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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: Hi 5i Team - A year ago Micron was trading at $78. It is now trading at $668, almost $600 more a share. Do you feel that the fundamentals warrant this increase, or is there is a bit of FOMO working here. I realize that the market is quite unpredictable lately, even more than usual, but am interested in initiating a small position.
Thanks.
Read Answer Asked by Rob on May 07, 2026
Q: These 3 have been rocketing to the moon as of late, is it time to sell and sit back and wait for a consolidation before re-entering these names?

Thnx for the great timely advice
Dave
Read Answer Asked by David on May 07, 2026
Q: Dear Peter et al:

Your answer to Judith on April 12 2026 was so prescient! At that time I thought you were "irrationally exuberant"! :) Little did I know that your call was uncanny! Spitting distance from 200 that you predicted just 3 weeks ago. I am glad that I held on to my stocks!

Are you going to revise your price target?

An AMAZING call.
Read Answer Asked by Savalai on May 07, 2026
Q: I’m planning to reduce my Five Below exposure from 11% to 8% to manage position sizing. I am evaluating ADP as a replacement, given its historically low P/E and Dividend King status. Is this a logical entry point for ADP, or are there other U.S. equities I should consider instead for growth. Thanks
Read Answer Asked by jean on May 06, 2026
Q: I know your opinion is often conservative and you don't like to jump to conclusion too early but with these 3 stocks down today because of the earnings from TOI and LMN, do you think this is a small sign what everyone was saying all along about the software stocks?

thanks
Read Answer Asked by Herm on May 06, 2026
Q: GOOGLE, VRT and CLS need to be trimmed as they now between 15-18% each of my portfolio.

I want to trim them to 10% and reinvest.

I want to invest into other high growth stocks. In what order would you buy BE, GEV, MU and KGS if they are worth buying today for a 2-3 year hold? Do you have other recommendations? I am looking at both Canadian and US stocks.

Thanks
Read Answer Asked by V on May 06, 2026
Q: What is the main stock valuation driver for Constellation Software, and can you please provide a sense of the trend? For example, if it’s free cash flow, then please provide the annual percentage change for each of the past three years, as well as the year-on-year percentage change for the discreet fourth quarter - 3 mos - of 2025 (since Q1 2026 is not yet available).

Additionally, has the compression in PE ratios of software companies translated into more acquisitions for CSU and acquisitions at more advantageous valuations?
Read Answer Asked by Al on May 06, 2026
Q: Hello 5i,
Please rank the above stocks for growth over the next 2 years.
Thank you
Dave
Read Answer Asked by Dave on May 06, 2026
Q: This has a 4% weighting, and I have held it mostly for income purposes since retirement in 2018. I have never been really compelled to be overly worried about its dividend payouts at different levels, quarterly. However, the last payout was very low at 0.0957. Can you see why it was such a drop, and if it indicates a change in their payout plans? As always, thanks for your fine service.
Read Answer Asked by James on May 05, 2026
Q: Palantir seems to be lagging many other tech names recently. What is your view on Palantir and do you see this as a buying opportunity? Or are their other names you prefer?

Thanks
Tim
Read Answer Asked by Timothy on May 05, 2026
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