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?
With the passing of new crypto legislation and the rise of ETH and stable coins, what do you think is the best way to play this and does it have long term growth potential? Also what are the big risks? Looking for a pick and shovels name. Now that the legislation has been passed, is this more sell the news?
In the crypto space, I'm only holding GLXY (4%), which I'm up 75% and has done very well. I also have core long term holdings in V, JPM, and MA. Could stable coins hurt or benefit these names as well or are they complementary? Been watching CRCL, HOOD and COIN as well but they've been on a tear and I'm hesitant to buy at these levels. Thanks!
Q: What are the prospects of Coinbase? I recently listened to a podcast where they extolled its future role in speeding up money transfers and currency conversions and transactions across different countries. Sounded really convincing, but was hard to judge biases from the contributors.
Q: Crypto. As a retiree, I have stayed away from the whole bitcoin field, and from afar, have watched my nephews exulting in their current success. Even at my age, I am not immune to FOMO. I am not fearful of risk but have stuck to areas that have some form of business that I can wrap my mind around. Like NBIS, and Kraken, thank you very much. If I was to stick my toe in the crypto area, what approach would you suggest? I'm guessing an ETF but which one? Thanks for your ongoing advice, to me and to all your other subscribers. Using 5i guidance over the years, I have a decently performing, balanced portfolio, weighted with RBC, SLF, ENB, the Brookfield gang and the like. A dash of crypto? all the best
Q: I have a low cost base on MSTR and it has become wildly outsized as a position in my portfolio. I want to maintain significant exposure to BTC and crypto more generally but diversify this exposure to maintain my exposure levels while reducing the company specific risks that I currently have. To keep this outside of being direct investing advice, if you were to start a small crypto portfolio using $10,000 and wanted MSTR to be a part of it, what else would you buy and in what position size to enjoy diversified crypto exposure? Note, it doesn't have to be all directly tied to BTC if you think ETH or SOL deserve attention.
Q: I would like to start a position in the crypto/blockchain space of approximately 5% in my portfolio. How do you best envision me achieving this goal?
Q: What are some companies that would meet the criteria of accelerating earnings earnings surprises broker upgrades increase trade volume that 5i discussed on July 7 I am thinking CLS Any others that come to mind? Thx
Q: For Crypto exposure, I have a 1.5% position in COIN, a 2% position in GLXY (up 25%) and a .5% position in MSTE. I want to invest another 1.5% by either bringing COIN to 3% or investing in HOOD at 1.5%. Would you add to COIN or diversify into HOOD? Would you be comfortable with 5.5% total in diversified Crypto holdings?
Q: Genius act being passed in the USA for stablecoins. Will this effect other, Crypto etc
Does 5I have any suggestion for stocks or wait & see. will it also effect payment type stocks. Tks 5i
Q: For a small amount of risk money, what is your top recommendation for the next 12 months? What stock or ETF sub-sector do you see with the greatest upside potential?