Q: Would NBIS be a stock that you would feel comfortable holding through a proper market downturn (ie, like 2022)? Or would you consider it to be too small / unproven at this time?
Thank you
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: I see that Fidelity Global Innovators Fund (FINN) shows a very high return over the past year. Could you please provide some commentary/information on holdings, yield, how they have achieved such a annual high return, outlook, and what the risks are of owning this fund. Thank you.
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
Doug
Q: Recently, Vaneck Digital Transformation ETF has come to my attention. What are your thoughts on it? Are there other options that you prefer to it? thx,
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Amazon.com Inc. (AMZN)
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Broadcom Inc. (AVGO)
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Meta Platforms Inc. (META)
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NVIDIA Corporation (NVDA)
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MicroStrategy Incorporated (MSTR)
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iShares U.S. Technology ETF (IYW)
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CrowdStrike Holdings Inc. (CRWD)
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Vertiv Holdings LLC Class A (VRT)
Q: I need to consolidate my tech holdings:I own NVDA, AVGO, VRT, CRWD, MSTR, AMZN, META and IYW (about 3% for each holding). Which stocks should I sell and why- for a long term hold?
Q: Any change since the December 2024 thought of "We would still be willing to hold pending the outcome of the review." Continue holding or time to move on? It is 0.8% of our portfolio.
Thanks!
Thanks!
Q: Your thoughts please on the latest TOI acquisition? Looks to be fairly sizable.
Thx
Thx
Q: NVDX Can you tell me anything about this ETF. I see no data. Is it investible?
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!
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: I have a half position in LMN - with the current dip would you recommend topping it up or is there another stock you prefer?
Q: Is Celestica's performance supported by fundamentals.
Thank You
Peter
Thank You
Peter
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Vertiv Holdings LLC Class A (VRT)
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Cellebrite DI Ltd. (CLBT)
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Symbotic Inc. (SYM)
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Nebius Group N.V. (NBIS)
Q: Dear 5i
I currently hold VRT in my TFSA and was considering adding NBIS but was wondering if they are too similar in terms of what they do . If so could you recommend another smaller cap high growth stock instead .
Thanks
Bill C
I currently hold VRT in my TFSA and was considering adding NBIS but was wondering if they are too similar in terms of what they do . If so could you recommend another smaller cap high growth stock instead .
Thanks
Bill C
Q: I have read the question history on Quantum related companies and have noted that these 4 seem to be most well known.
Are there any publicly traded, earlier stage (not yet pumped) companies that are worth monitoring for future potential? Not companies you buy today but companies with interesting concepts/potential in this field that could be "next".
Are there any publicly traded, earlier stage (not yet pumped) companies that are worth monitoring for future potential? Not companies you buy today but companies with interesting concepts/potential in this field that could be "next".
Q: Happy New Year 5i team,
I have been holding this name TEAM for several years. It has been underwater for a long period of time until 3 months ago (November of 2024). What is your outlook for this name? If replace it with a better Growth one, what would be your recommendation? Thanks.
I have been holding this name TEAM for several years. It has been underwater for a long period of time until 3 months ago (November of 2024). What is your outlook for this name? If replace it with a better Growth one, what would be your recommendation? Thanks.
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
Cheers Steve
Q: Not a question, but a response to today's question on Lumine. There was a relevant news release yesterday from Incognito Software Systems: https://www.stockwatch.com/News/Item/Z-C!LMN-3641751/C/LMN. At the end of the item, Incognito is descibed as a Lumine Group company.
Q: Hi there. I am wondering your thoughts on QQQI as a way to capture the 100 biggest tech growth names and get an outsized yield (currently 12%) versus just owning VOO or something similar. I would like to generate income over time, and this would also be a way I could have some exposure to options without having to really understand how they work.
Does this thinking make sense? If so, what possible portfolio weighting would you suggest? Thanks for any information you can provide.
Does this thinking make sense? If so, what possible portfolio weighting would you suggest? Thanks for any information you can provide.
Q: Hi 5i Team, could you comment on the likelihood of Evertz Technologies being a takeover target in the near future. I have this as a small loss in a TFSA and trying to decide if I should continue to hold for the dividend or sell for a potentially higher growth stock. Any replacement suggestions welcomed.
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Super Micro Computer Inc. (SMCI)
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Comfort Systems USA Inc. (FIX)
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Dell Technologies Inc. Class C (DELL)
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Vertiv Holdings LLC Class A (VRT)
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Nebius Group N.V. (NBIS)
Q: Could you provide me with a few a few names that you feel will benefit from the build up of Data Centers to support AI and would Comfort Systems be on that list? Thank you.
Q: I am up ~800% on NVDA and plan is to hold for 10+ years. Curious to get your thoughts on this strategy vs splitting the position with AMD. Plan will always be a 10+ year hold.