Investment Q&A

Q: Greetings 5i,

Made a killing on Oklo and sold with the last pop. 114% thank you, Ill take that and run. Possibly will revisit Oklo if there is significant pull back from its highs.

All the same selling Oklo has left a spot in my portfolio where I would have liked to keep something related to the energy needed for all the new AI data centers. My main question is regarding GE Vernova, which I think trades both in CAD and USD. I see that GEV has started construction on a SMR near Toronto with at least 3 others approved. Is this a fair play on the need/push/development of SMRs for Ai and datacenter needs?

Cheers!

Q: In order to reduce US exposure would you sell MRK or PEP?
Thx

Q: What was the cause in the drop in price for OKTA at the end of May.
Big 7% drop in price this A.M. with ISRG. ? ? ? Thanks

Q: I have been patiently waiting to add a water themed stock to my US holdings. AOS has underperformed this year, what is your thoughts of taking a position in AOS? At what entry price would you be interested in taking that position. Is XYL a better alternative, if so, what entry price would interest you.

Q: Is Boeing beginning to turn their situation around? What are the company fundamentals looking like now? Would you be interested or still staying clear?

Q: Hello 5i,

POWL was a favourite for electrical power grid growth at one time. There is speculation that their next few quarters may not be as "surprising". We are considering selling and adding a replacement in the sector or a stock in another sector, or just wait out the uncertainty of the market with short term Treasuries.

How confident is 5i in future growth for this niche sector in the US and would you stay in this sector if the dividend withholding cost rises? Please list your top 3 stocks in this sector or an ETF if that is preferred.

Thank you

D&J

Q: hey guys could i get your opinion on these companies for a 2 yr hold thanks

Q: I own VHT (etf) in my $US account. Performance over the last 5 years has been approx. 6% compounded annually. Poor compared to tech or the S&P500 index or the DJIA. Given little opportunity to invest in health care sector in Canada, what investment alternatives would you suggest for health care? Or would I be better off exiting VHT and putting the money into other low-cost ETFs in the US like SPY, VOO, VUG ?

Thank you. IslandJohn

Q: hi folks, thoughts on Q results for Lululemon lulu/q, and their guidance??....stock deserve a 20%+ haircut....going forward, do U still like??....thanks as always, jb

Q: I have a couple holdings that are giving me question for keeping.

I have a cost base of 20 on Sentinel and altho there was some positive stock movement a few months back the stock is currently showing little sign of moving higher. I know they are in Cyber Security. Is it worth holding and where would you suggest the funds could be better deployed if its a Sell?

In the case of SNN my cost is 24 but based on the longer term chart i'm not certain there is alot of confidence in the management when comparing to better performing Medical Device companies like Stryker. Would this be a Sell and redeployment of Cash into Intuitive Surgical?

Q: Last November, CASY was listed as a favourite Consumer Defensive along with COST and WMT. In May of this year, CASY was on the 'quite comfortable to own list'. Considering it did very well yesterday, would a purchase now be considered buying a quality name and buying into positive momentum? How does 5i's feel about the company now and why? As a COST owner, I am quite interested in your thoughts on this name. With thanks.

Q: Hi,
Knowing portfolio weights are personal and that you cannot give personal advice, what weights would YOU be comfortable holding these stocks if it were YOUR portfolio.
AXON
NBIS
NVDA
Thanks

Q: Hi,

Canada, and other countries, are apparently going to reinforce considerably their investment in defense. In that perspective which of the above companies do you consider, in order most promising for strong growth in the next five years ? And which one would you buy for a good diversification within the sector ? Any other companies not mentionned ?

Gratefully,

Jacques IDS

Q: I invested with Bitf since last two years. very bad performing stock so far, and Institutional investors and RIOT are selling their shares as well. Not sure what going on inside the company? I am worrying for the Total lose, I don’t mind to wait for the next two to three years more. Can you please share your thought on this? normally I invest the three-to-five-year timeframe. Is it worth it to stay with this Bitf next two year more OR take a lose and move it with some other miner stock? Can suggest some CAN or US bitcoin related stock?

Q: Dear 5i team.

May I please have your updated analysis on TOST. Last Q was Jan/24.

Appreciate your help.

Q: QXO stock is seeing a significant surge today primarily due to new coverage initiated by Wolfe Research.
Specifically:
* Wolfe Research began coverage of QXO with an "Outperform" rating and a price target of $44. This target represents a substantial increase (over 150%) from Thursday's closing price.
* Wolfe Research analysts cite QXO's potential for superior EBITDA growth as a key driver of their positive outlook, forecasting a 35% compound annual growth rate in EBITDA over the next five years.
* The company exhibits promising fundamentals, despite current profitability challenges, with a gross margin of 40.5% and a strong cash position.
This new positive coverage from a research firm has generated renewed optimism among investors, leading to a noticeable increase in QXO's stock price.

Do you think 44$ is a reasonable target ? This seems stretched a lot ?

Q: Hello 5i team

Would you agree to open a full position today?

Is it very attractive at this price level?

Thanks

Q: Berkshire Hathaway is the biggest holding in my portfolio (at about 12%), and the price has been falling for the past month—it's now down 10% from its peak on May 2, though still 7% up YTD. The selloff accelerated in the past week. Should I be concerned? Any news there except for Buffett's retirement?

Q: Seems a bit weak lately. I wish to buy in. What are your thoughts on weakness and a reasonable price to pay. P.S. I want it for the dividend safety and growth.

Thanks, Stephen S

Q: What do you think of the latest results for five below … did you have the opportunity to listen to the earnings call and did they talked about the tarifs… Jim Cramer this morning said he was impressed :)