Investment Q&A

Q: Hello team,

ALGN (up 46% in the past 3 months): Buy, hold, or sell? Why?

TWST (up 116% in the past 3 months): Buy, hold, or sell? Why?


Long holder of both and still deeply under water. So, I am wondering what is behind new signs of life!

As always, I appreciate your unemotional insight and guidance for us all!

Q: Hi 5i,

Would appreciate your thoughts on AMD moving forward.

I have held the stock for over 3 years and have done well but considering selling for other opportunities in the market at the moment.

Do you believe AMD has the potential to eventually catch up to Nvidia over the next few years? Can it keep capturing market share from intel?

Thank you,

Greg C.

Q: Good morning, Peter and Team,

Paul Krugman recently wrote the following in a Substack post:

'And the damage from the assault on vaccines continues to widen. Last week the Food and Drug Administration refused to review Moderna’s new mRNA-based flu vaccine. They didn’t reject it based on evidence; they wouldn’t even look at it, in line with RFK Jr.’s evidence-free, dogmatic assertion that mRNA technology, which gave us Covid vaccines, is useless and harmful. Pharmaceutical companies, understandably, are retreating from vaccine development.'

Is this another reason to avoid, or to at least reduce exposure to companies involved in vaccine development? For those of us with ETFs in the Health Care Sector, this becomes a daunting task.

Personally, I can't wait until the US midterms so that hopefully there can be some hope that this madness will end.

As always, thanks for your insights.

Q: Hello, can you comment on Palo Alto’s latest earnings report and guidance? Is the price drop (Wed morning) overdone? Thanks

Q: Hello Peter and 5i Team,

Can you please comment on GRMN earnings ? Is there anything else attributing to the share price spike today that you can see?

Thanks,
Dave

Q: Hello Team and good Family Day for the ones in Ontario,

Apart from the market fixation now on overspending on AI which costs a bundle and may not generate more profit, I read somewhere an analyst making a parallel between GE (pre-separation in 3 separate entities) and the 3 members of the Mag 7 listed above. He says they may be going the way GE did when the market started pricing conglomerates the way it did for the last 15 years which consequently brought GE to a very low multiple. What did it for GE, he says, was being involved in different and unrelated businesses, for one, and one strong entity pulling the weight of costly money losing members for another. He says it is also true especially in the AMZN and GOOG cases. What do you think? As always thanks for your strong insight, Adel.

Q: Hello Team 5i & Everyone,

May I have your updated assessment on the quality of Devon Energy Corporation (DVN:US) please?

Thank you,

Sandra

Q: Their latest acquisition seemed to be a good move into the drone data recovery space and with their latest earnings growth and strong business model (eg. getting paid their subscriptions for the gov't upfront to provide upfront cash) and growing focus on non-government areas (eg. military or private sector w/ the Corellium acquisition) what am I missing with this company? Why are investors staying away and creating such volatility when results are good.

Headscratcher on this one...

Q: Could i have your thoughts on this cloud provider- chart looks good - i understand sales are ramping in their AI division

Q: I just sold a position in Regeneron, and I am looking to replace it with another name in the healthcare space. I already hold ISRG, but I am reticent to add to it while it seems to trade sideways. Lilly has performed well, but I am unsure if it is now fully valued.A recent interviewee on CNBC had mentioned Amgen and Gilead as names which could do well. Any suggestions for names to consider in the healthcare space? I’d be okay with both Canadian and US names. Thanks so much, and I look forward to your response.

Q: Please rank these consumer stocks for a new buy and suggest any you may prefer. Thank you.

Q: Please rank these pharma stocks for a new buy and suggest any you may prefer. Thank you.

Q: Kindly rank these asset heavy companies for a new buy and please suggest any fitting the category you prefer. Thank you.

Q: Greetings 5i, do you see any positives for this company? I know 5i does not place much weight on analyst ratings but the TMX website shows 7 analysts, 1 buy/6 hold ratings, targets range from $7 - $9. Thank you for your insights on this one.

Q: Do you think the Russell 2000 is likely to outperform S&P and NASDAQ in 2026-27? There are many Russell 2000 (and Russell 2000 subset) ETFs. Which would you recommend (CAD and USD) for a) general exposure and b) growth.

Q: Interested to hear more about your thoughts on OUST.

My thoughts on drivers for the stock
> US based company vs industry leader out of China would be a positive
> Partnership w/ NVIDIA
> themes of robotics, physical infrastructure and industrial all seem to be bigger drivers than automotive (which may be a more competitive industry)
> Physical AI as a next growth theme after chips, energy etc
> Focus on software revenues to provide stickier revenues vs chips

Risks for the stock
> Not yet cash flow positive w/ a very high evaluation and a very high stock run up
> Intense competition
> AI risks related to software
> Low insider information
> Stock volatility is high

It has very strong analyst positivity surrounding it but it is quite volatile and seems over priced vs current levels of profitability.

What am I missing on the positives / negatives and do you continue to like this stock?

Q: What would be your top pick for an ETF that tracks the S&P 500 in US$?

Q: Could you have a fresh look at RBLX. Price targets are all over the place. Do not own. Definite NO? Thanks again.

Q: Microsoft and Amazon are launching AI content marketplaces, where people and companies can buy, sell, or license AI‑generated content. Are you able to expand on the implications of this? Can you name a few companies that might be negatively impacted? Thank you.

Q: My son has recommended these stocks to me, Are they a buy?
HY9H as well?