Investment Q&A

Q: Hi 5i Team - First a general question on the topic of AI. Is agentic AI the sequel to generative AI and from an investment point of view are companies that are developing or involved with agentic AI ones we should be looking at now. Specifically is UiPath one to invest in along this theme and do you have any suggestions for other ones that may be equal to or better than UiPath. Thanks.

Q: Can you analyze AVAV as a potential investment? Look at growth, moat, competitors and catalysts if you don't mind. The stock has had a good run but it seems to have potential with all of the new NATO spending that is projected. In addition, please suggest any other companies that you more strongly believe in as likely to benefit from military spending with an emphasis on smaller companies with higher risk, higher upside. Thanks and Happy Canada Day!

Q: For Crypto exposure, I have a 1.5% position in COIN, a 2% position in GLXY (up 25%) and a .5% position in MSTE. I want to invest another 1.5% by either bringing COIN to 3% or investing in HOOD at 1.5%. Would you add to COIN or diversify into HOOD? Would you be comfortable with 5.5% total in diversified Crypto holdings?

Q: What are your thoughts about these two please, thanks.

Q: Everyone, what do you believe would be the next spin out from CSU? Clayton

Q: Hello,

I read with interest this passage from a big fund quarterly report:

“We sold our smallest holding, Lumine, a small vertical market software business spun off from Constellation Software and still controlled by it. We’ve had trouble getting too excited about these spins from the mothership as we previously sold Topicus, another Constellation-owned business. These spinoffs tend to be nice businesses, but tiny and illiquid. Plus, Constellation continues to control the business economics and voting rights. It makes more sense for us to concentrate our research focus on Constellation.”

Is it fair to say that large funds often face challenges in initiating or maintaining meaningful positions in spinoffs like Lumine or Topicus, particularly due to limited liquidity and the ongoing control exerted by Constellation Software?

Thank you in advance for your insights.

Q: What would be a great entry price?

Q: HOVR Would you consider this a good speculative investment?

Q: Could you please discuss Tcs recent quarterly result.
Do you feel the company is a wise investment going forward?
Did the quarter live up to your expectations?
Thank you

Q: Have owned ENGH forever and enjoy the growing dividend but looking at the the ten year chart I shake my head and wonder what's wrong. With its balance sheet strength etc why is it so flat and going nowhere? Is this a management problem, industry issues? Could I get your opinion on this? Would you replace it and with what? Thanks

Q: Do you know if there are any ETFs available that are mostly if not all made up of AI and Robotics companies.
Or ETFs that have the most exposure to AI and Robotics….thank you

Q: Hi.What is your opinion on HAI?
What percentage does Evertz still own in HAI?
You think with military spending going up HAI could benefit?
Also is there still a big chance that ET will takeover HAI?

Q: Hi 5i
Is it the business these guys are in or is it just the people can’t get a success fire lit under this company and stock?

I don’t know what my total return is since buying as a 5i stock years ago, but I’m clearly not a great allocator of capital. This selection did offer income but at the cost of share price.

Analysts are finding positives but year over year things are just blah.

If they sold the business to large US Tech player, would it fetch much more than current share price?

Thanks

Q: PCT Can you give me your opinion on PCT (on nasdaq) now and going forward

Q: Have you lost some confidence in CLBT? I noticed you stated that you’ve been disappointed in the company in some Q&A’s. Would you hold it or sell for another stock? If selling, what would you replace it with?
Thanks

Q: QS's share price is up 17% today. Today they "...announced a major milestone in the scale-up of its production capabilities:..". Not sure if the announcement warrants the share price bump-up. I am finally positive, having bought shares on the way down.
My question...Is the company getting de-risked with this announcement? I ask because I am contemplating buying more shares. My weighting is under 1% currently. Any thoughts you have would be appreciated.
Regards,
Jim

Q: Hi, do you have any explanation why topic is being steadily dropping since around June 4th? Thank you

Q: What do you think about the announcement of the CEO of this company possible selling a large number of shares?

Q: Why are these 2dropping so much? Thanks!

Q: On semi-conductor chips, I already own NVDA (since 2023). Considering adding another with your help.
I really don't see chip demand letting up anytime soon (Ai, robotics, autonomous vehicles, cellphones, IoT, etc).
With TSMC opening mfg plants in Arizona, maybe some of the geopolitical risk is tempered now.
Is QComm the dark horse?

THX.