Investment Q&A

Q: Comments please on URI quarter. This is the second time the stock has taken a big hit after earnings. I have held this for years but back to back misses and big stock declines have me wondering if something has changed.
Thanks for your great service.

Q: What are your thoughts on Nebius and would you be a buyer of a full position at todays price?
Thank you

Q: Hi,

I need to raise some cash.

What would be your order to sell of the stocks listed, for a long-term, somewhat growth oriented investor.

Thank you,
CG

Q: Which of these would you recommend in order to take advantage of the AI spaceor would you own both?

Q: Considering a small investment in companies that make LiDAR sensors for the auto, robotics, mapping systems, industry. Could you comment on the ones attached, in terms of most likely to rapidly increase share price, in a two year horizon

Q: Looking at some of my big losers. I see that Upstart is reporting for the year Feb 10th. Should I wait for the results or cut my losses now? I see that the analysts are mixed on this one. What is your opinion on the stock?

Q: I bought Target at $58.58. I am up $1400. Is it now a sell or hold? I think it is going to take care of its problems in 2026 with a new CEO at the helm. It shut its stores in Australia ans Canada with KMART going in canada.

Q: Hi there TXN reported yesterday. Seems they missed some of their expectations but did report a decent profit y/y and provided a postiive forecast for next year.

Can you please add some analysis to this and do you think it can run up here?

Ok thanks.

Q: Hi Team,
Can I have your take on NOW earnings? Beat on all metrics it seems like, yet the stock nose dives. CNBC has a headline saying "bear market is in for software stocks". What is a person to do now when I am stuck with NOW, and all the CSU family? Can I expect CSU, LMN, TOI to sell off a bunch more on earnings when they report like NOW is doing today even though they beat? I am finding it hard to decide whether to just Hold, buy more, or Sell? Usually selling is not a good long term idea in a proven quality name, but maybe this is different this time? However selling a sector that is being oversold might be a bad idea if I am expecting to invest it in momentum names at their "highs" (such as MU) that might roll over at any time...that would be a bad scenerio. Today is an awful day. My portfolio has peaked last October and still has not came back since and continues to fall. Losing confidence in holdings I thought were all quality names..

Thanks for any input you may have,

Shane.

Q: I would like to know your thoughts/ impressions on Visa's recent quarter. Thanks.
robert

Q: Hello Team 5i & Everyone,

Is Palantir's tech officially (or unofficially) being used by ICE and other agencies to make the new data base of all the US citizens who oppose the current US administration? (Ie: the protestors, individual states voting records that show which candidates individuals voted for in the past, etc).
With all the people recording everything with their cell phones in Minneapolis, you can see and hear that ICE Agents have started taking photos of protestors and telling them as much about the data base. Gemini summarized that the Palantir’s ImmigrationOS is designed to track “migrant” movements and streamline deportations, which, anyone with critical thinking skills can easily understand how that can also be used to track anyone & everyone.

I don’t mean to put you in an awkward spot, I’d just like to know what you’ve heard please.

Thank you,

Sandra

Q: Good morning,

I thought I would pile on to what I am sure is a significant number of questions on MSFT today. Seems that the quarterly numbers were not all that bad, but clearly the data centre focus/spend, without the commensurate returns on AI, have spooked the market.

Would you see today's move as an opportunity to slowly add to an existing 2-3% position, or would you suggest waiting a few days to see if things stabilize?

Thanks as always.

Q: Hi,

In October ’24 I asked 5i to identify:

A) ~10 favourite stocks drawn from its 3 model portfolios
B) ~6 highest conviction US picks.

The answer was:

A) From portfolios: CSU, TRI, TFII, WSP, BAM, BN, GLXY, CLS, SHOP, DSG

B) US: NVDA, ISRG, BKNG, LLY, BRK.B, GOOG

If asked the same question today, what would the 5i response be?
( Goal is best total return, long term )

Thank you.

Q: Hi! I keep seeing commercials for Sofi accounts in the US, and it seems enticing. I never see commercials for Robinhood. I hold HOOD and am wondering what the difference is between this and Sofi. Why should one continue to hold HOOD, and is the negative momentum due to competition? Does one hold through this negative momentum? Thank you for your insight.

Q: Hi team,

These 4 companies in the field of AI are apparently considered undervalued by Bank of America.

Do you think they are a good buy now for a growth portfolio ?

Gratefully,

Jacques IDS

Q: Re your question from WIB today.

You suggested these names as great small caps for growth.

Cudos to you but YTD ENS is +22% and +80% 1 year. KRMN is +54% YTD and VOYG is +30% YTD.

This is extraordinary performance congrats. Given these outsized short term gains what would your purchase strategy be today if you do not own them. Buy at market, wait for a pull back, average in etc etc?

Please advise.


With thanks

Sheldon

Q: My son ( Mech. Eng.) Has held STX for quite a while and others in the tech. sector. He is telling me to buy this stock.
What do you think?
STX: follow-up to my question on STX - they seem to have a lot of debt; buy very high ROE which tells me they are making a fair bit of money. Comment please.

Q: I own both BRK.b and V in my RSP and TFSA and see their relative strength both peaked at last year's market bottom along with the safety trade in general. Do you feel the markets are more risk-on these days to the point where I should let V go for something more "aggressive" in the financial space while keeping the diversity of BRK.b? Thanks!

Q: If you could only own 1? BTW, my portfolio was up 51% last year, 5i staff deserve a huge tx, not only with the stock picks but portfolio managment skills I've learned, Cant thank you enough!

Q: Can I please have your feedback on APH vs ANET.

What would you prefer and why for buying today with long term hold?

APH seems to be safer and more diversified (bonus points for unique decentralized management approach) whereas ANET is a bit more growthy but comes with higher concentration risk. Both have similar market caps and P/E and have minimal to no dividends so easy comparison there.

Appreciate your thoughts...