Q: Can I ask you to comment on these three favourites with your best guess on the potential impact of AI on their future growth and earnings? I'm guessing based on previous comments that if ZDC is already using AI it will probably be net positive. For PNG possibly the same? But in the recent 5i report on KSI one of the potential risks listed was if a major customer developed their own in-house solutions….one could see how AI might facilitate that and end up being a net negative for KSI? Just curious if you have any thoughts or have picked up anything from any public comments from any of these companies? Thank you.
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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: Joby and Ramaco are each enjoying extreme price movements but for different reasons. Joby is partly owned by Baillie Gifford and Toyota; however, Ramaco has a fundamental history of success from its metallurgical coal operation. Which would be your choice for a speculative 5% purchase in an otherwise diversified portfolio?
Q: Hi 5i
From what I understand google has changed its AI driven search algorithm which will impact reddits traffic and revenues.
How would you evaluate the risk to RDDTs business and what action has reddit taken to fight this.
Where do you see reddit and SP going from here and would 5i start a new position at this time?
How comfortable, (1-10 rating with 1 being highest) would 5i be holding this one heading into earnings?
thx
From what I understand google has changed its AI driven search algorithm which will impact reddits traffic and revenues.
How would you evaluate the risk to RDDTs business and what action has reddit taken to fight this.
Where do you see reddit and SP going from here and would 5i start a new position at this time?
How comfortable, (1-10 rating with 1 being highest) would 5i be holding this one heading into earnings?
thx
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Intuitive Surgical Inc. (ISRG $586.24)
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AbbVie Inc. (ABBV $220.08)
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Eli Lilly and Company (LLY $1,063.56)
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Stryker Corporation (SYK $367.54)
Q: Good afternoon,
I’d like to commend 5i on the well thought out updates!
Looking to form a healthcare position. 3-5 positions. Long term growth in a TFSA.
These could be pharmaceutical, equipment etc etc.
Thank you very much.
I’d like to commend 5i on the well thought out updates!
Looking to form a healthcare position. 3-5 positions. Long term growth in a TFSA.
These could be pharmaceutical, equipment etc etc.
Thank you very much.
Q: Is there any recent news on this company? I'm thinking of moving on from my investment.
Q: ISRG has been limping along for the past several months. I am now down 2%. I also note this stock is not owned by any 5i staff. And yet 5i consistently recommends it as one of the solid high growth stocks to invest in for the next 3-5 years. What is it going to take to get the stock moving again...and (gazing into that crystal ball on your desk) how long before momentum shifts and it starts behaving better? Running out of patience here, especially when there are so many stocks out there that are performing better. Thank you.
Q: Could I have your current opinion on these vompanies
Q: Please update your October 2023 evaluation of this company. Specically: Margins, forward earnings, balance sheet, cash flow and growth potential.
Thank you as always for the excellent services.
Thank you as always for the excellent services.
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Galaxy Digital Inc. Class A common stock (GLXY $34.68)
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Coinbase Global Inc (COIN $240.78)
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Robinhood Markets Inc. (HOOD $115.27)
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ISHARES BITCOIN TR (IBIT $51.16)
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Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $78.59)
Q: Crypto. As a retiree, I have stayed away from the whole bitcoin field, and from afar, have watched my nephews exulting in their current success. Even at my age, I am not immune to FOMO. I am not fearful of risk but have stuck to areas that have some form of business that I can wrap my mind around. Like NBIS, and Kraken, thank you very much. If I was to stick my toe in the crypto area, what approach would you suggest? I'm guessing an ETF but which one? Thanks for your ongoing advice, to me and to all your other subscribers. Using 5i guidance over the years, I have a decently performing, balanced portfolio, weighted with RBC, SLF, ENB, the Brookfield gang and the like. A dash of crypto? all the best
Q: Good Morning,
Yesterday you responded to Mark on SBET. This stock has been nothing short or a rocket ship.
It is up 70% in the past week, 120% in the past month and 950% in the past 3 months.
I'm not quite sure how to ask the question, but how/when/why/ would you buy given the very recent performance mentioned above?
Sheldon
Yesterday you responded to Mark on SBET. This stock has been nothing short or a rocket ship.
It is up 70% in the past week, 120% in the past month and 950% in the past 3 months.
I'm not quite sure how to ask the question, but how/when/why/ would you buy given the very recent performance mentioned above?
Sheldon
Q: Greetings 5i, much recent Q&A on Zedcor. How long will it take the company to grow into its current valuation? How strong is the balance sheet and profitability? Thank you.
