Investment Q&A

Q: What is your highest conviction growth stock for 1) Canada & 2) US. Also, what is your highest conviction ETF? Thank you!!

Q: Good morning Peter and Team!

I have small positions in both SMCI and BKSY. After recent results, I’m considering consolidating into one company.

Which name do you have more conviction in, given a two-year time frame? For some context to other holdings in my portfolio, I have a very overweight position in NVDA and 3.3% in Nebius.

I echo the other members in thanking you for the NBIS idea, as I hadn't heard of this name until it was mentioned by 5i Research!

Thank you,

Brad

Q: Is ist to late to buy NBIS. What is your best bet for the price target in one year time frame.
Thank you as always for your wise advise
Raouf

Q: Hi,
I'd love to hear your thoughts on how you think CRWV will fair on next weeks earnings. A lot of analysts seem to have it on 'hold' and I'm not sure that's just due to earnings being close, or lack of confidence in the stock.
Many thanks for all you're insight!

Q: I would like to reiterate the big thank you for this name. I would never have considered it but for your service. Based on your comments, I took a large position which has worked out extremely well. Thank you!

Jason

Q: Dear Peter:

This is primarily a BIG THANK YOU note! But for your repeated vote of confidence I wouldn't have taken a position in NBIS. What a POP today, eh?! More than paid for my next year's 5i Subscription!!

Secondarily a quick question. Now that it has gone up (and I sold part of my position today to lock in my profits), should one be tempted to rite Cash secured Sell Puts?
If so, what would be your strike price and exp date?

Many thanks again for your insight and most importantly your "courage of conviction"!.

Q: Given that $nbis reported new guidance today and is up 20%, how is the company valued versus yesterday? Growth seems to be accelerating and profitability closer, so in my mind risk is down further and valuation actually looks better?

Q: My son currently has Meta (META), Nebius (NBIS), Amazon (AMZN), and EIF Corp (EIF) in his TFSA, plus an ETF (ZSP) for some diversity. It’s a small portfolio but he really wanted to hold some individual stocks and not just ETFs. Would you be comfortable adding Nvidia (NVDA) and Axon (AXON) at current prices? They are two of my favorite stocks in my non-registered account but I know the prices have really run up. Would you have any better suggestions? Thanks.

Q: Blaize Holdings was mentioned on BNN along NBIS as a company to watch.

Size wise no comparison, very small. What’s your take?

Q: The last earnings report was somewhat disappointing with regards to its outlook. What is your current take on this name? It is currently one of three US names I own in my TFSA. Would you recommend to hold or sale and move onto another name? If the later, what would you recommend for a purchase today (considering today's prices for an entry point).

Q: Your views about the company. Is it a better way to play AI compared to other high momentum stocks as NVDA, SMCI and other Data Centre play?
Thanks
Piyush

Q: For a TFSA how would you rate this group. Willing to accept risk - looking for high return over 3-5 year period. Not tied to any If any not suitable, please suggest others. Bottom line - please advise your high conviction list of 7. Thank you.

Q: I loved this recent question from Giovanni, big kudos to him and his son for taking the fantastic suggestions from 5i, and GIANT HIGH 5 to 5i team!
So to ask the same question today, my 30ish daughter has about 45k cash in TFSA. Also has some NTDOY, DIS ZQQ and ZEB. Ok with ETFs but I don't think there is as good a chance for towering home runs like NVDA.
Let's grow!

Q: In reference to a question asked on July 21st, I asked about the best buying opportunity in the US market these days.
You replied:
Small cap: BKSY
Med: NBIS
Large: GOOG

Has this changed? Thank you

Q: I just saw the spike in CLS stock price today. I’ve been looking to buy but never did. Do you think it’s still a good time to buy or wait?
Would you sell all or some of NBIS or CLBT to buy CLS?
Thanks

Q: Good morning 5i
could you please provide a number of US non dividend paying stocks that would be good for selling covered call options on in the current environment. thanks

Q: Hi,

For classification purposes, in which sectors do the above stocks fall ?

Gratefully,

Jacques IDS

Q: Dear Peter et al:

It seems that my earlier question on NBIS was "swallowed' by cyberspace! So, I am posting it again taking your answers to Claus/Gilles on July 24th into consideration.

It popped up to 57+ and then promptly/very quickly dropped down to 50s. What was all that about? It's earnings are going to be released next week? I see on my iTrade analysts recommendations is a SELL! (Research Team and CFRA) But on other sites it is a BUY! (Interactive Brokers).

What is your take on it's earnings? I know you would say that it is a BUY but for aggressive investors and be mindful of position size! (We get to read your answers between the lines!! You don't like price targets. But let me ask for your price target anyway!!

Worth selling some cash secured puts? Any suggestions for Strike price/Exp date for puts?

I have a small position and am in a loss position.(not huge but a loss nevertheless)

Hope this makes it to your queue in a timely fashion.!

Q: Please rank the following companies based on expected growth over the next 5 years as well as a risk rating. (10 being the riskiest)

Thank you

Q: In an otherwise diversified TFSA - I'm looking at adding a small (aggressive) position - given the current price on some of the above and many recent questions/comments on others - I've come up with some candidates.

Can you give me your thoughts on which one(s) you might choose?

Thanks,

Terry