Investment Q&A

Q: May I have your comments on the Q4.
Still no news on the real estate strategy?

Q: Please comment on KSI's earnings. Most metrics look good except for the expanded loss. Any explanation for the increased loss and what do you think of this stock going foward?

Q: Would you comfortable initiating a position in either of the above? If yes, which one is your preferred and why?

Thanks

Q: Hi 5i,


Thomson Reuters (TRI) has recently displayed several technical signs that could indicate a potential bottom, including bullish RSI divergence, improving MACD momentum, increasing rebound volume, and a possible inverse head and shoulders pattern around the 123–124 level.

Considering both the technical signals and fundamental strength, would you consider the probability of a near-term base formation to be high?

What specific fundamental or technical conditions would you need to see to confirm that TRI is forming a sustainable bottom?

Many thanks for the advise.

Q: Please let me know your thoughts on FPS
- Newly listed and looks interesting

Thanks,
M

Q: Thoughts on the quarter?

Thx

Q: Hi,

Further to my question on Feb 24th, I am wondering about whether or not this:

"...Jefferies analyst Brent Thill says that investors panicked entirely too hard over the launch of COBOL translation capabilities through Anthropic's Claude Code:

“We believe the concerns overlook that IBM is already disrupting itself, with watsonx Code Assistant for Z embedding GenAI directly into the mainframe to refactor COBOL into Java and modernize apps with full system context,” wrote Thill. “Importantly, IBM's software reaccel hinges not on mainframe but on broader momentum across hybrid cloud, AI, automation and data.”

might change anything in your strategy of holding to see how things progress and if not, then take the tax loss towards the end of the year.

Even Anthropic said that new AI tools for its Claude Cowork agent software will integrate with, rather than displace, existing systems.

Does this revelation from Tuesday change the dynamics for any of the stocks that have been beaten down hard on Anthropics' recent announcements?

Always nice to read yours thoughts - thanks!
D

Q: Are these all good for Income & Growth? Thanks!

Q: Can you please provide names of Canadian companies who are involved in the geothermal sector?
Thank you.

Q: Hi 5i,

Would appreciate you thoughts on MELI latest quarterly earnings.

Thank you,

Greg C.

Q: Greetings 5i, your analysis and opinion on this company and its future prospects please. Is it worth holding? Thank you.

Q: These 3 companies: STN; WSP; TOI reported year end and quarterly financials today. I'd be interested on your thoughts regarding the results for each and going forward. Three questions in one. Deduct as many credits/ points as needed. Thanks.
Robert

Q: Would you consider Capital Power on a list of halo stocks and powering AI? Or was it excluded purposely? I mainly mention this because I thought previously they had been tied to natural gas powered AI data centre's in Alberta? Disclosure: I own it but am very open to upgrading to something materially better in that sector.

Q: Your thoughts on this foreign financial company
thank you 5i

Q: Is this a good price range to pick up some Arista stock?

thnx

Q: Please comment on Topicus earnings.

Do you consider these results to help dissipate the AI related fears ?

Thanks

Q: Does "BYD" reported earnings yet? If yes, could you please analyze the earnings, and give a guidance on buy, hold or sell.

Thanks,

Q: Thoughts on the quarter please?

Q: Do you have a few TSX or dual listed companies that are building or developing hardware for the AI future. Any favourites ?

Q: What are your current thoughts regarding RTX? Is this a favorite defense stock or are there others you are favoring? If so, why?
Thank you.