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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: Can you please comment on another drop on TTD today. Any news or thesis for this drop? What is your current stance on this stock and is it one to hold onto or do you have strong convinction ideas? I have nice gains on it since first recommendations from 5i in the pandemic so am ok with moving onto better ideas if you had some to suggest. Thanks so much!
Read Answer Asked by Justin on September 10, 2025
Q: Your thoughts on their earnings and guidance please? Is the drop today overdone? Analysts downgrading but still seeing significant upside. I know your approach is often to let shares settle so my question is whether today's news has changed the story (not investable) or if expectations were so high that a still good business/investment is being punished disproportionately
Read Answer Asked by Tim on September 10, 2025
Q: Hi 5i!
Respecting these are two very different companies, do you feel they both have a strong growth story ahead and are a compelling buy today?

Do you prefer one over the other?

Thanks for all you do! Your guidance has been appreciated over the years!
Read Answer Asked by Josh on September 10, 2025
Q: Have been looking to diversify my portfolio into the housing market . What do you think of these 3 stocks or would you be looking elsewhere ?
Read Answer Asked by Frank on September 10, 2025
Q: PNP, I bought this stock a while back and I'm not sure why ? Getting old , I guess. Down 40%. Just get rid of it ? I also have ASML and QCOM and have done very well with these two in the past , but now down 24% with both of them .What say you , hold or sell ?
Read Answer Asked by Frank on September 09, 2025
Q: Hello, you have recommended all of these in the past. Given the current valuations, what would you suggest as current entry prices, and why? Especially with a focus on ROAD if you could. Thank you!
Read Answer Asked by GeeMac on September 09, 2025
Q: Good morning,

If an investor has done very well with NVDA (thanks to 5i) and it has grown to 12% of a portfolio, would it make sense to reduce one's NVDA position and invest in either AVGO or APP at this time? If so, which might you lean to?

Thanks,

Brad
Read Answer Asked by Bradley on September 09, 2025
Q: Hi,
MDA - down 25% today, good buying opportunity? What price for a new position?

NBIS - nice contract with MSFT, will gap up big tomorrow. Looking to add to current position. What price would you look to add more or wait for a pullback?

Thanks!
Read Answer Asked by Keith on September 09, 2025
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