Investment Q&A

Q: Iren announced a Proposed Offering of Ordinary Shares to Fund the Repurchase of Convertible Notes on Dec 1 after close. Is this good or bad? What could be the reasoning from both sides of the deal? Would it change a long term view or short term buy/sell/hold? Thanks

Q: Is ibrx a reasonable company to make a small investment in?
Its treatment anktiva is approved for some cancers already and appears to have broader applications. The patents seem to have about 10 years to run.
Thank you for your research and opinion.

Q: I’ve held CPRT for about 15 years, and at the current price of around $39–$40, my return is roughly 1100%. Since the stock is now trading near its previous all-time high from November 2021, could this level act as a potential support? I'm debating whether to simply hold my current position or add about 20% more at the current price. Do you think CPRT could experience similar long-term growth over the next 15 years?

thank you

Q: do you have a preference between these two companies for long term hold and upside?

Thanks Dave

Q: trying to decide between these two companies. PG does seem to have negative momentum. Is there more upside in PG or do you prefer JNJ or equal amounts of both?

Thanks Dave

Q: Axp is currently outperforming V. What do you think of switching from V to Axp for a 3 year hold? Is the extra risk with Axp worth the higher return? Thank you

Q: Can you please rank the quality of these U.S. Consumer Staple stocks with regards to the increasing of their respective dividends going forward as well as the rebounding of their business when sentiment turns favourable towards this sector?

Q: Hi 5i Guys,
What is your opinion of SUNC? Is it a Buy, Sell or Hold
Thanks

Q: I see Volkswagen has licensed QS’s latest battery fabrication process called “Cobra”. Risks persist certainly but it is a milestone achievement. My take on the company is they may make batteries for the auto industry in the US but they will try to generate significant revenue from having other world wide businesses make them and collect royalties. There is a danger other companies will try to reverse engineer the batteries so money will need to be spent protecting their patents.
It never gets easy!
Jim

Q: The stock seems to be recovering nicely. Could you discuss it's latest earnings, what seems to be driving the turn and if it's sustainable long term.

Thx, M

Q: I hold a position in Axon. 2025 has basically been a flat year for this stock. Do you see more upside in the future? Thank you for your excellent service.

Q: Wondering your thoughts on SN? My investment thesis is below, curious on your take?

Healthy top line growth, past and future with 10 consecutive quarters of organic double-digit top-line growth as of Q3 2025, also raised sales guidance which includes very conservative tariff estimates (i.e. high tariff rates)

Trading at 16x NTM earnings and 14x 2 years estimated earnings
Forecasting to approximately double cash flow over next two years
Debt/Equity of 0.4 and low net debt slightly above next years forecast cash flow

Plays into K shaped economy theme focussing on mid to upper tier consumers with discretionary, "nice to have" items

Motivated and capable leadership (featured in Bloomberg Businesweek recently), this is also confirmed by gross margin expansion through cost reduction during a difficult year for trade


Excellent marketing engine with proven track record using multiple sales channels (DTC, celebrity partneships, etc.)

Lots of success with new product lines, 25 introduced in 2025 and 3 that were category disruptors
Planning to significantly expand in Europe
Systematically reducing supply chain reliance on China

What's the bear case?

Q: If you had to pick one, which would you buy and why?

Q: Paypal. Sell or Hold. I can use a writeoff, moreover, would like to Get better return. Your advice, always precious.
Thank you

Q: I don't like the way CDRs handle SPLITS "CIBC does not 'split' the CDRs in the typical sense. It instead adjusts the ratio of how many partial shares each CDR represents. This has been done now for NFLX."

Does it make sense to SELL my NFLX CDRs and BUY Regular NFLX on the Nasdaq??

Thanks for your amazing service!

Q: Can I get your opinion on these two companies and what you think of the long term prospects?
Thanks

Q: Hello Everyone,

May I have your thoughts on SMX:US (security matters) please? Talk about an absurd chart. Is there something real here in the premise of its molecular-level verification system that is permanent through the processing stages as a form of verification? Or is this more likely a pump and dump?

I only heard about it today, so I'm just staring to look into it and would appreciate your assessment. It's done 1000% in 2 days. Yikes.

Thank you,

Sandra

Q: I get an email from Seeking Alpha every once in a while touting various stocks and ETF's . I recently got one on GPIQ { not in your data base } with a rather glowing assessment . For brevity I will just quote their summary ......

" The Goldman Sachs Nasdaq-100 Premium Income ETF offers a compelling blend of capital appreciation and double-digit yield, amassing $2.12B AUM in just over two years.

GPIQ’s dynamic covered call strategy leaves upside partially uncapped, enabling strong monthly income and market-beating total returns compared to peer ETFs.

The ETF’s monthly distributions remain stable regardless of Fed rate changes, making GPIQ attractive for income investors in a declining rate environment.

While GPIQ carries risks tied to tech sector performance and execution, its
proven strategy positions it as a top choice for income-focused investors seeking growth. "

What is 5i's assessment of this ETF and why ? ..... Thanks for your terrific service ......

Q: Knowing someone who works for Palantir I bought in at about 12$ in 2020. I am now seriously contemplating selling those shares for only one reason. The P/E is off the charts. I understand that there is a cult following around Alex Karp and Peter Thiel. However, does it make sense to own a company whose earnings per share are so far away from the cost of a share and where this difference only seems to increase over time.

Q: Hi 5i team,
Would you have any idea why Broadcom is so volatile? Lately it can have a range as much as $50 from one day to the next.
Thank you