Investment Q&A

Q: If the manufacturing base in the US truly strengthens, and I appreciate many of the announcements are performative, what companies will benefit…infrastructure, robotics, construction etc etc Any specific stocks to recommend?

Q: What size position would you initiate a position in CLBT? Thx

Q: What tailwinds does crcl have ?

Are they strong enough to move the share value up and offset further damage due to interest rate reductions?

Thanks.

Q: Dear Peter et al:

What do you make of Perplexity's offer of "buying" Chrome for 34.5 B ! Perplexity itself is worth only 18 B according to one report that I read! Some bloggers say that this is to rattle Alphabet and give the antitrust government lawyers ammunition to break it up. Without Alphabet, Chrome becomes very weak which is good for Perplexity. If Alphabet sells Chrome to Perplexity then it it becomes huge in Search domain! A win-win for Perplexity and a lose-lose for Alphabet. So, the reasoning goes!

I couldn't help thinking that a contrarian view might emerge. Alphabet might spin off Gemini and Chrome together!! Or make an offer for Perplexity!


Anyway, does this affect your strong endorsement of GOOG? I know you are a fan. Me too!

Q: hi folks:

did well with this company in the past

i see it has sold off quite hard; it did get a big trump bump

can you pls provide an update? and would you consider it worthwhile at this point

thanks in advance

Q: Hi 5i, I'd appreciate your current take on Viavi Solutions. It appears to be a viable small cap that could benefit from the AI build-out. Thanks!

Q: First Trust Natural Gas ETF (FCG) - not in your system. This US based ETF has a mandate to invest in MLP units among other things like stocks. Does this make it problematic for Canadians to hold as it pays a 2.8% dividend? How does it compare with UNG - also not in your system?

Q: hi folks, thoughts on Q2 results for Celebrite clbt/q....seems like a good Q with a new CEO being named....stocks needs a lift....Buy/Hold/Sell....thx as always, jb

Q: Thank you for your insightful analysis following The Trade Desk's results. I agree that the stock's drop appears to be an overreaction to the published figures and the well-managed CFO departure.

However, my main question concerns the nature of the competitive threat from Amazon, which seems to be the real structural issue behind the market's nervousness. Unlike the historical competition with Google or Meta, which was mainly technological, Amazon is attacking TTD on new ground: the field of commerce, with the decisive advantage of the "closed loop" (direct purchase data and indisputable ROAS measurement).

My question is as follows:

Do you believe that The Trade Desk's counter-strategy—which relies on its independence to unite the "coalition of Amazon's rivals" (Walmart, CPGs, etc.), proving the superiority of its AI platform (Kokai) on the open internet, and accelerating its international expansion—is powerful enough to defend its competitive moat against the gravitational pull of Amazon's data and enable a return to sustained growth of over 20% by 2026?

In other words, do you see the current slowdown as a temporary setback or as the beginning of a structural erosion of market share in the most lucrative segments?
Thank you

Q: Can you help me understand GLBE results?
Market loved it for 5 minutes and then hated. Why the sudden reversal and what do you think about its prospects over 3 years? Is this a buying opportunity?

Q: Hi again - since my questions re: IBM back on July 24th and Aug 5th I have seen continued deterioration. I know you felt that the 10% drop post earnings was possibly a bit overdone, so I am wondering what your thoughts are now. OBV has plunged, along with the price, PPO and RSI. Since earnings it appears to be down 15%, and is now technically oversold. Would you wait it out for a recovery of sorts, of just give up and move on? As my holding is in a TFSA I wouldn't benefit with a tax loss.
Thanks!

Q: Could I have your thoughts on Ouster. Been watching it for awhile and it seems to have improved its earnings. Is it worth a look or is it too early.
Thanks Jack

Q: Good morning,
Your thoughts on this ETF
Any other suggestions
Thanks Peter

Q: Your thoughts on HL for silver exposure? What other primary silver producers with operations in North America (or other generally 'safe' jurisdictions) would you consider?

Thanks

Q: I have been reviewing my health care holdings and I am disappointed in the whole sector. Their percentage of my holdings has dropped, and if I rebalance I should be adding another 50% to these holdings. I am unhappy with IHI and UNH, even ISRG is in the doldrums. Your thoughts on adding to the health care sector and these companies/ETFs at this time. Are there other companies much better suited that I am missing. I am tempted to remove the whole sector from my portfolio, as I am comfortable with risk.

Q: What are thoughts on Gartner? Buy? Hold? Or Sell?

Q: Please provide your top 5 US mid cap growth considerations. Assuming 10-15 year hold. Thanks as always!

Q: Hi, NBIS
A little late to the party but would you consider $70 still a good entry point for a long term hold or would you recommend waiting for a pullback?
Thank you

Q: Hello 5i Team,

For a long-term hold, focusing on total return, ignoring sector diversity, and considering a medium-to-high level of risk, could you please provide your 12 highest conviction small/mid-cap U.S. stocks at this time, ranked in order.

Thanks in advance for your always helpful advice!

Q: Hello 5i, Would you buy these stocks today ? for a 2-3 years hold ?
thanks