Investment Q&A

Q: I may have missed it in another question already asked and apologies if so. Given that this company is based in Europe will it not be negatively impacted by US Tariffs even though they are partnered with Nvidia and Microsoft? If so to what degree would you think that may impact their operations going forward?

Q: Hi there, what are your current overall favourites names in the US space for growth with a decent risk to reward (ie: not looking for all or bust type names).

Thanks!

Q: Yesterday a FDA official gave very negative opinions and comments on Aurinia pharmaceuticals then removed them at end of trading day. Volume went up to almost 8million shares and stock was crushed. This stinks to high heaven. What do you folks think of this and will there be law suits maybe officials checking into short covering etc. Also how long will the cloud remain over this stock it was just taking off when all this happened.

Q: Hello,
What do you think of buying the Lululemon dip ?
Thanks !

Q: We hold most of the 5i Balanced and some of the income portfolio stocks plus the fallowing us stocks. amzn, brk.b, cost, goog, isrg, lly, msft, nvda, smci, vrt, v. Berkshire is over 8% and the others are 5% please suggest a couple of us names to add to this portfolio. or any to trim. ( US is a growth portfolio ).
Thank you for your superb service over more than 10 years. Ian

Q: Please ignore my previous question . I accidentally hit the send button before I had finished editing it .......Here is the same question after editing .......

I've been enjoying the amount of option related dividends going into my account monthly. I call it Taco investing . Trump announces something stupid and then backs off . This creates volatility in the options market creating higher option premiums . What I have ....

GDXY ...... 9% position .

SLVO ...... 3.2% position

HPYT ...... 3.79% position

HYLD ......6.72% position { the lowest yield at 11.2% } May replace wtih SDAY or start a new position .

I'm looking to increase my exposure to " honking big dividends " in the 14% or better category .... My shortlist includes UMAX { 14.83% yield } and ECAT { 22% yield } I realize the higher the yield the higher the risk.....But could 5i give me three names other than the two mentioned above that you think are interesting at 14% or better and three you find interesting above 18% ..... Accompanied by a brief comment on the risks ........ I used the word " interesting " as opposed to " what 5i likes " to reflect the associated risks of high yield investing ......Thanks for your terrific service .....

Q: Please give me your thoughts on this two companies as growth prospects in AI industry? Which one is better than the other?

Thank you very much

Q: I bought 125 shares 2 weeks ago waiting on the release of Battle Star 6 on October 10th.
To my pleasant surprise the take over was announced last Friday. Would you hold into 2026 for completion or take a little less now and move on?
David

Q: Looking to reduce holding size after very favourable gains. What 3 or 4 names in the US would you consider for re deployment? (I hold NBIS already). Thanks.

Q: Is there anything besides huge gains this year and therefore an expected volatility behind the slide from 43 to 34?
What is your take on this company TODAY?

Q: Why is SRAD's price slipping? In the past you have recommended the stock and, at one point, I was up 30%. Now up only 12% and dropping. Do I hang on or quit while I'm ahead? What needs to happen for this negative trend to reverse itself? Thank you.

Q: I currently have a 3.5% position in HOOD. I am considering a small position in GLXY - say 1.5% - bringing my total exposure to 5%. Being mindful of crypto's volatility, in your view, is a 5% exposure here too high?

Q: GENI/SRAD Taking a bit of a hit today. Still up huge on the year obviously but is this decline a buying opportunity for someone looking to build a full position? What news or factors have created this decline?

Q: KMI pays a less than spectacular dividend which increased this year by a very modest amount. The share price has been flat for almost a year. Their recent acquisition may be accretive but this has not yet been reflected in the price. What, if anything, do you see as a catalyst for price growth?
Do you have better alternatives in this space?
Thanks for your great service.
Ian

Q: Recent thoughts on this company. I was thought it would be a nice asset light business, that would have great long-term potential. I get that travel to the USA might be down, but alternatively the pricing of hotels recently has been outrageous! How do you feel about management? Can they turn this around?

Q: Hello, I want to sell ISRG for tax-loss reasons and buy it back after 30 days (I am about 20% down). I just saw that their next earnings call is Oct. 21st. Do you know enough about their progress this year to figure out if there is a good chance their 3rd Q is going to be great and therefore I should wait after Oct. 21st, or should I move to sell now? Thanks!

Q: I see many people recommend Webull based on recent technical analysis. Can you please provide comments on their fundamentals and growth potential moving forward?

Q: Thoughts on recent move down?

Q: I had shares of NV5 Global that are now Acuren. Shares are up 50% in the past month or so. Would you continue to hold or is there another small cap industrial that you prefer?

Q: Hi gang,
Would like to initiate 2-3%in okta your thought please. Would you be a buyer at this price? Or what price would you buy in. ?
Thanks. Alnoor