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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: So, another question on Kraken Robotics.

Stock has shed over 35% of its value from recent high of $10.73 and now testing 200 day MA of $6.52. Do you still believe this continuing downtrend as a simple Consolidation process ? Would you be concerned and inclined to act, one way or the other, as a Portfolio Manager, with a full 4-5% position ?

It is ironic to witness the deterioration in momentum and Market Cap of Kraken, while , during the same period, Anduril ( Kraken's major customer ) just completed another round of $5 Bln financing, lifting its market valuation (private market) to $60 Billion.

What are we missing ?

Thank You
Read Answer Asked by rajeev on May 13, 2026
Q: I am looking to validate a long-term investment thesis (3 to 5 years) on ServiceNow.
Here is my reasoning:
Jensen Huang consistently cites ServiceNow as the perfect example of his thesis that SaaS companies will become GaaS companies (Generative Agent as a Service). NVIDIA itself uses ServiceNow internally, and the two companies just launched Project Arc together at the Knowledge 2026 conference. Huang predicts that the large organizations of the future will “run on ServiceNow.”
What convinces me fundamentally:

ServiceNow is already embedded in 85-90% of Fortune 500 companies

Switching costs are nearly prohibitive (data, workflows, employee training)

Their AI product Now Assist has already surpassed $600M in ACV and is targeting $1.5B by end of 2026

Management is targeting $30B+ in subscription revenue by 2030, roughly doubling current levels

The stock is down approximately 40% in 2026, which could represent an attractive entry point

My questions

Do you share this long-term thesis on ServiceNow?

Does the ~40% decline in 2026 represent a buying opportunity, or are there structural risks I may be underestimating?
Read Answer Asked by jean on May 13, 2026
Q: CEO of NOW recent comments state they project being a $1T company by 2030. Jensen Huang believes they are are the forefront of AI as a service and undervalued (recent comments and past comments). Jensen has been correct before!

Is the market missing something? What would it take for the market to value NOW as an AI First company?
Read Answer Asked by Mark on May 13, 2026
Q: Hey sorry I asked a question about CELH just a few hours ago. Please add this commentary under the same question. I just wanted to add a point as I was asking for your thoughts on CELH pullback. Some investors are claiming the pullback is due to Celsius branded drinks only growing 6%, while Alani Nu grew much more. They are questioning the original comments from mgmt that Alani and Celsius only had about 15% customer overlap. But it seems that Celsius brand is being way more cannibalized, and likely competition impacts, but overall Celsius brand drinks has lost it high growth that the company has been priced on. Can you add your thoughts on this thesis and is CELH still a hold in the face of these issues? Thx
Read Answer Asked by Adam on May 13, 2026
Q: I haven't seen any questions regarding Canada Goose for a while so I'm just wondering what your take is on them these days. I bought a stake in them many years ago when you had them in your Growth portfolio, I've held on to it still because I believe they make an excellent product but the profit metrics are still not there.
Thank you

Jim
Read Answer Asked by Jim on May 13, 2026
Q: What are your thoughts on the Service Now, META and Turning Point Brands? Buying opportunity at current levels?
Read Answer Asked by Madhur on May 13, 2026
Q: If one were to choose to allocate some money to the "Outer Space" investment theme, but not want to try to pick a specific stock, what would be your recommended ETF's with that theme? Are there any Canadian denominated ETF's that are potential candidates?

Thanks as always,

Dave
Read Answer Asked by Dave on May 13, 2026
Q: Good morning I have 2 laggards in my unregistered US account. Microsoft and Robinhood. I've taken profits in both when at higher valuations. Would you endorse a switch to Micron and provide suggestion for a solid dividend payer as well ?
Thanks in advance.
David
Read Answer Asked by David on May 13, 2026
Q: Hello 5i,
Since June 2025 AW has not moved. It reached $40 in July of 2025 but has since dropped back to $36. Do you see it as going anywhere, should I hang on as a value investor or move the funds into PBH, or even add to my 3 lowest to shore them up even though they are doing well.
Thank you for your great service
Read Answer Asked by STANLEY on May 13, 2026
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