Investment Q&A

Q: Hello 5i Team,

Looking into your crystal ball for 2025, is this the year for AMD to finally show some stock price appreciation? I have held it for several years now, and am still underwater by over 12%.

I’m losing some patience, considering the relative growth in NVIDIA (which I’ve done exceptionally well with and still hold, thanks to 5i). I notice that in recent questions, some 5i members also hold AMD, and I’m wondering if you guys are not losing patience, as well?

Do you have three other tech or AI-related picks (any cap size) that you have a much stronger conviction in than AMD, for a three-year hold? Or, is there a potential catalyst on the horizon that might indicate staying the course with AMD?

Thanks very much,

Brad

Q: Would you consider Revenue Growth the leading indicator of a companies liklihood to succeed and grow its share price provided properly managed?

Seems todays most successful stock market darlings have all had tremendous revenue growth albeit not necessarily Profitable during their early days of rapid Revenue growth.

If I were to look for 2 or 3 US and Canadian Mid Cap companies most likely to lead the rest of the market with staggering Revenue growth over the next 2-5 years which do you think these might likely be?

Q: Other than the joint venture partners, what companies do think will benefit the most from the AI infrastructure plan introduced by Pres. Trump on Tuesday? I suspect VRT and CLS will benefit, but I am sure there are others in AI support businesses.

Q: What effect does the $500 billion into AI Infrastructure announced by Trump have on Nebius? It seems like this money will build datacentres that they too are building.

Q: Would NBIS be a stock that you would feel comfortable holding through a proper market downturn (ie, like 2022)? Or would you consider it to be too small / unproven at this time?

Thank you

Q: Dear 5i
I currently hold VRT in my TFSA and was considering adding NBIS but was wondering if they are too similar in terms of what they do . If so could you recommend another smaller cap high growth stock instead .
Thanks
Bill C

Q: These companies caught my eye recently due to their broad exposure to infrastructure, energy and engineering. The 1 yr chart for MTZ is pretty good as well. However, some of MTZ's fundamentals I look for seem inconsistent (equity, EPS, free cash flow and operating income). I'm not sure what to make of this one, and see others (eg:PWR, J) in the energy infrastructure/engineering as also looking promising.

I'm not beholden to either of these (and please propose others), but now that I know such companies exist, can you recommend a few options for a "catch all" for exposure to electrical demands (AI, data centers) and upgrades (utility), other energy infrastructure (solar, hyrdo, transmission etc) and even communications (cell towers, etc). Perhaps a wide range here, but curious what comes back from 5i!

I'm particularly interested in your comments on management effectiveness

Q: Could you provide me with a few a few names that you feel will benefit from the build up of Data Centers to support AI and would Comfort Systems be on that list? Thank you.

Q: Yesterday, you gave me your top 4 conservative growth. Could you please give me your top 4 non-conservative growth in order please. Thanks Steve

Q: Hello 5i

Back in 2019 I asked if you could provide a "growthy" USA portfolio.
The above stocks were your recommendations.
Could you provide an updated "growthy" USA portfolio for 2025?
Thank you!
Dave

Q: Can you please rank the above companies for capital appreciation over the next 2-3 years. No worries on Risk or Industry. Thanks again!

Q: Do you have a preference between these 2 stocks? Can they both be held?

Q: I have made some updates to my portfolio before heading into the new year and am looking for your thoughts on total portfolio. I have it all in TFSA and am 28 years old with a long time horizon. Could you give me your opinion over next 1, 3, 5 years of portfolio.

What changes might you make to this portfolio to stengthen it?

Portfolio Breakdown:
Stock Amount Invested (USD) % of Portfolio
NVDA $6,500 12.04%
SHOP $2,840 (converted from CAD) 5.26%
AMZN $2,650 4.91%
MSFT $2,520 4.67%
MELI $2,483 4.60%
PLTR $2,250 4.17%
TSM $2,000 3.70%
CRWD $1,830 3.39%
GOOGL $1,780 3.30%
TTD $1,767 3.28%
ISRG $2,180 (converted from CAD) 4.04%
META $2,150 (converted from CAD) 3.98%
BRK.B $1,470 2.72%
AXP $1,560 2.89%
LLY $1,500 2.78%
DIS $1,280 (converted from CAD) 2.37%
NBIS $840 1.56%
CELH $700 1.30%
SMCI $392 0.73%
SPCE $188 0.35%
XRP $120 (converted from CAD) 0.22%

Thanks,
Dan

Q: Happy New Year !
What are a handful of top picks please for this year's TFSA and RRSP contributions? Max long term growth is the goal here.
Thanks very much.

Q: The 6 stocks are down from their peak
Which of these would you buy at today's price and in what order? Can you order them in terms of growth potential for a 5 year hold and also for risk. Thanks

Q: Happy New Year Peter and Colleagues.

I want to set aside a small percentage of my TFSA for more speculative and less serious investments. With that in mind, could you please provide a few of your best guesses for stocks with quick growth potential? I understand that these will be higher risk but have a chance of outsized growth.
Thanks.
David

Q: As I don't read newspapers, I badly miss Peter's articles in the Financial Post and National. How can I get to read them?
Some small-cap stocks, like CS-T, are expected to have very high growth. Is it possible to list them irrespective of risk?
Mary x-mas to All the wonderful team and their Family. A lot of us are celebrating Christmas very well credit goes to 5-I.

Q: Is this a stock to average into weakness or try to find a support level and initiate a position?

Q: With the CAD losing ground to the USD, is it still worth converting Canadian dollars to buy US stocks? If yes, what would be your 5 top growth stocks for 2025?
Thanks

Q: let's take as given that we've entered in the new IA era. And suppose we are interested to invest in a small cap enterprise of this sector at the beginning of its promising journey, what is the two names you would recommend?