Investment Q&A

• MDA Space Ltd. (MDA)
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Q: Hi 5i,

Would like to get your thoughts and outlook on MDA. Would you initiate a position in it today?

I'm looking to hold long term.

Thanks,
Kyle


Thanks,
Kyle

Upvote 2

Read Answer Asked by Kyle on April 25, 2025

• Vertiv Holdings LLC Class A (VRT)
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Q: Can you comment on Vertiv's earnings and the outlook for the stock? Positive market reaciton but how much of that is the market itself generally being up?
Thanks.

Upvote 4

Read Answer Asked by Martin on April 25, 2025

• QUALCOMM Incorporated (QCOM)
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• Corning Incorporated (GLW)
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• International Business Machines Corporation (IBM)
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Q: For a 4% total allocation to an income portfolio, would you own both GLW and IBM or just one? Or is there some other name you prefer?

Upvote 1

Read Answer Asked by Gregory on April 25, 2025

• Celestica Inc. (CLS)
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Q: Please advise if this is a buy, hold or sell after earnings.
Thanks

Upvote 6

Read Answer Asked by Rick on April 25, 2025

• Lumine Group Inc. (LMN)
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Q: Q : Hello 5i team

Would you be willing to complete a position on LMN today? Since it's US-centric, can the Trump administration hinder its development in any way? Is your conviction in this stock as high as ever?

Thanks

Upvote 6

Read Answer Asked by Charles on April 24, 2025

• Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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• CoreWeave Inc. (CRWV)
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Q: GLXY has come to life over the past week.

Is there anything happening here other than the price of BTC?

Sheldon

Upvote 2

Read Answer Asked by Sheldon on April 24, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Hello 5i team,
How material is this data privacy class action lawsuit against SHOP in California?

Will this continue to be appealed or will this go forward?

This seems major since it's in California.

Andrew

Upvote 2

Read Answer Asked by Andrew on April 22, 2025

• Alphabet Inc. (GOOG)
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Q: Would be interested in your take on The search question. Many are saying Goog has lost its leadership position due to AI - I believe search is still the overwhelming cash cow for the company. It’s Gemini doesn’t appear to be getting much traction?

Upvote 6

Read Answer Asked by Scott on April 22, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• lululemon athletica inc. (LULU)
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• Celestica Inc. (CLS)
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• DeFi Technologies Inc. (DEFI)
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Q: According to Yahoo Finance average vulume for Canada is 1.2 million shares and for the US IT IS 5.5 million shares per day. Where did 5i get your numbers from?

Thx

Upvote 2

Read Answer Asked by blake on April 21, 2025

• Celestica Inc. (CLS)
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Q: Celestica trades up to 25% of its outstanding shares on a weekly basis and up to 50% some weeks lately. Any thoughts as to the turnover of shares? Could this be hedge funds churning the stock ?

Thx

Upvote 4

Read Answer Asked by blake on April 21, 2025

• Nano One Materials Corp. (NANO)
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Q: What are your thoughts on Nano:ca

Upvote 1

Read Answer Asked by Terry on April 21, 2025

• NVIDIA Corporation (NVDA)
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• Celestica Inc. (CLS)
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Q: How do you think Celetica will perform in the current environment? Recent significant downgrade at JPM. Is it likly to react based on NVDA performance?
Thanks for all your guidance,

Mike

Upvote 3

Read Answer Asked by Michael on April 21, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Today you had question on negatives for SHOP that would trigger analysts Sell rating. Can you please comment on what would be the positives that would support analysts Buy rating for SHOP?

Upvote 7

Read Answer Asked by Hali on April 17, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: SHOP has received some so-so analyst ratings recently. Some are buys and some are hold and sell. I know 5i likes SHOP. But if you had to put a bad report together on SHOP, what would be the negatives that would result in a poor rating. I guess I'm asking what does one have to worry about specifically with SHOP?

Upvote 7

Read Answer Asked on April 16, 2025

• Celestica Inc. (CLS)
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Q: What does the market expect next week? CLS has dropped 30% since last ER which was good so any thoughts please?

Upvote 4

Read Answer Asked by blake on April 16, 2025

• Broadcom Inc. (AVGO)
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• NVIDIA Corporation (NVDA)
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Q: I'm sure you'll have a bunch of questions on NVDA, AVGO and semis in general. How far do you think this particular Trump Train Wreck will go? Any guesses are appreciated, as well as thoughts on whether to hold, sell or buy more - !
Thanks!

Upvote 3

Read Answer Asked by Dawn on April 16, 2025

• NVIDIA Corporation (NVDA)
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Q: Nvidia down 6-7% A/H on news will be taking a $5.5B charge on shipping H20 processors to China....banned 9 April by Trump??......your thoughts on ban/charge....and is growth story now gone/limited for Nvda.....is stock now a buy/hold/sell....thx as always, jb

Upvote 9

Read Answer Asked by John on April 16, 2025

• Marvell Technology Inc. (MRVL)
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Q: MRVL is down well over 50% from its highs before and after year end. Can you explain why it's being hit so hard and comment on its recovery prospects?
Thanks, Hugh

Upvote 1

Read Answer Asked by Hugh on April 15, 2025

• QUALCOMM Incorporated (QCOM)
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• Texas Instruments Incorporated (TXN)
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• Monolithic Power Systems Inc. (MPWR)
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• Marvell Technology Inc. (MRVL)
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Q: What is your current opinion on TXN? Seems to be struggling.

Upvote 2

Read Answer Asked by David on April 15, 2025

• Rubrik Inc. Class A (RBRK)
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Q: Hi...

Could you discuss RBRKs last earnings, it's business model, head and tail winds and your thoughts in general.

thx, M

Upvote 2

Read Answer Asked by Mark on April 15, 2025