Investment Q&A

Q: Would you be comfortable starting new position in these companies while these are at all time high?

Thanks

Q: Amgen beat on earnings and revenues, quite handily, and yet the stock is down 5% today. Personally, I think Amgen is a best-in-class biotech and will continue to be a long-term holder, but I would like your take on the market reaction.

Q: hi folks, thoughts on Q2 results for Docebo...buy/hold/sell...thx jb

Q: Did not expect this to drop as far as it has. Any concerns on adding here for dividend income and some growth? Is the dividend looking ok?

Q: Your thoughts on Pembina's latest results ... I already own for the income ... would you add more ?

Q: DNG looks like a buy in my opinion. May I please have your opinion? Thank You

Q: Peter and His Wonder Team
They just reported what looks like poor results. What do you think? What are their prospects going forward. Is this a good value buy or a trap? Thanks as always!

Q: Hello 5i, Could you provide your analysis of these 4 companies also as they are all up would it be buy sell or hold

Q: I am looking to put a portfolio of ETF's together to provide exposure to the total US market as well as some limited International exposure. I would like some FX protection hence the inclusion of some hedged ETF's.

For the US segment - I came up with the following holdings
VOO - 50%
ZAA - 20%
ZMID.F - 10%
VIOO - 10%
VIG - 10%

For the International Segment - I am looking at ZDM

Do the ETF choices and mix look reasonable to you - any other suggestions.
Thanks

Q: May I have your opinion on Csu latest earnings report?q

Q: Good morning Peter and Team!

I have small positions in both SMCI and BKSY. After recent results, I’m considering consolidating into one company.

Which name do you have more conviction in, given a two-year time frame? For some context to other holdings in my portfolio, I have a very overweight position in NVDA and 3.3% in Nebius.

I echo the other members in thanking you for the NBIS idea, as I hadn't heard of this name until it was mentioned by 5i Research!

Thank you,

Brad

Q: Curious on this small cap with some interesting insider buying and Kinross selling recently their whole position?
would appreciate your analysis please!
Thanx Gary

Q: Thoughts on the quarter please.

Q: Is ist to late to buy NBIS. What is your best bet for the price target in one year time frame.
Thank you as always for your wise advise
Raouf

Q: Hello! Thank you for all your amazing information. I hold some physical ounces of gold in my portfolio as a hedge. What do you think Trump's threat of a tariff on gold by the end of the month will have on the price per ounce? I am thinking of selling it and replacing it with a gold ETF when the (gold) dust settles.

Q: In a recent question I asked you about strategies to protect gains you wrote :"Selling a covered call January 2026 $200 strike price today brings in $24. So if exercised the net selling price is $224. If the stock is below $200 in January the $24 is simply kept". But what happen if the stock is above $200 ? I 'd like some clarification.

Thank you very much in advance

Q: Hi,
I'm looking at a clip from the Kobeissi Letter which reads as follows:

BREAKING: Nvidia, $NVDA, and AMD, $AMD, have reportedly agreed to give the US government 15% of their revenues from chip sales in China.

This is being described as an "unusual agreement" with Trump in order to obtain export licenses for the chips.

2025-08-10, 1:56 PM

Having done some quick math, I am thinking this could amount to as much as 2.5 billion based on the value they sold to China last year. If that's correct, then is it possible 2.5 billion amounts to just over 4% of 2024 revenue for NVDA?

These seem like very large numbers to me, but I have to ask whether or not you feel this could be material to NVDA or not?

Of course this tidbit happened to be published on Sunday afternoon, which seems to be the usual time Trump decides to find yet another monkey wrench to hurl at the US economy. I also wonder about the 'unusual arrangement' comment, as that same thing was mentioned in the deal that allowed Japan to purchase US Steel, was it not?

Any thoughts you have to offer would be most welcome.

Thanks!

Q: A lead article in the NYT this morning stated that NVDA and AMD are expected to pay 15% of the money they take in from selling AI chips to China. It appears to be the price they must pay to do business with China. There is some concern about security issues. I would appreciate your take on this news,

Q: Hi,

What is the reason for sharp drop in Slf? Is this a buying opportunity? Thanks.

Shyam

Q: hi. can you comment on the earnings. and can you comment on why the downturn in the US was not known to investors etc.? quite a shock to those of us following ...
cheers