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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: CSU market cap has grown from 55 Billion to 75 Billion over the past three months. Have the companies fundamentals improved enough to justify a 20 billion increase? This would imply transformational developments. This move seems excessive to me and I am trying to understand what is behind it.

Thanks.
Read Answer Asked by Joel on January 15, 2024
Q: Can you please give an update on COIN, especially in light of the new spot BTC etfs that are now available.

Coinbase charges 2.5% transaction fees, a business that will surely suffer now that there are ways to participate in BTC for 20 basis points. From what I rave read, COIN, as the custodian for several of these ETFs will be paid 5 basis points for AUM.

That’s 245 basis points lower than what they are make on their trading fees.

What is your outlook on this company? Is there any compelling reason to hold it? Please give your bull and bear case.

Thank you.
Read Answer Asked by Karim on January 12, 2024
Q: Please rate these companies from best to worse. Are there any that you would add to? Are any outright sells?
Read Answer Asked by Larry M. on January 12, 2024
Q: Hi 5i Team Could you tell me what is driving Meta? I have a small position in it and was planning on trading it for MSFT but it seems to be performing better recently. Do you think the trade is a good move or should I hang on to META.
TIA
Read Answer Asked by Gary on January 11, 2024
Q: In my mind, AI was a threat to DUOL since I thought it would lower the bar considerably for people to use the open source to create a language conversion program. But I've seen many like 5i and other growth investors really like their runway. It's there any merit to my concern, or is AI in fact increasing their moat or enhancing their first-mover advantage?
Read Answer Asked by Kel on January 10, 2024
Q: Given that you chose 4 Canadian companies in response to my earlier question, as a follow up question, would you kindly pick 4 US stocks that you believe could increase in value by 1000% over the next 10 years. Each must have a current market cap of at least $750M. Please provide a short reason for selecting each stock. Thank you.
Read Answer Asked by Richard on January 10, 2024
Q: Overall, I prefer small and mid-cap Canadian stocks for growth and accept the risk that goes with this. Currently, I do not have anything in the tech space and would appreciate if you would suggest a few names.

Thank you,
John
Read Answer Asked by John on January 09, 2024
Q: Is it too late to buy an artificial intelligence ETF? Considering one of AIQ, BOTZ or THINQ. Which would you chose and why? If you prefer another ETF or individual company, please provide your recommendation. Thank you for your great service.

Stella
Read Answer Asked by Stella on January 09, 2024
Q: hi, would you consider these more on the risky side, or just smaller cap? I read Hammond EPS around 15 which seems fine to me. I can't find an EPS on LMN?
is this a decent entry point for each? if not, what price would be a more reasonable entry point?
cheers, Chris
Read Answer Asked by chris on January 09, 2024
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