Investment Q&A

Q: Hi 5i Team - This has not been a favourable stock for a long time. However is it possible it may have some possibilities going forward. How much debt has been paid down and how much remains. How did the last quarter look. Do you think management has the capability to turn this around or is new management needed. Are there any fundamentals you think are noteworthy. Also what is the insider and institutional ownership and has there been any significant trading recently.
Thanks.

Q: SETM Please provide your comments on this ETF, or whether there are any suggested alternatives. thank you.

Q: At what level would you hold NBIS - full position, half position or…?

Q: Hi there, regarding your recent answer to fashion retailers, where in your opinion do you see price support for LULU being?

Also, where in your opinion do you see the bottom in a market correction where it becomes too irresistible to start adding for a full position?

Thanks!

Q: Considering buying SBUX because of its new leader. But I find LKNCY very attractive as well. - with good momentum this year.

What would your inclination be here? ….or both?

Thanks.

Q: could you confirm if Pagaya DOES NOT take any credit obligation from issuing personal loan asset-backed securities?
This was my ChatGPT research that provided this answer.
This would be an ideal business that just facilitates these transactions.
I put a laughably small amount into this stock so that i would not forget about it. I am up 23% and now want to initiate a 2% position.

Q: Please advise if there is any ETF for Sp500 or NASDAQ that uses 25 % leverage only.

Thanks for the great service

Q: I know you have mentioned HOOD as a high conviction stock before. I haven’t followed it but have always thought of it as a bet on crypto. In doing some reading, I see the platform is quite popular among young people, not just for trading crypto but also for stock trading. It has recently expanded outside the US and just announced they are launching a social network. Could I please get your thought on the new social platform? Could it have huge potential? HOOD has had a huge runup and is now around its all-time high. Would you buy HOOD today? If so, would you want for a pullback? Thanks.

Q: This utility company seems to have the volatility of a tech stock,do you think it could get back to its high of $25
Also anything you could tell me on why their dividend is so low for a utility and any info on growth,debt ,management,and ROE …Thanks as always

Q: Hello Peter,
These two stocks are the dogs in my portfolio and am not sure they will recover in a few years to get my money back. I was thinking of adding to BN, but was wondering if gold would be a better choice. I am just worried as gold is quite high and it could do the same as two i own when the whole world was talking about green energy. Gold could do a reversal .Instead of adding to BN, what would you recommend for gold exposure.. any thoughts please? Also, any comments on why Lumine group continues to slide? Appreciate it

Q: If I hold NBIS and NVDA am I concentrating the same sector? My understanding is that NBIS owns hardware and "rents" or sells the use of that hardware. Who completes with NBIS? Is it Amazon and Google?

These seem, individually, as great companies but if AI sentiment shifts or another game-changing breakthrough happens it could be painful. Thoughts?

Q: Hi! I just read that Newmont is delisting from TSX. I own this in a non-registered account. What happens to the shares, and do I need to sell and then rebuy on the US exchange? Thank you!

Q: Why the sudden rise today? Would you consider this a buy, sell or hold?

Thank you as always!!

Q: If OpenAi decided to go public in the next few years with a Market Cap of 1-2 trillion dollars, do you think this would launch Microsoft’s stock price? I’m guessing their original investment in OpenAi has compounded several times over.
Thanks

Q: i owen several 5 year rest perfered shares.I would like your opion on to hold them and if they are a ok hold for a period of time. they have performed well the past year.

Q: Is ODV a good buy for a 5 year time horizon. If not is there a similar company you would recommend?

Thank you!

Q: I was reviewing INVH for income because portfolio is excessively growth oriented. INVH seemed to me well-positioned with good prospects for price appreciation. I also thought INVH could be a good inflation hedge. It seems I am wrong on all the above. The value of INVH shares is down by more than 12% over 6 months, and down by over 16% in the past year. Is something wrong with the business? Or do you attribute poor share performance to negative sentiment? The latter seems too simplistic a reason however. But if it really is just sentiment , do you expect investor attitudes to grow warmer towards boring income producing companies? Like many other investors, I continue to stay dangerously in love with growthy tech. I have been trying hard to shake off the addiction.

Is INVH a good candidate to offset a growth-oriented ‘portfolios? If not INVH, then do you have other suggestions for income ?
If not real estate , for income, under current conditions do you prefer mature slower growth dividend payers over REITs? ( I have no clue on bonds). I would appreciate suggestions on conservative income-producing securities that you like that are available at reasonable prices currently (US, Europe, UK). Prices to buy below at are *always* helpful .

Q: Little DIV has been one of my best performing stocks this year,up 40% since I bought it and pays a great dividend.Any reason you can see for such an upward move.

Q: It is going down every day, and Insiders are selling. Should we sell, Maybe AI is hurting it.

Q: Hi. Have you had a look at NPCE, Neuropace? Your thoughts would be appreciated. Same question for ONWD, Onward medical.

Are there any other publicly traded companies that are involved the emerging brain computer interface space? I know that Alphabet has invested in neuralink, but are there other larger companies that have funded startups in the area that you are aware of? Thank-you.