Q: Happily, I bought CLS in May '25 and am riding a 150% increase. How do you feel about adding with the current PE at 60?
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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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Alphabet Inc. (GOOG $253.79)
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Micron Technology Inc. (MU $202.38)
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Celestica Inc. (CLS $389.08)
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goeasy Ltd. (GSY $159.40)
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Kraken Robotics Inc. (PNG $5.81)
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Zedcor Inc. (ZDC $5.80)
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Axon Enterprise Inc. (AXON $670.68)
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Genius Sports Limited (GENI $11.93)
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Robinhood Markets Inc. (HOOD $129.91)
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BlackSky Technology Inc. Class A (BKSY $24.42)
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Brookfield Corporation Class A Limited Voting Shares (BN $62.25)
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Nebius Group N.V. (NBIS $113.44)
Q: Could you tell me which 5 of these TFSA companies you would add money to first in a correction. Could you also give me two, not in this list that you consider better or just as good than these names, for a tfsa.
Thanks for all you do. Gilles
Thanks for all you do. Gilles
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Celestica Inc. (CLS $389.08)
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Kraken Robotics Inc. (PNG $5.81)
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Galaxy Digital Inc. Class A common stock (GLXY $52.92)
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Brookfield Corporation Class A Limited Voting Shares (BN $62.25)
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Nebius Group N.V. (NBIS $113.44)
Q: Have trimmed SHOP and NVDA in my TFSA and am looking to initiate some new positions - all are favourites of 5i - at todays pricing would you favour the most attractive "3" and if so, which 3, or simply buy across the board?
Thanks,
Terry
Thanks,
Terry
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Celestica Inc. (CLS $389.08)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.93)
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Robinhood Markets Inc. (HOOD $129.91)
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Nebius Group N.V. (NBIS $113.44)
Q: It's all your fault? For which I'm always grateful for your sound advice. This is a good problem to have. NBIS is now 13% , HOOD 10%, CLS 15% and SHOP 14%. Yes, Im going to trim but the growth prognosis is good for all 4 going forward. What would you advise as decent position size for all 4 going into the 4th quarter?
Thank you David
Thank you David
Q: If DSG is sold what stock would you replace this one with?
Thanks
Thanks
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Celestica Inc. (CLS $389.08)
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Kraken Robotics Inc. (PNG $5.81)
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Brookfield Corporation Class A Limited Voting Shares (BN $62.25)
Q: Can I have your top 3 Canadian Growth picks for a long term investment
Thank you
Thank you
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Alphabet Inc. (GOOG $253.79)
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Celestica Inc. (CLS $389.08)
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Kraken Robotics Inc. (PNG $5.81)
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Brookfield Corporation Class A Limited Voting Shares (BN $62.25)
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Nebius Group N.V. (NBIS $113.44)
Q: Good Morning 5i Team,
In my TFSA I have some cash parked from the sale of some equities. I'm looking to move this cash into a few grow potential stocks, with a growth horizon of 5 years +. I do have a decent risk tolerance. With this in mind, what would be the 3-5 companies I should be researching?
In my TFSA I have some cash parked from the sale of some equities. I'm looking to move this cash into a few grow potential stocks, with a growth horizon of 5 years +. I do have a decent risk tolerance. With this in mind, what would be the 3-5 companies I should be researching?
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Apple Inc. (AAPL $252.29)
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Alphabet Inc. (GOOG $253.79)
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Microsoft Corporation (MSFT $513.58)
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NVIDIA Corporation (NVDA $183.22)
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Oracle Corporation (ORCL $291.31)
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Celestica Inc. (CLS $389.08)
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Nebius Group N.V. (NBIS $113.44)
Q: Hi Folks,
I sold some CSU recently. I now have MSFT, NVDA, AAPLE and some CSU as holdings in the Tech Sector( GOOG and AMZN as well). Can you suggest a couple of Tech stocks that I could add to my holdings in the Tech Sector. This would be in my TFSA.
Thanks
I sold some CSU recently. I now have MSFT, NVDA, AAPLE and some CSU as holdings in the Tech Sector( GOOG and AMZN as well). Can you suggest a couple of Tech stocks that I could add to my holdings in the Tech Sector. This would be in my TFSA.
Thanks
Q: Any reason why CLS dropped $22CAN and is also down now $12US pre market?
Thanks
Thanks
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Celestica Inc. (CLS $389.08)
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TFI International Inc. (TFII $132.51)
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Topicus.com Inc. (TOI $137.41)
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Lumine Group Inc. (LMN $35.06)
Q: I own the above listed Canadian stocks. Please rate each one as a BUY, HOLD or SELL and let me know your reasons for the rating you have given to it. Thank You.
Q: Hello Team,
Could I have three "AI Hardware" names to own now please.
Thanks!
Could I have three "AI Hardware" names to own now please.
Thanks!
