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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: Would it be possible for this group to be taken private with the low valuation of the stock?

Thx
Read Answer Asked by blake on March 12, 2026
Q: Greetings 5i, I know that Sylogist is not high on your list right now although in the past 5i has been favourable toward the company. However, can you please provide your analysis of and opinion on the ongoing shareholder activism. Is PenderFund a credible entity? Is OneMove a credible entity? Neither one? If you were a shareholder what side of this battle would you land on and why? Thank you.
Read Answer Asked by Barbara on March 12, 2026
Q: hello 5i:
I've held CRM for a number of years and have a good gain on it, albeit nowhere near what it was. I am content with the amount of tech in the portfolio overall, but am a little light on consumer.
The question, realizing that SHOP is not purely a tech play: do you see SHOP as having a better return forecast than CRM? Can you elaborate?
thanks
Paul L
Read Answer Asked by Paul on March 11, 2026
Q: Dear Awesome team:

A different type of a question on the most frequently mentioned stocks on 5i !

Please "Don" your fancy Technical Analysis "Fedoras" !! Are we seeing clear signals of "Trend reversal" on one year daily charts?
Read Answer Asked by Savalai on March 09, 2026
Q: SaaS and Software Companies at Risk

The software sector has taken it on the chin in the last few weeks based on the "AI will eat software" theme.

In my opinion, you buy software companies that own things AI cannot generate or scrape.

Therefore, the survivor software companies should have two broad “moats” in the new AI age:

1. Data that is unique and private. If an AI can't get the data elsewhere, the value of this data increases.

2. Regulation. Hospitals won't switch to a chatbot that isn't FDA-approved. Same for governments.

Therefore, I wondering which companies will likely face challenges while others will thrive in this new world. I offered a few below, but please feel free to jump in or revise:

Thrive - For example: CSU, TRI, CRWD, PLTR, SNPS/CDNS, SHOP (not sure) etc.

Challenged - For example: CRM, Adobe, SAP, SNOW, NOW (not sure), etc.

Thanks 5i and Cheers.

PK
Read Answer Asked by Peter on March 09, 2026
Q: Good Morning,

I've recently read two investment articles suggesting that the memory chip rally may likely have peaked. As I hold Micron and Teradyne, I'm wondering if you can share your thoughts on the subject. Thanks very much.

Brad
Read Answer Asked by Bradley on March 09, 2026
Q: Hello 5I,

I like what I am reading about TER and your thoughts from 5I's Q&A. The stock price has recently retreated with the tech selloff, and I am looking to nibble slowly. At what price would you jump in?

Thank you as always for the wonderful commentary and the great questions posted from the 5i community. Cheers.

PK
Read Answer Asked by Peter on March 09, 2026
Q: Hi 5i - Im looking to take advantage of the sell off in tech stocks. I already own 5% GOOG, 4% NVDA, AMZN and 3% SHOP, CSU and 1.5% KXS, LMN.

Which tech stocks would you recommend to add to the current stocks?

Thanks, Neil
Read Answer Asked by Neil on March 09, 2026
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