Q: I am looking at CWH as a beaten-down small cap play. The earnings potential in good times is significant, and the company is paying down debt. It is by far the largest retailer in the RV space. The fears about oil prices and the recent dividend cut to focus on debt repayment seem to have have caused the stock to be oversold. Do you think this could be attractive ? Are there other beaten down US small caps that you would prefer ?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Bloomberg Headline-- Medtronic Unit Raises $560 Million in US IPO Priced Below Range.
Is it the spinoff unit that investors are not interested in or MDT as a company?
I thought MDT had positive momentum but it looks otherwise. The price today is lower than when we bought in 2020. We were holding on thinking that the firm would harness AI. Do you see any evidence that they are? Or that they could, and improved their performance? Would you hold on or let go? Many thanks for your views
Is it the spinoff unit that investors are not interested in or MDT as a company?
I thought MDT had positive momentum but it looks otherwise. The price today is lower than when we bought in 2020. We were holding on thinking that the firm would harness AI. Do you see any evidence that they are? Or that they could, and improved their performance? Would you hold on or let go? Many thanks for your views
Q: So these companies have had real nice return in the past year. Are they the picks and shovels of the AI boom and do you see this to continue. Would you rate one over the other for a buy today? Thanks Again.
Q: Hi,
Down by quite a bit on these two about 35% in my TFSA. Asking what you would do knowing weights are personal.
Would you add to one or both?
Would you sell one or both?
Would you have them in equal weight? Right now I'm at 60% GLXY and 40% HOOD between the two with both combined at 3.5% of my whole portfolio. If not, what would be your suggestion.
Would appreciate your view. Thanks
Down by quite a bit on these two about 35% in my TFSA. Asking what you would do knowing weights are personal.
Would you add to one or both?
Would you sell one or both?
Would you have them in equal weight? Right now I'm at 60% GLXY and 40% HOOD between the two with both combined at 3.5% of my whole portfolio. If not, what would be your suggestion.
Would appreciate your view. Thanks
Q: What’s going on with BLK? Is it worth hanging on or should I sell?
Q: Firstly apologies to the 5i membership. I saw what I thought was a great chart in TER and then a long term recommendation from 5i. My purchase just so happens to be the start of a 20% decline. Any concerns? Do you still have the same conviction?
Q: Hello, I just realized there is an ETF covering drone makers, DRNZ. It is a new ETF, but what is your opinion of its holdings? Any other comments? Thanks
Q: Hello 5I,
I like what I am reading about TER and your thoughts from 5I's Q&A. The stock price has recently retreated with the tech selloff, and I am looking to nibble slowly. At what price would you jump in?
Thank you as always for the wonderful commentary and the great questions posted from the 5i community. Cheers.
PK
I like what I am reading about TER and your thoughts from 5I's Q&A. The stock price has recently retreated with the tech selloff, and I am looking to nibble slowly. At what price would you jump in?
Thank you as always for the wonderful commentary and the great questions posted from the 5i community. Cheers.
PK
Q: I’m trying to decide which of these to buy for long-term growth. How overvalued are they? Appreciate your opinion.
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Amazon.com Inc. (AMZN $207.67)
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Alphabet Inc. (GOOG $301.46)
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Micron Technology Inc. (MU $426.13)
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NVIDIA Corporation (NVDA $180.25)
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Teradyne Inc. (TER $286.42)
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Nebius Group N.V. (NBIS $112.95)
Q: Hi 5i - Im looking to take advantage of the sell off in tech stocks. I already own 5% GOOG, 4% NVDA, AMZN and 3% SHOP, CSU and 1.5% KXS, LMN.
Which tech stocks would you recommend to add to the current stocks?
Thanks, Neil
Which tech stocks would you recommend to add to the current stocks?
Thanks, Neil
Q: Good morning,
In AI related space, I don’t have any memory related holdings. Do you have any suggestions? Thanks
In AI related space, I don’t have any memory related holdings. Do you have any suggestions? Thanks
Q: If a giant like OpenAI is choosing to work with The Trade Desk instead of building their own ad tech from scratch, does that prove TTD has a 'moat' that even the best AI companies can't cross? Also, seeing that Jeff Green personally bought $148 million in stock the same week this news leaked—does that suggest this partnership is a much bigger deal for their 2026 growth than the market originally thought?
Q: Do you have an opinion on NIQ Global Intelligence? Is it having a similar fate as TRI?
PS: NIQ, strange name in your database. Thanks.
PS: NIQ, strange name in your database. Thanks.
Q: Hello 5i!
I know you like this company, I have a half position in it and it’s down about 10% in the last month.
Would you add to this position today?
Do you still like the current fundamentals and feel there is some good growth in the next 2 years?
Thanks as always!
I know you like this company, I have a half position in it and it’s down about 10% in the last month.
Would you add to this position today?
Do you still like the current fundamentals and feel there is some good growth in the next 2 years?
Thanks as always!
Q: Any reason for the heavy volume today (Thurs.)?
Q: Looking to possibly add RDDT or DUOL as a contrarian tech idea
Which looks more oversold and higher chance of reversal, Any other good ideas along the same theme?
Which looks more oversold and higher chance of reversal, Any other good ideas along the same theme?
Q: Hi Everyone at 5i !! There has been talk of private equity potentially running into some headwinds . Would Blackstone be one of those companies?
Thank you!
Thank you!
Q: What is AI revenue? It is growing at $8.4 billion, and it's an incredible 106% increase year-over-year?
Q: I presently hold VOO .I am wondering if switching to a capped version of S&P 500 would be appropriate and if so could you suggest ETFs which would fill the bill
Q: hi folks, thoughts on Q4 results for Genius Sports....seems to be getting stronger/better each Q....any thoughts on when big acquistion might close/ synergies....and are you still comfortable holding / buy....I see Sportradar reported seemingly good Q results, but took a hit to new lows.....currently have position only in Geni...thx as always, jb