Investment Q&A

Q: DELL How will they benefit from AI and Data Build Up ? Is it a buy or do you recommend something else in this space Thank You RAK

Q: There's lots of questions about the future of Nebius and it's datacentres but I couldn't find any that touched on their ownership of their robotaxi and deliverybot division, Avride. Given the valuations of PONY, AUR, MBLY etc, what percent of NBIS's market cap would you guesstimate is attributed to their self driving division?

Despite recent Deepseek developments, I feel like NBIS is undervalued relative to its' peers given their robotaxi launch later this year in Dallas and their existing deliverybot program. Am I being too opptimistic here?

Q: Hello, I have a few questions on tariffs.
With the anticipation of Tariffs, what sector would you recommend we are to stay invested in
Also. Do you think the Tariffs will last long .? If no, why? And lastly, do you think the market will drop by 5,10,20% given tariffs

Thanks

Q: I have money to invest and I own none of these stocks. Could you list them in order that you would buy them today.
Thanks for you help.
Dorothy

Q: Hello 5i team,
The stock price has fallen a bit below my entry price and I wanted to add to it. Would you still be comfortable adding at this level. The tariff craze is not spooking the markets as much as implied and was wondering how much product PBH sells to the US(or if they have operations there)?

I am holding for the long term (purchased in Dec 2022).

Thank You,
Andrew

Q: I have been moving some of my stocks to ZSP or VDY believing this is more conservative as I should be as an older senior. Am I right or have I just made this up?

Q: Good Morning
Can you please list the following sectors from the most vulnerable to the least affected by Trump's tariffs ? Please deduct as many credits as required. Thank you again for your insight.

Banks
Insurance Companies
REITS
Staples
Communication Services
Utilities
Pipelines
Discretionary
Technology
Energy
Materials
Industrials

Q: I'm curious to learn more about evaluating valuation metrics such as fwd P/E and P/S when analyzing a company and its expected growth rates. You often mention that a company is trading at X fwd PE which is cheap or that it is expensive. How do you know this and what exactly does this mean in the context of looking at its rev and earnings growth rates? You often say if the E or S is rising faster than the P, then yes, over time the valuation can come down quickly with the stock rising fast as well, just like how NVDA has done over the last few years. I've heard maintaining a +30-50% growth rate is very hard over a long period of time and not many companies do it and growth rates will slow down.


For example, lets quickly compare PLTR vs CRWD vs VRT over the next few years:

PLTR shows 173x PE and 54x PS.
Rev growth is 25% and 22% for 25/26
EPS growth is 26% and 21% for 25/26

CRWD shows 99x PE and 21x PS.
Rev growth is 28%,21%,21% for 25/26/27
EPS growth is 21%,26%,25% for 25/26/27

VRT shows 34x PE and 5x PS
Rev growth is 18% and 14% for 25/26
EPS growth is 32$ and 25% for 25/26

Looking at these numbers, PLTR is by far the most expensive valuation wise and WAY above any other software name in the universe. So at the current valuation of PLTR, what kind of rev and eps growth rate does it have to maintain in order to justify this valuation? What is the relationship between the fwd PE/PS vs the EPS/Rev growth rates and how do you analyze this? Any color you can add to this would be great, thank you!

Q: Hi group want to park some $ in high interest saving account I have 2 question's )

- How is the return calculated ( as an example PSA pays out dividend monthly monthly does that mean if i cash out in the middle of the month that i do not get a pro rated amount based on my balance. Could you explain how that works. is it a daily calculation payable at the end of the month or what.

- if i buy a US high interest account would that be a benefit for a higher return compared to buying a high interest Cad saving acct.

- could you provide some actual comparisons using real returns and currency numbers


thanks for your help with this.

Q: resp for grandkids just wondering buying the canadian cdrs of google [goog] will the canadian dollar hitting lows affect this stock at all or does not matter. thanks

Q: For the two situations below, if you were to buy only one of these two stocks at today’s prices, which would it be?

1. ATZ or DOO

2, BEP.UN or FTS

Thank you

Q: FOUR has bounced back. I sold it when Trump tapped Isaacman as head of NASA because of uncertainty. Is there more certainty that the stock can survive his exit intact, or is it rising on speculation of selling the co?

Q: Any news for the price movement.

Q: Can you please provide some good Copper and Silver ETF's. CDN and USA.
Thank you in advance

Q: TSU is at a 52-week low. Is this a:

(A) Excellent buying opportunity;
(B) Modest buying opportunity;
(C) meh

I have no insurance position currently. I am familiar that 5i prefers Sun Life vs. Manulife. Where would TSU plug into the equation for an investor with a growth-oriented portfolio and with a long runway ahead?

Thanks,
Ian.

Q: Should these auto parts stocks be sold because of Trump tariffs?

Q: Do you when MDA reports earnings next and what the expectations are?

Q: Hello 5i,

Your reply to Mike’s question on affects of DeepSeek was bang on. There is a lot of missing information on GPU’s, heat reduction, capability during high volume, etc, though to their credit the programmers may have found a new way to look at data which may be all that general users require.

BUT, let’s be clear, they could not have progressed without Western ingenuity and the Chinese government encouragement to steal western code and technology over and over again.

Our thoughts: Data centres are coming with the evolution of hardware. The Blackwell GPU may be ahead of its time and that is a risk for NVDA and to some degree VRT. We think NVDA missed an opportunity for extended longevity by announcing Blackwell too early.

Electrical grids require updating to be efficient with changing climate activities and technology regardless of data centres so we will chip away at a few stocks. If you assess the need for electricity from data centres at 50% of what it was projected and infrastructure improvements, what would be your top 5 stocks to purchase today?

Thank you for your advice over all these years

D&J

Q: hi folks

any updates on the continued viability of this pot stock

are will still simply awaiting legislation?

thanks

Q: What are good entry points for Hps.a and Mcbif they are buyable.Txs for u usual great services & views