Investment Q&A

Q: Given Apple stocks recent upward momentum, and friendly chatter about Google in the US courts, where do you think Apple stock might get to for the end of the year?

Q: Hi, could you please report and comment on LULU earnings, forcasts and post market reaction ? thank you.

Q: Thoughts on Lululemon Q results...and would you average down at $175sh... believe a 5 year low...thx, jb

Q: Hi, similar question for both of these stocks. I have a smaller position in both, I'm under about 20% and losing patience with both of them, although on paper they seem to be doing well! What might your views be on selling them at a loss and putting them into something with more growth, like NBIS (or do you have other suggestions if I were to reinvest)? I'm a non-resident, so cannot use the losses for tax purposes. Thank you.

Q: Can I get your opinion on BTSG please? is the earnings projected to go up? Is it a good buy?

Q: Can you share where CVLT stacks up with some of the growth names more widely discussed here? Where would it rank as an investment compared to NBIS, PNG, ZDC, AXON, CLBT and CLS? Perhaps rank from highest to lowest conviction if not too much trouble. Is it a good entry point today or would you wait to see something specific before initiating a position?

Q: Hello 5i,

I'm considering an option's strategy that would allow me to capture the upside to stock ideas (e.g., smaller cap companies) in cases where I would prefer to not purchase the stock, as I already have quite a few stocks especially in the technology sector. For example, I was thinking of buying a few call options for CLBT at a strike price of $20, expiring Jan. 16, 2026 for around $0.65. I would sell to close the options a bit ahead of the expiry date if the stock price is above $20. I have previously sold puts for things like AXON and CLS but then the stock price took off and I was left with a reasonable premium but nothing compared to the price appreciation. I would appreciate any thoughts you have about this idea. Also wondering what your top 5 ideas might be for the US market with a strike price/timeframe for the option.

Thanks so much,
Lisa

Q: Thoughts on these please including whether you would add here. Are there others in the same spaces you prefer ? Thank you.

Q: What's your opinion on ESTC Elastic these days for a buy or not?

Thank you.

Q: 5i Team, I would appreciate your up to date assessments of Corbridge and Lamb Weston. I have to say that since purchasing a membership many years ago my retirement income has been significantly enhanced. Thanks to your experience and investing wisdom the stress level is way down! Thank you.

Q: Hello,

Could you elaborate on what makes IREN attractive other than cheap hydro-electric power?

Given the numerous embedded, and well financed, co's in this sector, carving out a defensible niche or moat seems quite difficult.

Thank you

Q: I am considering selling my nvda and using funds to add to my google . Would you consider this to be a good move in light of the recent court ruling re Chrome.?

Cheers Doug

Q: Hello Team,
Could I have your opinion on Tesla. Is it so much more than an EV manufacture that has a great future? or just a hype? Potential high growth? Time to buy?
Thanks,

Q: In your opinion, does the recent daily drop (-6.39% as of Sept 3 2025) represents an opportunity to add to a partial position, or should we just be prudent and wait to see what is behind the negative price momentum we are seeing recently?

Q: Hi, I am looking to build a diversified portfolio across various sectors and am considering adding these for consumer/healthcare/technology. Are these good picks, or would you advise against any of them, and in which order would you purchase? Thanks!

Q: Your thoughts on VLTO after a couple of years since it's spin out?

Q: Help me understand why Axon has performed so well. Revenue has grown nicely but

Free cash flow is lumpy (-$190M LTM)
ROIC and ROCE are low (-0.1% and 0% LTM)
Margins are thin (2.8% EBITDA)

It has a lot of hallmarks of a poor investment but it's up 717% over the past 5 years.

Why?

Q: I recently sold Nvidia in my tfsa. I sold a call option on it and it was pretty close to the strike price, I let it get called away, since I am overweight Nvidia. Now that it is down I am tempted to buy it again. I can’t let myself forget the overweight aspect, though. Do you have another suggestion that I could replace it with? I want something nearly as good that I can sell options on, thus no or a small dividend. Sector doesn’t matter. I am also full weight on Shopify and Google. I am also open to smaller stocks that could show growth and are relatively safe—celestica and Nebius?
Thanks

Q: Can you identify 10 US or CAN companies, currently profitable or approaching profitability, that you project will achieve a compound annual sales growth of at least 20% over the next decade?

Q: Hello, could you comment on most recent five below earnings please?
Thank you