Investment Q&A

Q: Hi - Wondering if you could elaborate a bit on the Anthropic release of Mythos AI and its connection to Crowdstrike? What kind of impact do you think this could have on the CRWD's share price? Thank you!

Q: Do see this as decent risk/reward for a patient investor?
Thanks

Q: Stock has been very weak- any idea what is behind it - i thought latest results were decent

Q: Intuitive Machines Inc NASDAQ: LUNR

What do they do?

Buy or not?

Thank you.

Q: Hello,
Can I get your analysis of StandardAero Inc. (SARO) for a long-term (5-10yr) buy.
Thank-you.

Q: In your answer to Neil on April 2 you said Galaxy is becoming the “ Goldman Sachs “ of the crypto industry. Would you expound on this.
Thanks. Derek.

Q: I looked up prior inquiries on Kimbell Royalty Partners (KRP) and in your answeres you immediately pointed out that it is a limited partnerrship and therefore has onerous taxation for Canadian investors. I have done some reading on KRP and it appears that KRP has elected to pay corporate taxes and therefore it is NOT considered a MLP, but it is a LP. I know that you 5i guys are not tax experts but could you do a second search on your bloomberg terminal, or other resources that you have, to confirm how a Canadian investor would be taxed if they owned KRP. Other than the tax question what do you think of KRP? The dividend yield is close to 11 per cent, leverage is not that high, and with the increase in oil and gas prices the variable dividend could get a boost (at least while the commodity prices are elevated) and therefore it is of interest to me.

Q: Hi gang,
Just came across this etf. Very impressive numbers. Any thoughts. Would you be a buyer at this.
Thanks. Alnoor

Q: Normally, I would continue to hold these stocks – CLBT, SNOW, CSU, TRI, OKTA, HUBS, ADSK, KRMN - but all are in the red and I could use some capital losses for tax reporting. BUT all are rated as strong buys with good potential upside by TipRanks. I think only KRMN reports within the next thirty days. Would you sell any today? And would you buy them back in thirty days? Would I be better to wait until closer to the end of the year? Thank you.

Q: Hi, 5i team
I have been holding these US stocks for several years. Do you think they are good for long term holding?
Are these company worth adding positions in recent pullback? If so, what entry points you recommend for them?
Any one you think is a "sell" just in case?

Thanks

Q: BKSY caught some wind in its sails. Should I stay aboard?

Q:


Greetings,

I bought OTEX at $53. near the begining of the year. Its around $31. now. Should I sell or hold.

Also LVLU was bought in earl January of this year at $28. and has been quite a loser since. Seeing its hovering around $12. today, should I sell this one fast?

Thanks you.

Q: I sold my FLUT shares so I can claim a tax loss and am wondering if I should re-buy after the 30 days. Is Flutter going to fly again!

Q: Can you please explain if you still like this company and why? Happy to hold for future growth, but just want to understand it a little better and risks associated with it. Thank you!

Q: What are your thoughts on this new IPO?

Q: COULD COMMENT ON THE PROSPECTS OF THIS COMPANY ? THANKS

Q: I currently hold a 2% position in GOOG in my TFSA and looking to deploy new funds amounting to 1,5%. Debating between adding to GOOG or diversifying with new position into NVDA. Which do you consider to have long term growth from these levels? Thank you.

Q: yesterday in response to Nick, 5i listed the following companies:

Large: MU, META, NVDA, GOOG, INTU

I am surprised you didn't include MSFT. please explain your rationale

Q: What is your top 5 US buys in order at today's price for each
Small cap
Mid cap
Large cap

Thank you

Q: Hi team,

Your views on these two companies ? A buy for a growth portfolio or something better in the health sector ?

Gratefully,

Jacques IDS