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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: A number of your past favourites are getting crushed in the market. Based on fundamentals do you see red flags with any of these companies or do you feel it’s an overreaction by the market? Do you consider these companies Buy/Hold/Sell?

Thank You
Tim
Read Answer Asked by Timothy on February 12, 2026
Q: Of these beaten up software stocks, which 3 or 4 stocks would you choose, keeping in mind greatest return potential and not too much overlap between the picks. Thanks
Read Answer Asked by Sandy on February 12, 2026
Q: Hi 5i Team - I have a small position in Super Micro Computer but am not sure whether to add to it or sell it and use the proceeds elsewhere. Could you provide an update on fundamentals, insider ownership and your opinion on its potential going forward over the next couple of years.

If I decide to sell, is there another similar company that might have better prospects.

Thank you.
Read Answer Asked by Rob on February 12, 2026
Q: What are ai cos. are there to many to name them. which one are your favorites?
Thank you so mutch.
Read Answer Asked by Lorraine on February 12, 2026
Q: I believe and you can correct me if I'm wrong but many software names in both the US and CAD e.g. TRI, SHOP, NOW have reported fairly good results yet nobody wants to own them at least for the moment. So, if good results do not change the narrative what do you think changes this negative perception? And what in general would be a floor for multiples on some these names?
Read Answer Asked by Jason on February 11, 2026
Q: I have watched many Youtube examples where jobs can be replaced with AI, whether it's call centers or financial analysts where Claude filled in forecasts exactly as an analyst would have. What stocks would you identify as leveraging the AI technology the most in the future? I would buy Anthropic if they were public (may occur this year yet). I'm assuming Google, Nvidia, but am I missing any? For example, Propel Holdings Inc uses AI... I would think that this would make Propel ahead of the game and be a very smart investment today.
Thank you,
Kevin
Read Answer Asked by Kevin on February 11, 2026
Q: In your opinion, the Stella AI announcement of today seems to demonstrates that Constellation can leverage AI as a growth driver rather than a threat. Given that the stock is currently under pressure due to misguided fears about software obsolescence, don't you think this is proof that CSU will dominate through its proprietary data? On a 3 to 5 years horizon, isn't this precisely the 'decisive moment' to accumulate a market leader at a discount?
Read Answer Asked by jean on February 11, 2026
Q: I must have been napping or looking in the wrong direction when these guys took off.

Lots of FOMO here. Can I still play? More upside potential?

Or look elsewhere for growth?

Perhaps similar but undervalued companies in this sector?

Thanks.



Read Answer Asked by Donald on February 11, 2026
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