Investment Q&A

Q: What are your thoughts on Haivision? The 4th quarter results released on Jan 14th looked very strong, and the company turned a nice profit, with good revenue growth. The stock has increased about 60% since then. Is it worth a speculative buy here, or better to wait and see another couple of quarterly results?

Q: Hi There. Please correct me if I am wrong but I understand that Google, Microsoft and Amazon are stake holders of Anthropic. Can you please tell how much % ownership they have in Anthropic? Do you think this is a reasonable way of getting exposure to Anthropic? If yes, which stock if any would you purchase? Many thanks.

Q: Hello Team 5i & Everyone!

I occasionally listen to Lance Robert's posts. Today was one of those days and anyone worried about the software sector may find part of this video interesting to watch. He answers a question from his audience about A.I. and the sell off in software stocks at the 15 minute mark approximately.

https://x.com/LanceRoberts/status/2019017021019894158?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet

Thank you,

Sandra

Q: What ETF can you recommend that focuses on the tech giants but does NOT sell covered calls?

Q: Unless I am mistaken, I believe that CSU only reports GAAP earnings, yet every website I check seems to list their "adjusted" earnings. If this is in fact the case who exactly decides on these adjustments and comes up with the adjusted EPS figure?

Q: Hello Team,
Is SHOP a buy today for two year hold?
Many thanks!

Q: Tech stocks have been taking a beating recently and QMAX is feeling the pinch, down ~18% in the last three months. What price would you suggest as a good entry point?

Q: I have 8% cash in my portfolio after I sold all my CSU in December. I would like some suggestions as to what AI related stocks to purchase.

Q: With tech stocks taking a beating is it best to sell NBIS now or hold?
Thanks

Q: What are your thoughts on buying NVIDIA stock today?

Q: If I am correct in my thinking, CSU grows primarily through acquisition. I remember hearing that their pipeline was huge with respect as to the number of opportunities. Perhaps those opportunities are now way cheaper and they can acquire good companies at much lower valuations.
Trying to find something positive here.....

Q: Good morning.

Yesterday software stocks took a hit following an announcement from Anthropic that it was launching a new artificial intelligence tool servicing legal work, broadly threatening software firms. Private credit stocks, including Blue Owl and TPG, declined on fears over AI disrupting the software industry.

I know you still like CSU, but I am now down ~ 25-30% since purchasing late last year. Thoughts on still holding?

Thanks as always.

Q: Hi 5i Team - With the continued downward trend of these three companies, do you think it is still now all AI fear related, and if so is there a chance some of these fears are legitimate. I think you have stated that fundamentals remain the same. Have there been any announcements from CSU, TOI, and LMN supporting their businesses and attempting to reassure investors over the past several months.
Has there been any insider buying or selling over the past half year.
It seems that Lumine may be getting hit the hardest of the three. Would that be your opinion as well.
If trimming positions in these three stocks, in what order would you do it and would the reverse hold true if adding.
Thanks.

Q: What is your take on the Zonal acquisition by Volaris? With over 700 employees and a presence in more than 16,000 sites across the UK, it seems like a major move to consolidate their leadership in the hospitality VMS sector. Also, do you think artificial intelligence could significantly impact negatively or positively the product roadmap for this type of business?

Q: I've owned XIT for a very long time and it has performed extremely well. Using your charting system, I have tracked it against QQQ and it is amazing how you can virtually lay one on top of the other over multiple time frames (especially 3 years and 10 years).

It is only in the last month that there is an obvious change. XIT has plummeted since the start of 2026, while QQQ has roughly held it's own.


XIT is comprised of 10 stocks, with SHOP at 25%, CLS at 24%, CSU at 23%, GIB.A at 12%....totalling roughly 85% of XIT.

Reading up on these four, I think I can paraphrase the 5iR answers as: SHOP-no major concerns, CLS-no concerns at all, CSU-should be ok in the long terms (unless AI is indeed a major disruptor to the software subset of technology, GIB.A-should be ok, but not exciting. My apologies if I got this wrong.

For asset allocation purposes, I added funds to XIT in late December and early Jan around the $80 level (this is after trimming at $86). So if I liked XIT at $80, I should really like it in the $60's. I have more funds available to add to XIT, but I am very proud of my latest action this week or so....just sit on my hands and do nothing.

I like buying when the proverbial "blood is running down the street" and could easily top up now. However, we may now be looking at some capitulation...not sure? I also look at the old expression that after a parabolic rise, the stock could easily settle by 1/3 to 1/2.

Do you have any advice as to when to deploy new funds into XIT? Should we wait until CSU reports in late-Feb? Are there other factors to consider.

Thanks.....Steve

Q: hello, trading sideways and slightly down

looking for an entry point for a 3 years hold
a partial position to add later on
thanks for your help
have a good day

Michael

Q: Hello team,

If you had money only for one, which one would you buy today and why? I wanted to buy SNDK but I have burn before when a stock grow exponentially. SNDK has gone up by more than 2000% in the past 200 days!!! Is this justified? Do you think there is more room here and the stock makes it to $1000/share in the next 200 days?

As always, thanks for all your input and investment insight! :)

Q: Over the last few years OTEX has bottomed out @ +/- $35.00 several times. Each time it has regained ground and reached the mid 50s or higher. There is currently a decent dividend of 4% so you get paid to wait. It seems to me that OTEX is a reasonable candidate for a swing trade. In the past 5i has made a few positive comments but has mostly remained unimpressed. Does OTEX have some fundamental problems and do you think the dividend is secure?

Q: It’s been a massive day for Constellation with the acquisitions of both Symplicity and Zonal being announced. Given the scale of these market leaders, how significant do you think this day is for CSU’s 2026 growth strategy, and do you see this volume as a signal that they are accelerating 'large deal' deployments to capitalize on the AI shift? I’d love to get your take on whether these additions—with their vast datasets in education and hospitality—align with the goal of improving long-term margins through AI-driven software optimization

Q: To clarify the answer you provided to my question yesterday, did you recommendation of this company come before or after the report of a pending investigation? With news of the investigation, would you still recommend SMR as a high risk/high reward play?