Investment Q&A

Q: Sorry for the long list, but that's my IT holdings and I need help to get to a more disciplined IT portfolio. About equal weight, except for SHOP which was owned and is currently on watchlist. Question 1- please advise a limited high conviction IT - does 5 sound about right? It would really help me if you could explain why these are chosen as I want to understand my investments. Question 2 - which ones to sell outright so that can redeploy funds? Any to hold for potential high growth potential?

Q: In the case of a recession confirmed during the next 12-18 month how do you anticipate the impact on the ai sector and specifically on these stocks?

Thank you very much in advance

Q: With the CDR what is the breakdown of share portion you own if buying this? Example 1CDR = .05 of an actual share of Palantir. In light of the current market and potential future of Ai what is your feeling on PLTR besides having an extreme valuation.

Thanks

Q: Couple of questions on LSPD

1) What portfolio was it in and when was it removed?

2) With the recent announcement of a weakening outlet today on Bloomberg, at this point is it too late to unload, or would you take your losses and run for the hills?

3) If yes, where would you put the funds?

Thanks

Sheldon

Q: Hi,

I'm down over 40% on AVAV. I'm wondering if I should move on. Where do you see it going from here? Is it a sell?
Thanks

Q: The CEO of Telesat was interviewed on CBC radio this morning, and he discussed the Lightspeed project in detail. Previously to him, a consultant in the rural Kawartha Lakes area of Ontario described his move away from Starlink.His aversion to Elon Musk propelled him to cancel Starlink even though his replacement through Rogers isn't as good as Starlink was. I suspect this consultant isn't the only one who is disgusted with Musk, (The Ontario government's response is an excellent example.)

Now for my question: Given the toxic nature of Musk, and the need for a truly Canadian option to Starlink, would now be a good time to start to accumulate shares in TSAT? In our case, this would increase our exposure in the Telecom sector, and get in on the ground floor of what sounds like an exciting project.

Thanks as always for your insight.

Q: I realize that you are not much of a fan of DCBO these days given your preference for DTOL and that you removed it from your growth profile. But I'm wondering if this company might be looked at as a potential takeover candidate. Three points to consider:

1. There have been recent articles indicating that the next 18 months could see a real pickup in M&A activity within the Canadian software sector;

2. Following recent earnings, analysts revised their targets for DCBO downwards. Notwithstanding this, the average target is still $72.17, almost 70% higher than our current share price; and

3. Most significantly, two weeks ago, Warburg Pincus LLC anted up over $5.4M to purchase 118K shares (@$45.49) and they now own 12% of the company.

As always, would appreciate your viewpoint.

Q: To follow up on my previous question regarding holdings best suited for TFSAs, I had forgotten CSU from the holdings list. Would you consider a good holding for a TFSA ? Thanks in advance.

Q: Hello,

Why the significant drop today? At what price would you recommend buying?

Thanks.

Q: These really fell out of favour fast. Would you hold? I am inclined to hold and hope for better days unless it would be better to cut losses and get into something that is also down but might have more promise on the upside? Maybe I’m being too emotional and impatient - I am okay to wait it out unless there is some reason to walk.

Thanks,

Jason

Q: We have about a 3.5% position in LMN and are modestly ahead. Our concern is the number of LMN outstanding shares at 257mm. This compares with TOI at 83mm and CSU at 21mm. It appears that CSU is very conservative on number of outstanding shares as compared to their influence on on TOI and LMN. Greatly appreciate if you could comment/explain this.
Much thanks to the 5i team.
Pat & Cyril

Q: Hi 5i, would appreciate your thoughts on GOOG taking, out, WIZ?

Thx

Q: hi,
just curious as to the sell full DCBO in growth portfolio? March 17 answer to "Andrew" in question section you had it ranked very highly in the list of growth stocks for long term hold?
cheers, Chris

Q: In what order would you purchase these stocks. What is a good entry price. In this volatile time would you purchase now or hold off
Thank you again for your good service and await your answer.

Earl

Q: These two seem to be in the same "space". I'm not sure if they are competitors. I'm also trying to better understand this crypto market. Both appear to have potential and I understand that they are risky and I assume they both will move with the price of bitcoin.
I would like to have a small position. Do you recomend one over the other or a small position in each. Thanks John

Q: For those that have a smaller portfolio and where that translates to even 1 share of CSU making up a huge percentage of the portfolio, what CDN tech stock(s) would you recommend in its place? TOI? GIB? Other?

Q: I am aware that this stock is leveraged against the Amazon Stock on the Nasdaq but what is the exact ratio - is it like 1/20 of an actual Amazon stock?

Q: Of these four companies, which one has the strongest overall position in the AI space? Why?

Please rank these four companies in general based based on a three year outlook. Why?

GOOGL: Why does GOOGL carry such low debt relative to its equity?

Q: TYD has dropped 54% ytd. Obvious negative momentum. Do you rate as buy hold or sell at this time?
In normal times I would expect you to say wait and see but we aren’t in normal time- what do you see going forward for those holding already? Is it worth waiting.

Q: How do you see the tariffs affecting SHOP? It is a volatile stock but volatility has been rather extreme since the talk, and introduction of tariffs. How do you see all of this playing out? How specifically will they be impacted? Are there any silver linings here?