Investment Q&A

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.

Q: Are these stocks all buyable at these levels? In which order would you initiate positions?

Q: What are your current thoughts on DEFI?

Thanks!

Q: - I sense something happening these days with the whole space in tech, with AI, Information, etc on how its controlled, used, etc...

- Companies like Google and Microsoft have been targeted with lawsuits from many countries, based on Size , Monopoly and Other concerns...
- Companies like NVDA, ARM,AAPL and META are also included in my question...

- The Trump Factor is also a concern...

1. How do you see this playing out for these tech companies playing out ? Short/Long Term

2. Which are the best in class to weather the storm ?

3. Who is the Most Vulnerable To successful lawsuits against or breakup?

4. Best Pick/Picks To Buy and Hold Going Forward??

Thanks,
M

Q: Good Day Team,

I am down 50% on LSPD at an average cost of 51CAD/share.

I figure if LSPD is sold today even at $30CAD/share, I would lose about 40% of the original investment which is about 2.25% of the total portfolio.

I can average down with enough funds to break even if the company is sold at $30 CAD. My hesitation is what if the company is NOT sold. I am sure the price will halve from where it is now. I am pretty sure you would hold and would suggest not to throw good money after bad.

Yet, I would like to ask for a high risk investor, would this be too risky a move?

Thanks as always!

Q: If no one has already asked, please comment on CrowdStrike. Thank you.

Q: Has anything changed at KEYS? The share price has been pretty strong since July. Does their manufacturing occur mostly inside the US. I feel the USD is going higher courtesy of Trumponomics which will make it harder to export US made goods. Any thoughts you have would be appreciated.
Jim