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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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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Celestica Inc. (CLS $454.05)
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Capstone Copper Corp. (CS $11.80)
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Vitalhub Corp. (VHI $9.37)
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Docebo Inc. (DCBO $29.73)
Q: Can you please rank the above stocks in which you would purchase today? Thank you
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NVIDIA Corporation (NVDA $182.55)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.03)
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Constellation Software Inc. (CSU $3,382.96)
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Celestica Inc. (CLS $454.05)
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Descartes Systems Group Inc. (The) (DSG $114.45)
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Open Text Corporation (OTEX $47.02)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.14)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $81.10)
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Blockchain Technologies ETF (HBLK $23.11)
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Super Micro Computer Inc. (SMCI $33.32)
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Global X Big Data & Hardware Index ETF (HBGD.U $31.33)
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Coinbase Global Inc (COIN $255.97)
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CleanSpark Inc. (CLSK)
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Arm Holdings plc (ARM $134.71)
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
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.03)
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Dollarama Inc. (DOL $199.13)
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Intact Financial Corporation (IFC $283.93)
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Restaurant Brands International Inc. (QSR $98.59)
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Stantec Inc. (STN $133.51)
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Celestica Inc. (CLS $454.05)
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Toromont Industries Ltd. (TIH $163.26)
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BRP Inc. Subordinate Voting Shares (DOO $91.00)
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.
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NVIDIA Corporation (NVDA $182.55)
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Booking Holdings Inc. (BKNG $4,875.37)
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Celestica Inc. (CLS $454.05)
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goeasy Ltd. (GSY $126.43)
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TerraVest Industries Inc. (TVK $121.33)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $160.75)
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Ulta Beauty Inc. (ULTA $514.59)
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Vertiv Holdings LLC Class A (VRT $168.85)
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Duolingo Inc. (DUOL $172.47)
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Propel Holdings Inc. (PRL $21.78)
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Lumine Group Inc. (LMN $27.15)
Q: What are you 5 favorite US and Canadian companies to invest in for 3 years RAK
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Celestica Inc. (CLS $454.05)
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Super Micro Computer Inc. (SMCI $33.32)
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Vertiv Holdings LLC Class A (VRT $168.85)
Q: Could CLS get a premium valuation similar to VRT and SCMI based on its forward earninggs and AI involvement?
Thx
Thx
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Celestica Inc. (CLS $454.05)
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TerraVest Industries Inc. (TVK $121.33)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $160.75)
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Vitalhub Corp. (VHI $9.37)
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Propel Holdings Inc. (PRL $21.78)
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
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Applied Materials Inc. (AMAT $230.91)
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NVIDIA Corporation (NVDA $182.55)
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Celestica Inc. (CLS $454.05)
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Arista Networks Inc. (ANET $122.17)
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Cadence Design Systems Inc. (CDNS $304.47)
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Super Micro Computer Inc. (SMCI $33.32)
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Datadog Inc. (DDOG $158.44)
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Vertiv Holdings LLC Class A (VRT $168.85)
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Palantir Technologies Inc. (PLTR $162.25)
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Arm Holdings plc (ARM $134.71)
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
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NVIDIA Corporation (NVDA $182.55)
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Celestica Inc. (CLS $454.05)
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Pure Storage Inc. Class A (PSTG $82.13)
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CrowdStrike Holdings Inc. (CRWD $506.82)
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Datadog Inc. (DDOG $158.44)
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Vertiv Holdings LLC Class A (VRT $168.85)
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Palantir Technologies Inc. (PLTR $162.25)
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??
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Celestica Inc. (CLS $454.05)
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TerraVest Industries Inc. (TVK $121.33)
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EQB Inc. (EQB $86.24)
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Decisive Dividend Corporation (DE $7.06)
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Payfare Inc. Class A Common Shares (PAY $4.00)
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ADF Group Inc. Subordinate Voting Shares (DRX $7.15)
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Topicus.com Inc. (TOI $125.34)
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Lumine Group Inc. (LMN $27.15)
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
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Celestica Inc. (CLS $454.05)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.14)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.65)
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Lumine Group Inc. (LMN $27.15)
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
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Constellation Software Inc. (CSU $3,382.96)
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WSP Global Inc. (WSP $240.45)
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Celestica Inc. (CLS $454.05)
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Descartes Systems Group Inc. (The) (DSG $114.45)
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Toromont Industries Ltd. (TIH $163.26)
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TFI International Inc. (TFII $118.86)
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ATS Corporation (ATS $34.31)
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Thomson Reuters Corporation (TRI $186.90)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.14)
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Lumine Group Inc. (LMN $27.15)
Q: Please provide me with your 5 of your best Industrial companies and Tech companies
Q: I am investigating CLS as a potential long term investment. In a recent answer to a question, 5i stated that CLS seems to be putting things together much better now. What is CLS putting together much better now, and is it sustainable? How important is AI, to CLS future share price? Could you elaborate on the most major risk to CLS share price? Would you consider CLS a good hold for five plus years?? Thanks for the excellent analysis!
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Intuitive Surgical Inc. (ISRG $568.48)
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NVIDIA Corporation (NVDA $182.55)
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Booking Holdings Inc. (BKNG $4,875.37)
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Eli Lilly and Company (LLY $1,070.16)
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Celestica Inc. (CLS $454.05)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $160.75)
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Axon Enterprise Inc. (AXON $524.60)
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Eagle Materials Inc (EXP $211.15)
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Powell Industries Inc. (POWL $300.08)
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Vertiv Holdings LLC Class A (VRT $168.85)
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Celsius Holdings Inc. (CELH $37.92)
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Lumine Group Inc. (LMN $27.15)
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Nextpower Inc. (NXT $86.86)
Q: Thanks to 5i, over the recent past, I have DCA these stocks, holding less than 5% with room to add based on your advice.
a) 3% - AXON VRT HPS ISRG LMN
b) 2% - BKNG CLS LLY NVDA CELH
c) 1% - POWL NXT EXP
Please rank those that you would be comfortable adding to [DCA] now - with target percentages. For example, would you add to AXON first and, if so, to what percentage.
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a) 3% - AXON VRT HPS ISRG LMN
b) 2% - BKNG CLS LLY NVDA CELH
c) 1% - POWL NXT EXP
Please rank those that you would be comfortable adding to [DCA] now - with target percentages. For example, would you add to AXON first and, if so, to what percentage.
.
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Celestica Inc. (CLS $454.05)
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Super Micro Computer Inc. (SMCI $33.32)
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Axon Enterprise Inc. (AXON $524.60)
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Vertiv Holdings LLC Class A (VRT $168.85)
Q: Of the 4 names which one would you be a buyer of this week?
Q: Dear 5i
I`m reading that some analysts see CLS as a stock that won`t do any better than what the market in general is suppose to return , and as such is not worth the investment maybe when compared to other stocks . What would you say ? Also EQB or GSY and why ?
Thanks
Bill C
I`m reading that some analysts see CLS as a stock that won`t do any better than what the market in general is suppose to return , and as such is not worth the investment maybe when compared to other stocks . What would you say ? Also EQB or GSY and why ?
Thanks
Bill C
Q: Why the big jump in price Thursday?
Sheldon
Sheldon