Investment Q&A

Q: Hello Team,
Could I have three robotic names(Canadian and US, ETFs) you recommend please.
Many thanks!

Q: I sold this 'darling' in a new account in December for a tax loss, looking to re-purchase same in Jan. I didn't expect the price to drop an additional 20%. Do I re-purchase CSU during a 'down turn' momentum or ???

Q: Hello everyone,

Oracle has lost half it's value since peaking in September, and I have ridden the wave up and now down. They just announced a $50B equity and debt deal on Feb 01, 2026 to finance their cloud build out primarily for OpenAI. I am getting concerned about the amount of debt they are taking on, and I am wondering if it's time to sell and move on. Thanks for your comments.

PK

Q: Why the dig drop in SHOP today. Down 7% to 10% as of early afternoon. It's performed poorly for a while. Any news that I'm missing? What do you (5i) expect next earnings which I believe is February 11.

Q: What are your thoughts on Nebius and would you be a buyer of a full position at todays price?
Thank you

Q: Which of these would you recommend in order to take advantage of the AI spaceor would you own both?

Q: Considering a small investment in companies that make LiDAR sensors for the auto, robotics, mapping systems, industry. Could you comment on the ones attached, in terms of most likely to rapidly increase share price, in a two year horizon

Q: Your thoughts please on selling CLS inside aTfsa and buying the much cheaper Micron and Sandisk Thx

Q: Hi there TXN reported yesterday. Seems they missed some of their expectations but did report a decent profit y/y and provided a postiive forecast for next year.

Can you please add some analysis to this and do you think it can run up here?

Ok thanks.

Q: Hi Team,
Can I have your take on NOW earnings? Beat on all metrics it seems like, yet the stock nose dives. CNBC has a headline saying "bear market is in for software stocks". What is a person to do now when I am stuck with NOW, and all the CSU family? Can I expect CSU, LMN, TOI to sell off a bunch more on earnings when they report like NOW is doing today even though they beat? I am finding it hard to decide whether to just Hold, buy more, or Sell? Usually selling is not a good long term idea in a proven quality name, but maybe this is different this time? However selling a sector that is being oversold might be a bad idea if I am expecting to invest it in momentum names at their "highs" (such as MU) that might roll over at any time...that would be a bad scenerio. Today is an awful day. My portfolio has peaked last October and still has not came back since and continues to fall. Losing confidence in holdings I thought were all quality names..

Thanks for any input you may have,

Shane.

Q: The CEO is given the boot. Good news or bad news?
If you were a holder of this company would you sell or hold at this point?

Q: My Guys

Your thoughts on CGI's earnings and outlook. Seems to be support with stock buybacks etc. Time to nibble away at it.

Thanks

Stuart

Q: Have made my tfsa contribution for 2026 and trimmed some winners and added some themed growth ideas.
It's now a decision to add MDA or CGY. Both are performing well which would you choose or split the position between them both at this time.
Thanks
David

Q: can you suggest an AI etf that covers most aspects of AI?

Q: CLS ,Would you buy today or wait?

Sheldon

Q: Hello Team 5i & Everyone,

Is Palantir's tech officially (or unofficially) being used by ICE and other agencies to make the new data base of all the US citizens who oppose the current US administration? (Ie: the protestors, individual states voting records that show which candidates individuals voted for in the past, etc).
With all the people recording everything with their cell phones in Minneapolis, you can see and hear that ICE Agents have started taking photos of protestors and telling them as much about the data base. Gemini summarized that the Palantir’s ImmigrationOS is designed to track “migrant” movements and streamline deportations, which, anyone with critical thinking skills can easily understand how that can also be used to track anyone & everyone.

I don’t mean to put you in an awkward spot, I’d just like to know what you’ve heard please.

Thank you,

Sandra

Q: Good morning,

I thought I would pile on to what I am sure is a significant number of questions on MSFT today. Seems that the quarterly numbers were not all that bad, but clearly the data centre focus/spend, without the commensurate returns on AI, have spooked the market.

Would you see today's move as an opportunity to slowly add to an existing 2-3% position, or would you suggest waiting a few days to see if things stabilize?

Thanks as always.

Q: Re your question from WIB today.

You suggested these names as great small caps for growth.

Cudos to you but YTD ENS is +22% and +80% 1 year. KRMN is +54% YTD and VOYG is +30% YTD.

This is extraordinary performance congrats. Given these outsized short term gains what would your purchase strategy be today if you do not own them. Buy at market, wait for a pull back, average in etc etc?

Please advise.


With thanks

Sheldon

Q: My son ( Mech. Eng.) Has held STX for quite a while and others in the tech. sector. He is telling me to buy this stock.
What do you think?
STX: follow-up to my question on STX - they seem to have a lot of debt; buy very high ROE which tells me they are making a fair bit of money. Comment please.

Q: considering selling LMN and reinvesting proceeds into TRI looking for growth over next 24 months thoughts thanks Richard