Investment Q&A

Q: Why are these 2dropping so much? Thanks!

Q: Can I have your opinion on this recently IPO company.

It seems to be reaching all time highs every day.

Thank you

Q: I am watching stocks like coreweave (CRWV) and I'm curious about the IPO market. In the lifetime of the IPO market, when is there a bigger flood of them and when does the release of initial public offerings slow down. How does one catch a good one? By looking at the supply/demand market of their product, how they did as a private company, who is invested in them with a great track record of calling the right shots when it comes to future winners....does 5i research look at the pre IPO market? Or do you just wait until a company comes out and establishes a track record with quarterly earnings? So how do you pick a future winner that might become a Magnificent 7. Do you have any picks that have IPO'd in the last 5 years or coming up that you think will hit it big time?

Q: MAAA Any thoughts on Mackenzie AAA CLO ETF Trust Units? Would it be a good addition to a fixed income portfolio?

Q: Can you please give your input regarding new MIX ETF from Hamilton.

Thanks for the great service

Q: Any impressions after a few days of traading??

Q: The Cerebras IPO, that has been delayed since last year, looks very interesting. I wonder if 5i has a view on if/when it will happen and considers it attractive.
Having spent some time working on wafer scale integration, it is a far more complex and challenging problem than they make it sound like.
Appreciate your insight, Peter

Q: TRAC has developed an AI model to predict startups most likely to become unicorns in 2025. The model identifies 30 new startups with a one-in-five probability of achieving unicorn status.

Notable startups on the list include Amplify, Anrok, Beacons, Beehiiv, and Canary Technologies.

Any one's you would be interested in to buy?

Thank you.

Q: I would appreciate an updated opinion on Groupe Dynamite. Thanks!

Q: If you hear that a private company may go public how would you keep an eye on this to see when that happens?
Thank you
Margaret

Q: Hi,

What do you think of buying Cerebras stock pre IPO? Do you have an opinion on Hiive for that purpose?

Thanks

Rajiv

Q: Can you comment on the Service Titan IPO? TTAN is the ticker I believe

Q: Can you please look into the new IPO GRGD? What are your initial thoughts on the company? How do the valuation, margins and growth numbers look compared to ATZ and other fashion retailers? Thanks.

Q: I would appreciate your opinion as to whether the $20 pricing of the new IPO Groupe Dynamite (GRGD) issue is attractive. Thanks!

Q: Groupe Dynamite Hi - would like your thoughts on this IPO - is the valuation reasonable and what is the growth expected? Fashion stocks tend to be very volatile- would this be of interest?

Q: 2nd try at this one too. Do you have an opinion on south bow?

Q: As you noted in a previous question, Amentum Holdings was spun off from Jacobs Solutions. From your response it appears you are positive on Jacob Solutions.

My question is what to do with Amentum Holdings. Is the stock worth holding?

Thanks

Q: Brookfield to invest up to US$1.1-billion in sustainable fuels provider Infinium....hi I cannot seem to get info for Infinium.. can u provide some info re investing in the company and the symbol for trading thanks...Maureen

Q: If discussing investing in companies pre-IPO is within the scope of 5i please make general comments on such a strategy and investing in Anduril in particular. The company appears to be an established leader in military drone development and is anticipated to go public within the next few years. I am not sure how one goes about participating pre-IPO, but a web search came up with investing via a company such as Forge as an option (presumably for a fee). I meet the criteria but am hesitant to proceed.

Q: Greetings 5i,

My portfolio is well established with many blue chips and large cap tech companies. However, I keep a small seperate portfolio for interesting "moonshots" and I recently I took a small intial position in OKLO, small nuclear reactors, for a 5-10 year hold.

What are 5is houghts on OKLO?

What is Sam Altmans involvement?

additionally..

SEC FILING for OKLO STATES ".... Peter Thiel are the members of the investment committee established by Mithril II GP".

What is Thiel's involvement?


Thanks for the help over the years :-)

Cheers!