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
I have read with interest but considerable skepticism the Q&A on crypto. Lately I am starting to learn about stablecoin. Irony aside (pegging a digital currency to despised fiat currency - lol), I do think stablecoin is a possible solution to the “wild west” of digital currency.
Having said that, stablecoin is still very new, and the main player, Tether, is private. There are reports about lack of transparency with its operations despite having leading market share and significant assets under management.
With the recent eye-popping CRCL IPO, and the seeming success of Tether, can you provide some insights into the stablecoin space and how a Canadian investor favouring a long-term, total return strategy might participate without speculating?
Q: If you buy a limited partnership in a pipeline in the US at tax time you will get forms saying you may have to file a US tax return. This happened to me once and I don't want it to happen again. I was looking to purchase "weat' as there is a real drought setting up in the central plains but am worried that a product like this might trigger another US tax reporting problem. Right or wrong ?
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: QS is up today on higher volume. According to my phone there is no new news. Does your news feed show anything, like Volkswagen making a payment? (I can dream as well as the next guy)!
Jim
Q: hi folks, 2 n/r by Nebius today...1 mentioning Europe & Nvidia Blackwell chips....were these "significant" business news/ventures??...stock flat , but has had big run....if owned at $30sh level...would U be adding at $52sh level...thx, jb
Made a killing on Oklo and sold with the last pop. 114% thank you, Ill take that and run. Possibly will revisit Oklo if there is significant pull back from its highs.
All the same selling Oklo has left a spot in my portfolio where I would have liked to keep something related to the energy needed for all the new AI data centers. My main question is regarding GE Vernova, which I think trades both in CAD and USD. I see that GEV has started construction on a SMR near Toronto with at least 3 others approved. Is this a fair play on the need/push/development of SMRs for Ai and datacenter needs?
Q: I have been patiently waiting to add a water themed stock to my US holdings. AOS has underperformed this year, what is your thoughts of taking a position in AOS? At what entry price would you be interested in taking that position. Is XYL a better alternative, if so, what entry price would interest you.
Q: Is Boeing beginning to turn their situation around? What are the company fundamentals looking like now? Would you be interested or still staying clear?
POWL was a favourite for electrical power grid growth at one time. There is speculation that their next few quarters may not be as "surprising". We are considering selling and adding a replacement in the sector or a stock in another sector, or just wait out the uncertainty of the market with short term Treasuries.
How confident is 5i in future growth for this niche sector in the US and would you stay in this sector if the dividend withholding cost rises? Please list your top 3 stocks in this sector or an ETF if that is preferred.