Q: Why the big drop recently?
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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: Current thoughts on CLS please? Do you consider it to be in a comparable league as NVDIA and other AI plays ?
Thx
Thx
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NVIDIA Corporation (NVDA $192.57)
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Booking Holdings Inc. (BKNG $5,191.93)
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Celestica Inc. (CLS $364.51)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $135.53)
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Vertiv Holdings LLC Class A (VRT $168.88)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.12)
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Lumine Group Inc. (LMN $39.07)
Q: The stock market keeps on climbing ahead. At what point should we be careful due to valuation?
That being said, what are the top 5 Canadian and US stocks under current valuations?
Thanks
That being said, what are the top 5 Canadian and US stocks under current valuations?
Thanks
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.02)
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Celestica Inc. (CLS $364.51)
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Descartes Systems Group Inc. (The) (DSG $136.20)
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Kinaxis Inc. (KXS $185.61)
Q: Which of these 4 would you recommend for a 3 to 5 year hold and could you recommend order to buy and a comment on all? And perhaps an entry price level. Thanx.
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Celestica Inc. (CLS $364.51)
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Descartes Systems Group Inc. (The) (DSG $136.20)
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Enghouse Systems Limited (ENGH $20.79)
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Kinaxis Inc. (KXS $185.61)
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Alimentation Couche-Tard Inc. (ATD $72.67)
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Premium Brands Holdings Corporation (PBH $95.53)
Q: Hello,
I have owned these 3 stocks for a few years now and doing some portfolio cleanup and wondering if still worth holding - long term. I don’t trade. Can you please briefly comment on their potential individually and if some should be sold, in what order in your opinion. Thank you.
I have owned these 3 stocks for a few years now and doing some portfolio cleanup and wondering if still worth holding - long term. I don’t trade. Can you please briefly comment on their potential individually and if some should be sold, in what order in your opinion. Thank you.
Q: I'm having trouble nailing down exactly what CLS does. Is it a technology company or an industrial company? Also, do you think it would be a good time to invest in the company?
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.02)
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Celestica Inc. (CLS $364.51)
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Kinaxis Inc (KXSCF $132.47)
Q: Please recommend some Canadian companies whose stock prices will appreciate due to their activities in AI and data centres. Tx Ron L
Q: Whats popping this today?
Thx
Thx
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Microsoft Corporation (MSFT $522.40)
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NVIDIA Corporation (NVDA $192.57)
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Celestica Inc. (CLS $364.51)
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Descartes Systems Group Inc. (The) (DSG $136.20)
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ATS Corporation (ATS $36.90)
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Kinaxis Inc. (KXS $185.61)
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Alimentation Couche-Tard Inc. (ATD $72.67)
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Premium Brands Holdings Corporation (PBH $95.53)
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goeasy Ltd. (GSY $160.19)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $83.63)
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Veeva Systems Inc. Class A (VEEV $298.47)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.12)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.41)
Q: Help me!
My wife and I have a competition running in our TFSA accounts, which we started a few years back with the same cash balance. She is using the classic passive ETF strategy, except we got pissed off with bonds and moved that portion into QQQ/ICLN (TDB900, 902, 911 & QQQ, ICLN)
I am actively (quite low turnover) trading CDN and US stocks and ETF's
She is handing me my ass!
My current holdings in the CDN account are ATS, BAM, BN, GSY, KXS, XIT, PBH, WELL, WSP and US account AAPL, TFII, VEEV
Ignoring sector allocations (which i still need to look into), please advise any Buy, Hold or Sell recommendations for my current holdings with a 5 year horizon
My wife and I have a competition running in our TFSA accounts, which we started a few years back with the same cash balance. She is using the classic passive ETF strategy, except we got pissed off with bonds and moved that portion into QQQ/ICLN (TDB900, 902, 911 & QQQ, ICLN)
I am actively (quite low turnover) trading CDN and US stocks and ETF's
She is handing me my ass!
My current holdings in the CDN account are ATS, BAM, BN, GSY, KXS, XIT, PBH, WELL, WSP and US account AAPL, TFII, VEEV
Ignoring sector allocations (which i still need to look into), please advise any Buy, Hold or Sell recommendations for my current holdings with a 5 year horizon
Q: For growth which one would you pick?
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.02)
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Celestica Inc. (CLS $364.51)
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Mullen Group Ltd. (MTL $14.19)
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Surge Energy Inc. (SGY $7.37)
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Granite Real Estate Investment Trust (GRT.UN $76.53)
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Alimentation Couche-Tard Inc. (ATD $72.67)
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Tamarack Valley Energy Ltd. (TVE $6.19)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.20)
Q: I need to sell some of my shares . Of my list, which would you be inclined to sell first ? Please list them by order # 1to 8. Thanks
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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Adobe Inc. (ADBE $347.47)
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Celestica Inc. (CLS $364.51)
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TerraVest Industries Inc. (TVK $141.37)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $135.53)
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Ulta Beauty Inc. (ULTA $561.15)
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Crocs Inc. (CROX $80.39)
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ADF Group Inc. Subordinate Voting Shares (DRX $8.21)
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Vertiv Holdings LLC Class A (VRT $168.88)
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Celsius Holdings Inc. (CELH $64.26)
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Propel Holdings Inc. (PRL $26.46)
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
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.02)
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Constellation Software Inc. (CSU $3,949.97)
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Celestica Inc. (CLS $364.51)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.88)
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Docebo Inc. (DCBO $38.61)
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Propel Holdings Inc. (PRL $26.46)
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Lumine Group Inc. (LMN $39.07)
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
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Celestica Inc. (CLS $364.51)
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ATS Corporation (ATS $36.90)
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Agnico Eagle Mines Limited (AEM $226.82)
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Converge Technology Solutions Corp. (CTS $5.99)
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.
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Celestica Inc. (CLS $364.51)
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Capstone Copper Corp. (CS $13.28)
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Vitalhub Corp. (VHI $11.27)
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Docebo Inc. (DCBO $38.61)
Q: Can you please rank the above stocks in which you would purchase today? Thank you
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NVIDIA Corporation (NVDA $192.57)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.02)
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Constellation Software Inc. (CSU $3,949.97)
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Celestica Inc. (CLS $364.51)
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Descartes Systems Group Inc. (The) (DSG $136.20)
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Open Text Corporation (OTEX $55.20)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.88)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $83.63)
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Blockchain Technologies ETF (HBLK $31.52)
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Super Micro Computer Inc. (SMCI $57.98)
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Global X Big Data & Hardware Index ETF (HBGD.U $37.02)
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Coinbase Global Inc (COIN $387.00)
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CleanSpark Inc. (CLSK)
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Arm Holdings plc (ARM $170.66)
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