Investment Q&A

Q: Your last question on this company is from 2021 and it has done rather well since then, up around 330%. What would be your current assessment?

Q: Hello,
The news release as of yesterday Sept 22, 2025, , "BitMine sells approximately 5.22 million shares at $70.00 per share and approximately 10.4 million warrants with a strike price of $87.50

BitMine common share sale is a 14% premium to the closing price of BitMine Common Stock on September 19, 2025

BitMine remains supported by a premier group of institutional investors including ARK's Cathie Wood, MOZAYYX, Founders Fund, Bill Miller III, Pantera, Kraken, DCG, Galaxy Digital and personal investor Thomas "Tom" Lee to support BitMine's goal of acquiring 5% of ETH"

Why would institutions pay a premium when they can simply buy it at market price for less than the $70 offering.. is it because at the market price which is less than $70, they won't get as many shares? I would appreciate your thoughts..

Q: I have $10k to invest and I want to buy some stocks (Canadian or CDR) that are underpriced.

I was thinking to invest in TRI, MDA, TFII, TVK and GSY. Maybe Amzn.

For a 3 year hold, how would you rank these stocks? Any other suggestions.

Q: All 3 stocks have recently been down and are continuing to drop today (Tuesday). Your blog on the CSU/Leonard call about AI recapped what was said and indicated premiums assigned to these stocks may be lowered. Looks like it's now underway. I was hoping for more thought on what might happen in the future? As many of your customers own these stocks, it would be nice if 5i could issue quick reports on them. Are they still rated high or have they gone down a notch, or two or three? Are they rated buy, hold or sell? Where does 5i see these stocks' prices in 3, 6 and 12 months from now? I realize there are many unknowns and predicting the future is tough, but 5i has done this generally quite well in the past. These 3 stocks appear to widely held and deserve more attention at this time.

Q: Can i have you opinion on this company please. What is the risk/reward opportunity.

Thank you for your assistance.

Q: I am looking for companies generating >20% over 1, 3, 6 month and 1, 3, 5 and10 years with steady growth and reasonable volatility. IAG meets my criteria and has eaten IFC's lunch over the above noted reporting periods. Would you endorse IAG and can you suggest other Canadian stocks meeting the same criteria. Thank you

Q: I had CELH on my watchlist 'forever' but its share price kept bolting away from me and I thought of giving up the chase. But I see the company has a consensus ‘strong buy’ . CFRA now rates it a hold , up from sell. Bespoke Investments added it today to its model “Growth Basket” . I add this information knowing you would not allow it to prejudice your thinking.

CELH looks overpriced to me. At best, risk-reward looks balanced. I am hesitant to buy (I am VERY shy , you know). Nevertheless, I am back to reviewing the business again. I would value your insight and your opinion, with substance please. What do you think of the prospects for appreciation in value of the shares.

Q: Good evening,

With the understanding that the above equities are to be considered high risk and somewhat speculative, in what order would you buy these (please exclude any names that you would not consider buyable)?

Are any of them particularly compelling at this time?

I already own a fair bit of IBIT and ETHA, as well as COIN, HOOD, GALAXY. but looking to add a little spice to the portfolio.

Thank you,

Q: Hello, what’s happening with Zedcor this morning(18th)? Thanks

Q: What's the main thesis surrounding GRID and what drives it's growth? I know it's related to the electrical grid so it must be around the increased investment needed to improve reliability of the grid and to increase grid capacity for increased electrification but maybe I'm missing something.

Who would be its main competition and what is considered a good entry price?

Q: On Sep 12, 2025 you commented:

GIB.A can benefit from AI, and it is heavily investing in AI, but some consultant roles can be replaced by AI, and overall we think there are more interesting names in the market right now for the growth model portfolio.

Who are the more interesting names? Canadians, American and Why do think they will do better?

Q: There has been a huge run in the AI related stocks which your service has nailed. Thank you! Are there other sectors that you think have growth and upside right now, and why? If you have a sector(let's say gold, or consumer, etc), could you give a couple names US and CDA as well? Or should I just look in your portfolios for your picks?

Q: Can you explain how Nebius expects to become profitable, and when?

Despite the nice Microsoft contract, its business has very high capital expenditures to pay for data centres, latest GPUs, power, humans, etc. I wonder about things like how much cash it has, how long that will last, the cost of its capital, how it raises capital, the risk of inflation on costs, etc. I also wonder if it's other businesses (Toloka, Avride, Triple 10 and Clickhouse) are at all priced in, and whether any of these would possibly be spun out.

Any further insights you might have would be appreciated.

Q: Which ones (if any) would you buy and hold and forget for 10 years?

Q: Thanks for NBIS! Any new calls that you like that could go the NBIS way? Thanks in advance.

Q: What is the news on RIOT, please. It seems to be on quite a tear lately, hitting new highs consistently. Thanks!

Q: Hello! Wondering if you have an updated opinion of BITF since your last comment? Thank you!

Q: It is said that AI will decrease the need for software or processes provided by software technology companies. Some fund managers have said that they have reduced their software holdings. Of the companies listed, are any more "immune" to the effects of AI?

Q: Hi again,
Like CLS, these stocks have risen quickly and might be overvalued. Like CLS, some analysts seem to think the ride can continue.
Would you be comfortable initiating a position, at which price and why, please?
Thank you

Q: I note that you have trimmed WELL and are adding CPH. Can you provide a bit more color on CPH. There are few questions in your database and the most recent mention by you has it well down in a long list of companies with growth potential so it is curious to me how it made it to your most recent add list. Many thanks. I too have grown weary of WELL so the might be a good time to move on, to CPH? Thank you