Investment Q&A

Q: Between Ondas Holdings, Unusual Machines and Draganfly Inc., which do you see as having the best prospects for growth and share price appreciation?

Q: Gentlemen

As we approach the end of tax loss selling, which of the above companies would outperform going forward?

Q: Do you think the after hours stock price action was warranted or was it a knee jerk reaction to their results?
Is ORCL priced at an interesting level now?

Thnx
Dave

Q: Celestica is being added to S&P/TSX Composite Index Dec 22. How will this affect the stock?
Thank You
Peter

Q: Hello,
Which do you see having more upside over the next 5 years, NVDA or GOOG?
Thanks as always.

Q: Can you please advise which CYBER securities ETF would yor recommend to hold. Please share in CDN & USA ETF. Is there any equal weight ETF.

Thanks for your excellent service

Q: Please give me your thoughts on Samsara, and if it looks like a good investment for long term outsized returns? Thx

Q: Hi 5i
I have added NFLX to my watchlist due to recent turmoil (WB) bringing price down. Using 1 year chart RSI is now under 30. A few months back you suggested $115 as an entry point, what say you at $95?
Thanks and happy holidays! Greg

Q: Hello - your thoughts on this company? (I know nothing about their technology).

Q: 5i refers to Celestica as being cheaper than peers. What peers are you referring to?
THX

Q: Whar are your thoughts on Pure Storage after big drop?

Best of the season{almost}

Cheers, Chris

Q: I was wondering what your thoughts are regarding the acquisition announced today. This is Lumine's first public company acquisition and is an interesting strategic shift which could make it an even more acquisitive company. Can I get your thoughts on this acquisition and Lumine going forward.

thank you

Q: Many software stock, such as CSU, sold off hard last quarter because of concerns about disruption by AI. Now that the these companies have all reported Q3 earnings, were there indications that this fear was misplaced? Or that AI is actually improving their earnings? Or is it simply too early to draw any preliminary insights?

Thanks

Q: Do you have any information on the impact Nvidia's share repurchases are making on the float or the comany's PE? Have they cancelled a significant % of shares? Is repurchase accelerating in any visible way with the current "pause" in share price increase? Thanks!

Q: Follow-up comment re: usefulness of customer data in training AI agents, you say.... "The key of course is adapting quickly before customers even start to consider their own solutions." I do not share this view that customers with time can complete with LMN.

My point is the detailed data on vast numbers of customers within a vertical can not be replicated, and is the CSU/LMN/TOI superpower...to train AI agents specific to their customers needs. Customers could have all the human intelligence and time, but without the vast data to train the AI agent the result will be inferior.

Your reply implies a customer and LMN have equal capabilities to develop AI agents, my thesis is they are not.

All of this to ask 5i confirmation that your view is existing CSU data sets to train AI agents is not an 'essential' ingredient....and customers can 'equally' develop effective AI solutions for their business.

Q: How would you know when CSU's price action has "settled" and that it is safe to add in? What indicators would you look for?


Price today is $3321.04. Morningstar gives CSU a fair value of $3,744.01. And it is a rare event in its history that CSU's price falls below its fair value.

Would you add to it today?

Q: Your thoughts on the below is much appreciated.

I understand Salesforce developed its own autonomous AI agent - Agentforce - I heard one 'expert' describe that this is special because the quality of the AI agent is determined by the quality of 'training data' the agent is fed. Salesforce apparently had unique data sets, their agent is working and their profit is now rising. Mark Leonard (CSU) during his webcast (few months ago) to discuss AI and the CSU business family - described their depth and understanding of thousands of businesses is not easily replicated....

I seems to me that LMN is well suited to take similar advantage. Your thoughts please.

Thanks again for your thoughtful replies.
Glenn

Q: NDVA's price as of today $181.46
NCDA's fair value given by Morningstar $191.38
Given NVDA's incredible run in the past few years, I have a hard time wrapping my brain about the idea that NVDA is actually "cheaper" than its fair value.
Would you add to NVDA at this point?
I have a significant position in NVDA already so I am very invested.

Q: Why the big drop in SP. Earningd looked good.

Q: What do you make of Michael Burry's comments about there being an AI bubble? Thanks,

Jason