Investment Q&A

Q: Thanks for NBIS! Any new calls that you like that could go the NBIS way? Thanks in advance.

Q: What is the news on RIOT, please. It seems to be on quite a tear lately, hitting new highs consistently. Thanks!

Q: Hello! Wondering if you have an updated opinion of BITF since your last comment? Thank you!

Q: It is said that AI will decrease the need for software or processes provided by software technology companies. Some fund managers have said that they have reduced their software holdings. Of the companies listed, are any more "immune" to the effects of AI?

Q: Hi again,
Like CLS, these stocks have risen quickly and might be overvalued. Like CLS, some analysts seem to think the ride can continue.
Would you be comfortable initiating a position, at which price and why, please?
Thank you

Q: I note that you have trimmed WELL and are adding CPH. Can you provide a bit more color on CPH. There are few questions in your database and the most recent mention by you has it well down in a long list of companies with growth potential so it is curious to me how it made it to your most recent add list. Many thanks. I too have grown weary of WELL so the might be a good time to move on, to CPH? Thank you

Q: This Tom Lee run company is modeled after Mr Saylor's MSTR but is based on ether instead of bitcoin. I own a small position in BMNR which though volatile is currently up from my entry price. You explained the value reduction of MSTR in a recent question based on competition. You referred to the investment approach in its current circumstances as "Ponzi-like." Could you explain your view on BMNR and whether it too has a Ponzi-like set up. Also if you held this equity would you sell and instead hold an ether ETF as a "safer" way to invest in ether as you recommended regarding MSTR and investing in bitcoin or is there a distinction between MSTR and BTMR such that you would continue to hold the latter. Appreciate your response.

Q: hi, dear team:

just sell pltr and have some cash, thinking about buy MSFT ,BN BAM, TLT OR GOOGLE at today price, hope can hear yours idea. try to buy and hold for long time .appreicate!

Q: May I have your thoughts on the future of this stock.
Are there others in this category with better prospects?
Thanks.

Q: What do you think of IREN? Would you buy it?

Q: Hi 5i
Just saw that nbis announced upsized private share offfering at $92,50
What does the deal mean and how will it affect the share price going forward...does it limit SP to $92.5 for the near future?

Would you continue to hold after this announcement?
thx

Q: Yesterday you answered a question regarding three companies you would buy for growth for five years, asked by Judith. You gave the first three and left out your favourite company of all time, CSU. I imagine that is because we are focusing on growth and CSU, being bigger than the others will likely grow less. I tend to be a little leery of lmn and don’t have a high percentage. But, where would it fit, and what would your choices be, if the question was asked in such a way that growth was important but also relative safety? Safety, not in the sense of say, the banks, but something with good prospects for above average growth?

Q: If you had 10K right now - and were not invested at all - and were 5 years away from using the money, where would you invest it for maximum growth?

Q: If someone wants to invest in a fashion company (clothing retail), which would be the best option today? I'm thinking of Lululemon, Aritzia, Roots, Groupe Dynamite (you’ve made good comments about this company), Canada Goose, etc. Thank you

Q: Hi I currently hold these US companies. Can you please suggest your top 10 US companies that would compliment these the best for a long term hold? In order ideally. A growth rating 1-10 (10 being the best) and a risk rating 1-10(10 being the riskiest)

Thanks so much

Q: Dear 5i
Out of the above listed stocks , what would be your order of preference in a margin account and a TFSA account . By preference i mean level of earnings and quality of company ?
Also would you add any of these names to an RRSP , assuming an otherwise balanced portfolio , or perhaps consider CLS , Nebius or SRAD instead ?
Thanks
Bill C

Q: Hi 5i!
Respecting these are two very different companies, do you feel they both have a strong growth story ahead and are a compelling buy today?

Do you prefer one over the other?

Thanks for all you do! Your guidance has been appreciated over the years!

Q: Astera Labs has been running nicely. Your thoughts on the near term, take profits or let it run?

Q: Hi,
MDA - down 25% today, good buying opportunity? What price for a new position?

NBIS - nice contract with MSFT, will gap up big tomorrow. Looking to add to current position. What price would you look to add more or wait for a pullback?

Thanks!

Q: If I am not wrong, you used in the past to tell good things about this company but since months it has completely disappeared from your considerations, mentions or recommendations. Have you changed your mind about this enterprise.? May I know your updated opinion and appreciation? Is it yet a good stock to keep in a range of 3 to 5 years?