Q: Any idea about why it’s been so strongly last month or so? I take it you still think this is a buy even after recent gains. 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.
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Broadcom Inc. (AVGO $319.84)
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Garmin Ltd. (Switzerland) (GRMN $235.11)
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Goldman Sachs Group Inc. (The) (GS $809.50)
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JPMorgan Chase & Co. (JPM $287.97)
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Eli Lilly and Company (LLY $917.50)
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Mastercard Incorporated (MA $491.14)
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Visa Inc. (V $299.71)
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Constellation Software Inc. (CSU $2,519.21)
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Tesla Inc. (TSLA $380.30)
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Axon Enterprise Inc. (AXON $502.18)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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CrowdStrike Holdings Inc. (CRWD $428.18)
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Palantir Technologies Inc. (PLTR $155.68)
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Coinbase Global Inc (COIN $202.91)
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Robinhood Markets Inc. (HOOD $74.16)
Q: Hello 5i,
New to portfolio analytics, can’t say enough about this team! Bravo.
Circumstances forced me to shuffle financially this past year.
43, pension, rentals. 55 freedom or forget it.
Highest conviction, growth, maj; tech, leaning themes to the next decade, a sprinkle of sector diversity, large/mid/small caps, predominantly US. I’m aware of course of all the caveats here lol. A 12-15 starter pack would be fabulous.
This is you starting today; You have 300k.
I do add 700 per week, please exclude
BN, TRI, ISRG, COST, HIMS, NBIS, NVDA, BKSY.
Eagerly waiting! Thank you.
New to portfolio analytics, can’t say enough about this team! Bravo.
Circumstances forced me to shuffle financially this past year.
43, pension, rentals. 55 freedom or forget it.
Highest conviction, growth, maj; tech, leaning themes to the next decade, a sprinkle of sector diversity, large/mid/small caps, predominantly US. I’m aware of course of all the caveats here lol. A 12-15 starter pack would be fabulous.
This is you starting today; You have 300k.
I do add 700 per week, please exclude
BN, TRI, ISRG, COST, HIMS, NBIS, NVDA, BKSY.
Eagerly waiting! Thank you.
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Kinaxis Inc. (KXS $136.55)
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Kraken Robotics Inc. (PNG $9.14)
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Celestica Inc. (CLS $284.30)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
Q: Could you rank the growth of PNG, KXS,CLS,GLXY. Best first to least and would you rank hold/buy?
Thank you for your service!
Thank you for your service!
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Kinaxis Inc. (KXS $136.55)
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Kraken Robotics Inc. (PNG $9.14)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Brookfield Corporation Class A Limited Voting Shares (BN $53.73)
Q: What do you think of kinaxis as a growth stock? In the canadian landscape what would be 2 or 3 best choices in this aera (except Cls et Shopify )?
Thank you very much for your excellent service.
Thank you very much for your excellent service.
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Genius Sports Limited (GENI $4.70)
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Sportradar Group AG (SRAD $19.69)
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Nebius Group N.V. (NBIS $121.52)
Q: Just a comment....Warren Buffet is a legend worldwide...but in Canada...Peter Hodson is "The GOAT"...he has assembled a "Dream team" with Ryan Modesto, Chris White, & many others..to make the best...& only...research team/site to follow for success imo...the early picks of Nbis/q, Geni/q, Srad/q, Glxy/T...and many many more..have led to many winners along the way...best investment decision I ever made was to join 5i at the beginnig and will be a member for life...thanks for all you do, jb Piedmont QC
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Broadcom Inc. (AVGO $319.84)
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NVIDIA Corporation (NVDA $178.56)
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Tesla Inc. (TSLA $380.30)
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Kraken Robotics Inc. (PNG $9.14)
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Zedcor Inc. (ZDC $5.31)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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CrowdStrike Holdings Inc. (CRWD $428.18)
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Tantalus Systems Holding Inc. (GRID $4.60)
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Roblox Corporation Class A (RBLX $57.52)
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Coinbase Global Inc (COIN $202.91)
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Robinhood Markets Inc. (HOOD $74.16)
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Nebius Group N.V. (NBIS $121.52)
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Rocket Lab Corporation (RKLB $71.93)
Q: There has been a huge run in the AI related stocks which your service has nailed. Thank you! Are there other sectors that you think have growth and upside right now, and why? If you have a sector(let's say gold, or consumer, etc), could you give a couple names US and CDA as well? Or should I just look in your portfolios for your picks?
