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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 know you have mentioned HOOD as a high conviction stock before. I haven’t followed it but have always thought of it as a bet on crypto. In doing some reading, I see the platform is quite popular among young people, not just for trading crypto but also for stock trading. It has recently expanded outside the US and just announced they are launching a social network. Could I please get your thought on the new social platform? Could it have huge potential? HOOD has had a huge runup and is now around its all-time high. Would you buy HOOD today? If so, would you want for a pullback? Thanks.
Read Answer Asked by Kim on September 15, 2025
Q: HI guys,

On CNBC last week Michael Saylor discussed MSTR and one of the things he mentioned was it was designed to be 2X BTC movement.

I'm talking short term history here, not over years.

In the past 5 days Mstr is -1.32%, 1 month it is -15.96% and the past 3 months it is - 13.43%

However BTC has performed past 5 days +4.67%, 1 month - 2.31% and 3 month +11.1%.

As you can see BTC has outperformed MSTR quite substantially over the recent past.

Why would you think this is happening? Is the MSTR trade done? What do you reccomend for BTC exposure?

Thanks


Sheldon
Read Answer Asked by Sheldon on September 15, 2025
Q: Dear 5i
Out of the above listed stocks , what would be your order of preference in a margin account and a TFSA account . By preference i mean level of earnings and quality of company ?
Also would you add any of these names to an RRSP , assuming an otherwise balanced portfolio , or perhaps consider CLS , Nebius or SRAD instead ?
Thanks
Bill C
Read Answer Asked by Bill on September 10, 2025
Q: In 5i's recent video, it was suggested that - because of extreme volatility - an initial investment in crypto shouldn't exceed 1%. About six weeks ago, I took a 3% position in HOOD, reasoning that its diverse areas of business should insulate it somewhat from the wild crypto swings. Up 9% now in a TFSA. Given HOOD's high beta (>2.3), the likelihood that markets will go down in September, and the size of my current holding, if this were your portfolio, would you be inclined to take the small profit and reduce exposure down to the suggested 1%? I recognize you cannot provide personal advice, so hope I am not crossing the line with this question. Thank you.
Read Answer Asked by Maureen on August 25, 2025
Q: Hi 5i,

Thanks for the podcast section on crypto. Very much enjoyed it.

If you could only buy and hold two of these for a med to long term, which would you choose? (Any particular reasons why?)

TIA!
Read Answer Asked by Wayne on August 19, 2025
Q: Hello 5i Team,

For a long-term hold, focusing on total return, ignoring sector diversity, and considering a medium-to-high level of risk, could you please provide your 12 highest conviction small/mid-cap U.S. stocks at this time, ranked in order.

Thanks in advance for your always helpful advice!
Read Answer Asked by Keith on August 13, 2025
Q: Hi Team,
I hold a heavy position in Gsy and Prl both. I do not own any Hood yet. I was debating trimming some Prl to take a position in Hood. Do you think this is a good idea? Do you see the Hood share price outperforming Prl in the next while and long term? Or…is Hood and the whole crypto sector a little over heated right now and might I be better waiting for a pullback before buying Hood?

Thanks,
Shane
Read Answer Asked by Shane on August 13, 2025
Q: In the past few weeks you have answered questions and reviewed results on a number of stocks that generate a considerable amount of attention and endorsement by 5i
such as - HOOD,VRT,COIN,PLTR,KSI,APP,IONQ,PRL,GSY,KTOS,SOUN,RKLB,VHI,NBIS and CLS - having digested those recent results and conference calls are there any that have impressed beyond your expectations or, conversely, raised any red flag?

Thanks,

Terry
Read Answer Asked by Terry on August 12, 2025
Q: Hi there, if you had to buy 3 Canadian and 3 US stocks today that you feel have multibagger potential, looking out 5 to 10 years, which stocks would they be? Not looking for names that high a decent chance to go to 0 either however!
Read Answer Asked by Michael on August 01, 2025
Q: After a great deal of scepticism, I have just begun dipping my toes into crypto. I have half a position in HOOD and would appreciate your advice on strategy going forward. As a balanced growth investor, how much exposure would you recommend in the crypto world? Assuming it's greater than the 2.5% currently held, how would you proceed? Thank you.
Read Answer Asked by Maureen on July 29, 2025
Q: Hi,

For classification purposes, in which sectors do the above stocks fall ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on July 29, 2025
Q: In an otherwise diversified TFSA - I'm looking at adding a small (aggressive) position - given the current price on some of the above and many recent questions/comments on others - I've come up with some candidates.

Can you give me your thoughts on which one(s) you might choose?

Thanks,

Terry
Read Answer Asked by Terry on July 25, 2025
Q: Hi,

With the passing of new crypto legislation and the rise of ETH and stable coins, what do you think is the best way to play this and does it have long term growth potential? Also what are the big risks? Looking for a pick and shovels name. Now that the legislation has been passed, is this more sell the news?

In the crypto space, I'm only holding GLXY (4%), which I'm up 75% and has done very well. I also have core long term holdings in V, JPM, and MA. Could stable coins hurt or benefit these names as well or are they complementary? Been watching CRCL, HOOD and COIN as well but they've been on a tear and I'm hesitant to buy at these levels. Thanks!
Read Answer Asked by Keith on July 23, 2025
Q: If you had no money in crypto, what are 6 stocks in Canada and US you would consider for strong growth.
Read Answer Asked by George on July 22, 2025
Q: Thanks very much for your really insightful answers.
Which ETFs capture the blockchain technology space? Any ranked recommendations?
Read Answer Asked by James on July 22, 2025
Q: Crypto. As a retiree, I have stayed away from the whole bitcoin field, and from afar, have watched my nephews exulting in their current success. Even at my age, I am not immune to FOMO. I am not fearful of risk but have stuck to areas that have some form of business that I can wrap my mind around. Like NBIS, and Kraken, thank you very much. If I was to stick my toe in the crypto area, what approach would you suggest? I'm guessing an ETF but which one? Thanks for your ongoing advice, to me and to all your other subscribers. Using 5i guidance over the years, I have a decently performing, balanced portfolio, weighted with RBC, SLF, ENB, the Brookfield gang and the like. A dash of crypto? all the best
Read Answer Asked by alex on July 16, 2025
Q: What are your thoughts on IBKR as it's stock price seems to be breaking out and over 1/2 its business is retail investors.

Hood has done "tremendous" as of late, do you think IBKR could be next to outperform?

thnx

Dave
Read Answer Asked by David on July 16, 2025
Q: Hi there, I asked a question about this etf and you responded with a link to a previously asked question but that precious question isn’t about the etf I was referring to. Thanks!
Read Answer Asked by Michael on July 15, 2025
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