Investment Q&A

Q: Hi 5i Team - Could you provide a brief summary of Blue Owl Capital in the U.S. including what it does, its balance sheet and other fundamentals, insider holdings and your opinion on whether this might be a stock to consider taking an initial position in. Thanks.

Q: what would be a good entry price? what 3 current metrics do you use to value ISRG? and how do they compare to the last 3 years? thanks Richard

Q: With industrials suffering under the current administration and these, like many stocks, on a downward trend, please explain why these are worth having in a portfolio. Thank you!

Q: What are your top 5 small and mid-cap US stocks currently for growth prospects? Please could you rank in order of preference. Thank you!

Q: PSI seems to be going nowhere since 2002 though it is good for dividend. Even though a value investor I am thinking of selling PSI and taking a position in GOOG at $166. I also have MSFT and a few other growth stocks. At that price is it OK to take a position in GOOG or is it too late? I have a time frame of 5 to ten years for this 80 year old.

Q: Hello Team,

Are you able to rank (1 to 13) the above companies on which ones you would purchase today based on pullbacks and who you think has the most upside over the next 2-3 years. Thanks.

Q: Hi Folks,
I am looking to add some more US names in my RRSP account. I currently have AMZN, PG, V, MSFT, AAPL, GOOGL, ABBV and PFE( along with CDN names 50/50 split). Can you recommend 3 US names regardless of sector?
Thanks

Q: These really fell out of favour fast. Would you hold? I am inclined to hold and hope for better days unless it would be better to cut losses and get into something that is also down but might have more promise on the upside? Maybe I’m being too emotional and impatient - I am okay to wait it out unless there is some reason to walk.

Thanks,

Jason

Q: From a long term investment perspective, what would you give this stock out of 10 currently? Are there 1-2 other stocks regardless of sector you would give the same score?

Q: Based on the recent quarter results and comments going to 2029, would you switch to Copart for the long term?

Q: Hi 5i,

Would it make sense to swap out LMT in favour of HII, given the current climate and prospects going forward?

TIA!

Q: Hi 5i, would appreciate your thoughts on GOOG taking, out, WIZ?

Thx

Q: For some diversity on the US side of my portfolio, I added both ZLU and ZVU. It has now been roughly three years since I bought them and ZLU has averaged 12% including distributions while ZVU has averaged 1.5%. What do you think selling ZVU and adding to ZLU, or buying ZDY? The goal is to offset some of the volatility from my growthier US stocks which include many of the top names in the S&P 500 Index. Thank you.

Q: Hi Peter and Team.

Yesterday, Peter (a member) asked this question: Q: tesla sinking….byd recharges in 5 minutes…? EU and Canada to reduce tariffs on Chinese EV in retaliation ..
? a buy

I don’t know about the EU, but Canada is keeping the 100% tariff on electric vehicles from China.

https://www.ctvnews.ca/politics/article/canada-wont-drop-tariffs-on-chinese-evs-despite-trade-war-with-us-minister/

Thanks for all you do.

Q: tesla sinking….byd recharges in 5 minutes…? EU and Canada to reduce tariffs on Chinese EV in retaliation ..
? a buy
thanks

Q: Hi I’ve held RTX for awhile and it’s doing well. I’m thinking of adding in my diversified portfolio. Would you say its a buy right now especially considering its Rolls Royce business which do very well in Europe.?

Ok thanks.

Q: Hi,

Just curious, KoyFin is showing Tesla sales forecasts growing by 13.2% in 2025, 19.5% in 2026 and 17.24% in 2027. Earnings forecasts are growing by 13.09%, 33.05% and 26.71% respectively.

I would think at least the 2025 numbers are materially wrong at this point.

When does the reality of plunging global sales get reflected in these forecasts?

Thanks very much,
Michael

Q: What are your thoughts on Sentinel One after the earnings. Do you consider as buy now


Thanks for the great service

Q: Are you still long term bullish on either TT or URI? I've been comparing these two companies for an industrial add.

TT is significantly larger, however URI seems to have better historical revenue CAGR, stronger EPS growth, and better margins, with a significantly lower forward earnings multiple and historically significantly more FCF per share.

What's your opinion on URI at these levels? With all the discussion about re-shoring manufacturing and data centre build-outs do you like URI's future prospects?

Or is TT better suited to capitalize on these trends I mentioned above in addition to the increasing need for HVAC in a volatile climate?


Why is the market assigning a significantly higher premium to TT over URI?
Any other industrials I should be considering?

Q: Hi - I'm trying to get a sense as to how much these companies have the trade/tariff war issues priced in. I know it's a short term question here, but would you wait to buy these great companies given the economic uncertainty? My sense is purely anecdotal, but my gut tells me that people are pulling back on extra spending....so while COST and WMT benefit from people looking for low prices, they may also avoid the spending on extras. Thoughts? In other words, would you expect negative earnings revisions over next few months on these companies? Even if trade war averted (unlikely), they still may miss this quarter as people are already tightening their belts.