Investment Q&A

Q: Allo,
FRSH is going downhill since it was mentioned in one of your presentation in 2025. Besides the Olympics and the software market, any particular reason? Thanks.

Q: Company is getting slaughtered after earnings. Do you see any long term potential for a patient investor?
Thanks

Q: How would you rank the listed names for buying today for a growth oriented investors?

Q: Hello and thank you for all of your great work last week as we all navigated the flurry of earnings, particularly as it related to the big tech names.

I have been hearing more and more about Anthropic, and how much more potential it may have over the long term versus OpenAI. Some have suggested that comparing the two names now is like what happened ~ 25 years ago when there were comparisons being made about Netscape and HP. We all know who won that “battle”. But many commentators are suggesting that the entity that goes after “enterprise” will ultimately prevail - this is what happened with HP. And the entity that goes after consumer/retail will ultimately fail - this is what happened with Netscape. Some have even suggested that with the most recent funding round of OpenAI, where valuation is predicted to be ~ $850 billion, that this may in fact be the high water mark, and that it may very well be downhill from here.

So - my questions are as follows - (i) Who do you prefer longer term, OpenAI or Anthropic? And (ii), would you be concerned about MSFT with respect to the significant investment it has already made in OpenAI?

Q: Hello 5i Team,

Given the current pull-back in the market, could you please provide your 6 highest conviction Canadian or US stocks (ranked in order) for (i) small-cap, (ii) mid-cap, and (iii) large-cap companies considering a 3+ year hold.

Thanks in advance for your always helpful advice!

Q: Good Morning
With all the increases in Capex spending what specific stocks do you see as benefitting short and long term? This might seem like an obvious question but with all the negative momentum it needs asking. Thank you

Q: Can you please comment on earnings, the lawsuits/verdict and whether this is a buy, sell, or hold? Thank you!

Q: Hi gang, would like to buy between RDDT OR HOOD. What would you suggest for 2-3 years hold. And at what price would you recommend and why,
Thanks. Alnoor

Q: Thoughts on AI's effect on these stocks. Are they getting lumped into selling software, and if so, how? Do you still recommend holding these? Thank you!

Q: Are you still very positive on Google after earnings? Big tech getting negative press with some calling to boycott due to connection to ICE. Do you think this can have any effect on Google? Thank you!

Q: Hi 5I.
Samsung has announced that they will start large-scale production of the next generation of high-bandwidth memory chips as soon as this month which seems to be a significant threat to MU who's recent success lies in the production of HBM chips. I was about to take a position in MU and this news has dampened my decision. Your thoughts and guidance please.

Carl

Q: Hi 5 I
I’m rebalancing nvda, and thinking of purchasing defence which I don’t have. What would be first and second choice of ktos, krmn, rklb.
Also would ens system be a good buy right now, and if so where would it fit in with the above defence. Thanks very much for all your good advice.

Q: Please review the earnings. Is this a buy for future growth? What would be a good entry point?

Q: Hello Peter & Team,

Is there any reason in particular MSFT is down (almost 20%) in the past 3 months? At what price would you say MSFT is attractive to re-buy shares?

Thanks for all you do

gm

Q: What are your thoughts on the software industry sell-off being an M&A catalyst? Any ideas on target companies being taken out?

Q: Any insights on this company? I've heard this is about to blow up with Grand Theft Auto 6 ...thoughts?

Q: Peter; Would you switch from AMZN to NVDA today? Thanks.
Rod

Q: hi, with the recent downturn in tech, software, crypto, can I get your top 5 CDN and top 5 US stocks for purchase now ( in the tech, software or crypto space only ).
cheers, Chris

Q: Peter & Team, thanks for your calm in this stormy market. With Amzn, Goog, Msft etc indicating >$500B in Capex spend, who are the beneficiaries ? The chips are obvious but who else ? Are the copper companies part of the list ? What are the best names based upon valuation here ? Thank you.

Q: I have a recent purchase of AVGO:CDN stocks and am up 71%. I check my CIBC account for this stock and it shows a drop off the cliff price chart which I don't understand. I can't find any explanation for this. I see the dividend is very low and thought it was much higher when I bought the stocks. Can you shed any light on this?
Thanks