Investment Q&A

Q: hi folks...2 n/r from Docebo dcbo/t....pre-lim of Q results, and update on company, etc....market likes both & stock up 8%....has bounced off lows at $20sh....your thoughts on company and prospects going forward....I owned and sold out when 5i did....thanks, jb

Q: I have a small amount of money to invest in a speculative stock. I have half positions in MU and NBIS. Should I top one or both of these up, or would you start a quarter position in FLY or TER? Thanks

Q: Hello 5i
I have owned NVDA for many (thank you!!) so I’m aware of their business.
My question is: has NVDA now grown into a plodding large cap with somewhat muted annual share price gains? I guess I’m used to 50-100% annually. What do you see going forward?

Q: How would you evaluate HON on those 3 points : dividends safety , growth potential VS edge AI, and current share price ?

Q: I have seen a lot of recommendations for CSU. I have CSU in my TFSA with a gain.
I have LMN in my TFSA with loss, i am thinking of averaging down.
Is there a big difference between the two companies and which will be better to add to?

Q: Using the baseball analogy in what inning would you say we are in as far as the buildout of data centres? With what's going on in our crazy world, would you say the build out will slow down or speed up over the next year? Finally, what would be your top 3 picks 5i investors should own if wanting to participate in data centre buildout? As always, thanks for your valuable guidance.

Q: Given the AI threat to software, both OTEX and TRI are down about 40% in the past six months. What is your assessment of the rebound potential of these stocks? If you were holding OTEX would you switch to TRI and vice versa? Or would you hedge your bets 50/50 and hold both?

Q: In light of the significant drop in price and the potential of its bottoming out, how would you now rate VitalHub Corp.

Q: In the past you said you like NBIS better than IREN as it is higher quality and further ahead, etc. Now that NBIS stock has way outperformed, ATHs and possibly overbought/consolidating, does IREN stock have good investment potential or do you still prefer NBIS at these levels?

Q: Wondering if you have any updated thoughts on CRDO after its recent bounce - still worth buying? What do anticipate for future returns?

Q: I sent this Q on April 9 but perhaps it was missed, hence the resend. "Question on PANW vs CRWD post-Anthropic Launch.
I’ve noticed a sharp 'gap up and give back' over the last 48 hours [Apr 9] in both Palo Alto Networks (PANW) and CrowdStrike (CRWD). Initially, the market cheered their inclusion as founding partners in Anthropic’s 'Project Glasswing,' but today they are seeing a significant drop—seemingly on fears that Claude’s new autonomous security capabilities could eventually disrupt incumbent vendors.
1. Do you view today’s drop as a valid structural concern regarding AI-driven disintermediation?
2. Which of these two do you feel is better positioned to integrate 'agentic AI' into their platform without eroding their existing moat?
3. Looking at current valuations, does it make sense to harvest a tax loss in PANW here to rotate into CRWD? Or would you sell and deploy proceeds elsewhere, given the current uncertainty in software businesses? :ao:

Q: Hi,

If I own CLS (1/2 position) and MU (1/2 position) already, would there be too much duplication to take out a 1/3 position in VNP as well?

Thanks very much, Michael

Q: Please can you give me your opinion of OTEX. I am thinking of buying it. Thank you

Q: Can you explain the recent difference in sentiment opinion on MSFT from negative to positive?

Q: Hi All at 5i! I am just curious abut your thoughts on D wave quantum inc as to its profitability and future prospects .
Thanks,
Tamara

Q: This NYSX, Technology ETF inception date is March 25, 2026 so it has a very low AUM at the moment. IMO the fee is reasonable at approx. 0.09% in the 3 versions. As part of the investing strategy it uses P/S ratio. Does this mean it gives a higher weighting towards technology stocks that appear cheaper? If I was interested in purchasing the NYSX:US version. How would you suggest I do it since the trading volumes are very low and the bid/ask spread likely high? Many thanks for your advice.

Q: Please give me your opinion on WULF. Good time to buy? Thanks!

Q: With the quick change in the market, I feel like an idiot. On the days when things were tanking I was very nervous and didn't really add to any positions. When a growth stock goes from very high to so low it is hard to add more or start a new position. Any wisdom on this? Five that corrected a lot and are now catching a bid. What is your order of purchase for TFSA?

Q: Tsla dropped from a high of $498.83 in Dec,2025 to some $$342 low before rebouning to current $391.95.SpaceX the biggest Ipo in history is debuting soon..Thinklng of adding to my small position.Your opinion please.Txs for u usual great services & views C White like P Hodson & R Modesto was great on Market Call.

Q: Would you add at these levels or wait for any dust to settle?

A reason please. Also, can you provide a management rating/growth rating/risk rating, 10 being the highest for each ?

Thank you