Investment Q&A

Q: Hi team,
What potential , if any do you see in Rblx currently? The shares have been making a slow recovery lately. Wondering if there’s a big future yet for this name, if they have areas to monetize in such as advertising on the platform? Or partnering with someone like meta for a VR metaverse future? Would you rank buy, hold , or sell today ?

Thanks
Shane

Q: Is CPRX a buy for 3 years period? Could you explain what in the fundamentals supports your thesis? Thanks for your analysis !

Q: Could you please provide a list of top US ETF’s that can be bought (low cost with great management)
a) using a US dollar acct
b) using a CDN dollar acct
3-5 for each.

Thanks

Q: In today's G&M there is a profile of a fund managers recent purchases. One I have not heard of before is CACI (It is not one seen on your question list very often). My interest piqued, I took a brief look at the company.

Its' BoD is a list of interesting but I would say not "shining star" corporate leaders in defence tech. Qualified but middle of the road?

EPS seems to be growing; slowly. It appears to me to be in the Defence Info Tech business; supporting decisions and decision making more than making the weapons. This seems to be the evolution based on learnings in current war theatres but I am only scratching the surface.

Since its October earnings release, which seemed OK, its share price has tanked in November from $572 to $479. I can only link this to a court victory in favour of 3 Abu Ghraib prisoners in the amount of $42 million US.

All this leads to the simpler questions; Is this a company in a business segment with a "growth" future, Do the past 10 year metrics support that it has a solid management team, What would be a reasonable entry price point, and what are the key risks facing the firm (ex court decision).

Specific to the court decision, in your opinion is a $100 knock to share price an adequate assessment of the company's liability risk or overreaction to the decision. I would suspect it is not over as usually such things are appealed.

As always, thanks very much,

Dave

Q: I'm not sure what the differences between these companies are? In this theme of electrification, what areas and which specific US and CDN companies would you suggest for a long term hold?

Q: Realize this company is volatile. Purchased it at $11.00. Is it worth holding onto ? It was originally being bought by insiders.

Q: Any thought on this co. with a new insulin pump for diabetics

Q: Good morning,

What's your view on RKLB as a 3 year+ investment? It's already had a great run up in 2024.

Q: I have 1.5% positions in LLY and UFPT. Looking to combine into 1 position. Which would you select right now? Have larger positions in ISRG and VHI as well.
Thanks

Q: I have seen comparisons drawn between DFH, as an 'early stage' version of NVR. With its recent branching out, to now include title insurance and mortgage broker services... would you see a big runway for growth for this company in the long term?

Q: Can I have your general thoughts on ATKR? Also, more specifically can you comment on 2 things 1) debt and2) timing. I have been watching it and can imagine some tax loss selling impact the share price. However the turn yesterday was interesting and I am tempted to take a half position now in case interest outpaces any tax loss selling and maybe add to it in late December or early January. Does this seem like a reasonable course of action? Please and Thank-you.

Q: Can you suggest 3/4 software companies you feel would best benefit from AI? Thanks.

Q: I purchased VRT today before a big drop. It was a limit order. The stock is down by 5% approximately. Are there any reasons for such drop?

Q: Hello 5i
The last question on KD was six months ago at which time you suggested watching for continued improvements over the next few quarters. How does it look now?
Thank you
Dave

Q: A handful of months ago you were very luke warm about SOFI but it seems that has recently changed. What are your current thoughts on this stock's potential for high growth?

Q: Hello 5i
Could I have your assessment of Rocket Lab please?
Thank you
Dave

Q: Opinion on Synopsys. Synopsys is taking over Ansys. Am I better off holding Ansys shares instead if the deal goes through (or not)?

Q: Hello,
What are your thoughts on GPK currently. Seems to be going sideways. What would one think of switching to UFPT for upside potential.
Thx Luke

Q: Looking at my Communication names I am wondering if it isn't time to move on from PINS and ROKU as I try to streamline my portfolio. Currently down 55% on both names after 4 years.

Allocation aside, I am thinking of selling both and simply increasing my position in GOOG. Thoughts? High risk investor with a long investing horizon.

Thank you as always!

Q: I have been doing some research on the UCaas space. Ring (RNG) seems to have the best product but ZOOM has a better balance sheet. Or can Microsoft's teams eat both of their lunches (after all teams is free!) What is your opinion? I am leaning towards RNG. Should I be concerned with liquidity in 2026 when they have over $600 to be refinanced (or paid off)?