Investment Q&A

Q: With the 3 stocks going down the last few months, could it be that they went down not because of AI concerns but instead there was a leak that the CEO was ill and would be stepping down?
Thanks

Q: We sincerely wish for a speedy recovery for Mark Leonard. Mark brought immense wealth to millions of retail investors, through his wisdom and unparallel business acumen, over past 20 years.

What could be the likely impact of Mark Leonard's resignation on Lumine and Topicus companies and their shares ? Do you believe that the two spinco's are also at the risk of losing their premium valuations, like we are witnessing with CSU shares ?

Or, since they are a little insulated with this development being independent units, with their own CEO's ?

What would you do with the two holdings?

Thank You

Thank You

Q: I just want to add the comment that I think the blog post summarizing the CSU call was very informative and very well written. Thank you.

Q: Any reason why CLS dropped $22CAN and is also down now $12US pre market?

Thanks

Q: Hi, at what point would you start nibbling away at DSG? It seems to me to be victim of the AI-software concerns (similar to CSU entities). Your prior recent comments were quite favourable after their Q release so I am somewhat surprised/shocked the market has taken this down further. It is nearing a 52 week low.
Given the downward momentum, it may have another 5% to go but it looks to be a compelling buy around $135.
I have owned for years (trimmed along the way) and done well in the past by buying the dips. Is this yet another rare buying opportunity?

Cheers,
Steve

Q: Is this buyable at these level? Market cap at about 11B and they are growing capacity. Can this continue to do well?

Q: Very sad news regrading Mark Leonard's health. I hope he makes a speedy and full recovery. I heard him speak during the conference call on Monday. He sounds like very nice and intelligent gentleman. I wish him the best!

Q: Thanks for the blog link on CSU. My focus is on LMN.

Can Leonrad's comments be directly translated to LMN's outlook as well? Do you see any differences in potential risk for LMN ? Do you have any experience in this type of investment uncertainty where a floor is eventually established on stock price when it simply becomes too hard to resist (I acknowledge this one is a bit of a predictive question ! ).

Q: Can you please recommend an ETF that holds the major AI data Power centre stocks? and how have they generally performed and what are the major risks involved in investing?

Q: What is the average P/e over the last 10 years and what is it today?
I am trying to decide whether to take advantage of its price drop to add to its position in my Tfsa.

Q: Peter; What do you make of the “ridiculous”? price targets of $82.00 yesterday and $78.00 this am. Seems way out there? Thanks.
Rod

Q: Your last question on this company is from 2021 and it has done rather well since then, up around 330%. What would be your current assessment?

Q: Hello,
The news release as of yesterday Sept 22, 2025, , "BitMine sells approximately 5.22 million shares at $70.00 per share and approximately 10.4 million warrants with a strike price of $87.50

BitMine common share sale is a 14% premium to the closing price of BitMine Common Stock on September 19, 2025

BitMine remains supported by a premier group of institutional investors including ARK's Cathie Wood, MOZAYYX, Founders Fund, Bill Miller III, Pantera, Kraken, DCG, Galaxy Digital and personal investor Thomas "Tom" Lee to support BitMine's goal of acquiring 5% of ETH"

Why would institutions pay a premium when they can simply buy it at market price for less than the $70 offering.. is it because at the market price which is less than $70, they won't get as many shares? I would appreciate your thoughts..

Q: With the recent pull back, what would be a good entry price.

Q: For someone who has held some BLDP shares for a long time... the stock has recently been rising rapidly, up more than 100% in the last 6 months. I know it has never made a profit, and I am guessing this recent strength is riding on the AI sentiment for power generation. I would like to ride this momentum and sell at the top - which is of course nearly impossible, I know. Normally I make buy/sell decisions based on fundamentals, and try to time things using technical analysis.

Can you explain what is behind the sudden strength, and how long you expect it to last? What would be your exit timing strategy to maximize profit here? Technical charts like MACD, or something else?

Thanks as always for your wise insights!

Q: Hello,
The blog on the CSU call was well written and overall I thought the company was just being realistic, yet the three stocks especially CSU and LMN have taken a hit. It looks like investors just want positive views on AI rather than a balanced view. Is it a good time to load up? Much appreciated.

Q: If I am reading my sources correctly, NBIS has a short interest of about 8.2%. Isn’t this quite high for a stock that has already increased a lot this year? What are the bears thinking and could there be more upside in a squeeze?

Q: For arguments sake, let’s say AI does start to eat Constellation’s lunch. How could a person hedge their position in Constellation? A company like Palantir?
Thanks

Q: Hi 5i, First a big thanks for your blog report on CSU's meeting to discuss AI impact on their businesses. Do you think the markets will re-rate these companies? If you owned these companies what would you do going forward? Will this impact your weightings in the 5i portfolios? Thx.

Q: Thanks for the detailed Blog Post.

Please advise if you would consider CSU as a buy or hold. What price would you consider as Strong Buy.

Thanks for the great service