Investment Q&A

Q: If DSG is sold what stock would you replace this one with?

Thanks

Q: Would like your opinion on this stock- seems like a massive move due to AI - is it sustainable or too late? I guess the short thesis isn't working ...

Q: Hi 5i
What is your outlook for rddt today going forward, and who are the competitors for them With the current SP decline would this be an opportunity to start small position? At what price would 5i be interested.
Thx

Q: Thanks for this idea, Bloomberg Space profiled the satellite imagery industry as in high demand, especially in Europe:

"The rebranding comes during a lucrative year for Earth observation companies like Vantor and competitors like Planet Labs and BlackSky Technology. These firms have seen a spike in deals, revenue and stock prices as countries realize the need for real-time Earth observation data in an increasingly unstable and geopolitically tense world.

European nations in particular have been driving this demand as they seek to lessen their reliance on the US for space-based military capabilities. In March, President Donald Trump’s administration temporarily suspended satellite imagery sharing with Ukraine, which is used to inform the location of Russian troops and infrastructure damage during the war."

Q: Would you be allocating fresh capital to these two names?

Thanks

Q: Hello,

I appreciate you keep the pulse and providing updates on CSU & co.

Could you provide:

1) Earnings performance last 3 quarters: hit, miss or beat.
2) trailing, current and forward PEG ratios

On all of the above

Thank you

Q: Please give me your thoughts on this two companies as growth prospects in AI industry? Which one is better than the other?

Thank you very much

Q: I bought 125 shares 2 weeks ago waiting on the release of Battle Star 6 on October 10th.
To my pleasant surprise the take over was announced last Friday. Would you hold into 2026 for completion or take a little less now and move on?
David

Q: Hi 5i,

Would appreciate you thoughts on DND's current prospects.

Given all the negative news surrounding the company, does it make sense to continue to hold on to the potential chance that the company will be bought out and taken private?

Otherwise will most likely sell before year end to take advantage of the tax loss.

Appreciate the service as always.

Thanks,

Greg C.

Q: And another question for the team. What are your recommendations for cyber security stocks and etf's. I have no holding in such.

Q: Hi Peter, I thought I finally had a winner with CSU. I have 7 shares and it was nice when they were close to 5000.00, thinking they might go higher. It's always hard to sell the winners. Even though I still have a bit of a gain is it time to forget about this high price for CSU. I know you can't predict the future but how low could this go, it's not going to be another Nortel, or drop down to 500 or 700 is it? Would it be a good time to add or sell. Can you give us some encouragement or some guidance with this. Much appreciated.

Q: Hi 5i, here goes another CSU family Q.


Yesterday you mentioned a 10% drop would not surprise you. Well it's here. Based on your ability to use Bloomberg and other valuation tools, where do see the next floors down in the elevator so to speak. And based on these two events in the past week, how long will the family be in the dog house? Also I'm asking this on the assumption you are still fans. Thx.

Q: Hi gang,
Would like to initiate 2-3%in okta your thought please. Would you be a buyer at this price? Or what price would you buy in. ?
Thanks. Alnoor

Q: After a nice gain on OTEX would you see switching some or all to CSU as a good move in a non-taxable account?
Thanks.

Q: What are your thoughts on how overvalued AI stocks are and what factors we should be concerned about that could cause the bubble to burst?

What are some good ideas for relatively safe stocks and etfs to hedge against a AI and tech weighted portfolio?

Q: Thoughts on GEV ?
Is there a correlation with AI which will be more and more energy-intensive?Thank You

Q: Wishing Mark Leonard well in his recovery and the company as it transitions to somewhat new senior management. With the software challenges and change in management have any of the senior management including Mark sold Constellation shares in the last two months?

Q: I thought I had a core holding with CSU but it is at the one year bottom. Still worth holding? comments please
Also, comments on LMN and TOI are appreciated.
Deduct many question points please.

Q: After reviewing past questions on ENGH and CSU (specifically June 19). When you preferred the CSU group of companies over ENGH.
Would give the same recommendation after today’s news regarding Mark Leonard?
Would selling my holdings in ENGH to buy CSU be a good move from your perspective. I appreciate your input.
Thank you, Mike

Q: Hi, I couldn't get this company to be recognized in your db. The text search did recognize their former name.
01 Quantum (recent name change from 01 Communique) had a news release today ...."01 Quantum and qLABS Announce Quantum-Resistant Ecosystem on Hyperliquid Powered by QCW".
Is this announcement significant going forward and how big is Hyperliquid vs some of the other major players, ie % market share...as noted in the release "Hyperliquid currently has a market capitalization of approximately US$15.5-16.5 billion (according to CoinMarketCap)"
I have held this stock for many years (underwater of course) thinking that some day they might get onto something big. Even with the 1,125% gain over the last 52 week period, I am sadly still underwater.
Could this be the news required to get this company recognized for future (accelerated) growth?
I take some comfort in knowing that at least I will make good use of the capitol loss rule when I sell. ;)

cheers,
Steve