Q: Do you still like these two companies after earnings and see them as a buy on weakness and if so what is the main thing you like about them? If Bitcoin corrects a lot further how can this impact HOOD? Thank you!
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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: Hello team,
I have kept MGNI for a long time and saw my profits disappear badly. Every positive momentum seems to go out of steam quickly. It has been going down with high volume in the past 3 months. Is it time to let go of MGNI? If the answer is yes, would you sell it to add to HOOD or AFRM? And why? I am open to other growth-y suggestions.
Thanks for all the good work and support you are offering 5i community.
I have kept MGNI for a long time and saw my profits disappear badly. Every positive momentum seems to go out of steam quickly. It has been going down with high volume in the past 3 months. Is it time to let go of MGNI? If the answer is yes, would you sell it to add to HOOD or AFRM? And why? I am open to other growth-y suggestions.
Thanks for all the good work and support you are offering 5i community.
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Costco Wholesale Corporation (COST $922.74)
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Intuitive Surgical Inc. (ISRG $560.00)
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Microsoft Corporation (MSFT $496.82)
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NVIDIA Corporation (NVDA $188.15)
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Eli Lilly and Company (LLY $924.37)
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Walmart Inc. (WMT $102.59)
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Tesla Inc. (TSLA $429.52)
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CrowdStrike Holdings Inc. (CRWD $539.81)
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DoorDash Inc. (DASH $204.31)
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Robinhood Markets Inc. (HOOD $130.36)
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Howmet Aerospace Inc. (HWM $206.66)
Q: What might be 10 stocks (trading on a usa exchange but not necessarily a US company) that you would suggest holding for all of 2026 as a portfolio. Thank you.
Jason
Jason
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Goldman Sachs Group Inc. (The) (GS $786.34)
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JPMorgan Chase & Co. (JPM $314.21)
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Mastercard Incorporated (MA $551.97)
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Visa Inc. (V $336.02)
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Galaxy Digital Inc. Class A common stock (GLXY $44.29)
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Coinbase Global Inc (COIN $309.14)
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Robinhood Markets Inc. (HOOD $130.36)
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Circle Internet Group Inc. Class A (CRCL $103.14)
Q: what is the best way to invest in stable coins ? does the genius act(USA) and the proposed similar legislation by carney 's liberals have any positive material effect on companies in Canada and the USA and if so what companies do you like? thanks Richard
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Goldman Sachs Group Inc. (The) (GS $786.34)
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JPMorgan Chase & Co. (JPM $314.21)
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Galaxy Digital Inc. Class A common stock (GLXY $44.29)
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Coinbase Global Inc (COIN $309.14)
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Robinhood Markets Inc. (HOOD $130.36)
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Core Scientific Inc. (CORZ $20.19)
Q: Is this primarily a tech company or more of a 50/50 hybrid with the financial sector?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
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Robinhood Markets Inc. (HOOD $130.36)
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Nebius Group N.V. (NBIS $111.28)
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Galaxy Digital Inc. (GLXY $31.56)
Q: Can you please rank these companies in order of conviction and future growth potential? Long term hold. Do you see any concern holding all 3?
Are all 3 in your view, considered compounders?
Any news on their respective declines lately?
Thank you
Are all 3 in your view, considered compounders?
Any news on their respective declines lately?
Thank you
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Alphabet Inc. (GOOG $279.70)
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Canadian Pacific Kansas City Limited (CP $99.47)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $42.33)
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Vanguard Balanced ETF Portfolio (VBAL $36.75)
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Toronto Dominion Bank (The) (TD $80.90)
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Uber Technologies Inc. (UBER $91.99)
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Robinhood Markets Inc. (HOOD $130.36)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.28)
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Schwab U.S. Large-Cap Growth ETF (SCHG $32.36)
Q: Creating TFSA for 25 year old daughter. Started off really timid with VBAL then slowly started to add individual names. Small quantity in US names. If 10,000 left to add, what would you suggest to balance it out and be diversified, based on current prices, value, potential upside, while managing huge swings in price with things like metals/oil/gas? I want her to see the benefits of investing and feel the pressure so don't want to make any huge mistakes. Thanks for your great advice!!
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Alphabet Inc. (GOOG $279.70)
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Micron Technology Inc. (MU $237.92)
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Celestica Inc. (CLS $451.60)
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goeasy Ltd. (GSY $129.46)
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Kraken Robotics Inc. (PNG $5.29)
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Zedcor Inc. (ZDC $6.51)
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Axon Enterprise Inc. (AXON $602.51)
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Genius Sports Limited (GENI $10.23)
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Robinhood Markets Inc. (HOOD $130.36)
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BlackSky Technology Inc. Class A (BKSY $16.92)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.28)
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Nebius Group N.V. (NBIS $111.28)
Q: Could you tell me which 5 of these TFSA companies you would add money to first in a correction. Could you also give me two, not in this list that you consider better or just as good than these names, for a tfsa.
