Investment Q&A

Q: Are these worth holding for eventual recovery? Would you add more to bring the average cost down? Thanks

Q: Hi. I've built positions across the digital asset and payments ecosystem that I'd appreciate your perspective on. My current holdings include: direct Bitcoin ownership (DCA monthly for store of value), FETH (smart contract infrastructure exposure), GLXY (institutional crypto services plus AI compute optionality), and PYPL (established fintech playing multiple angles; PYUSD stablecoin, BNPL, crypto trading, traditional payments, and I use PYPL quite a lot myself). I do also own JPM.

I'm considering adding CRCL but struggling with the valuation at 79x forward earnings (although it is 31x 2 years forward). My thesis is that I already capture stablecoin growth multiple ways; FETH captures a lot of stablecoin volume, GLXY services institutional stablecoin users, and PYPL's PYUSD gives me direct issuer exposure with less regulatory risk since they have diversified revenue streams.

CRCL feels like paying growth multiples for what I think might become a "utility-like" business earning regulated fees. Also, if stablecoins become critical infrastructure the regulatory hammer could fall hardest on pure-play issuers like Circle versus diversified players.

I think my current portfolio seems to cover the bases; Bitcoin for macro crypto adoption, Ethereum for DeFi/Web3 infrastructure, GLXY for the picks-and-shovels institutional play, and PYPL for the mainstream fintech integration angle (+ maybe JPM).

Am I missing something by passing on CRCL? I'm interested your thoughts on whether CRCL offers unique exposure I'm not getting elsewhere? Or if there is something I am overlooking?

Q: Peter Thiel's hedge fund and SoftBank Group Corp. have sold off their Nvidia shares.

What is your opinion on this.

Would you be selling too?

Thank you.

Q: What are 5 names in Canada and in the US that look interesting with tax loss selling this year?

Q: Post Q3 earnings and forecast, can you please provide an updated opinion on GRMN?

Q: For more defensive US stocks (I.e. non tech) how would you rank the long term performance of the following CL, Cost, HD, MCD, SYK and URI. I have all of these, but I am not happy with the performance of CL nor MCD and I am thinking of selling them and upping my positions in the others. I am not worried about being concentrated in too few stocks, as I have the opposite problem.

Thanks for your thoughts.

Q: I have noticed that APLD has lost lots of momentum. What price would be a good entry?

John G.

Q: Would you consider doing a deeper dive/special report on Tesla? Obviously a US company but what an interesting situation. Shareholders are always craving for managements interest to be aligned with shareholders. Seems like a 7x over 10 years is as good as it gets. I'm not clear on what the various hurdles are along the way and how his pay is reflected, or what happens if he only achieves 80% of his goals? Or can you direct me to where a full explanation(simplified) has already been done?

Q: Is this a good buy, for monthly dividends?

Q: First, a big thank you to everyone at 5i for your help in navigating the complex world of personal investing and being there for us during the good and difficult times. Been a member since near the beginning and I visited the website first thing each day.

Could you please update me on BWXT and why the 7% drop today.

Thanks Dave.

Q: Good day team, if you were to invest in the solar industry, what would be your preferred choice? FLSR or ENPH maybe? That said, what are your views on the industry.

Q: Came across this very small cap Company this morning on the Globe Investing Watchlist and was curious an them.
If possible could you give me your View and a short Summary of this Company!
Thanx as always
Gary

Q: In case of market pullback. What will be your top 5 US and Canadian companies you would like to buy? Considering diversification within these 10 names.

Thank you

Q: Can you please advise if this is buyable now. Is there any insider selling.

Thanks for your great service

Q: Could you please comment on the story "FanDuel owner cuts profit forecast, to launch event contracts next month". The market certainly does not show a belief in this investment at the moment!

Q: What can you see for this little bio tech companies future Sellas life Sciences group. Their approach to cancer treatment or cures seems interesting but what does the business side look like.

Thanks

Q: ARTY NYSE Arca/US iShares Future AI & Tech ETF

Worth buying or not?

Thank you.

Q: May I have your current thoughts on BBAI? Is the stock still 15x sales? Is PLTR a competitor? Thank you for your assistance.
Jim

Q: This stock has experienced significant value decline over the past several years. Based on the most recent results and forecast, I’m becoming concerned about the long-term prospects for the company.

1) While I’m willing to hold through a downturn, I’m considering whether it makes sense to maintain my position or exit.

2) The company continues to increase its annual dividend and execute share buybacks. However, I question whether these actions meaningfully improve EPS compared to reducing debt. Is this a case of short-term investor appeasement, or would the market penalize a shift toward debt reduction?

Can I please get your thoughts on the company and the EPS question. Much appreciated.

Q: Is this a good time to start a position in ceco?