Investment Q&A

Q: In a registered US account I have the following companies. They have all done well. Thanks to your advice. I wanted to raise some cash in the account and looking to trim. Are there any that stand out to trim? They are all roughly 12% of portfolio with NBIS being slightly more. Any preference?
Thanks very much

Q: I believe IBKR came out with results on Oct 16; May I have your comments and your outlook for this issue please.

Q: What is your view on Interactive Brokers ? We ae looking start a position in a US based brokerage, with solid financials and some upside from Crypto perspective too. If you consider this a decent name in the sector, is it buyable at current levels, after stock seems to have settled, post addition to S&P.

Thank You

Q: Would appreciate your view of their earnings.

Q: What are your thoughts on IBKR as it's stock price seems to be breaking out and over 1/2 its business is retail investors.

Hood has done "tremendous" as of late, do you think IBKR could be next to outperform?

thnx

Dave

Q: May I have your take on Webull please? (BULL:US)

Thank you.

Q: Im down 35%. Should I hold on and wait for a recovery or are there better options out there?
Thinking 1-2 yr hold?
Thanks as always

Q: The portfolio manager of the Mawer Investment Management fund, Jeff Mo, recommends these 3 stocks to withstand the trade war: IBKR, RMD and APH.

In the present context, what are your views on these stocks, would you buy them now and what would be your entry prices ?

Alternatively, which would be your preferred stocks for a trade war ?

Gratefully,

Jacques IDS

Q: In a recent response to another member you mentioned "IBKR is almost twice the size of HOOD ($99B vs. $56B market cap, respectively)".

I ended up looking into IBKR and HOOD a bit more and discovered this about IBKR:

Depending on the data platform, some list the IBKR market cap as ~$25B and others list it as ~$99B. This has to do with whether you consider both public and private shareholders counts when calculating market cap.

I learned that GAAP handles this where the non controlling interests are removed from the income statement ("less net income attributable to non-controlling interests" which was $2.652B for 2024 leaving $765B Net Income) to leave only the net income attributable to IBKR public share holders. The bigger chunk goes to IBG Holdings controlled solely by Thomas Peterffy.

Based on this I believe IBKR is half the size of HOOD, at least the portion that common shareholders attribute earnings too.

How do you think about companies structured like this?

Q: For a buy today, which one, or both and why?
Thanks Again

Q: Hi !

Graceful if you would provide your views on IBKR now.

Its price has now doubled in less than a year and it seems to have positive momentum.

Would you let that particular winner run or add to it or reduce ?

Which are, in order, your favorites for growth in that sector ? And, what about an etf ?

Gratefully,

Jacques IDS

Q: My focus is on financial alternative investments. We have positions in BN KKR IBKR [thanks], and are considering adding stocks from indexes/ratings [MSCI/SPGI], other exchanges, asset managers. Please list and rank your highest conviction names. What percentages would you allocate to each [including BN IBKR and KKR]. And, lastly, which ones would you advise, if any, for a full position now.

Q: Q: Hi 5i team,

What would be your current 5 best (highest conviction) US buys “in order” in each of the following categories please.
1. small cap
2. mid cap
3. Large cap
Hold target is 5- 10 years.

Thank you

Q: Hi,
I own TT, PWR, HEI and TT. Looking to add to this industrial theme, if you think that's a good idea? I need a stock that's in a reliable sector without gut wrenching volatility. What do you advise? Are there CDN stocks you'd recommend?

Q: Hello 5i,

We sold two stocks that had were poor performers but they improved in the past few months in our RRSP. Can you rank the following stocks to purchase if we were to initiate a 1/4 position today for a 5-year hold? Our intention is to start 2 or 3 positions to see where they go, and add funds to the best two over time.
Would the ranking be the same for a TFSA or non-reg account?

Thank you
D&J

Q: What do you think of Schwab now after its stock price haircut?

Earnings weren’t good but they just got a lot of new clients with their latest acquisition.

Q: I am currently underweight Health and Financials in the U.S. Can you please provide your top 3-5 picks for each based on current valuations and considering a 5 year+ timeframe??

Q: Looking for advice on how to rank these 3 stocks for a medium-term investment. All seem solid based on past performance and metrics but not sure if any have a particular advantage given their respective foci and expansion potential.

Q: I currently hold all these stocks, with the exception of elf. I came up with the thanks in large part to 5i as these are names that have come up in various Q&As. If you had to pick only 10 to hold long term (which for me is 1 year), what would be your ten? The 10 should be those that are the best expected performs regardless of diversification or risk. Just the top 10. Alternately., would you suggest holding them all but with different weightings and if so please comment on a suggested weighting.

My plan was to hold 10 with 10% in each but I’m not married to that idea.

Thank you kindly.

Jason

Q: My wife owns the stocks above. She is looking to add 1 to 2 more stocks in the new year. Can you recommend a couple us and Canadian?