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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: Please rank the following US and CAN names in order of preference today for a growth oriented investor.

US: NBIS, GSHD, SYM, CTLP, FOUR, SRAD, PLTR, APP, GENI
CAN: KSI, HPS.A, GLXY, DTOL, SYZ, DEFI

Thank you!
Read Answer Asked by Andrew on May 13, 2025
Q: Hi,

One month ago, April 4th, in an answer to a question, you listed your favorite stocks, both Canadian and U.S.

Which would they be today, for a growth investor, with a general indication of the reasons and risks of your list ?

Thankfully,

Jacques IDS
Read Answer Asked by Jacques on May 12, 2025
Q: Good Morning,

For a three year hold and potential share price appreciation through growth, in which order might you prefer to purchase the following stocks today: Nvidia, Goog, Nebius, Lumine, Topicus, Vitalhub, SE, Shop, Celestica, Propel, Goeasy, Nexgen, Hammond Power. Thank you. Brad
Read Answer Asked by Bradley on May 06, 2025
Q: The rumour today is that Trump's team is about to announce their first trade deal. It sounds to me like England. Assuming that more of these follow and perhaps increase in frequency, sentiment will change and I personally expect a risk-on environment.

Please list the 10 equities from the US and Canada (in any sector) that you project will move most aggressively over a 3 month period in an environment where trade deals are the daily news and not negative bluster. Note, I am not asking you to asses the probability of deals, just the 10 companies that are poised to benefit most in terms of share price. Note that these can be risky companies but if they are, please state that and explain why the upside makes up for the risk.

Please take an extra credit and state whether each suggestion is a short term trade or a long term hold.
Read Answer Asked by Tim on April 30, 2025
Q: Hello Team,

Are you able to rank the above companies in order on which one you would purchase today, looking for great possible return over the next 2-3 year. Plus 2 of your other favourite US stocks.

Thanks
Read Answer Asked by Kevin on April 28, 2025
Q: Which tax loss proxies would you suggest for the following companies?
Are there some that you would rather stay in cash for a month or just sell out right and buy something unrelated?
I am a bit hesitant to sell BN,GOOG and AMZN for a tax loss as I feel they have the most bounce potential on good news. What do you think of that?
Read Answer Asked by Schoombee on April 21, 2025
Q: I am looking for tax-loss proxy ideas for the following names: CAN: HPS.A, KSI, VHI. US: NBIS, SYM, FOUR. Thank you!
Read Answer Asked by Andrew on April 14, 2025
Q: Hi 5i Team - Could you name a few companies that service AI data centres in a structural way such as construction, maintenance/repairs, cooling, etc. Also a few companies that provide the power needed to run these centres. These would be stocks that have good growth ahead of them. Any market cap is fine but at least one small cap and a couple of mid caps. Also a combination of U.S. and Canadian companies.
Thanks.
Read Answer Asked by Rob on April 10, 2025
Q: I have the above stocks all at significant $$ losses in my trading account. I don't need to sell any, but am wondering if I should sell and switch to other similar stocks to lock in capital losses. Do you have an opinion on which you'd sell tomorrow - and a proxy for an equivalent or better replacement. And which ones you would keep due to their unique positioning in the current market? I don't really want to sell and wait 30 days to rebuy the same stock.
Read Answer Asked by Kel on April 07, 2025
Q: With the steep sell-off recently and stock markets coming to terms with a global trade war, which five Canadian and/or US small to mid-cap growth stocks across any sector look most interesting at this point? Looking at starting partial positions as I do not think the bottom is here yet. Thank you
Read Answer Asked by Terry on April 07, 2025
Q: I am, as you put it, sharpening my pencil. Can you comment a bit on the above three companies. How much overlap is there? Which is the one you would rank the lowest of the three? Leaving aside stable mega caps, for the agressive side of my tech holding, are there any others that you would rank in the top 5 to start looking at that are better or roughly in the same class as these? Thank-you.
Read Answer Asked by Alex on April 07, 2025
Q: Good morning! After the dust settles will Propel, TeraVest and Nebius still be considered a solid investment for a 10 year hold? Would any of these be classified as a compounder and therefore a buy and forget type of investment? Where would they place on the risk scale with 10 being a high risk?
Thank you for your guidance in these times.
Dan
Read Answer Asked by Dan on April 04, 2025
Q: Good recent Q&A on this one (revenue projection, valuation, etc.).

If the tech sector were to plunge in a somewhat similar manner as the Tech bust (2000), is there an example of a company with a market cap comparable to NBIS at that time that initially dropped in sympathy, but was able to recover quicker than the over all sector because of good execution?

Do you have faith in the projected revenue growth of NBIS? Do we know how reliable Arkady Volozh's vision is on this company? I suppose his 25 years of leading Yandex counts for something (?)
Read Answer Asked by James on March 31, 2025
Q: Good Day,

I'm a current holder of NVDA. These other names are down 30 - 50%, and IF one were to want to add another of these, what order would you rank them, highest to lowest? Can you please comment a bit on each one including a good price target to buy at, expected growth rates, and, as much as your crystal ball can predict Agent Orange, How much more downside would you anticipate in this space this year? Will solid performing companies eventually just perform their way out of these dips in spite of him? Or will multiple compression from uncertainty continue to plague the markets until he's out of office/gets reined in?

Secondly, on the broader market, with next weeks tarriffs looming, would you trim a few positions, even if they were on position sizes that matched your size/risk profile, to have some extra powder dry for the anticipated overreaction? It feels like so much uncertainty is "priced in", but most things still drive lower when the event that was priced in happens.
Read Answer Asked by James on March 31, 2025
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?
Read Answer Asked by James on March 28, 2025