Q: Hello,
Could you comment on most recent Roku earnings?
Many thanks

Stephane

Q: So many members ask questions where they ask you to rank a number of companies which they suggest. Let me change that up a. bit. Please rank the top 10 Canadian companies that YOU think have the best chance of yielding the highest returns for 5i members In 2026. Perhaps an unfair question but I"m curious.

This was a question asked earlier which seems quite popular. Can I ask the same question for US stocks
Thanks

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.