Investment Q&A

Q: Applovin just got admitted to the s&p500. I’m assuming this must be very good for the shares over the next year as all of the index trackers have to start buying it. Will it also remove some of the volatility in the share price? What other effects do you see from this index inclusion.

Q: What do you think of Bausch Health(formerly Valient). Can you please comment on insider buying and ownership. Their battle with debt, how's that coming along? Their relationship with Blackstone and Carl Icahn and is any of this or other metrics or news lead you to an opinion of buy, sell or hold?

Q: Good AM. Would you please rank your preference (most to least) for long-term (5-10 yrs) capital appreciation of the 3 stocks indicated?

Q: CIRCLE Group CRCL has declined significantly from its highs. Do you think it's a buying opportunity at current prices? Would you consider it a viable long-term investment? I'd appreciate your analysis. Thank you.

Q: Lots of praise for AXON in the Q&A section lately, although the stock has actually dropped about $150 since the initial pop from earnings. Does the recent fall represent a good opportunity to step in?

Q: Has the decline on USA travel from Canada and other countries, effected the revenue or profit stream of the big Las Vegas companies?..which if any would you prefer?

Q: I love value, but if UPS were to be a value trap, how would stock price typically play out over time ?

Is UPS's dividend at risk?

How does UPS compare to others in the sector?

Is there a bull case for this stock, or do the risks weigh it down?

Q: CoreWeave has dropped to $88. At what price do you think it starts to look compelling? Would love to hear your thoughts—thanks!

Q: Considering Figma's current price of $55, I'd like to know if it's still pricey and if the stock has quality attributes. What's a reasonable price range for a buy?

Q: Hello Folks:
We currently own Microsoft, Navidia and Amazon in the tech. sector. You have confidence in both Google and Navidia.
Would you think it prudent to switch Amazon for Google AND/ OR CSU.
What are your thoughts of holding Google, Navidia and CSU as my three primary tech. investments, or do you have other suggestions.
Thank you for your clear analysis of the markets.
brian

Q: Which one would you pick today to initiate a position? Was originally seeking additional US exposure. Adding ATD is a canadian stock, but really a global stock. How do you account for this typically?

Q: I bought NEE in a tax-deferred account because of fast-growing power demands by AI and other technologies (also because you liked it so much). It has been a frustrating business to hold, especially compared to other utilities like DUK and AEP. Did NEE become a victim of the current US admin’s pig-headedness about renewables ? NEE shares worth holding ? Analysts seem torn : several rate it a strong buy but almost as many rate it as hold/sell. Questions posed to different AI engines give responses that are just as conflicted.

What do you think of NEE’s business model and the prospects for share appreciation over the next 3 years vs. its peers? If possible, some in-depth comment would help . Please act as critical umpires who are now fed up (pretend if you must). If you have better ideas (preferably US , UK or Europe) I would welcome your suggestions.

Q: Sharing this for other investors in AXON, the question on Sep 3 RE: AXON's performance. For me personally, in addition to the points made by 5i I think AXON has a big moat and is quite sticky if you understand policing budgets. Their suite of products really helps police be more efficient and less lethal.

For anyone interested there was an excellent interview with AXON's founder and CEO on Bloomberg Business Daily here: (start at 3:30)

https://podcasts.apple.com/ca/podcast/bloomberg-businessweek/id393107187?i=1000721242388

Q: Given Apple stocks recent upward momentum, and friendly chatter about Google in the US courts, where do you think Apple stock might get to for the end of the year?

Q: Hi, could you please report and comment on LULU earnings, forcasts and post market reaction ? thank you.

Q: Thoughts on Lululemon Q results...and would you average down at $175sh... believe a 5 year low...thx, jb

Q: Hi, similar question for both of these stocks. I have a smaller position in both, I'm under about 20% and losing patience with both of them, although on paper they seem to be doing well! What might your views be on selling them at a loss and putting them into something with more growth, like NBIS (or do you have other suggestions if I were to reinvest)? I'm a non-resident, so cannot use the losses for tax purposes. Thank you.

Q: Can I get your opinion on BTSG please? is the earnings projected to go up? Is it a good buy?

Q: Can you share where CVLT stacks up with some of the growth names more widely discussed here? Where would it rank as an investment compared to NBIS, PNG, ZDC, AXON, CLBT and CLS? Perhaps rank from highest to lowest conviction if not too much trouble. Is it a good entry point today or would you wait to see something specific before initiating a position?

Q: Hello 5i,

I'm considering an option's strategy that would allow me to capture the upside to stock ideas (e.g., smaller cap companies) in cases where I would prefer to not purchase the stock, as I already have quite a few stocks especially in the technology sector. For example, I was thinking of buying a few call options for CLBT at a strike price of $20, expiring Jan. 16, 2026 for around $0.65. I would sell to close the options a bit ahead of the expiry date if the stock price is above $20. I have previously sold puts for things like AXON and CLS but then the stock price took off and I was left with a reasonable premium but nothing compared to the price appreciation. I would appreciate any thoughts you have about this idea. Also wondering what your top 5 ideas might be for the US market with a strike price/timeframe for the option.

Thanks so much,
Lisa