Q: Last week Amazon reports cloud unit’s annualized AI revenue exceeds $15 billion and gets rewarded by market while SHOP gets beaten up. Coincidence? Is SHOP competitive in the cloud, or is the moat weak here?
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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: I was wanting your opinion on this fund that holds private company shares. I know the valuation is silly and the MER is high but I was wondering with SpaceX going public and that being the largest holding how will this effect the price of this fund? This funds other holdings of note rumored to go public this year Databricks, Open Ai, Kraken, if these all go public successfully how does that effect the fund? Fun money buy or stay away?
Q: Hello 5i
What is your opinion about MOAT. It is a new ETF with little track record but I would like your opinion on the strategy used to generate monthly income, safety and suitability for a retiree for safe income. Are there other ETF Canadian or US dollar denominated, with better and well established track record that you would recommend.
What is your opinion about MOAT. It is a new ETF with little track record but I would like your opinion on the strategy used to generate monthly income, safety and suitability for a retiree for safe income. Are there other ETF Canadian or US dollar denominated, with better and well established track record that you would recommend.
Q: Please review COCO
Is it expensive?
Is it a hold buy or sell?
Thank you
Is it expensive?
Is it a hold buy or sell?
Thank you
Q: May I have your comparative analysis of risk/benefit of having your assets in a bank, caisse populaire (Québec) vs fintech (like Wealthsimple)? A friend in corporate legal domain was suspicious of the soundness of fintech vs banks in Canada. She was refering to the 2008 financial crisis and implied that fintechs would be a liability for investors. What do you think?
Thank you as always to Peter and the great team for expertise that goes well beyond stock analysis.
Thank you as always to Peter and the great team for expertise that goes well beyond stock analysis.
Q: Can I get your thoughts on LMAT please. Seems to be doing well. Near its 52 week highs. Thank You
Q: Stack capital has about 28% of its portfolio in pre ipo space x .
I assume the book value of stck is mark to market . As such without knowing its cost basis for its shares how can one determine the change in book values once the ipo happens. I expect a very heavy uptake of the ipo shares
I assume the book value of stck is mark to market . As such without knowing its cost basis for its shares how can one determine the change in book values once the ipo happens. I expect a very heavy uptake of the ipo shares
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Celestica Inc. (CLS $514.08)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $150.68)
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Teradyne Inc. (TER $359.77)
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Monolithic Power Systems Inc. (MPWR $1,600.84)
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Fabrinet (FN $621.28)
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Nebius Group N.V. (NBIS $177.05)
Q: Nebius has hit 10% of my total portfolio today. What % would you par this back to? And what top 5 alternative names in sequence of priority would you consider re investment? Assume portfolio is currently diversified in a balanced manner. This would be a long term hold > 5 years.
Q: Re: Income Portfolio
What was the basis of consideration for the construction of your Income Portfolio?
I assume that you were not considering a diversified sector allocation.
Was it constructed on the basis of the constituent securities being stable, reliable in payment, and well established?
Is there a reason for not using covered call securities?
What advice would you give someone considering establishing an income based portfolio?
What was the basis of consideration for the construction of your Income Portfolio?
I assume that you were not considering a diversified sector allocation.
Was it constructed on the basis of the constituent securities being stable, reliable in payment, and well established?
Is there a reason for not using covered call securities?
What advice would you give someone considering establishing an income based portfolio?
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Martin Marietta Materials Inc. (MLM $590.38)
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Vulcan Materials Company (Holding Company) (VMC $283.72)
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CRH PLC (CRH $113.76)
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Amrize Ltd (AMRZ $52.89)
Q: I'm looking for exposure to the infrastructure/materials area. Would you think more pure plays for aggregates like VCM or MLM are preferred over CRH or AMRZ which also have construction exposure? What do you think of this idea and what would your preferred companies be? Thanks very much!
Q: Vertiv or Kinaxis for growth, which would you prefer please.
Q: How important to SHOP is this news?