Thanks for all you do. Gilles
Thanks for all you do. Gilles
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Galaxy Digital Inc. Class A common stock (GLXY $44.29)
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Coinbase Global Inc (COIN $309.14)
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Robinhood Markets Inc. (HOOD $130.36)
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iShares Ethereum Trust ETF (ETHA $26.19)
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3iQ Solana Staking ETF (SOLQ $18.25)
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Circle Internet Group Inc. Class A (CRCL $103.14)
Q: Hello 5i,
There is a lot of noise about Stablecoins, gold, US debt reduction and opportunities in crypto coins to take advantage of servicing transactions. IF Stablecoins are rolled out by the US gov't, how will this affect GLXY?
Do you have Crypto suggestions if Stablecoins are backed by the US gov't? Most of this is above our heads but Trump knows how to go bankrupt and make a fortune.
Thank you
D&J
There is a lot of noise about Stablecoins, gold, US debt reduction and opportunities in crypto coins to take advantage of servicing transactions. IF Stablecoins are rolled out by the US gov't, how will this affect GLXY?
Do you have Crypto suggestions if Stablecoins are backed by the US gov't? Most of this is above our heads but Trump knows how to go bankrupt and make a fortune.
Thank you
D&J
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Galaxy Digital Inc. Class A common stock (GLXY $44.29)
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Coinbase Global Inc (COIN $309.14)
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Robinhood Markets Inc. (HOOD $130.36)
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Riot Platforms Inc. (RIOT $17.01)
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IREN Limited (IREN $62.38)
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Galaxy Digital Inc. (GLXY $31.56)
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Gemini Space Station Inc. (GEMI $16.18)
Q: I'm in GLXY.....List 5 or more companies in same endeavor, Does that include COIN ?
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CME Group Inc. (CME $276.50)
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Goldman Sachs Group Inc. (The) (GS $786.34)
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Intercontinental Exchange Inc. (ICE $149.00)
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JPMorgan Chase & Co. (JPM $314.21)
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Mastercard Incorporated (MA $551.97)
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Visa Inc. (V $336.02)
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Coinbase Global Inc (COIN $309.14)
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Robinhood Markets Inc. (HOOD $130.36)
Q: In a recent response to a question, you suggested that US financials were your second highest conviction sector, after tech.
With that in mind, could you please share your top six U.S. financial picks, ranked by conviction? Does BRK.B make the list? I’d appreciate a brief justification either way.
Thank you,
With that in mind, could you please share your top six U.S. financial picks, ranked by conviction? Does BRK.B make the list? I’d appreciate a brief justification either way.
Thank you,
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Celestica Inc. (CLS $451.60)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $214.22)
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Robinhood Markets Inc. (HOOD $130.36)
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Nebius Group N.V. (NBIS $111.28)
Q: It's all your fault? For which I'm always grateful for your sound advice. This is a good problem to have. NBIS is now 13% , HOOD 10%, CLS 15% and SHOP 14%. Yes, Im going to trim but the growth prognosis is good for all 4 going forward. What would you advise as decent position size for all 4 going into the 4th quarter?
Thank you David
Thank you David
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Broadcom Inc. (AVGO $349.43)
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Alphabet Inc. (GOOG $279.70)
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NVIDIA Corporation (NVDA $188.15)
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Booking Holdings Inc. (BKNG $4,940.00)
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Goldman Sachs Group Inc. (The) (GS $786.34)
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JPMorgan Chase & Co. (JPM $314.21)
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Tesla Inc. (TSLA $429.52)
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Galaxy Digital Inc. Class A common stock (GLXY $44.29)
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CrowdStrike Holdings Inc. (CRWD $539.81)
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Coinbase Global Inc (COIN $309.14)
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Robinhood Markets Inc. (HOOD $130.36)
Q: What sectors do you think will do well in the USA in the following months? Could you recommend 10 of your top picks in these sectors.
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Alphabet Inc. (GOOG $279.70)
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Nutanix Inc. (NTNX $69.62)
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Axon Enterprise Inc. (AXON $602.51)
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CECO Environmental Corp. (CECO $53.30)
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Applovin Corporation (APP $619.93)
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SoFi Technologies Inc. (SOFI $28.21)
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Robinhood Markets Inc. (HOOD $130.36)
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Sportradar Group AG (SRAD $22.97)
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Nebius Group N.V. (NBIS $111.28)
Q: Looking to reduce holding size after very favourable gains. What 3 or 4 names in the US would you consider for re deployment? (I hold NBIS already). Thanks.
Q: I currently have a 3.5% position in HOOD. I am considering a small position in GLXY - say 1.5% - bringing my total exposure to 5%. Being mindful of crypto's volatility, in your view, is a 5% exposure here too high?
