Investment Q&A

Q: I've reached a 100% return on SHOP and taken some profit. I'm happy with this result after a long time in the red through 2022 and 2023. Thanks for the service and this recommendation.

I've been managing a portion of my investments since 2010 and find one of the hardest decisions is when to sell an investment. One rule I follow is if I have a 100% gain, I sell a portion of if. This of course only covers one of many reasons to sell, and taking profits maybe the least stressful reason, but I find this reduces my overall mental load in managing my accounts.

I wanted to share and see what you thought of this idea and see if you, or any other members, have other rules of thumb for selling to help novice investors.

Q: PPL popped over 5% around 2 pm today on heavy volume, but i can't find any news (as of yet). Do you know why the jump in the share price?

Q: Would you consider this a "walk away from" equity. I'm in a loss position and all it does is to continue to drop.
Thanks for your efforts-Dave

Q: Kraken Robotics was added to your Growth Portfolio in April, 2025 at $2.42 and has already more than doubled in a short span of less than 6 months, which is amazing !!
This co. continues to be one of your Top picks, as seen from recent posts.

Would you be comfortable starting a New position at current levels ( for a growth investor ), if not owned already or adding more to the 5i Growth Portfolio ?

Thank You

Q: Thoughts on this stock for the next 2 years?

Thnx 5I

Q: Does 5ii trust the Holdings Channel reported data it provides on respective Fund Managers whom are 13F Filers ?

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?

Q: Canada will be buying 12 submarines either from Germany or South Korea. Quite a bit of their building/assembly will be done in Canada. Is there a role for Kraken to play in this? I don't know enough of Kraken's batteries but supposedly they are state of the art.
Could their batteries be used in the contract? How big would this be for the company? I raise the use of their batteries as a real possibility because Australia recently announced a $1.6B contract for new submarines and PNG stock rose significantly on the news because Kraken would likely supply batteries for the subs. Throw in the fact that Kraken is greatly increasing battery manufacturing capacity both in Germany and Nova Scotia and it all points to possibly very big things for the company. Finally, has the stock price gotten ahead of itself. It certainly has been on a tear.

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

Q: You seeing any news?

Q: Hi can I get your thoughts on this company?

Q: bmnr or coin if you had to choose, and why? thank you!

Q: Hello Team,
Could I have two sectors you recommend right now, and two Canadian names in each sectors please.
Many thanks!

Q: Recently, the tech market has been booming. During this period, I bought several volatile, high-flying stocks to capture the thrill of the momentum. Each position is relatively small—only about 0.5% to 1% of my portfolio. Despite that, they’re performing exceptionally well. I purchased them less than a few weeks ago, and I’m already seeing a total gain of around 20%.

My question is: are these stocks worth holding for the long term? I’d love to hear your thoughts. Also, could you rank the potential and strength of these six companies: CoreWeave, Galaxy, Circle, Bitmine, Monday.com, and AST SpaceMobile? Thank you.

Q: Given its astronomic valuation, what kind of future you anticipate for a stock like this during a one year period around (from here to end of 2026) let's say? what would you say to those who persist to keep it in spite of the financial logic?

Thank you very much in advance for your sound judgement always appreciated.

Q: Currently in my third decade of serious investing, started by reading moneysaver magazine at the library and subscribing to the investment reporter in the early 90s, it would arrive each week by mail.
early on i noticed peter hodson and it became clear that he is the real deal, unique in canada in the area of investment advice.
peter hodson's insights have been a significant part of my long term success during my journey in investing (first on BNN as a guest etc, now with 5i)
thank you peter for your insights over the years, i trust and value your judgement and experience.

Q: Hello,
When can we expect your Market Model Summery to be updated? I really like that serves.
Thanks!

Q: What are your thoughts on the new spinoff? It got hit badly on the first day of trading but that may provide an opportunity.

Q: Similar question for both these stocks that you have liked or still like. Both have pulled back after making strong gains. Is there still momentum? How were the last qtrs? Should one buy the dip and get a fuller position in either of these or just hold?

Q: I've held TFII for many years and it's treated me very well. But not so lately. When do you see turnaround? What might the stock be worth in 6 months and 1 year? Trying to decide whether to stick it out or sell some and hedge my position a bit. What might you suggest as a replacement that has growth potential. Dividends aren't important.l