Investment Q&A

Q: When the U.S. went after Huawei, it seemed probable that NOK and ERIC would benefit. Their shares have tripled and almost doubled in past year. Are they actually getting former Huawei business or are they up for other reasons. If so, what?

Q: Hi 5I team. Any thought on the 4 something % drop today .Is the business still in operation. Could it go bankrupt? Sitting on a over 70% loss.now .Can you imagine how long for possible recovery? Thanks Larry

Q: Thanks for all your good insight. I have a good position on NEO purchasing it at $10. Sold 20% of my holdings at the high this morning but wondering how high this stock may go. What is the potential for UCU. I just purchased it recently and wonder if it has the potential of NEO.

Q: hi,
can you comment on earnings, price action, and recommendations re BUY or SELL?
cheers, Chris

Q: Good morning,

BN earnings look pretty decent to me. What are your thoughts on the quarter?

Thanks as always.

Q: Can you comment on the earnings and the outlook? Also if favourable, a price level to add to positions? Thanks

Q: I am baffled. Watching BNN yesterday morning I saw that CSU had good earnings, I was feeling good about this stock thinking that it finally turned the corner. They interviewed a guest who was very high on the stock and then yesterday the stock moved slightly higher but not anywhere near what I was expecting. I bought the stock low but after watching it hit $5,000 and now trading around $2500 what are your thoughts . Do you see it recovering. Thanks for your excellent service.

Q: Hi Everyone at 5i!
One always hopes to get in on the ground floor prior to some IPO's hitting the market, namely SpaceX, Anthropic and OpenAi. When the IPOs do hit the public market there will be a great deal of volatility and price fluctuation, I am sure. As a retail investor, we have several options, as you mentioned in a previous question.
1) Invest in ARKVX- problem.. High expense ratio and limited liquidity (quarterly)
2) Invest in Google and Amazon which have significant exposure to these IPOing companies.
3) Wait until the initial dust settles on the open market ands purchase the stocks individually
4) combo of 2 and 3
Are there any other alternatives that you could share, and if not, which of the above strategies would you employ?

Thank you,

Tamara

Q: Is there an ETF that covers CHIPS, Electricity, Cooling and other components to build the Data Center for AI.

Please recommend CDN and USA ETF.

Thanks for your excellent service

Q: Regarding these three roll-ups and the perception of AI basically rendering some of their holdings irrelevant, I would like to know if CSU, LMN or TOI have seen any evidence of AI affecting their companies.

Q: NBIS has been nothing short of spectacular and have done well. After the recent quarter whats your outlook and this keep moving upwards? seems like they have a lot of tailwinds

Q: Is there a cdr for this stock?

Q: in reference to Joseph's question and comments on Peter's personal portfolio, is it fair to ask which 'covered call' ETF's he prefers...

Q: I like a lot of ideas that Adam brought up today, and 5i response. Lets take stocks like CSU, LMN, AXON, and i could name many more, they are always BUYS at 5i, at the high and at the low, if you have a 5 year outlook. Maybe say that the stock has run to far and wait for a better buy lower, like Cramer does even on his favourites .
Too many investors feel that everything will always keep going up, and as some of 5i investors have found out . Well maybe we have found the low on some of 5i favourites.
Thanks Again

Q: DRAM has only been around since March 30 . And I notice today it is up close to 5% whereas MU is up 3% ..... In a very short history { one month } has DRAM consistently out performed MU ? And if so what do you attribute it to ? I notice that their makeup includes derivatives though I have no idea how that influences the price of the ETF ? ...... But If DRAM which is a diversified memory ETF out performs MU .... Why would I even consider buying MU ? ..... Thanks for your terrific service .....

Q: Hi! Another sharp drop for WSP on May 13. Why is sentiment so bad on this stock? Were earnings that underwhelming? They have a great track record for growth and acquisition provide a service that cannot be directly replaced by AI and is and will continue to be in high demand. The backlog is as high as it has ever been. Any colour on the price action would be much appreciated, because it seems
overdone. But maybe I am missing something. Thanks!

Q: Hello 5i Team,
What are your thoughts on Ninepoint ETF's?

Thanks
Brent

Q: Hello Peter & Team,

I would like to add some additional funds to my Canadian growth portfolio for a 2–3 year time frame.

Currently, I am holding LMN (22%), PRL (43%), and KEEL (33%). At the moment, I am down approximately 43% on LMN and 10% on PRL.

Could you please advise if it makes sense to add more to these positions at current prices, or if you would recommend any undervalued Canadian growth stocks for the next 2–3 years?

I would appreciate your guidance.

Q: I would appreciate your views on DXT's recently released Q1 results.
Thanks as always.

Q: Hi 5i Team,

Morning.

What would be an optimal number of stocks held in a portfolio?

Regards,
H