Investment Q&A

Q: ADP and PAYX seem to have quite similar businesses and I am having a hard time picking the long-term winner in their HR services market. It doesn't seem to make sense to own both. Which of the two would you prefer for a long term investment and why?

Q: Are there any us stocks at present that would grade as well as CSU?

Thx

Q: Hi 5i team,

Palantir just won another big contract from Government. Can you please comment on the stock's current valuation and growth outlook? Would you consider buying more at current level?

thank you,

Q: Hello

Is BN like a Canadian version of BRK.B.

With the major difference BN pays a small dividend and breaks up its assets like BAM.

Would you own both or do you prefer one over the other.

Thank you.

Mike

Q: Would you recommend LLY at the current somewhat elevated price?
With appreciation,
Ed

Q: Not sure where I heard about these companies, but I made note of them to ask advice on, as they intrigued me...

- Please let me know your thoughts ...

Thanks,
M

Q: I am looking to purchase the specialty property REIT SUI and animal pharmaceutical ZTS stocks when the seemingly irrational downward trends settle. Do either have potential debt issues to consider that might explain their current valuations?

Q: Which do you like more vrt or pstg, i own smci and want to add another. Dave

Q: Everyone. AI is at the beginning of a great breakout in many industries. AI is in exponentially growth period and the early adopters will benefit but the biggest beneficiaries are yet to be identified. I didn’t understand the benefits of MSFT or APPL in their pre-real growth stages. Will AI change the stock market in a profound way the humans will not be involved ie the human stock pickers. What tech areas should I look for be looking for or are they in my view already? Should we believe in the large cap tech stocks will continue to lead, or buy, the AI technology revolution? Clayton

Q: Hi what would be your choice for a U.S. small Cap momentum ETF
Gord

Q: Hi 5i,
COR (formerly AmerisourceBergen) and MCK are classified as Healthcare Distributors. Do you like either of these in this area? Are both worth owning assuming you like them for a long term hold in a TFSA and NonReg account?
Can you please provide your high level thoughts for your choice.

Q: Please give me your view on Norfolk Southern Corp.

Thank You in advance.

Q: Hi 5i team,

I'm interested in your thoughts on Enovix, a seemingly new technology that is moving to commercialize an improved EV battery. Less fire risk.

ALSO - a suggestion that could be highly useful to subscribers.

The 5i portfolio analytics indicates I have gaps in my sector and stock diversification. I want to easily consider 5i rated (using A+ downward) system. I currently can filter for the year of rating, and 'letter grade' rating which is helpful. It would be super helpful to also be able to filter for sector. As well, what is most relevant to me is which countries the stock revenue comes from....rather than its corporate office location. Is this possible?

As an aside - I have been working with Chat GPT a little. One example is where I uploaded a number of documents and then could interactively apply prompts/questions to the data (uploaded documents) to quickly answer important questions. Having a Chat GPT engine that includes 5i historical research would seemingly be able to cover the suggestion I noted above with little additional or ongoing maintenance. Love to get your thoughts here.

Thank you again for premium service.

Glenn Atkinson

Q: Hi Team,
What’s your view on ABNB these days? The stock has been wanting to trend higher this year so far. Is the inclusion into the s and p an ongoing catalyst? I am trying to decide whether to keep it , or sell it while I am now positive on the name . I am a little concerned over regulations such as what NY has just done to them . I was debating if I sold it using the funds to add to my positions in LMN and Well. Looking for the biggest potential long term. Would you endorse the move , suggest a different name not mentioned instead , or just continue to hold ?

Thanks ,
Shane

Q: Hello 5i, I'm looking to strengthen my portfolio and currently own these stocks and others in the consumer stapes category. Is there value in owning all these listed or should i consolidate into a couple. Also how would you rank these on strength of company and the dividend.
Many thanks.

Q: Dear Peter and team,

Thank you for answering my question earlier about non-correlated assets. Very clear and helpful. For Private equity you had chosen BX as an option (also VXX) and every subscriber knows how much you like BN/BAM :) (I must say that I am tickled by the number of folks in both print and TV media, not just you, are enamored with Mr. Bruce Flatt. A true Bromance!!)

My question is how come not many mention anything about similar European Private equities firms which are publicly traded. Google search yielded CVC capital, EQT, Ardian, Apax...

Which PE firm from the EU would you consider as a reasonable complement for BX/BLK/BAM . Feel free to add any other PE firm that you think has potential.
Many thanks in advance.

Mano

Q: Any thoughts on GROY, US listed, as a royalty corp. Thanks

Q: MP Materials has dropped significantly in price this year. Is there a reason for the drop and do you still consider it a good investment in the rare earth metals space. Is there another name that you prefer?

Q: Hello 5i, could I have your assessment of UMC please?
Thank you
Dave

Q: What do you think of Khols investment in Sephora ? With the big spend mostly behind them now. Koyfin shows EPS $2.93 in 2025, and $3.54 in 2026. Is there to much competition out there in what they sell ?
Trading at 0.6x book, cant be any worse on a Risk/Reward basis than the high growth tech stocks have been, knowing all along the repercussions on the price of those stocks, when it seemed logical that rates would continue to rise.
Gord