Investment Q&A

Q: RGTI What are your thoughts on this company, would you buy?

Q: Hi team,

Does the slowing revenue growth cause concern for the long term thesis of the company?

Did constellation historically have similar lumpiness quarter over quarter?

Do you still think they can grow revenues 20% annually?

Thanks

Q: Good Morning
Looking at dipping a toe into celestica would you consider this an opportune time or would you wait until things settle down a little?

Thks
Marcel

Q: Morning you fabulous people,

My TFSA is heavily tilted toward tech and growth.

I'm gearing up for 2025. I see Orcl has had a healthy small consolidation.

I already own the big players. Is Oracle a buy in its current range?

Outside of the mag7, PANW, ANET, AVGO.

Do you have a compelling buy to add at a reasonable valuation in the broad tech sector.

Please deduct accordingly.

Thank you so much.

Q: Would welcome your analysis on Avgo v MRVL. Who has the higher growth rate, valuations are both high. Assume risks are fairly high as well , would you buy either at these prices?

Q: SHOP has reacted quite harshly downwards to the Fed's expected reduction in 2025 rate cuts. SHOP has been hit much harder than most others. Can you comment on the Fed action and what impact it might have on SHOP? Can you detail why the FED expectation has spooked SHOP? Does it change the narrative and 5i's view on the company as among the top picks for growth?

Q: Good morning you fabulous people.

The bloodbath is far too late haha.

I'm looking for the top cyber security company at this time based on future growth and current value.

Is the premium for PANW worth it? Or is FTNT the steal here?

If you have another you'd place above these that's a little ahead of itself (PLTR) please give me your pick.

This is a TFSA holding for me. That is US based growth and longterm.

Thank you!

Q: Is this a stock to average into weakness or try to find a support level and initiate a position?

Q: Good morning 5i
You seem to have a lot of confidence in Google. I wonder, though, what unexpected developments could come along and derail Google? For instance Search is a big component for selling advertisement. But, since Chat gp has been developed, I generally direct any questions I have to it, rather than to Google. It does the searching for me. If something like that became widespread I imagine it could be very bad for Google. There may be other detrimental developments, too. I don’t imagine you have a magic answer for this other than just to keep an eye open. But I was wondering whether things like this would dampen your enthusiasm for Google and move you to hold less?

Q: I presently hold the above mentioned Bitcoin stocks and need to review and maybe sell some of these investments for 2025. I would appreciate your comments as to which ones do not belong in my TFSA investments?
Thank you and wish all of you at 5i a Merry Christmas!

Q: Are these the New MEME stocks? Is it worth throwing $3000 into each of them? Tx.
RGTI, QBTS, QUBT

Q: I am trying to decide if I should start a small position in NVDA.NE or top up my GOOG.NE for my 2025 TFSA contribution. I don't have any NVDA other than what is in my HXS ETF. I know you like both companies. GOOG might be best because it is kind of diversified within itself. However, NVDA might offer better growth without the antitrust issues, but it might be overpriced compared to GOOG. I'm leaning slightly toward GOOG, but a smaller position in NVDA would diversify my portfolio a bit more. My hesitation with NVDA is that it seems a bit like a cult stock, not exactly like TESLA but similar. I won't have enough funds to do both, It may ultimately be a coin flip, but which way would you nudge on these two.

Q: Hi Team,
With an approx. 10yr timeframe, I'm looking for the next "NVDA" like returns. I am looking at both CLBT and NBIS. Do these 2 fit the bill as having exceptional potential with reasonable probability of success? Currently after today's 11% drop in NBIS I look at this name and scratch my head as to how a company like this can be valued so cheaply, so it seems. With a cash balance of close to half the market cap an investor here is buying into this high growth business paying what appears to be a cheap valuation for its assets and business. If NBIS delivers as expected is this a name you would consider for multi-bagger returns over time, potentially? Would you recommend trimming long term blue cap winners to buy into this name to boost growth in a portfolio? Also, how would you compare this to CLBT's growth potential? I am interested in both names as they both have a very compelling growth story, both in what I see as to be in areas of the "future" which should show high growth with proven management teams (pending CEO replacement of course with CLBT)

Thanks,
Shane.

Q: When I go to the NBIS profile page on 5i, it says that the market cap is $10.68B. Most of the responses I see in the Q&A indicate that it has a market cap of $7B. Is there a specific reason for the difference?

Q: Which stock would you replace for PLTR which has growth potential, but at a much lower valuation?

Thanks for your service?

Q: I've done quite well with SHOP, having bought this in mid 2022 in the high $30's. It has grown to over 7% of my account.

1) Do you think it can still reach/exceed its old highs from 2021? Wouldn't that make it one of the largest companies (by market cap) on the TSX?
2) What the maximum weighting you would hold in SHOP?

Q: Good morning, how harmful would 25% tarrifs be to Evertz? I am guessing most of their competitors are US based firms and their US sales are pretty significant.

Q: What would you recommend with PLTR after its rise? At some point it will correct? Time to move on or keep it at a reasonable level in your portfolio for when it does correct? I guess the same answer could be applicable to the entire portfolio?

Thanks for your service!

Q: Do you have any details on the ENGH acquisition?

Thx

Q: Good morning! What are your thoughts on KSI these days. Buy, hold or sell. What would be a good entry price if you are positive on it? Thanks