Q: After the recent convertible note offering the market seems positive on it. Whats your thoughts? Can this have a NBIS like moment where it announces a large contract that then validates their position in the data centre build out?
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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.
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Alphabet Inc. (GOOG $303.56)
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Pure Storage Inc. Class A (PSTG $61.74)
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CECO Environmental Corp. (CECO $54.17)
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e.l.f. Beauty Inc. (ELF $81.09)
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Halozyme Therapeutics Inc. (HALO $69.40)
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Genius Sports Limited (GENI $6.47)
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Nebius Group N.V. (NBIS $86.80)
Q: Hi Team,
I was looking for quality growth names that were attractive today for purchase. Geni was on the list due to the recent weakness in the sports betting sector. Do you see it as a opportunity to buy at these levels? Could you also provide a couple names on your radar either cnd or US that you see as particular good buys today for a 10yr hold? Thanks
Shane.
I was looking for quality growth names that were attractive today for purchase. Geni was on the list due to the recent weakness in the sports betting sector. Do you see it as a opportunity to buy at these levels? Could you also provide a couple names on your radar either cnd or US that you see as particular good buys today for a 10yr hold? Thanks
Shane.
Q: This stock has been rising steadily, without demonstrating earnings.
What are your thoughts about it at this time, given the present economic conditions?
What are your thoughts about it at this time, given the present economic conditions?
Q: Would you add to NBIS at this price or wait for a pullback?
Thanks for all your help and advice,
Mike
Thanks for all your help and advice,
Mike
Q: Do you still like these companies here or have they become too highly valued? And which of the two is the better bet?
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Kraken Robotics Inc. (PNG $9.36)
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Zedcor Inc. (ZDC $5.60)
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Vitalhub Corp. (VHI $8.37)
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Genius Sports Limited (GENI $6.47)
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Nebius Group N.V. (NBIS $86.80)
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Ouster Inc. Warrants (OUSTW $0.00)
Q: NBIS is now a 3-bagger for me. Thank you so much! If I were to ask you to pick the "next" NBIS, what would be your top 5 picks today, for a 3 year hold, ranked in order? I have a high risk tolerance.
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Celestica Inc. (CLS $351.23)
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Kraken Robotics Inc. (PNG $9.36)
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Galaxy Digital Inc. Class A common stock (GLXY $28.25)
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Brookfield Corporation Class A Limited Voting Shares (BN $58.81)
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Nebius Group N.V. (NBIS $86.80)
Q: Have trimmed SHOP and NVDA in my TFSA and am looking to initiate some new positions - all are favourites of 5i - at todays pricing would you favour the most attractive "3" and if so, which 3, or simply buy across the board?
Thanks,
Terry
Thanks,
Terry
Q: Do you think NBIS stock is still a good price or is the stock becoming overvalued? Feels like there's lots of hype around it right now.... At what price would you think is IS overvalued?
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Celestica Inc. (CLS $351.23)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $166.67)
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Robinhood Markets Inc. (HOOD $76.07)
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Nebius Group N.V. (NBIS $86.80)
Q: It's all your fault? For which I'm always grateful for your sound advice. This is a good problem to have. NBIS is now 13% , HOOD 10%, CLS 15% and SHOP 14%. Yes, Im going to trim but the growth prognosis is good for all 4 going forward. What would you advise as decent position size for all 4 going into the 4th quarter?
Thank you David
Thank you David
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Alphabet Inc. (GOOG $303.56)
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NVIDIA Corporation (NVDA $180.05)
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Axon Enterprise Inc. (AXON $579.09)
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Nebius Group N.V. (NBIS $86.80)
Q: The time has come to trim some of my NVDA, it simply has grown too large as a percentage of my portfolio. Can you please provide 3 top picks in the US for a long term hold.
Thank you
Thank you
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United Rentals Inc. (URI $833.47)
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Palo Alto Networks Inc. (PANW $156.09)
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SentinelOne Inc. Class A (S $13.27)
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Okta Inc. (OKTA $72.52)
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Zscaler Inc. (ZS $154.67)
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Axon Enterprise Inc. (AXON $579.09)
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CECO Environmental Corp. (CECO $54.17)
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CrowdStrike Holdings Inc. (CRWD $391.42)
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Nebius Group N.V. (NBIS $86.80)
Q: Between OKTA and S which would you invest in going forward, or is there another that is better. If Crowdstrike and Zscaler are your choices, where else would you deploy money.
Thanks Matthew
Thanks Matthew
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Eaton Corporation PLC (ETN $355.56)
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WSP Global Inc. (WSP $235.00)
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Axon Enterprise Inc. (AXON $579.09)
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Uber Technologies Inc. (UBER $76.36)
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Trane Technologies plc (TT $445.83)
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RTX Corporation (RTX $206.52)
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Nebius Group N.V. (NBIS $86.80)
Q: I am currently overweight tech in general (36%) and NBIS (9%) in particular. I reluctantly feel I need to reduce my exposure to NBIS and, as I am underweight industrials, am in search of suggestions for growth-focused US industrials. Would you kindly provide 3-5 names of mid to large cap industrials you are reasonably confident can match or outperform the NASDAQ over time? AXON and WSP already held. Thank you.
