Investment Q&A

Q: Hi 5i,
Could you provide your opinion on the impact if any, of AI on cybersecurity software/companies. They can certainly use AI to their benefit, but can AI provide the same level of protection long term?

Q: Do you know the Q4 and full year reporting date for CSU? I believed it was to be today after market close but can find no notice in their IR website.

Q: If one has a full + position - approximately 8% - in NVDA do you see any reason for also having a position in CLS (either Canadian or U.S.) , and if so, why ?
As always, thank you.

Q: Your thoughts on Amazon's recent quarter. Thanks.
Robert

Q: Good Morning Team,

How bad CRNC's 2Q was. Is this a buying opportunity or time to bail out?

Thank you and Happy Thursday!

Q: Good morning 5i
It is good to see the software companies at least remaining stable and some rising today. But, I have been wondering whether we have to rethink our devotion to CSU and other family members. With this recent fear you have said yourself that AI can actually help software companies and because of the important services they offer, they will not be going away soon.

But, you also said that although they are not going away today maybe some time in the future AI may succeed in replicating their services. So, the question is whether we should start thinking of CSU etc, as no longer the stalwarts that we have always believed them to be. We may begin to think that, although not today, but their days may be numbered and we need to get out before that happens. Wondering how you see this aspect?
Thanks for the great service

Q: I bought Nbis at $100 last week. It is come down very significantly. Is it time to sell, hold or buy more. If buy more , at what price.
Thanks

Q: On the dip, where does Google look compelling. We listened to your advice a couple years ago and would like to add as we see this as a pillar in our holdings.

Q: GOOG What do you think of their latest quarter why the big drop in futures trading.

Q: Good morning Peter and Team,

Something I've always wondered: Do negative news items about the founder of a particular company — Microsoft in this case — have any effect on the performance of the stock? Last night on the news, I heard Melinda Gates talk about her ex-husband's apparent relationship with Epstein, certainly not helping Bill's image.

Or are these stories just “noise” and should be ignored?

Q: What are your thoughts on Haivision? The 4th quarter results released on Jan 14th looked very strong, and the company turned a nice profit, with good revenue growth. The stock has increased about 60% since then. Is it worth a speculative buy here, or better to wait and see another couple of quarterly results?

Q: Hi There. Please correct me if I am wrong but I understand that Google, Microsoft and Amazon are stake holders of Anthropic. Can you please tell how much % ownership they have in Anthropic? Do you think this is a reasonable way of getting exposure to Anthropic? If yes, which stock if any would you purchase? Many thanks.

Q: Hello Team 5i & Everyone!

I occasionally listen to Lance Robert's posts. Today was one of those days and anyone worried about the software sector may find part of this video interesting to watch. He answers a question from his audience about A.I. and the sell off in software stocks at the 15 minute mark approximately.

https://x.com/LanceRoberts/status/2019017021019894158?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet

Thank you,

Sandra

Q: What ETF can you recommend that focuses on the tech giants but does NOT sell covered calls?

Q: Unless I am mistaken, I believe that CSU only reports GAAP earnings, yet every website I check seems to list their "adjusted" earnings. If this is in fact the case who exactly decides on these adjustments and comes up with the adjusted EPS figure?

Q: Hello Team,
Is SHOP a buy today for two year hold?
Many thanks!

Q: Tech stocks have been taking a beating recently and QMAX is feeling the pinch, down ~18% in the last three months. What price would you suggest as a good entry point?

Q: I have 8% cash in my portfolio after I sold all my CSU in December. I would like some suggestions as to what AI related stocks to purchase.

Q: With tech stocks taking a beating is it best to sell NBIS now or hold?
Thanks

Q: What are your thoughts on buying NVIDIA stock today?