Investment Q&A

Q: I'm OK waiting for my answer to this question into Jan 2026, I had some time now so wanted to pen my question.

Every year I do a year end review of my portfolio's, one thing I look at is weightings. A couple years ago I asked 5i a weighting related Q wrt Brookfield. I had BN, BAM, BEP and BIP I had roughly 4% weighting in each, 16% total Brookfield exposure. This same question has been asked by other 5i members and you have been pretty consistent with your advice. I wanted to know if it was OK being a splitter vs a lumper, ie, I have 4 stocks at 4% weighting, you were comfortable with that but did caution about much more wrt 16%.

So, here I am, asking myself a similar kind of question with a different twist. Alphabet now makes up +/-16% of my portfolio weighting. 16% weighting in a single stock is likely too much, I get that. The twist I referenced is looking at Alphabet in terms of the various business lines. Search (advertising), You Tube, Chrome, Data Centers, Waymo, various Ai elements - Gemini, TPU's etc, Pixel, Android etc. Yes, I have 16% of my portfolio in Alphabet, but I'm wondering if it's OK to look at it as 6 significant lines of business at 16% weighting. In this scenario, I'd have 2.5% to 3% weighting per business line making it more palatable.

I'm interested in your thoughts

Q: Happy holidays. No rush to respond but I’d like to add a cyber security stock to my portfolio. Leaning towards CRWD but curious if you think this is the best bet or there are other better options

Thanks!

Q: With the trillions of dollars being invested in the U.S. in 2026, what would be 5 companies that would benefit the most from that.

Q: What news would make this stock fall even more?
Thanks Again

Q: can you talk about these stocks as investments
Thank You
Peter

Q: Jim Chanos has expressed the opinion that NBIS and CRWV are capital intensive, low margin, and high risk investments. Your comments much appreciated. Thanks.

Q: Hello Team,

Considering the facts that:
Lumentum (LITE) is the High-Alpha play. It has the most momentum and the most critical technology (OCS), but it is currently considered "high risk/high reward" due to its vertical price chart.

Coherent (COHR) is the Catch-up play. It is favored by analysts who see "underappreciated upside." If Coherent can prove it is winning a larger share of the 1.6T transceiver market in its next earnings call (early 2026), its stock could "gap up" to match Lumentum's valuation.

For a 10 year investment, would you prioritize one over another? Or would you buy both?

Thank you for help all of us become richer and more informed in 2025. I wish you all at 5i a merry holiday season and a happy 2026. :)

Q: I am seeing sell recommendations for ARM from other analysts. ARM designs the CPUs used in almost all cellphones, the current Apple computers and a growing share of data centres. How could this stock be overvalued? What is your projection for the medium to long term?

Q: your choice for upside in this tech market today and why

Thanks Dave

Q: ASML or MPWR?

Q: I am considering adding AVGO with its most recent price decline on what appeared to be a good Q. Would you concur that the sell off has been over done given there was little to complain about in the quarterly release. MSFT is my other add consideration, as it has corrected some, likely in sympathy with the AI fears. Of the 2 which would you consider more attractive for a 5 year hold? In the account I also hold NVDA, GOOGL, META, AMZN, and MU for tech names. Thank you.
John

Q: Your thoughts please on the quarter released this week? Markets seemed to like ir?

Thx

Q: Greetings 5i, which companies do you consider to be NBIS's closest competitors? Out of this "peer group" how many of them do you think it is necessary to own to reap the benefits from exposure to the industry? Thank you.

Q: Peter; Not a question- re Grahams on DND - this is also a nice example of “ why not to average down” .
Rod

Q: Analysis of results - market seems to love it - has not been a favored stock for you - time to add here?

Q: CLS: heading down - still very high P.E., very high price to C.F. etc. Selling due in part to profit taking for year-end? Lofty price going into 2026 of $600.00 per share? Buy for TFSA 100 shares? Risk vs potential as I do not follow this one and know very little about tech.

Q: First and foremost Season's greatings and thank you very much for the support.

Following up on Joel's question from December 15th. I agree that subsidiaries will seek to integrate the use of AI into their processes in order to maintain and perhaps ultimately improve their margins, but this will have a direct impact on short-term profitability (e.g., one year). How can Constellation justify the multiple they are currently supporting with declining margins? The only way I see to improve profits would be to substantially increase accretive acquisitions during the transition. For my part, Constellation was my largest position and has lost a lot of value, even though I'm still up 200%. I'm really worried about what to do with my investment. How many quarters do you think I should wait before knowing more?


Thanks for your help.

Yves

Q: What should your members be looking for with the CSU family of stocks that the worst is over, Are there technical signs volume washouts or other signs the market negativity is declining?

Thx

Q: Few days ago I asked about DIS.
Now please provide your view on Netflix, with or without the WB deal and what sort of impact it would have on the stock in both outcomes

Q: AI related spending/margin concerns have hit the market over past week and CLS has declined to below $400, again.

Any concerns ? Do you still expect the stock to trade to $500 over 12-18 months ?

Is it safe to add now or wait for a further pull back ?

Thanks