Investment Q&A

Q: Have owned ENGH forever and enjoy the growing dividend but looking at the the ten year chart I shake my head and wonder what's wrong. With its balance sheet strength etc why is it so flat and going nowhere? Is this a management problem, industry issues? Could I get your opinion on this? Would you replace it and with what? Thanks

Q: Do you know if there are any ETFs available that are mostly if not all made up of AI and Robotics companies.
Or ETFs that have the most exposure to AI and Robotics….thank you

Q: Hi.What is your opinion on HAI?
What percentage does Evertz still own in HAI?
You think with military spending going up HAI could benefit?
Also is there still a big chance that ET will takeover HAI?

Q: Hi 5i
Is it the business these guys are in or is it just the people can’t get a success fire lit under this company and stock?

I don’t know what my total return is since buying as a 5i stock years ago, but I’m clearly not a great allocator of capital. This selection did offer income but at the cost of share price.

Analysts are finding positives but year over year things are just blah.

If they sold the business to large US Tech player, would it fetch much more than current share price?

Thanks

Q: PCT Can you give me your opinion on PCT (on nasdaq) now and going forward

Q: Have you lost some confidence in CLBT? I noticed you stated that you’ve been disappointed in the company in some Q&A’s. Would you hold it or sell for another stock? If selling, what would you replace it with?
Thanks

Q: QS's share price is up 17% today. Today they "...announced a major milestone in the scale-up of its production capabilities:..". Not sure if the announcement warrants the share price bump-up. I am finally positive, having bought shares on the way down.
My question...Is the company getting de-risked with this announcement? I ask because I am contemplating buying more shares. My weighting is under 1% currently. Any thoughts you have would be appreciated.
Regards,
Jim

Q: Hi, do you have any explanation why topic is being steadily dropping since around June 4th? Thank you

Q: What do you think about the announcement of the CEO of this company possible selling a large number of shares?

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

Q: On semi-conductor chips, I already own NVDA (since 2023). Considering adding another with your help.
I really don't see chip demand letting up anytime soon (Ai, robotics, autonomous vehicles, cellphones, IoT, etc).
With TSMC opening mfg plants in Arizona, maybe some of the geopolitical risk is tempered now.
Is QComm the dark horse?

THX.

Q: Hi 5i - with the upcoming NATO meeting and anticipated desire for countries to increase their defense spending, which US and Canadian companies are best positioned to benefit in the next few years?

Thanks, Neil

Q: Time to buy back LSPD TSX/CA Lightspeed Commerce Inc.

Thank you.

Q: Thoughts on ACM Research for a long term hold, is it more investable now since the last question from Dec 2024?

Q: Can you recommend stocks which might take advantage of large battery technology such as for utilities and renewable energy?

Does anyone have moat like advantages within this area?

Or, is there a more subtle play here?

Thanks

Q: Here are two stocks that well performed since the last weeks. In view of rebalancing somewhat a portfolio, do you consider it's a good time now to envisage some trimming, or do you think the momentum has a good probability to be continued on the mid term?

Thank you very much in advance

Q: What is your opinion on DXID (Dynamic Active Innovation and Disruption ETF) for the aggressive side of a portfolio? Do you have other options that you prefer in this space? thx

Q: Is there a relationship between Geotab and Descartes, and if so what is it?

Q: What do you make of the whiplash performance of this stock!
I understand the stock was not included in the index but this is unreal.
Is there a news I am not seeing?

Q: I hold all these tech stocks as part of a well diversified portfolio with weightings below. Tech stocks are 25% weight in my overall portfolio. The issue I'm having is determining how many to hold in this sector and what weight to allocate each. All new names that I see on my potential watchlist with high growth seem to be all tech names as well (CRWV, CRCL, SRAD, GENI, RDDT, etc..) but I'm hesitant adding more tech if my holdings are already high quality unless one of them is dragging its feet. I'm trying to balance between holding long term compounders like CSU, LMN, TOI vs high growth shorter term names like NBIS, VRT, CLS that are benefitting from AI tailwinds which could turn quicker. Do I hold 5 companies at 5% or 10 companies at a mix between 2%-5%.

Do you see any overlap here in names that could be combined? If you had to rank these names based on growth and risk/reward, what would they be currently for the next 5-10 years? What is the high level process you go through when trying to determine between candidates for a sector? Thank you!

Constellation Software Inc. 5.60%
Lumine Group Inc 5.04%
Shopify Inc 3.02%
Crowdstrike Holdings Inc 2.20%
Topicus.Com Inc 2.17%
NVIDIA Corp 2.07%
Cellebrite DI Ltd 1.58%
Vertiv Holdings Co 1.41%
Celestica Inc 1.32%
Descartes Systems Group Inc 1.00%
Nebius Group NV 0.39%