Investment Q&A

Q: I sent this Q on April 9 but perhaps it was missed, hence the resend. "Question on PANW vs CRWD post-Anthropic Launch.
I’ve noticed a sharp 'gap up and give back' over the last 48 hours [Apr 9] in both Palo Alto Networks (PANW) and CrowdStrike (CRWD). Initially, the market cheered their inclusion as founding partners in Anthropic’s 'Project Glasswing,' but today they are seeing a significant drop—seemingly on fears that Claude’s new autonomous security capabilities could eventually disrupt incumbent vendors.
1. Do you view today’s drop as a valid structural concern regarding AI-driven disintermediation?
2. Which of these two do you feel is better positioned to integrate 'agentic AI' into their platform without eroding their existing moat?
3. Looking at current valuations, does it make sense to harvest a tax loss in PANW here to rotate into CRWD? Or would you sell and deploy proceeds elsewhere, given the current uncertainty in software businesses? :ao:

Q: Road stood up well thru this. Makes me curious. What do you think?

Q: Can you please suggest 5 names (Canada or US) that, regardless of size or sector, you have a high conviction that an investor will really, really wish they had bought or added to at today’s price looking back 5 years from now?

Q: Can you explain the recent difference in sentiment opinion on MSFT from negative to positive?

Q: Hi Guys,

Thoughts about selling LLY ( 1/2 a position) and adding to CAT to make it a full position. 3 to 5 year time frame, balance portfolio.

thanks

Jim

Q: I am down enuff here to find the tax loss enticing. Which would you prefer: buy VRT or ROAD

Q: Good morning,

Thoughts on Netflix earnings yesterday?Seemed to be in line, with guidance reaffirmed for the rest of the year. But the stock is down 10% in the pre market. Is this solely due to Reed Hastings stepping down?

Thanks as always.

Q: Hi All at 5i! I am just curious abut your thoughts on D wave quantum inc as to its profitability and future prospects .
Thanks,
Tamara

Q: TANKERS: with all the focus on shipping around the Gulf of Hormuz do you see tankers as a major opportunity right now?

And if you do: What would be your top 2 picks now? And is there an etf that would be complementary or instead of individual tanker stocks.

Thank you

Q: Please give me your opinion on WULF. Good time to buy? Thanks!

Q: With the quick change in the market, I feel like an idiot. On the days when things were tanking I was very nervous and didn't really add to any positions. When a growth stock goes from very high to so low it is hard to add more or start a new position. Any wisdom on this? Five that corrected a lot and are now catching a bid. What is your order of purchase for TFSA?

Q: Tsla dropped from a high of $498.83 in Dec,2025 to some $$342 low before rebouning to current $391.95.SpaceX the biggest Ipo in history is debuting soon..Thinklng of adding to my small position.Your opinion please.Txs for u usual great services & views C White like P Hodson & R Modesto was great on Market Call.

Q: Would you add at these levels or wait for any dust to settle?

A reason please. Also, can you provide a management rating/growth rating/risk rating, 10 being the highest for each ?

Thank you

Q: Your thoughts/impressions on tsm's most recent earnings release. Thanks.
Robert

Q: In these uncertain times ,what would be your top two suggestions (regardless of sector) for US small and midcap stocks. Thanks for your calm during these interesting times. Geoff

Q: According to portfolio analytics, I'm seriously underweight in Healthcare, something which I should probably correct. Any of these names herein stick out as great buys in healthcare. US or CAD, no difference to me. Thank you.

Q: Hello,

Microsoft is trading at its lowest valuation in nearly a decade at 23x earnings, despite Azure growing at 39% and overall revenue up 17% last quarter. By comparison, Alphabet trades at 29x earnings despite lower revenue growth than Microsoft since 2023 (31% vs 44%), and lower net margins (33% vs 39% for Microsoft). That said, Google Cloud is growing at 48%, faster than Azure, which could partly justify Alphabet's valuation premium. Given Microsoft's dominant position in enterprise cloud, its AI integration through Copilot with 15 million paid seats, and this valuation divergence with Alphabet, do you see Microsoft's current valuation as a genuine opportunity for long-term investors? Does Google Cloud's faster growth represent a significant competitive risk for Azure over the medium term? And what are the other key risks that could prevent Microsoft from returning to its historical valuation levels?

Thanks

Q: Does this Allbirds refocus and renaming of the company put you in mind of the .com shenanigans? It is giving me negative feelings about all the Ai hype. What do you folks think?

David

Q: I replaced EXE by ADP at a 52 wks low on friday in order to get more stability + dividend growth ; is this move appropriate in your view and is AI a significant concern for ADP business ? I can' t wait for your feedback here !

Q: Please provide your thoughts on SOLS (SOLS:US) as a long term investment. Thanks.