Q: I know this is really a tough one, but where would you expect CSU to bottom out?
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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: Hello Peter & team
Tried searching the database to see what questions had been asked about this new technology and failed. Please provide an analysis of the photonic crystal market in Canada, encompassing various aspects such as market size, segmentation, growth drivers, challenges, and emerging trends. Also which companies you might recommend and if you think now is the time to begin building a position in a portfolio. Has 5i started a position in any of their mock portfolios?
Thanks for all you do
gm
Tried searching the database to see what questions had been asked about this new technology and failed. Please provide an analysis of the photonic crystal market in Canada, encompassing various aspects such as market size, segmentation, growth drivers, challenges, and emerging trends. Also which companies you might recommend and if you think now is the time to begin building a position in a portfolio. Has 5i started a position in any of their mock portfolios?
Thanks for all you do
gm
Q: Hi Peter and Team,
The last question on the ETF DATA was last August. Please share your updated opinion of this ETF, and I hate to admit it, but the proceeds of the sale of some CSU will be used to purchase DATA, unless you have misgivings about DATA in general.
As always, thanks for your insight.
The last question on the ETF DATA was last August. Please share your updated opinion of this ETF, and I hate to admit it, but the proceeds of the sale of some CSU will be used to purchase DATA, unless you have misgivings about DATA in general.
As always, thanks for your insight.
Q: Hp sure has had a big drop. The dividend looks interesting. Thoughts on HPQ overall and if the 6.3% dividend is safe. Any other red flags ?
Q: Hi 5i,
What would be your choice today between these 2 US companies in a TFSA?
Please provide your thoughts/reasoning.
Thanks.
What would be your choice today between these 2 US companies in a TFSA?
Please provide your thoughts/reasoning.
Thanks.
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Constellation Software Inc. (CSU $2,358.89)
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Tesla Inc. (TSLA $361.83)
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Palantir Technologies Inc. (PLTR $143.06)
Q: I would like to add to an existing position in one of CSU, TSLA or PLTR for a long term hold. Which would you suggest and why.
Thanks
Thanks
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Alphabet Inc. (GOOG $273.76)
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Micron Technology Inc. (MU $357.22)
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Celestica Inc. (CLS $388.66)
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Tesla Inc. (TSLA $361.83)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $122.69)
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GLOBAL X FDS (AIQ $45.47)
Q: Hello Team,
Could I have three robotic names(Canadian and US, ETFs) you recommend please.
Many thanks!
Could I have three robotic names(Canadian and US, ETFs) you recommend please.
Many thanks!
Q: I sold this 'darling' in a new account in December for a tax loss, looking to re-purchase same in Jan. I didn't expect the price to drop an additional 20%. Do I re-purchase CSU during a 'down turn' momentum or ???
Q: Hello everyone,
Oracle has lost half it's value since peaking in September, and I have ridden the wave up and now down. They just announced a $50B equity and debt deal on Feb 01, 2026 to finance their cloud build out primarily for OpenAI. I am getting concerned about the amount of debt they are taking on, and I am wondering if it's time to sell and move on. Thanks for your comments.
PK
Oracle has lost half it's value since peaking in September, and I have ridden the wave up and now down. They just announced a $50B equity and debt deal on Feb 01, 2026 to finance their cloud build out primarily for OpenAI. I am getting concerned about the amount of debt they are taking on, and I am wondering if it's time to sell and move on. Thanks for your comments.
PK
Q: Why the dig drop in SHOP today. Down 7% to 10% as of early afternoon. It's performed poorly for a while. Any news that I'm missing? What do you (5i) expect next earnings which I believe is February 11.
Q: What are your thoughts on Nebius and would you be a buyer of a full position at todays price?
Thank you
Thank you
Q: Which of these would you recommend in order to take advantage of the AI spaceor would you own both?
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Aeva Technologies Inc. Redeemable Warrants each whole warrant exercisable for shares of common stock at an exercise price of $11.50 per share (AEVA.WS)
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Hesai Group (HSAI $18.44)
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Ouster Inc. (OUST $17.66)
Q: Considering a small investment in companies that make LiDAR sensors for the auto, robotics, mapping systems, industry. Could you comment on the ones attached, in terms of most likely to rapidly increase share price, in a two year horizon
Q: Your thoughts please on selling CLS inside aTfsa and buying the much cheaper Micron and Sandisk Thx
Q: Hi there TXN reported yesterday. Seems they missed some of their expectations but did report a decent profit y/y and provided a postiive forecast for next year.
Can you please add some analysis to this and do you think it can run up here?
Ok thanks.
Can you please add some analysis to this and do you think it can run up here?
Ok thanks.
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Micron Technology Inc. (MU $357.22)
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Constellation Software Inc. (CSU $2,358.89)
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ServiceNow Inc. (NOW $99.41)
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Topicus.com Inc. (TOI $90.84)
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Lumine Group Inc. (LMN $21.34)
Q: Hi Team,
Can I have your take on NOW earnings? Beat on all metrics it seems like, yet the stock nose dives. CNBC has a headline saying "bear market is in for software stocks". What is a person to do now when I am stuck with NOW, and all the CSU family? Can I expect CSU, LMN, TOI to sell off a bunch more on earnings when they report like NOW is doing today even though they beat? I am finding it hard to decide whether to just Hold, buy more, or Sell? Usually selling is not a good long term idea in a proven quality name, but maybe this is different this time? However selling a sector that is being oversold might be a bad idea if I am expecting to invest it in momentum names at their "highs" (such as MU) that might roll over at any time...that would be a bad scenerio. Today is an awful day. My portfolio has peaked last October and still has not came back since and continues to fall. Losing confidence in holdings I thought were all quality names..
Thanks for any input you may have,
Shane.
Can I have your take on NOW earnings? Beat on all metrics it seems like, yet the stock nose dives. CNBC has a headline saying "bear market is in for software stocks". What is a person to do now when I am stuck with NOW, and all the CSU family? Can I expect CSU, LMN, TOI to sell off a bunch more on earnings when they report like NOW is doing today even though they beat? I am finding it hard to decide whether to just Hold, buy more, or Sell? Usually selling is not a good long term idea in a proven quality name, but maybe this is different this time? However selling a sector that is being oversold might be a bad idea if I am expecting to invest it in momentum names at their "highs" (such as MU) that might roll over at any time...that would be a bad scenerio. Today is an awful day. My portfolio has peaked last October and still has not came back since and continues to fall. Losing confidence in holdings I thought were all quality names..
Thanks for any input you may have,
Shane.
Q: The CEO is given the boot. Good news or bad news?
If you were a holder of this company would you sell or hold at this point?
If you were a holder of this company would you sell or hold at this point?
Q: My Guys
Your thoughts on CGI's earnings and outlook. Seems to be support with stock buybacks etc. Time to nibble away at it.
Thanks
Stuart
Your thoughts on CGI's earnings and outlook. Seems to be support with stock buybacks etc. Time to nibble away at it.
Thanks
Stuart
Q: Have made my tfsa contribution for 2026 and trimmed some winners and added some themed growth ideas.
It's now a decision to add MDA or CGY. Both are performing well which would you choose or split the position between them both at this time.
Thanks
David
It's now a decision to add MDA or CGY. Both are performing well which would you choose or split the position between them both at this time.
Thanks
David
Q: can you suggest an AI etf that covers most aspects of AI?