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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,

I thought I would pile on to what I am sure is a significant number of questions on MSFT today. Seems that the quarterly numbers were not all that bad, but clearly the data centre focus/spend, without the commensurate returns on AI, have spooked the market.

Would you see today's move as an opportunity to slowly add to an existing 2-3% position, or would you suggest waiting a few days to see if things stabilize?

Thanks as always.
Read Answer Asked by Trevor on January 29, 2026
Q: Automatic Data Processing(ADP), just came out with their earnings report can you comment quickly on how you think that went? But more importantly can you tell me how changes in interest rates affect this companies profits and what you think of this company long term in the portfolio. For the most part it looks like a great company long term can you comment on the pros and cons and WHY did it have a correction of roughly -23% since it's all time high June 6th/2025? This a screaming buy now?
Read Answer Asked by James on January 29, 2026
Q: Seasons Greetings,

1) What do you make of the recent numbers?
2) Would you buy it for a 3 year hold or will AI be nibbling away at it's breakfast, lunch and dinner?
3) If so, what sort of price would be attractive bearing in mind it seems to have pulled out of it's nose dive with a more positive 2 week chart?

All the best,
Read Answer Asked by Arzoo on December 15, 2025
Q: Good morning 5i.

I would appreciate 5i's comments on Forward P/E ratios published in major reporting entities like Globe Investor.

Are these based on consensus analyst projections of forward earnings? Do the forward earnings forecasts exclude large non-recurring transactions (that could flip a 'real' 22 Forward P/E projection into a more attractive looking 11?

In summary, what advice would 5i have on the above, and how much should one take an "attractive looking" forward P/E into consideration when thinking about a stock?

Thank you.
Read Answer Asked by Edward on December 10, 2025
Q: Groupe Dynamite released a very strong Q3 earnings report on Tuesday, with same store sales growth over 30%, earnings per share up 75% and declared a $2.30 special dividend. I have been building a position in this stock since September. What did you think of the earnings report and do you still think it has good upside potential over the next couple of years?
Read Answer Asked by Dan on December 10, 2025
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