Q: What's up with HIVE? It is getting pummeled pretty hard even though BIT coin is still over 90 grand. Between Hive's holdings of BIT and over cash what per centage of the market capital is covered. Seems like HIVE is oversold. Agree?
Q: Hi Peter, Marry Christmas and Happy New Year. I was looking at ticker BTQ on the TSX but it comes up with BTQ on the OMG or BTQ on the TCM or BTQ on the LYX or BTQ on the CHI and BTQ on the ICX. What are these and which one would be the best to buy if I wanted to buy BTQ, Thanks,
Q: I have just become a member and am attempting to assess which investment research company would be most suited to my needs. What would be your opinion of WNDR (Wonderfi Technologies) and how do you determine a good entry point on small cap companies. I have noticed the companies you recommend have had a good run for some time. Would this be an appropriate time to enter. If so, what would be your reasoning? It seems to me the entry point would be high on some of your suggestions.
Q: Would welcome your analysis on Avgo v MRVL. Who has the higher growth rate, valuations are both high. Assume risks are fairly high as well , would you buy either at these prices?
Q: SHOP has reacted quite harshly downwards to the Fed's expected reduction in 2025 rate cuts. SHOP has been hit much harder than most others. Can you comment on the Fed action and what impact it might have on SHOP? Can you detail why the FED expectation has spooked SHOP? Does it change the narrative and 5i's view on the company as among the top picks for growth?
Q: Good morning 5i
You seem to have a lot of confidence in Google. I wonder, though, what unexpected developments could come along and derail Google? For instance Search is a big component for selling advertisement. But, since Chat gp has been developed, I generally direct any questions I have to it, rather than to Google. It does the searching for me. If something like that became widespread I imagine it could be very bad for Google. There may be other detrimental developments, too. I don’t imagine you have a magic answer for this other than just to keep an eye open. But I was wondering whether things like this would dampen your enthusiasm for Google and move you to hold less?
Q: I presently hold the above mentioned Bitcoin stocks and need to review and maybe sell some of these investments for 2025. I would appreciate your comments as to which ones do not belong in my TFSA investments?
Thank you and wish all of you at 5i a Merry Christmas!