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Kraken Robotics Inc. (PNG $9.14)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Parsons Corporation (PSN $50.16)
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Genius Sports Limited (GENI $4.70)
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BlackSky Technology Inc. Class A (BKSY $25.63)
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Sportradar Group AG (SRAD $19.69)
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IREN Limited (IREN $41.66)
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Nebius Group N.V. (NBIS $121.52)
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TSS Inc. (TSSI $10.91)
Q: Thanks for NBIS! Any new calls that you like that could go the NBIS way? Thanks in advance.
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Strategy Inc (MSTR $138.24)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Coinbase Global Inc (COIN $202.91)
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Robinhood Markets Inc. (HOOD $74.16)
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ISHARES BITCOIN TR (IBIT $39.82)
Q: HI guys,
On CNBC last week Michael Saylor discussed MSTR and one of the things he mentioned was it was designed to be 2X BTC movement.
I'm talking short term history here, not over years.
In the past 5 days Mstr is -1.32%, 1 month it is -15.96% and the past 3 months it is - 13.43%
However BTC has performed past 5 days +4.67%, 1 month - 2.31% and 3 month +11.1%.
As you can see BTC has outperformed MSTR quite substantially over the recent past.
Why would you think this is happening? Is the MSTR trade done? What do you reccomend for BTC exposure?
Thanks
Sheldon
On CNBC last week Michael Saylor discussed MSTR and one of the things he mentioned was it was designed to be 2X BTC movement.
I'm talking short term history here, not over years.
In the past 5 days Mstr is -1.32%, 1 month it is -15.96% and the past 3 months it is - 13.43%
However BTC has performed past 5 days +4.67%, 1 month - 2.31% and 3 month +11.1%.
As you can see BTC has outperformed MSTR quite substantially over the recent past.
Why would you think this is happening? Is the MSTR trade done? What do you reccomend for BTC exposure?
Thanks
Sheldon
Q: hi..previous question asked ..Would you continue to hold and your outlook
thx
thx
Q: Hi 5i
Do have any insight into what has been driving glxy today...any news available...
would you continue to hold ?
thx
Do have any insight into what has been driving glxy today...any news available...
would you continue to hold ?
thx
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Amazon.com Inc. (AMZN $208.76)
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Costco Wholesale Corporation (COST $974.78)
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Intuitive Surgical Inc. (ISRG $479.93)
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NVIDIA Corporation (NVDA $178.56)
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Booking Holdings Inc. (BKNG $4,294.29)
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Amphenol Corporation (APH $130.65)
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Salesforce Inc. (CRM $194.99)
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Eli Lilly and Company (LLY $917.50)
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United Rentals Inc. (URI $719.95)
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WSP Global Inc. (WSP $219.31)
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Axon Enterprise Inc. (AXON $502.18)
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Celestica Inc. (CLS $284.30)
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Thomson Reuters Corp (TRI $93.26)
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Berkshire Hathaway Inc. (BRK.B $481.48)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Vertiv Holdings LLC Class A (VRT $269.17)
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RTX Corporation (RTX $200.73)
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Shift4 Payments Inc. Class A (FOUR $41.95)
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BlackSky Technology Inc. Class A (BKSY $25.63)
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Brookfield Corporation Class A Limited Voting Shares (BN $53.73)
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Lumine Group Inc. (LMN $24.00)
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Nebius Group N.V. (NBIS $121.52)
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Alphabet CDR (CAD Hedged) (GOOG $49.17)
Q: Hi I currently hold these US companies. Can you please suggest your top 10 US companies that would compliment these the best for a long term hold? In order ideally. A growth rating 1-10 (10 being the best) and a risk rating 1-10(10 being the riskiest)
Thanks so much
Thanks so much
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Applovin Corporation (APP $439.92)
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Robinhood Markets Inc. (HOOD $74.16)
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BlackSky Technology Inc. Class A (BKSY $25.63)
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Rubrik Inc. Class A (RBRK $50.92)
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Rocket Lab Corporation (RKLB $71.93)
Q: Dear 5i
Out of the above listed stocks , what would be your order of preference in a margin account and a TFSA account . By preference i mean level of earnings and quality of company ?
