Q: If SABR is a company CSU is looking to buy/takeover, would it not make sense for retail investors to also buy SABR? Perhaps not even for the takeover premium, but doesn't this mean CSU believes that SABR is undervalued?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I have done well with GOOG and will continue to hold it. MSFT is down 27% from its high. Would you sell some GOOG to purchase MSFT now?
Thanks for all your help,
Mike
Thanks for all your help,
Mike
-
Constellation Software Inc. (CSU $2,936.00)
-
Constellation Software Inc. Unsecured Subordinated Floating Rate Debentures Series 1 (CSU.DB $117.50)
Q: If you had a choice which would you prefer to purchase right now, CSU or CSU.DB.
Thank you
Gord
Thank you
Gord
Q: What does the market expect from these 2 next week?
Thx
Thx
Q: I own CSU, TOI, and LMN. What are your thoughts on the selling LMN to buy CLS for better long-term growth?
Q: Does Ayar Labs have a call sign? My phone shows its call sign as AYARZZX "Ayar Labs - Company Level" on the NASDAQ exchange and indicates trading since December 2025 but RBC doesn't seem to recognize the company. I believe NVDA & AMD are so called strategic investors. It seems their chips use fibre optics instead of copper which may help reduce costs, as silica may be less expensive to make compared to copper. Fibre cabling may also generate less heat buildup and so demand less cooling. Any thoughts you have would be appreciated.
Regards,
Jim
Regards,
Jim
-
AeroVironment Inc. (AVAV $224.99)
-
Kratos Defense & Security Solutions Inc. (KTOS $90.83)
-
Draganfly Inc. - Common Shares (DPRO $8.84)
-
Red Cat Holdings Inc. (RCAT $15.13)
Q: Hello, can you comment on these drone makers? I know DPRO is very small but is Canadian. Otherwise, between KTOS and AVAV, what would be your pick today and why? Thanks.
-
Amazon.com Inc. (AMZN $213.96)
-
Alphabet Inc. (GOOG $306.82)
-
NVIDIA Corporation (NVDA $184.63)
-
Vertiv Holdings LLC Class A (VRT $272.87)
-
Nebius Group N.V. (NBIS $96.24)
Q: I own NBIS shares and continue to hold with the thought that the market is not either recognizing or giving credit to the company for the expected surge in revenue and hopefully earnings growth in the coming 12-15 months. Do you continue to support this premise?
Also what are your thoughts on this company as a takeover possibility? Who might be interested and why?
Also what are your thoughts on this company as a takeover possibility? Who might be interested and why?
-
Corning Incorporated (GLW $137.70)
-
Keysight Technologies Inc. (KEYS $289.86)
-
Qnity Electronics Inc. (Q $115.72)
Q: Hello 5i,
Could I have your assessment of these stocks; Q, KEYS, GLW.
Thank you
Dave
Could I have your assessment of these stocks; Q, KEYS, GLW.
Thank you
Dave
Q: Dear Peter et al:
I am long term holder of CSCO. I have made decent profit. Sometime ago to my question, you mentioned that it can be held still didn't see any problem with it.
But more recently I am hearing rumblings that ANET is better suited for AI going forward? Should one switch? It is in my Regd a/c. So, no tax implications.
I am long term holder of CSCO. I have made decent profit. Sometime ago to my question, you mentioned that it can be held still didn't see any problem with it.
But more recently I am hearing rumblings that ANET is better suited for AI going forward? Should one switch? It is in my Regd a/c. So, no tax implications.
Q: The most recent quarter seems to be quite positive in terms of growth and profitability trajectory - how would you assess the quarter and does this confirm a rebound for the stock or reconfirm worries?
-
NVIDIA Corporation (NVDA $184.63)
-
Celestica Inc. (CLS $367.62)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $174.91)
Q: Please rank nvda,shop and cls for total return and risk over the next 18 months. Thank you
Q: I understand NVDA is putting 2Billion each into both COHR & LITE. I’m happy with COHR, up almost 400% now at a 5% weighting. Probably should start to look at selling some to keep the weighting down. Is LITE investable with its 220 P/E? One other question is NVDA getting shares for their 2 Billion?
Jim
Jim
Q: With all the beaten down stocks that are assumed to be "doomed" by AI (i.e. SHOP, TRI, etc.) what are your top 2-3 buying opportunities for an investor with a 5+ year investment horizon?
Q: Hi, trying to figure out this market with AI and all that factors into it is challenging (for me). I have DSG which have a big loss on in my TFSA.
Thinking of selling it and buying equal amounts of WSP, BN and SHOP, which I already own.
Question is wait it out with DSG it is a great company, or in your opinion the the other three will look better in 5 years. Thanks.
Thinking of selling it and buying equal amounts of WSP, BN and SHOP, which I already own.
Question is wait it out with DSG it is a great company, or in your opinion the the other three will look better in 5 years. Thanks.
Q: Does it look like they may have turned the corner.
Q: What is your opinion on this ETF for Data Centre Infrastructure companies ?
Are there any other better options ?
Thank You
Are there any other better options ?
Thank You
Q: Morning 5i Team,
Please comment on the volatility of VRT yesterday (it was slightly down when the closing bell rang). Also would it be a buy, hold or sell going forward?
Thanks again for the great work.
H
Please comment on the volatility of VRT yesterday (it was slightly down when the closing bell rang). Also would it be a buy, hold or sell going forward?
Thanks again for the great work.
H
Q: Greetings 5i, may we please have your updated opinion and analysis of Block, particularly in light of Q4 2025 results and the announcement on workforce reduction. If you held the stock would you add? Is it a buy? Thank you.
Q: Can you provide your comments on the growth profiles, historical and in the next few years, for both of them?
Which one of the two would you side with today, if growth and valuation both are equally important. Suggest if you have a new name instead.
Which one of the two would you side with today, if growth and valuation both are equally important. Suggest if you have a new name instead.