Q: After a strong quarter the weakness seems strange in a strong market for tech. Was there something in the conferance call? I realize it's only a few trading days, but I'm a relatively new shareholder and dont like that ugly red color on my screen when most everything else in tech is a beautiful green color.
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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.
- Adobe Inc. (ADBE)
- Celestica Inc. (CLS)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Ulta Beauty Inc. (ULTA)
- Crocs Inc. (CROX)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Propel Holdings Inc. (PRL)
Q: Hi team,
About 6 month ago, you provided a list of 10 stocks you considered "high conviction" buys. Thus, I bought VRT, HPD.A, LLMN. I have no regrets so far....for good reasons.
Grateful if you would provide your actual high conviction list, both in Canadian and U.S. stocks, indicating your order of strongest conviction.
Gratefully,
Jacques IDS
About 6 month ago, you provided a list of 10 stocks you considered "high conviction" buys. Thus, I bought VRT, HPD.A, LLMN. I have no regrets so far....for good reasons.
Grateful if you would provide your actual high conviction list, both in Canadian and U.S. stocks, indicating your order of strongest conviction.
Gratefully,
Jacques IDS
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Celestica Inc. (CLS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Docebo Inc. (DCBO)
- Propel Holdings Inc. (PRL)
- Lumine Group Inc. (LMN)
Q: Hi 5i: I have a small position in LMN. I will add PRL with a pullback??? I would like to add a 3rd Canadian from the tech space.
I would appreciate your recommendation for this addition. Thank you for you your suggestion.
Tom
I would appreciate your recommendation for this addition. Thank you for you your suggestion.
Tom
Q: comment on Celestica's results vs estimates, please.
Thx
Thx
Q: Hello, Nice call on VRT !!! Despite the last quarter's miss, stock continued to be strongly supported by 5i and now it blew past Earnings and Guidance !! So, now, do you expect a similar performance from CLS, after close Today ? If yes, at what levels, it would make sense to add to these two companies ? We have a 1% and 1.75% position in VRT and CLS, respectively. Thank You
- Celestica Inc. (CLS)
- ATS Corporation (ATS)
- Agnico Eagle Mines Limited (AEM)
- Converge Technology Solutions Corp. (CTS)
Q: Greetings 5i Team,
In what order would you introduce these companies to a TFSA? I am looking for growth with an eye on risk.
Is there any among these that you would prefer not to add at this time?
Thank you
SP
In what order would you introduce these companies to a TFSA? I am looking for growth with an eye on risk.
Is there any among these that you would prefer not to add at this time?
Thank you
SP
Q: Hi - would love your thoughts on why CLS is falling faster than its peers of late. Would you suggest continuing to hold (if long) or buy if not owned? How concerned are you about upcoming EPS release? Many thanks as always.
Q: Can you please rank the above stocks in which you would purchase today? Thank you
- NVIDIA Corporation (NVDA)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Celestica Inc. (CLS)
- Descartes Systems Group Inc. (The) (DSG)
- Open Text Corporation (OTEX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- iShares S&P/TSX Capped Information Technology Index ETF (XIT)
- Blockchain Technologies ETF (HBLK)
- Super Micro Computer Inc. (SMCI)
- Global X Big Data & Hardware Index ETF (HBGD.U)
- Coinbase Global Inc (COIN)
- CleanSpark Inc. (CLSK)
- Arm Holdings plc (ARM)
Q: Good morning
these three ETFs have stellar one year performance to January 6th according to your March issue of Money Saver magazine. Do you see them topped out for the present or would you still see a buying opportunity here
GUY
these three ETFs have stellar one year performance to January 6th according to your March issue of Money Saver magazine. Do you see them topped out for the present or would you still see a buying opportunity here
GUY
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Dollarama Inc. (DOL)
- Intact Financial Corporation (IFC)
- Restaurant Brands International Inc. (QSR)
- Stantec Inc. (STN)
- Celestica Inc. (CLS)
- Toromont Industries Ltd. (TIH)
- BRP Inc. Subordinate Voting Shares (DOO)
Q: Have some cash available to add to one or 2 of the following: CLS, DOL, DOO, GIB.A, IFC, QSR, STN, TIH. For a purchase at the current price, please rank from 1 through 8, for total return over the next 3 - 5 years. I believe you are pretty positive about each of these companies. No concerns about sector allocation.