Q: I may have missed it in another question already asked and apologies if so. Given that this company is based in Europe will it not be negatively impacted by US Tariffs even though they are partnered with Nvidia and Microsoft? If so to what degree would you think that may impact their operations going forward?
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Alphabet Inc. (GOOG $303.56)
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Nutanix Inc. (NTNX $40.70)
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Axon Enterprise Inc. (AXON $579.09)
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CECO Environmental Corp. (CECO $54.17)
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Applovin Corporation (APP $438.89)
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SoFi Technologies Inc. (SOFI $18.61)
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Robinhood Markets Inc. (HOOD $76.07)
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Sportradar Group AG (SRAD $17.67)
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Nebius Group N.V. (NBIS $86.80)
Q: Looking to reduce holding size after very favourable gains. What 3 or 4 names in the US would you consider for re deployment? (I hold NBIS already). Thanks.
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Alphabet Inc. (GOOG $303.56)
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Celestica Inc. (CLS $351.23)
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Kraken Robotics Inc. (PNG $9.36)
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Brookfield Corporation Class A Limited Voting Shares (BN $58.81)
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Nebius Group N.V. (NBIS $86.80)
Q: Good Morning 5i Team,
In my TFSA I have some cash parked from the sale of some equities. I'm looking to move this cash into a few grow potential stocks, with a growth horizon of 5 years +. I do have a decent risk tolerance. With this in mind, what would be the 3-5 companies I should be researching?
In my TFSA I have some cash parked from the sale of some equities. I'm looking to move this cash into a few grow potential stocks, with a growth horizon of 5 years +. I do have a decent risk tolerance. With this in mind, what would be the 3-5 companies I should be researching?
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Apple Inc. (AAPL $263.75)
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Alphabet Inc. (GOOG $303.56)
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Microsoft Corporation (MSFT $403.93)
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NVIDIA Corporation (NVDA $180.05)
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Oracle Corporation (ORCL $149.01)
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Celestica Inc. (CLS $351.23)
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Nebius Group N.V. (NBIS $86.80)
Q: Hi Folks,
I sold some CSU recently. I now have MSFT, NVDA, AAPLE and some CSU as holdings in the Tech Sector( GOOG and AMZN as well). Can you suggest a couple of Tech stocks that I could add to my holdings in the Tech Sector. This would be in my TFSA.
Thanks
I sold some CSU recently. I now have MSFT, NVDA, AAPLE and some CSU as holdings in the Tech Sector( GOOG and AMZN as well). Can you suggest a couple of Tech stocks that I could add to my holdings in the Tech Sector. This would be in my TFSA.
Thanks
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Alphabet Inc. (GOOG $303.56)
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Crocs Inc. (CROX $85.38)
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Parsons Corporation (PSN $66.66)
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Celsius Holdings Inc. (CELH $47.11)
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Genius Sports Limited (GENI $6.47)
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Cellebrite DI Ltd. (CLBT $13.75)
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BlackSky Technology Inc. Class A (BKSY $22.72)
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Sportradar Group AG (SRAD $17.67)
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Nebius Group N.V. (NBIS $86.80)
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TSS Inc. (TSSI $9.79)
Q: Hello Team,
Looking at adding some funds to US stocks I already own, are you able to rank these in order from 1 to 10 based on a 3-4 year hold, I'm not worried about company size or industry. Thanks!
Looking at adding some funds to US stocks I already own, are you able to rank these in order from 1 to 10 based on a 3-4 year hold, I'm not worried about company size or industry. Thanks!
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Alphabet Inc. (GOOG $303.56)
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United Rentals Inc. (URI $833.47)
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Axon Enterprise Inc. (AXON $579.09)
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Medpace Holdings Inc. (MEDP $465.38)
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Oklo Inc. Class A (OKLO $63.30)
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Nebius Group N.V. (NBIS $86.80)
Q: Oklo has been an excellent stock for me with huge gains. I have taken profits along the way. Looks like a possible correction started. Would it be a good time to move onto something else. If so, could you give me three or four stocks to consider
Q: I am happily overweight both GOOG and NBIS (just over 8% each). For obvious reasons, I am loathe to reduce my holdings of either of these multi-baggers. If this were your portfolio, how large a holding of each would you be comfortable with? On a related note, please compare the risk/reward profile of both GOOG and NBIS to PNG and comment on the advisability of using potential proceeds from a partial sale of either to purchase a half position in this small Canadian stock. Thank you.
Q: Knowing that portfolio weights are personal to each individual, what would be your highest comfortable weight for each of NBIS and NVDA if it were YOUR portfolio.
Thanks
Thanks