Investment Q&A

Q: Hi. After listening to a 5i podcast about 4 years ago - in May 2021? - I purchased Ultra Clean Holdings. Since then, I’ve pretty much been underwater with that holding by 30% or more (34+ % today). The stock did bounce, I think once, but it was short-lived and I’m still holding. What is in the cards for UCTT if you don’t mind answering a question on an American company. Thank you.

Q: Recently KSS has loosing its value significantly with mostly SALE recommendation. Do you have any opinion on this company? There dividend is way high to maintain it.

Q: These companies caught my eye recently due to their broad exposure to infrastructure, energy and engineering. The 1 yr chart for MTZ is pretty good as well. However, some of MTZ's fundamentals I look for seem inconsistent (equity, EPS, free cash flow and operating income). I'm not sure what to make of this one, and see others (eg:PWR, J) in the energy infrastructure/engineering as also looking promising.

I'm not beholden to either of these (and please propose others), but now that I know such companies exist, can you recommend a few options for a "catch all" for exposure to electrical demands (AI, data centers) and upgrades (utility), other energy infrastructure (solar, hyrdo, transmission etc) and even communications (cell towers, etc). Perhaps a wide range here, but curious what comes back from 5i!

I'm particularly interested in your comments on management effectiveness

Q: I need to consolidate some of the riskier stocks in my portfolio. Of the following on my chopping block, could you rate which would be keepers for the long term (with a hands-on approach) - best to worst - KSI, GLXY, AVGO, AXON, IESC, ROAD, COIN, APP, CRWD? Also, I hold both GSY and PRL. Is it reasonable to let one go in a consolidation? If so, which one - thanks!

Q: Hi there,

I’ve done ok with these stocks but I want to raise some cash for diversification - in what order would you reduce/sell?

Ok thanks!

Q: HOOD I have noticed ads targeting the wealthy investor in addition to their meme/crypto traders. This seems to be a new company that is firing on all cylinders- time to add
to the recommended list?

Q: I have read the question history on Quantum related companies and have noted that these 4 seem to be most well known.

Are there any publicly traded, earlier stage (not yet pumped) companies that are worth monitoring for future potential? Not companies you buy today but companies with interesting concepts/potential in this field that could be "next".

Q: Happy New Year 5i team,

I have been holding this name TEAM for several years. It has been underwater for a long period of time until 3 months ago (November of 2024). What is your outlook for this name? If replace it with a better Growth one, what would be your recommendation? Thanks.

Q: Hi there,
Thanks for your past assistance.
I've done well with PRL and I'm wondering if Upstart has the same kind of trajectory.
Do you like this stock short and long term?
If not, can you please recommend an alternative?
Thanks!

Q: What are your thoughts on Maplebear (Instacart)?
Would you prefer DoorDash?
Or is Uber a better investment?

Q: My thoughts and prays are with the people of Los Angles. They are going to have to re build. Is there any forestry companies that could see a increase in sales. I presume it would be west coast forestry companies. US or Canadian compaines.

Q: I own APO, BX and KKR in TFSA & Cash accounts = Mistake??? Should be in RIF??? Thinking of selling all and buying BIZD in my RIF. Does this make sense? Thanks!

Q: Can you please provide your analysis on the above two companies and whether they are investable.

Q: Could you provide me with a few a few names that you feel will benefit from the build up of Data Centers to support AI and would Comfort Systems be on that list? Thank you.

Q: I am up ~800% on NVDA and plan is to hold for 10+ years. Curious to get your thoughts on this strategy vs splitting the position with AMD. Plan will always be a 10+ year hold.

Q: Good day, Adobe has taken a big hit in the couple of months. Revenue forecast for 2025 is below analysts' consensus. Is this a good technology stock to still hold or can one move to something better. Thanks

Q: Happy New year 5i!

It's been an interesting start to the year, and I've been watching/reading things that seem to be leaning towards or preparing for a 'fearful' period. Thoughts on this? With deployable cash, would you be getting it in the market quickly, or not be in any rush?

That being said, AXON and CSU have all seemed to back up more significantly than they ever have, and CRWD as well with the exception of the update failure event. IESC, PSN, and MU as well trending lower.

I hold none of these and have some USD free for 2 half, or 1 full position. Would paying the FX to get CSU on sale be your top pick? of the ones mentioned, would you rank them in terms of expected growth over the next 1 - 5 years? please add a 3 or 4 more options in there as well if you have other top picks. Small caps are good too.

I currently hold GOOG NVDA AMZN MSFT POWL ISRG CLBT VRT on the US side.

I don't mind managing holdings in a shorter period of time if needed, but aim to find those long term compounders and let them continue to win.

Thanks for everything!

Q: I am curious what you think about Centrus (LEU) I believe the only US company capable of enriching uranium while supply from Russia is suspended. The company's history appears dubious.

Peter

Q: Your thoughts on big drop today? Buying opportunity?

Q: Hello 5i,


What would be your top 3 US Finance picks (best being 1st) in light of Trump's incoming presidency with reasons on your proposed selections. Thanks as always!

j,