Q: CLS or SHOP for growth in Canada? Is there another you prefer? Sector irrelevant.
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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: CL has bounced quite nicely in the last few weeks. Still ok at this price? Where do you see this going, realizing its only an educated guess?
Thanks, Mike
Thanks, Mike
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Alphabet Inc. (GOOG $318.47)
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Micron Technology Inc. (MU $223.93)
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NVIDIA Corporation (NVDA $182.55)
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United Rentals Inc. (URI $811.00)
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Celestica Inc. (CLS $454.05)
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Advanced Micro Devices Inc. (AMD $215.05)
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Axon Enterprise Inc. (AXON $524.60)
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Shopify Inc. (SHOP $155.31)
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Celsius Holdings Inc. (CELH $37.92)
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Nebius Group N.V. (NBIS $91.90)
Q: I recently sold Nvidia in my tfsa. I sold a call option on it and it was pretty close to the strike price, I let it get called away, since I am overweight Nvidia. Now that it is down I am tempted to buy it again. I can’t let myself forget the overweight aspect, though. Do you have another suggestion that I could replace it with? I want something nearly as good that I can sell options on, thus no or a small dividend. Sector doesn’t matter. I am also full weight on Shopify and Google. I am also open to smaller stocks that could show growth and are relatively safe—celestica and Nebius?
Thanks
Thanks
Q: A question was asked about the growth of these two. Celestica won. But, how would you compare the safety?
Thanks
Thanks
Q: I’ve been holding BYD for a long long time and just again moved into the black and am positive on it by a few percent. I was stopped out of CLS at 150 and have not owned it since. My thought was sell Boyd and by Celestica what do you think of that trade?
In 5 years will I be happy I did it?
Please consider the trade on its own. Portfolio mix is fine
Sheldon
In 5 years will I be happy I did it?
Please consider the trade on its own. Portfolio mix is fine
Sheldon
Q: Hi team,
In your opinion is it a good day to add to CLS being its down 8% at the moment? Or is it looking like some pain ahead after the nvda earnings sell off and sept coming?
Shane
In your opinion is it a good day to add to CLS being its down 8% at the moment? Or is it looking like some pain ahead after the nvda earnings sell off and sept coming?
Shane
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Broadcom Inc. (AVGO $377.96)
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Costco Wholesale Corporation (COST $886.12)
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Alphabet Inc. (GOOG $318.47)
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Intuitive Surgical Inc. (ISRG $568.48)
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NVIDIA Corporation (NVDA $182.55)
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JPMorgan Chase & Co. (JPM $298.00)
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Constellation Software Inc. (CSU $3,382.96)
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Dollarama Inc. (DOL $199.13)
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Intact Financial Corporation (IFC $283.93)
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Celestica Inc. (CLS $454.05)
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FirstService Corporation (FSV $213.90)
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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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goeasy Ltd. (GSY $126.43)
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TerraVest Industries Inc. (TVK $121.33)
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Axon Enterprise Inc. (AXON $524.60)
Q: For a 5-10 year hold within a TFSA could you please provide your top 10 Canadian stocks or CDR’s ranked by total return/compounding potential? For a non-registered account with a 3-5 year timeframe could you also do a top 10 list including both Canadian or US equities (no CDR’s), again ranked by total return/compounding potential? Thanks.
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.03)
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Celestica Inc. (CLS $454.05)
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Kinaxis Inc. (KXS $175.83)
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Open Text Corporation (OTEX $47.02)
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Docebo Inc. (DCBO $29.73)
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D2L Inc. Subordinate Voting Shares (DTOL $16.90)
Q: Hi there, what would be the best risk to reward AI play on the TSX? Would it be CLS? If not CLS, what name would it be? And could you maybe provide a few names that you have conviction in, in order? Thank you!
Q: On August 12th you gave $270 as a reasonable entry point for CLS. Now that it is around $250 and appears to be still dropping and potential for volatility in September would you add now or wait until it appears to settle?
Thanks for all your help,
Mike
Thanks for all your help,
Mike
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Celestica Inc. (CLS $454.05)
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Kraken Robotics Inc. (PNG $5.39)
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Zedcor Inc. (ZDC $6.00)
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Vitalhub Corp. (VHI $9.37)
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Topicus.com Inc. (TOI $125.34)
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BlackSky Technology Inc. Class A (BKSY $16.05)
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Propel Holdings Inc. (PRL $21.78)
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Lumine Group Inc. (LMN $27.15)
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Nebius Group N.V. (NBIS $91.90)
Q: Please rank the following stocks to purchase today for greatest growth potential. Thanks
Q: Hi team,
With no consideration for anything other than total share price return, which of these 2 names ( Well, CLS) do you see performing better from today’s levels? Well has been lagging for some time now . Wondering whether my investment is better spent buying into CLS now that it’s pulled back a little bit in the last couple days.
