Investment Q&A

Q: Your thoughts on Netflix Pursuing Warner Bros. Discovery?
I find Netflix’s interest in acquiring Warner Bros. Discovery puzzling given the risk profile — regulatory and antitrust hurdles, political sensitivities, legacy assets like CNN that don’t align neatly with Netflix’s model, and the potential future debt burden Netflix may need to take on to finance such a deal.
Beyond regulatory issues, the integration risk seems significant — merging two different cultures, operating systems, content strategies, and media infrastructures could easily become management-distracting and value-eroding.Given all this, would you continue to hold NFLX while these scenarios play out?
I seek your views on:
• whether the strategic upside outweighs the regulatory and integration risks after year one post acquisition
• whether additional leverage to finance a large takeover strengthens or weakens Netflix’s long-term positioning (and especially whether increase in NFLX subscription cost could backfire
• expected regulatory posture toward such a transaction
• how you would position NFLX through this uncertainty (specifically whether you would hold through turmoil I expect). Thank you. :ao:

Q: Is Larry Fink betting a major part of BLK’s future on block chain and more specifically ethereum. BMNR has been mentioned as a potential acquisition to get the amount of ethereum that BLK would need to achieve a strong position in that market.

Does your research suggest that all this is likely and/or in action. AND would you consider this to be a good time to buy BLK shares ? Thanks

Q: I have a question about 48579
Good day your thoughts on MLI

Q: Hello gentlemen: I am looking for companies to top up such that their current PE is near or within its last 10 years average. Which of the above is your Most prefer to least. Feel free to add a few more that isn't mentioned above.
Can you name a few US ones , say 4-5 companies. Thank you

Q: I came across SMX stock. It shows 52 week from 3 to 66k. Is this worth investing. Can you please give your opinion.

Thanks for the excellent service

Q: Please update your opinion on CVLT including details on guidance and any contract wins. It came onto my radar after Ryan made an appearance touting it as one to watch. On Sept 4, you mentioned in a question that it was ok but expensive and preferred others. At $120-125 per share does it represent an opportunity or is it still expensive? Why or why not and if NO, at what price does it become a yes based on potential?

Q: Can you please update your opinion of PSN based on the news from today and negative market reaction? What did the market not like with the new contract?
Would you recommend a new position if it can be bought below $73 or is there another level, time period or follow up news item that you would need to see before initiating a new position? Finally, would you rank it in your top group of favourite growth stocks after today's news and market reaction? If not, please state two that look better based on this weeks news and market activity

Q: Seasons Greetings 5i team, I would appreciate an update on your thoughts regarding CentrePoint Energy in light of today's announcement with Palantir and the launch of the software platform Chain Reaction.

Q: Whar are your thoughts on Pure Storage after big drop?

Best of the season{almost}

Cheers, Chris

Q: We bought in at USD 130 and today it's at 102.50. Would you consider selling at a loss and repurchasing in a month? Thanks for your opinion

Q: Can you provide your opinion of this bought deal. Pros and Cons. Particularly longer term.

Q: Do you have a preference between AEP and DUK? My objective is to add some stability and balance to an otherwise aggressive portfolio. I looked at FTS and EMA, but I have limited understanding of the Canadian market. If you believe a Canadian utility offers better growth potential, I would appreciate your insight and any suggestions you may have, given this objective. (Canadian taxpayer; this is for a tax-deferred acc).

Q: CATX I couldn't find this in your database and would love your analysis of this small cap American company in Seattle?
Thanx as usual
Gary

Q: What are your thoughts of factor investing for this ETF ?

Q: Do you have any information on the impact Nvidia's share repurchases are making on the float or the comany's PE? Have they cancelled a significant % of shares? Is repurchase accelerating in any visible way with the current "pause" in share price increase? Thanks!

Q: I understand there has been some type of study which shows people who have taken the Shingles vaccine are less likely to develop Alzheimer’s like diseases. The scientific community seems not to know why this is so. There are a lot of unknowns on this study to say the least. Do you know any first rate Pharma companies that are leaders in the development and manufacturing the Shingles vaccines? I know there are a number of Shingles vaccines out in the marketplace, probably made by different companies. Does Bloomberg have anything to say on the subject? Any thoughts you have would be appreciated.
Jim

Q: Hello 5i,

We have listed a few Ugly Ducklings of the year below. Please rank the following stocks for purchase today with a longer-term view on growth.

CRM, MRVL, TRI, CSU, LMN, CROX, UNH, HD, GSY, FOUR, AVAV

Thank you for your sage advice.

D&J

Q: MCK has had significant declines in the last several days. Fortunately , I got out before there was too much damage and I am wondering at what price I should get back in? What is the reason for the drop?
Many thanks for your thoughts.
Ian

Q: US listed, decent dividend, what's your opinion?

Q: Tell me why WMT is doing so well compared to COST?
Thanks Again