Investment Q&A

Q: I initiated a small position a few months ago and it has not done anything. Is it worth holding and adding to it or sell and invest money some place else. Your views please. Thanks

Q: I own RDFN, PYPL, and OKTA. All are down for me. In what order would you sell to take the capital loss? Do you see much growth potential over the next year in any of them? Thanks.

Q: Please share your thoughts with regard to the risks/rewards around holding NBIS. How confident are you that this stock will out-perform in both the short and longer term? What factors would drive/tank growth? Thank you.

Maureen

Q: With the ever increasing demand for power to fuel AI and tech, what companies would you suggest investing in going forward?

Q: Please comment on the earnings for COSTCO.

Q: WHAT WOULD BE YOUR TOP 3 STOCKS CANADA AND TOP 3 IN THE US....THAT HAVE GOOD GROWTH POTENTIAL OVER THE NEXT 3-5 YEARS....BUT ARE NOT CURRENTLY RUNNING WITH HIGH P/E RATIOS....MAYBE OVERLOOKED OR UNDERVALUED.
I AM LOOKING AT A JAN-MARCH 2025 TIMEFRAME FOR BUYING.
THANK YOU FOR YOU VALUED INFORMATION.

Q: It is down 16% since I bought it with most of the drop being just lately.
Is there something I am not seeing or hearing in the drop.
Thanks.

Q: Do you see value here for Uber and Mu? Both look weak but wondering about lower value opportunities for growth.

Q: Looking for information on this small cap. From what I have been able to find out it has a very high (207) price/cash flow and negative PE. Anything positive you can see and how risky an investment is it?

Q: I am interested in picking a US materials Co as a play on infrastructure spending and to balance my portfolio. I am considering Martin Marietta, US Lime & Minerals, Eagle materials and Quanta services. My only materials holding at present is Agnico Eagle mines (1.6%). I am a moderate risk investor. Of these 4, which you would comfortably buy today with greatest growth potential. Secondly which two seem to you to be least risky. Finally is there another company you would prefer to any of these and if so what would be your reasoning for that pick. Thanks as always.

Q: With the recent drop in price would you view it as a buying opportunity and if so can you see it going back to the $600 mark?

Q: Hi 5i team.

I'm currently overweight Suncor, have a full position in Whitecap and less roughly 2/3 position in Freehold Royalties. I'm thinking of lightening up on Suncor and putting the dollars into a USA producers. Would you please list your top three USA domiciled oil and/or gas producers, why you prefer them, whether you would trade Suncor for any of them?

Thanks
Peter

Q: Greetings 5i, could you please provide an analysis of Q1 2025 results? The market seems to like it. Thanks.

Q: On December 10 5i recommended UBER to a member seeking a few US industrial. names. First off I thought UBER was in the tech sector but more importantly, it's stock in the past year has risen a paltry 5.5% and has fallen over 10% in the past month. Hardly a robust record during a pretty good year for these sectors. Why the recommendation?

Q: Dear 5-i:

In answer to a question on Dec 6 concerning Waymo, your reply was that it was a buying opportunity. I bought!! How material is the news today concerning GM. Should I sell and forget the loss.

Thanks, BEN.

Q: I own shares in above company ...2x AAPL shares...stck closed yesterday around $42 opened today at $37...AAPL stock same price as yesterday close...why is the stock down $5 today

Q: Judging by the price slide in Uber's stock investor sentiment seems to suggest that earnings will be significantly impacted by the Waymo move. Have analysts adjusted their earnings estimates for next year?
Would you consider the current price a good entry point?
Mike

Q: Your system did not recognize the ticker for Rigetti Computing (RGTI-Q).

This company operates in the Quantum Computing space. It has minimal revenue, big losses, the owner has (I understand) left the company, yet it is getting print and yesterday, after a joint announcement with Quantum Machines, has jumped to >$6.00 - still trading today at huge volumes. all this and a large market cap without support in the numbers? Stock price has risen dramatically in the past month.

Can you provide some insight into the business space this company operates in. Is this company one to watch? Is this space one to watch, and if so which companies should be on the radar (in order of preference please)?

As always, thanks for your advice.

Dave

Q: At current valuations, does Meta have more upside potential than Microsoft?

Q: Palantir stock price is growing by leaps and bounds, do you believe it's overpriced now?