is massively overvalued.Your thoughts please.
Q: Hi Peter and 5i Team,
Realizing that there are a number of catalysts that 'could' boost the share price of PBH, we're concerned that it will take too long. It was purchased several years ago for a TFSA at an (ugh) average cost of $122. The last time I looked, it was trading at $80.23.
Even with the dividends received (thank goodness for dividends in this case), we are still down $17,300.
Here's the question: Even with all the positive catalysts going forward, do you think that the share price will increase enough to at least break even when accounting for dividends? Or do you think that we should swallow the loss and move to something else that has a more attractive valuation and greater upside?
As always, your comments and insights are very helpful.
Realizing that there are a number of catalysts that 'could' boost the share price of PBH, we're concerned that it will take too long. It was purchased several years ago for a TFSA at an (ugh) average cost of $122. The last time I looked, it was trading at $80.23.
Even with the dividends received (thank goodness for dividends in this case), we are still down $17,300.
Here's the question: Even with all the positive catalysts going forward, do you think that the share price will increase enough to at least break even when accounting for dividends? Or do you think that we should swallow the loss and move to something else that has a more attractive valuation and greater upside?
As always, your comments and insights are very helpful.
Q: I have a sizable position in CLS.CA and am fortunate to have some in my TFSA. I know you can't give any sell or buy recommendations directly but as it is currently close to its one-year price target and with the recent Moody's downgrade I am wondering if a short-term drop (so trim the position) and buying it back closer to NVDAs earnings would make sense or not? CLS has a very thin operating margin as well so adds to my confusion of what to do. Any advice greatly appreciated as always!
Thanks, Lesley
Thanks, Lesley
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Canadian Natural Resources Limited (CNQ $42.06)
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Peyto Exploration & Development Corp. (PEY $18.77)
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Celestica Inc. (CLS $213.10)
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Magna International Inc. (MG $56.60)
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goeasy Ltd. (GSY $176.10)
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Vitalhub Corp. (VHI $12.31)
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Construction Partners Inc. (ROAD $104.47)
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Cellebrite DI Ltd. (CLBT $14.21)
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Propel Holdings Inc. (PRL $36.08)
Q: I'm writing to follow up on your response to Josh's questions regarding beaten-down Canadian stocks.
Would you kindly rank your preferred order of purchases among the names discussed? Are there any that you would consider "table-pounding" buys at current levels?
Please also include your thoughts on CNQ, as well as FOUR, ROAD, and CLBT.
Thank you,
Would you kindly rank your preferred order of purchases among the names discussed? Are there any that you would consider "table-pounding" buys at current levels?
Please also include your thoughts on CNQ, as well as FOUR, ROAD, and CLBT.
Thank you,
Q: Good Morning 5i,
Which of these two would you initiate a position in today and why?
Thanks!
Which of these two would you initiate a position in today and why?
Thanks!
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Suncor Energy Inc. (SU $53.27)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $138.00)
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Tourmaline Oil Corp. (TOU $60.39)
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Celestica Inc. (CLS $213.10)
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Pason Systems Inc. (PSI $11.55)
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Toromont Industries Ltd. (TIH $129.20)
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Russel Metals Inc. (RUS $45.03)
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goeasy Ltd. (GSY $176.10)
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Tamarack Valley Energy Ltd. (TVE $5.00)
Q: Hello,
From all the companies in any of the 5i portfolios, would you be able to list which have been buying back shares or have had high insider buying within the last 6 months?
Thank you.
From all the companies in any of the 5i portfolios, would you be able to list which have been buying back shares or have had high insider buying within the last 6 months?
Thank you.
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NVIDIA Corporation (NVDA $166.99)
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Celestica Inc. (CLS $213.10)
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Galaxy Digital Inc. Class A common stock (GLXY $38.28)
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Coinbase Global Inc (COIN $403.97)
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Robinhood Markets Inc. (HOOD $101.45)
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Fidelity Advantage Bitcoin ETF (FBTC $53.60)
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GLOBAL X FDS (AIQ $44.03)
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ISHARES BITCOIN TR (IBIT $67.58)
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Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $103.77)
Q: I want to put some money into an RESP for our newborn granddaughter. I will add some more stable growth stocks over time, but I want to start with 1 AI stock or ETF and 1 crypto stock or ETF, as the base.
These will be the buy and forget, holdings in the RESP
Can you recommend a couple US/CDN stocks and etfs in both categories, and your thoughts on whether US or Cdn currency is the better option. For a long-term hold like this, am I better to use stocks or ETFs, as the base?
These will be the buy and forget, holdings in the RESP
Can you recommend a couple US/CDN stocks and etfs in both categories, and your thoughts on whether US or Cdn currency is the better option. For a long-term hold like this, am I better to use stocks or ETFs, as the base?
Q: I'm interested in initiating a position in CLS. What are your thoughts are the current evaluation? What would be the case for initiating a position today vs. potential detractors?
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Expedia Group Inc. (EXPE $186.77)
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United Rentals Inc. (URI $781.94)
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Celestica Inc. (CLS $213.10)
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Shift4 Payments Inc. Class A (FOUR $105.46)
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Propel Holdings Inc. (PRL $36.08)
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D2L Inc. Subordinate Voting Shares (DTOL $14.24)
Q: Hi guys....great service....just wondering if you have 2-3 names on both sides of the border...undervalued and you think are great opportunities for bounceback over the next 6-12 months...