Investment Q&A

Q: Can i please get your comments on AeroVironment's latest results please? Market does not seem impressed after hours.
Thanks

Q: May we have your analysis of SNPS Q4 and forward performance for 2025.

And why did the stock dipped after hours on Wednesday?

Thank you to Peter and his team

Q: I've held TTD for many years now (since about $17 thanks to 5i) and it's starting to seem expensive at current prices (especially given the roku talk). Would it be best to diversify some towards others in the ad sector like APP or MGNI (or any other suggestions)?

You've spoken favourably of APP recently, do you like it better than TTD at current prices? My holding period is as long as possible if that helps.

Q: Your thoughts please on AES

Q: Good morning, In the communications sector my only current holding is GOOG, which is a half position. I previously held BCE and T but sold them in recent months. Would you be comfortable topping up GOOG to a full (5%) position for growth over the next 3-5 years? Are there other companies in the communications sector you would recommend, US or Canada? Thanks!

Q: I have a very small position in Astera Lab. If it was you, would you be inclined to hold or sell half?

Q: Noticed this company has come up a few times in the Q&A the past several days. How much of this is a speculative buy vs. an investment? The only thing I can seem to gather here is that there is positive momentum, it was endorsed by Citron, members of 5i seem to own it, but it is still losing money.

Are there similarities to the dot com boom here? What makes this company buyable?

Q: Hello 5i
Please rank these companies for 2-3 year growth and in which order you would buy them if you had a fairly high risk tolerance.
Thank you
Dave

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: I had FOUR on my watch list, and was waiting for a pullback to $105. In the meantime I bought NBIS and caught some of the upward slide. Now with the uncertainty with FOUR, would you just hold NBIS, or also take a position in FOUR? Which do you consider the better quality company.

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: Hello 5i
Could I have your assessment of DAVE inc please?
Thank you
Dave

Q: Does BLK have a good entry point today ?

Q: Good day 5i !

With PRMW now gulped by a USA water company, what Canadian water oriented companies remain for investing? Please also comment on their prospects and timings for investment. Thank you.

Q: I am losing patience with ULTA and am thinking of using this recent bump to top up my AXON and ISRG. I have a half position in both these later two stocks. Do you have any thoughts?

Q: Morning, what are your latest thoughts on AFRM, the recent quarter and potential going forward? Management is strong, profitability is around the corner, recession fears are abating... Is the debt an issue? Would you be bullish on the company now?

thx, M

Q: Could I get your thoughts I get your thoughts on Intuitive Machines (LUNR) as a speculative investment?

Thanks you for the great service

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: 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.