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Celestica Inc. (CLS)
- goeasy Ltd. (GSY)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Ulta Beauty Inc. (ULTA)
- Vertiv Holdings LLC Class A (VRT)
- Duolingo Inc. (DUOL)
- Propel Holdings Inc. (PRL)
- Lumine Group Inc. (LMN)
Q: What are you 5 favorite US and Canadian companies to invest in for 3 years RAK
Q: Could CLS get a premium valuation similar to VRT and SCMI based on its forward earninggs and AI involvement?
Thx
Thx
- Celestica Inc. (CLS)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Vitalhub Corp. (VHI)
- Propel Holdings Inc. (PRL)
Q: Greetings 5i team,
What are your favorite Canadian small cap, growth stocks, in order of preference, right now.
Thank you
SP
What are your favorite Canadian small cap, growth stocks, in order of preference, right now.
Thank you
SP
- Applied Materials Inc. (AMAT)
- NVIDIA Corporation (NVDA)
- Celestica Inc. (CLS)
- Arista Networks Inc. (ANET)
- Cadence Design Systems Inc. (CDNS)
- Super Micro Computer Inc. (SMCI)
- Datadog Inc. (DDOG)
- Vertiv Holdings LLC Class A (VRT)
- Palantir Technologies Inc. Class A (PLTR)
- Arm Holdings plc (ARM)
Q: Can you please prioritize the top 10 up and coming AI stocks for future growth?
Q: Hi There Would there be any reason for the drop in Celestica shares lately . Could you comment on it going forward ? thanks Larry
Q: Hi, Celestica shares pulled back, over past 2-3 days, along with most AI related stocks. However, most of these names including CLS nicely bounced back today. I managed to start a small 1% position, yesterday at $59. Based on your favourable comments ( also in 5i Growth Portfolio), and as a strong beneficiary of the AI related future growth, I would be inclined to hold on to this as a core position and may be add more, over time. What is your view on its current valuation and where do you see the stock in, say 18-24 months from now ? Thanks
- NVIDIA Corporation (NVDA)
- Celestica Inc. (CLS)
- Pure Storage Inc. Class A (PSTG)
- CrowdStrike Holdings Inc. (CRWD)
- Datadog Inc. (DDOG)
- Vertiv Holdings LLC Class A (VRT)
- Palantir Technologies Inc. Class A (PLTR)
Q: Can you suggest an AI
play at this stage. A little late to the game perhaps??
play at this stage. A little late to the game perhaps??
- Celestica Inc. (CLS)
- TerraVest Industries Inc. (TVK)
- EQB Inc. (EQB)
- Decisive Dividend Corporation (DE)
- Payfare Inc. Class A Common Shares (PAY)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: These stocks have had some very nice gains over the last few months. CLS, DE, DRX, EQB, LMN, PAY, TOI, TVK. If you held a partial position in these and wanted to add to the position to create a full position, which ones would you just buy at the current market price despite big run up? Are there some that you would try to buy at a somewhat lower price? If so, what price would you use?
Q: CLS had almost doubled in a month.
Do you think this is justified or unmitigated exuberance?
Sheldon
Do you think this is justified or unmitigated exuberance?
Sheldon
- Celestica Inc. (CLS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: Hi Team,
I have a small amount of Nvei left in my portfolio. I was looking at selling the remaining shares and adding to one of the following names : LMN, Shop, Bn, or CLS would be a “new” buy. Which would you recommend buying today ? Long term share price appreciation in mind here.
Thanks ,
Shane
I have a small amount of Nvei left in my portfolio. I was looking at selling the remaining shares and adding to one of the following names : LMN, Shop, Bn, or CLS would be a “new” buy. Which would you recommend buying today ? Long term share price appreciation in mind here.
Thanks ,
Shane