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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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.
Read Answer Asked by Doug on March 17, 2025
Q: How would you rank the following for a growth oriented long-term hold: NBIS, PLTR, FOUR, SYM, CLBT, GSHD, UFPT, SNOW, CTLP, MSTR, FRSH, APP
Read Answer Asked by Andrew on March 17, 2025
Q: I initiated a starter position in ISRG & IJR several months ago in the U.S. growth portion of my RIF. Currently down approximately 5% for each. Considering selling IJR (1% of total diverse portfolio) and putting funds into ISRG (2% of total portfolio) . Or trimming a bit of my NVDA (8% of total portfolio with great gains) and adding to ISRG and CRWD (1.5% of total portfolio and still with a small gain) . Have been hit with decision paralysis!
Your comments would be appreciated.
Read Answer Asked by Alexandra on March 13, 2025
Q: What is your assessment of prospects for SUUN, and is it buyable at current price.
Tks in advance
Read Answer Asked by WIB on March 11, 2025
Q: Hi 5i Team - For Cellebrite, Nebius and Crowdstrike could you comment on what portion of each company is based on AI. Could you also comment on whether their AI involvement is semi-conductor, software or service/support related. Thirdly what is the ability of each to withstand an extended market downturn if this present sell-off continues and would you be a buyer at these levels. Thank you.
Read Answer Asked by Rob on March 11, 2025
Q: Could I please get an update on the potential for Autodesk? I have held it for years as a cornerstone in my portfolio, but the stock price has essentially done nothing. The company has transitioned to a cloud-based subscription business and changed some billing practices. It is now changing its third-party transaction model and doing a restructuring. I think the SEC investigation is still ongoing (and a lawsuit) and am not sure how big this could be. It sounds like Trump has paused the big US infrastructure bill but still plans to spend lots on construction and infrastructure. Could this be the year Autodesk finally takes off?
Read Answer Asked by Kim on March 11, 2025
Q: Hello,
Is today a good day to invest in Canadian Company CGI? What is a good target buy price?
Also I hold Amazon in an RRSP and Vanguard in an RESP. Is it a good time, with the market drop, to increase holdings?
Thank you,
Jovan
Read Answer Asked by jovan on March 10, 2025
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