Investment Q&A

Q: Can you please tell me what the status of DND is and what we should be doing as shareholders

Q: Further to the question asked by Clarence last January 20th on Constellation Software (CSU) & cos. (Lumine Group and Topicus), I’ve been doing research on Adobe (ADBE) to determine if it might be a worthwhile investment at this point in time.
Like CSU & cos, ADBE shares have declined significantly since generative AI became a “thing”. However, unlike CSU & cos, ADBE has been quick to integrate AI into its product portfolio, namely with its Firefly applications and its partnerships with leading AI ecosystems including Open AI and Google Gemini. Yet, despite these aggressive moves and a fair number of positive analyst reviews, ADBE’s share price continues to slide into deeply undervalued territory. Morningstar gives it a 5-star rating.
My question is this: if, despite Adobe’s considerable efforts to provide its customers with solid AI-related solutions, its share price continues to fall, how confident are you in the future direction of CSU & cos’ share prices? I understand that they are not deeply into public relations but even if by miracle they were to reveal how much effort they are putting into incorporating AI into their services, in what way would the outcome be any different from what is happening to Adobe’s share price?

Q: Why the steady down trend? Is it time to sell and buy amazon?

Q: I only hold MSFT for technology sector. What 2or 3 more technology stock would you recommend for a RRSP which will be converted into a RRIF in 5 years?

Thanks

Q: I have been watching Micron Technology, it has seen a lot of positive gains, is it too late to bye?
I would like to add a position in TFSA or my RRIF your thoughts and guidance are appreciated.

Q: Good afternoon,

I’ve a question on KXS that isn’t quite answered in the res ent history. I owned this stock in the past and sold out because it did nothing after getting to $200. The stock is cycling between the low-mid $100’s and $200, now ducking below $150.

What is causing the downtrend? Has this stock reached the lower threshold for a buy rating or do you expect further decline? It is getting intriguing, yet it is also frustrating.

Thanks,

Dave

Q: Could I please have you rank the above stocks in terms of must have in a portfolio constructed today for the long term.

Q: If you were to purchase today only one stock and one ETF to broadly capture the AI sector what would they be?
Thank you

Q: Would you consider TSAT a hold through it's current situation? Or if you would prefer to sell, do you have a suggested replacement?

Q: Could I please have your opinion of ONDS , do you have conviction on this company in the medium term? How would you rank it with PNG, NBIS, CLS

Q: Very good article about how topicus approach AI in their day to day projects … data and customers is the key :
https://topicus.nl/en/news-and-knowledge/from-systems-of-record-to-systems-of-action-the-new-reality-of-ai?sector=education

Q: Is AAPL a buy right now? Why is it down so much?

Q: Hi there,

Could you please give an update on RKT and what you think of their growth forecast for the 2026 and 2027? Is it a buy at current levels?

Thanks.

Q: Your thoughts on the etf MTRX.

Q: Please forgive another question about this suffering stock price. I just came across an old note that said CSU has 8 billion ownership of LMN and 8 billion ownership of TOI.
If those two stocks are also suffering, does that create a drag on CSU stock irrespective of its own earnings? Thanks for trying to reassure us all who are down so much on this one!

Q: You've discussed declines in the CSU family as a potential opportunity... Many software companies are in a similar position. NOW and INTU come to mind. What would be 1 or 2 each of your fav. Large and Smid companies suffering from a similar fate and why and do you think it's time to invest or not. We've been discussing this scenario for some time now with ADBE and waiting has proven the best course.

thx, M

Q: Anything to worry about with APP. What is driving the price down over the last month? Is this still one of your top picks?

Q: Celestica is down significantly in the last few days since the Digitimes report regarding the fact that Google's tensor processing unit servers may be assembled by another supplier. Please comment. Is this an opportunity to pick up additional shares?
Thanks..Glenn

Q: Hello Team 5i & Everyone,

With regard to the A.I. theme: If you had to pick 9 American stocks to watch that have been already running since 2023 because of A.I., which stocks would they be?

Nividia & Microsoft seem obvious. Maybe VST, AVGO… Gemini provided a list, but I’d like to know what you think please.

I find that the MAGS etf is a simple way to track the big tech stocks, but I’m not sure if the SMH etf would be too specific to track the A.I. stocks/theme?

Thank you for your help!

Sandra

Q: your opinion on xbot and the space their in, MaaS machines as a service
thank you.
great service you offer.