Investment Q&A

Q: COHR is doing really well these days. Thank you for your help in assessing this company.
Jim

Q: hi, any idea on the price action for LMN today? I don't see any news. and do you believe a full position could be acquired at these levels?
cheers, Chris

Q: Why is this performing so poorly lately? I’m down 20% and am tempted to sell it because crypto and the market are ripping higher today and Galaxy is down!

Q: I've been amused by the latest Tesla news in regard to the new pay for musk. Correct me if I'm wrong but the latest earnings for Tesla is around a 100 billion dollars. If the pay for musk goes into effect that would leave Tesla in a deficit of approximately 900 billion dollars. Now I know there is more to this than meets the eye, so could you please explain how Tesla intends to square this circle.

Q: Please update your opinion on CRCL (last Q was Nov 4) based on today's price of $98. Quite a fall from the peak and JP Morgan among others have recently downgraded with targets in the $90's. I have been waiting for an entry point and would respectfully ask that you explain why it continues to fall, how low you think it could go based on news, fundamentals and technical support and what your strategy would be for building a full position. If you would wait, please outline a target price and what you would need to see to get involved. A cherry on top would be a two year price target, what needs to happen for that target to be achieved and a percentage chance of that happening.

Thank you very kindly for the excellent ongoing analysis.

Q: what do you think of this stock and why the big drop today
thanks

Q: Gentlemen;
If you could only buy one stock which one would you buy today, META or CSU, with a 3 year investment horizon for total return?

Q: I know that CSU will be widely sold before year end, but I am encouraged that you are still recommending it. So where do you see it turning around before year end and being a buy? Just your best guess and no promises expected…

Q: Is there any recent insider buying of CSU? Do you think we have seen most of the bad news?

Thanks for all your help,

Mike

Q: I am concerned that Softbank sold 100% of their holdings in Nvdia. Are you?

Why or why not?

Thanks



Sheldn

Q: I'm looking to start a position in NBIS and would be interested in what you would consider a good entry price.

Thanks

Q: Hi team,
I own LMN and TOI but not CSU. With the recent weakness in the group would you see it a better move to sell both LMN and TOI to consolidate into the larger CSU? Or would you continue to view LMN/TOI as having more long term upside compared to CSU due to their smaller size and still safe to hold the smaller spin offs? I won't need the funds for a decade or so at least.

Thanks,
Shane.

Q: Hi Folks,
Time for me to trim some GOOG. I have narrowed the field down to one of META, CRWD, TSLA and SHOP as my next buy. May I have your opinion as to which of the four you would recommend today and why?
Thanks

Q: What do you think of TTMI? Thanks.

Q: Hi 5i team,

Do you think software can serve as a hedge against AI? If that's the case, and since they are mostly down, is it a good idea to start accumulating? Please provide some solid names in Canada (I have CSU family), the US, and internationally.

Best,
Matt

Q: The only tech stock I own is MSFT. Can you tell me which 2 tech stocks you like from Canada and 1 from the US. This will be for a TSFA account

Thanks

Q: what did you think of the results ,overreaction yesterday and today. I have a few shares sold a few yesterday wondering if its time to rebuy
Thanks

Q: I recently started a position in MDA after the first melt down. Now it has had a second drop and I am questioning what to do. What would you recommend, take the loss, hold for now, fill the position?

Q: Hi Peter and 5i,
Can you give us the adjusted EPS figure after CSU reports today? Their published EPS is always a fraction of the adjusted.
Thanks so much.

Q: It appears Globalstar has not denied the rumours about selling itself to Starlink. So there must be some truth to the rumours. Presumably once Musk controls Globalstar he would cancel or buyout Globalstar’s contract with MDA leaving MDA with no business? I understand Apple owns 20% of Globalstar so they would have to agree to the Musk buyout. I can see Apple not wanting to be at Musk’s mercy but also not wanting to operate Globalstar’s business. Any idea what the future holds for MDA. I’m a shareholder.
Jim