Investment Q&A

Q: GOOGLE, VRT and CLS need to be trimmed as they now between 15-18% each of my portfolio.

I want to trim them to 10% and reinvest.

I want to invest into other high growth stocks. In what order would you buy BE, GEV, MU and KGS if they are worth buying today for a 2-3 year hold? Do you have other recommendations? I am looking at both Canadian and US stocks.

Thanks

Q: I would appreciate your thoughts on Axon heading into today’s earnings .
Thank you

Steve

Q: What is your view of holding IAUI etf as a portion of gold exposure. Thanks, Janet

Q: Hi Everyone at 5I!

Wow! I have never seen a stock go up 50% in one day!! What gives?? I bought this for $50 and it cracked $800. It has been going up steadily but this was a terrific jump.( I expect some pull back). Why did it rise so swiftly and what might be its longer term prospectus?? Your opinion would be much appreciated!!

Cheers,
Tamara

Q: There is increasing media coverage of the fact that data centres are gobbling up huge amounts of water and electricity. Communities in the US are now banning their construction fearing water shortages and higher power rates.
I assume industry is starting to look at these issues. I know it is very early in this game but are there companies dealing with these matters that one could start to review and analyze ? Thanks. Derek.

Q: In the event of a recession or at a minimum, reduced GDP growth, which you expect URI's business to increase or decrease? On the one hand. Slowing growth could mean less demand for their rental equipment. On the other hand, as growth slows, companies may turn to renting instead of committing to new purchases. How have they done in past slowdowns?

Appreciate your insight.

Paul F.

Q: Hello 5i,
Please rank the above stocks for growth over the next 2 years.
Thank you
Dave

Q: Do you have any insights into why Morningstar would downgrade Nebius to one star?

Q: You have mentioned AIQ many times as AI play. What about DTCR ? Seems to have better performance numbers but seems to have 25% in REITs which own land for data centres. For 25% REIT, the yield of 1% seems a little low.

Q: Palantir seems to be lagging many other tech names recently. What is your view on Palantir and do you see this as a buying opportunity? Or are their other names you prefer?

Thanks
Tim

Q: The symbol for my Thomson Reuters Corp has changed to 66543D today. My online broker told me that this is because of a merger with another company, could you elaborate on this? I have been holding ABT for more than 5 years now and I am in negative territory with this stock today. Would you buy more, hold or simply sell for something better in the health care sector? Thank you

Q: Peter; I took a “ flyer” on FLY buy now it looks like the pilot is drunk. Saw a few upgrades - thinking of dumping and buying HOOD for a safer flight. Excuse the puns .
Thanks,
Rod

Q: I know similar questions have been asked, however, when benchmarking 3-5yr potential of these how would you rank?

Q: Could you give your analysis of these two tickers overall and specifically from a valuation point of view? Thank you

Q: Hello team,

If I believe that in the upcoming age of AI, Security & Sovereignty is about moving beyond "antivirus" and looking at how a nation or an organization protects its physical and digital independence. In the era dominated by AI and space, no matter how advanced or important, any entity may be rendered crippled/useless, if they can be hijacked, shut down, or dictated by outside forces.

In such a world, the Security & Sovereignty pillar is the strategic framework that protects Strategic Autonomy. It ensures that critical infrastructure—from satellite constellations to the power grid—can operate independently and securely regardless of geopolitical tensions or cyber-kinetic warfare.

That said, which two company will be the compatible pair for this theme? I have listed some of their pros and cons below, but I am interested in what you think about this thesis and what will be your picks when you also factor in their financials, valuation, and execution risks/strengths. Please mention if you have better ideas outside these five.

Thank you for taking the time & effort to help us understand the complex world of investing one question at a time.

1. Zscaler (ZS)
The Pros: 50% haircut, P/S of roughly 7.5x, 70-80% gross margins, profitable, massive cash flow; built for the cloud; the “Zero Trust Exchange” makes the network invisible to unauthorized users.
The Cons: Struggling Sales Execution and Platform Competition (larger tech conglomerates are now offering "good enough" security bundles for free.)

2. Leonardo (FINMY)
The Pros: Massive Backlog (€46.6 billion), Sovereign Protection through the "Michelangelo Dome”; Credit Strength; defense and space wings are soaring.
The Cons: Political Risk (based in Italy); Civilian Aerostructures Drag (2028 breakeven)

3. CrowdStrike (CRWD)
The Pros: Market dominance, Falcon platform is the "must-have" tool for Fortune 500 CISOs; The "Flywheel" Effect: Every new customer adds data to their AI, creating a powerful competitive moat.
The Cons: Valuation Friction with a forward P/E over 90x, zero room for error; Saturating Market forcing it to move into Log Management/Identity, where fierce competition is worse

4. Palo Alto Networks (PANW)
The Pros: Platformization Power, offering a "Unified Security Fabric" which allows companies to replace 10 different vendors with one Palo Alto contract; Software Pivot: from "Hardware Firewalls" to "Software-as-a-Service," accounting for a growing portion of their revenue.
The Cons: Integration Complexity due to aggressive acquisitions; Margin Dilution by offering "free transition periods" to customers suppressing short-term cash flow meaningfully.

5. SentinelOne (S)
The Pros: Pure AI Heritage, their "Purple AI" was built from the ground up to be autonomous, requiring fewer human security analysts; Disruption Potential: a "hungry underdog," winning contracts by undercutting on price and demonstrating faster/better detection speeds.
The Cons: Path to Profitability still long despite crossing the $1 billion revenue mark recently; Volatility: prone to wild 20%–30% swings on even minor guidance adjustments

Q: Looking to add one of these two companies. Can you please provide a comparison and witch one you would buy.
Thanks

Q: I currently owned CLBT and would like to know if you would increase position from 1% to 2% at this time?

Thanks

Q: Hi can I get your take/response to bearish analysis on CRWV by Mark Meldrum (youtube video
Low Quality GDP, It's 1999 all over again, and Spotlight Company - CoreWeave (CRWV) )

And why is NBIS different?

Q: Woops
Hi - my previous question was perhaps overlooked. It asked "If you could only own one other US stock (i.e. besides GOOG) and sought the best risk-adjusted return over 5yrs, what would you initiate a position in today?"
5i answered: GOOG :-)

How about this: If you already owned GOOG and could only own a total of 2 U.S. securities (in any sector):
1) What stock would you pick?
2) What ETF would you pick?

Thank you.

Q: I hold GLXY in my TFSA. Now that it is no longer on the TSX it is a US listing in US currency. I’m down 6% and have not been too impressed with my foray into the crypto world (I also hold HOOD down 50% in a non-registered account). With growth the sole concern, and high tolerance for risk and volatility, what would you do with GLXY? The main reason for asking is now I have paid the currency conversion I could sell GLXY at a small loss and buy either GOOG, AMZN, NBIS or NVDA inside my TFSA. With a 5 year time horizon, could you please rank these 5 if purchased today.
Thanks so much for your expertise!