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Investment Q&A

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

Q: These really fell out of favour fast. Would you hold? I am inclined to hold and hope for better days unless it would be better to cut losses and get into something that is also down but might have more promise on the upside? Maybe I’m being too emotional and impatient - I am okay to wait it out unless there is some reason to walk.

Thanks,

Jason
Read Answer Asked by Jason on March 20, 2025
Q: We have about a 3.5% position in LMN and are modestly ahead. Our concern is the number of LMN outstanding shares at 257mm. This compares with TOI at 83mm and CSU at 21mm. It appears that CSU is very conservative on number of outstanding shares as compared to their influence on on TOI and LMN. Greatly appreciate if you could comment/explain this.
Much thanks to the 5i team.
Pat & Cyril
Read Answer Asked by Pat & Cyril on March 20, 2025
Q: In what order would you purchase these stocks. What is a good entry price. In this volatile time would you purchase now or hold off
Thank you again for your good service and await your answer.

Earl
Read Answer Asked by Earl on March 19, 2025
Q: These two seem to be in the same "space". I'm not sure if they are competitors. I'm also trying to better understand this crypto market. Both appear to have potential and I understand that they are risky and I assume they both will move with the price of bitcoin.
I would like to have a small position. Do you recomend one over the other or a small position in each. Thanks John
Read Answer Asked by John on March 18, 2025
Q: For those that have a smaller portfolio and where that translates to even 1 share of CSU making up a huge percentage of the portfolio, what CDN tech stock(s) would you recommend in its place? TOI? GIB? Other?
Read Answer Asked by Gregory on March 18, 2025
Q: Of these four companies, which one has the strongest overall position in the AI space? Why?

Please rank these four companies in general based based on a three year outlook. Why?

GOOGL: Why does GOOGL carry such low debt relative to its equity?

Read Answer Asked by John on March 17, 2025
Q: Is XIT worth holding? Or would one be better off just buying the top 3 holdings in equal weightings. For CDN tech, what would be the best buys today for the long term?
Read Answer Asked by Mike on March 13, 2025
Q: Hi 5i Team - For Cellebrite, Nebius and Crowdstrike could you comment on what portion of each company is based on AI. Could you also comment on whether their AI involvement is semi-conductor, software or service/support related. Thirdly what is the ability of each to withstand an extended market downturn if this present sell-off continues and would you be a buyer at these levels. Thank you.
Read Answer Asked by Rob on March 11, 2025
Q: Could I please get an update on the potential for Autodesk? I have held it for years as a cornerstone in my portfolio, but the stock price has essentially done nothing. The company has transitioned to a cloud-based subscription business and changed some billing practices. It is now changing its third-party transaction model and doing a restructuring. I think the SEC investigation is still ongoing (and a lawsuit) and am not sure how big this could be. It sounds like Trump has paused the big US infrastructure bill but still plans to spend lots on construction and infrastructure. Could this be the year Autodesk finally takes off?
Read Answer Asked by Kim on March 11, 2025
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