Investment Q&A

Q: Hi 5i team,

How significant is WooCommerce’s strong global market share and zero-fee open-source business model as a long-term competitive threat to Shopify’s growth and valuation?

Best,
Matt

Q: Hi, I have a general question about portfolio management and overall positioning. I have a pretty good overall diversified portfolio with quality names that are often discussed here, though I don't really hold any names in utilities or materials. I'm early 40's and generally on the growth side of investing. My highest sectors are tech (27%), Financials (19%), Industrials (14%), Cyclicals (9%) and Energy (8%). My lowest sectors are Staples (5%), Health care (5%), and Communications (4%). Crypto is at 4%. REITS zero as my house is paid off.

How often should we re-position sector allocation in a year for our portfolio? Is it once or twice a year? Quarterly? I'm not talking about big sector changes but small adjustments such as trimming tech and adding to other sectors. Some of these market rotations happen quickly in the market. Its not a question of IF a correction will happen, but more WHEN and how to be prepared for it. What is the best way to capture upside vs downside protection? What are some key metrics to look at in our individual names? Gains have been good the last few years and I've been around to experience many crashes over the last 25 years since University and have learned a lot about holding quality long term compounders. Thank you!

Q: Any reason that Berkshire Hathaway don’t buy back due to the stock price still too high?

Q: Thoughts on the quarter please and thanks.

Q: What are the risks to investing in this company's 9% newly issued preferred share dividend Mr Saylor seems to explain is backed by his company's bitcoin holdings. He claims there is $5 of bitcoin value in backing of the dividend for every dollar invested. He's rather slick and bright but reminds one of a snake oil salesman of the past. Is this anywhere close to a sleep at night 9% dividend holding? Thank you.

Q: What are your thoughts on BIPC earnings. Please advise if I should add on weakness today or what price do you consider as great buy.

Thanks for the great service

Q: Leviathan gold has not traded in a while ,tried phoning and just get a basic message . Have you heard anything?

Q: I am a Cyberark shareholder. Would you kindly provide your thoughts on Palo Alto’s takeover proposal including the deal structure (2.2 Panw shares and $45 cash). I find it odd that Cybr’s closing share price today ($411) is approximately $16 below the value of the Panw offer (Panw closed today at $173.60).

Q: Ferrari has taken a big hit today. Is it time to get out or is it a buying opportuniy?

Q: Hi there, why is LULU stock so weak?

Are their any other underlying issues to be concerned about other then tariffs?

When do they report next, and what is expected?

Is this a good entry point, or do you see it getting even cheaper still?

Thanks!

Q: I have some money avalible for a long term investment in my TFSA and was thinking of adding to Crowd Strike or starting a position in Palo Alto. Crowd strike has done very well but looks more expensive on a valuation bases. what would be your advice?

Doug

Q: Hi,
Company announced that it is going to acquire CyberArk Solution which triggered a 5% stock declined. But actually it retreated from US$210 on 29th July 2025 to US$173 which is almost 15%. KeyBanc downgrading to Sector Weight citing integration risks and limited synergy potential. What is your analysis on this acquisition? Its less than 0.5% of my portfolio. Is it better to get out of the stock and wait for 6 or 12 months before you enter or any ETF or do you prefer any other stock better than PANW?
Thanks
Piyush

Q: Your views about the company. Is it a better way to play AI compared to other high momentum stocks as NVDA, SMCI and other Data Centre play?
Thanks
Piyush

Q: Hello,

May I have your take on the Palo Alto Network acquisition please?
Market doesn't seem to love it, but I assume it's good for the company in the long run.

Thank you

Q: Hi,

Which of the two do you lean towards in the current environment? Many thanks for your service to the investment community over the years.

GM

Q: May I have your comments on earnings please.

Q: The current dividend yield on Telus is close to 7.75% at the market close Aug 1. High dividend yield is a red flag. Is this dividend sustainable? Is it a red flag and if so why?
Is it following a similar path as BCE?

Q: Which is a better buy after recent earnings?

Q: if you had to choose between these two stocks which one would you have more conviction for? Thank you.

Q: Everyone, I do not day trade but I was interested in learning more about this type of investing but I am not sure we’re to start. Would you recommend a book or magazine or blog that I could learn from. Clayton