Q: All things being equal would you start a new position in NBIS and UCU:CA today for a 2-3 year hold?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
Meta Platforms Inc. (META $574.46)
-
Alphabet Inc. (GOOG $294.46)
-
Intuit Inc. (INTU $422.48)
-
Micron Technology Inc. (MU $366.24)
-
NVIDIA Corporation (NVDA $177.39)
-
Teradyne Inc. (TER $309.61)
-
Axon Enterprise Inc. (AXON $412.81)
-
e.l.f. Beauty Inc. (ELF $61.16)
-
Freshworks Inc. (FRSH $8.32)
-
Vertiv Holdings LLC Class A (VRT $261.29)
-
Celsius Holdings Inc. (CELH $34.08)
-
Robinhood Markets Inc. (HOOD $68.90)
-
Cellebrite DI Ltd. (CLBT $14.00)
-
Nebius Group N.V. (NBIS $108.82)
-
Ouster Inc. (OUST $19.49)
Q: What is your top 5 US buys in order at today's price for each
Small cap
Mid cap
Large cap
Thank you
Small cap
Mid cap
Large cap
Thank you
-
Celestica Inc. (CLS $410.21)
-
5N Plus Inc. (VNP $31.77)
-
Kraken Robotics Inc. (PNG $8.37)
-
Nebius Group N.V. (NBIS $108.82)
-
Karman Holdings Inc. (KRMN $85.83)
Q: Had several stocks down roughly 5% March 30, these 5 were almost or over 8% down, overall portfolio was down 3.38% in a day. Seems unfair seeing what the indexes did :)
-
Amazon.com Inc. (AMZN $209.77)
-
Meta Platforms Inc. (META $574.46)
-
Alphabet Inc. (GOOG $294.46)
-
Microsoft Corporation (MSFT $373.46)
-
Micron Technology Inc. (MU $366.24)
-
NVIDIA Corporation (NVDA $177.39)
-
Vertiv Holdings LLC Class A (VRT $261.29)
-
Nebius Group N.V. (NBIS $108.82)
-
Apple CDR (CAD Hedged) (AAPL $36.35)
Q: I hold positions in these companies. I think it is a little unfair to ask what would be good entry points for these companies in this market but could you indicate in what order would you be buying these stocks today? Is there any you would not buy?
Thank you
Tim
Thank you
Tim
-
Meta Platforms Inc. (META $574.46)
-
Alphabet Inc. (GOOG $294.46)
-
Intuitive Surgical Inc. (ISRG $452.07)
-
NVIDIA Corporation (NVDA $177.39)
-
Eli Lilly and Company (LLY $935.58)
-
United Rentals Inc. (URI $732.09)
-
WSP Global Inc. (WSP $219.79)
-
BMO Equal Weight Oil & Gas Index ETF (ZEO $103.03)
-
Kraken Robotics Inc. (PNG $8.37)
-
MercadoLibre Inc. (MELI $1,715.52)
-
Axon Enterprise Inc. (AXON $412.81)
-
RTX Corporation (RTX $196.21)
-
Brookfield Corporation Class A Limited Voting Shares (BN $56.93)
-
Lumine Group Inc. (LMN $23.00)
-
Nebius Group N.V. (NBIS $108.82)
Q: Overall, my portfolio is very balanced, but I have gone with higher growth in my TFSA. I hold GOOG, META, NVDA, NBIS, BN, AXON, MELI, LMN, and ZEO. What is the max percentage of the TFSA that you would hold in GOOG and NVDA? Could you suggest some new stocks with good momentum that would balance out my holdings? Thanks.
-
Apple Inc. (AAPL $255.92)
-
Amazon.com Inc. (AMZN $209.77)
-
Microsoft Corporation (MSFT $373.46)
-
Micron Technology Inc. (MU $366.24)
-
NVIDIA Corporation (NVDA $177.39)
-
Teradyne Inc. (TER $309.61)
-
Nebius Group N.V. (NBIS $108.82)
-
Alphabet CDR (CAD Hedged) (GOOG $47.35)
Q: hi
assuming further downside in the markets, and potential longer term effects on global economy from most recent unprovoked Israel/USA attacks on Iran/Middle East, can I get your response for these 8 equities. please provide a buy/sell/hold recommendation, and a price to BUY for each. if your price to BUY is today's price, can you add another BUY price target that is lower than todays price, that considers the chart and fundamentals.
cheers, Chris
assuming further downside in the markets, and potential longer term effects on global economy from most recent unprovoked Israel/USA attacks on Iran/Middle East, can I get your response for these 8 equities. please provide a buy/sell/hold recommendation, and a price to BUY for each. if your price to BUY is today's price, can you add another BUY price target that is lower than todays price, that considers the chart and fundamentals.
cheers, Chris
Q: Please polish the 5i crystal ball and suggest a reasonable entry point for NBIS. Thanks!
-
Alphabet Inc. (GOOG $294.46)
-
Intuitive Surgical Inc. (ISRG $452.07)
-
Eli Lilly and Company (LLY $935.58)
-
Teradyne Inc. (TER $309.61)
-
Nebius Group N.V. (NBIS $108.82)
Q: With the Canadian and US markets approaching correction territory, what five CDN and US stocks would you be buying today?
