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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 own an equal weight of UBER in my portfolio but none of TSLA. Could you please describe the correlation between UBER and TSLA. It seems that when TSLA rises UBER falls. Is this simply sentiment, anticipation of policy changes from the future US government, or is it related to actual fundamentals? Thanks as always for your excellent service.
Read Answer Asked by Calvin on November 20, 2024
Q: So Elon's gamble of aligning himself with the Donald, appears to have been good for his stock. My 3% position in TSLA is now finally above even - which is the point I said I would sell and buy a tech ETF instead. But as TSLA might keep climbing, I'm now wondering if selling just my upside periodically, and keeping my position at 3%, might work - until the knife starts to fall again. In other words, is a bird in hand really worth two in the bush, and how hard is it to catch a falling knife?
Read Answer Asked by Olaf on November 12, 2024
Q: What are your thoughts on BITCOIN. What is best way to play it or is there one.? I do not understand the future of Bitcoin Who uses it ? Do countries use it, do Corporations use it. Do Banks use it ? What is benefit of using it,

I know criminals use it extortion payments Trump and Harris were backing it. Was this because 80,000,000 U S Residents use it so they were both saying Yes to get their vote ?

RAK
Read Answer Asked by bob on November 11, 2024
Q: I've never been inclined to invest in Tesla. Mostly because the stock price is largely influenced by what comes out of Elon's mouth. But there is no question the man is an innovator. And his new announcement of the Pi Phone looks like a game changer . I doubt if Apple or Samsung can pop up a satellite network anytime soon ..... Not to mention a low price point and solar charging. And for the youth that drives this market the damn thing just plain looks sexy ..... And of course at $250 it is light years below both Apple and Samsung price points.......Thus for the first time I am considering an investment in Tesla. What does 5i think of doing that solely based on this new product ? .... And is Tesla the company that owns the product or is it another of Elon's companies ? ....... Thanks for your terrific service ......
Read Answer Asked by Garth on October 21, 2024
Q: Hello 5i:
I want to add to my AI exposure with a 3 – 5 year horizon.
I already have sufficient TSLA and AAPL, and moderate positions in NVDA and MSFT, and a starting position in PLTR.
What would be your choice(s) for adding to any of these, and/or starting new positions such as AVGO, DELL , TSM, or others? I have avoided GOOG due to possible breakup legislation.
Many thanks for your ongoing great service.
Read Answer Asked by David on October 21, 2024
Q: XTRA This company seems to totally fly under the market’s radar. It develops and produces AI tech to provide physical security access at large venues and events. Financials are out soon and optimism is high. Recent multiple new contracts with major sports franchises, arenas and stadiums. Some major player customers (Tesla etc). The technology ought to be deployed at every school entrance across the US. Its major competitor is facing multiple lawsuits over its inferior product and is now embroiled in the New York Mayor/New York Subway contracts scandal. Seems to me the stock price should be on a steep upward projectile, yet it has remained stagnant for ages. What it is about Xtract that the marker doesn’t seem to like? Or is there something more nefarious at play to keep the stock price stifled? Thanks for all your advice and mentoring.
Read Answer Asked by Chris on October 17, 2024
Q: Can you please rank in order which of the stocks from best to worst you would Recommend today, and are there any that you would Not Recommend at this time (no ranking required)?


TMDX, PLTR, CECO, ASPN, AVAL, LAZR, BIDU, TSLA, VRT, ELMD, NXT, DRX.

Thank you
D&J
Read Answer Asked by Jerry on October 07, 2024
Q: It seems Tesla (TSLA) is no longer a favorite pick in 5i Research. Its CEO, Elon Musk, is working on many interesting projects. If revolutionary projects, such as the humanoid robot, are successful, they could bring billions to the company. I don’t own TSLA. What do you think about TSLA this year, next year, or in the future? Please comment. Thanks in advance.
Read Answer Asked by Esther on September 09, 2024
Q: Acknowledging that 5i may not agree with my opinion here, if one were to believe that Solar-Wind Battery Storage systems will eventually be cheaper than Gas / Coal / Nuclear, etc. power, would BEP.UN be the best investment choice?

With regards to the above, are there any other Canadian options - even an ETF - for holding within a non-registered account. I'd want to avoid that T1135 form !
Read Answer Asked by James on September 09, 2024
Q: Do you have any recommendations for companies, U.S. or Canadian, that demonstrate good technologies involved in energy storage and smarter distribution systems. Any market cap is fine but fundamentals should be decent. Thanks.
Read Answer Asked by Rob on August 21, 2024
Q: Hello, in an answer to a question back on March 8th of this year you indicated some attractive entry prices for the Canadian CDR's of the Magnificent 7. What would be your current attractive entry prices given the changes over the past few months and the recent reporting season?
Read Answer Asked by Ed on August 02, 2024
Q: Is now a good time to start picking at some of the Magnificent 7 stocks or wait?
Read Answer Asked by Ben on July 31, 2024
Q: Hi Everyone!! Kathy Wood was interviewed by Amanda Lang recently and her crystal ball says that the areas to be in, which will do well ,are robotics, energy storage , Ai, block chain and multiomic sequencing. Do you agree? And if you had to chose a company which best represents these five fields, what would they be??
Cheers,
Tamara

Read Answer Asked by Tamara on July 16, 2024