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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: BTQ Technologies is a small cap Canadian company engaged in the development of computer-based technology related to post-quantum cryptography for applications in blockchain and related technologies. Ir is up 450% since April. I don't see any questions on this company in your Q/A. I would appreciate you comments on the company.
Read Answer Asked by Ken on July 08, 2025
Q: Happy Summer day 5i Community :

Over the weekend watched a YouTube video of Tom Lee's interview with Korean news, Tom mentioned "GRNY" his recently inception ETF:Fundstrat Granny Shots US Large Cap ETF which runs a concentrated 35 large cap stocks, and has been out performed "QQQ" & "MAGS" so far this year. Could I have your opinion of this ETF if it is worth to give a try and rick facts associated with it please?

Thanks,
Read Answer Asked by Lin on July 07, 2025
Q: This is a hard stock to stomach. Do the wild swings in price have to do with the fact that it is not heavily traded? What size of a position would you recommend that an aggressive investor hold in a portfolio? My thinking with this name is that you either have to trade it or hold it and forget it. I am inclined to go with the latter option, subject to your comments about valuation. I note that the short float has increased recently which always makes me nervous. Thank you, Jason
Read Answer Asked by Jason on July 04, 2025
Q: Good problem to have - I own the above ETFs. Combined, there are now about 6% of my portfolio - I also own Axon, which is another 3% of my portfolio (up 65%). Am I getting too high into defence-related positions, or does the diversification in the ETFs mean that I could consider higher positions? What would you consider the top end regarding percentage of portfolio, and would you tie the Axon into the calculation? Thanks!
Read Answer Asked by Kim on July 03, 2025
Q: Hi 5i Team - First a general question on the topic of AI. Is agentic AI the sequel to generative AI and from an investment point of view are companies that are developing or involved with agentic AI ones we should be looking at now. Specifically is UiPath one to invest in along this theme and do you have any suggestions for other ones that may be equal to or better than UiPath. Thanks.
Read Answer Asked by Rob on July 02, 2025
Q: Can you analyze AVAV as a potential investment? Look at growth, moat, competitors and catalysts if you don't mind. The stock has had a good run but it seems to have potential with all of the new NATO spending that is projected. In addition, please suggest any other companies that you more strongly believe in as likely to benefit from military spending with an emphasis on smaller companies with higher risk, higher upside. Thanks and Happy Canada Day!
Read Answer Asked by Tim on July 02, 2025
Q: For Crypto exposure, I have a 1.5% position in COIN, a 2% position in GLXY (up 25%) and a .5% position in MSTE. I want to invest another 1.5% by either bringing COIN to 3% or investing in HOOD at 1.5%. Would you add to COIN or diversify into HOOD? Would you be comfortable with 5.5% total in diversified Crypto holdings?
Read Answer Asked by Kim on July 02, 2025
Q: Hello,

I read with interest this passage from a big fund quarterly report:

“We sold our smallest holding, Lumine, a small vertical market software business spun off from Constellation Software and still controlled by it. We’ve had trouble getting too excited about these spins from the mothership as we previously sold Topicus, another Constellation-owned business. These spinoffs tend to be nice businesses, but tiny and illiquid. Plus, Constellation continues to control the business economics and voting rights. It makes more sense for us to concentrate our research focus on Constellation.”

Is it fair to say that large funds often face challenges in initiating or maintaining meaningful positions in spinoffs like Lumine or Topicus, particularly due to limited liquidity and the ongoing control exerted by Constellation Software?

Thank you in advance for your insights.
Read Answer Asked by jean on July 02, 2025
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