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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: Hi 5i, What technology companies are likely to be in business in 20 years from today.
Of the above ?
Thanks
Read Answer Asked by Fernando on October 23, 2025
Q: Can you please rank these companies in order of conviction and future growth potential? Long term hold. Do you see any concern holding all 3?

Are all 3 in your view, considered compounders?

Any news on their respective declines lately?

Thank you
Read Answer Asked by Nick on October 22, 2025
Q: Hi Team,
Between NVDA and CECO, which "stock" would you consider having the most share price potential over the next 5 yrs? I am considering trimming some NVDA profits for investing in CECO, if this move makes sense. Currently I hold a tech heavy portfolio.

Thanks,
Shane.
Read Answer Asked by Shane on October 22, 2025
Q: Two questions. You mentioned earlier today selling VRT and adding to NBIS to consolidate positions. Do you feel the growth is better in NBIS and outweighs the benefit of diversification? Overall direct AI exposure. I have VRT (3%) NBiS (2%) CLS (2.5%) NVDA (4%). Would you personally feel ok with this much direct exposure for the next 12-16 months? Increase or decrease? I didn’t included my 6% position in Google but maybe should have?
Read Answer Asked by Don on October 21, 2025
Q: I purchased this a few years agoon the basis of advanced technology for battery development and production. The company has seemed to evolve somewhat into a solar power business along with its battery production, and the stock has been jumping lately.
Any ideas on the future potential to hold for longer on this company ?
Thanks as always for your great evaluations and insight!
Read Answer Asked by Tom on October 21, 2025
Q: You had recommended MUSA as a Best Stock Idea. It has dipped below $365 today. Do you still recommend this a good discretionary/cyclical name? Do you prefer others in the US? Also what would be a good entry point? Thanks
Read Answer Asked by Patrik on October 21, 2025
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