Investment Q&A

Q: After several miserable years, ADTRAN seems finally to be attracting market attention. Would this business be a good addition at current prices? ( and what do you show for forward P/E and PEG please).

Q: Not many questions on this one. BMO have a high price target on DD for some time now. They just reported earnings. Would it be a good/safer investment in these rocky markets or value trap? How much of their revenues come from US vs International ? Thanks.

Q: Any red flags with QS’S latest numbers? They state the yearly loss is within guidance…do you agree? I don’t mind the loss provided the company is meeting its internal metrics, the loss is within guidance and company profits are within the realm of possibility. Is Bill Gates a shareholder through one of his funds? Thanks for all you do!
Jim

Q: Hello 5i,

The quarter has been quite a ride so far. Get a sniff of a miss or lower guidance and stocks drop faster than a toboggan coming down Mt Everest.

Do you have any recommendations that appear to be Buys if you don’t already have a position? Some examples are: DDOG, VRT, TTD, TMDX, SPSC, CELH, CLBT, ROAD, CECO, APPF, ASPN, POWL, (electrical grid suppliers), and any other intriguing opportunity? The purchases would be for a 3-5 year hold.

If feels like the tipping point for earnings for many companies has been reached. If a looming reporting date is like a 5-alarm fire warning to get ready to bail water and run for the hills, which sounds like… opportunity!

Thank you for all of your help and wisdom.

D&J

Q: Hi 5i Team,
Pls comment on Fresh Work quarterly earning,
Do you still like it, would you be a buyer?
Thanks.

Q: What are the prospects for of OKTA.US for along term hold. Is selling a put preferable to purchasing and selling covered calls.

Thanks

Thomas

Q: Hello,

Thoughts on starting a position here? Long term hold.

Q: Hello,

Given the current price levels of both MRNA and PFE would this be a good time to take position in either one of those? If so which one would you recommend.

Thank you!

Q: Previously, I noticed that the 5i team held SMCI stock, which was sold during the downturn. I'd love to hear your thoughts on the recent earnings release and the company's future prospects. Is SMCI a buy or hold at this point? Your insight is greatly appreciated, thank you.

Q: Your thoughts on this one going forward. It has been on a slight downward trend last 3 month or so. I have done well and wondering if take profits, add to it (only 3% position) or just hold for now.

Thanks so much for your guidance.

Q: Hi, I asked a question about HEQT.US (Simplify Hedged Equity ETF) but I think the answer referred to HEQT.TO. I am interested in what you think about this ETF with the following description : The Simplify Hedged Equity ETF (HEQT) seeks to provide capital appreciation by offering US large cap exposure while investing in a series of put-spread collars designed to help reduce volatility.

How would you rate its performance, especially if we assume a sideways to down year? Thanks!

Q: May I please get your thoughts on this company? I like their new non-opioid pain killer that was just approved by the FDA for a strong growth prospect. I am curious what you think about the existing business and the fundamentals/financials of the company. Thanks.

Q: For a buy today, which one, or both and why?
Thanks Again

Q: These two (especially SERV) are tanking this A.M, presumably because of the news that NVDA has dissolved their position in both. My initial thoughts are that this changes nothing of substance for the company (SERV) itself, and especially that it still has its deal with UBER. Of course substance and sentiment are separate animals. In general how does one play this? Do you wait a few days and see what transpires, buy more? Sell? Your thoughts are appreciated. Thanks.

Q: Cellebrite stock sank 13% in Thursday trading, post earnings release and closed at its low for the day, on higher than average volume. As of 5.30 PM, stock continues to drift lower in after market.

As per your comments, earnings/guidance was, as expected and nothing really has changed. In your view, this drop could just be profit taking, after its 34% rise over last 3 months.

I find the price action today a little concerning, as if, market had high expectations and company did not deliver that, specially considering the hot digital forensics area, they operate in.

This is a favorite 5i stock and has been recommended for nearly a year, when price was around $19 ( I think ). There should be many 5i members, who follow your lead ( myself included ) and have been generously rewarded, over time ( Thank You !! ).
US small caps, however, are not well followed by Canadian analysts and we depend much on expertise of your team.

It would be really helpful, if you could take a deep dive and comment, if there could be any other factors ( competition, growth rate, order book etc ) which might have contributed the post-earning drop.

Also, do you consider this weakness temporary and with this sharp pullback, would you be comfortable to start a new position or add to existing ownership.

Thank You

Q: Can you expand further as to what caused this drop in price? Any idea as to why Net Income would be lower in 2025? Do you still consider this a top small cap pick in the US (if not what would you recommend beyond CLBT and FOUR)? Is this pullback a buying opportunity?

Q: Completely ignoring CELH's past - just looking forward - how attractive is this company's present valuation? I'm trying to gauge it based on its long term forecasted growth (i.e. present P/E and P/S). Can you comment on PEG? How do these metrics, and any other, compare to a typical company with a similar market cap and projected growth?

Q: What do you think of the recent quarterly results?
Thanks

Q: Would you be comfortable with owning a full position in both Nvidia and Broadcom?

How much overlap is there between their separate businesses?

Q: Hi 5i
What is market expecting from panw earnings today, Thursday and would you be comfortable holding going into earnings?

Who are their main competitors and where would you rank them in comparison.
Would 5i be interested in them and at what price ?
thx