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Genius Sports Limited (GENI $10.23)
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Robinhood Markets Inc. (HOOD $130.36)
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Sportradar Group AG (SRAD $22.97)
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Flutter Entertainment Plc (FLUT $223.03)
Q: GENI/SRAD Taking a bit of a hit today. Still up huge on the year obviously but is this decline a buying opportunity for someone looking to build a full position? What news or factors have created this decline?
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Broadcom Inc. (AVGO $349.43)
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Garmin Ltd. (Switzerland) (GRMN $201.16)
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Goldman Sachs Group Inc. (The) (GS $786.34)
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JPMorgan Chase & Co. (JPM $314.21)
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Eli Lilly and Company (LLY $924.37)
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Mastercard Incorporated (MA $551.97)
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Visa Inc. (V $336.02)
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Constellation Software Inc. (CSU $3,385.76)
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Tesla Inc. (TSLA $429.52)
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Axon Enterprise Inc. (AXON $602.51)
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Galaxy Digital Inc. Class A common stock (GLXY $44.29)
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CrowdStrike Holdings Inc. (CRWD $539.81)
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Palantir Technologies Inc. (PLTR $177.93)
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Coinbase Global Inc (COIN $309.14)
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Robinhood Markets Inc. (HOOD $130.36)
Q: Hello 5i,
New to portfolio analytics, can’t say enough about this team! Bravo.
Circumstances forced me to shuffle financially this past year.
43, pension, rentals. 55 freedom or forget it.
Highest conviction, growth, maj; tech, leaning themes to the next decade, a sprinkle of sector diversity, large/mid/small caps, predominantly US. I’m aware of course of all the caveats here lol. A 12-15 starter pack would be fabulous.
This is you starting today; You have 300k.
I do add 700 per week, please exclude
BN, TRI, ISRG, COST, HIMS, NBIS, NVDA, BKSY.
Eagerly waiting! Thank you.
New to portfolio analytics, can’t say enough about this team! Bravo.
Circumstances forced me to shuffle financially this past year.
43, pension, rentals. 55 freedom or forget it.
Highest conviction, growth, maj; tech, leaning themes to the next decade, a sprinkle of sector diversity, large/mid/small caps, predominantly US. I’m aware of course of all the caveats here lol. A 12-15 starter pack would be fabulous.
This is you starting today; You have 300k.
I do add 700 per week, please exclude
BN, TRI, ISRG, COST, HIMS, NBIS, NVDA, BKSY.
Eagerly waiting! Thank you.
-
Broadcom Inc. (AVGO $349.43)
-
NVIDIA Corporation (NVDA $188.15)
-
Tesla Inc. (TSLA $429.52)
-
Kraken Robotics Inc. (PNG $5.29)
-
Zedcor Inc. (ZDC $6.51)
-
Galaxy Digital Inc. Class A common stock (GLXY $44.29)
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CrowdStrike Holdings Inc. (CRWD $539.81)
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Tantalus Systems Holding Inc. (GRID $3.93)
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Roblox Corporation Class A (RBLX $106.84)
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Coinbase Global Inc (COIN $309.14)
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Robinhood Markets Inc. (HOOD $130.36)
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Nebius Group N.V. (NBIS $111.28)
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Rocket Lab Corporation (RKLB $51.64)
Q: There has been a huge run in the AI related stocks which your service has nailed. Thank you! Are there other sectors that you think have growth and upside right now, and why? If you have a sector(let's say gold, or consumer, etc), could you give a couple names US and CDA as well? Or should I just look in your portfolios for your picks?
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Applovin Corporation (APP $619.93)
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Genius Sports Limited (GENI $10.23)
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Robinhood Markets Inc. (HOOD $130.36)
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Cellebrite DI Ltd. (CLBT $15.40)
Q: Hi team,
What’s your latest take on Clbt? Is it worth holding for a hopeful recovery ? Or is there overall”better” growth names a guy should own instead right now ? Names I was debating replacing Clbt with were APP, Hood , Geni. Of these 4 names mentioned how would you rank them for potential over the next few years? Or is there another top pick of another US name you would choose today?
Thanks
Shane
What’s your latest take on Clbt? Is it worth holding for a hopeful recovery ? Or is there overall”better” growth names a guy should own instead right now ? Names I was debating replacing Clbt with were APP, Hood , Geni. Of these 4 names mentioned how would you rank them for potential over the next few years? Or is there another top pick of another US name you would choose today?
Thanks
Shane
Q: Hello Team,
Would you sell full position in XYZ to buy HOOD? Would you buy now or wait for a pull back in HOOD? Say around $105? I am looking for real/stable growth over long periods of time.
Thank you for sharing your insight into these two companies.
Best,
Saeed :)
Would you sell full position in XYZ to buy HOOD? Would you buy now or wait for a pull back in HOOD? Say around $105? I am looking for real/stable growth over long periods of time.
Thank you for sharing your insight into these two companies.
Best,
Saeed :)