Investment Q&A

• Jabil Inc. (JBL)
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Q: Hello 5i
Could I have your current assessment of Jabil please? Have the management issues been resolved ? How is their outlook?
Thank you
Dave

Upvote 1

Read Answer Asked by Dave on February 27, 2025

• Alphabet Inc. (GOOG)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: Good afternoon,

I know they are two very different companies, but if you had to pick one for a 2-3 year time horizon, would you go with BN or GOOG.

Thanks as always.

Upvote 14

Read Answer Asked by Trevor on February 26, 2025

• Merck & Company Inc. (MRK)
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• Nike Inc. (NKE)
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• Prudential Financial Inc. (PRU)
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Q: Hi 5i team,
Do you think these stocks are priced well to start a position for income and modest growth? I would also appreciate your insights on these 3 companies for a long term hold.

Thank you,

Stephan

Upvote 1

Read Answer Asked by Stephan on February 26, 2025

• Lemonade Inc. (LMND)
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Q: Hello,
Would you recommend selling and investing elsewhere? Thanks.

Upvote 1

Read Answer Asked by Nancy on February 26, 2025

• First Trust Long/Short Equity ETF (FTLS)
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Q: If one was unsure of the current environment does something like FTLS make sense? Are there other more attractive Long/Short ETFs? Thank-you.

Upvote 1

Read Answer Asked by Alex on February 26, 2025

• Olympia Financial Group Inc. (OLY)
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• Tarsus Pharmaceuticals Inc. (TARS)
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Q: Please comment on earnings and guidance for these 2 companies. Thank you.

Upvote 1

Read Answer Asked by Paul on February 26, 2025

• Lantheus Holdings Inc. (LNTH)
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Q: Could I get your take away points from the Q 4 release?

Upvote 1

Read Answer Asked by Harry on February 26, 2025

• Freeport-McMoRan Inc. (FCX)
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Q: The basic question is - has FCX improved its value since 2020 when it was valued at around $20 US - the implied question is it worth its current pricing especially given the fog around the climate change issue?

Upvote 1

Read Answer Asked by Mike on February 26, 2025

• SoFi Technologies Inc. (SOFI)
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Q: I find the pace of disruption and innovation in the fintech space is evolving very rapidly so its hard to pick winners. What do you think of SOFI as a long term position. Quality of management, business moat , growth profile, competition, risk of disruption?

Thanks.

Upvote 2

Read Answer Asked by Joel on February 26, 2025

• Rocket Lab USA Inc. (RKLB)
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Q: Apparently RKLB is under attack by a short. Specifically that Neutron is behind schedule and current valuation cannot be justified. Your thoughts?

Upvote 3

Read Answer Asked by David on February 26, 2025

• Tesla Inc. (TSLA)
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Q: Given the recent decline in TSLA, and the focus in the media of Elon Musk, care to provide some guidance to a long term investor. Thank you !

Upvote 5

Read Answer Asked by Jim on February 26, 2025

• Starbucks Corporation (SBUX)
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Q: Your thoughts about a new position in either rrsp or tfsa for 3/5 years in this volatile environment ?
Thank you for such a great service to us all.

Upvote 2

Read Answer Asked by Jacques on February 26, 2025

• Axon Enterprise Inc. (AXON)
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Q: Can I please have your thoughts on Axon's earnings announced on February 25th. After it's huge drop this past week is this a buying opportunity or a chance to get out? Your overall thoughts on the company would be appreciated. Thank You.

Upvote 7

Read Answer Asked by Brian on February 26, 2025

• Intuit Inc. (INTU)
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Q: Hi, INTU has been taking a beating. Are there still lingering issues? There was a short report some time back...

Your thoughts on earnings and if you'd consider it a compelling enough buy at this time.

thx, Mark

Upvote 3

Read Answer Asked by Mark on February 26, 2025

• Super Micro Computer Inc. (SMCI)
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Q: Hi,

SMCI submitted 10K before the deadline. The company had provided forward guidance. What is the probability they wood goof up the next few quarters - specially when coming back from the brink.
Given its current valuation, would you trust the management and invest for the next few quarters? If yes, would you consider a full position or even going overweight?
Regards
Rajiv

Upvote 4

Read Answer Asked by Rajiv on February 26, 2025

Q: I have been looking at this company that is listed on the CBOE and with the pending transaction transition to the Nasdaq:
https://static1.squarespace.com/static/5bcd1bc7e6666906ce83888e/t/678a53fc41bd78035aa4eef3/1737118717667/CL-Press+Release+-+MLC+TURN+Merger+Announcement_vFF.pdf
With the backing of BC Partners do you think it represents an interesting investment opportunity?

Upvote 1

Read Answer Asked by Charles on February 26, 2025

• Block Inc. Class A (XYZ)
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Q: Hi Team,

This seems like an opportune time to add to this position. What are your thoughts on the company's valuation and competitive position?

Upvote 1

Read Answer Asked by Keith on February 26, 2025

• Sandisk Corporation (SNDK)
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• Western Digital Corporation (WDC)
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Q: Hi,

WDC just split into 2 companies today. Can you please take a look at the 2 individual companies and give me your take if you think both or the individual companies look like they will show strong growth and increased stock price over the next 5 year.

Buy , sell or hold on the 2?

With thanks


Sheldon

Upvote 1

Read Answer Asked by Sheldon on February 26, 2025

• Ultra Clean Holdings Inc. (UCTT)
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Q: Can you follow up on your last comments on Ultra Clean Holdings and their most recent earnings and why they dropped so much? Buy, hold or sell? thanks

Upvote 1

Read Answer Asked by James on February 26, 2025

• The Trade Desk Inc. (TTD)
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Q: Is TTD going to be in the penalty box for a few quarters? Is this a hold or sell?

If I sell looking to allocate the funds to make Google and VHI full positions.

Upvote 3

Read Answer Asked by Sal on February 26, 2025