Investment Q&A

• Roper Technologies Inc. (ROP)
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• Constellation Software Inc. (CSU)
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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• TerraVest Industries Inc. (TVK)
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• Waste Connections Inc. (WCN)
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• Heico Corporation (HEI)
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Q: Apar from CSU and related companies, are there other vertical software comp[anies in large addressable markets in sectors such as healthcare, media and industrials that you find arttractive? At what prices would you recommend initiating a position and why do you find them attractive.
Thank you
Sam

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Read Answer Asked by sam on September 12, 2023

• Spotify Technology S.A. (SPOT)
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Q: What do you think of SPOT? I own some and thinking about selling due to their low margins, thoughts? I do love the product and is an extremely sticky product once people are a user.

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Read Answer Asked by Max on September 12, 2023

• RTX Corporation (RTX)
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Q: Hi 5i would the recent pull back be a good time to fill a 1/2 position in RTX. I was looking to hold this long term and was thinking RTX would be a bit more defensive during an economic weaker period.

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Read Answer Asked by Dean on September 12, 2023

• Alphabet Inc. (GOOG)
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• Alphabet Inc. (GOOGL)
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Q: Good morning, I hope you and the office are enjoying the last full week of summer. I would like your 30+ years of insight on this "largest monopoly trial in modern era" with the DOJ and Google. Is this something to be concerned about? Haven't we been here before ?

Thanks

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Read Answer Asked by Kolbi on September 12, 2023

• DraftKings (DEAC)
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• DraftKings Inc. (DKNG)
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Q: whats your take on Draftkings

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Read Answer Asked by lynn on September 11, 2023

• STARWOOD PROPERTY TRUST INC. Starwood Property Trust Inc. (STWD)
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Q: Would u recommend (,stwd)?

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Read Answer Asked by Barbars on September 11, 2023

• T-Mobile US Inc. (TMUS)
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Q: What is your opinion on T-Mobile as a growth stock over the next 3 to 5 years. Thanks.

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Read Answer Asked by Gerry on September 11, 2023

• iShares S&P/TSX SmallCap Index ETF (XCS)
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
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Q: Hi- I am wondering if a small cap ETF would be a good choice for a RSP account (e.g. XCS and XSU specifically)? Aiming for low risk in this account.

Thanks

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Read Answer Asked by Jill on September 11, 2023

• Adobe Inc. (ADBE)
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• Intuit Inc. (INTU)
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• Oracle Corporation (ORCL)
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• ServiceNow Inc. (NOW)
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Q: Which of these would you suggest for a good balance of growth vs risk?

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Read Answer Asked by Graeme on September 11, 2023

• Dominion Energy Inc. (D)
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Q: Hold this loser in a RSP account in a drip mode. Long time holder starting to drop below break-even. Time to sell? Thx Ron

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Read Answer Asked by Ronald on September 11, 2023

• NexGen Energy Ltd. (NXE)
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• Cameco Corporation (CCO)
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• Uranium Energy Corp. (UEC)
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Q: What are your favorite Uranium plays for the next 3-5 yrs as countries relook at Nuclear ? Also, what are your specific thoughts on Centrus LEU ? Thank you.

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Read Answer Asked by Paul on September 11, 2023

• Coca-Cola Company (The) (KO)
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Q: Do you still feel that Coca-Cola can be owned forever? I bought it in July and have watched it slowly trend down.

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Read Answer Asked by Lesley on September 11, 2023

• QUALCOMM Incorporated (QCOM)
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Q: Hi 5I
Thoughts on QCOM and its recent negative momentum please.

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Read Answer Asked by mike on September 11, 2023

• Lantheus Holdings Inc. (LNTH)
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Q: Hi 5i
Your recent answer regarding LNTH piqued my interest. Why does it seem like a hated company currently?

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Read Answer Asked by mike on September 11, 2023

• Symbotic Inc. (SYM)
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Q: With the drop in price today of over 7 percent would you think it is an ok time to purchase some shares?

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Read Answer Asked by Lesley on September 08, 2023

• Microsoft Corporation (MSFT)
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• SentinelOne Inc. Class A (S)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: Hi 5i, and would welcome your review of the recent Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold and any competitive advantage that they may hold in the cybersecurity space. Thanks kindly.

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Read Answer Asked by Michael on September 08, 2023

• Lamb Weston Holdings Inc. (LW)
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Q: Could I have your assessment of Lamb Weston? ROE looks attractive but would debt be a danger here? Thank you.

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Read Answer Asked by Harvey on September 08, 2023

• AMC Entertainment Holdings Inc. Class A (AMC)
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Q: What is your current view of AMC Entertainment. Will this season's blockbusters lift it back to profitability?
Thank you, Hugh

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Read Answer Asked by Hugh on September 08, 2023

• Darling Ingredients Inc. (DAR)
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Q: Hi 5i,
Thanks for the great work. Can I please ask your opinion of Darling Ingredients?

The company has come up in a few articles recently. Thank you!

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Read Answer Asked by Greg on September 08, 2023

• Pfizer Inc. (PFE)
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Q: Pfe is in a downward trend from 1 yr H $50.37 to current price $34.28.Add,Hold or Sell. Please comment. Txs for U usual great services & views

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Read Answer Asked by Peter on September 08, 2023