Q: Could you please comment on Bitmine immersion technologies?
Extremely volatile right now, but does this concept have any potential?
Thanks
Extremely volatile right now, but does this concept have any potential?
Thanks
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Intuitive Surgical Inc. (ISRG $586.24)
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NVIDIA Corporation (NVDA $184.86)
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Booking Holdings Inc. (BKNG $5,492.11)
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Kraken Robotics Inc. (PNG $7.90)
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Vitalhub Corp. (VHI $9.11)
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Axon Enterprise Inc. (AXON $631.69)
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Shopify Inc. (SHOP $164.48)
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Galaxy Digital Inc. Class A common stock (GLXY $34.68)
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Nebius Group N.V. (NBIS $97.93)
Q: With the run of NVDA over the last few year I now have a HUGE position in the stock and need to trim it.
Can you suggest 5 Canadian or US companies that could be the next NVDA in the next 5+ years and their growth and risk as well as any other details you may have on the companies.
Thanks
Joe
Can you suggest 5 Canadian or US companies that could be the next NVDA in the next 5+ years and their growth and risk as well as any other details you may have on the companies.
Thanks
Joe
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Alphabet Inc. (GOOG $329.14)
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Intuitive Surgical Inc. (ISRG $586.24)
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Booking Holdings Inc. (BKNG $5,492.11)
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Axon Enterprise Inc. (AXON $631.69)
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RTX Corporation (RTX $188.50)
Q: When talk all started about Trump and tariffs I cashed out of the market and have been sitting on the side lines. I realize the BS is far from over but am thinking on getting back in. What top 5 CAN and top 5 US picks be for a TFSA account. Looking to hold for 3 yrs.
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Broadcom Inc. (AVGO $344.97)
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Meta Platforms Inc. (META $653.06)
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Intuitive Surgical Inc. (ISRG $586.24)
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Netflix Inc. (NFLX $89.46)
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NVIDIA Corporation (NVDA $184.86)
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Booking Holdings Inc. (BKNG $5,492.11)
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Axon Enterprise Inc. (AXON $631.69)
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CrowdStrike Holdings Inc. (CRWD $470.61)
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Palantir Technologies Inc. (PLTR $177.49)
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Hims & Hers Health Inc. Class A (HIMS $31.69)
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Robinhood Markets Inc. (HOOD $115.27)
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Skyward Specialty Insurance Group Inc. (SKWD $46.66)
Q: Hello 5i Team,
What are your top 12 growth-oriented US stocks to buy in a TFSA for a 3-5 year hold?
Thanks in advance for your always helpful advice!
What are your top 12 growth-oriented US stocks to buy in a TFSA for a 3-5 year hold?
Thanks in advance for your always helpful advice!
Q: Good Morning
Your company seems very high on these 2 companies. I have done some research on both but can only invest in one.
Of the two Zedcor and Kracken robotics which would you choose to put in your TFSA and why.
Thks
Marcel
Your company seems very high on these 2 companies. I have done some research on both but can only invest in one.
Of the two Zedcor and Kracken robotics which would you choose to put in your TFSA and why.
Thks
Marcel
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Goosehead Insurance Inc. (GSHD $74.88)
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Shift4 Payments Inc. Class A (FOUR $66.88)
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Applovin Corporation (APP $647.72)
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Coinbase Global Inc (COIN $240.78)
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Cantaloupe Inc. (CTLP $10.71)
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Robinhood Markets Inc. (HOOD $115.27)
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Nebius Group N.V. (NBIS $97.93)
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Circle Internet Group Inc. Class A (CRCL $82.90)
Q: How would you rank the listed companies for new money today in a growth oriented portfolio?
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Celestica Inc. (CLS $420.38)
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CrowdStrike Holdings Inc. (CRWD $470.61)
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Palantir Technologies Inc. (PLTR $177.49)
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Applovin Corporation (APP $647.72)
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Coinbase Global Inc (COIN $240.78)
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Robinhood Markets Inc. (HOOD $115.27)
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Nebius Group N.V. (NBIS $97.93)
Q: What are some companies that would meet the criteria of accelerating earnings earnings surprises broker upgrades increase trade volume that 5i discussed on July 7 I am thinking CLS Any others that come to mind? Thx
Q: Good morning, you appreciate your opinion on DGX. Thanks
Q: Hello,
Can I please get your opinion of BYRN. It reports Q results this coming week. Thanks
Dave
Can I please get your opinion of BYRN. It reports Q results this coming week. Thanks
Dave