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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: Do you see the above as a buy today? If so in what order and at what price? Would these stocks be suitable for a 10 year hold?
Thanks again for doing the heavy lifting for us.
Dan
Read Answer Asked by Dan on June 19, 2025
Q: Looking for your thoughts on GLBE as tariffs (hopefully) stop dominating the conversation. One report I read shared the following and I wanted your thoughts on it as well as whether you would buy now or if you think it is going to move lower:

The new 3-year agreement with Shopify and uncertainty surrounding tariffs has created a lot of uncertainty, putting pressure on Global-e’s stock, but we are of the view that this is an overreaction and this business is a lot more resilient than the market’s current perception. Management is confident that the company will grow its revenue by mid-20% CAGR over the next 4 years and the FCF margin will settle in the mid-high 20% range.
Read Answer Asked by Tim on June 18, 2025
Q: hi folks, realize speculative...but Archer Aviation seems to be gaining some traction/legitimacy with recent developments/deals...stock sold off on $850M finance @ $10....your views on company going forward...I was intrigued when U said they have exclusive partnership with Andrul for future US Dept of Defence contracts...just started small position, thx, jb
Read Answer Asked by John on June 18, 2025
Q: I consider these moonshot type stocks. I am in nbis nv but not the others. Are any of them worth buying at these prices? I would have to sell more established stocks like google, tsm, Avgo, asml to raise funds. I am reluctant to sell a more established name to buy a winger but it’s hard to see the moonshots go up so much and not have fomo. Thanks.
Read Answer Asked by Jason on June 18, 2025
Q: Hi 5i Team - I have small positions in the following three gaming sector companies: Genius Sports, Sportradar, Flutter Entertainment. Am wondering if I need to have all three of these companies and if I should consolidate into two of them. If so, which two of the three would you keep. Is there a significant difference between the three - maybe consolidation is not necessary.
As an afterthought, is Fan Duel likely to become publicly traded.
Thanks.
Read Answer Asked by Rob on June 17, 2025
Q: I came across YNVD (Not listed on your site) when searching for the Canadian hedged NVDA. It appears to be a fund that holds only NVDA, is both hedged and covered call, and has an absurdly high yield. Would you advise buying some, and if so, would you put it in a registered account/tfsa for tax purposes?
Read Answer Asked by John on June 16, 2025
Q: Can you recommend stocks or ETFs in blockchain technology?
Read Answer Asked by Danielle on June 16, 2025
Q: Can you please discuss NVDA moving forward? I can’t help but notice you recommended them noticeably more in the past. Are you less interested in NVDA, or is it simply the added AI competition now in the market? It is up just shy of 10% the past 12 months, which is significantly lower than its historical run. Is it slowing down to the point of trimming? Taking profits ? Selling? Or simply buying more?

Thanks so much
Read Answer Asked by Nick on June 16, 2025
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