Investment Q&A

Q: With stock performance possibly to be flat or down for a year or more, could you provide a list of EFTs that could capture extra upside in such a market using options
In particular I’m looking for US small/mid cap ETFs with covered calls/put options for the next couple of years in the event the market is flat to down

Also, is it possible to access a “search tool” for such an inquiry as follows:
US mid cap
CC options
In CDN dollars hedged
Defensive sectors like utilities

Q: Hi Guys

It seems the pressure to increase spending on defense in Europe is overwhelming. One assumes that European nations would much rather spend that money with European defense companies versus US ones. Can you give me your 3 best European defense companies., preferably with US listings. And if possible could you give a statement of how these companies compare to major US defense companies like RTX.

Much thanks

Stuart

Q: Re Nuclear Growth I thought Uranium would be the play but I see the Builders of Plants are moving better then Uraniums ie SMR NNE SNC CCO owns 49 % of Westinghouse with Brookfield What are your thoughts Buy more NXE CCO or SMR NNE

Or others that you think would be a better play on NUCLEAR RAK

Q: On January 21st you replied to a question by Graeme "electrification" plays and one of companies in his list was GEV which had split from GE in April of last year. At that time I was looking at it and the stock was priced at about $137/share and today (early Friday), it sits at $437 and unfortunately I never pulled the trigger.

In your reply to Graeme, you noted that GEV had the highest valuation currently.

I am asking if that valuation is justified considering they are part of a team that is actually building SMRs. One (or more) for OPG in Ontario and just announced recently one for Tennessee Valley Authority (TVA) in TN. Of course that build other generating equipment as well.

Other SMR- associated stocks have recently jumped (SMR, NEE, OKLO) but none of these are actually building SMRs.

I would very much appreciate your thoughts.

BTW, I love your site interface because so much information is at hand. Thanks for all that the Team does for us little guys and gals.

Q: Good morning all. A very noteworthy announcement was made by Softbank in regards to BN being approached as a financing partner for the Stargate project. May we have your opinion at this early stage of the project. Thank you.

Q: Trading volume is good. Yield is similar to other cash savings etf but this has an advantage when held in a taxable account because it does not pay distributions. However it is trading for approx 1.5% premium. If there was no premium, I would buy it for a 9 month hold but the premium is more than half the yield I can expect for 9 months. Am I right that in my situation, pick another cash savings etf? To pay a premium is not a good idea for a cash etf no matter how good it is? What do you think? Thank you!

Q: Rigetti is clearly a very volatile company with lots of possibility for growth given the nature of its business, and it's current stage in its lifecycle. In your opinion, what differentiates Rigetti from other quantum computing businesses; and if you were to invest in this space is Rigetti your top option or are there other possibly more mature firms that should be considered.

Q: Here's a rewritten version: "Considering investing in NBIS, a Russian stock, for the long term. What are the key risks I should be aware of?",NBIS:US

Q: Good morning, just wanted fire off a note to say how appreciative I am with your timely communications. With this Deepseek announcement, I knew there would likely be some carnage with the AI stocks. I recognize that this could still adversely affect stocks like NVDA long term, but it is most helpful to receive your comments so quickly,

Q: Down 7.5% today (27/01/25). Is this possibly an AI related thing/

Q: What's causing TFII to buck the strong sell-off trend today? I don't see any news but there must be something up.

Q: Hello 5i,
Can you believe it I just bought up to 1/2 positions in NBIS, CLS, and VRT on Friday and now there all down 20 -35%. Where do we go from here? Have they suddenly lost their relevance? What would 5i do?
Thank you

Q: I heard that NBIS already has Deepseek. Why did the stock fall like 35% then and falling more as we speak.

Q: TRAC has developed an AI model to predict startups most likely to become unicorns in 2025. The model identifies 30 new startups with a one-in-five probability of achieving unicorn status.

Notable startups on the list include Amplify, Anrok, Beacons, Beehiiv, and Canary Technologies.

Any one's you would be interested in to buy?

Thank you.

Q: Could I have your opinión of this company please.

Q: Hi
What happened to all Uranium stocks today ?

Q: Could I get your thoughts on why FIX dropped by over 20% today, January 27, 2025? I couldn't find any news except for the DeepSeek AI company which seemed to have put pressure on many technology stocks.

Q: Would you buy, sell or hold nvda and vrt today (Monday) given the Deepseek news. Thanks.

Q: 5i,

My Taxable Account is CAN only 3 months old. I'm lucky enough to restructure my entire portfolio these past few months for some optimization.

The goal outperformance of XIC. Large and midcap growth primarily. Core moat players as well. I'm shifting back to a more concentrated stock portfolio.

I add underperformers and cyclicals for boosts outside of my core. ie: NTR, TD, LUG
thus far this year.
Core by weight;
CSU, TFII
DOL, DSG, SHOP, WSP
BN, CNQ, STN, CLS, TRI
TVK.

Outside of materials, gold; no retail; no reits. If this was you. Do you add a company that doesn't meet your growth expectation/debt/cash flow etc for balance ie ENB.
Or add to your current.

Looking for your sage advice as well as 2 potential core additions or adds and 2 other high conviction torque. No parameters.

Thank you!

Q: I own some Bitcoin and would like to invest more but in my registered funds. Can you recommend an etf or CDR I could consider? Thanks.