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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good morning everyone,

Has your thesis remained intact on URI? It appears to be making the turn. At a reasonable attractive entry point along with some potential catalysts in 2025.

Would this be your buy in this sector? AXON is already owned in a full position. Along with TFII on the CAN side.

Is their an industrial or similar name you'd rank above for the coming year?

Thank you.
Read Answer Asked by Adam on January 06, 2025
Q: Hello and Happy New Year 5i
I learned about SMCI from 5i and had great luck with it last year! Thanks! I stuck to my goals and sold all of my original investment to remain in the stock with "house money". I don't have any intentions of being a day trader but the timing of my purchase allowed me to double my money in about 4 weeks and that was my goal over a period of a year or two.
To my question
Smci appeared to be a profitable company supplying a huge company in a growth industry. I don't think that has changed? I heard in an interview late last year that the numbers of sales (provided by SMCI) to Nvidia were backed up by information released by Nvidia themselves.
#1 Is there anyway to find that information in disclosure documents from Nvidia?
#2 Wouldn't that information clear up many of the worries regarding the factuality of information coming from SMCI?
I'm not too concerned about the timing of the release of information if SMCI is really selling as much as it seems to the biggest player in the market.
Thanks as always for your terrific insight!
Read Answer Asked by Richard on January 06, 2025
Q: Last year, about this time you listed a number of stocks you thought could do well in the year ahead. The only one of these that I picked up was Savaria, and I’m up about 30%.

I’m now curious about your thoughts on the current valuation, and specifically on the percentage of revenue from US /international and how the cheap CDN dollar will affect SIS revenue.

Thx.
Read Answer Asked by Cameron on January 06, 2025
Q: AXON stock has been quite weak, over past several weeks, going into the close of 2024. The downtrend has continued in January, with a horrible price action, Monday, when stock opened at $605 and quickly lost another $50.

It's 5i's favorite company, and has all the right ingredients for success, AI, security, expectation of larger spending on border/law enforcement by new administration.

Why do you think stock has lost momentum and investors seem to shun the stock and sell at every opportunity ?

Stock has broken down several support levels and after reaching a high of $698, not far ago, is languishing around $550.

What is your current assessment of the Co. and is the stock still worth holding for
investors who bought at higher levels ( $625-$650) ?

Thank You

Read Answer Asked by rajeev on January 06, 2025
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