Investment Q&A

Q: GENI/SRAD Taking a bit of a hit today. Still up huge on the year obviously but is this decline a buying opportunity for someone looking to build a full position? What news or factors have created this decline?

Q: Any idea about why it’s been so strongly last month or so? I take it you still think this is a buy even after recent gains. Thanks.

Q: Hello,

I focus mainly on the balanced portfolio, but own stocks from each of the other 2 portfolios. Could you list and rank the top 3 or 4 from each on attractiveness to buy now.

Thank you

Q: Hello 5i,
New to portfolio analytics, can’t say enough about this team! Bravo.

Circumstances forced me to shuffle financially this past year.
43, pension, rentals. 55 freedom or forget it.

Highest conviction, growth, maj; tech, leaning themes to the next decade, a sprinkle of sector diversity, large/mid/small caps, predominantly US. I’m aware of course of all the caveats here lol. A 12-15 starter pack would be fabulous.

This is you starting today; You have 300k.
I do add 700 per week, please exclude
BN, TRI, ISRG, COST, HIMS, NBIS, NVDA, BKSY.

Eagerly waiting! Thank you.

Q: Are you comfortable buying PNG at current price? If not, what would be your target to buy? Looking to start a position.

There has been a couple questions lately regarding GSY and PRL. In one question, you answer PRL over GSY. And then the next day, you indicate GSY over PRL. Which do you consider a better buy for growth, and why? I think also you mentioned there was going to be a follow up report on PRL. Is that still the case?

Thanks!

Q: Which of the two companies are you more bullish on? Mid - Long term hold in a tfsa.

A reason please. Thank you

Q: What are your thoughts on how overvalued AI stocks are and what factors we should be concerned about that could cause the bubble to burst?

What are some good ideas for relatively safe stocks and etfs to hedge against a AI and tech weighted portfolio?

Q: Which for a growth orientated TFSA based on secular theme, current price , and expected growth. Thanks. Derek.

Q: Could you rank the growth of PNG, KXS,CLS,GLXY. Best first to least and would you rank hold/buy?

Thank you for your service!

Q: What are your thought on the take private offer, It seems like another low ball offer considering where it used to trade at . Probably a good offer for for the insiders!

Q: Any reason why CLS dropped $22CAN and is also down now $12US pre market?

Thanks

Q: I am happily overweight both GOOG and NBIS (just over 8% each). For obvious reasons, I am loathe to reduce my holdings of either of these multi-baggers. If this were your portfolio, how large a holding of each would you be comfortable with? On a related note, please compare the risk/reward profile of both GOOG and NBIS to PNG and comment on the advisability of using potential proceeds from a partial sale of either to purchase a half position in this small Canadian stock. Thank you.

Q: Your last question on this company is from 2021 and it has done rather well since then, up around 330%. What would be your current assessment?

Q: Hello,
The news release as of yesterday Sept 22, 2025, , "BitMine sells approximately 5.22 million shares at $70.00 per share and approximately 10.4 million warrants with a strike price of $87.50

BitMine common share sale is a 14% premium to the closing price of BitMine Common Stock on September 19, 2025

BitMine remains supported by a premier group of institutional investors including ARK's Cathie Wood, MOZAYYX, Founders Fund, Bill Miller III, Pantera, Kraken, DCG, Galaxy Digital and personal investor Thomas "Tom" Lee to support BitMine's goal of acquiring 5% of ETH"

Why would institutions pay a premium when they can simply buy it at market price for less than the $70 offering.. is it because at the market price which is less than $70, they won't get as many shares? I would appreciate your thoughts..

Q: I have $10k to invest and I want to buy some stocks (Canadian or CDR) that are underpriced.

I was thinking to invest in TRI, MDA, TFII, TVK and GSY. Maybe Amzn.

For a 3 year hold, how would you rank these stocks? Any other suggestions.

Q: All 3 stocks have recently been down and are continuing to drop today (Tuesday). Your blog on the CSU/Leonard call about AI recapped what was said and indicated premiums assigned to these stocks may be lowered. Looks like it's now underway. I was hoping for more thought on what might happen in the future? As many of your customers own these stocks, it would be nice if 5i could issue quick reports on them. Are they still rated high or have they gone down a notch, or two or three? Are they rated buy, hold or sell? Where does 5i see these stocks' prices in 3, 6 and 12 months from now? I realize there are many unknowns and predicting the future is tough, but 5i has done this generally quite well in the past. These 3 stocks appear to widely held and deserve more attention at this time.

Q: Can i have you opinion on this company please. What is the risk/reward opportunity.

Thank you for your assistance.

Q: I am looking for companies generating >20% over 1, 3, 6 month and 1, 3, 5 and10 years with steady growth and reasonable volatility. IAG meets my criteria and has eaten IFC's lunch over the above noted reporting periods. Would you endorse IAG and can you suggest other Canadian stocks meeting the same criteria. Thank you

Q: I had CELH on my watchlist 'forever' but its share price kept bolting away from me and I thought of giving up the chase. But I see the company has a consensus ‘strong buy’ . CFRA now rates it a hold , up from sell. Bespoke Investments added it today to its model “Growth Basket” . I add this information knowing you would not allow it to prejudice your thinking.

CELH looks overpriced to me. At best, risk-reward looks balanced. I am hesitant to buy (I am VERY shy , you know). Nevertheless, I am back to reviewing the business again. I would value your insight and your opinion, with substance please. What do you think of the prospects for appreciation in value of the shares.

Q: Good evening,

With the understanding that the above equities are to be considered high risk and somewhat speculative, in what order would you buy these (please exclude any names that you would not consider buyable)?

Are any of them particularly compelling at this time?

I already own a fair bit of IBIT and ETHA, as well as COIN, HOOD, GALAXY. but looking to add a little spice to the portfolio.

Thank you,