Investment Q&A

Q: Hi there - after the nice pop in CLS, would you add new money to it today? Or wait for it to settle a little lower? What would present a good entry point (if not at today's prices)? Thank you!

Q: I have no exposure to crypto currencies but I am intrigued by various forecasts of major future price gains for Bitcoin and other products.
I would welcome your thoughts on how to approach this subject, suggestions of online references I can read, which stocks and/or ETFs to review and your overall advice on how to maximize returns while limiting risk.
Many thanks for your ongoing great service.

Q: Can you comment on the recent earnings?

Q: Good afternoon 5l
Nvidia seems to be pivoting to AI factories, as they call them. Could you provide a few names of companies which will likely profit from this turn? Perhaps also with a brief description of why you find them interesting.
Thanks

Q: Hi 5i,
Thank you for your answer to my question about LMN the other day. I have one (perhaps two) more:
Does LMN acquire public companies, or does it restrict its acquisitions to those in private hands?
If LMN does acquire public companies, do you think Sylogist would be a potential or likely target?
Thanks 5i,
Peter

Q: I just saw the spike in CLS stock price today. I’ve been looking to buy but never did. Do you think it’s still a good time to buy or wait?
Would you sell all or some of NBIS or CLBT to buy CLS?
Thanks

Q: What are your thoughts on Figma? And what would a reasonable entry price be when it starts trading?

Q: BKSY seems to be in a freefall. Any concerns or is it a buying opportunity? I purchased after the recent initial 15% drop and it's dropped another 10% since then.

Q: I think the CRM and NOW will benefit from AI agents.

However these stocks are not performing well lately.

I am currently 10% down on both. Is it a good time to start DCA into them?

Q: Hi there,

QCOMM seems to be on a roll in past few weeks is there any reason why? Do you see further upside?

Thank you.

Q: After a great deal of scepticism, I have just begun dipping my toes into crypto. I have half a position in HOOD and would appreciate your advice on strategy going forward. As a balanced growth investor, how much exposure would you recommend in the crypto world? Assuming it's greater than the 2.5% currently held, how would you proceed? Thank you.

Q: Hi, is it ever wrong to own a company and its proxy? For example, KXS and DSG. Is it a zero sum game where owning both will cancel out gains? Or can they grow together? Is it advised to just pick the one you have the most conviction in, or perhaps a half position for both (in general)?

Thanks

Q: What are your thoughts on QQC and CHPS etfs ? Are there other comparable etfs that you prefer ?

Q: Please analyze the earnings and Outlook for CLS. And give us your take.

After the jump in price tonight do you still consider it cheap?

With thanks

Sheldon

Q: May I have your thoughts on the “updated collaboration agreement” between Power Co. SE (Volkswagen) and QS? It seems the agreement has expanded up to 260 million USD from 130 million. According to QS some payments will be received in 2025. It appears to me that sales are anticipated. Profits and positive cash flow are likely still off in the distance. Is the company being de-risked? The stock is down today, possibly more was expected or we are seeing “Buy on rumour sell on news” reaction. Any thoughts you have would be appreciated.
Jim

Q: I feel like I ask this question every few months, and suspect that it is a hard one to know with confidence- but here goes. The Trade Desk- it bounces up and down, recently with a drop over 50%. Does this look like a reliable bet going forward? Do you trust its momentum to continue near term? Is there an alternative you would recommend?

Thank you.

Q: What is your take on Galaxy's participation in a group investing in Bitmine Immersion Technologies (BMNR) - not in your system - earlier in July?
I hold Galaxy but not Bitmine which invests in Ethereum but I would like to know about BMNR also.

Q: What do you think about this company?

Q: Hi 5i,
Please explain what I am missing about LMN, which is a name I know you are high on, and which has obviously done well as far as share price appreciation is concerned.
When I review its numbers nothing jumps out at me as a reason to buy - in fact, the opposite: EPS is -1.73; Revenue is substantial but no earnings that I can see - in fact pre-tax profit margin is -210.10%. ROE, ROA and ROC all seem meh to me, while price to sales and price to book seem high.
If it wasn't for 5i's recommendations regarding LMN, based on the numbers I don't think I would give it a second look.
I'm not adverse to owning it, especially given that lots of others seem to want to, and are willing to pay dearly for it. But why would I -or why would anyone else? Is it solely because its a CSU spinoff?
Please enlighten me. Thanks!
Peter

Q: Since a few weeks amd seems becoming again interesting as a promising stock. Please tell me your thoughts on that and how amd would be in a better position now in view of the ai market development in the coming years.

Thank you for wonderful work you're doing