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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: 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: Tom Lee is quite bullish on bitcoins and mentioned "CRCL" a stable coin name. What is your take on this one, how does it compare with "GLXY" in terms of risk-rewards for next couple of years? Thanks
Read Answer Asked by Lin on July 07, 2025
Q: Hoping to get your view on this NA small cap. Stock price seems to have taken a huge hit from its IPO at the height of the pandemic years, and although it began a recovery in the last year or so it’s still nowhere near its IPO. What do you make of this company specifically and the industry it operates (leisure products) specifically. Thx

Read Answer Asked by Tony on July 07, 2025
Q: Dear Peter et al:

I understand that JPM won a case against regulators and got their SCB-Stress Capital Buffer reduced from 3.3% to 2.5%. Apparently this frees up 18 B from their reserves and they can invest it wherever they want. I understand that they have announced a share buy back (50 B) AND a dividend hike! (1.50$: 7% increase over the last time).

1. Is this true? If so, is JPM a buy over other banks/Financials? Especially BRK.B?
2. If you don't fancy JPM or BRK.B (you don't like their cash position is what I see in you previous answers), which other large financial would be your pick?

Many thanks.
Read Answer Asked by Savalai on July 05, 2025
Q: Lately, these 3 stocks have performed well (exceptionally well). Sometimes it is said, "let your winners run" or "don't be afraid of new highs", however I wonder if they are becoming overvalued or extended beyond what is appropriate. Do you think P/Es of AXON @ 199; SPOT @ 129; or NFLX @ 63 show they are overvalued and it is time to sell? If you think otherwise please explain why they continue good investments and should continue to be held. Many thanks for your excellent service.
Read Answer Asked by Leonard on July 04, 2025
Q: Hi 5i
Current holder of CNC .It and these other big health care companies have really tanked today, Whats happening and would you continue to hold or sell.
How do you view the outlook going forward for this sector?
Any best of breeds selection here.....
Trying to decide how to proceed with this one.
thx
Read Answer Asked by jim on July 04, 2025
Q: I have 6 years before I must draw from my RRSP. I have no consumer staples or consumer defensive stocks in any of my accounts. Can you recommend 3 US stocks that you like in each of these sector.
Thanks
Read Answer Asked on July 04, 2025
Q: In regards to Jerry’s green energy question I think he should consider NXT which seems to be a “best in its class” company. They are part of a new large project in Greece. The stock was recommended by 5i and hit a new high today. I bought some based on your recommendation so thanks very much!
Jim
Read Answer Asked by James on July 04, 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: Would appreciate you thoughts on these 3 companies (no questions for a long time) as the charts all look interesting shorter term. Thank you.
Read Answer Asked by Paul on July 03, 2025
Q: What is your analysis of this company, its potential growth long term and a comparison with others in the sector?

Thank you and happy Canada day
Read Answer Asked by Jean on July 03, 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
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