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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: Good afternoon 5i
You just replied to a a question regarding lmn or csu, saying that you thought buyers would be rewarded at the current price. I want to put pretty reliable but also growth stocks in my tfsa. Today would you have a preference amongst these three for buying today? Just for context, i have a full position in csu and half in the otjer two
Read Answer Asked by joseph on October 17, 2025
Q: Hi Peter and 5i,
May please have your thoughts on NVDA's announcement that META and ORCL will adopt its Spectrum-X Ethernet networking switches for their AI data centers.
Do you have an opinion on how much this will affect ANET's market position?
Would you look at exiting a position in ANET based on this competitive threat?
ANET is down 13% on Monday and Tuesday.
Thanks so much.

"Arista Networks (NYSE:ANET) stock fell 2.4% Monday after NVIDIA (NASDAQ:NVDA) announced that Meta (NASDAQ:META) and Oracle (NYSE:ORCL) will adopt its Spectrum-X Ethernet networking switches for their AI data centers.
NVIDIA revealed that Meta will integrate Spectrum Ethernet switches into its networking infrastructure for the Facebook Open Switching System (FBOSS), while Oracle plans to build giga-scale AI supercomputers with Spectrum-X Ethernet switches.
The announcement appears to have triggered concerns about potential competition for Arista Networks, which is a major provider of cloud networking solutions and data center switches. Investors may be viewing NVIDIA’s expanding footprint in the networking space as a competitive threat to Arista’s market position."
Read Answer Asked by Dennis on October 17, 2025
Q: I can find no references in Questions to this company but I am sure it once downplayed as too small and speculative. Since then the company has received a NASDQ listing and gone from $3 to a recent high of $20.75. Do you have any comments on this company.
Read Answer Asked by Doug on October 16, 2025
Q: Lurker. First post. I have held TOI for some years since you initially recommended it. It is my whole TFSA holding. What are the "events" mentioned in other comments? If I have a 10-15 year horizon, has your outlook on TOI changed at all? Thx
Read Answer Asked by Donald J on October 16, 2025
Q: Good morning Peter and Team,

Even with its recent decline, but as long-term holders, CSU is our top allocation with 11.53%. I also note that National Bank has revised its rating to “Sector Perform” from “Sector Outperform”.

If this was YOUR account, would you trim CSU? (Portfolio Analytics suggests that our Technology allocation should be 15%, but it’s presently at 18.08%).

Thanks as always for your assistance.
Read Answer Asked by Jerry on October 15, 2025
Q: I noticed that in a recent question about the five best large cap stocks, CSU is in the lineup. Does that mean that all of your concerns about this company have been eased? Also, as I am growing more conservative in my tfsa I am wondering whether you would see all or some of these companies, despite being large cap, therefore less growth, as good candidates for a tfsa?
Thanks for the great service
Read Answer Asked by joseph on October 10, 2025
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