Q: When I look at your website I notice a new director purchased $2 million dollars of shares on Oct.30th(Laurette T Kellner)Is that a significant purchase? What is the current short position and has been increasing? Thx
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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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Broadcom Inc. (AVGO $406.54)
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Micron Technology Inc. (MU $455.07)
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Celestica Inc. (CLS $542.89)
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Axon Enterprise Inc. (AXON $402.85)
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Vertiv Holdings LLC Class A (VRT $307.34)
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Nebius Group N.V. (NBIS $157.14)
Q: I want to have my TFSA grow bigger. Of the stocks listed, in what order would you add them to the TFSA? How long of a hold do you suggest, and what are target prices you'd be comfortable with? Is it better to wait for a pullback? Take as my question deductions as needed.
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Graphite One Inc. (GPH $1.17)
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Celestica Inc. (CLS $542.89)
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TerraVest Industries Inc. (TVK $133.70)
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Aritzia Inc. Subordinate Voting Shares (ATZ $139.93)
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Kraken Robotics Inc. (PNG $8.80)
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Vitality Products Inc. (VPI $0.03)
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Happy Belly Food Group Inc. (HBFG $1.68)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $94.79)
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Broadcom CDR (CAD Hedged) (AVGO)
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Palantir CDR (CAD Hedged) (PLTR $11.14)
Q: I have small amounts of these growth stocks balanced by dividend payers, and broad market etfs. If you were to reduce this list by streamlining it, which stocks would you eliminate and why?
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Celestica Inc. (CLS $542.89)
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goeasy Ltd. (GSY $32.54)
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Firan Technology Group Corporation (FTG $20.50)
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TerraVest Industries Inc. (TVK $133.70)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $226.37)
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Albemarle Corporation (ALB $197.75)
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Kraken Robotics Inc. (PNG $8.80)
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Zedcor Inc. (ZDC $5.75)
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Comfort Systems USA Inc. (FIX $1,650.47)
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Kratos Defense & Security Solutions Inc. (KTOS $70.99)
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BWX Technologies Inc. (BWXT $235.78)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Hims & Hers Health Inc. Class A (HIMS $28.82)
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Tantalus Systems Holding Inc. (GRID $5.91)
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Robinhood Markets Inc. (HOOD $90.75)
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Propel Holdings Inc. (PRL $23.33)
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Telesat Corporation Common and Variable Voting Shares (TSAT $70.94)
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Reddit Inc. Class A (RDDT $163.80)
Q: Everyone, On December 9th, i asked a question on multi baggers and you supplied the list stated above. I am now deciding - What rationale do i use to pick from the list? Is it 5 or 10 and which 5 or 10? My thought is to choose them all. Your thoughts would be appreciated. Clayton
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Broadcom Inc. (AVGO $406.54)
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Micron Technology Inc. (MU $455.07)
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NVIDIA Corporation (NVDA $201.68)
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Celestica Inc. (CLS $542.89)
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Vertiv Holdings LLC Class A (VRT $307.34)
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Nebius Group N.V. (NBIS $157.14)
Q: With the trillions of dollars being invested in the U.S. in 2026, what would be 5 companies that would benefit the most from that.
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Celestica Inc. (CLS $542.89)
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Vertiv Holdings LLC Class A (VRT $307.34)
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Nebius Group N.V. (NBIS $157.14)
Q: can you talk about these stocks as investments
Thank You
Peter
Thank You
Peter
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Royal Bank of Canada (RY $244.23)
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Toronto-Dominion Bank (The) (TD $144.17)
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Bank of Nova Scotia (The) (BNS $104.92)
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Enbridge Inc. (ENB $72.09)
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Sun Life Financial Inc. (SLF $96.31)
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Constellation Software Inc. (CSU $2,626.45)
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Dollarama Inc. (DOL $176.51)
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Intact Financial Corporation (IFC $262.16)
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Celestica Inc. (CLS $542.89)
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Toromont Industries Ltd. (TIH $210.90)
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Thomson Reuters Corporation (TRI $127.45)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $179.49)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.84)
Q: We are looking to inject more growth into our TFSAs - can accept reasonable degree of risk. Looking for concentrated list 10 stocks for 3-5 year hold.
Q: CLS: heading down - still very high P.E., very high price to C.F. etc. Selling due in part to profit taking for year-end? Lofty price going into 2026 of $600.00 per share? Buy for TFSA 100 shares? Risk vs potential as I do not follow this one and know very little about tech.
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BCE Inc. (BCE $33.01)
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Constellation Software Inc. (CSU $2,626.45)
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Celestica Inc. (CLS $542.89)
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goeasy Ltd. (GSY $32.54)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $94.79)
Q: A question for the 5i team that will likely be of interest to a lot of us do it yourselfers. With 2026 in the headlights and big gains in the TSX where do you see opportunity going forward. 1-Could you make recommendations on sectors you think will out perform or under perform. 2-Which markets do you see with the best potential. 3-Your three top picks in growth and three top picks in income. I have a lot of built up questions that you are welcome to, hoping for a good in-depth response as per the norm. Crystal ball gazing but better you than I!
