Q: Don't have a position either of the stocks. Looking for the most upside which would you side with?
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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: Could you please compare and contrast the fundamentals of TSSI vs BKSY? Which would you buy now, for a 3 year hold?
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Kraken Robotics Inc. (PNG $4.61)
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Galaxy Digital Inc. Class A common stock (GLXY $43.03)
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Parsons Corporation (PSN $81.46)
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Genius Sports Limited (GENI $12.75)
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BlackSky Technology Inc. Class A (BKSY $19.71)
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Sportradar Group AG (SRAD $28.97)
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IREN Limited (IREN $41.86)
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Nebius Group N.V. (NBIS $107.70)
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TSS Inc. (TSSI $17.66)
Q: Thanks for NBIS! Any new calls that you like that could go the NBIS way? Thanks in advance.
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Amazon.com Inc. (AMZN $219.78)
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Costco Wholesale Corporation (COST $915.95)
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Intuitive Surgical Inc. (ISRG $441.12)
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NVIDIA Corporation (NVDA $178.19)
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Booking Holdings Inc. (BKNG $5,548.00)
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Amphenol Corporation (APH $122.60)
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Salesforce Inc. (CRM $243.43)
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Eli Lilly and Company (LLY $724.54)
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United Rentals Inc. (URI $947.27)
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WSP Global Inc. (WSP $271.19)
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Axon Enterprise Inc. (AXON $708.84)
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Celestica Inc. (CLS $243.79)
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Thomson Reuters Corp (TRI $157.02)
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Berkshire Hathaway Inc. (BRK.B $500.03)
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Galaxy Digital Inc. Class A common stock (GLXY $43.03)
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Vertiv Holdings LLC Class A (VRT $138.62)
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RTX Corporation (RTX $163.35)
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Shift4 Payments Inc. Class A (FOUR $79.12)
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BlackSky Technology Inc. Class A (BKSY $19.71)
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Brookfield Corporation Class A Limited Voting Shares (BN $95.34)
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Lumine Group Inc. (LMN $39.50)
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Nebius Group N.V. (NBIS $107.70)
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Alphabet CDR (CAD Hedged) (GOOG $40.22)
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 $43.03)
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Applovin Corporation (APP $669.86)
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Robinhood Markets Inc. (HOOD $121.78)
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BlackSky Technology Inc. Class A (BKSY $19.71)
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Rubrik Inc. Class A (RBRK $82.15)
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Rocket Lab Corporation (RKLB $46.26)
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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Booking Holdings Inc. (BKNG $5,548.00)
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United Rentals Inc. (URI $947.27)
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Axon Enterprise Inc. (AXON $708.84)
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Vertiv Holdings LLC Class A (VRT $138.62)
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BlackSky Technology Inc. Class A (BKSY $19.71)
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Sportradar Group AG (SRAD $28.97)
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Nebius Group N.V. (NBIS $107.70)
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Nvidia CDR (CAD Hedged) (NVDA $40.74)
Q: Good Afternoon
I am attempting to diversify away from NVDA due to its large percentage of my holdings. I also have good gains in both NBIS and VRT although I am comfortable with their current weighting and both have room to grow. Assuming all 3 will somewhat move in unison does it make more sense to pick a non AI related stock rather than add to NBIS and VRT? If that is the case can you give me suggestions on what to add?
Thank you
I am attempting to diversify away from NVDA due to its large percentage of my holdings. I also have good gains in both NBIS and VRT although I am comfortable with their current weighting and both have room to grow. Assuming all 3 will somewhat move in unison does it make more sense to pick a non AI related stock rather than add to NBIS and VRT? If that is the case can you give me suggestions on what to add?
Thank you
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $195.40)
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Celestica Inc. (CLS $243.79)
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Galaxy Digital Inc. Class A common stock (GLXY $43.03)
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BlackSky Technology Inc. Class A (BKSY $19.71)
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Nebius Group N.V. (NBIS $107.70)
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?
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Celestica Inc. (CLS $339.84)
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Kraken Robotics Inc. (PNG $4.61)
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Zedcor Inc. (ZDC $4.84)
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Vitalhub Corp. (VHI $11.23)
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Topicus.com Inc. (TOI $145.20)
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BlackSky Technology Inc. Class A (BKSY $19.71)
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Propel Holdings Inc. (PRL $30.25)
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Lumine Group Inc. (LMN $39.50)
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Nebius Group N.V. (NBIS $107.70)
Q: Please rank the following stocks to purchase today for greatest growth potential. Thanks
Q: Would you initiate a position in the stock or let things settle for a bit?
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Genius Sports Limited (GENI $12.75)
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BlackSky Technology Inc. Class A (BKSY $19.71)
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Rubrik Inc. Class A (RBRK $82.15)
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Rocket Lab Corporation (RKLB $46.26)
Q: In what order would you be inclined to purchase a partial amount of these?
While I understand that all are high risk, are there any you would caution about?
Thanks.
