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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: What is your current opinion on TXN? Seems to be struggling.
Read Answer Asked by David on April 15, 2025
Q: TOI has outpaced the market by a wide margin this year.

I currently have less than a 2% holding accross all of my ports.

1) Why is performing so well, just so i fully understand.

2) Given its rise would you buy more at this point or, given the market, would you put a 'stink' bid in for it and let it sit?

Thanks


Sheldon
Read Answer Asked by Sheldon on April 15, 2025
Q: Is FOUR debt level manageable to weather the storm? How would you rank with VRT, AXON and FIX
Read Answer Asked by Cheryl on April 15, 2025
Q: Hi,
I own very small position in CTS. There was a meeting on last Friday to vote on an offer for selling the company at C$5.50. The price at present is C$5.98. I will book 55% loss if I sell at this price of C$5.98. As a fresh eye what is your thought on
1) Sell the shares and invest it in CSU or Lumine to take advantage of this price weakness (I hold GIB and DGS) or
2) Waite until it is taken out by some one if this offer is raised or some one makes counter offer?

I am unable to make quick move to take advantage of this weakness of market.
Thanks
Piyush
Read Answer Asked by Piyush on April 14, 2025
Q: Hi 5i,

In which risk level would you place each of them?

CSU, LMN, TOI

High
Medium
Low

Read Answer Asked by Charles on April 14, 2025
Q: This company seems exempt from much tariff impact according to their recent press release and since they're continuing to expand their manufacturing capabilities and growing into new US markets - how do you view this company going forward?

It seems expensive on a PE basis but wondering your thoughts.

Also - do you know when this company reports and the outlook for earnings?
Read Answer Asked by Michael on April 10, 2025
Q: Hi 5i Team - Could you name a few companies that service AI data centres in a structural way such as construction, maintenance/repairs, cooling, etc. Also a few companies that provide the power needed to run these centres. These would be stocks that have good growth ahead of them. Any market cap is fine but at least one small cap and a couple of mid caps. Also a combination of U.S. and Canadian companies.
Thanks.
Read Answer Asked by Rob on April 10, 2025
Q: In your Q & A section, Feb. 12, was the last time you commented on their quarterly report. What is your is your outlook for the remainder of the year. On a scale of one to ten, with ten being high, how would you rate it. I also, noticed where you recommended this company in place of AVGO.
Thank you very much for your excellent service.
Earl
Read Answer Asked by Earl on April 09, 2025
Q: One would think that CLS, HPS.A and VRT would be screaming buys if Trump said "just kidding" and ended his tariff war tomorrow. But I wonder if this is true. What are the chances that AI/data centre stocks were in a bubble and all it needed to burst was a new low energy search engine like DeepSeek? Is it possible that the wider market chaos is just masking an inevitable re-pricing of AI and data centre stocks? If so, the current lower price for these stocks may not be the screaming buy they might appear to be.
Read Answer Asked by Ken on April 07, 2025
Q: I am, as you put it, sharpening my pencil. Can you comment a bit on the above three companies. How much overlap is there? Which is the one you would rank the lowest of the three? Leaving aside stable mega caps, for the agressive side of my tech holding, are there any others that you would rank in the top 5 to start looking at that are better or roughly in the same class as these? Thank-you.
Read Answer Asked by Alex on April 07, 2025
Q: GRNY ETF by Tom Lee. Can you give us your thoughts? Underperformance this week. He is the eternally optimist but seems to have a decent understanding of what is impacting the markets. Let me know you thoughts.
Read Answer Asked by Don on April 07, 2025
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