Also would you add any of these names to an RRSP , assuming an otherwise balanced portfolio , or perhaps consider CLS , Nebius or SRAD instead ?
Thanks
Bill C
Out of the above listed stocks , what would be your order of preference in a margin account and a TFSA account . By preference i mean level of earnings and quality of company ?
Also would you add any of these names to an RRSP , assuming an otherwise balanced portfolio , or perhaps consider CLS , Nebius or SRAD instead ?
Thanks
Bill C
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Zedcor Inc. (ZDC $5.31)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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ADF Group Inc. Subordinate Voting Shares (DRX $8.90)
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Propel Holdings Inc. (PRL $18.01)
Q: I currently hold ADF Group and Propel holdings in my TFSA. I am considering selling these and adding to Galaxy Digital and Zedcor, which I have very small positions in. The objective would be better growth. I would appreciate your comments.
Q: Hi 5i
Today the "Company announced it has partnered with Superstate to allow stockholders to tokenize and hold GLXY shares onchain....This milestone marks the first time a public company has tokenized its SEC-registered equity directly on a major blockchain. "
What does that mean and how do you view this transaction going forward ? Is it big positive or not and potential positive catalyst?
thx
Today the "Company announced it has partnered with Superstate to allow stockholders to tokenize and hold GLXY shares onchain....This milestone marks the first time a public company has tokenized its SEC-registered equity directly on a major blockchain. "
What does that mean and how do you view this transaction going forward ? Is it big positive or not and potential positive catalyst?
thx
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.26)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $173.84)
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Kraken Robotics Inc. (PNG $9.14)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
Q: Hi, will soon be making two additions to my TFSA. For long term growth, which of these would you choose, and at what buy price? Thanks for your excellent service!
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.26)
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Celestica Inc. (CLS $284.30)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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BlackSky Technology Inc. Class A (BKSY $25.63)
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Nebius Group N.V. (NBIS $121.52)
Q: Looking to add to a diversified portfolio. What would you pick from this list for 10year hold. Looking for best possible return potential. Is there another to consider that’s not part of this list?
Q: Markets dont seem to like the news out today, thoughts?
Q: Galaxy glxy/t getting hit 8+% on the $1.5B finance announce for the Helio project....does everything seem in-line with the financing, in your opinion, and longer term...how much will the project be beneficial to Galaxy, in their relationship/partnership with Coreweave. and finally....is the C$35 level a good price (longer term) to add to a position....thx as always for great Service, jb
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Dollarama Inc. (DOL $183.48)
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WSP Global Inc. (WSP $219.31)
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Celestica Inc. (CLS $390.85)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.26)
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goeasy Ltd. (GSY $35.54)
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5N Plus Inc. (VNP $29.06)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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MDA Space Ltd. (MDA $45.13)
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Propel Holdings Inc. (PRL $18.01)
Q: Hi, all of these stocks look quite over-valued. Please rank them in order of which ones you might start nibbling on, along with general entry prices. I know you don't like to time the market, but there may very well be dips coming up! Thank you.
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ATS Corporation (ATS $42.67)
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Kraken Robotics Inc. (PNG $9.14)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Nvidia CDR (CAD Hedged) (NVDA $40.38)
Q: I want to consolidate some small positions. I am interested in best growth opportunity. Can tolerate higher risk. To this end can you help me choose between:
ATS or PNG, ATS or GLXY, PNG or GLXY and finally between GLXY and NVDA:CA
I appreciate your opinion. Thanks.
David
ATS or PNG, ATS or GLXY, PNG or GLXY and finally between GLXY and NVDA:CA
I appreciate your opinion. Thanks.
David