Investment Q&A

Q: NBIS has approximately 200M shares outstanding and about 61M of these shares have traded hands over the past 3 days ie 30% of the float. Given your experience, does this type of activity set up well for a stock moving forward?

Q: Hi 5i,

I am new to investing and I know CSU is a favorite 5i pick. With the share price so high, do you think it would ever split? Or are fractional shares the best way for a smaller investor to invest?

Thanks

Q: I have full positions in all of these. All in the positive, no tax implications with selling. Do you see any unnecessary overlap here? If so, what would you sell and what would you keep? CRWD up 18%, DDOG up 47%, TTD up 355%.

Q: I've been waiting for an entry point and noticed FOUR was down over 6% today. Any particular news, and would you consider this a decent time to buy?

Q: Could you comment on Q3 release. Anything stand out here to explain the higher stock price?

Q: I have a few questions about the recent special committee report which found no “substantial concerns about the integrity of Super Micro’s senior management or audit committee”,

1) To what extent was the recent report actually “independent” and to what extent can it be relied upon by us as investors? I think the committee was appointed by the board so can the report be trusted? I

2). Can we assume that there’s no fraud? What do you make of the comment that there was no “substantial” concerns about management or the audit committee? It seems that there were issues but those were not “substantial” whatever that means.

Do we have to worry about fraud here or do we simply worry about whether there may a guidance issue? Thank you,

Jason

Q: I am considering selling CSU and dividing the proceeds 75% to LMN and 25% TOI as I already have a partial position in TOI. Your opinion please.
With appreciation,
Ed

Q: Hello 5i,
Is Pure Storage a buy after the gap up today? How significant is the company’s Cloud Hyperscale Design Win. Would you add to 1/2 position here?
Thank you.

Q: Hi,
PLTR has had an incredible run but I believe the fundamentals are disconnected from the stock price. Trading at fwd P/E 150x and P/S 46x!! I believe this not sustainable with the estimated growth. What would PLTR have to grow rev and eps by for the next 5-10 years to get to this valuation? I'm looking to short PLTR and I know the risks of shorting stocks but I believe the risk/reward is good here and the stock will pullback. I am long the tech sector so this is somewhat of a hedge. Your thoughts?

Q: Please provide your analysis of Nebius (NBIS). I noticed you did not endorse the company on the question posed on Oct 29?
Has your opinion changed since?
Thanks
Ben

Q: Continues to move north. Anything on your radar to account for this?

Thx

Q: Which one do you prefer and which one has the better long term return?

Q: I read on Yahoo Finance that POET has voluntarily delisted from the TSX:V. I see I can get a quote on NASDAQ and the Canadian exchange, but the volume on the latter is limited. I prefer to buy it on a Canadian exchange with C$, but am I better off buying on the US exchange given the higher volume?

Q: Hi 5i
Lspd announced layoffs this morning. Says this wont affect or impact the strategic review. Share price down 5%.... Is this action a negative for the company....if so why...
Would 5i continue to hold after this announcement...

thx

Q: Hi,
Is SMCI a buy today? How would you approach the outcome of an independent review? Does it mean the financial reports and projected growth are intact?
Regards.

Q: ILLM What are your thoughts on the recent results? Also with the potential break up of some of google's dominance do you think a company like them will benefit?

Q: I am thinking of selling half the position before earnings or would you recommend holding through tax loss selling. Do you have a replacement suggestion for a long term income account. Keith

Q: which one would you side with? With the space theme growing in interest would like exposure to the sector to catch any tailwinds over the next 5+ years. If there are other names worth exploring please do advise

Q: What do you view as the likelihood of AXON acquiring CLBT? They have a partnership in place and with CLBT looking for a new CEO, AXON might see an opportunity.

Q: I’m hopeful that 5i can help with sector rebalancing in our combined accounts. Portfolio Analytics currently indicates that Technology is now 20.85% of our portfolio, but recommends a target of 16%.

Of course, this is due to 5i’s recommendation of CSU, which in turn led to positions in LMN and TOI. We’re certainly grateful for this!

In addition to the three stocks cited above, we also have positions in these ETFs, followed by the percentage weighting in the Technology sector:
XCS - 4.68%
VEF - 10.37%
VFV - 33.77%

Is this overweight position in Technology something we should be concerned about? If this was your portfolio, what would you do? We are seniors (76 and 81), and both of us have defined benefit pension plans.

Thanks as always for your insight.