Investment Q&A

Q: RCKT Your thoughts, please!

Thanks,

Jim

Q: Some flyers of mine that I’m interested in future prospects. Thoughts?

Q: Hi 5i Team,

I recently tuned into an interview with Jim Roppel who was previously bullish on the pharma sector, especially Eli Lilly, but he now recommends staying away from Eli Lilly and other pharma stocks given the incoming Trump administration. His position was that although Eli Lilly is and will still be a good company it will likely underperform and it would be better to invest in sectors that the new Trump Administration prefers.

Would you agree with this premise and either lighten up your position in Eli Lilly or even sell a full position for the time being?

Thanks as always,
Jon

Q: Is Tidewater screaming buy? An in depth analysis on balance sheet, industry, management and insider buying please. Thanks

Q: Hello.

What are your thoughts on Citi these days? It seems to be getting a lot of positive attention following the restructuring(s) from last year, and seems to be a large US bank favourite for many well known analysts.

Any concerns if one was to consider initiating a 2% position?

Thanks as always.

Q: The second part of my question was maybe unclear. Understanding that portfolio weights are personal, what maximum weight would YOU be comfortable holding AVAV?
Thanks

Q: Hello,
Could I please get an update on CCL and your thoughts on the company?

In your opinion would it be a good time to add to this stock?

Q: Why would PEP be breaking down the way it is? Nose diving since last Sept. It's a good div. growth stock, would you recommend adding?

Thanks Ron

Q: I have 2 Stocks in my Portfolio both of which have taken large hits recently resulting in sizeable pullbacks.

Both of these companies seemed to previously be doing well.

Would u say these stocks developed valuation issues or there was a material change in their fortunes currently or perceived going forward?

Would u hold, Buy more or sell these stocks at this point?

Q: Happy new year to the 5i team and readers! In your Jan.6th answer to Judith you ranked App no.1. Can you please elaborate on why it’s a top pick and comment on valuation. I am concerned about valuation - but then again, I’ve sold many a growth stock prematurely due to this concern and missed out on gains!

Jason

Q: For various geopolitical and economical reason's, I am now looking for a fully integrated US energy Cie,including a significant % of natural gaz and transportation , located in "safer places "..I like CVX , but I will appreciate your ranking in this perspective,even if these 2 Cies are not included!

Q: I have made some updates to my portfolio before heading into the new year and am looking for your thoughts on total portfolio. I have it all in TFSA and am 28 years old with a long time horizon. Could you give me your opinion over next 1, 3, 5 years of portfolio.

What changes might you make to this portfolio to stengthen it?

Portfolio Breakdown:
Stock Amount Invested (USD) % of Portfolio
NVDA $6,500 12.04%
SHOP $2,840 (converted from CAD) 5.26%
AMZN $2,650 4.91%
MSFT $2,520 4.67%
MELI $2,483 4.60%
PLTR $2,250 4.17%
TSM $2,000 3.70%
CRWD $1,830 3.39%
GOOGL $1,780 3.30%
TTD $1,767 3.28%
ISRG $2,180 (converted from CAD) 4.04%
META $2,150 (converted from CAD) 3.98%
BRK.B $1,470 2.72%
AXP $1,560 2.89%
LLY $1,500 2.78%
DIS $1,280 (converted from CAD) 2.37%
NBIS $840 1.56%
CELH $700 1.30%
SMCI $392 0.73%
SPCE $188 0.35%
XRP $120 (converted from CAD) 0.22%

Thanks,
Dan

Q: What do you think about these two stocks. TSSI has been on a tear lately. BMR on the other hand is struggling but has some nice contracts with Nvidia and others.

Q: Good morning everyone,

Has your thesis remained intact on URI? It appears to be making the turn. At a reasonable attractive entry point along with some potential catalysts in 2025.

Would this be your buy in this sector? AXON is already owned in a full position. Along with TFII on the CAN side.

Is their an industrial or similar name you'd rank above for the coming year?

Thank you.

Q: This stock was up big on earnings last week. Is it a buy, or is the rally simply short-covering?

Q: Hello and Happy New Year 5i
I learned about SMCI from 5i and had great luck with it last year! Thanks! I stuck to my goals and sold all of my original investment to remain in the stock with "house money". I don't have any intentions of being a day trader but the timing of my purchase allowed me to double my money in about 4 weeks and that was my goal over a period of a year or two.
To my question
Smci appeared to be a profitable company supplying a huge company in a growth industry. I don't think that has changed? I heard in an interview late last year that the numbers of sales (provided by SMCI) to Nvidia were backed up by information released by Nvidia themselves.
#1 Is there anyway to find that information in disclosure documents from Nvidia?
#2 Wouldn't that information clear up many of the worries regarding the factuality of information coming from SMCI?
I'm not too concerned about the timing of the release of information if SMCI is really selling as much as it seems to the biggest player in the market.
Thanks as always for your terrific insight!

Q: CRNC is up big again today. Thoughts on this company?

Q: Thoughts on Trinity ? Has been in a gentle uptrend and has a substantial yield. How much is return of capital ? Thanks and all the best for a great 2025 !

Q: Hi,
I'm down 25% on AVAV. I'm contemplating adding more. Would you consider this a good move? 5 year hold.
Also what would be the maximum weight YOU would be comfortable holding AVAV if it were your portfolio?
Thanks

Q: Hi 5i Team - Could you provide an update on Axon, its fundamentals including cash and debt positions, insider holdings, as well as its potential going forward. Also is there something we should be concerned about in light of its 10% drop today preceded by poor momentum over the past several weeks. Thanks.