Investment Q&A

Q: I've owned XIT for a very long time and it has performed extremely well. Using your charting system, I have tracked it against QQQ and it is amazing how you can virtually lay one on top of the other over multiple time frames (especially 3 years and 10 years).

It is only in the last month that there is an obvious change. XIT has plummeted since the start of 2026, while QQQ has roughly held it's own.


XIT is comprised of 10 stocks, with SHOP at 25%, CLS at 24%, CSU at 23%, GIB.A at 12%....totalling roughly 85% of XIT.

Reading up on these four, I think I can paraphrase the 5iR answers as: SHOP-no major concerns, CLS-no concerns at all, CSU-should be ok in the long terms (unless AI is indeed a major disruptor to the software subset of technology, GIB.A-should be ok, but not exciting. My apologies if I got this wrong.

For asset allocation purposes, I added funds to XIT in late December and early Jan around the $80 level (this is after trimming at $86). So if I liked XIT at $80, I should really like it in the $60's. I have more funds available to add to XIT, but I am very proud of my latest action this week or so....just sit on my hands and do nothing.

I like buying when the proverbial "blood is running down the street" and could easily top up now. However, we may now be looking at some capitulation...not sure? I also look at the old expression that after a parabolic rise, the stock could easily settle by 1/3 to 1/2.

Do you have any advice as to when to deploy new funds into XIT? Should we wait until CSU reports in late-Feb? Are there other factors to consider.

Thanks.....Steve

Q: hello, trading sideways and slightly down

looking for an entry point for a 3 years hold
a partial position to add later on
thanks for your help
have a good day

Michael

Q: Hello team,

If you had money only for one, which one would you buy today and why? I wanted to buy SNDK but I have burn before when a stock grow exponentially. SNDK has gone up by more than 2000% in the past 200 days!!! Is this justified? Do you think there is more room here and the stock makes it to $1000/share in the next 200 days?

As always, thanks for all your input and investment insight! :)

Q: Over the last few years OTEX has bottomed out @ +/- $35.00 several times. Each time it has regained ground and reached the mid 50s or higher. There is currently a decent dividend of 4% so you get paid to wait. It seems to me that OTEX is a reasonable candidate for a swing trade. In the past 5i has made a few positive comments but has mostly remained unimpressed. Does OTEX have some fundamental problems and do you think the dividend is secure?

Q: It’s been a massive day for Constellation with the acquisitions of both Symplicity and Zonal being announced. Given the scale of these market leaders, how significant do you think this day is for CSU’s 2026 growth strategy, and do you see this volume as a signal that they are accelerating 'large deal' deployments to capitalize on the AI shift? I’d love to get your take on whether these additions—with their vast datasets in education and hospitality—align with the goal of improving long-term margins through AI-driven software optimization

Q: To clarify the answer you provided to my question yesterday, did you recommendation of this company come before or after the report of a pending investigation? With news of the investigation, would you still recommend SMR as a high risk/high reward play?

Q: Hello,
If i decide to sell my PYPL shares, on which i have lost 70% of their value, which stock could i replace them with if i want to increase my chances of recovering my loss ?
Thanks !
Nancy

Q: When does Constellation announce their earnings. Different sites give different answers. The Globe and Mail states February 5th. is that correct? Thank you.

Q: Would you consider this ETF as a best in class for an investor seeking income? Are there others you would prefer and why?

Q: Sorry to sound like a broken record, but I'm kind of a deer stuck in headlights right now with regards to these software names, notably CUS, LMN, TOI, and with the news impacting TRI this morning. I've largely held onto these names and I'm not sure what to do here. Seeing constant and relentless daily selling is tough to stomach and time will only tell how much AI will impact these companies fundamentals.

In the meantime, what do I do? I don't want to hold onto losers and continue to see these go down further, at the same time, I don't want to sell at these lows. I know trimming some is an option. I have positions in these other names, do you feel any of these are vulnerable to AI severely impacting them? CRWD, SHOP, SRAD, GENI, SPOT

Thanks!

Q: Hi 5i Team,

These two companies have pursued similar strategies it seems over the years and both have been badly beaten up. Is there a preference among the two of them and why?

Thanks!

Derek

Q: When does Lunin next report and what do you expect in revenue and earnings?

Q: Hi multi-part question on robotics.

Amazon is clearly using robots to automate it's operations, who do they buy from?

Would you consider amazon a front-runner as a seller of robotic / automation systems?

Other top picks in Robotics industry? (can exclude Tesla)

Q: I’ve heard and read comments that Constellation’s precipitous drop is fuelled by sentiment.

Would the same not be true of its climb?

In retrospect would you say that the $5000 price was overvalued? Was it ever worth that much? What ever “worth” means. Or were investors just chasing the latest thing.

On a positive note, I now no longer have to sell some to rebalance.

Q: These stocks are all down today. Does this have anything to do with Anthropic?

thanks

Q: Another question about TOI...I've owned for a few years now, entry was at $120, so no under water by a decent amount. I have read your other recent answers on TOI describing that fundamentals have not changed. What would trigger you to give advice to sell with this stock? Thanks much

Q: Why do you think SHOP has been showing so much weakness?

Q: Given the drop in CSU and OTEX today would you be buyers of either?

Q: Hi, I’m selling one, selling half position on another and keeping one, in what order would be the best in your opinion.
Trying not to get to panic mode but these stocks are relentless. Cash is looking good right now. Thanks

Q: Don't see any news. Why is SHOP getting hammered 10% today? I know it's a volatile stock but could someone know something? Analysts are generally positive about it. Thoughts? If no reason for downdraft, could this be a buying opportunity?