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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good Morning Team 5i & Everyone,

Do I have this right? The cybersecurity sector is selling off because of the fear that AI will eat their businesses? I’ve heard that Claude has the ability to scan databases for vulnerabilities and suggest targeted software patches for human review, allowing teams to find and fix issues that traditional tools miss. What I don’t understand is why Crowdstrike and the rest wouldn’t just use the same AI or some clone of Claude to make themselves even better at cybersecurity? Can you flush this topic out for me if you’re able to please? I’d like to understand the bear and bull case going forward.

Thank you very much & hope you have a nice weekend,

Sandra
Read Answer Asked by Sandra on February 23, 2026
Q: Both GSY (go easy) and Well health float at annual lows. When are they expected to report? Is the current valuation "fair value" given what we know today? or are they trading at a discount
Read Answer Asked by Mark on February 23, 2026
Q: Can you please rank the following stocks in order for a 5+ year hold and a reason please ?
ENS, MU, TER and AXON

Thank you
Read Answer Asked by Nick on February 23, 2026
Q: I am seeking to increase my international exposure and financials. What do you think of this company at this current price? To what extent are current metrics comparable to other financials such as PRL or GSY? It is significantly lower than the IPO price and the prospects for growth has not disappeared. Buy, Sell, Hold? If a buy, would you recommend buying a third, half, or full position?
Read Answer Asked by Patrik on February 23, 2026
Q: I understand that both DLR and DLR.U trade on the Toronto Stock Exchange: one in Canadian dollars and one in American dollars. Does this mean that I can run Norbert's Gambit on the TSX without involving the New York Exchange?
Read Answer Asked by richard on February 22, 2026
Q: Has the downside potential to Celestica's connection to Microsoft ( in view of the rumoured production location change ) been clarified at all, in a way that might offer more longer term confidence in the stock?
Read Answer Asked by Mark on February 20, 2026
Q: Ultra Clean Holdings Inc(UCTT) Is up 200% since almost a year ago and Ichor Holdings, Ltd. (ICHR) has followed suit by 220%.

Can you explain why they move in tandem so often or is that a fluke? Why the meteoric rise in a year’s time? What do the companies do ?Please comment on the outlook for both, their balance sheets, on insider ownership buys/sells and the industry they serve. How does your opinion of them now compare to past opinions. Buy, hold or sell?

Read Answer Asked by James on February 20, 2026
Q: What would be your top 5 suggestions for HALO stocks in both the canadian and US markets

Thank you

Yves
Read Answer Asked by Yves on February 20, 2026
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