skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Thank you for the timely and well-done blog on CSU.
Two questions:

1) Would YOU put new/fresh money into CSU TODAY? Please give a brief reasoning for your answer.

2) If YOU had owned CSU shares for a number of years, what would you do with them today (irrespective of portfolio make-up)? Please give a brief reasoning for your answer.

Thank you

Read Answer Asked by Harvey on September 23, 2025
Q: I am a dividend investor who prefers to hold fewer companies for the long term, gradually adding to the position over time in perpetuity.

5i recently sold OTEX from its Balanced Portfolio. There have been discussions about disruption from AI.

Do you think OTEX remains a viable longterm holding for a dividend investor? Can we expect to see modest continued growth and modest dividend growth - or should this position be sold due to the risks involved?
Read Answer Asked by Walter on September 23, 2025
Q: I own all three of these and am considering consolidating to simplify my portfolio. Would you recommending holding any one vs another or keeping all three.
Read Answer Asked by John on September 22, 2025
Q: Retired, dividend-income investor with a well diversified portfolio (in my opinion anyway). My proxy for the technology sector is XIT and it has performed very well over the long time period I have held it. I like using your charting ability to compare XIT to QQQ or other related tech companies or ETFs....great feature!


Question #1 = With all of the "AI" interest right now, I wonder how much exposure does XIT have to the AI theme? Which of the embedded companies within XIT have AI exposure?

Question # 2 = Is there is an ETF that focuses on AI-related companies or is there an ETF that focuses on AI-generated stock picks (in any sector) and what your thoughts are?

Thanks....Steve
Read Answer Asked by Stephen on September 19, 2025
Q: I am considering selling my nvda and buying goog or qucom to replace. Please advise if this is good or any other replacement for nvda.
Cheers , Doug
Read Answer Asked by Doug on September 19, 2025
Q: Announcement today by Nvdia taking a $5 billion stake. I own AMD which is down on this announcement. . Switch from ADM to Intel make sense?
Read Answer Asked by Helen on September 19, 2025
Q: Hi 5i
With respect to previous response to michaels intel question july 31 , Does the Nvda announcement of taking $5B stake in the company change your view? Share price has responded quite positively today.
Would 5i be interested in intel now going forward.

In addition AMD seems to have responded negatively to this news...how do you see this affecting its SP going forward and would you continue to hold AMD?
thx
Read Answer Asked by jim on September 19, 2025
Q: I own the above listed US Stocks. Please rate each one as a BUY, HOLD or SELL and the reasons for your rating.
Read Answer Asked by ALNOOR on September 19, 2025
Q: Can you explain how Nebius expects to become profitable, and when?

Despite the nice Microsoft contract, its business has very high capital expenditures to pay for data centres, latest GPUs, power, humans, etc. I wonder about things like how much cash it has, how long that will last, the cost of its capital, how it raises capital, the risk of inflation on costs, etc. I also wonder if it's other businesses (Toloka, Avride, Triple 10 and Clickhouse) are at all priced in, and whether any of these would possibly be spun out.

Any further insights you might have would be appreciated.
Read Answer Asked by Alfred on September 18, 2025
Q: With the the huge future revenues announced from Oracle yesterday what are some other companies in similar space or competitors that could also benefit?

Thx
Read Answer Asked by blake on September 18, 2025
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!