Investment Q&A

Q: You mentioned CSU year end tax selling as probable. Do you feel the same on TOI & LMN? How do you like these as a current discounted purchase? Especially if you were to leave as a 10 year hold.

Q: Can you speak a little more about this company.

In May, you said it might be a good speculative play and recently you mentioned it as a possible 3x bagger.

Was that an endorsement? Also, what does it mean that the company is priced at $0.00 (actually 0.0018)? Can I really buy 100,000 shares for $180?

Thanks.

Q: Can you list companies that are in the field of anti-drone activity or defending civilian areas against drones? Is this an investable theme or have the moves of the above companies already reflected some of what we are seeing in the news from Europe? Are there any companies that deal specifically with countering this threat and if so, are they already overbought? Hoping for niche companies in the specific area described but if the listed stocks address this, please explain how and if that makes them a buy. If someone is developing or has great tech to handle this issue it would seem they are primed to get lots of orders. Thanks

Q: CIFR Thoughts on this company? Are there any catalyst that would justify starting a position?

Q: Do you still like these companies here or have they become too highly valued? And which of the two is the better bet?

Q: Hi - Can I have your assessment of this company please. Is it buyable?

Thanks

Q: Hello 5i,

There is a lot of noise about Stablecoins, gold, US debt reduction and opportunities in crypto coins to take advantage of servicing transactions. IF Stablecoins are rolled out by the US gov't, how will this affect GLXY?

Do you have Crypto suggestions if Stablecoins are backed by the US gov't? Most of this is above our heads but Trump knows how to go bankrupt and make a fortune.

Thank you
D&J

Q: Any concern with this recent dip? Buying opportunity ?

Q: The stock is rebounding from its recent hit. I like to buy winners on the way up. Good time to add?
Thx.

Q: Where do you think buyers should entering CSU?

Q: Hi 5i
As a follow on to Helens question, "where do you see AMD going from here" on what obviously is positive news for AMD .
Currently holding 3% position. Would you continue to hold or add to existing position?
Is the huge SP move today simply unbridled greed and speculation which require more caution?
thx

Q: SHOP is again the most valued company on the TSX. What portion of a portfolio should be allocated to SHOP in order to match the portion of SHOP to the total valuation of the TSX? I use the TSX as my benchmark and would rather remove the effect of SHOP when comparing my portfolio’s performance to the benchmark.

Q: AMD surging this morning. How bad is this for Nvdia?

Q: I've been a holder of Copart for 2 years years and I'm down on my investment with negative momentum really escalating this year. I use to love the duopoly they operate in and their business model, but I recall reading they're only projecting mid single digit revenue growth continuing through 2026. I know they're sitting on a cash surplus that can be deployed and I know 5i still likes this stock as per your recent "best idea stock selection", but I'm starting to question it's 5 year growth rate going forward as momentum can be hard to reverse. It's hard to watch this multiple continue dropping while other areas of the market (AI, datacentres) are seeing visible growth and capital. Do you see this company going back to outperforming the market over the next 5-10 yrs or are it's best growth days well behind it? Thx

Q: Your valuable opinion on this company please?

Thnx
Dave

Q: Do you think NBIS stock is still a good price or is the stock becoming overvalued? Feels like there's lots of hype around it right now.... At what price would you think is IS overvalued?

Q: bmnr or coin if you had to choose, and why? thank you!

Q: Given its astronomic valuation, what kind of future you anticipate for a stock like this during a one year period around (from here to end of 2026) let's say? what would you say to those who persist to keep it in spite of the financial logic?

Thank you very much in advance for your sound judgement always appreciated.

Q: As you said about DND in the last answer 'that's just this week' and the week wasn't over!

If you looked at DND as a target and assume it can get a fair valuation for its business, what do you think that range is? or in other words if someone believed they could buy the business and not the drama what is the range? Any guesses on who might be buyers?

Q: Hi Peter…QS and GLW announced yesterday an agreement for the development and commercialization of ceramic separators presumably for QS’s batteries. There were no details. I think this is another positive step for QS and also for GLW too. No financial details were provided in the press release. Does Bloomberg have any information on the joint venture? Any change in QS’s short interest? Any thoughts you have would be appreciated.
Incidentally Jim Cramer appears to be quite bullish on GLW generally. I suppose if your company might just be making parts for an improved EV automotive battery that would be a positive. “Build a better mousetrap and the world will beat a path to your door”!
Thanks,
Jim