Investment Q&A

Q: After the market events of early 2025, what would you consider a "reasonable size" position in NVDA, if it were your portfolio? Would it be a lower percentage than, say, a year ago?

Q: I have two questions on HOOD: first, on the 5i stock profile, HOOD has a PE of 87, while on Yahoo Finance it is listed as 32, which is right?
Second, after the decline from recent highs, is this a buying opportunity or would you wait until it levels out/consolidates?

Q: Hi there, a couple weeks ago I asked if you were to build a US portfolio to replicate the BEPORT using CDRs, which stocks would you use. Thank you for the great guidance. Recently there has been 10 new CDRs added. Would you make any changed to your original list from a couple weeks ago based on the new CDRs below?


Airbnb CDR (CAD Hedged) – ABNB
Applied Materials CDR (CAD Hedged) – AMAT
Arista Networks CDR (CAD Hedged) – ANET
Blackstone CDR (CAD Hedged) – BX
Chipotle CDR (CAD Hedged) – CMGS
Merck CDR (CAD Hedged) – MRK
Occidental Petroleum CDR (CAD Hedged) – OXY
Oracle CDR (CAD Hedged) – ORAC
Palantir CDR (CAD Hedged) – PLTR
Wells Fargo CDR (CAD Hedged) – WFCS

For reference, this was your previous answers:

"We are not going to allocate via sector nor weightings here, but some of our favourite CDRs would be: BRK.B, ISRG, BKNG, JPM, RTX, GOOG, AMZN, MSFT, NVDA, LLY, CVX, COST, CRWD, UNH, PG, UBER, XOM, V"

Thanks!

Q: Hello 5i research
I would like your opinion on purchasing BRK CDR on the Canadian market.
Would the performance be the same as the BRK on the us market? Would you recommend purchasing unhedged or hedged ? what are the two symbols?
Please deduct as many points as you feel appropriate.
Thank you

Q: Hi,

Any thoughts on FLNG? Sustainability of their dividend, prospects for share price increase? Also, is there a resource for investments held off shore that aren't subject to a dividend withholding tax?

thx in advance for the response

Q: Given the antics of DOGE and the stated desire of Trump's administration to drop the Defense budget by 8% per year, do you think either of CDP or DEA are viable investments for income? Are there similar Canadian firms?

Q: WE have ISRG, VRT, GOOG, NBIS, NVDA, and AXON in our US trading account. My wife and I are interested in adding CDRs in our TFSAs to gain US exposure. Our first CDR purchase was ISRG. Being TFSAs, longterm growth is our primary concern and risk tolerance is high. In addition to GOOG, mentioned today as your top conviction CDR, could you please list 4 others you’d buy today for a longterm hold, with a brief reason as to why you’d choose each. Also, we plan to purchase soon but given recent turmoil would you wait until after Trump’s tariff deadline for Canada and Mexico.

Q: Hi 5i Wonder Team!

With the recent news of the semaglutide shortage ending with Novo Nordisk (where HIMS was filling that production gap) will this change be quite material for HIMs in terms of revenue?

Would you be a buyer today of HIMS for a 5 year hold?

A million thanks for your incredible service!

Q: Please give us your opinion on this company going forward. Tks in advance

Q: What are your top 6-7 growth stocks for Canadian and US markets and what makes each one worthy of making the list (moat, momentum, management etc)?

Q: Hello 5i
Thank for your detailed reply to my question re: QQQI. As a follow up question, can you give me an indication of how much variability is in the dividend and what would cause this.?
IE: In a large market decline the fund will still decline a lot but it will pay a healthy dividend while I wait or maybe it won’t?
Thank you so much!
Dave

Q: Hello Peter and all at 5i: I do know you don't have a crystal ball or give personal advice but interested in your thoughts about the earnings and wonder if you would sell before it happens. Many thanks as always. Barbara

Q: Peter and gang,

Please comment on the listed stock. Is it a hold, buy or sell?

Much appreciated,

Harry

Q: Hello 5i, QQQI, IQQQ
Could you please explain 1. The difference between these two ETFs and 2. What are the pro and cons of each?
Thank you
Dave

Q: Comments on 2024 results please

Q: Good recent webinar by Ryan. I was just wondering if the opinion on NBIS (featured in that webinar) has changed in any way on this company since recent earnings. For an investor considering a long term position, can any positives be drawn from Arkady Volozh's comments ?

Q: What is your opinion of Clean Harbors after the recent earnings report? Would you think it a worthwhile addition to WCN in the waste management space or better to go with a different company? Thanks.

Q: What are your thoughts currently on VRNS?
In your previous answer you wrote “We think there are better opportunities in the market that look more interesting.” Can you please elaborate more specifically which companies you are thinking of? Thank you.

Q: I'm long GE and am looking to add to the Aero & Defense sector. Could you recommend 3 companies in order with preferred entry prices that could compliment my position in GE? Thank You.

Q: Hi Peter and gang,

I raised this question about a week ago but it seems to have fallen through the cracks.

Please comment on FCX which hasn't been doing much of anything over the past 3 years. Is it a hold, buy or sell now? If indeed it is a "sell", please recommend a replacement in material/mining sector.

As always, much appreciated.
H