Q: The most recent quarter seems to be quite positive in terms of growth and profitability trajectory - how would you assess the quarter and does this confirm a rebound for the stock or reconfirm worries?
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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.
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NVIDIA Corporation (NVDA $181.08)
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Celestica Inc. (CLS $426.77)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $171.99)
Q: Please rank nvda,shop and cls for total return and risk over the next 18 months. Thank you
Q: I understand NVDA is putting 2Billion each into both COHR & LITE. I’m happy with COHR, up almost 400% now at a 5% weighting. Probably should start to look at selling some to keep the weighting down. Is LITE investable with its 220 P/E? One other question is NVDA getting shares for their 2 Billion?
Jim
Jim
Q: With all the beaten down stocks that are assumed to be "doomed" by AI (i.e. SHOP, TRI, etc.) what are your top 2-3 buying opportunities for an investor with a 5+ year investment horizon?
Q: Hi, trying to figure out this market with AI and all that factors into it is challenging (for me). I have DSG which have a big loss on in my TFSA.
Thinking of selling it and buying equal amounts of WSP, BN and SHOP, which I already own.
Question is wait it out with DSG it is a great company, or in your opinion the the other three will look better in 5 years. Thanks.
Thinking of selling it and buying equal amounts of WSP, BN and SHOP, which I already own.
Question is wait it out with DSG it is a great company, or in your opinion the the other three will look better in 5 years. Thanks.
Q: Does it look like they may have turned the corner.
Q: What is your opinion on this ETF for Data Centre Infrastructure companies ?
Are there any other better options ?
Thank You
Are there any other better options ?
Thank You
Q: Morning 5i Team,
Please comment on the volatility of VRT yesterday (it was slightly down when the closing bell rang). Also would it be a buy, hold or sell going forward?
Thanks again for the great work.
H
Please comment on the volatility of VRT yesterday (it was slightly down when the closing bell rang). Also would it be a buy, hold or sell going forward?
Thanks again for the great work.
H
Q: Greetings 5i, may we please have your updated opinion and analysis of Block, particularly in light of Q4 2025 results and the announcement on workforce reduction. If you held the stock would you add? Is it a buy? Thank you.
Q: Can you provide your comments on the growth profiles, historical and in the next few years, for both of them?
Which one of the two would you side with today, if growth and valuation both are equally important. Suggest if you have a new name instead.
Which one of the two would you side with today, if growth and valuation both are equally important. Suggest if you have a new name instead.
Q: Lumine has been a "disaster" for me. Worst performer in my portfolio, by far. Yet your conviction for the company remains strong. Can you please explain why you continue to feel bullish about the company & if you would hold or gradually buy more at the current price? Thank you.
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Alphabet Inc. (GOOG $314.32)
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NVIDIA Corporation (NVDA $181.08)
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Booking Holdings Inc. (BKNG $183.39)
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Constellation Software Inc. (CSU $2,415.17)
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Celestica Inc. (CLS $426.77)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $171.99)
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Spotify Technology S.A. (SPOT $494.56)
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Thomson Reuters Corp (TRI $88.21)
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CrowdStrike Holdings Inc. (CRWD $438.21)
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Vertiv Holdings LLC Class A (VRT $278.25)
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Topicus.com Inc. (TOI $95.03)
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Lumine Group Inc. (LMN $22.61)
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Nebius Group N.V. (NBIS $122.10)
Q: After recent news/earnings and along the thinking that AI will not completely replace SAAS but work along side it and even provide positive tailwinds, do you think its time to rotate a bit more from hardware to software or proceed with caution still? I hold CLS, NVDA, NBIS, VRT in hardware and CSU,LMN,TOI,SPOT, SHOP,CRWD,BKNG,TRI in software. Also own GOOG. I'm trying to find the right balance. If we look at SOXX/IGV, are we going to see mean reversion back to the mean?
Also what part of the market or credit cycle do you think we are in? Mid to late cycle? Should we be more defensive or still slowly adding to growth names? Thanks!
Also what part of the market or credit cycle do you think we are in? Mid to late cycle? Should we be more defensive or still slowly adding to growth names? Thanks!
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $171.99)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $65.63)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.71)
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BMO Covered Call Technology ETF (ZWT $57.52)
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Lumine Group Inc. (LMN $22.61)
Q: I own no Tech. What would be your 5 best company and/or ETF choices listed in Canada. Thanks, great service.
Q: Thoughts on recent earnings, name change and outlook?
Q: Could I please get your thoughts on Axon and TransMedic's latest quarterly results please? I thought both were excellent and Axon's share price responded accordingly. TransMedics not so much.
Thanks,
Neil
Thanks,
Neil
Q: Greetings 5i, your analysis and opinion on this company and its future prospects please. Is it worth holding? Thank you.
Q: Is this a good price range to pick up some Arista stock?
thnx
thnx
Q: Please comment on Topicus earnings.
Do you consider these results to help dissipate the AI related fears ?
Thanks
Do you consider these results to help dissipate the AI related fears ?
Thanks
Q: Has your position changed on Ultra Clean? In September you felt it did not need to be owned. It is now riding the semi-conductor high and I am curious if you feel differently now?
Q: Hi,
Seems Anthropic is causing quite a few disruptions lately and today their COBOL tool has hit IBM and others. Do you see any reason to wait it out and hold if this could be used as a tax loss in a cash account? I am also concerned about yet another fairly large drop in the price on WSP. Is there any further news regarding it today? Unfortunately I hold that in a RSP account, so am not sure whether to sell or hold, and would welcome your thoughts on this as well. Many thanks for your continued good advice - it is always appreciated!
D
Seems Anthropic is causing quite a few disruptions lately and today their COBOL tool has hit IBM and others. Do you see any reason to wait it out and hold if this could be used as a tax loss in a cash account? I am also concerned about yet another fairly large drop in the price on WSP. Is there any further news regarding it today? Unfortunately I hold that in a RSP account, so am not sure whether to sell or hold, and would welcome your thoughts on this as well. Many thanks for your continued good advice - it is always appreciated!
D