Investment Q&A

Q: I am looking for your top five CA and US stock ideas which capitalize on the AI boon, regardless of market cap. As well, what are your top three US cyber security ideas? Reasons for your picks would be appreciated. THX.

Q: Are news around QNX an important step toward the split announced a while back?

Q: Big drop on TIXT, -16%, while it was rising slowly since few months, any news?

Q: Dear Peter:

Is INTC a value play or Value trap?! Is it a turn around candidate or a potential "taken over" candidate?

QCOM offer seems to have faded!

Just for the heck of it I asked the two of the popular AI apps, Chat GPT 3.5 and Perplexity about this. I got some interesting answers! Perplexity was more "informative" and thought it could have a target price of 40$. A double from it's current price level. Chat GPT3.5 on the other hand demurred! Perplexity also thought Private Equity firms like Apollo, or AAPL/Samsung or some Sovereign wealth funds like Mubadala(Abudhabi) may be interested!

As you well know one can get different answers depending on how one poses the questions to these AI chatbots!
Words do matter with AI apps I have found out.

It is struggling to stay above 20$. Where is the floor?!

Any words of wisdom?

Q: Happy New Year! I like investing in themes (aging population, infrastructure, internet retail, water, security ect) and am wondering if you have 3-4 thematic stock suggestions that you think are interesting here. So ya know, I am chock full of AI names at the moment as you might guess. Thanks

Q: Hello,

Constellation was at its 200 day yesterday. Is it a good buy here?

Q: I see 3 new analyst ratings this week. One buy and two holds. Small sample but not a ringing endorsement. Has anything changed? It had a particularly rough day yesterday. Does it still make your top 5 growth stock picks or has it fallen down the list? What do you see going forward>

Q: Nvidia has been a ten bagger for me and I’m obviously ecstatic with this momentum. I’ve trimmed with my original stake at just under 100.00. It’s about ten percent of my portfolio. I know you don’t advise on individual portfolios but might it be wise to trim more and diversify further within the sector with Oracle! I also own Vertiv Holdings. Thanks. Your support and knowledge have been tremendously helpful over the years.

Q: SHOP is down heavy at 10:45 Tuesday. Only news I see is something about EMERGE selling domain names to SHOP (if I have it right). Is this causing the price drop or something else? Is it material? Yours thoughts ..., thanks

Q: Is this stock a buy?

Q: Happy new year to the 5i team and readers! In your Jan.6th answer to Judith you ranked App no.1. Can you please elaborate on why it’s a top pick and comment on valuation. I am concerned about valuation - but then again, I’ve sold many a growth stock prematurely due to this concern and missed out on gains!

Jason

Q: What do you think about these two stocks. TSSI has been on a tear lately. BMR on the other hand is struggling but has some nice contracts with Nvidia and others.

Q: Happy new year! I read the news that vital hub has issued a short form prospectus, but I don't understand what this means. Does this mean dilution, or is it more positive for the stock? Would it be worth taking a nibble at this point?

Q: Hello Peter and all at 5i: I am reading about "Power Corp unit backs CSU copycat Valsoft " and I believe there are more who would like to copy CSU. Do you feel CSU is so far ahead one shouldn't worry too much? Having 5i to hold our hand is very important to this investor. Thank you Barb

Q: When will GLXY listed on Nasdaq after re-domiciling to Delaware ? Would that listing cause dilution and temporary price drop ? Thanks a million .

Q: What would be your preferred Bitcoin stock or ETF to buy in Canada & the USA?

Thank you.

Q: Happy New Year 5i.

I want to add $14000 of Canadian small caps to the two TFSAs in my family. I'm looking at adding two of VHI, ZDC, MDA, and E in equal amounts. Can you rank them in order of preference with a brief explanation? Thanks.

Q: I pulled the chute in the summer of '24 when they had their outage issue. The stock peaked at $390 USD last year and is now back to $360. Is the coast clear? Your views for 2025?

Q: What are your favourite cybersecurity stocks these days? Thank you!

Q: Please estimate 1-2 year performance rank for these five stocks currently on my watch list. Thanks!