Q: I have a 4.7% position in Intuitive. 10 years from retirement with a long term horizon and can handle volatility. What’s your thought on brining this up to a 5.5% position based on today’s volatility? I’m torn as I added it as a 3% position that has done exceptionally well. What would you do if it were you? Thanks.. as always, I appreciate your logical approach to investment decisions and the vast insights provided over the last 7 years.
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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: Any thoughts on SEZL? I purchased a few shares before the recent run-up. Is there any chance it will continue to appreciate? Or perhaps go for Affirm or OPFI instead? Thanks.
Q: We needed to trim our position of Broadcom in a TFSA but instead of selling some we sold calls 18 days out at $15 above the price. We didn't notice the earnings date nor did we expect the stock to jump approx. $20 above the call price (since decreased). We intend to buy some back. Would you buy a full position at this time? Look for a dip? Is the earnings date usually something to be concerned about when selling covered calls?
Thank you
Thank you
Q: What is your opinion of GMRE and its competitors? Is GMRE "bottoming" and capable of a turnaround?
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Coinbase Global Inc (COIN $189.12)
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Robinhood Markets Inc. (HOOD $85.62)
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Nebius Group N.V. (NBIS $161.37)
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eToro Group Ltd. (ETOR $36.76)
Q: Any thoughts on etoro? I know it is still relatively new and you like for a few quarters before investing in new IPOs. HOOD has done really well, could etoro follow in the same path? Would you be a buyer currently in hood or etoro? Also, do you like NBIS after this recent jump in price? Thanks!
Q: May I have your opinion on : ALT5 Sigma Corporation Common Stock (ALTS), is there grow potential ?
thanks
thanks
Q: I recently sold AMD to harvest a tax loss with the intention of repurchasing it after 30 days, however I am not rethinking the strategy and buy NVDA instead as it seems to have stronger prospects. In effect, which of these two companies do you think is a better investment today?
Thank you
Frank
Thank you
Frank
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Freeport-McMoRan Inc. (FCX $68.04)
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Mosaic Company (The) (MOS $23.73)
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Newmont Corporation (NEM $113.93)
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Sherwin-Williams Company (The) (SHW $326.87)
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Eagle Materials Inc (EXP $199.34)
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Steel Dynamics Inc. (STLD $193.86)
Q: Hi 5i, my portfolio is lite on material stocks. In Canada I do own AEM, NTR and Russel as these have a dividend. Can you suggest some Materials that trade on the NYSE that have a decent dividend. Your help is appreciated.
Q: I purchased my initial position at $42 just prior to the Deepseek (of course!) news and have held on since. I am wondering about adding due to your recent commentary re:good balance sheet, new analyst coverage, positive momentum, very cheap valuation vs peers and strong business model. I know you don’t support ‘back up the truck’ emotional statements but I’m wondering if this might be another 5i example of getting into a potential multi-bagger in the early stages. Could you please comment on NBIS’ potential 3-5 years down the road. Thanks so much for your expertise!
Q: The stock has had a good recovery. What do you see in its future?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: With small companies I often check the quality of their web portal. ZOOMD doesn't impress me; some links don't work. They don't list a phone number in the contacts. Their address appears to be a law firm. Is the Toronto address just a front? I don't mind if the company is based in Israel but they shouldn't hide it. Ex-ceo has lots of shares to sell even if half is via controlled sale.
They had some big organizations as customers but i wonder how sticky these contracts are. And if not, why is that? Do you have any insights into it?
They had some big organizations as customers but i wonder how sticky these contracts are. And if not, why is that? Do you have any insights into it?
Q: Hi Peter and team,
What's going on with Costco today, down 2.5%?
Cheers and thanks for your help.
H
What's going on with Costco today, down 2.5%?
Cheers and thanks for your help.
H
Q: Up 550 percent on my position. Have already trimmed once.
'Analyst' outlooks vary from a 75 percent drop to 'the ride up is just beginning'.
What is your best assessment of this stock? What would you do?
I have major fomo. Maybe a partial trailing stop loss? Thanks
'Analyst' outlooks vary from a 75 percent drop to 'the ride up is just beginning'.
What is your best assessment of this stock? What would you do?
I have major fomo. Maybe a partial trailing stop loss? Thanks
Q: Can you please comment on Cerence's financial performance - balance sheet and income statement - as well as their future prospects given the heightened focus on AI and autonomous driving that may be getting a boost from the loosened regulatory demands south of the border. A buy?
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Argan Inc. (AGX $596.20)
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Carpenter Technology Corporation (CRS $431.00)
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Cellebrite DI Ltd. (CLBT $12.46)
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Sportradar Group AG (SRAD $17.15)
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Nebius Group N.V. (NBIS $161.37)
Q: Good morning. I bought these 2 last year around July or August in an unregistered 12 stock US account.
AGX is a triple, 9.8% of the portfolio ,CRS a double, 8.1% of the portfolio.
What do you see for them going forward? Do I trim? If so do add to NBIS , CLBT or SRAD. Thank you David
AGX is a triple, 9.8% of the portfolio ,CRS a double, 8.1% of the portfolio.
What do you see for them going forward? Do I trim? If so do add to NBIS , CLBT or SRAD. Thank you David
Q: Would you initiate positions in these stocks or do you feel better entry points will come?
Q: It seems you don't have it in your companies list, the question is, if one will buy it today will they receive the dividend? What do you think about the strategy in general?
Q: Looking to take a position in UNH, would you consider it stable now for half position.Seems to have put in a good floor past week. Thanks Mike
Q: I purchased SOUN when it was associated with NVIDIA. Now down 50 percent, do you consider it a sell or hold? Thanks
Q: Recently, Nebius's stock price has seen a significant surge. This morning at 7 am pre-market, it jumped another 5%. What's driving this upward trend? I currently hold a small portion of the stock shares. Should I consider adding to my position? I'd appreciate any insights you can provide. Thanks.