""TALLINN, Estonia, April 09, 2026--(BUSINESS WIRE)--Today, Katana (katanamrp.com) announced its evolution from cloud inventory management software into the Modern Merchant Operating System, a unified platform purpose-built for product brands selling across multiple channels and locations. The announcement comes alongside the launch of Katana’s native Amazon FBA integration, the first in a series of platform capabilities designed to give multi-channel merchants a single source of truth for their entire operation.''
""TALLINN, Estonia, April 09, 2026--(BUSINESS WIRE)--Today, Katana (katanamrp.com) announced its evolution from cloud inventory management software into the Modern Merchant Operating System, a unified platform purpose-built for product brands selling across multiple channels and locations. The announcement comes alongside the launch of Katana’s native Amazon FBA integration, the first in a series of platform capabilities designed to give multi-channel merchants a single source of truth for their entire operation.''
Q: Hi - what do you make of a transport like TFII moving up strongly despite gas prices rising in step? Would you be a buyer here?
Q: Typical Canada/BC that they pulled approval for Chem trade to produce sulphuric acid right at the time of a major global shortage and when the need for a North American supplier is critical.
Is the 17% drop today about right based on this news? What do you think the chances are this get overturned? I recently bought after looking at the macro situation and need to decide whether to drop and move on or if there is recovery potential. Given that Vancouver and BC is involved this could drag on for years, no?
Is the 17% drop today about right based on this news? What do you think the chances are this get overturned? I recently bought after looking at the macro situation and need to decide whether to drop and move on or if there is recovery potential. Given that Vancouver and BC is involved this could drag on for years, no?
Q: Would Telus and BCE be considered good entry points for cash flow with minimal growth potential? They seem to be very out of favour currently.
Q: Can i get your thoughts on ZETA please? Buyable here?
Thank you
Thank you
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Booking Holdings Inc. (BKNG $165.93)
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Canadian Natural Resources Limited (CNQ $60.89)
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ARC Resources Ltd. (ARX $30.58)
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Celestica Inc. (CLS $514.08)
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Hydro One Limited (H $58.76)
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Aritzia Inc. Subordinate Voting Shares (ATZ $148.35)
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Kraken Robotics Inc. (PNG $6.96)
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Vertiv Holdings LLC Class A (VRT $339.97)
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Robinhood Markets Inc. (HOOD $77.03)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.38)
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Nebius Group N.V. (NBIS $177.05)
Q: I asked question last Sunday past regarding top 6 sectors (in order of preference complete with top 2 picks in each sector along with reasons behind the picks again everything in order of preference please. No sure what happened but no answer was given...thanks
Q: What are your expectations for this company? What would be a good entry point?
Q: Your thoughts on this deal to acquire Secure,would you buy this here and if they are paying for 80% of this with shares ,would you consider this a pretty big bite to digest what do you see this stock doing in the short term(1-3 months)THANKS
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Cameco Corporation (CCO $159.98)
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AeroVironment Inc. (AVAV $168.29)
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5N Plus Inc. (VNP $37.60)
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Arista Networks Inc. (ANET $141.77)
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Neo Performance Materials Inc. (NEO $29.08)
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Vertiv Holdings LLC Class A (VRT $339.97)
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Ondas Inc (ONDS $9.06)
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MDA Space Ltd. (MDA $47.26)
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Telesat Corporation Common and Variable Voting Shares (TSAT $74.90)
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CoreWeave Inc. (CRWV $114.15)
Q: Good morning 5i,
Enjoyed the BNN segment as always.
Which current US stocks are in the midst of hot momentum with room to carry. Such as NBIS. Ones preferable with reasonable balance sheets and worth holding on a fundamental basis. Add to my momentum portion of my portfolio.
Thank you.
Enjoyed the BNN segment as always.
Which current US stocks are in the midst of hot momentum with room to carry. Such as NBIS. Ones preferable with reasonable balance sheets and worth holding on a fundamental basis. Add to my momentum portion of my portfolio.
Thank you.