Investment Q&A

Q: Hi 5i Team - I have small positions in the following three gaming sector companies: Genius Sports, Sportradar, Flutter Entertainment. Am wondering if I need to have all three of these companies and if I should consolidate into two of them. If so, which two of the three would you keep. Is there a significant difference between the three - maybe consolidation is not necessary.
As an afterthought, is Fan Duel likely to become publicly traded.
Thanks.

Q: Is this a value trap now? Should one sell and move on,
thinking maybe KSI or LMN for tech exposure…..
Thank you

Q: Which stock would you prefer?

Q: Of these 2 companies, which is the preferred “horse to ride”??

Q: AMD is soaring this morning and I’m not able to see a clear reason why. Is this related to their improved method for chip stacking?

Q: I came across YNVD (Not listed on your site) when searching for the Canadian hedged NVDA. It appears to be a fund that holds only NVDA, is both hedged and covered call, and has an absurdly high yield. Would you advise buying some, and if so, would you put it in a registered account/tfsa for tax purposes?

Q: Can you recommend stocks or ETFs in blockchain technology?

Q: Quantum computing is reaching an inflection point...or is it??? Should I invest in either or both QUIT and of RGTI???.....thanks for your insights.....tom

Q: Can you please discuss NVDA moving forward? I can’t help but notice you recommended them noticeably more in the past. Are you less interested in NVDA, or is it simply the added AI competition now in the market? It is up just shy of 10% the past 12 months, which is significantly lower than its historical run. Is it slowing down to the point of trimming? Taking profits ? Selling? Or simply buying more?

Thanks so much

Q: I've just read a Globe article on BTq Technologies but don't see it in your question database. Can you offer an opinion on this company? Thank you

Q: Hello,
Any idea whey IONQ hardly moves in relation to other quantum computing stocks yet it has better fundamentals? Also, is ABCL a buy now? Your comments are appreciated.

Q: Topicus has been sliding a bit for the last week. Can you recommend an entry point?

Q: I am wondering if the Nasdaq listing and mandatory purchasing is contributing to Shop's volatility and sudden upticks lately. When do Nasdaq-listed funds have to complete their quota of Shop purchases? Is it possible that Shop could fall back once this deadline passes?

Q: Hi 5i, Would you consider these 10 stocks to be a part of significant players of the AI boom, these players are driving innovation, fueling need for better and bigger hardware and software infrastructure:

ANET: Provider for the networking solutions 
ASML: Leader in photolithography systems used in the manufacturing of semiconductors.
AVGO: Semiconductor Solutions and Infrastructure Software.
CEG: It provides clean energy and sustainable solutions
CRWD: Cybersecurity products and services
NVDA: Semiconductors and Equipment
PLTR: Big data analytics
TSM: World's largest dedicated chip foundry
TSLA: Automotive and clean energy company.
VRT: Critical infrastructure and services for data centers, communication networks

If you have to select 5 for a 10 year hold, which one would you pick.

if you have to select 3 for a 3 year hold ?

Please deduct as many question credits as you must!

Thanks

Q: Would you be okay with buying more CLBT if already owned but in a loss position?

Thanks

Q: Is CIBR-T a reason option compared to CIBR-Q ?

Q: ASPI appears to be breaking out on incredible volume. Are they fundamentally sound and worth a speculative investment in your opinion? Thanks!
David

Q: Can you give me your updated analysis on CloudFlare. It seems to be getting its groove, but do the fundamentals look like a strong growth story ahead? How overvalued is it currently and would you start a position? Thx

Q: Hello 5i,
Of the mag 7, I hold MSFT, GOOGL, and META. Please suggest the next mag 7 to hold or just add to those that I already have. This is for 7 to 10 years. My portfolio is balanced in all sectors as a blue chip, dividend, value investor with some growth. Eighty years old.
Thank you for your great service.

Q: Hi 5i,
Up on SMCI and down on CLBT - however both at fairly small entry level weights - without concern for diversification would you consolidate into one or the other at this time or let time work this one out?
Thank you