Investment Q&A

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

Q: Hello, what is your opinion of CRM? The price trend is not too good these days but I hesitate to sell because their future still looks good. How patient should I be? Thanks

Q: Why the increase in share price today? Was it the EBITDA increase, cash flow or cash position or share value related to other industry competitors? Or relief rally after some recent share price pressure?

Q: Thoughts on this ETF.

Q: I'm having a hard time understanding the huge drop in DSG only because I've realized I don't fully understand what DSG does. I thought I did.

But, in re-reading your report, I started to get a "Charlie Brown Brain" -- you know, the part where the teacher is speaking to the students, seemingly very clearly, but all the students hear is "wha wha wha wha wah".

In real world terms, providing an example with crayons if necessary, how does it serve transportation providers, freight forwarders, and custom brokers? By scheduling for them? Is it as simple as that? In essence they act like the "air traffic controllers" for the ground forces of trucking, shipping, freighting companies?

And then, if it's simply a matter of providing scheduling and such, why is there an expected 7% drop in workforce because of Trump. Are we seeing such a huge decline in cross-border traffic?

I "think" I'd like to hang on. As you suggest DSG has now become a HOLD.

Yet, if the tail really is wagging the dog at this point (i.e., Trump tariffs being applied willy nilly with no consideration to the true economic effects on both countries) ... how wise can it really be to hang on? We're stuck with this guy til 2028, presumably.

Conceivably, it could get a lot worse.

A considered argument of the pros and cons of keeping DSG while reviewing the impact and effects would be most appreciated.

Thank you.

Q: Would you be a buyer today after earnings release? Looks like a haircut incoming.