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Celestica Inc. (CLS $542.89)
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Axon Enterprise Inc. (AXON $402.85)
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Vertiv Holdings LLC Class A (VRT $307.34)
Q: Morning and Happy Holidays to the 5i team,
Can you give your thoughts on these names and if the are a buy for a 3 to 5 year hold?
What would be a good entry point for all three of them and in order of preference.
Thanks
Joe
Can you give your thoughts on these names and if the are a buy for a 3 to 5 year hold?
What would be a good entry point for all three of them and in order of preference.
Thanks
Joe
Q: AI related spending/margin concerns have hit the market over past week and CLS has declined to below $400, again.
Any concerns ? Do you still expect the stock to trade to $500 over 12-18 months ?
Is it safe to add now or wait for a further pull back ?
Thanks
Any concerns ? Do you still expect the stock to trade to $500 over 12-18 months ?
Is it safe to add now or wait for a further pull back ?
Thanks
Q: Hello, I know 5i like both companies but if only one could be purchased which one would be best going out 3 years. CSU has lost some momentum in the last year and CLS seems to be chugging along nicely. Thank you
Q: Hi team,
Is CLS plummeting on Avgo results? Also why the negative reaction on Avgo with the earnings beat? I am not liking this market particularly tech. Any reason to sell off growth names right now it seems to happen with very little new catalysts in sight. Is it time to diversify away from tech with the portfolio already down approx 12% from highs. Or just ride out these growth names as usual? Thx
Shane
Is CLS plummeting on Avgo results? Also why the negative reaction on Avgo with the earnings beat? I am not liking this market particularly tech. Any reason to sell off growth names right now it seems to happen with very little new catalysts in sight. Is it time to diversify away from tech with the portfolio already down approx 12% from highs. Or just ride out these growth names as usual? Thx
Shane
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Constellation Software Inc. (CSU $2,626.45)
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Celestica Inc. (CLS $542.89)
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Thomson Reuters Corporation (TRI $127.45)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $179.49)
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Firan Technology Group Corporation (FTG $20.50)
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5N Plus Inc. (VNP $33.57)
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Kraken Robotics Inc. (PNG $8.80)
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Zedcor Inc. (ZDC $5.75)
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kneat.com inc. (KSI $4.29)
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Vitalhub Corp. (VHI $7.91)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Kits Eyecare Ltd. (KITS $15.19)
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Tantalus Systems Holding Inc. (GRID $5.91)
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Electrovaya Inc. (ELVA $13.22)
Q: I am down on these two companies in my TFSA, and am thinking of selling in favor of another Canadian growth company. I already own ELVA, FTG, GRID, KITS, PNG, VNP and ZDC. Which would you add to, or do you suggest adding another growth company.
Q: Hi Peter and 5i,
Between CLS and ANET which company would you currently invest for future stock appreciation? Say 5+ year time frame.
Thanks so much for your always stellar advice.
Between CLS and ANET which company would you currently invest for future stock appreciation? Say 5+ year time frame.
Thanks so much for your always stellar advice.
Q: For best growth over next three years CLS or FTT, or a bit of both?
Q: Celestica is being added to S&P/TSX Composite Index Dec 22. How will this affect the stock?
Thank You
Peter
Thank You
Peter
Q: Microsoft's C$7.5 billion investment in Canada (over the next two years), part of a larger C$19 billion commitment through 2027 may benefit some Canadian companies like GIB at 52 wk lows and CLS at 52 week highs.
I like beaten up dogs like GIB vs. high flyers.
What is your opinion of GIB these days.
Thank you
I like beaten up dogs like GIB vs. high flyers.
What is your opinion of GIB these days.
Thank you
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Celestica Inc. (CLS $542.89)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $179.49)
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goeasy Ltd. (GSY $32.54)
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Firan Technology Group Corporation (FTG $20.50)
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TerraVest Industries Inc. (TVK $133.70)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $226.37)
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Albemarle Corporation (ALB $197.75)
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Kraken Robotics Inc. (PNG $8.80)
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Zedcor Inc. (ZDC $5.75)
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Comfort Systems USA Inc. (FIX $1,650.47)
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Kratos Defense & Security Solutions Inc. (KTOS $70.99)
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BWX Technologies Inc. (BWXT $235.78)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Hims & Hers Health Inc. Class A (HIMS $28.82)
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Tantalus Systems Holding Inc. (GRID $5.91)
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Robinhood Markets Inc. (HOOD $90.75)
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Propel Holdings Inc. (PRL $23.33)
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Telesat Corporation Common and Variable Voting Shares (TSAT $70.94)
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Reddit Inc. Class A (RDDT $163.80)
Q: Everyone, i never understand what will make a multi bagger until one has already happened. What would you consider the characteristics of a multi bagger and what stocks do think will make that list in 10 or 20 years from now? Clayton
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Celestica Inc. (CLS $542.89)
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Super Micro Computer Inc. (SMCI $28.56)
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IREN Limited (IREN $48.12)
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Nebius Group N.V. (NBIS $157.14)
Q: 5i refers to Celestica as being cheaper than peers. What peers are you referring to?
THX
THX