Thanks,
Shane
With no consideration for anything other than total share price return, which of these 2 names ( Well, CLS) do you see performing better from today’s levels? Well has been lagging for some time now . Wondering whether my investment is better spent buying into CLS now that it’s pulled back a little bit in the last couple days.
Thanks,
Shane
Q: Down 10% over last 2 days. Any reason I should know?
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Alphabet Inc. (GOOG $318.47)
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NVIDIA Corporation (NVDA $182.55)
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United Rentals Inc. (URI $811.00)
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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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Kraken Robotics Inc. (PNG $5.39)
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Axon Enterprise Inc. (AXON $524.60)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.65)
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Lumine Group Inc. (LMN $27.15)
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Nebius Group N.V. (NBIS $91.90)
Q: I'm going through some portfolio trimming. If restricted to 10 growth stocks today, what would be your choices?
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NVIDIA Corporation (NVDA $182.55)
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Constellation Software Inc. (CSU $3,382.96)
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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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Kraken Robotics Inc. (PNG $5.39)
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CrowdStrike Holdings Inc. (CRWD $506.82)
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Applovin Corporation (APP $559.80)
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Sportradar Group AG (SRAD $21.52)
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Lumine Group Inc. (LMN $27.15)
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Nebius Group N.V. (NBIS $91.90)
Q: My tech holdings have once again climbed to a big part of my portfolio (37%). So it is time to trim/sell some holdings. Can you please rank the above holdings, favorite to least favorite right now. Portfolio allocation recommends 16 %, but i will probably aim for 25-30%. Does that sound reasonable? Tech companies seem to be the ones that are growing the fastest.
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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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Kinaxis Inc. (KXS $175.83)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.14)
Q: Looking at these Canadian tech heavyweights, could you rank what you would buy today for long term hold and why?
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Celestica Inc. (CLS $454.05)
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goeasy Ltd. (GSY $126.43)
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kneat.com inc. (KSI $4.15)
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Vitalhub Corp. (VHI $9.37)
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Kratos Defense & Security Solutions Inc. (KTOS $74.11)
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Vertiv Holdings LLC Class A (VRT $168.91)
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Palantir Technologies Inc. (PLTR $162.25)
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Applovin Corporation (APP $559.80)
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Coinbase Global Inc (COIN $255.97)
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Robinhood Markets Inc. (HOOD $114.97)
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IonQ Inc. (IONQ $46.76)
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Propel Holdings Inc. (PRL $21.78)
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Nebius Group N.V. (NBIS $91.90)
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SoundHound AI Inc. (SOUN $11.95)
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Rocket Lab Corporation (RKLB $42.45)
Q: In the past few weeks you have answered questions and reviewed results on a number of stocks that generate a considerable amount of attention and endorsement by 5i
such as - HOOD,VRT,COIN,PLTR,KSI,APP,IONQ,PRL,GSY,KTOS,SOUN,RKLB,VHI,NBIS and CLS - having digested those recent results and conference calls are there any that have impressed beyond your expectations or, conversely, raised any red flag?
Thanks,
Terry
such as - HOOD,VRT,COIN,PLTR,KSI,APP,IONQ,PRL,GSY,KTOS,SOUN,RKLB,VHI,NBIS and CLS - having digested those recent results and conference calls are there any that have impressed beyond your expectations or, conversely, raised any red flag?
Thanks,
Terry
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Dollarama Inc. (DOL $199.13)
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WSP Global Inc. (WSP $240.45)
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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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goeasy Ltd. (GSY $126.43)
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5N Plus Inc. (VNP $18.90)
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Galaxy Digital Inc. Class A common stock (GLXY $34.97)
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MDA Space Ltd. (MDA $23.37)
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Propel Holdings Inc. (PRL $21.78)
Q: Hi, all of these stocks look quite over-valued. Please rank them in order of which ones you might start nibbling on, along with general entry prices. I know you don't like to time the market, but there may very well be dips coming up! Thank you.
Q: Is tyhere an archive for your best stock ideas. I knoe CLS was there last month not sure what else.
Thx
Thx
Q: for a long term hold, which stock looks best to you - Lumine or Celestica. Many thanks
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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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Tesla Inc. (TSLA $417.78)
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Miscellaneous (MISC)
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Galaxy Digital Inc. Class A common stock (GLXY $34.97)
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Robinhood Markets Inc. (HOOD $114.97)
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Rocket Lab Corporation (RKLB $42.45)
Q: Hi there, if you had to buy 3 Canadian and 3 US stocks today that you feel have multibagger potential, looking out 5 to 10 years, which stocks would they be? Not looking for names that high a decent chance to go to 0 either however!