Investment Q&A

Q: Assume you have a portfolio with the above names, and you decide to sell Hershey and Comcast. Which of Vertiv, Cummins, United Rentals or Quanta would you add to and why? Thank you!

Q: Thoughts on the quarter?

Q: thoughts on tssi/q...after good Q4 results & rally, where appeared problems of integration into new 200k sq ft facility were fixed...now 3 ex-Dell executives on TSSI management....Q1 results fell far short of expectations, stock hammered 30% (again)...anything good in results/guidance...if Dell sole customer (stock hitting new highs daily)....why wouldn't Dell just buy out tssi??...I have held this roller coaster stock and watched from U$20+ fall to U$7's...then rally to $15sh before Q1 results...thanks as always for your thoughts/perspectives....jb, Piedmont QC

Q: Since this company's IPO the share price has continuously decreased. It's company had already fulfilled it's stock buying program and announced another $200M USD program.

It's growth prospects seem strong, it's branding and connection with younger customers seems in tact and it is targeting a segment of the market with actual banking solutions that are missing in the market. On top of this, the fastest growing segments seem to be middle income consumers which will boast the credit profile and reducing some risks.

Anything to like or dislike about this company aside from the profitability profile which is weak but improving?

Q: I have grown my $32,000 contribution in FHSA to $48,000. And that includes losing $3000 on GSY, currently hold: GRID, KSI, NBIS, PNG and I have $4300 USD CASH to invest, can you recommend a few US high growth stocks and entry price. Home purchase may or may not happen so not concerned at all about needing the funds soon. Am envisioning this growing to $300,000 over the next several years

Q: There are a number of Small/Mid cap stocks you have liked for a long time and there are others that have recently come into play.

Most of these companies have done very well over time and some have stumbled.

I own a number of these names and other than Goeasy and the negative momentum of software names I have done well…

However, having been bitten a little by some of these names I find it difficult to venture into new names like FLY, TSAT, MDA, ENS, ELVA and others given the almost daily volatility.

What portion of your portfolio would you feel is reasonable for Small/Mid cap names? And what are your key metrics when you review or recommend these small to mid size companies?

Given all of that what would be your top 5 new names you like in today’s market?

Thanks
Tim

Q: Microsoft is not making it for me . Short to even mid term I don't see much of a catalyst for growth. Short list for replacement is MU. PNG, and SHOP .... Please comment on my disposition of MSFT and a short narrative on each of my choices followed by a favorite to least favorite list ? ..... Regarding MU I feel I may have missed the boat as I kept low balling bids daily when it was in the $14 to $17 range ..... But of course that doesn't mean anything if 5i thinks it is still undervalued.. Especially if it is undervalued opposed to the other choices ...... ..... Thanks for your terrific service .....

Q: It is down 22% today on earnings. Could you review the Q and provide insight into whether this should be held or sold? Thank you.

Q: Hi,
Could you name five companies that benefit from the AI boom but have been beaten down recently? I'm also interested in your thoughts on fintech and financial companies.

Q: From your answer to Neil’s question yesterday: “We feel the key for investors is owning a mix of names across sectors, HALO, AI-HALO, and not chasing into the latest 'hot theme' with a large weighting, but taking a measured approach to names that have long-term secular tailwinds in growth industries.” For a new long-term portfolio (5-10 years+) could you supply the sectors you are referring to and a stock or two for each sector? Thanks!

Q: Still trying to figure out what to do with these healthcare names. Poor momentum and healthcare is unloved. If I sell I can move to something that's working and still sell with gain. Is this the wrong thinking because one should always have exposure to healthcare, even if it is not doing well? I have lots of tech, industrials, financials, and materials, but do have exposure to some healthcare in each portfolio I'm managing.

Q: Hello
Could you comment on latest AFRM holdings earnings?