While I understand that all are high risk, are there any you would caution about?
Thanks.
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NVIDIA Corporation (NVDA $178.19)
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Super Micro Computer Inc. (SMCI $45.82)
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BlackSky Technology Inc. Class A (BKSY $19.71)
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Nebius Group N.V. (NBIS $107.70)
Q: Good morning Peter and Team!
I have small positions in both SMCI and BKSY. After recent results, I’m considering consolidating into one company.
Which name do you have more conviction in, given a two-year time frame? For some context to other holdings in my portfolio, I have a very overweight position in NVDA and 3.3% in Nebius.
I echo the other members in thanking you for the NBIS idea, as I hadn't heard of this name until it was mentioned by 5i Research!
Thank you,
Brad
I have small positions in both SMCI and BKSY. After recent results, I’m considering consolidating into one company.
Which name do you have more conviction in, given a two-year time frame? For some context to other holdings in my portfolio, I have a very overweight position in NVDA and 3.3% in Nebius.
I echo the other members in thanking you for the NBIS idea, as I hadn't heard of this name until it was mentioned by 5i Research!
Thank you,
Brad
Q: Using wisdom from 5i I like to think I have a good policy of dealing with winners- which I've had many being a long time subscriber, as they get to 10% of my portfolio I trim back to 5-7%, this system has worked very well. I struggle with handling loosers, which are few and far between I must say, I'm down 15% and appears that loss will get bigger today on BKSY. I realize every company is a different situation and have often read " often the best thing to do is nothing", curious how staff at 5i handle loosers, get out at 25% down or ?
Q: Seemingly poor results from BSKY today. Unexpected? Please update your views on this company and note any changes since the last company specific answer below. Is it a buy, sell or hold and if a buy, at what price?
The sector has seen some fairly aggressive profit-taking and that is partly to blame. BKSY shareholders are also adjusting to the fairly large recent convertible financing. But the outlook really has not changed, is still quite positive in terms of growth expectations, and we would still be comfortable buying. But it is a risky small cap company still, so we would size a position accordingly.
The sector has seen some fairly aggressive profit-taking and that is partly to blame. BKSY shareholders are also adjusting to the fairly large recent convertible financing. But the outlook really has not changed, is still quite positive in terms of growth expectations, and we would still be comfortable buying. But it is a risky small cap company still, so we would size a position accordingly.
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Meta Platforms Inc. (META $743.75)
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Alphabet Inc. (GOOG $247.18)
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Monolithic Power Systems Inc. (MPWR $887.55)
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Pegasystems Inc. (PEGA $58.66)
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Applovin Corporation (APP $669.86)
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Genius Sports Limited (GENI $12.75)
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BlackSky Technology Inc. Class A (BKSY $19.71)
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Sportradar Group AG (SRAD $28.97)
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ODDITY Tech Ltd. (ODD $60.99)
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Nebius Group N.V. (NBIS $107.70)
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Sezzle Inc. (SEZL $84.19)
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Nvidia CDR (CAD Hedged) (NVDA $40.74)
Q: For a TFSA how would you rate this group. Willing to accept risk - looking for high return over 3-5 year period. Not tied to any If any not suitable, please suggest others. Bottom line - please advise your high conviction list of 7. Thank you.
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Alphabet Inc. (GOOG $247.18)
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BlackSky Technology Inc. Class A (BKSY $19.71)
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Nebius Group N.V. (NBIS $107.70)
Q: In reference to a question asked on July 21st, I asked about the best buying opportunity in the US market these days.
You replied:
Small cap: BKSY
Med: NBIS
Large: GOOG
Has this changed? Thank you
You replied:
Small cap: BKSY
Med: NBIS
Large: GOOG
Has this changed? Thank you
Q: BKSY seems to be in a freefall. Any concerns or is it a buying opportunity? I purchased after the recent initial 15% drop and it's dropped another 10% since then.
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Celestica Inc. (CLS $339.84)
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Kraken Robotics Inc. (PNG $4.61)
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Zedcor Inc. (ZDC $4.84)
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BlackSky Technology Inc. Class A (BKSY $19.71)
Q: Please rank the following stocks to purchase today. Also, please rank them in order of potential runway for growth.
Thanks
Thanks
Q: How would you compare these two companies for long-term investments?
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Cantaloupe Inc. (CTLP $10.55)
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Genius Sports Limited (GENI $12.75)
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BlackSky Technology Inc. Class A (BKSY $19.71)
Q: Thanks for the CTLP pick. Could you please recommned a replacement now that it's being bought out? Doesn't have to be in the same sector, just similar size/potential?
Q: Hi Folks,
Big drop in Black Sky this morning, down 15%. Do you see this as a buying opportunity or is there something material that’s changed here?
Do you still see this company as a compelling buy?
Thanks for all you do!
Big drop in Black Sky this morning, down 15%. Do you see this as a buying opportunity or is there something material that’s changed here?
Do you still see this company as a compelling buy?
Thanks for all you do!