Investment Q&A

Q: Other than the joint venture partners, what companies do think will benefit the most from the AI infrastructure plan introduced by Pres. Trump on Tuesday? I suspect VRT and CLS will benefit, but I am sure there are others in AI support businesses.

Q: What effect does the $500 billion into AI Infrastructure announced by Trump have on Nebius? It seems like this money will build datacentres that they too are building.

Q: Would NBIS be a stock that you would feel comfortable holding through a proper market downturn (ie, like 2022)? Or would you consider it to be too small / unproven at this time?

Thank you

Q: Dear 5i
I currently hold VRT in my TFSA and was considering adding NBIS but was wondering if they are too similar in terms of what they do . If so could you recommend another smaller cap high growth stock instead .
Thanks
Bill C

Q: These companies caught my eye recently due to their broad exposure to infrastructure, energy and engineering. The 1 yr chart for MTZ is pretty good as well. However, some of MTZ's fundamentals I look for seem inconsistent (equity, EPS, free cash flow and operating income). I'm not sure what to make of this one, and see others (eg:PWR, J) in the energy infrastructure/engineering as also looking promising.

I'm not beholden to either of these (and please propose others), but now that I know such companies exist, can you recommend a few options for a "catch all" for exposure to electrical demands (AI, data centers) and upgrades (utility), other energy infrastructure (solar, hyrdo, transmission etc) and even communications (cell towers, etc). Perhaps a wide range here, but curious what comes back from 5i!

I'm particularly interested in your comments on management effectiveness

Q: Could you provide me with a few a few names that you feel will benefit from the build up of Data Centers to support AI and would Comfort Systems be on that list? Thank you.

Q: Yesterday, you gave me your top 4 conservative growth. Could you please give me your top 4 non-conservative growth in order please. Thanks Steve

Q: Hello 5i

Back in 2019 I asked if you could provide a "growthy" USA portfolio.
The above stocks were your recommendations.
Could you provide an updated "growthy" USA portfolio for 2025?
Thank you!
Dave

Q: Can you please rank the above companies for capital appreciation over the next 2-3 years. No worries on Risk or Industry. Thanks again!

Q: Do you have a preference between these 2 stocks? Can they both be held?

Q: I have made some updates to my portfolio before heading into the new year and am looking for your thoughts on total portfolio. I have it all in TFSA and am 28 years old with a long time horizon. Could you give me your opinion over next 1, 3, 5 years of portfolio.

What changes might you make to this portfolio to stengthen it?

Portfolio Breakdown:
Stock Amount Invested (USD) % of Portfolio
NVDA $6,500 12.04%
SHOP $2,840 (converted from CAD) 5.26%
AMZN $2,650 4.91%
MSFT $2,520 4.67%
MELI $2,483 4.60%
PLTR $2,250 4.17%
TSM $2,000 3.70%
CRWD $1,830 3.39%
GOOGL $1,780 3.30%
TTD $1,767 3.28%
ISRG $2,180 (converted from CAD) 4.04%
META $2,150 (converted from CAD) 3.98%
BRK.B $1,470 2.72%
AXP $1,560 2.89%
LLY $1,500 2.78%
DIS $1,280 (converted from CAD) 2.37%
NBIS $840 1.56%
CELH $700 1.30%
SMCI $392 0.73%
SPCE $188 0.35%
XRP $120 (converted from CAD) 0.22%

Thanks,
Dan

Q: Happy New Year !
What are a handful of top picks please for this year's TFSA and RRSP contributions? Max long term growth is the goal here.
Thanks very much.

Q: The 6 stocks are down from their peak
Which of these would you buy at today's price and in what order? Can you order them in terms of growth potential for a 5 year hold and also for risk. Thanks

Q: Happy New Year Peter and Colleagues.

I want to set aside a small percentage of my TFSA for more speculative and less serious investments. With that in mind, could you please provide a few of your best guesses for stocks with quick growth potential? I understand that these will be higher risk but have a chance of outsized growth.
Thanks.
David

Q: As I don't read newspapers, I badly miss Peter's articles in the Financial Post and National. How can I get to read them?
Some small-cap stocks, like CS-T, are expected to have very high growth. Is it possible to list them irrespective of risk?
Mary x-mas to All the wonderful team and their Family. A lot of us are celebrating Christmas very well credit goes to 5-I.

Q: Is this a stock to average into weakness or try to find a support level and initiate a position?

Q: With the CAD losing ground to the USD, is it still worth converting Canadian dollars to buy US stocks? If yes, what would be your 5 top growth stocks for 2025?
Thanks

Q: let's take as given that we've entered in the new IA era. And suppose we are interested to invest in a small cap enterprise of this sector at the beginning of its promising journey, what is the two names you would recommend?

Q: Hi Team,
With an approx. 10yr timeframe, I'm looking for the next "NVDA" like returns. I am looking at both CLBT and NBIS. Do these 2 fit the bill as having exceptional potential with reasonable probability of success? Currently after today's 11% drop in NBIS I look at this name and scratch my head as to how a company like this can be valued so cheaply, so it seems. With a cash balance of close to half the market cap an investor here is buying into this high growth business paying what appears to be a cheap valuation for its assets and business. If NBIS delivers as expected is this a name you would consider for multi-bagger returns over time, potentially? Would you recommend trimming long term blue cap winners to buy into this name to boost growth in a portfolio? Also, how would you compare this to CLBT's growth potential? I am interested in both names as they both have a very compelling growth story, both in what I see as to be in areas of the "future" which should show high growth with proven management teams (pending CEO replacement of course with CLBT)

Thanks,
Shane.

Q: When I go to the NBIS profile page on 5i, it says that the market cap is $10.68B. Most of the responses I see in the Q&A indicate that it has a market cap of $7B. Is there a specific reason for the difference?