Investment Q&A

Q: 3 to 5 years
What would be a better pic.
I currently own both and I am able to top up a few shares
Both are great companies.

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

Thx

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.

Q: Do you have an updated view on CRDO? Thoughts on last quarter? Is it a buy on this pullback? If it’s a buy is it a good long term investment or how would you categorize?

Q: MDA announced that it will issue a new IPO. Wouldn't that dilute the share price? What is your opinion?

Thanks

Q: Any news which would sink CSU 5% today? NBIS/NVDA deal? Thanks.

Q: How big of a deal is this announcement with NVDA?? How does this improve NBIS future fundamentals?

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

Q: would you be comfortable buying the stock at its current price and do you see much up side

Q: Did 5i have a chance to listen to the conference call from CSU and if so was there anything of note for members to know?Also any insider buying in any of CSU or LMN or TOI? post earnings?
Thx

Q: So these companies have had real nice return in the past year. Are they the picks and shovels of the AI boom and do you see this to continue. Would you rate one over the other for a buy today? Thanks Again.

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?

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

Q: Firstly apologies to the 5i membership. I saw what I thought was a great chart in TER and then a long term recommendation from 5i. My purchase just so happens to be the start of a 20% decline. Any concerns? Do you still have the same conviction?

Q: Hello, I just realized there is an ETF covering drone makers, DRNZ. It is a new ETF, but what is your opinion of its holdings? Any other comments? Thanks

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

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

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

Q: Hi gang at 5i.....just wanted to say thank you. A few weeks back you guessed on a capitulation price on CSU. You said maybe $2,200. I bought some around the $2270 mark or so. The low turned out to be $2,196.. looks like you missed it by $4 LOL. Keep up the good work

Q: Good morning,

In AI related space, I don’t have any memory related holdings. Do you have any suggestions? Thanks