Investment Q&A

Q: I sold my full positions in APPL and NEE plus sold half my position in VERT this morning. I would like 2 good dividend payers with a growth metric, and 2 small/ mid caps for a 2-3 year hold.
Other positions currently held are: MSFT, SYK, AMZN, ISRG, GOOG, ABBV, JPM, PRU, AGX, CRS.
Thanks for all the above over the years. David

Q: Hello 5iR,
Path has been recommended on BNN. Would it be a good time to buy some?
Your opinion of this company is appreciated. Thank you. Cheers.

Q: What do you think of QXO? As far as I understand it is a very brilliant founder who has grown similar businesses, put in hundreds of millions of his own capital, has a lot of the same team in place, and is looking to grow and build in a fragmented industry.

What do you think/what can you tell me about the outlook of the company/valuation, growth prospects, etc? I see it has almost 1/5th of its market cap in cash.

I'm a bit weary of these types of situations after GUD, but also that could just be a shortsighted behavioral bias.

Q: Can you comment on the outlook for this name?

Q: Hi Folks,
I would like to add to my holdings in GOOGL or ISRG. May I have your opinion as to which one would be best to add to at this time and why. This would be in my non registered account.
Thanks

Q: Would you sell the above stocks in light of Trump winning the election? Any others often cited positively that should be included?

Q: Thank you for your answer to my last question about NXT a little while ago, that turned out to be a good call. Following earnings the other day, the share price has popped up a bit and then again today. I am still down 20% in a taxable account and am considering selling for the tax loss. I know you do not talk about technical analysis in the Q & A but for the next short while do you see where the share price might go?

Many thanks for your excellent service.

Q: Wow, big jump in stock price. Any new thoughts on adding to a small position?

Q: Hello

What is your view on starting a new position for long term, in Constellation Energy, after Monday's 12.5% decline ?

The quarterly results and the guidance, as reported today morning, seem to be impressive, handily beating street estimates. What are your thoughts ?

Apparently most nuclear energy stocks were down today, in response to FERC decision to reject a proposal from the grid operator to ramp up the amount of power supplied to Amazon's data centre by Talen Energy. The FERC said in its filing Friday that it rejected the Amazon nuclear power agreement due in part to concerns that it could threaten the reliability of the power grid and raise energy costs for the public.

How could this impact CSG's 20 years power deal with Microsoft, which still needs approval from the NRC ?

Thank You

Q: BRK now 1/3 cash; thoughts on this and the 1/4 ? Thank you.

Q: Could you please provide commentary on SPXC recent quarterly report? Does the future still look good for SPXC? Does SPXC remain a high conviction stock for 5i? Thank-you

Q: 1. Please Rate As a "Buy Today" that you would hold for 5 years or more...
- GOOG, MSFT, AMZN, META, APPL
- 1-11, 10 being Good, 11- Must Buy/Own and Hold...

2. Which on the List is Cheap or Over Valued at this Stage...

Thanks,
M

Q: Can I get an updated view of FLUT? I am admittedly not a fan of sports betting ads all over TV, but can’t seem to shake they are likely making a lot of money.

Q: I own small positions in both companies: ARM and NVDA, and I am in the green on both...

- I like them both...

- Please add 2 cent comments on both...

- Would you Add to Both or Just One at this point...Or??

Thanks,
M

Q: Hi,
I recently heard a suggestion to broaden out of the S&P 500 given its large run up. the presenter suggested value small caps. I hadn't heard of them before. what are they?
what do you think of this presenter's suggestion?
how do they differ from the Russell 2000?
if there an ETF based in CAD?
how have them done in comparison to IWO or IWM?
thanks
Mary

Q: does the future look positive for this company ?

Q: Has Microsoft become a company that is Too Big To Fail?
- They have so many tentacles that seem attractive going forward...

- I own a small position, but want to Add more...

What do you see as Potential problems going forward, If Any...Other than normal market blips...

Thanks,
M

Q: Good day,

Based on my last question, Your order was

____________________
We would rank, today: GOOG, ISRG, SHOP, AEM, CROX, ATD, WPM, LUG, ATS, NTR, TMDX, CELH, BCE, GAU
____________________

These were my proposed and current holdings. My investment account is not unlimited, and many of my "concerning holdings" are in the bottom half of the list, and although they are currently 5i holds, would 5i get out of them to initiate positions in more lucrative opportunities?

IE, would 5i move CELH, TMDX, ATS, and CROX to the "sell" column if it meant being able to initiate positions in GOOG, ISRG, SHOP, and AEM?


Thanks for everything!

Q: The CEO of MSTR has a firm upside conviction on the price of Bitcoin going forward into the future... - Scary almost...

- What are your thoughts on the company, With or Without the Bitcoin Component ?

2. - If Bitcoin Dips 50 %, What happens to MSTR ? In Your Opinion...

Thanks,
M

Q: Both the Ceo and Cathie Wood's Ark have recently sold shares just prior to Q results on Nov 4 though each still hold lots of shares. Please inform the no. of shares each are holding after sale.Reportedly it has recently signed many contracts,both commercial and governmental,and Dan Ives has a $45 TP and called it the Messi of Ai YTD,it has increased some 154% and many analysts consider it very expensive.It is volatile especially after Q results.I have some 100% profit.and thinking of taking profit especially before Q results.Please provide u opinion.Txs for u usual great services & views