Investment Q&A

Q: Can you follow up on your last comments on Ultra Clean Holdings and their most recent earnings and why they dropped so much? Buy, hold or sell? thanks

Q: Is TTD going to be in the penalty box for a few quarters? Is this a hold or sell?

If I sell looking to allocate the funds to make Google and VHI full positions.

Q: Hi 5i
How were TEM earning and where do you see it going from here? Market does not seem to like.....Would 5I be interested after the 15% drop today? if so at what price
thx

Q: After Friday's big market drop, what are the best 5 stocks currently that are "safe" with a growing dividend, to start positions in?

Q: Hello, what is your view on RTX? It has had a return of close to 40% in the past year. Obviously, I don't expect it to continue at that pace. With tariffs possibly coming, it would affect Pratt&Whitney in Canada. I like the co but I'm debating whether to sell and protect my gain in order to rebalance my portfolio. Thanks

Q: Hi All at 5i!
I am wondering what your thoughts are on Sterling. I initially bought it at $53 and have trimmed away some of the gains. They report on the 25 th . The stock has declined in value over the last while. Do you still think it has good future prospects for growth.
Cheers,
Tamara

Q: November 2020 was your last response on the business fundamentals of this company. Recognizing that the stock price has dropped even more since then, what has changed with this company's outlook when comparing time periods?

How is its balance sheet and drug pipeline compared to Pfizer?

Pfizer is clearly more of an income play but that aside, do you favour one or the other for any particular reason?

Q: Hello, how do you feel about taking a position in both these stocks for safer compounding places to hide in these volatile markets ? If so, would these prices be fair or would waiting for a larger pullback make more sense ? Thanks.

Q: What's going on with these companies? Ever since I bought all of them about a month ago, they are al tanking!!!

Thanks! Austin

Q: Hi, I have to wonder, given today's drop in VRT's price if it is headed in the same direction as others following long term downward price pressure such as LSPD, AQN, SMCI, etc. Initially I thought the drop after DeepSeek was overdone, but now I am thinking I've missed something else. I understand it did not have great earnings recently - is it time to move on, vs wait to see how much lower it may go? Or is today's drop a result of outside forces, such as options expiration? Thank you for your thoughts and advice.

Q: After the market events of early 2025, what would you consider a "reasonable size" position in NVDA, if it were your portfolio? Would it be a lower percentage than, say, a year ago?

Q: I have two questions on HOOD: first, on the 5i stock profile, HOOD has a PE of 87, while on Yahoo Finance it is listed as 32, which is right?
Second, after the decline from recent highs, is this a buying opportunity or would you wait until it levels out/consolidates?

Q: Hi there, a couple weeks ago I asked if you were to build a US portfolio to replicate the BEPORT using CDRs, which stocks would you use. Thank you for the great guidance. Recently there has been 10 new CDRs added. Would you make any changed to your original list from a couple weeks ago based on the new CDRs below?


Airbnb CDR (CAD Hedged) – ABNB
Applied Materials CDR (CAD Hedged) – AMAT
Arista Networks CDR (CAD Hedged) – ANET
Blackstone CDR (CAD Hedged) – BX
Chipotle CDR (CAD Hedged) – CMGS
Merck CDR (CAD Hedged) – MRK
Occidental Petroleum CDR (CAD Hedged) – OXY
Oracle CDR (CAD Hedged) – ORAC
Palantir CDR (CAD Hedged) – PLTR
Wells Fargo CDR (CAD Hedged) – WFCS

For reference, this was your previous answers:

"We are not going to allocate via sector nor weightings here, but some of our favourite CDRs would be: BRK.B, ISRG, BKNG, JPM, RTX, GOOG, AMZN, MSFT, NVDA, LLY, CVX, COST, CRWD, UNH, PG, UBER, XOM, V"

Thanks!

Q: Hello 5i research
I would like your opinion on purchasing BRK CDR on the Canadian market.
Would the performance be the same as the BRK on the us market? Would you recommend purchasing unhedged or hedged ? what are the two symbols?
Please deduct as many points as you feel appropriate.
Thank you

Q: Hi,

Any thoughts on FLNG? Sustainability of their dividend, prospects for share price increase? Also, is there a resource for investments held off shore that aren't subject to a dividend withholding tax?

thx in advance for the response

Q: Given the antics of DOGE and the stated desire of Trump's administration to drop the Defense budget by 8% per year, do you think either of CDP or DEA are viable investments for income? Are there similar Canadian firms?

Q: WE have ISRG, VRT, GOOG, NBIS, NVDA, and AXON in our US trading account. My wife and I are interested in adding CDRs in our TFSAs to gain US exposure. Our first CDR purchase was ISRG. Being TFSAs, longterm growth is our primary concern and risk tolerance is high. In addition to GOOG, mentioned today as your top conviction CDR, could you please list 4 others you’d buy today for a longterm hold, with a brief reason as to why you’d choose each. Also, we plan to purchase soon but given recent turmoil would you wait until after Trump’s tariff deadline for Canada and Mexico.

Q: Hi 5i Wonder Team!

With the recent news of the semaglutide shortage ending with Novo Nordisk (where HIMS was filling that production gap) will this change be quite material for HIMs in terms of revenue?

Would you be a buyer today of HIMS for a 5 year hold?

A million thanks for your incredible service!

Q: Please give us your opinion on this company going forward. Tks in advance

Q: What are your top 6-7 growth stocks for Canadian and US markets and what makes each one worthy of making the list (moat, momentum, management etc)?