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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: Good morning. What are your thoughts on Arctic Wolf? Are there any new developments? I am not familiar with Forge Gloval or Hiive and would appreciate any information on how this works. Thank you.
Read Answer Asked by Lorraine on May 07, 2025
Q: When is SHOP next reporting? I believe it's this week but not sure. In a previous question, the general expected numbers were 26c and 2.34b. What does 5i expect? What might result in SHOP beating numbers and conversely missing? Its getting beaten down today on fairly heavy volume (Tuesday late afternoon) and has been weak the past while. Is this just SHOP being volatile or could the market know something?



Read Answer Asked on May 07, 2025
Q: My LMN has become 4% of my portfolio - bought most at $17.50 minus the amount given my CSU. I have a 5% position in CSU and virtually no TOI. Sell some LMN to buy TOI? Just buy TOI or considered myself covered by CSU? Growth investor, 10 year horizon. What would you do if it were your account?
Read Answer Asked by Don on May 06, 2025
Q: Reports on May 5 after close. Do U think it will beat estimates of eps 13 and Rev $862m.Imvariably beat estimates.A current darling that is a outformer ytd.Reportedly signed lots of contracts,both Commrtcial & Governmental eg Nato,Ice.Also partnership with Samsung.Goog, Msft,& SpaceX & Anduril to bid for "Golden Dome" etc. What is the ratio of Inst & retail ownership?Lately very voliate after reports(think more to the upside).Do U think I should trim/ sell after massive gain(p/p $22),hold or add tomorrow.Txs for u usual great views & services.
Read Answer Asked by Peter on May 05, 2025
Q: I want to like SHOP but get put-off by the (forward) P/E. MELI scores better on P/E and RoE and appears to have momentum. Then there's SE, which shares MELI's P/E but shows better RoE growth; OTOH, it's somewhat more opaque.

I can see how SHOP might stand out on the basis of its global reach (i.e., which offsets possible weakness in North America), but have to wonder if, in the new world order, SouthEast Asia is the territory for e-commerce growth; ideas?
Read Answer Asked by John on May 02, 2025
Q: Hello Peter,

I am undecided over how to handle my Constellation software holding. I have done well with it and it is 15% of my portfolio. I am vacillating between trimming some and letting it ride until there is a threat from a black swan event. You must have encountered such situations before and your opinion and reasoning may help me take a decision.
Regards
Rajiv
Read Answer Asked by Rajiv on May 02, 2025
Q: Hi 5i.

I am hoping you can answer this question, which has been puzzling me for awhile. Every day, when I look at the list of the top-traded stocks on the NASDAQ in the Financial Post, MSFT is never there. I can't understand why this would be. Is it because a huge percentage of the stock is held by institutions that simply do not trade it?
Read Answer Asked by William on May 01, 2025
Q: My mag7 holdings have only really consisted of GOOG and NVDA, is this good enough? Seeing MSFT and META with strong earnings, should I diversity more into the other holdings? If you were to rank the mag7, what would they look like? Was considering a stake in AMZN and I know they report tonight. Thank you!
Read Answer Asked by Keith on May 01, 2025