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Intact Financial Corporation (IFC $258.62)
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iA Financial Corporation Inc. (IAG $156.04)
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Celestica Inc. (CLS $389.08)
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Kraken Robotics Inc. (PNG $5.81)
Q: I am looking for companies generating >20% over 1, 3, 6 month and 1, 3, 5 and10 years with steady growth and reasonable volatility. IAG meets my criteria and has eaten IFC's lunch over the above noted reporting periods. Would you endorse IAG and can you suggest other Canadian stocks meeting the same criteria. Thank you
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Constellation Software Inc. (CSU $3,814.13)
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Celestica Inc. (CLS $389.08)
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Descartes Systems Group Inc. (The) (DSG $134.79)
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Kinaxis Inc. (KXS $180.42)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.93)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $82.59)
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GLOBAL X FDS (BOTZ $36.05)
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Bitfarms Ltd. (BITF $7.00)
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VanEck Vectors Semiconductor ETF (SMH $342.83)
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GLOBAL X FDS (AIQ $50.50)
Q: Retired, dividend-income investor with a well diversified portfolio (in my opinion anyway). My proxy for the technology sector is XIT and it has performed very well over the long time period I have held it. I like using your charting ability to compare XIT to QQQ or other related tech companies or ETFs....great feature!
Question #1 = With all of the "AI" interest right now, I wonder how much exposure does XIT have to the AI theme? Which of the embedded companies within XIT have AI exposure?
Question # 2 = Is there is an ETF that focuses on AI-related companies or is there an ETF that focuses on AI-generated stock picks (in any sector) and what your thoughts are?
Thanks....Steve
Question #1 = With all of the "AI" interest right now, I wonder how much exposure does XIT have to the AI theme? Which of the embedded companies within XIT have AI exposure?
Question # 2 = Is there is an ETF that focuses on AI-related companies or is there an ETF that focuses on AI-generated stock picks (in any sector) and what your thoughts are?
Thanks....Steve
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Toronto-Dominion Bank (The) (TD $111.06)
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Bank of Montreal (BMO $175.05)
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Constellation Software Inc. (CSU $3,814.13)
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Celestica Inc. (CLS $389.08)
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BRP Inc. Subordinate Voting Shares (DOO $94.50)
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goeasy Ltd. (GSY $159.40)
Q: I own the above listed Canadian Stocks. Please rate each one as a BUY, HOLD or SELL and the reasons for your rating. Thank You.
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Amazon.com Inc. (AMZN $213.04)
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Alphabet Inc. (GOOG $253.79)
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Microsoft Corporation (MSFT $513.58)
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Eaton Corporation PLC (ETN $373.30)
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Johnson Controls International plc (JCI $108.83)
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Oracle Corporation (ORCL $291.31)
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Quanta Services Inc. (PWR $433.85)
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Celestica Inc. (CLS $389.08)
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EnerSys (ENS $121.08)
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Modine Manufacturing Company (MOD $153.79)
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Sterling Infrastructure Inc. (STRL $355.58)
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Vertiv Holdings LLC Class A (VRT $174.00)
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Nebius Group N.V. (NBIS $113.44)
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TSS Inc. (TSSI $16.20)
Q: Oracle's outlook seems to have reverberated through adjacent companies with VRT, MOD, etc., etc., all popping. Ellison has made some pretty remarkable statements about expected growth over the next 4 years, and he does not appear, to me anyway, to be overselling.
My question is about three areas to look at:
1) Other cloud service providers.
2) The nuts and bolts builders of the data centers.
3) Companies in the electrical storage areas that might service the above.
However I have one main caveat, I am only interested in companies that have not had a 1,000% gain in the last 5 years. I know that might seem like a ridiculous criterion, but I keep imagining MOD or STRL investors running for the hills on a serious market pullback.
Thank-you again.
My question is about three areas to look at:
1) Other cloud service providers.
2) The nuts and bolts builders of the data centers.
3) Companies in the electrical storage areas that might service the above.
However I have one main caveat, I am only interested in companies that have not had a 1,000% gain in the last 5 years. I know that might seem like a ridiculous criterion, but I keep imagining MOD or STRL investors running for the hills on a serious market pullback.
Thank-you again.
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Amphenol Corporation (APH $125.65)
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Celestica Inc. (CLS $389.08)
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Comfort Systems USA Inc. (FIX $827.92)
Q: Hi again,
Like CLS, these stocks have risen quickly and might be overvalued. Like CLS, some analysts seem to think the ride can continue.
Would you be comfortable initiating a position, at which price and why, please?
Thank you
Like CLS, these stocks have risen quickly and might be overvalued. Like CLS, some analysts seem to think the ride can continue.
Would you be comfortable initiating a position, at which price and why, please?
Thank you
Q: How many shares has CLS bought back this year? Were most shares bought in April after the market dip? Thx
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Celestica Inc. (CLS $389.08)
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Alimentation Couche-Tard Inc. (ATD $74.95)
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AtkinsRéalis Group Inc. (ATRL $97.59)
Q: Could you name 2 or 3 Canadian company's that have constant high buy backs on their stock this year?
Any you would consider buying?
Thank you.
Any you would consider buying?
Thank you.
Q: Whats popping CLS today?
Thx
Thx
Q: CLS or SHOP for growth in Canada? Is there another you prefer? Sector irrelevant.