Investment Q&A

Q: Your thoughts on the quarter please?

Thx

Q: For new TFSA money this year can you please recommend you're top 5 picks in the Balanced growth/income portfolio?

Q: What are your current thoughts on Sunrun? It seems to have support at the $10 level and with the talk of increasing power demand in the US renewable energy should be part of the solution.

Q: Thx for your answer earlier on results but I forgot to ask about your forward valuation and opinion on holding, and or buying more at a certain price level.

Q: Please opine on yesterday's results. It looks like a meet expectations release and sell-off for no reason. Thx.

Q: Hi. Would you please comment on SMCI's earnings. Thanks

Q: Please comment on earning. Thanks for your excellent service .

Q: Thoughts on Amazon's quarter?

Q: Hi, When is Lumine expected to report earnings and what are street estimates ? Thank You

Q: I have purchased a Bitcoin TEF in the past as a trade. I made money and got out. I do not have the understanding/trust in crypto to consider making a longer term or large Investment. I am aware that there are crypto assets, trading platforms and miners. However the concept seems to be based entirely on a level of trust which I do not have. This question is not about FOMO. I do not have a burning desire to invest here but to understand. I am not asking for deep dive but what is your approach to investing in the crypto market? Thanks for your help.

Mike

Q: Thnx for the excellent service 5i, what are your thoughts on both IOT and Sofi?

Q: what are your thoughts in terms of growth potential, as Infineon invest more in the semi conductor space. Would you recommend investing.

Q: There appears to a significant array companies and investment in Holography and its various applications. Can you provide any insight about its future, particularly as to applications that have serious business potential? Are there any investable public companies or IPO's at this point?
Thanks, Hugh

Q: Greetings 5i,

LRCX reported recently. What are your thoughts on these numbers and the company in general? Who are thier main competitors? What will be the main drivers of growth for the next few quarters and are they positioned correctly to take advantage of any tailwinds from global AI demand expansion.

Cheers!

Q: Would I be correct in saying that your recent answers are showing a preference for VRT rather than SMCI or ALAB? Can you rate each of the three on a scale of 1 to 10 (10 being a strong buy) and at what level you would buy each? Also, if you have in fact shifted slightly away from SMCI and to VRT as a fav, what makes it more desirable?

Q: What does the market expect from Topicus this week?

Thx

Q: Hello,

What are your thoughts on Alarum technologies and its current valuation? Thank you!

Q: After a strong quarter the weakness seems strange in a strong market for tech. Was there something in the conferance call? I realize it's only a few trading days, but I'm a relatively new shareholder and dont like that ugly red color on my screen when most everything else in tech is a beautiful green color.

Q: Could you comment on earnings and the changes in management. Should I continue to hold or are there better opportunities elsewhere? Thank you

Q: Hi 5i Team - Could you provide a summary of Lumine with answers to the following questions. A summary of its fundamentals including revenue, earnings, free cash flow, profitability, debt, cash on hand and anything else that might apply.

How much revenue and earnings growth is projected over the next year as well as over the next three and five years.

I believe the share count is around 256 million. How much of this is owned by Constellation Software, Insiders, and Institutional holders and how many are left over for the public float. Is it highly likely that they will never issue any shares.

My understanding is that one analyst follows this company. Is this accurate.

Lumine is my number one growth stock at this point. Do you share this opinion.

Thank you.