Investment Q&A

Q: Hi Team,
I am sitting on a small position of roblox in a US cash account with a 56% loss. Would you recommend holding this name with expectation of an eventual comeback ? Or is it time to cash out and accept the capital loss? If so what name would be your favourite to buy today with the funds either US or Cnd regardless of sector for a 10yr hold?

Thanks ,
Shane

Q: Kinaxis has ongoing litigation with Blue Yonder for some years now. Is this a major factor which may Kinaxis profitability?

Q: Which of these 4 would you recommend for a 3 to 5 year hold and could you recommend order to buy and a comment on all? And perhaps an entry price level. Thanx.

Q: I'm losing patience with Open Text. Do you see any reason to hang on?
And, considering replacing it with CGI or Microsoft.
Please rate these re growth prospects and safety.

Q: I thought I would wait till NVDA reported to ask my question. I bought a position SMCI (25) shares in the the mid $6's thinking this would be a short-term momentum play. Now I'm thinking, do I stay the course for 1-2 years and ride this volatile stock even longer? Your thoughts please. Thank you David

Q: Hi,

I doubt I'm the first (or last LOL) to ask but thoughts on NVDA's quarter and most importantly forward guidance? I thought the numbers were decent. The stock is up 5% after market.

Thank you,

Michael

Q: I own ASGN:US and is still down 20% after the 5% gain so far this year. Is it worth keeping? Would you sell it and add to AMZN:US?

Q: Hi 5i, I haven't seen any recent comments on KLA. I'm interested in your perspective and whether you think it's a good buy today (recognizing that Nvidia reports tomorrow)?

Q: Hi guys,
Looking into taking a small position in Alite . What are your thoughts?
Considering it’s a cloud company and only 4 years old can its business star against it copiteters. Is there any upside?
Thanks. Alnoor

Q: Can I have your comments on the latest results from Quarterhill . It has a huge backlog of work, but it seems to find it very hard to make a profit. Any hope here , or time to move on ?

Q: Hello,
I have owned these 3 stocks for a few years now and doing some portfolio cleanup and wondering if still worth holding - long term. I don’t trade. Can you please briefly comment on their potential individually and if some should be sold, in what order in your opinion. Thank you.

Q: Looking to get rid of some of my losers.
Between DND and REAL which would you let go first?
Thank you

Q: Want to get into the AI space via the ETF route. Might split the available money between LRNZ and BOTZ. Will this give me the widest diversification?

Q: Following the recent positive earnings surprise and price increase, please provide an update on forward looking prospects and valuation metrics. Would you take a reasonable profit and exit the position now? Thank you.

Q: Hi 5i,

In some jurisdictions in British Columbia all new homes being built cannot use gas for heating and cannot use gas appliances for cooking.

Also in BC there is a new program allowing low and middle income earners to replace their gas and oil furnaces with heat pumps for virtually no cost to the homeowner.

There seems to be a small but growing segment that is going in this direction. Are there any companies (Canadian or U.S. or even International)that specialize in heat pumps (manufacturing, installation, and/or maintenance) that you would recommend as an investment at this time?

Would Trane or Honeywell fit this description?

If there are any, could you please rank them in order of preference on a scale of 1 to 10?

Thanks.

Q: Thoughts on latest results. Listened to the call - while not in a position to follow everything -I felt the tone was a bit dismissive to the questioners. And what are your thoughts on the debenture buy back - not seeing where they have the cash to complete that but easily might have misread the statements or perhaps a line of credit? Mainly just wondering if that points towards or away from a share issue as Engine is concerned about.

Q: Hi 5i,

Would appreciate your thoughts on DND latest earnings.

Thank you.

Greg C

Q: I would appreciate your updated opinion on Turows. Thanks!

Q: I looked up CYBR after watching the podcast, and it appears there are three ETF's, CYBR.B, CYBR.U, and CYBR (hedged). Which one was the ETF discussed, and what are the differences? Thanks.

Q: Is AI becoming big enough to warrant its own category? I'm trying to find out what your recommendations are on AI companies going forward.