Investment Q&A

Q: What are the implications of DeepSeek - if proven, aside from loss of prestige? Loss of business/ product, fewer facilities, support capacity reduction, and so on? You likely already have questions on this topic. Appreciate your view.

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

Q: Is there anything you would buy today on the DeepSeek fallout? I have listed a few but am open to other suggestions. Thanks.

Q: Hello
I have 3 x 5i recommendations I should probably move on from AQN (- 68%),
EGLX (- 98%) and ILLM (-81%).

With the remaining combined funds I would need a 350% to recoup the loss back to even - assuming a 5yr min hold what would be 5is thoughts be for sector and position choice to reallocate ? I d prefer these be positions your moderators in fact own.

Q: Comments on the Deepseek news? Thanks

Q: In a question yesterday - attached - I asked you to recommend one or two US equities and listed those already held. In response, you gave me two equities which I had listed as already owned. Clearly you have not had your morning coffee:-) Please try again.

Yesterday's Question:
VRT has now grown to 9.5% of my total portfolio. (Thank you for the recommendation!) Would you let this winner run? Or would you be inclined to trim? If trim, what one or two US equities would you purchase (any sector) with the proceeds with a similar risk/growth profile...and why? The following US/international equities are already held: GOOG, NVDA, AMZN, MSFT, V, COST, AXON, ISRG, CLBT, and NBIS. Thank you.

Answer:

In our view, as a company aproaches 10% of a portfolio, the portfolio starts to become a bet on that single name and we would typically prefer to trim the position down. For something with a similar risk profile and growth potential, we might consider NBIS and CLBT, but both are higher risk.

Q: VRT has now grown to 9.5% of my total portfolio. (Thank you for the recommendation!) Would you let this winner run? Or would you be inclined to trim? If trim, what one or two US equities would you purchase (any sector) with the proceeds with a similar risk/growth profile...and why? The following US/international equities are already held: GOOG, NVDA, AMZN, MSFT, V, COST, AXON, ISRG, CLBT, and NBIS. Thank you.

Q: It’s now 2025, new Canadian leadership coming and reduced regulations/government in the US. You suggested on a reply today how a 50% US - 40% CAN - 10% Global portfolio mix might be right for today’s environment. Based on this, what is YOUR best ideas for a brand new $1M+ portfolio? Assume average investor, 15 year investment horizon with reasonable risk tolerance and loves when stocks go on sale..aka buy the correction attitude. As always.. you guys rock! Thanks. Don

Q: Hello 5i Team,

Looking into your crystal ball for 2025, is this the year for AMD to finally show some stock price appreciation? I have held it for several years now, and am still underwater by over 12%.

I’m losing some patience, considering the relative growth in NVIDIA (which I’ve done exceptionally well with and still hold, thanks to 5i). I notice that in recent questions, some 5i members also hold AMD, and I’m wondering if you guys are not losing patience, as well?

Do you have three other tech or AI-related picks (any cap size) that you have a much stronger conviction in than AMD, for a three-year hold? Or, is there a potential catalyst on the horizon that might indicate staying the course with AMD?

Thanks very much,

Brad

Q: Good day,

I've picked up the above on 5i recommendations, and they started as small positions, but have done very well TVK+150%, VRT+200%, POWL +120%, and 3 months on CLBT+45%. I had a bit of usd in my TFSA and put it in CLS last week, already +20%. I assume much of that due to Trumps 'promises'.

Now that these small positions have become as much as say, my initial purchase amount on BAM, is this a thing that one adds to, since my initial buy was lower? Or now that it's a larger position you just let it ride? With 5is help and my own dd, I've been doing very on my winners:losers ratio, but have a hard time determining what is a good point to add in. Are these names worth adding to before they report next? Please rank in order with which you would add to.

Cheers,

James

Q: Other than the joint venture partners, what companies do think will benefit the most from the AI infrastructure plan introduced by Pres. Trump on Tuesday? I suspect VRT and CLS will benefit, but I am sure there are others in AI support businesses.

Q: Looking for growth in my TFSA….your thoughts pls…

Q: I need to consolidate my tech holdings:I own NVDA, AVGO, VRT, CRWD, MSTR, AMZN, META and IYW (about 3% for each holding). Which stocks should I sell and why- for a long term hold?

Q: Hi. Do you still see AI story intact for 2025? If so, what stocks would you buy? thanks,

J

Q: Dear 5i
I currently hold VRT in my TFSA and was considering adding NBIS but was wondering if they are too similar in terms of what they do . If so could you recommend another smaller cap high growth stock instead .
Thanks
Bill C

Q: These companies caught my eye recently due to their broad exposure to infrastructure, energy and engineering. The 1 yr chart for MTZ is pretty good as well. However, some of MTZ's fundamentals I look for seem inconsistent (equity, EPS, free cash flow and operating income). I'm not sure what to make of this one, and see others (eg:PWR, J) in the energy infrastructure/engineering as also looking promising.

I'm not beholden to either of these (and please propose others), but now that I know such companies exist, can you recommend a few options for a "catch all" for exposure to electrical demands (AI, data centers) and upgrades (utility), other energy infrastructure (solar, hyrdo, transmission etc) and even communications (cell towers, etc). Perhaps a wide range here, but curious what comes back from 5i!

I'm particularly interested in your comments on management effectiveness

Q: This morning you recommended VRT us. I am wondering if there is a Canadian company that is in the AI infrastructure sector and trades on TSX. Also what is the best etf that can be bought on the TSX that focusses on AI infrastructure (US).
Cheers Steve

Q: Could you provide me with a few a few names that you feel will benefit from the build up of Data Centers to support AI and would Comfort Systems be on that list? Thank you.

Q: Yesterday, you gave me your top 4 conservative growth. Could you please give me your top 4 non-conservative growth in order please. Thanks Steve