Investment Q&A

Q: Which stock would you prefer TER.US or MDA for long term growth?

Thanks for your service!

Q: is it time to buy crwv

Q: Back in October, I asked you this question: Do you think NBIS stock is still a good price or is the stock becoming overvalued? Feels like there's lots of hype around it right now.... At what price would you think is IS overvalued?

And you responded by saying that 150 was time to perhaps sharpen your pencil. Do you still fill this way or has your rough number changed? There has been quite a bit of news from this stock since last fall.

Look forward to your insights.

Q: These 2 stocks have been really beat up lately it seems because of the higher valuations vs results and AI fears.

But if you listen to the most recent earnings calls AI is actually a driving force behind their results, their ability to drive efficiencies / scale and is exactly the kind of 'benefit' that AI can provide (eg. combing through large amounts of data - many of which most humans don't even want to see, writing reports and synthesizing interactions etc) And they operate in industries where switching costs are huge and the barriers to entry and data privacy issues / cybersecurity is paramont.

I really think the market is wrong on these names - when do you think the shareholders will be rewarded? I realise long term that AXON has well out performed but over the past year or so it is below standards.

Q: How large is YOUR AI exposure? Obviously I’d like to maximize my return before it takes a big hit. What will you be looking for when considering moving on from this theme? Should I choose a different approach and hold for the long term regardless?

I have NVDA, CLS, NBIS, MU And TER. Each being 5% of my overall holdings.

Your overall thoughts on my exposure ?

Thank you

Q: Hello Team,
What are your thoughts on ISRG today? I am thinking to add...
Many thanks!

Q: Can you recommend an ETF that covers European military rearmament.

Q: I recently took a small position in SPRX:US, Spear Alpha ETF. It does not come up in your data base; can you pls add it so that I can include in my portfolio tracking. And can you pls provide your assessment of this fund....do you see it as a suitable way to get a broad exposure to the tech world? Do you think it is spread too thin? Are the fees appropriate for what it does? Thank you for your excellent service

Q: Long term owner of WSP, with a full position. Started buying WSP in 2014 @ $37. Long term believer that WSP will rebound from it's current price of around $220 and resume it's "up and to the right" trajectory.

Going to trim some (again) from my Cash account for a capital gain. At the same time, I plan to buy some in my TFSA. My understanding is there are no CRA issues with this plan, as it is a capital gain and NOT a capital loss situation.

Please confirm....thanks....Steve

Q: Does PNG report this week on April 16? What's generally expected and what does 5i expect? What are the results, both hard and soft, that could move the stock higher or lower? What's is the one result that could hurt the stock and the one result that could move it much higher?

Q: Any reason why SHOP has been so weak the past few days and particularly today? I don't see any news and am trying to figure out what's happening. I realize it's a volatile stock. Is this to be taken as routine movement for this type of stock?

Q: I know that you really like Shop but it has been extremely weak Today it is down close to 6% On a technical basis it is approaching a support level of around 151 give or take. Break that and we are on our way to 100. My gut says that the market does not like this stock. Perhaps we should pay heed to what the market is telling us and limit our losses while we can. Your analysis please.

Q: What's the feeling on these 2 American telcos as compared to our Telus or BCE?

Thnx 5i

Q: Thoughts on GE Vernova at this price point?


Thnx

Q: With the soon ipo of space x and the last nav of stck at 15.35 as of dec 31, which I guess is mark to market do you feel there is much upside , as the share price is now around 25. Personally I think the space x ipo to be way over subscribed and a cult like following for some time .

Q: Can you give me 3 stocks (Canadian or US) that have been beaten up since the start of the year that you have the highest conviction on for a turnaround for the rest of the year?

Q: Please provide your opinion on this for a long term hold. Many Thanks!

Q: Can you comment on the prospects for this name?

Q: ATEN has been reaching highs this past week. Could you review it and give a summary of what I does and why it is reaching highs. Is it worth investing in or do you prefer others in the space?

Q: Hello Team 5i & Everyone,

Would you mind providing a list of 10 American software stocks that are beat down because of AI fears that you think have good potential for a real recovery at some point in the future?

IGV seems to be holding up okay for now with the S&P500 in a downtrend, I assume because it's possibly "oversold".

Thank you!

Sandra