Investment Q&A

Q: Hi 5i,

A little disappointed with the performance of these two stocks. Are there worth holding? What would help sway your decision one way or another?

If you had to replace them with two stocks that have a higher likelihood for better performance, which would you choose?

Thanks!

Q: Two questions. You mentioned earlier today selling VRT and adding to NBIS to consolidate positions. Do you feel the growth is better in NBIS and outweighs the benefit of diversification? Overall direct AI exposure. I have VRT (3%) NBiS (2%) CLS (2.5%) NVDA (4%). Would you personally feel ok with this much direct exposure for the next 12-16 months? Increase or decrease? I didn’t included my 6% position in Google but maybe should have?

Q: I purchased this a few years agoon the basis of advanced technology for battery development and production. The company has seemed to evolve somewhat into a solar power business along with its battery production, and the stock has been jumping lately.
Any ideas on the future potential to hold for longer on this company ?
Thanks as always for your great evaluations and insight!

Q: This marvelous stock has had a fantastic run during the year. How do you evaluate its sensibility 1) to a significant market correction and 2)in case of bursting of the AI phenomenon?
Thank you very much in advance?

Q: I have a partial position in both VRT and NBIS. I am wondering which I should add to first for long term capital gains? Or should I just own one? I feel I have too much diversification with over 35 positions and would be happy with just one of these.
Thanks

Q: What are your thoughts on this small cap stock and their switch in direction to becoming a growth stock with the new management that has been in place for awhile.
Thanks
Matthew

Q: Hi - I know you are big fans of NBIS ( ORCL somewhat) - they are both off 20% + from recent highs - any reason for this sudden loss of momentum and reversal? The rest of tech seems to be doing ok - just profit taking?

Q: Is there a solid business here- do you think an investor buying at these low prices will be rewarded? If Plantro gives up an sells its shares I am thinking if they can find a single strategic purchaser it might be a catalyst.

Q: What would be a reasonable price range to add some Celestica shares, considering the strong momentum and recent analyst upgrades ?

Is it prudent to add now or wait until it reports next week ?

Thank You

Q: Could I have your opinion on Global X Artificial Intelligence Infrastructure Index ETF (MTRX.TO). It is a small fund but has outperformed most other AI funds I have compared it to. It seems a good way to invest in AI infrastructure. Thanks.

Q: May we please have your updated analysis on this company and its future prospects. Worth holding or time to sell and move on? Thanks.

Q: Hi, just wondering if you could take a look under the hood of this company. Unlike the other quantum stocks that have fallen from highs, little QNC closed near a 52 week high on Friday! Despite the lack of revenue to date, they have announced some interesting deals and partnerships lately. How close would you say they are to generating revenue? Any comments on their balance sheet, as well as their products and services would also be appreciated. Thanks!

Q: Where do you feel we are at with sylogist, and the company going forward as a small cap growth company.

Q: What is your view of NVTS. They describe their technology as revolutionary; are they sufficiently ahead of competition?. Is there much competition?

MNDY is down. Holding a sizeable position and need to reduce it. Would you sell now? Or hold until the price has recovered and then start to reduce position?

Q: Happily, I bought CLS in May '25 and am riding a 150% increase. How do you feel about adding with the current PE at 60?

Q: Good afternoon 5i
You just replied to a a question regarding lmn or csu, saying that you thought buyers would be rewarded at the current price. I want to put pretty reliable but also growth stocks in my tfsa. Today would you have a preference amongst these three for buying today? Just for context, i have a full position in csu and half in the otjer two

Q: Hi Peter and 5i,
May please have your thoughts on NVDA's announcement that META and ORCL will adopt its Spectrum-X Ethernet networking switches for their AI data centers.
Do you have an opinion on how much this will affect ANET's market position?
Would you look at exiting a position in ANET based on this competitive threat?
ANET is down 13% on Monday and Tuesday.
Thanks so much.

"Arista Networks (NYSE:ANET) stock fell 2.4% Monday after NVIDIA (NASDAQ:NVDA) announced that Meta (NASDAQ:META) and Oracle (NYSE:ORCL) will adopt its Spectrum-X Ethernet networking switches for their AI data centers.
NVIDIA revealed that Meta will integrate Spectrum Ethernet switches into its networking infrastructure for the Facebook Open Switching System (FBOSS), while Oracle plans to build giga-scale AI supercomputers with Spectrum-X Ethernet switches.
The announcement appears to have triggered concerns about potential competition for Arista Networks, which is a major provider of cloud networking solutions and data center switches. Investors may be viewing NVIDIA’s expanding footprint in the networking space as a competitive threat to Arista’s market position."

Q: I can find no references in Questions to this company but I am sure it once downplayed as too small and speculative. Since then the company has received a NASDQ listing and gone from $3 to a recent high of $20.75. Do you have any comments on this company.

Q: Hi gang,
Can I please get your input for Tost. Buy or hold.
Thanks.Alnoor

Q: Lurker. First post. I have held TOI for some years since you initially recommended it. It is my whole TFSA holding. What are the "events" mentioned in other comments? If I have a 10-15 year horizon, has your outlook on TOI changed at all? Thx