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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: 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
Read Answer Asked by Marty on August 20, 2025
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?
Read Answer Asked by Chris on August 19, 2025
Q: Please rank the following stocks to purchase today for greatest growth potential. Thanks
Read Answer Asked by Ben on August 18, 2025
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.
Read Answer Asked by Catherine on August 12, 2025
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
Read Answer Asked by Bradley on August 11, 2025
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 ?
Read Answer Asked by Charles on August 07, 2025
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.
Read Answer Asked by Tim on August 07, 2025
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.
Read Answer Asked by sam on August 01, 2025
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
Read Answer Asked by Nick on July 31, 2025
Q: Please rank the following stocks to purchase today. Also, please rank them in order of potential runway for growth.
Thanks
Read Answer Asked by Ben on July 24, 2025
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?
Read Answer Asked by dan on July 22, 2025
Q: Hi a follow up to my previous question.
What do you believe as the best buying opportunity in the “US market” these days? 1 small cap stock 1 mid cap stock 1 large cap stock 1 ETF Thank you

Read Answer Asked by Nick on July 21, 2025
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