Investment Q&A

Q: I would like to add to an existing position in one of CSU, TSLA or PLTR for a long term hold. Which would you suggest and why.

Thanks

Q: I am looking at the results of IESC and on the surface they look good, including the backlog.
Do you have an idea why it has dropped so much? Is it a time to buy?
Regards
Rajiv

Q: I have some US cash sitting on the sidelines and thinking of purchasing NOW. Looking at your database, it shows a PE ratio of 19.04 while TD Waterhouse shows 69.9. I know you have been asked many times to explain this discrepancy but would you do it one more time in regards to this particular stock.

Q: If I wanted to take a risk (poker money) in the nuclear sector; either being a startup, supplier of uranium, or any other company in the nuclear sector. What would you consider as a purchase for high risk/high rewards?

Q: In a question answered with MSTR at 200$ I sold half as we discussed.

what would you do with the balance given the waterfall decline in BTC?

Would you hold wishing for a rebound or would you sell the rest?

Sheldon

Q: Hello everyone,

Oracle has lost half it's value since peaking in September, and I have ridden the wave up and now down. They just announced a $50B equity and debt deal on Feb 01, 2026 to finance their cloud build out primarily for OpenAI. I am getting concerned about the amount of debt they are taking on, and I am wondering if it's time to sell and move on. Thanks for your comments.

PK

Q: Hi 5i
Of these 6 companies what would be your order of preference in buying today?
If you could give some of your reasoning it would be greatly appreciated.
Thanks

Q: Comments please on URI quarter. This is the second time the stock has taken a big hit after earnings. I have held this for years but back to back misses and big stock declines have me wondering if something has changed.
Thanks for your great service.

Q: What are your thoughts on Nebius and would you be a buyer of a full position at todays price?
Thank you

Q: Hi,

I need to raise some cash.

What would be your order to sell of the stocks listed, for a long-term, somewhat growth oriented investor.

Thank you,
CG

Q: Which of these would you recommend in order to take advantage of the AI spaceor would you own both?

Q: Considering a small investment in companies that make LiDAR sensors for the auto, robotics, mapping systems, industry. Could you comment on the ones attached, in terms of most likely to rapidly increase share price, in a two year horizon

Q: Looking at some of my big losers. I see that Upstart is reporting for the year Feb 10th. Should I wait for the results or cut my losses now? I see that the analysts are mixed on this one. What is your opinion on the stock?

Q: I bought Target at $58.58. I am up $1400. Is it now a sell or hold? I think it is going to take care of its problems in 2026 with a new CEO at the helm. It shut its stores in Australia ans Canada with KMART going in canada.

Q: Hi there TXN reported yesterday. Seems they missed some of their expectations but did report a decent profit y/y and provided a postiive forecast for next year.

Can you please add some analysis to this and do you think it can run up here?

Ok thanks.

Q: Hi Team,
Can I have your take on NOW earnings? Beat on all metrics it seems like, yet the stock nose dives. CNBC has a headline saying "bear market is in for software stocks". What is a person to do now when I am stuck with NOW, and all the CSU family? Can I expect CSU, LMN, TOI to sell off a bunch more on earnings when they report like NOW is doing today even though they beat? I am finding it hard to decide whether to just Hold, buy more, or Sell? Usually selling is not a good long term idea in a proven quality name, but maybe this is different this time? However selling a sector that is being oversold might be a bad idea if I am expecting to invest it in momentum names at their "highs" (such as MU) that might roll over at any time...that would be a bad scenerio. Today is an awful day. My portfolio has peaked last October and still has not came back since and continues to fall. Losing confidence in holdings I thought were all quality names..

Thanks for any input you may have,

Shane.

Q: I would like to know your thoughts/ impressions on Visa's recent quarter. Thanks.
robert

Q: Hello Team 5i & Everyone,

Is Palantir's tech officially (or unofficially) being used by ICE and other agencies to make the new data base of all the US citizens who oppose the current US administration? (Ie: the protestors, individual states voting records that show which candidates individuals voted for in the past, etc).
With all the people recording everything with their cell phones in Minneapolis, you can see and hear that ICE Agents have started taking photos of protestors and telling them as much about the data base. Gemini summarized that the Palantir’s ImmigrationOS is designed to track “migrant” movements and streamline deportations, which, anyone with critical thinking skills can easily understand how that can also be used to track anyone & everyone.

I don’t mean to put you in an awkward spot, I’d just like to know what you’ve heard please.

Thank you,

Sandra

Q: Good morning,

I thought I would pile on to what I am sure is a significant number of questions on MSFT today. Seems that the quarterly numbers were not all that bad, but clearly the data centre focus/spend, without the commensurate returns on AI, have spooked the market.

Would you see today's move as an opportunity to slowly add to an existing 2-3% position, or would you suggest waiting a few days to see if things stabilize?

Thanks as always.

Q: Hi,

In October ’24 I asked 5i to identify:

A) ~10 favourite stocks drawn from its 3 model portfolios
B) ~6 highest conviction US picks.

The answer was:

A) From portfolios: CSU, TRI, TFII, WSP, BAM, BN, GLXY, CLS, SHOP, DSG

B) US: NVDA, ISRG, BKNG, LLY, BRK.B, GOOG

If asked the same question today, what would the 5i response be?
( Goal is best total return, long term )

Thank you.