Investment Q&A

Q: Any rationale for the recent sharp moves lower with CELH?

Q: Greetings 5i, it has been some time since the last question on Fulgent Genetics. The stock collapsed after its recent earnings report, your opinion on this company and its future prospects please. What are major positives (other than the cash on its balance sheet) and major risks? Thank you.

Q: If the price of oil and natural gas are higher for longer will basic agricultural commodities increase in price? I have found two ETFs, USCI and TILL that speak to this theme. Can you comment on them or suggest any others that might be better? Anything available in CAD? Thank-you.

Q: I want to simplify my RRIF investments by buying the index.
I have narrowed it to two bond funds and these etfs.
XSB, VSB. For bonds
VFV ZSP XUS XIC ZCN for equities.
Looking at $250,000 to invest.
How would you allocate funds for maximum return over five years?

Q: Seeing many USA Property Trust companies stocks falling sharply. Would you be able to offer some insight to their valuation losses and where a "Buy" might be considered prudent?
Thanks again for all your great guidance.
Ted.

Q: What would be a good entry point for each of these companies.
Thank you Team.

John G.

Q: What is causing FICO to keep going down?

Q: Good morning,

Would you add META as a core full position right now? Could I get your current thoughts please.

Thank you.

Q: Why MU is down on good day.

Thanks,
Milan

Q: Does today’s news change your opinion about flutter. Thanks

Q: What is your opinion about buying leaps?
As far as I understand the best time to buy them is when a stock is at a low and volatility is low and you expect significant upside over the next few years.
Should you always try and buy the longest period out? For example buying a 2 year duration call instead of a 1 year.

I was thinking that microsoft would be a good candidate. Any other stocks that you would recommend?

Q: I understand that helium is a big factor in chip making, Nvda's biggest source is Quatar, is this a small or large problem?

Q: Hi Team,
In reference to discussion over MU earnings and the market not giving them any credit: I watched a clip yesterday I thought made a lot of sense in regards to the sector's historically "cyclical" nature. The guy was basically saying that with AI and the way the world has changed that the cyclicality of the chip sector is almost a "thing of the past" going forward. Demand brought on by AI is expected to essentially keep growing. More and more of everything we use and do now will be requiring chips. Right now the market seems like it does not believe the numbers that MU just put out will last more than a quarter. This just seems wrong. It makes sense to me that this guy may be correct in saying that we should not value these types of names as being so cyclical anymore. To me the way AI and technology is headed it looks almost like these names should be more viewed now as consumer staples, a necessity in today's life. Not sure what your thoughts all are on this? Would you agree?

Shane.

Q: Hi 5i, I hold these 3 CC ETFs in different registered accounts and would like to simplify my holdings by reducing the number . Please rank them in order of preference for long term returns and risk. Thanks

Q: Hi team,

On Dec. 9, 2025 in a reply to Clayton, you listed stocks which could be multi baggers in the next 10-20 years.

Which stocks, in order, would be in your list of multi baggers now ?

Would you consider to update that list every 3 months ?

Gratefully,

Jacques IDS

Q: Why are $PG and $URI so weak right now? Buy more or sell?

Q: 2nd question of the day. I have these laggards in US account. No holding of MU. Would you sell these 3 to buy MU? Also, BAM down, good time to add? I have them at almost 3%. With bringing up to 5?

Cheers,

James

Q: Seems AEVA recently announced a smart traffic lidar thing. In previous answer you've said AEVA focuses more on automotive lidars. Does this affect how you think of OUST, since OUST also is doing traffic lidar stuff?

Q: What is your present opinion of this stock for a possible buy?
Thank you, Cheers

Q: Have you been disappointed in SRAD and GENI? Do you still believe in the long term story and growth of both? Which do you prefer if only had to own only one or would you still own both? Thanks!