Thank you
Stephane

Q: Morning 5i Team,
I currently hold both MCO and BLK and I am thinking moving selling MCO and put the money on BLK. Would like to get your thoughts on this intended move.
Thanks,
H

Q: I request an update on my previous inquiry from January 28 regarding Abbott Laboratories (ABT). Following your previous comments, I maintained my position; however, the stock has since declined significantly—falling from ~$106 to the mid-$80s, an 18-20% drop in just three months.
I am becoming increasingly unclear as to what exactly ails this company. While management points to the long-term potential of the Exact Sciences acquisition and new product launches like Volt PFA, the market’s reaction suggests deep skepticism. Specifically, I am concerned about:
- Operational Execution: The recent Class I recall of the Libre 3 sensors and the cautious 2026 guidance revision (citing dilution and nutrition segment weakness) have made me dubious about current management’s ability to navigate these complexities.
- Regulatory & Policy Risk: I have growing concerns regarding erratic and unclear US government policies impacting the medical device industry. How much of this "policy noise" is structural versus temporary (if anyone can tell) ?
- Analyst Sentiment vs. Price Action: Despite the price collapse, the analyst community seems to remain largely "Buy" rated with high price targets. Given the clear "thesis/technical divergence," is this a case of analysts being behind the curve, or is the stock genuinely oversold?
I am no longer keen on redeploying capital into the same sector. Given these factors, would you continue to ride out this volatility for the remainder of 2026, or has the fundamental story deteriorated enough to warrant an exit? (held in tax-deferred account)
I look forward to your insights and updated perspective. :ao:

Q: Hi Guys

Any idea why Intuitive Surgical is down 5% today?

Thanks

Stuart

Q: I seek your comments and perspective on iShares U.S. Medical Devices ETF - IHI. I have held IHI in a taxable account for a decade and have a taxable gain. However, it is now five years that the ETF has experienced significant stagnation. Total return over five years is negative. I am familiar with the products and services of major holdings such as Abbott Laboratories (ABT), Thermo Fisher Scientific (TMO), and Medtronic (MDT). But these companies have faced considerable headwinds, leading to consistent underperformance relative to the broader healthcare sector and the S&P 500.
I am weighing an exit against the following factors:
- Fundamental Quality: The underlying companies seem to possess moats and, theoretically, remain excellent businesses. Your thoughts?
- Macro Tailwinds: Worldwide demographic shifts and an aging population seem to provide a long-term structural advantage for the medical device industry. Your opinion?
- Timing: I am concerned about cashing out just before recovery or "take-off" for high-quality names held in the ETF. ( I seem skilled in selling only to see shares increase in valuations by 25% or more).
Given the current technical and fundamental landscape, in your opinion, is a holding period of 12 to 18 months likely to reward continued patience? Does the "thesis/technical divergence" we’ve seen in these large-cap medical device names suggest a turnaround is imminent, or is the opportunity cost of holding IHI still too high compared to other growth or value catalysts in the market?
I look forward to your insights on whether the narrative justifies remaining patient with this ETF.
:ao:

Q: Hello 5i,

We had set a target of 7,280 for the S&P to begin shuffling to a more defensive portfolio. We delayed the change as we wait for a response from Iran as there may be a small hypercycle for a couple days.

IF there is an agreement, which sectors may increase the most and other than oil is there any other sectors who may be negatively affected. We thought that fertilizer and metals may decrease with oil price declines.

Do you have a few specific stocks or etf's that could be vaulted with an agreement.

Thank you
D&J

Q: Is $CPNG interesting here after earnings drop due to data breach? It's a one time event. Or still an avoid?

Q: Thoughts on their quarter and long term outlook?

Q: Do you think SpaceX OpenAI and Anthropic will go Public with IPOs in the next 12 months and what impact do you see it having on the market based on the size of their likely offerings?

Seems these days by the time an IPO hits the market alot of the easy money has been made by those who have participated in Pre IPO offerings and Seed money.

Are there holdings related to any of these entities already in the market in funds held by those like Cathy Wood's Ark fund that one can realize the value of the shares prior to a Public IPO?