Investment Q&A

Q: Could I get your comments on recent earnings. Thanks

Q: Can you provide an updated viewpoint of Nexgen

Q: Which do you see as the better investment,Coreweave or Nebius?

Q: Further to my previous question on this company, are there any juniors you would recommend? Also, do you see the gold rally intact with this just being a normal consolidation? Thank you. John

Q: WRLG dropped 17% Friday. Do you have any insight on what precipitated the decline.

Q: I hold these in my tfsa at a huge loss. It doesn't look like they are trading at all. EVMT has said trading halted for months now. What should I do? I'm tired of looking at them!

Q: Good morning 5i: I have just listened to the podcast focusing on energy. Michael briefly discussed his research and thoughts on SES, but did not mention the acquisition by GFL. I suspect this may be due to the fact that the podcast was recorded prior to the news. My question: does the acquisition by GFL affect his remarks and opinions as the management will differ? Thank you.

Q: In your profiles under detailed quote you report the dividend but NOT the Yield
Why
As a result us seniors who have RRifs and depend on the income have to go to another site to get the yield.

Q: What do you think about KTOS? It has gone down a lot for a while and does not seem to move upwards.

Q: What % is a good split between holding hardware vs software names? Barbell approach? Do you think the sasspocalypse is over? We've seen these names bounce off the recent lows and you have days where they are leading and days like today where sentiment swings the other way. I believe the names I hold are of good quality and can be patient while I wait for them to bounce. But then you have the opportunity cost of not buying more AI leading names with positive momentum. For example, do I sell some CSU/LMN/TOI and buy more CLS? Or sell some AXON and buy more NBIS? What would be a good approach? Thank you1

Q: Digital Subscription credit has been discontinued, effective 2025. Does 5i subscription qualify for Investment Advice Fee (Carrying Charges)? Where can I access a receipt for this expense, on the portal?

Thank You

Q: With a 1.7 million dollar stock portfolio is 37 positions too many?? Might I be better off concentrating on fewer stocks like perhaps 25 and still get diversification across sectors?

Q: I'm considering buying the following: MU, VRT, ENS, POET, VNP, AMD, OUST, AMKR..... Could you please order them in terms of anticipated returns, and ones you would buy first? Thank you!

Q: Doing a rebalance in my portfolio. What % or weight would you consider as optimal with BN. Looking at it as an anchor that I will leave alone for 10yrs.

Q: Does this fund have a "Fund Facts" document? I mean the regulatory document not the company promotional one. Cannot seem to find it on their website. Actually looking to see if they have a trailing commission>

Q: does Tesla and Google have shares in Space X? If so is this a way to play the Space X story?

Thanks Dave

Q: My TFSA portfolio has done exceptionally well in large part due to the invaluable information and coaching provided by Peter and the rest of the 5i team since 2013. Thank you very much for helping to build our intergenerational legacy.

I plan to use a fraction of the assets in my TFSA to set up a high-growth, moderate high-risk concentrated 10 stock six-digit sub-portfolio with a 10 year time-frame and hoping for a 5-10 fold target. The idea is to select the best high conviction durable names, maximize capital gains compounding, and minimize dividend drag such as US withholding tax in the TFSA. With the help of my chatbot assistant, it looks like a base case of 17-25% annualized is required to reach the 5-10x target, even with periods of significant drawdowns and bull cases. Obviously stock selection and staying invested for the long term are key.

My initial tentative selection of 10 stocks NVDA, ASML, MSFT, AVGO, NBIS, GOOG, TSLA, CCO, NVO, and SHOP with weightings ranging from 6% to 16%

Could you please critique my strategy and the stocks selected. Suggest improvements including alternative names to consider as replacements that you feel might work better.

If you were creating such a portfolio for yourself which 10 names would you select.

Q: Is it still time to be in defense stocks today ? If yes, witch ones and please specify in order of preference. Thanks.

Q: Looking to add to my tfsa with one of these companies for a 2 to 3 year hold. Would you please compare their outlook and which mighty you prefer? Also,a recommended entry price for each . Thanx.

Q: Why did Prudential s stock go down ?I already hold some in my portfolio.Is it a good opportunity to buy more ,or is it better to sell?
Thanks !
Nancy