Investment Q&A

Q: Would you comfortable initiating a position in either of the above? If yes, which one is your preferred and why?

Thanks

Q: Please let me know your thoughts on FPS
- Newly listed and looks interesting

Thanks,
M

Q: Hi,

Further to my question on Feb 24th, I am wondering about whether or not this:

"...Jefferies analyst Brent Thill says that investors panicked entirely too hard over the launch of COBOL translation capabilities through Anthropic's Claude Code:

“We believe the concerns overlook that IBM is already disrupting itself, with watsonx Code Assistant for Z embedding GenAI directly into the mainframe to refactor COBOL into Java and modernize apps with full system context,” wrote Thill. “Importantly, IBM's software reaccel hinges not on mainframe but on broader momentum across hybrid cloud, AI, automation and data.”

might change anything in your strategy of holding to see how things progress and if not, then take the tax loss towards the end of the year.

Even Anthropic said that new AI tools for its Claude Cowork agent software will integrate with, rather than displace, existing systems.

Does this revelation from Tuesday change the dynamics for any of the stocks that have been beaten down hard on Anthropics' recent announcements?

Always nice to read yours thoughts - thanks!
D

Q: Greetings 5i, your analysis and opinion on this company and its future prospects please. Is it worth holding? Thank you.

Q: Is this a good price range to pick up some Arista stock?

thnx

Q: What are your current thoughts regarding RTX? Is this a favorite defense stock or are there others you are favoring? If so, why?
Thank you.

Q: This has been a clear winner over the last year / latest report was good - what are your thoughts about this as a HALO stock?

Q: Are these two sort of similar? If so would they be competitors?

Also is the environmental sector growing? The need to clean the air n' stuff?

Q: Do you thinks any of these stocks are a good buy now and how would you rank them? Add any others you think should be included in this space?

Q: I am starting to read more about the risks for Netflix with respect to their bid for WB. Particularly in light of the improved offer from Paramount this week, and comments from the Trump Administration that suggests they likely will be involved in some way in approving a deal at some point, however that ends up looking.

My question is this - in the event that Netflix loses out (my view is that it is 60-40 they do lose out, either on price or regulatory/DOJ hurdles down the road), do you think there is upside in their stock price near-term? And I have also been reading that if Netflix does not get WB, they may take a run at Disney.

What are your thoughts on this?

Thanks as always.

Q: Hello 5i
Bloom Energy has continued to surge since your Oct.16/25 answer to a question. Does it look less speculative now? Any new developments?
Thank you
Dave

Q: Could I have your thoughts on these two names (SLS & IBRX)? Would you buy them?

Q: Your analysis of this company please? Buy/hold/sell?

Do you personally hold this stock?

Which are the next best options in health care?

Q: Hello Folks:
How would you rate Constellation Energy: I am considering buying some stock?
Thank You So Much For Your FANTASTIC service!!!!!
brian

Q: Can you rank the listed stocks for a long term hold please. Thank you

Q: Hi Guys,

Just wondering why the stock went down so much after a good quarter?
Buy/hold/sell ?

Thanks,

Jim

Q: Has your position changed on Ultra Clean? In September you felt it did not need to be owned. It is now riding the semi-conductor high and I am curious if you feel differently now?

Q: For a conservative investor with a 50/50 portfolio (seeking a 4% yield), what percentage of Fixed Income would you place in short and medium term US corporate Bonds? US PCE is stuck at 3%, while Canadian inflation is almost at target. My thesis is this presents a decent opportunity if there is any improvement in American inflation...while Canadian Bonds already have lower inflation priced in. Even if I'm wrong, does it still makes sense to have some US Bonds for diversification? Thanks as always.

Q: Hello,

These seem like extremely attractive buys at these prices given the negative sentiment.

Thoughts?

Q: Hi,
Seems Anthropic is causing quite a few disruptions lately and today their COBOL tool has hit IBM and others. Do you see any reason to wait it out and hold if this could be used as a tax loss in a cash account? I am also concerned about yet another fairly large drop in the price on WSP. Is there any further news regarding it today? Unfortunately I hold that in a RSP account, so am not sure whether to sell or hold, and would welcome your thoughts on this as well. Many thanks for your continued good advice - it is always appreciated!
D