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
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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.
Q: hi,
would appreciate your thoughts on Venue.
Thank you.
would appreciate your thoughts on Venue.
Thank you.
Q: Can you please recommend an ETF that holds the major AI data Power centre stocks? and how have they generally performed and what are the major risks involved in investing?
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Brookfield Corporation Class A Limited Voting Shares (BN $94.67)
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Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (BNT $94.68)
Q: if I currently own equal amounts of BN and BNT. for additional purchases why would I buy BNT? the prices for each company are virtually identical for example . I compared the price for both companies for 1 month 3 month 6 month YTD and one year and within pennies the price for both companies is the same. I look forward to your answer. thanks Richard
Q: Is this a good time to enter the precious metals market with BTO
Q: MSTY is getting close to its 52 week low and of course showing a massive yield. What’s your assessment of the risk reward at this level?
How much if at all has the monthly dividend changed since the beginning?
Can you explain the WHY behind the consistent decline in share value?
Is it Saylor’s intention for this to be a long term stock or is this some kind of borderline legal Ponzi scheme.
Given this is still early days (presumably) for BTC I would hope he is thinking long term in terms of ensuring his credibility and that of bitcoin.
How much if at all has the monthly dividend changed since the beginning?
Can you explain the WHY behind the consistent decline in share value?
Is it Saylor’s intention for this to be a long term stock or is this some kind of borderline legal Ponzi scheme.
Given this is still early days (presumably) for BTC I would hope he is thinking long term in terms of ensuring his credibility and that of bitcoin.
Q: Would you take profits on Cameco?
Q: Is there a Link for Peter's BNN Interview yesterday? Thanks! Austin
Q: Any news moving NTR today?
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Vanguard FTSE Emerging Markets ETF (VWO $54.52)
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SPDR EURO Stoxx 50 ETF (FEZ $62.88)
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Vanguard International High Dividend Yield ETF (VYMI $85.03)
Q: Hello 5i,
your portfolio analysis says that i am over 15 percent in my Canadian a;llotment and under 14 percent im my international allocation. I am thinking about addressing this at the moment and wondered whether it is a good time to do this? I would be selling Canadian and possibly US stocks to do it. if this is an opportune time to do this, should I use the above etf's or supplement them with something else? My portfolio is quite bananced. I suppose many of the stocks I own could count for international exposure, too but I don't know how to calculate that. So, the question boils down to whether this is a good time to invest internationally, where to do it, if it is and under what etf?
thanks
your portfolio analysis says that i am over 15 percent in my Canadian a;llotment and under 14 percent im my international allocation. I am thinking about addressing this at the moment and wondered whether it is a good time to do this? I would be selling Canadian and possibly US stocks to do it. if this is an opportune time to do this, should I use the above etf's or supplement them with something else? My portfolio is quite bananced. I suppose many of the stocks I own could count for international exposure, too but I don't know how to calculate that. So, the question boils down to whether this is a good time to invest internationally, where to do it, if it is and under what etf?
thanks
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NVIDIA Corporation (NVDA $187.24)
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IREN Limited (IREN $47.08)
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Nebius Group N.V. (NBIS $115.61)
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TSS Inc. (TSSI $18.76)
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CoreWeave Inc. (CRWV $137.05)
Q: hi folks, with Nvidia's $100B investment in A.I. .....besides the obvious players like Coreweave, Nebius, Glxy, Tssi, etc...can U recommend any smaller players, flying under the radar, that 5i like/hold....or would you stick with, and add to the main players...thanks as always, jb
Q: Assessment of this? How do you rate the risk/reward potential?
Q: Hi 5i,
What would you recommend as the least risk and biggest reward for older people with TFSA accounts and shorter time horizons - not 20-30 years. Banks? Utilities? Insurance? Cash??
kc
What would you recommend as the least risk and biggest reward for older people with TFSA accounts and shorter time horizons - not 20-30 years. Banks? Utilities? Insurance? Cash??
kc
Q: Hi 5i Team - Could you provide an update on TKO Holdings and its fundamentals. Will the recent merger give it more opportunities for growth and does it have the capital to move forward...or is there a possibility of raising more. Are there any other companies in this space that would be interesting and worth taking an initial position.. Thanks.
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goeasy Ltd. (GSY $168.43)
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Vitalhub Corp. (VHI $11.08)
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Axon Enterprise Inc. (AXON $711.34)
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MDA Space Ltd. (MDA $34.31)
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Limbach Holdings Inc. (LMB $89.42)
Q: Please state which of these would be a buy at today's prices and if not, where you would target entering a new position. Also please rank based on potential for 12 year gains from today's (or tomorrow if you reply Thursday).
Q: How significant is the force majeure news for Freeport?
Jerry
Jerry
Q: Hi,
Usually I don't ask about small daily moves but any news about why AXON is down 9% today? I can't find anything specific. Volume doesn't seem too significant on the selloff today. The only news I see are a new overweight weighting by Piper Sandler and a new acquisition announced yesterday. I'm up 137% gain in this name and I like the long term story, although at 106X PE and 18X PS, its on the higher end of its valuation average. Its at a 3% weight in my portfolio and I usually just like to hold long term growth compounders instead of trading in and out of them. Thoughts on adding more here or just hold? Thanks!
Usually I don't ask about small daily moves but any news about why AXON is down 9% today? I can't find anything specific. Volume doesn't seem too significant on the selloff today. The only news I see are a new overweight weighting by Piper Sandler and a new acquisition announced yesterday. I'm up 137% gain in this name and I like the long term story, although at 106X PE and 18X PS, its on the higher end of its valuation average. Its at a 3% weight in my portfolio and I usually just like to hold long term growth compounders instead of trading in and out of them. Thoughts on adding more here or just hold? Thanks!
Q: What is the average P/e over the last 10 years and what is it today?
I am trying to decide whether to take advantage of its price drop to add to its position in my Tfsa.
I am trying to decide whether to take advantage of its price drop to add to its position in my Tfsa.
Q: I have held this stock for a few years, and by some of the news letters which show up, I am confused , can you check out this stock and are they ever going to go into production.
Thanks Jim.
Thanks Jim.
Q: I'm looking to de-risk some of my portfolio. My question is on RSI. I realize it is boring and it's been 13 years since their last dividend raise.
Recognizing that, during any potential "long recession", can you give me a rough idea how safe their dividend would be relative to Canadian blue chip banks, pipelines, insurance companies and telecoms ? How well could they sustain their payout?
Would your opinion change in any way if that recession had stag-flation? I do already have some gold and commodities to hopefully hold me up in that regard.
Recognizing that, during any potential "long recession", can you give me a rough idea how safe their dividend would be relative to Canadian blue chip banks, pipelines, insurance companies and telecoms ? How well could they sustain their payout?
Would your opinion change in any way if that recession had stag-flation? I do already have some gold and commodities to hopefully hold me up in that regard.