Investment Q&A

Q: Is there anything you would buy today on the DeepSeek fallout? I have listed a few but am open to other suggestions. Thanks.

Q: Hello 5i Team,

Looking into your crystal ball for 2025, is this the year for AMD to finally show some stock price appreciation? I have held it for several years now, and am still underwater by over 12%.

I’m losing some patience, considering the relative growth in NVIDIA (which I’ve done exceptionally well with and still hold, thanks to 5i). I notice that in recent questions, some 5i members also hold AMD, and I’m wondering if you guys are not losing patience, as well?

Do you have three other tech or AI-related picks (any cap size) that you have a much stronger conviction in than AMD, for a three-year hold? Or, is there a potential catalyst on the horizon that might indicate staying the course with AMD?

Thanks very much,

Brad

Q: Good day,

I've picked up the above on 5i recommendations, and they started as small positions, but have done very well TVK+150%, VRT+200%, POWL +120%, and 3 months on CLBT+45%. I had a bit of usd in my TFSA and put it in CLS last week, already +20%. I assume much of that due to Trumps 'promises'.

Now that these small positions have become as much as say, my initial purchase amount on BAM, is this a thing that one adds to, since my initial buy was lower? Or now that it's a larger position you just let it ride? With 5is help and my own dd, I've been doing very on my winners:losers ratio, but have a hard time determining what is a good point to add in. Are these names worth adding to before they report next? Please rank in order with which you would add to.

Cheers,

James

Q: What does the market expect from Celestica next week?

Thx

Q: hi 5i, would you please provide me with 3 canadian names you think will benefit and growth under Trump's era mandate, any sector, high risk is OK.
thanks

Q: Hello 5i
Please tell me the expected 2025 growth rates for the above stocks.
Which order would you buy if different than highest to lowest growth?
Thank you
Dave

Q: I am considering adding to cls and or goog . Which is the best for future appreciation would your position be to buy goog with the new Trump gov. And poss tariffs being a risk with cls ?
Doug

Q: Hi Folks!

Could you tell me what the 24 month expected growth is for Datadog and Celestica? Do you see this as a good entry point or are these companies expensive based on your metrics? They have had quite the run up.
Would you wait for a pull back or be fine hopping in now.
This is for a 2-3 year hold.

Thanks so much for all you do!

Q: Can you rank the following stocks best to worst please? Thanks

Q: Is Celestica's performance supported by fundamentals.
Thank You
Peter

Q: As irrational as it seems,Trump may impose tariffs soon after his inauguration just to appease his voting base.A likely “knee jerk “reaction would send these stocks lower.Do you think this would create a buying opportunity?Are there others in your portfolios that could be affected? Some of this uncertainty must be already be priced in,but CLS seems immune to this.

Q: This morning you recommended VRT us. I am wondering if there is a Canadian company that is in the AI infrastructure sector and trades on TSX. Also what is the best etf that can be bought on the TSX that focusses on AI infrastructure (US).
Cheers Steve

Q: Yesterday, you gave me your top 4 conservative growth. Could you please give me your top 4 non-conservative growth in order please. Thanks Steve

Q: CSU is in a RRIF, and CLS is in trading A/C. Have $27000.00 room in TSFA. I am considering tsf 2 of 10 shs of CSU and 100 shs CLS to TSFA. Total approx $22972.. Would like your thoughts before I pull the trigger. Thanks
Rick

Q: I am still buying and looking around for the best possibilities. Today the motley fool listed the three Canadian stocks they would buy, if they could only buy three. I notice that you seem quite strong on cls these days. And perhaps I see you putting the breaks on for hps. I may be wrong on this perception regarding hps. But, I think you are getting stronger on cls. What would be your 3 stocks Canadian? I am particularly interested in your main reason for liking cls.? It has not corrected. I know you like moment, though. I wonder whether I would’ve put shop in it’s place with the recent drop?

Q: Please rank the following from best to worst for a long term hold. Thanks

Q: i've done well in 2024 with a number of 5i canadian small and mid cap picks such as CLS, PRL,TVK, WELL, HPS, etc.
I did similarly well with a number of picks in 2021 only to watch those gains evaporate in 2022.
I know 5i prefer not trying to time the market but i'm watching my 2024 winners trend down, some more than others.
I still believe in the fundamentals of my 2024 winners but if the market is trending down is there not some point one should step aside, take the profit and wait for a new or renewed uptrend?

Q: Can you please rank the above companies for capital appreciation over the next 2-3 years. No worries on Risk or Industry. Thanks again!

Q: I am looking for your top five CA and US stock ideas which capitalize on the AI boon, regardless of market cap. As well, what are your top three US cyber security ideas? Reasons for your picks would be appreciated. THX.

Q: In what order would you add to a TFSA the following: LMN, CLS, SHOP, BN, WELL

Always appreciate your excellent service.

Thank you.

Howard