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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: NVDA and PLTR announced a partnership to develop a business for corporate supply chain logistics. Is KXS about to get their lunch eaten by these big players?

Thanks.
Read Answer Asked by Joel on October 29, 2025
Q: My goal is to have $1,000,000 TFSA, currently at $320,000 (CAD) but have $40,000 USD cash in there from trims to CRWD (ty from 2018 <3) and PLTR. For US stocks I own SOFI, CELH, AMD, GOOG, META, AMZN. My plan for my TFSA is put new contributions in CAD and put in your CAD recommendations. But for the USD I have, can you recommend some US stocks WITH buy prices (willing to wait for drops to pick up stocks at a lower price)
Read Answer Asked by Danielle on October 27, 2025
Q: Hi 5i, What technology companies are likely to be in business in 20 years from today.
Of the above ?
Thanks
Read Answer Asked by Fernando on October 23, 2025
Q: Given its astronomic valuation, what kind of future you anticipate for a stock like this during a one year period around (from here to end of 2026) let's say? what would you say to those who persist to keep it in spite of the financial logic?

Thank you very much in advance for your sound judgement always appreciated.


Read Answer Asked by Gabriel on October 03, 2025
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.
Read Answer Asked by Adam on September 30, 2025
Q: For arguments sake, let’s say AI does start to eat Constellation’s lunch. How could a person hedge their position in Constellation? A company like Palantir?
Thanks
Read Answer Asked by Curtis on September 24, 2025
Q: hi, dear team:

just sell pltr and have some cash, thinking about buy MSFT ,BN BAM, TLT OR GOOGLE at today price, hope can hear yours idea. try to buy and hold for long time .appreicate!
Read Answer Asked by liang on September 15, 2025
Q: Anduril Industries is a private defense technology company that focuses on developing autonomous systems and AI-powered platforms for military applications.

Supposed to IPO in 2026. Would you consider buying it then?

Any other similar public company's worth investing in?

Thank you.
Read Answer Asked by Ross on September 02, 2025
Q: The first questions on PLTR appear in October 2020. At that time the response in general terms could be characterized as “we like it but it is expensive, there is sole party risk…take a small position”. The latest response is quite similar but of course the company is much more widely held.
Today the stock dropped at opening by 5% on high volume, likely some panic selling. By 2pm the stock is down by 2% so it’s climbing up off it’s lows.
My question: has the risk factor on PLTR increased since Oct 2020?
If I have mis-characterized 5i’s position please do not hesitate to correct me.
I do not own the stock but am mulling it over even though the AI sector seems to be weak.
One follow-up question: If NVDA reports good numbers will it raise all AI stocks?
Thanks,
Jim
Read Answer Asked by James on August 21, 2025
Q: In light of PLTR’s decline now can you think of other similar companies from the past that have come back and become market staples now…. Like an apple, Microsoft. Or an industrial or energy stock ? Or is PLTR such an anomaly that a more significant drop might be in the offing?
Read Answer Asked by Donald on August 21, 2025
Q: Good Morning Everyone,

I’ve heard a stat that claims that ~80% of the returns since “liberation day” have come from 10 stocks. (MAG 7, PLTR, ORCL, AVGO)
Is this true? Is this unusual?

May I have 10 each of your favourite CAN and US value stocks to look at please?

Thank you!
Read Answer Asked by Sandra on August 15, 2025
Q: Hello 5i, Would you buy these stocks today ? for a 2-3 years hold ?
thanks
Read Answer Asked by Fernando on August 13, 2025
Q: In the past few weeks you have answered questions and reviewed results on a number of stocks that generate a considerable amount of attention and endorsement by 5i
such as - HOOD,VRT,COIN,PLTR,KSI,APP,IONQ,PRL,GSY,KTOS,SOUN,RKLB,VHI,NBIS and CLS - having digested those recent results and conference calls are there any that have impressed beyond your expectations or, conversely, raised any red flag?

Thanks,

Terry
Read Answer Asked by Terry on August 12, 2025
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
Read Answer Asked by Gabriel on August 11, 2025
Q: I want to protect my gains and I want also to continue to be invested in this company. What kind of simple strategy you would suggest. To be clearest as possible, can you use the true digits of this company. It happen to me some times to buy call options in the past but I am far being an expert in options strategies.

Thank you very much in advance
Read Answer Asked by Gabriel on August 08, 2025
Q: Good morning 5i
could you please provide a number of US non dividend paying stocks that would be good for selling covered call options on in the current environment. thanks
Read Answer Asked by joseph on July 29, 2025
Q: Keeps moving to the right. What is the current institutional ownership? Can't just be retail investors moving the stock higher. Seems like analysts want to like the stock but they keep putting out low share price targets because of valuation.

Did TSLA, NVDA, AMZN etc have stretched valuations and then they grew into them? Can you see PLTR at a 1T market cap valuation over time?
Read Answer Asked by Sal on July 18, 2025