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
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: 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?
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?
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
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: 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.
Q: I am looking to add either AIQ or BOTZ to my portfolio for a long term hold. Both are ETF's. AIQ seems more focused on artificial intelligence while BOTZ is more focused on robotics. What would your preference be at this time?
Q: In less than a year, Waymo has increased its weekly ride volume from 10,000 in August 2023 to more than 250,000 today. According to California Public Utilities Commission filings, the company's momentum has accelerated sharply, with March 2025 alone showing a 27% jump in paid rides after months of slower growth. Do you think it could become a big part of Google in the coming years ? They seems to have the lead compare to the competitors like tesla, uber ...
Q: Hecla stock price has gone up 20% over the last few weeks. I cannot find any company news releases explaining this increase. Do you know why? Thanks
Q: Thoughts on this stock and how it will open? Sounds like $31 is where they priced it which was above the expected range. Would you chase it at $33 or $34 or just buy COIN? Please explain.