Investment Q&A

Q: For a 5 year plus hold which of these recently fallen angels do you prefer, Race or Telus?

Q: Hello Team,

In one answer you stated NBIS is very high risk and in another you stated that half the market cap is in cash. If half the market cap is in cash doesn’t that make it far less risky? Can you please provide a current valuation, your thoughts on the investment thesis and what price it would be a table pounding buy?

Q: Another day, another short report on Applovin. All the reports say something to the effect that Applovin tracks users in a way that the major platforms Apple and Google forbid. The worry is a deplatforming at some point. What do you make of this?

Q: Can you provide any insight on US healthcare Select SPDR fund,?
Thanks

Q: LOOKS TO GOOD TO BE TRUE POSTING A 43% dividend. STOCK LOOKS GOOD
ON PAPER DESPITE THE HIGH DIVIDEND. LAST YEAR IT MAINTANED ITS VALUE,
AND IM NOT SURE IF THE DIVIDEND WAS THE SAME.
GOING FORWARD, WHAT IS YOUR OPINION?

Q: Hi Peter and team,
More and more cities in the States are adopting robotaxis, do you see this trend having a significant negative impact on UBER's core business?
Cheers,
H

Q: Do you think the “invest in the European market” theme might catch on with and support NBIS going forward? Being based in Amsterdam and emerging as of the larger European AI data center providers outside of GCP, AWS, and Azure I see this as a potentially significant tailwind if they can deliver. I’ve also been seeing more direct marketing from Nebius on my Reddit feed which I see as a positive that their sales teams are ramping up. Curious about your perspective on this.

Q: Hi 5i!

Recognizing OKLO is quite new and somewhat speculative how do you feel about thier earnings report yesterday?

Did you find the fundamentals are going in the right direction and would you be a buyer to round out a portfolio that is light on energy?
Thanks so incredibly much for your advice!

Q: Thoughts on earnings and the announcement saying they've updated their investment policy to add bitcoin as a treasury reserve asset?

GameStop also redesigned their investor relations website which is now strikingly similar to Berkshire Hathaway's website. Do you think this is indicative of GameStop pivoting to being a holding company similar to Berkshire? They have a lot of cash.

Q: I have 200 shares of NVDA at an Average Cost of $30/US. AS it drops does it make sense to buy more? Would your answer apply to ANY stock?
Thanks!

Q: Good evening,

I am wondering if you have any possible suggestions regarding companies that focus predominately in the application layer or operate full-stack models of AI.

The reason why I am asking this is because of an article entitled: "AI's revolution is just beginning" in Sunday's Globe and Mail. Sadly, there are a few parts that I don't fully comprehend which unfortunately prevents me from investigating more fully. A starting point would be great!

Take a peek to the article as it draws parallels to the dot com/internet crash of the 2000s.

Any ideas would be greatly appreciated so I may begin to investigate.

Conversely, state any points you think should be taken with a grain of salt!

Thanks!
Arturo

Q: Is radio truly dead or does this firm's excellent dividend, dividend to cash flow ratio and other qualities make it worth a look?

Q: Given the increasing focus on defence spending both in North America and Europe, do you have some conviction stocks (accessible to a Canadian retail investor) that will likely benefit from this trend?

Q: can you recommend 3-4 US companies with at east a 4% yield and good growth (at least 20%), in sales and earnings, expected for at east the next few years

Q: HI folks, can please get update on Ctlp (Cantaloupe) on Q2/25 earnings, guidance and any specifics on selloff.....in $7's....rate Buy/Hold/Sell....thanks as always, jb

Q: I would like to add NVDA to my portfolio. What should I be considering in a choice between NVDA:CA and NVDA:US.
Thanks.

Q: Looking for a stable US stock with some growth/dividend. Please make suggestions

Q: hello 5i:
IF one wanted to buy one Consumer Discretionary stock and nothing the obvious size difference, could you comment on current fundamental/valuation differences, growth rates, balance sheet advantages, etc

thanks
Paul L

Q: Hello,

Why the drop today? Good time to start a position, or do you see more downside?

Thanks.

Q: I am working on increasing my sector representation in Healthcare. I will shortly have filled a full position in ISRG, adding in this downturn. I have traded around UNH, and am planning to take it from a 1/2 to full position. I have 1/4 position in ILMN and do not think I should be topping it up; I perceive it to be risky. I need 2 more companies, or may need to take one or both of IRSG/UNH to more than a full position.

This provides me a surgical/instrumentation company and a service/product supplier. For diversity in the Healthcare space can you rank your preferred buys (with entry points) I'd appreciate 2 recommendations on the pharmaseuticals side and 2 on the biotech side, or as you may see that fits better.

While I am open US companies I do have a concern that the Trump administration will bring the DOGE and Executive Order train wrecks to health care. I would appreciate your views on this potential action and howe it may impact investment choice in the field.

Thanks as always,

Dave