Investment Q&A

Q: Hi 5i,
It looks like Prysmian (from Italy) has made an offer to acquire Encore Wire @ $290.00/share. Encore has 35 days to shop around for other proposals. It also looks like there may be a lawsuit against the Board for failing to conduct a fair process.

What would be your recommendation at this point in the process? Sell or hold?

I was really hoping that this would be a long term hold.

If one were to sell what would be another similar company that you would recommend for a long term hold? Something in the "electrification" and renewables would be preferred.

I already own HPS, PWR, NXT which I suppose I could add to but I may have to trim HPS due to its run up.

How do you feel about MYR Group or Sterling Infrastructure?

Thanks!

Q: I would like to put some money to use. I have put the above list together. Can you rank which ones you would purchase from 1st to last?

Thanks

Q: Can you give me your appreciation of this entreprise on the horizon of 2-3 years in term of growth potential ? What about competition and what kind of impact can be expected from ai phenomenon ?

Thank you very much in advance

Q: In watching BNN the other night, in talking about Constellation Software, Brian Madden mentioned that his fund has recently bought into what they view as a US based equivalent company. Unfortunately, much to my disappointment, he didn't mention who the company was. This did get me to wondering what (if any), US based companies you would recommend that are Constellation Software like and would he have perhaps have been referring to LMN?
Thank you again for the fabulous service!
Mike

Q: Hello, I am interested in the cybersecurity space and I am interested to have your opinion of PANW for a 5-10-year hold. I look at PANW because I only want to buy CDRs. Thanks.

Q: What companies in the USA for materials - Is lumber the next thing to run as we are short of housing in USA and CDN

Q: Adobe got hit pretty hard after its quarterly report last month and the share price seems to be continuing on its downward trend since then. Has there been any new news to change your generally positive opinion of this company?

Q: Can you tell me your appreciation of this company and his growth possibility in a range of 2-3 years. Is it a good prospect in a growth portfolio an what could be the ai impact on his future?
Thank you for the superb work you're doing.
Gab.

Q: I take it that NXT only went public about a year ago? Can you discuss a little bit the pros and cons of investing in a newly traded public company? If I am reading things right it looks like lots of insider selling recently, is that to be expected and not a negative? I assume the purpose of going public was to raise capital for growing the enterprise, how soon would you expect a company such as NXT to go back to the market and issue more shares?

Q: I was surprised you suggested a maximum SPY weighting of 10% in response to Jim’s question on April 10.

Warren buffet recommends the SP 500 index as a one stop shop for instant diversification and long term inversting, notwithstanding its geographical concentration risk.

Can you please expand on the suggested 10% maximum weighting?

Thank you

Q: You recently suggested Duolingo as a good 5 year hold and I am wondering what would be the case for buying the stock/ Also, what would the negatives be, or things to watch for.
As always, your thoughts are appreciated.
Mike

Q: Hi 5i
Current shareholder 2% position...Rather shocked by the 50% sp drop when i checked Friday Apr 12. As far as I can tell there is a short report released by fuzzy panda ..... Is there any validity to the fraud claims being made and how should one react to this news.... The share price drop seems rather extreme, however at this point what line of action should one take.....sell, hold, buy.
Generally i would expect a "wait and see what happens in the short term" as a reasonable action..... however i would appreciate your opinion on the situation. How do you see this playing out and what would 5I do.

Thx

Q: What are your thoughts on Salesforce interest in acquiring Informatica. Do you consider Salesforce a buy?

Q: What do you think the catalyst is that is behind the momentum over the past 6 months?

Q: Good morning,

Can you shed some light on Zoetis' decline this am?

Thank you.

Q: Hello,

Can I please get your view on Murphy Oil (MUR). Could this be the US version of Alimentation Couche-Tard (TSX:ATD) into the future?

Thanks

Dave

Q: Would you recommend buying PATH ( USD 21.40), DOCU (USD 59.25) and SHOP (CAD 98.46) , CRWD (USD 312)and PANW( USD 281) at current valuations?

Q: Please let me know your views on SIGA Technologies, many thanks.

Q: Hello,

Can you please provide your current views on these two companies?
For a 3 to 5 years window, are they buy, hold or sell?

Thank you,

Q: I already own MSFT, AMZN, VRT, and NVDA. I'm considering either adding to these positions OR buying AVGO or AMD? What do you suggest?