Investment Q&A

Q: Using your SMID rotation theme in the i2i report, please suggest a basket of stocks that fit this theme and an entry price if it's beneficial to wait for a pullback. Would you look at buying, for example, 5 or so at 2%? Thanks!

Q: Can you name a handful of ETF options for long term holds in my son's RESP account. Growth, dividend, and balanced. Looking for exposure in Canada and USA. I don't want the headache of managing stocks for this portfolio. I'd rather have something that I can just buy and not look at it for 15 years until he needs it.

Q: Earnings are up but outlook is down - possibly because of Kennedy appointment - would appreciate your comment as I do not seem able to access their earnings statement recording.

Q: HON. plans to spin off parts of the company 1. will HON shareholders receive common stock in each of the 3 entities. 2. will the creation of the 3 new companies occur at the same time. 3. has HON declared the date that the spin offs will take place. 4. if I buy HON now will qualify for shares in the 3 new companies thanks Richard

Q: Can you walk through possible reactions of the market when NBIS reports next. Given that the financials are reflecting both the old Yandex and the very new NBIS there is a severe disconnect and fog about what is happening.
Who is buying the stock now and will the market be able to sort out a clear picture of a stock which will apparently show a dramatic drop in revenue in the report.

Q: Good morning,

I have read a fair bit on PLTR and would like your opinion on it's future prospects and what you think of the companies balance sheet/debt ect..

Could PLTR be like Tesla or Netflix from the early 2000's? I remember looking at both of those companies and stocks and at the time using a value approach and just couldn't buy them prices were 24$ and 16$ at the time, those were some missed opportunities. Could PLTR be that or is it a GAME STOP stock?

Thanks

Q: One of your readers noticed that you made a great call on this one! Now that it's more in the public eye, would it still be worth jumping in after it's sudden and rapid price increase? If not, what are two or three other US stocks that you see as high growth over the relatively short-term to midterm?

Q: Hi. I totally missed the boat on Palantir. When the stock was in the high 20s, my beliefs and lots of what I read was confirming that the stock was over priced (at least that is what I thought), and I felt same as the stock rose to the 30s, 40s, .... and now over a hundred. And I still feel that the stock will need to correct at some time, as it has a trailing P/E in excess of 500 and possibly a P/E of at least 300+ looking forward. I made exactly the same mistake with many other companies such as Netflix, Facebook, .... I know that small, newer companies can exponentially increase their profits as they grow up but there is no guarantee that they will be successful (let alone be excessively successful).
So my question is three fold (please deduct necessary credits).
1. What did I do wrong here? I watched the stock go up and up and never pulled the trigger, thinking it was always too expensive. I sometimes feel it is more of a meme stock.
2. Would you buy Palantir at these prices / why?
3. Do you feel that there may be some other companies out there that may be in their early days (or well established) with lots of room to grow. If yes, your listing a few of your top convictions, along with a sentence (or two) explaining your rationale and intuition would be greatly appreciated.
Thank You.

Q: Your thoughts on the most recent results for MCK would be appreciated. Thanks
Ian

Q: What do think earnings will be for DELL on February 27th 2025

Do you recommend its purchase ? RAK

Q: The Cerebras IPO, that has been delayed since last year, looks very interesting. I wonder if 5i has a view on if/when it will happen and considers it attractive.
Having spent some time working on wafer scale integration, it is a far more complex and challenging problem than they make it sound like.
Appreciate your insight, Peter

Q: Peter and His Wonder Team
I have never owned an auto stock. I realize competition is fierce and Telsa has an edge. However Ford is a survivor and is an American icon and so cheap...Please give the pros and cons of owning Ford. Or is the auto industry just too unpredictable to take a risk? Thanks for your assistance which is always valuable.

Q: Hello
I am looking for an entry price for a partial position
the amzn.to (CD Canadian) could do too,
thanks
Michael

Q: Hi 5i,

Would you please provide your opinion on Vertex Pharmaceuticals (VRTX) as a 3-5 year investment.

Does their recent announcement related to an FDA approved non-addictive, non-opioid painkiller have promise?

If so, what would be the longer term implications for the company?

Thanks.

Q: Ignoring any crypto implications (I am decently invested in that area), do you think liberalizing the financial regulations in the US is likely to produce outsized short to medium term gains in that sector? If so, can you recommend a couple of solid names, a couple of speculative names and a couple of ETFs. Thanks again for the great service.

Q: Own GIS and after many year's I'm up 1% not including dividends ugh. How would you rate these in the sector?
Many thanks.

Q: I just wanted to say well done to 5i Research. Today I was watching CNBC and someone from Alger Funds was on talking about AI investing. Her name was Ankur Crawford. At the end of the piece, she was asked to give an AI investment. She named Nebius, and said it was completely under the radar, undiscovered, had great potential and "some of the greatest AI engineers in the world." You guys seemed to have beaten the crowd to this one. Now I have to try to buy it as it goes up tomorrow!

Q: ELF got smoked yesterday after what seems like a decent earnings report (missed earnings slightly and beat on revenue). Is this overdone in your view? Does the valuation now look like a good entry given the future growth potential of this stock or is there too much risk still?

Q: Please comment on earnings. Looked fine to me but alas the stock is down after hours. Thanks.

Q: Long term hold or peaked?