Investment Q&A

Q: Sold some NVDA and now want to increase my weight in these stocks. What would be your order to add based on growth potential.

Q: With reference to your today evening's comments, after SEC investigation was reported by Bloomberg, Could you please elaborate, if after this dip, stock is buyable at current level ( $550 - $555 , after market) to start a new partial position, for a long term hold ?

Also, when do you believe, it gets interesting, to step up to a full position, if there is a further decline ?

Thank You

Q: What is the correct name of APLD? Is it Applied Digital Corporation or Appled Blockchain Inc ? Thanks

Q: Got my first 10 bagger today!! Thank you to everyone at 5i bringing us such good stock ideas and portfolio analysis. Thought Nvidia was going to be my 10 bagger but Galaxy Digital has been on a tear and takes the prize. Now that I have to trim them both(again) what stocks might be worth looking at in Communication services(US or Canadian) as I am presently low in that sector.
Thanks again.
Perry

Q: How does this company compare with Archer?
Which would you prefer if only one is picked?

Thnx
Dave

Q: Costco has been treading down from its high. What is the reason for this? Is this a good time to purchase or wait? What would be a good entry price? Thank you for your great service.
Stella

Q: Any concern with this recent dip? Buying opportunity ?

Q: any news or insight that is driving the recent gains? is it over valued and if one has gains better to trim the position or it has legs now that it is close to 1B market cap?

Q: PLUG seems to have found bottom and has been rising with higher volumes. What is driving the positive momentum in your opinion? Does it have much more upside?

Q: I am planning to invest $5k for the long term (10 years) in Ethereum/crypto-related stocks. This represents 1% of my portfolio.

Should I split my money equally between COIN, GLXY, ETHQ/ETHA and BMNR?

If not in what order should I buy these stocks? Are there any that you would not consider?

Q: In a recent response to a question, you suggested that US financials were your second highest conviction sector, after tech.


With that in mind, could you please share your top six U.S. financial picks, ranked by conviction? Does BRK.B make the list? I’d appreciate a brief justification either way.

Thank you,

Q: Hi 5i
As a follow on to Helens question, "where do you see AMD going from here" on what obviously is positive news for AMD .
Currently holding 3% position. Would you continue to hold or add to existing position?
Is the huge SP move today simply unbridled greed and speculation which require more caution?
thx

Q: AMD surging this morning. How bad is this for Nvdia?

Q: Could I have an updated opinion on FMC? I am surprised at Morningstar's $95 price target!

Chris M.

Q: In the past I have not been a buy and hold investor in commodities. I try to purchase cyclical stocks when they are out of favour and sell when I have made some money with the thought that they will eventually be "on sale" again in the future to buy back in. I have been patient and have held CS, Teck,B, HBM and LUN for a few years and have done really well on them all, especially recently. Is it time to cash in and be thankful for the gains or is the underlying demand for copper (and other materials) strong enough to continue this outperformance. Hold, Sell or buy more? Curious what you would be doing in this case.

Second question - Flutter took a hit because of investor concerns over competition from the prediction market platform Kalshi. Is this a serious threat to Flutter or is the market big enough for all? Are you still as bullish on FLUT as you used to be? Stock has teased us with some nice runs up but seems to fall back.

Thanks for all you do, couldn't be happier.

Scott

Q: What would you say are the top 5 unjustifiably highly valued stocks in the US right now?

Q: I've been a holder of Copart for 2 years years and I'm down on my investment with negative momentum really escalating this year. I use to love the duopoly they operate in and their business model, but I recall reading they're only projecting mid single digit revenue growth continuing through 2026. I know they're sitting on a cash surplus that can be deployed and I know 5i still likes this stock as per your recent "best idea stock selection", but I'm starting to question it's 5 year growth rate going forward as momentum can be hard to reverse. It's hard to watch this multiple continue dropping while other areas of the market (AI, datacentres) are seeing visible growth and capital. Do you see this company going back to outperforming the market over the next 5-10 yrs or are it's best growth days well behind it? Thx

Q: Trying to understand the rationale of SBUX closing down locations. I may have it wrong but here goes. On the assumption that locations are franchises, then why close them down? It's the owner of the individual location that might be losing money but they are still buying product from Starbucks and contributing to their top line. Question is: are locations owned directly by Starbucks? If so, then closing down is the route to go.

Q: Your valuable opinion on this company please?

Thnx
Dave

Q: Can you recommend some real estate / reits that are traded on US markets? Perhaps top 3 for growth, and top 3 for stability and income.