Investment Q&A

Q: Do you think the “invest in the European market” theme might catch on with and support NBIS going forward? Being based in Amsterdam and emerging as of the larger European AI data center providers outside of GCP, AWS, and Azure I see this as a potentially significant tailwind if they can deliver. I’ve also been seeing more direct marketing from Nebius on my Reddit feed which I see as a positive that their sales teams are ramping up. Curious about your perspective on this.

Q: Hi 5i!

Recognizing OKLO is quite new and somewhat speculative how do you feel about thier earnings report yesterday?

Did you find the fundamentals are going in the right direction and would you be a buyer to round out a portfolio that is light on energy?
Thanks so incredibly much for your advice!

Q: Thoughts on earnings and the announcement saying they've updated their investment policy to add bitcoin as a treasury reserve asset?

GameStop also redesigned their investor relations website which is now strikingly similar to Berkshire Hathaway's website. Do you think this is indicative of GameStop pivoting to being a holding company similar to Berkshire? They have a lot of cash.

Q: I have 200 shares of NVDA at an Average Cost of $30/US. AS it drops does it make sense to buy more? Would your answer apply to ANY stock?
Thanks!

Q: Good evening,

I am wondering if you have any possible suggestions regarding companies that focus predominately in the application layer or operate full-stack models of AI.

The reason why I am asking this is because of an article entitled: "AI's revolution is just beginning" in Sunday's Globe and Mail. Sadly, there are a few parts that I don't fully comprehend which unfortunately prevents me from investigating more fully. A starting point would be great!

Take a peek to the article as it draws parallels to the dot com/internet crash of the 2000s.

Any ideas would be greatly appreciated so I may begin to investigate.

Conversely, state any points you think should be taken with a grain of salt!

Thanks!
Arturo

Q: Is radio truly dead or does this firm's excellent dividend, dividend to cash flow ratio and other qualities make it worth a look?

Q: Given the increasing focus on defence spending both in North America and Europe, do you have some conviction stocks (accessible to a Canadian retail investor) that will likely benefit from this trend?

Q: can you recommend 3-4 US companies with at east a 4% yield and good growth (at least 20%), in sales and earnings, expected for at east the next few years

Q: HI folks, can please get update on Ctlp (Cantaloupe) on Q2/25 earnings, guidance and any specifics on selloff.....in $7's....rate Buy/Hold/Sell....thanks as always, jb

Q: I would like to add NVDA to my portfolio. What should I be considering in a choice between NVDA:CA and NVDA:US.
Thanks.

Q: Looking for a stable US stock with some growth/dividend. Please make suggestions

Q: hello 5i:
IF one wanted to buy one Consumer Discretionary stock and nothing the obvious size difference, could you comment on current fundamental/valuation differences, growth rates, balance sheet advantages, etc

thanks
Paul L

Q: Hello,

Why the drop today? Good time to start a position, or do you see more downside?

Thanks.

Q: I am working on increasing my sector representation in Healthcare. I will shortly have filled a full position in ISRG, adding in this downturn. I have traded around UNH, and am planning to take it from a 1/2 to full position. I have 1/4 position in ILMN and do not think I should be topping it up; I perceive it to be risky. I need 2 more companies, or may need to take one or both of IRSG/UNH to more than a full position.

This provides me a surgical/instrumentation company and a service/product supplier. For diversity in the Healthcare space can you rank your preferred buys (with entry points) I'd appreciate 2 recommendations on the pharmaseuticals side and 2 on the biotech side, or as you may see that fits better.

While I am open US companies I do have a concern that the Trump administration will bring the DOGE and Executive Order train wrecks to health care. I would appreciate your views on this potential action and howe it may impact investment choice in the field.

Thanks as always,

Dave

Q: This company was a recent top pick on BNN, the last question on it seems to be many years ago. The share price has come off pretty dramatically recently. Can I please have your latest thoughts on their prospects and current valuation?

Q: I've held Lockheed Martin (LMT) for 11 years and enjoyed a solid return of nearly 14% per annum, largely driven by the success of the global F-35 program, which has been a cornerstone of LMT’s revenue and earnings growth. However, with today’s announcement that Boeing has won the Next Generation Air Dominance (NGAD) fighter jet contract—potentially worth over $20 billion initially and hundreds of billions over its lifetime—I’m concerned about the impact on LMT’s future growth and outlook. The loss of this high-profile sixth-generation fighter program to a competitor could signal a shift in market dynamics, especially given LMT’s historical dominance in advanced fighter jets. How do you assess the implications of this decision for LMT’s long-term growth trajectory, particularly in terms of its Aeronautics division and overall market position? I’m considering selling my position due to this turn of events, though it would mean realizing a significant capital gain in my taxable account, and I’d likely reinvest in another aerospace and defense industrial, such as Northrop Grumman or even Boeing itself. Could you share your analysis of how this contract loss might affect LMT’s valuation and growth prospects, and offer your thoughts on whether selling now and reallocating makes sense for an investor like me seeking both growth and stability?I'm a retired investor and do benefit from the dividend growth of LMT. Please factor into your overall comments. Thank you!

Q: QSI I have been following this stock for the past few weeks and it has been increasing daily.
Can you provide your usual service in providing a review of this business.
Thanks in advance

Q: In the case of a recession confirmed during the next 12-18 month how do you anticipate the impact on the ai sector and specifically on these stocks?

Thank you very much in advance

Q: Just a little more clarification on my question on GDXY . First what is a " synthetic call/write strategy " ? I suspect understanding that will help me understand the very large 32.5% yield ......And second the only GDX gold stock I can find is a 5 cent stock Goldex Resources Corporation ? Which I don't find encouraging for a purchase of GDXY . Could you elaborate on the relationship ? ..... Or if I have the wrong company point me in the direction of the right stock symbol ? .... Thanks again for your terrific service ......

Q: On March 20, (Market Call) a gentleman by the name of Reza Samahin on top picks had a company by the name of Impinj, Inc., the way he told it this company is a leader in product in information tags. I would appreciate if you would give me your view on this company. Would it be a buy or hold off purchasing.
Thank You for your services

Earl