Q: Lumine has been a "disaster" for me. Worst performer in my portfolio, by far. Yet your conviction for the company remains strong. Can you please explain why you continue to feel bullish about the company & if you would hold or gradually buy more at the current price? 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.
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Alphabet Inc. (GOOG $307.15)
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NVIDIA Corporation (NVDA $184.89)
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Booking Holdings Inc. (BKNG $4,250.26)
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Constellation Software Inc. (CSU $2,607.72)
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Celestica Inc. (CLS $381.67)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.15)
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Spotify Technology S.A. (SPOT $495.65)
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Thomson Reuters Corp (TRI $99.90)
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CrowdStrike Holdings Inc. (CRWD $381.10)
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Vertiv Holdings LLC Class A (VRT $259.23)
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Topicus.com Inc. (TOI $94.50)
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Lumine Group Inc. (LMN $22.25)
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Nebius Group N.V. (NBIS $104.88)
Q: After recent news/earnings and along the thinking that AI will not completely replace SAAS but work along side it and even provide positive tailwinds, do you think its time to rotate a bit more from hardware to software or proceed with caution still? I hold CLS, NVDA, NBIS, VRT in hardware and CSU,LMN,TOI,SPOT, SHOP,CRWD,BKNG,TRI in software. Also own GOOG. I'm trying to find the right balance. If we look at SOXX/IGV, are we going to see mean reversion back to the mean?
Also what part of the market or credit cycle do you think we are in? Mid to late cycle? Should we be more defensive or still slowly adding to growth names? Thanks!
Also what part of the market or credit cycle do you think we are in? Mid to late cycle? Should we be more defensive or still slowly adding to growth names? Thanks!
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.15)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $64.76)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.89)
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BMO Covered Call Technology ETF (ZWT $56.04)
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Lumine Group Inc. (LMN $22.25)
Q: I own no Tech. What would be your 5 best company and/or ETF choices listed in Canada. Thanks, great service.
Q: Thoughts on recent earnings, name change and outlook?
Q: Could I please get your thoughts on Axon and TransMedic's latest quarterly results please? I thought both were excellent and Axon's share price responded accordingly. TransMedics not so much.
Thanks,
Neil
Thanks,
Neil
Q: Greetings 5i, your analysis and opinion on this company and its future prospects please. Is it worth holding? Thank you.
Q: Is this a good price range to pick up some Arista stock?
thnx
thnx
Q: Please comment on Topicus earnings.
Do you consider these results to help dissipate the AI related fears ?
Thanks
Do you consider these results to help dissipate the AI related fears ?
Thanks
Q: Has your position changed on Ultra Clean? In September you felt it did not need to be owned. It is now riding the semi-conductor high and I am curious if you feel differently now?
Q: Hi,
Seems Anthropic is causing quite a few disruptions lately and today their COBOL tool has hit IBM and others. Do you see any reason to wait it out and hold if this could be used as a tax loss in a cash account? I am also concerned about yet another fairly large drop in the price on WSP. Is there any further news regarding it today? Unfortunately I hold that in a RSP account, so am not sure whether to sell or hold, and would welcome your thoughts on this as well. Many thanks for your continued good advice - it is always appreciated!
D
Seems Anthropic is causing quite a few disruptions lately and today their COBOL tool has hit IBM and others. Do you see any reason to wait it out and hold if this could be used as a tax loss in a cash account? I am also concerned about yet another fairly large drop in the price on WSP. Is there any further news regarding it today? Unfortunately I hold that in a RSP account, so am not sure whether to sell or hold, and would welcome your thoughts on this as well. Many thanks for your continued good advice - it is always appreciated!
D
Q: Any thoughts on why the massive drop in this AI focussed business on Monday? Would this be viewed as a buying opportunity?
