Investment Q&A

Q: Can you recommend any companies that are in Energy Storage?

Q: Can you recommend some stocks in Robotics?

Q: Hi 5i, Would you consider these 10 stocks to be a part of significant players of the AI boom, these players are driving innovation, fueling need for better and bigger hardware and software infrastructure:

ANET: Provider for the networking solutions 
ASML: Leader in photolithography systems used in the manufacturing of semiconductors.
AVGO: Semiconductor Solutions and Infrastructure Software.
CEG: It provides clean energy and sustainable solutions
CRWD: Cybersecurity products and services
NVDA: Semiconductors and Equipment
PLTR: Big data analytics
TSM: World's largest dedicated chip foundry
TSLA: Automotive and clean energy company.
VRT: Critical infrastructure and services for data centers, communication networks

If you have to select 5 for a 10 year hold, which one would you pick.

if you have to select 3 for a 3 year hold ?

Please deduct as many question credits as you must!

Thanks

Q: Hello 5i,
Of the mag 7, I hold MSFT, GOOGL, and META. Please suggest the next mag 7 to hold or just add to those that I already have. This is for 7 to 10 years. My portfolio is balanced in all sectors as a blue chip, dividend, value investor with some growth. Eighty years old.
Thank you for your great service.

Q: In less than a year, Waymo has increased its weekly ride volume from 10,000 in August 2023 to more than 250,000 today. According to California Public Utilities Commission filings, the company's momentum has accelerated sharply, with March 2025 alone showing a 27% jump in paid rides after months of slower growth. Do you think it could become a big part of Google in the coming years ? They seems to have the lead compare to the competitors like tesla, uber ...

Q: Hi 5i, Which stock do you prefer today for a new cash deployment TSLA or PLTR ? 3 years hold.
thanks

Q: Do YOU own Tesla? An explanation why or why not? Reasonable entry price?

At what point is it reasonable to buy and sell based on the company’s fundamentals alone?

Thank you

Q: Hi,

I was looking to purchase some Tesla US this morning and I, for the first time, saw the Canadian CDR currency hedged option. Can you provide any guidance as to the preference of one over the other. (I do get that the currency risk (or alternately, reward) is reduced (or eliminated). Is there any other information should be aware of ?

Q: Good morning!

Mag 7 owned, UNH, AMD, URI, POWL, ASML, KKR, CLBT, LLY, ANET.

What are “your” top 3 US additions to this list? Thank you for all the incredible things here.

Q: My mag7 holdings have only really consisted of GOOG and NVDA, is this good enough? Seeing MSFT and META with strong earnings, should I diversity more into the other holdings? If you were to rank the mag7, what would they look like? Was considering a stake in AMZN and I know they report tonight. Thank you!

Q: How financially stable is Tesla? Do they have a large amount of debt?

Q: Please, For tax loss would you provide some proxy ideas for
CAN: CLS & US: TSLA MSFT CRWD.
Thanks you

Q: For a 5 year plus hold which of these recently fallen angels do you prefer, Race or Telus?

Q: Good evening,

I am wondering if you have any possible suggestions regarding companies that focus predominately in the application layer or operate full-stack models of AI.

The reason why I am asking this is because of an article entitled: "AI's revolution is just beginning" in Sunday's Globe and Mail. Sadly, there are a few parts that I don't fully comprehend which unfortunately prevents me from investigating more fully. A starting point would be great!

Take a peek to the article as it draws parallels to the dot com/internet crash of the 2000s.

Any ideas would be greatly appreciated so I may begin to investigate.

Conversely, state any points you think should be taken with a grain of salt!

Thanks!
Arturo

Q: Could you please recommend five Canadian stocks and five US stocks that are usually good to sell covered calls on?

Q: I noticed that some of the big American stocks that were trading as CDRs I believe on the NEO Exchange,stopped trading there on Feb 14 and now it looks like their trading in Toronto and only have a history back to Feb14
The companies are NVDA,MSFT,TSLA,GOOG META and COST,there’s probably more,do you know why this happened and is their any significance to it Thanks

Q: Hi Peter and Team.

Yesterday, Peter (a member) asked this question: Q: tesla sinking….byd recharges in 5 minutes…? EU and Canada to reduce tariffs on Chinese EV in retaliation ..
? a buy

I don’t know about the EU, but Canada is keeping the 100% tariff on electric vehicles from China.

https://www.ctvnews.ca/politics/article/canada-wont-drop-tariffs-on-chinese-evs-despite-trade-war-with-us-minister/

Thanks for all you do.

Q: Hi,

Just curious, KoyFin is showing Tesla sales forecasts growing by 13.2% in 2025, 19.5% in 2026 and 17.24% in 2027. Earnings forecasts are growing by 13.09%, 33.05% and 26.71% respectively.

I would think at least the 2025 numbers are materially wrong at this point.

When does the reality of plunging global sales get reflected in these forecasts?

Thanks very much,
Michael

Q: At what price would you be an aggressive buyer?

Q: Hi 5i, I like Tesla, but now the USA admin is not keen on green, is it sell/hold/buy ?