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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: In the past I have not been a buy and hold investor in commodities. I try to purchase cyclical stocks when they are out of favour and sell when I have made some money with the thought that they will eventually be "on sale" again in the future to buy back in. I have been patient and have held CS, Teck,B, HBM and LUN for a few years and have done really well on them all, especially recently. Is it time to cash in and be thankful for the gains or is the underlying demand for copper (and other materials) strong enough to continue this outperformance. Hold, Sell or buy more? Curious what you would be doing in this case.

Second question - Flutter took a hit because of investor concerns over competition from the prediction market platform Kalshi. Is this a serious threat to Flutter or is the market big enough for all? Are you still as bullish on FLUT as you used to be? Stock has teased us with some nice runs up but seems to fall back.

Thanks for all you do, couldn't be happier.

Scott
Read Answer Asked by Scott on October 06, 2025
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?
Read Answer Asked by Tim on September 30, 2025
Q: What 2 Sports gaming companies and 2 ETF's do you recommend?
Read Answer Asked by Terry on August 26, 2025
Q: Hi 5i Team - I have small positions in the following three gaming sector companies: Genius Sports, Sportradar, Flutter Entertainment. Am wondering if I need to have all three of these companies and if I should consolidate into two of them. If so, which two of the three would you keep. Is there a significant difference between the three - maybe consolidation is not necessary.
As an afterthought, is Fan Duel likely to become publicly traded.
Thanks.
Read Answer Asked by Rob on June 17, 2025
Q: I am heavily tech weighted and am considering selling my entire position in NVDA and some CRWD as I have large gains in both. I would use the proceeds to buy positions in FLUT and SYK. I would still have position in AMZN, ASML, CRWD, GOOG, META, MSFT and VRT.

Any other suggestions?

Thank you.
Read Answer Asked by Doug on February 19, 2025
Q: Can you explain the financial position, valuation metrics and growth prospects of this gambling company?
I'm considering a small position after reading an article in The Economist about the massive growth of gambling in America
(https://www.economist.com/leaders/2024/12/05/americas-gambling-boom-should-be-celebrated-not-feared)
Is now a good time to buy the stock or would you wait for a pullback?
Read Answer Asked by Alfred on December 16, 2024
Q: Hi 5i Team,

Would you still endorse a purchase of TMDX, CLBT, ASPN and CPH? When looking at the recent momentum of FLUT and DUOL would you still be buyers of these companies? What would be your order of preference if you were buying today?

Thanks as always,
Jon
Read Answer Asked by Jonathan on September 25, 2024
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