Investment Q&A

Q: Any reason why these expensive tech stocks hold up so well today.?

Thx

Q: is VRT now profitable? if so what is the current P/E. what is the forward P/E. how strong is the current balance sheet. thanks Richard

Q: I noticed that Kinaxis is up today, on a bad day for the markets.Would you buy it or prefer to buy more Descartes on this pullback?

Q: Hell team:

A bad day to post any question on any stock! But hee it goes:

I don't want to embarrass myself in front of fellow subscribers the percentage of loss in VRT. I know you still believe in this company but have asked to exercise caution. That seems to be the general tone of 5i on many stocks. The questions are as follows: Does VRT qualify as a "Quality company" that you have in your banner! Is it worth averaging down slowly? 2-3 years is okay for me to hold. Even longer if need be.

Q: Hi,

Comments on Q4 and FY please. Any noteworthy positives/negatives you see in future commentary?
I saw that the president is leaving in May 2025...any concerns?
Still one of your small cap favs?

Q: You recently suggested to Brian that alumine would be a good buy. You have generally been positive on lumine. I have some but have been hesitant to buy more. In contrast, I have a full 5% and even more in CSU. For an older person with a more or less balanced portfolio and with some risk tolerance, what percentage would you suggest?

Thanks as always for your great work

Q: Down 47% on CTS. Up on TOI 33% and LMN 22% on taxable account. My question is it time to let go of CTS and increase the other two? Also have NVDA in this account essentially even. All were bought at the same time. Thanks

Q: what 3 metrics do you use to value DSG. compare these to the last 3 years is DSG close to a duopoly. if not name their major competitors. thanks Richard

Q: Hi there,

Of these 3 stocks how would you rate to buy now growth from a 3-5 year perspective?

Thank you.

Q: Hi,

Is MDA Space’s purchase of SatixFy Communications sounding like a good deal? Stock is off 5% this morning, maybe on the news….

Thank you, Michael

Q: Any impressions after a few days of traading??

Q: Some of us still hold CLS. It had a stellar month till recently.

Down 26% in 1 month, 16% in 3 months and down 15% on the year.

Just wanted to ask before all of the profits on this stock disappears, is it still a hold or would our money better be placed elsewhere?

Sheldon

Q: With the substantial recent decline in technology stocks, do you think that now a good time to enter the sector, or do you think we have more downside ahead? I have been looking at 3 ETF's to gain technology exposure, TXF, HTA & QMAX. I know that there are similarities between them, but could you compare and contrast them re: holdings, risk, stability of payouts, tax treatment, etc. and rank them most favoured to least favoured with your reasons? Also, are there any other ETF's in this area that you prefer? I realize that there is more than one question here, so would you please deduct the number of credits that you require, Thank you.

Q: Good recent Q&A on this one (revenue projection, valuation, etc.).

If the tech sector were to plunge in a somewhat similar manner as the Tech bust (2000), is there an example of a company with a market cap comparable to NBIS at that time that initially dropped in sympathy, but was able to recover quicker than the over all sector because of good execution?

Do you have faith in the projected revenue growth of NBIS? Do we know how reliable Arkady Volozh's vision is on this company? I suppose his 25 years of leading Yandex counts for something (?)

Q: Can I please have your comments on Galaxy Digital Holding's last quarter?
Thank you

Q: Is there news on LMN, The market including CSU decline a lot while LMN advancing . Thanks a million.

Q: Good Day,

I'm a current holder of NVDA. These other names are down 30 - 50%, and IF one were to want to add another of these, what order would you rank them, highest to lowest? Can you please comment a bit on each one including a good price target to buy at, expected growth rates, and, as much as your crystal ball can predict Agent Orange, How much more downside would you anticipate in this space this year? Will solid performing companies eventually just perform their way out of these dips in spite of him? Or will multiple compression from uncertainty continue to plague the markets until he's out of office/gets reined in?

Secondly, on the broader market, with next weeks tarriffs looming, would you trim a few positions, even if they were on position sizes that matched your size/risk profile, to have some extra powder dry for the anticipated overreaction? It feels like so much uncertainty is "priced in", but most things still drive lower when the event that was priced in happens.

Q: hi folks, thoughts on Q/FY results for Healwell,(Aidx/t), and with acquistion of Orion expected to close 1 April....thoughts on company going forward....I believe Well Health has a 14% position in Healwell??.....thanks as always, jb

Q: Hello Team,

In one answer you stated NBIS is very high risk and in another you stated that half the market cap is in cash. If half the market cap is in cash doesn’t that make it far less risky? Can you please provide a current valuation, your thoughts on the investment thesis and what price it would be a table pounding buy?

Q: Another day, another short report on Applovin. All the reports say something to the effect that Applovin tracks users in a way that the major platforms Apple and Google forbid. The worry is a deplatforming at some point. What do you make of this?