Investment Q&A

Q: Dear Peter et al:

What do you make of Perplexity's offer of "buying" Chrome for 34.5 B ! Perplexity itself is worth only 18 B according to one report that I read! Some bloggers say that this is to rattle Alphabet and give the antitrust government lawyers ammunition to break it up. Without Alphabet, Chrome becomes very weak which is good for Perplexity. If Alphabet sells Chrome to Perplexity then it it becomes huge in Search domain! A win-win for Perplexity and a lose-lose for Alphabet. So, the reasoning goes!

I couldn't help thinking that a contrarian view might emerge. Alphabet might spin off Gemini and Chrome together!! Or make an offer for Perplexity!


Anyway, does this affect your strong endorsement of GOOG? I know you are a fan. Me too!

Q: hi folks:

did well with this company in the past

i see it has sold off quite hard; it did get a big trump bump

can you pls provide an update? and would you consider it worthwhile at this point

thanks in advance

Q: Hi 5i, I'd appreciate your current take on Viavi Solutions. It appears to be a viable small cap that could benefit from the AI build-out. Thanks!

Q: First Trust Natural Gas ETF (FCG) - not in your system. This US based ETF has a mandate to invest in MLP units among other things like stocks. Does this make it problematic for Canadians to hold as it pays a 2.8% dividend? How does it compare with UNG - also not in your system?

Q: Would you invest some cash in this? BMO ZAAA-NE.

Q: Hello
If you had a choice between brookfield corp and constellation software, which one would be best for buy and forget type of stock? Thanks for your service.

Q: Does any 5iii moderators have a VIX strategy in place IE: 1-2% position

Q: I own ALK - bought Mandalay a while back and held on when it was acquired by Alkane. Since ALK started trading on the TSX it has not done so well. I feel that ALK should be trading higher - Is it a buy here ?

Q: So what's the story with these? They've really backed off over the past week. Are they not delivering up to expectations? Anything to be concerned with?

Q: Any thoughts on the recent rapid slide in Topicus?

Q: Good morning - I'm finally back to break even on WELL, held in registered accounts, and am wondering if this isn't a good time to move on, but to where? You seem ambivalent about WELL's future and the whole sector is in disfavour. I also have ISRG and ABBV so I do have other sector exposure. So, hold or punt WELL?

Q: hello 5i,
please comment on earnings. to my untrained eye, it looks like sales grew by 70% but net income fell (slightly). How would you assess these results?
TIA!

Q: Please review Q results for both.
Is it still a hold/buy for both? (I do not intend to add to the existing positions). My objective is growth with both names.

Q: Good Morning
Does the large drop just before earnings shake your confidence in the integrity of management in Terravest? Seems hard to believe it was a lucky guess on behalf of those who sold yesterday. Where do you see the stock going from here?
Thank you

Q: hi folks, thoughts on Q2 results for Celebrite clbt/q....seems like a good Q with a new CEO being named....stocks needs a lift....Buy/Hold/Sell....thx as always, jb

Q: When is it considered a market correction? I currently have money sitting on the side lines, waiting to buy a discount but unsure if a 5% drop is validated as a true “discount”. Would YOU be waiting for a certain drop in percentage before buying a dip? I understand that involves perfect timing which is impossible. Any help is appreciated. Thanks

Q: Financials just out and they look quite good. Do you concur? Comments? What do you see happening to stock over next 6 months. What price might it be at at year end? If there is a negative to the news, what would it be? What might derail performance?

Q: Thank you for your insightful analysis following The Trade Desk's results. I agree that the stock's drop appears to be an overreaction to the published figures and the well-managed CFO departure.

However, my main question concerns the nature of the competitive threat from Amazon, which seems to be the real structural issue behind the market's nervousness. Unlike the historical competition with Google or Meta, which was mainly technological, Amazon is attacking TTD on new ground: the field of commerce, with the decisive advantage of the "closed loop" (direct purchase data and indisputable ROAS measurement).

My question is as follows:

Do you believe that The Trade Desk's counter-strategy—which relies on its independence to unite the "coalition of Amazon's rivals" (Walmart, CPGs, etc.), proving the superiority of its AI platform (Kokai) on the open internet, and accelerating its international expansion—is powerful enough to defend its competitive moat against the gravitational pull of Amazon's data and enable a return to sustained growth of over 20% by 2026?

In other words, do you see the current slowdown as a temporary setback or as the beginning of a structural erosion of market share in the most lucrative segments?
Thank you

Q: What rare earth stocks would you invest in…US and Canadian. Thank you.

Q: This is the fourth straight day this stock is dropping, I thought the quarterly report was quite good, they raised the dividend and they're buying back stock. So why is it dropping, especially in a pretty strong market? Are there any bad omens on the horizon?