Investment Q&A

Q: SHOP had a breakdown/glitch in their system yesterday that caused the stock to tank. This is probably the achilles heel of systems like Shopify. Reliability is so important. What impact do you see it having? My take is its news today but will be forgotten tomorrow if remedial action has been taken and they assure clients and the market it's now under control. Is this similar to your take?

Q: Other than a crappy market, what happened to DTOL and why?


Sheldon

Q: Good morning,

Could I please ask for your general thoughts on this company. Earnings seemed (?) strong but it plunged. Smaller-cap, but might it be a buy/hold? All your comments necessary!

Have a good day, and thanks!

Q: Hello,

You have been a champion of DSG and less so of ENGH.

ENGH provides 5.94% dividend, might be a dividend trap??
Both are down 30% +/- 1 yr.

I would have punted DSG 6 months ago, but didn't, due to your endorsement.

Credibility is important - maybe I'm missing a subtle distinction.

And I made the decision to keep it.

Thank you
Feel free to modify my question re: DSG /ENGH to put you less on the spot. I think it was Buffett who said "if can't handle your equities dropping 50% you shouldn't be in the stock market". I can handle it, but still don't like it.
All the best

Q: I see Volkswagen has licensed QS’s latest battery fabrication process called “Cobra”. Risks persist certainly but it is a milestone achievement. My take on the company is they may make batteries for the auto industry in the US but they will try to generate significant revenue from having other world wide businesses make them and collect royalties. There is a danger other companies will try to reverse engineer the batteries so money will need to be spent protecting their patents.
It never gets easy!
Jim

Q: I would like to hear your updated thoughts on this company. I believe that it trades at a Price/Sales between .3 to .35 which seems cheap. It seems overlooked somewhat maybe?
Thank you

Q: As far as I can tell, the market worries about DSG seem to have all been tariff related. Is the impact of AI not something that is weighing on the stock valuation as well?

Q: Sold LMN for tax loss ~10 days ago and will buy back in ~20 days. Would TOI be a reasonable replacement in the meantime?

Q: I get an email from Seeking Alpha every once in a while touting various stocks and ETF's . I recently got one on GPIQ { not in your data base } with a rather glowing assessment . For brevity I will just quote their summary ......

" The Goldman Sachs Nasdaq-100 Premium Income ETF offers a compelling blend of capital appreciation and double-digit yield, amassing $2.12B AUM in just over two years.

GPIQ’s dynamic covered call strategy leaves upside partially uncapped, enabling strong monthly income and market-beating total returns compared to peer ETFs.

The ETF’s monthly distributions remain stable regardless of Fed rate changes, making GPIQ attractive for income investors in a declining rate environment.

While GPIQ carries risks tied to tech sector performance and execution, its
proven strategy positions it as a top choice for income-focused investors seeking growth. "

What is 5i's assessment of this ETF and why ? ..... Thanks for your terrific service ......

Q: hello 5i
Lumen group in Canada is up about 0.34 as I write but in the US (LMGIF) it is up over 7percent. I must be missing something. currency differences can't account for this. What am I missing?
thanks

Q: Knowing someone who works for Palantir I bought in at about 12$ in 2020. I am now seriously contemplating selling those shares for only one reason. The P/E is off the charts. I understand that there is a cult following around Alex Karp and Peter Thiel. However, does it make sense to own a company whose earnings per share are so far away from the cost of a share and where this difference only seems to increase over time.

Q: Hi 5i team,
Would you have any idea why Broadcom is so volatile? Lately it can have a range as much as $50 from one day to the next.
Thank you

Q: Hi, is RGTI Rigetti is a by now ?
thanks
Jean Guy

Q: If I were to reduce my overweight positions in a few FANGMA stocks and instead use Evolve’s TECH.U ETF for more balanced long-term tech exposure, how would you assess the trade-off? Other than the MER, are there any concerns with TECH.U—such as index methodology, rebalance schedule, liquidity, tracking error, or concentration—that should factor into the decision?”

Q: Michael Burry ( of The Big Short fame) has recently attracted much attention over his analysis and commentary on some the major AI companies. I was wondering whether you had conducted any review of his rationale and reasoning around his positioning

Angus

Q: Hello,

I've noticed in recent exchanges a renewed interest in the CSU family. For a relatively conservative investor, wouldn't it be more prudent to focus on the parent company rather than spreading capital across all three companies in the group?

Thanks

Q: Looking to add an AI stock in the next month or so to my TFSA. Is Nvidia a good one to hold for a time and if not then who?

Thanks for the service.

Q: How would you rank these for growth? I own GLXY and NBIS already. GLXY is 3.5% and NBIS 1.62% position. I could add more to NBIS or start new positions in either CIFR, IREN, HUT or HIVE. I see you recently started a new position in HIVE, but assuming you could choose between all of these companies, how would you compare or rank HIVE to HUT, IREN and CIFR as new AI/HPC plays from bitcoin miners? Thanks!

Q: Hi there

If I was going to initiate a position in ZOMD would you recommend doing it before or after earnings reporting on Friday? Would you buy in tranches like 1/3s?


Thanks!

Q: Hi,
What are your thoughts in Semtech's earnings? Mr. Market not too pleased.

Cheers, Chris