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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: I have the above listed US Stocks in my portfolio. Please rate each one as Buy, Hold or Sell, and the reasons for your rating.
Read Answer Asked by ALNOOR on September 29, 2025
Q: I'm thinking of selling my SHLD ETF for a more concentrated defence/areospace tilt and buying either RYCEY (Rolls Royce) or HWM? the beta of HWM concerns me though?

What do you advise? I already own GE.
Read Answer Asked by Graeme on September 26, 2025
Q: Hi 5i
Any thoughts on Amer Sports? They own the very successful Arcteryx clothing line as well as many other sports related businesses. At about $35, was $42 not long ago. Chip Wilson recently sold $160 million but still has 18% through his holding company. He appears to be raising cash (any idea for what?). The stock has tripled since IPO about 2 years ago. Your thoughts? How would it compare to another of your great calls, Aritzia?
Thanks, Greg
Read Answer Asked by Greg on September 26, 2025
Q: Could I have three US Healthcare names you recommend today please.
Many thanks!
Read Answer Asked by Issaku on September 26, 2025
Q: Oklo has been an excellent stock for me with huge gains. I have taken profits along the way. Looks like a possible correction started. Would it be a good time to move onto something else. If so, could you give me three or four stocks to consider
Read Answer Asked by Bruce on September 25, 2025
Q: MSTY is getting close to its 52 week low and of course showing a massive yield. What’s your assessment of the risk reward at this level?

How much if at all has the monthly dividend changed since the beginning?

Can you explain the WHY behind the consistent decline in share value?

Is it Saylor’s intention for this to be a long term stock or is this some kind of borderline legal Ponzi scheme.

Given this is still early days (presumably) for BTC I would hope he is thinking long term in terms of ensuring his credibility and that of bitcoin.
Read Answer Asked by Donald on September 25, 2025
Q: hi folks, with Nvidia's $100B investment in A.I. .....besides the obvious players like Coreweave, Nebius, Glxy, Tssi, etc...can U recommend any smaller players, flying under the radar, that 5i like/hold....or would you stick with, and add to the main players...thanks as always, jb
Read Answer Asked by John on September 24, 2025
Q: Hi 5i Team - Could you provide an update on TKO Holdings and its fundamentals. Will the recent merger give it more opportunities for growth and does it have the capital to move forward...or is there a possibility of raising more. Are there any other companies in this space that would be interesting and worth taking an initial position.. Thanks.
Read Answer Asked by Rob on September 24, 2025
Q: Hi,

Usually I don't ask about small daily moves but any news about why AXON is down 9% today? I can't find anything specific. Volume doesn't seem too significant on the selloff today. The only news I see are a new overweight weighting by Piper Sandler and a new acquisition announced yesterday. I'm up 137% gain in this name and I like the long term story, although at 106X PE and 18X PS, its on the higher end of its valuation average. Its at a 3% weight in my portfolio and I usually just like to hold long term growth compounders instead of trading in and out of them. Thoughts on adding more here or just hold? Thanks!
Read Answer Asked by Keith on September 24, 2025
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