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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: This company seems exempt from much tariff impact according to their recent press release and since they're continuing to expand their manufacturing capabilities and growing into new US markets - how do you view this company going forward?

It seems expensive on a PE basis but wondering your thoughts.

Also - do you know when this company reports and the outlook for earnings?
Read Answer Asked by Cathy on April 10, 2025
Q: Hi 5i Team - Could you name a few companies that service AI data centres in a structural way such as construction, maintenance/repairs, cooling, etc. Also a few companies that provide the power needed to run these centres. These would be stocks that have good growth ahead of them. Any market cap is fine but at least one small cap and a couple of mid caps. Also a combination of U.S. and Canadian companies.
Thanks.
Read Answer Asked by Rob on April 10, 2025
Q: In your Q & A section, Feb. 12, was the last time you commented on their quarterly report. What is your is your outlook for the remainder of the year. On a scale of one to ten, with ten being high, how would you rate it. I also, noticed where you recommended this company in place of AVGO.
Thank you very much for your excellent service.
Earl
Read Answer Asked by Earl on April 09, 2025
Q: One would think that CLS, HPS.A and VRT would be screaming buys if Trump said "just kidding" and ended his tariff war tomorrow. But I wonder if this is true. What are the chances that AI/data centre stocks were in a bubble and all it needed to burst was a new low energy search engine like DeepSeek? Is it possible that the wider market chaos is just masking an inevitable re-pricing of AI and data centre stocks? If so, the current lower price for these stocks may not be the screaming buy they might appear to be.
Read Answer Asked by Ken on April 07, 2025
Q: I am, as you put it, sharpening my pencil. Can you comment a bit on the above three companies. How much overlap is there? Which is the one you would rank the lowest of the three? Leaving aside stable mega caps, for the agressive side of my tech holding, are there any others that you would rank in the top 5 to start looking at that are better or roughly in the same class as these? Thank-you.
Read Answer Asked by Alex on April 07, 2025
Q: Hi Team,
With these uncertain times and some talk of cutbacks in data centre investment I was considering selling 50% of my Nvda investment and buying Csu and Srad with the proceeds. My timeframe is 10yrs or so. Would you consider this advisable or should I hold out and hope nvda gets its mojo back?

Thanks,
Shane
Read Answer Asked by Shane on April 04, 2025
Q: How exposed are SHOP and CLS to US tariffs? In the case of SHOP, what proportion of transactions are cross-border? For CLS, where are its manufacturing plants located. Overall, how do you view their perspectives today versus what they were pre-liberation day? Thanks.
Read Answer Asked by Theodore on April 04, 2025
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.
Read Answer Asked by Savalai on April 03, 2025
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
Read Answer Asked by joseph on April 03, 2025
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