Investment Q&A

Q: good afternoon - I have positions in both AMZN and GOOG, with modest gains in GOOG and good gains in AMZN. I'm looking at the respective P/E's and wondering if this is a good time to sell AMZN and increase GOOG. Taxes not an issue for two thirds of my AMZN. Do you think that GOOG will increase in value at a greater rate than AMZN in the coming years? I like both companies but this looks like an opportunity to high grade a portion of my portfolio. Thanks. Al

Many thanks

Q: Good day,

I purchased UCTT a while ago and am now down by 55%. It is a minor portion of my portfolio and so I am ok leaving it as is IF it shows promise in the near to mid term. If not, I can sell at a loss and redeploy the funds elsewhere.

c'est la vie!

Thank you for the great service, as always.

Q: Hi,
I added this one a while back in a TFSA, but find for a stock I though would be fairly consistent, it has some higher than expected drops - such as todays roughly 3% and a similar one about a week ago. Any thoughts on what might be prompting this? I also note the technical indicators of OBV and Accum/Dist continue to rise with price, leaving me think these drops aren't overly concerning, that this isn't the case with IBM since it's earnings drop. Do you think there is a 'caution' flag out on IBM? It doesn't seem to be holding up all that well post earnings, and I thought the earnings were OK. I'd welcome your thoughts on it as well. Feel free to consider this two questions - and thanks for your continued work on our behalf!

Q: I'm looking to reduce the beta in my portfolio and considering one of the 3 companies. Which one looks the most attractive today as a long term hold and why?

Q: XPEL continues to struggle, and its share price has dropped another 8% in the last month. They are reporting earnings next week. What does the outlook look like for the company and would you recommend continuing to hold or look to redeploy the cash to a company with better momentum? Thx

Q: Hello 5i team: Started a position in Lam Research for semi exposure.Would like your take on recent earnings and drop after what seemed good results. Thanks Mike

Q: What are your thoughts on BRBR? thank you

Q: I’m looking to invest in SbET or BMNR. Any preference between the two? Are you able to compare the premium of market cap to ethereum owned to that old MSTR which hacks been around longer but obviously bitcoin focused

Q: Thoughts on Murphy USA? Do you think the dip after earnings is a buying opportunity for a long-term hold?

Q: Please Kindly advise the result. Berkshire Hathaway shares dipped after Warren Buffett's conglomerate reported a small decline in operating earnings, while continuing a stock-selling spree and a buyback halt.

Q: The last earnings report was somewhat disappointing with regards to its outlook. What is your current take on this name? It is currently one of three US names I own in my TFSA. Would you recommend to hold or sale and move onto another name? If the later, what would you recommend for a purchase today (considering today's prices for an entry point).

Q: This stock has been pretty volatile. Can you explain why. Is it worth keeping. Do you see any signs of growth in a year or so.

Q: this stock seems to be picking up. Is it worth keeping in hopes that it will continue to rise, or should I sell at this point

Q: Results have just been released. Please comment?
Thanks

Q: Any reason that Berkshire Hathaway don’t buy back due to the stock price still too high?

Q: What are the risks to investing in this company's 9% newly issued preferred share dividend Mr Saylor seems to explain is backed by his company's bitcoin holdings. He claims there is $5 of bitcoin value in backing of the dividend for every dollar invested. He's rather slick and bright but reminds one of a snake oil salesman of the past. Is this anywhere close to a sleep at night 9% dividend holding? Thank you.

Q: I am a Cyberark shareholder. Would you kindly provide your thoughts on Palo Alto’s takeover proposal including the deal structure (2.2 Panw shares and $45 cash). I find it odd that Cybr’s closing share price today ($411) is approximately $16 below the value of the Panw offer (Panw closed today at $173.60).

Q: Hi there, why is LULU stock so weak?

Are their any other underlying issues to be concerned about other then tariffs?

When do they report next, and what is expected?

Is this a good entry point, or do you see it getting even cheaper still?

Thanks!

Q: I have some money avalible for a long term investment in my TFSA and was thinking of adding to Crowd Strike or starting a position in Palo Alto. Crowd strike has done very well but looks more expensive on a valuation bases. what would be your advice?

Doug

Q: Hi,
Company announced that it is going to acquire CyberArk Solution which triggered a 5% stock declined. But actually it retreated from US$210 on 29th July 2025 to US$173 which is almost 15%. KeyBanc downgrading to Sector Weight citing integration risks and limited synergy potential. What is your analysis on this acquisition? Its less than 0.5% of my portfolio. Is it better to get out of the stock and wait for 6 or 12 months before you enter or any ETF or do you prefer any other stock better than PANW?
Thanks
Piyush