Investment Q&A

Q: Can you recommend some stocks in Robotics?

Q: Hi 5i, Would you consider these 10 stocks to be a part of significant players of the AI boom, these players are driving innovation, fueling need for better and bigger hardware and software infrastructure:

ANET: Provider for the networking solutions 
ASML: Leader in photolithography systems used in the manufacturing of semiconductors.
AVGO: Semiconductor Solutions and Infrastructure Software.
CEG: It provides clean energy and sustainable solutions
CRWD: Cybersecurity products and services
NVDA: Semiconductors and Equipment
PLTR: Big data analytics
TSM: World's largest dedicated chip foundry
TSLA: Automotive and clean energy company.
VRT: Critical infrastructure and services for data centers, communication networks

If you have to select 5 for a 10 year hold, which one would you pick.

if you have to select 3 for a 3 year hold ?

Please deduct as many question credits as you must!

Thanks

Q: Would you be okay with buying more CLBT if already owned but in a loss position?

Thanks

Q: Here are 6 US stocks that have been beaten way down. Would appreciate your thoughts on the recovery potential.
Thanks, Greg

Q: ASPI appears to be breaking out on incredible volume. Are they fundamentally sound and worth a speculative investment in your opinion? Thanks!
David

Q: Can you give me your updated analysis on CloudFlare. It seems to be getting its groove, but do the fundamentals look like a strong growth story ahead? How overvalued is it currently and would you start a position? Thx

Q: Hello 5i,
What are your current thoughts on Paycom.
It looks to be recovering nicely. Is it likely to continue?
Thank you
Dave

Q: Hi,

I have read with interest but considerable skepticism the Q&A on crypto. Lately I am starting to learn about stablecoin. Irony aside (pegging a digital currency to despised fiat currency - lol), I do think stablecoin is a possible solution to the “wild west” of digital currency.

Having said that, stablecoin is still very new, and the main player, Tether, is private. There are reports about lack of transparency with its operations despite having leading market share and significant assets under management.

With the recent eye-popping CRCL IPO, and the seeming success of Tether, can you provide some insights into the stablecoin space and how a Canadian investor favouring a long-term, total return strategy might participate without speculating?

Thank you for your valued opinion.

Michael

Q: If you buy a limited partnership in a pipeline in the US at tax time you will get forms saying you may have to file a US tax return. This happened to me once and I don't want it to happen again. I was looking to purchase "weat' as there is a real drought setting up in the central plains but am worried that a product like this might trigger another US tax reporting problem. Right or wrong ?

Q: Here are a couple of stocks I should have sold a long time ago. Are either worth keeping at this point? I have very small positions in both.

Q: Thoughts on AAON after selloff? Buy here? Thanks

Q: Hello 5i,
Of the mag 7, I hold MSFT, GOOGL, and META. Please suggest the next mag 7 to hold or just add to those that I already have. This is for 7 to 10 years. My portfolio is balanced in all sectors as a blue chip, dividend, value investor with some growth. Eighty years old.
Thank you for your great service.

Q: Hi 5i,
Up on SMCI and down on CLBT - however both at fairly small entry level weights - without concern for diversification would you consolidate into one or the other at this time or let time work this one out?
Thank you

Q: Hello, what is your opinion of CRM? The price trend is not too good these days but I hesitate to sell because their future still looks good. How patient should I be? Thanks

Q: QS is up today on higher volume. According to my phone there is no new news. Does your news feed show anything, like Volkswagen making a payment? (I can dream as well as the next guy)!
Jim

Q: hi folks, 2 n/r by Nebius today...1 mentioning Europe & Nvidia Blackwell chips....were these "significant" business news/ventures??...stock flat , but has had big run....if owned at $30sh level...would U be adding at $52sh level...thx, jb

Q: Greetings 5i,

Made a killing on Oklo and sold with the last pop. 114% thank you, Ill take that and run. Possibly will revisit Oklo if there is significant pull back from its highs.

All the same selling Oklo has left a spot in my portfolio where I would have liked to keep something related to the energy needed for all the new AI data centers. My main question is regarding GE Vernova, which I think trades both in CAD and USD. I see that GEV has started construction on a SMR near Toronto with at least 3 others approved. Is this a fair play on the need/push/development of SMRs for Ai and datacenter needs?

Cheers!

Q: In order to reduce US exposure would you sell MRK or PEP?
Thx

Q: What was the cause in the drop in price for OKTA at the end of May.
Big 7% drop in price this A.M. with ISRG. ? ? ? Thanks

Q: I have been patiently waiting to add a water themed stock to my US holdings. AOS has underperformed this year, what is your thoughts of taking a position in AOS? At what entry price would you be interested in taking that position. Is XYL a better alternative, if so, what entry price would interest you.