Thanks
Tim
Thanks
Tim
-
Zedcor Inc. (ZDC $4.91)
-
Vitalhub Corp. (VHI $6.97)
-
Axon Enterprise Inc. (AXON $412.81)
-
Topicus.com Inc. (TOI $96.37)
-
Tantalus Systems Holding Inc. (GRID $4.50)
-
Propel Holdings Inc. (PRL $18.42)
-
Lumine Group Inc. (LMN $23.00)
-
Nebius Group N.V. (NBIS $108.82)
Q: A number of Small Caps have pulled back significantly. Do you still like these names? Are there any of these names that you feel should be sold?
Thanks
Tim
Thanks
Tim
-
Alphabet Inc. (GOOG $294.46)
-
Micron Technology Inc. (MU $366.24)
-
Celestica Inc. (CLS $410.21)
-
Brookfield Corporation Class A Limited Voting Shares (BN $56.93)
-
Nebius Group N.V. (NBIS $108.82)
Q: What do you feel are the best opportunities right now in the market as a growth investor? Can you provide reasons and your top 5 opportunities in order please? A risk and growth potential rating for each. 1 being low risk and low growth potential.
Thank you
Thank you
Q: Any concerns with short Int % for NBIS at 17% and GLXY at 12%? At what % level do you start to get concerned and what are some things to look out for when you see these elevated short Int? I know its personal for everyone, but for a growth investor with medium/high risk, what % allocation would you suggest for these names given their risk and volatility? Would it be somewhere between 2.5-4%? I have NBIS at 4.2% and GLXY at 3.5%. I believe both have good long term potential. Thanks!
Q: Judith asked: "A triple witching day is coming up this Friday. What impact do you think that will have on NBIS stock price?"
What are the triple witching day events?
Thanks!
What are the triple witching day events?
Thanks!
Q: A triple witching day is coming up this Friday. What impact do you think that will have on NBIS stock price?
-
Alphabet Inc. (GOOG $294.46)
-
NVIDIA Corporation (NVDA $177.39)
-
Teradyne Inc. (TER $309.61)
-
EnerSys (ENS $177.35)
-
Nebius Group N.V. (NBIS $108.82)
Q: Hi 5i,
What are your top 5 conviction stocks currently (Canadian or US)?
What about your top 5 defensive stocks (with a dividend) if we are concerned about a downturn in the market?
Thanks,
Evan
What are your top 5 conviction stocks currently (Canadian or US)?
What about your top 5 defensive stocks (with a dividend) if we are concerned about a downturn in the market?
Thanks,
Evan
Q: Does NBIS have any type of a moat? Could you please describe how strong this moat might be? Does NBIS have any competitive advantages in the current AI race?
-
Micron Technology Inc. (MU $366.24)
-
NVIDIA Corporation (NVDA $177.39)
-
Celestica Inc. (CLS $410.21)
-
Teradyne Inc. (TER $309.61)
-
Nebius Group N.V. (NBIS $108.82)
Q: I hold NVDA, CLS, TER, NBIS. Considering buying MU. How much overlap in these companies? Would you sell any based on exposure?
Thanks
Thanks
Q: Good morning, 5i Team,
Based on the answers and comments you make about NBIS I can deduce that you like NBIS yet confused about price action. That makes at least two of us.
Are you able to share your thinking process of what might be happening with this instrument. Is it simply favored by the speculative bunch?
I closed my position yesterday, but I find it hard to resist to re-enter today.
Thank you as always
Nick
Based on the answers and comments you make about NBIS I can deduce that you like NBIS yet confused about price action. That makes at least two of us.
Are you able to share your thinking process of what might be happening with this instrument. Is it simply favored by the speculative bunch?
I closed my position yesterday, but I find it hard to resist to re-enter today.
Thank you as always
Nick
-
Alphabet Inc. (GOOG $294.46)
-
Micron Technology Inc. (MU $366.24)
-
NVIDIA Corporation (NVDA $177.39)
-
Celestica Inc. (CLS $410.21)
-
Nebius Group N.V. (NBIS $108.82)
Q: Hi, given recent action, including a nice jump by Nebius, but keeping in mind possible cyclicity, can you please rank these five stocks as possible best buys today, indicate whether they are buy, hold or sell, and give a small blurb why they are worth buying today. 3-4 year holding. Thank you
Q: What do you think about the loan offering just announced by NBIS?
What kind of impact do you think this will this have on share price in the coming 2 years? Is it something to be concerned about? (ie.... is NBIS doing something similar to Coreweave?)
What kind of impact do you think this will this have on share price in the coming 2 years? Is it something to be concerned about? (ie.... is NBIS doing something similar to Coreweave?)
Q: Hi team,
What’s your take on nbis dropping today , giving up yesterday’s great gain already? Is the offering highly dilutive?
Thanks ,
Shane
What’s your take on nbis dropping today , giving up yesterday’s great gain already? Is the offering highly dilutive?
Thanks ,
Shane