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Constellation Software Inc. (CSU $2,607.72)
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Topicus.com Inc. (TOI $94.50)
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Lumine Group Inc. (LMN $22.25)
Q: Hi 5i
I know you very much like the Csu group. If you had to sell one of CSU, LMN or TOI, which one would it be?
Thank .. Gilles
I know you very much like the Csu group. If you had to sell one of CSU, LMN or TOI, which one would it be?
Thank .. Gilles
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $64.76)
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INVESCO QQQ Trust (QQQ $609.24)
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Sonida Senior Living Inc Com (New) (CSU)
Q: What option would you suggest to pursue to gain additional exposure to technology within a portfolio? I currently only own QQQ in USD registered account.
1) just add more to QQQ at the current exchange rate
2) diversify and add XIT
3) diversify and add both XIT and CSU at 50/50 (understanding XIT owns approximately 23% of CSU already)
4) none of the above, try an alternative (e.g. QQQM)
1) just add more to QQQ at the current exchange rate
2) diversify and add XIT
3) diversify and add both XIT and CSU at 50/50 (understanding XIT owns approximately 23% of CSU already)
4) none of the above, try an alternative (e.g. QQQM)
Q: AI Infrastructure. If you can just buy one, would you buy IREN or NBIS and why (3 quick and simple reasons) ? Is value factoring into your decision ?
Q: Morning 5i!!!
Are APP and CRWD becoming a buy here, although we may drift a little lower on sentiment? Anything you like or don’t on them in the current state?
Are APP and CRWD becoming a buy here, although we may drift a little lower on sentiment? Anything you like or don’t on them in the current state?
Q: Good Morning Team 5i & Everyone,
Do I have this right? The cybersecurity sector is selling off because of the fear that AI will eat their businesses? I’ve heard that Claude has the ability to scan databases for vulnerabilities and suggest targeted software patches for human review, allowing teams to find and fix issues that traditional tools miss. What I don’t understand is why Crowdstrike and the rest wouldn’t just use the same AI or some clone of Claude to make themselves even better at cybersecurity? Can you flush this topic out for me if you’re able to please? I’d like to understand the bear and bull case going forward.
Thank you very much & hope you have a nice weekend,
Sandra
Do I have this right? The cybersecurity sector is selling off because of the fear that AI will eat their businesses? I’ve heard that Claude has the ability to scan databases for vulnerabilities and suggest targeted software patches for human review, allowing teams to find and fix issues that traditional tools miss. What I don’t understand is why Crowdstrike and the rest wouldn’t just use the same AI or some clone of Claude to make themselves even better at cybersecurity? Can you flush this topic out for me if you’re able to please? I’d like to understand the bear and bull case going forward.
Thank you very much & hope you have a nice weekend,
Sandra
Q: Crowdstrike a buy at these levels? Almost at pounding table buy? Thanks
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ROBO Global Robotics and Automation Index ETF (ROBO $79.04)
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Teradyne Inc. (TER $332.70)
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GLOBAL X FDS (AIQ $50.52)
Q: Can you describe the growth potential of TER and whether you feel current prices are sustainable or I should wait for a pull back?
For other robotics and automation stocks and broader ETFs what would your suggestions be ? I am currently in ROBO how does it compare to the others?
Lastly, do you feel robotics and automation is one use case of AI where there is a strong business model right now? I can’t see why this sector will not increase exponentially
For other robotics and automation stocks and broader ETFs what would your suggestions be ? I am currently in ROBO how does it compare to the others?
Lastly, do you feel robotics and automation is one use case of AI where there is a strong business model right now? I can’t see why this sector will not increase exponentially
Q: Can you elaborate on why you prefer Micron over Hynix? I've seen some others prefer Hynix since apparently they are at much lower valuation for similar growth metrics? Is it due to more comfort with a US company? Or correct me on my above statement as needed.
Q: Has the downside potential to Celestica's connection to Microsoft ( in view of the rumoured production location change ) been clarified at all, in a way that might offer more longer term confidence in the stock?