Investment Q&A

Q: Do you see a urge in price of Bitcoin after January 20th when President

Trump comes in power ? What plays should one look at RAK

Q: 1. The drop in UBER’s share price seems overdone. Would you agree?
2. In your view is Uber keeping pace with the deployment of “advanced” AGI in its platform?
3. Is Uber’s management still capable of holding its own in a knife fight with Tesla, BYD, or Waymo?
4. I have used Uber in several foreign cities and am impressed by the superb level of service . Notwithstanding the query in (2) , my concern is not management but more the likelihood of Uber facing challenges from municipal governments and taxi- operators. Uber may not be out of danger from regulatory and other hurdles. Your views?
5. What do you have for forward P/E, and PEG ? (Sites I use depict wildly different ratios).
6. Do you consider Uber a buy ? If yes, what price levels would a buy seem reasonable?

Many thanks. All the best. :ao:sab

Q: Does APP have a moat at all?
Are there short sellers or is it a candidate for short sellers?
It employs AI but is there much risk that another firm uses AI to knock out its momentum?
What other risks do you see it has?

Q: Hi Team,
I hold the following stocks in my TFSA with the indicating weightings within the TFSA. BN (17.5%), HPS.A (6.4%), LMN (18.6%), META (26.3%), SHOP (13.9%), TTD (16.9%). I am looking for advice for what stock I should add for my 2025 contribution. Could I please have your 3 "best" ideas to add to my TFSA ranked in order. I am looking for something solid with high potential (multi bagger potential) with solid management. Another NVDA would be nice (not asking to much here..lol). Time frame would be 10yrs plus ( I am 45 aiming for the dream of freedom 55).

Thanks,
Shane.

Q: You recently said that TSU has been frustrating and is a Hold. How would you rate holding it vs exchanging for EQB? Or maybe there is a better financial? There are no tax implications.

Thanks.

Q: I have some money sitting on the sidelines. What would be your top 5 stocks to buy this year? Looking for modest growth and not high risk.

Thanks

Q: I have made some updates to my portfolio before heading into the new year and am looking for your thoughts on total portfolio. I have it all in TFSA and am 28 years old with a long time horizon. Could you give me your opinion over next 1, 3, 5 years of portfolio.

What changes might you make to this portfolio to stengthen it?

Portfolio Breakdown:
Stock Amount Invested (USD) % of Portfolio
NVDA $6,500 12.04%
SHOP $2,840 (converted from CAD) 5.26%
AMZN $2,650 4.91%
MSFT $2,520 4.67%
MELI $2,483 4.60%
PLTR $2,250 4.17%
TSM $2,000 3.70%
CRWD $1,830 3.39%
GOOGL $1,780 3.30%
TTD $1,767 3.28%
ISRG $2,180 (converted from CAD) 4.04%
META $2,150 (converted from CAD) 3.98%
BRK.B $1,470 2.72%
AXP $1,560 2.89%
LLY $1,500 2.78%
DIS $1,280 (converted from CAD) 2.37%
NBIS $840 1.56%
CELH $700 1.30%
SMCI $392 0.73%
SPCE $188 0.35%
XRP $120 (converted from CAD) 0.22%

Thanks,
Dan

Q: When will GLXY listed on Nasdaq after re-domiciling to Delaware ? Would that listing cause dilution and temporary price drop ? Thanks a million .

Q: What would be your preferred Bitcoin stock or ETF to buy in Canada & the USA?

Thank you.

Q: Happy New Year 5i.

I want to add $14000 of Canadian small caps to the two TFSAs in my family. I'm looking at adding two of VHI, ZDC, MDA, and E in equal amounts. Can you rank them in order of preference with a brief explanation? Thanks.

Q: Happy New Year !
What are a handful of top picks please for this year's TFSA and RRSP contributions? Max long term growth is the goal here.
Thanks very much.

Q: May I have your thoughts on this company please?
John

Q: I am only interested in holding Canadian Long Term Compounders. I am looking for companies with decent ROIC, ROE and good balance sheets and preferably owner/operators with skin in the game. In the Canadian space of my portfolio I hold CSU, ATD and TFII. My question is could you provide to me 10 small and mid cap Canadian names that you would feel would make the best long term compounders to hold for at least 5-10 years.

Q: what do you think about the potential of this company and do you know why the big price drop today?

Q: Happy New Year to all 5i staff.

What are your top 3 picks in Canada and the US for 2025?

Thank you for all you do!

Q: Can you reference your last comment on Gatekeeper Systems and has anything changed while you comment on their last earnings report and outlook going forward. Thank you and Merry Christmas to everyone and your families.

Q: I'm wallowing in Consumer Discretionary ideas. Can you please rank the following for most likely highest gains in 5 years? What would an ideal basket of 5 stocks be? Also would you be cautious on this sector in 2025?

ULTA, LULU, TSLA, UBER, AMZN, CELH, DOO, MG, ATZ, AAPL, BKNG, QSR, ONON, DOL, CROX

Q: Hello 5i
First I'd like to thank you for all your help this year! I'm a longtime subscriber and the advice and guidance you have provided has been life changing.
Now the hard(er) part. Can you give me your top 2-3 current momentum names to hold for a 3-4 month hold(gamble)?
Thank you so much
Dave

Q: See any reason to not add at these prices? I have a half position.

Q: I currently hold the following securities in my TFSA:
AMD - 8.89 %
BAM - 7.76 %
BN - 12.99 %
CROX - 12.59 %
GSY - 16.11 %
IFC - 9.07 %
LMN - 12.16 %
TFII - 9.78 %
TOI - 8.86 %

In 2024 I added IFC and TFII to the portfolio. Thank you.
AMD is the only holding in the red. What is your opinion on AMD's future prospects?
Looking for ideas on where to invest the 2025 contributions. Add to an existing position or take on a new holding?
Thank you for the great service (just renewed my membership)
Happy New Year.
Francisco