Investment Q&A

Q: Stocks are being pummelled. But as always, hopefully they will come back but it may take a while longer than normal. Trump is not normal. If one understands the risk, would you suggest buying some names that are being particularly hit today (eg SHOP -15%)? If so, can you suggest a few names?

Q: Would you buy any of these data centre Reits recommended in the past -considering any changes in this sector - and what would be a good entry price ?
Thanks

Q: BKNG has consistently found its way into your high conviction “top 10” type lists in response to member questions, including very recently for a 3 to 5 year hold. Just curious about your current thinking of when/how to step in to a new position? I’m puzzling over the shorter term and the latest concerns over travel in and out of the U.S. and the possible effect on Bookings revenue?

Q: May I have your current opinion of this company; quality of management and growth. Thanks

Q: Hi- would welcome your analysis for this growth / defensive name at current price. Is the debt situation still the major concern here? is there remaining headline risk with the trial and consumer pushback?

Q: Any impressions after a few days of traading??

Q: Hello
looking for an entry for a partial position
3 plus years hold
both have dropped alot, should I wait for a bottom to form 1st,
can you suggest an entry price for both of this 2 stocks? (US price)
thank you
Michael

Q: Hi I know MSTR has had an extremely bumpy ride. What do you think of their recently issued preferred shares? Is there enough information to estimate what the actual dividend and % at today’s prices will be. RBC DI shows 132%. Also would you consider the yield to be “reasonably” safe? Thank you.

Q: Thoughts on Jerash Holdings as a US dividend stock? Will they be impacted by tariffs?

Q: THIS STOCK APPEARS TO HAVE GOOD POTENTIAL. COULD I HAVE YOUR OPINION
PLEASE?

Q: Is this etf worth holding?

Q: Do you know what is going on with this investment? I got a note from Broadridge to call them, but then they said they had approval.
Buy, sell or hold?

Q: Good recent Q&A on this one (revenue projection, valuation, etc.).

If the tech sector were to plunge in a somewhat similar manner as the Tech bust (2000), is there an example of a company with a market cap comparable to NBIS at that time that initially dropped in sympathy, but was able to recover quicker than the over all sector because of good execution?

Do you have faith in the projected revenue growth of NBIS? Do we know how reliable Arkady Volozh's vision is on this company? I suppose his 25 years of leading Yandex counts for something (?)

Q: Good Day,

I'm a current holder of NVDA. These other names are down 30 - 50%, and IF one were to want to add another of these, what order would you rank them, highest to lowest? Can you please comment a bit on each one including a good price target to buy at, expected growth rates, and, as much as your crystal ball can predict Agent Orange, How much more downside would you anticipate in this space this year? Will solid performing companies eventually just perform their way out of these dips in spite of him? Or will multiple compression from uncertainty continue to plague the markets until he's out of office/gets reined in?

Secondly, on the broader market, with next weeks tarriffs looming, would you trim a few positions, even if they were on position sizes that matched your size/risk profile, to have some extra powder dry for the anticipated overreaction? It feels like so much uncertainty is "priced in", but most things still drive lower when the event that was priced in happens.

Q: Does your view of HIMS from 2/25/25 still hold? The recent (negative) volatility you anticipated is proving a bit unnerving?

Q: What is your opinion on Cooper Standard Holdings? A colleague of mine says his advisor advised him to buy. Is it a buy?
Thanks

Q: Hi,
Any thoughts on the markets reaction to Kyndryl's deal with Google,
Cheers, Chris

Q: Hi Folks,

If you could only pick one of these to invest in and are looking for growth and some stability which would you pick and why?

Thanks so much!

Q: Twice in the last two weeks you've been asked to provide your list of top 10 stocks with the highest conviction over the next 5-10 years. The lists have been the same, with one exception. The earlier list had ISRG on it; the most recent list replaced ISRG with IFC. Are you losing faith in ISRG?

Q: Hi 5i team,

What are your thoughts and do you have suggestions (names) on investing in a Public private equity company as a means to curb some of the volatility. Thank you as always.