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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: What supply chain software companies are the winners and losers in regards to Amazon's Supply Chain Services (ASCS) announcement. Specifically please comment on whether or not you think it will have a material impact on the prospects and share price of Descartes and Kinaxis.
Thank you.
Read Answer Asked by Glenn on May 08, 2026
Q: Hi 5i
How were GRD earnings today, good, bad, neutral? and how do you view prospects moving forward?
Given shares are down a bit today would you still consider this an opportunity to initiate a position at current price?
Can you explain in laymens terms what these guys do, who competitors might be and where they fit in the overall AI picture? Are they mostly a software or hardware company?
Thx
Read Answer Asked by jim on May 08, 2026
Q: I'd like to increase investment in Materials. I currently hold Nutrien and VNP.
Considering AEM or WPM .
Please rate these and suggest other options.
Read Answer Asked by Valerie on May 08, 2026
Q: Hi i Team - I have taken an initial position in Micron, the US version and may consider adding to it. However I am wondering about buying the CDR (CAD Hedged). Are there any advantages to buying the CDR's over the actual stock. I do not have a very clear understanding of CDR's and hedged equities so any clarification of this would be much appreciated,
Thanks.
Read Answer Asked by Rob on May 08, 2026
Q: Everyone, When evaluating a stock purchase, what process do you follow? Specifically, what financial metrics do you review, what peer companies or benchmarks do you compare the stock against, and do you typically buy the position all at once or build it over multiple purchases? Similarly, what criteria and process do you use when deciding to sell a stock? Clayton
Read Answer Asked by Clayton on May 07, 2026
Q: I hold Fix and Vrt and have done very well on both because of their potential re Data Centers, I am nervous on both because of past performance and I am aware that this % performance wont go on forever and there will come a day that I will likely bail. Do you have any other similar stocks that you would recommend That should benefit from the Data Center frenzy. Iwould put a stop loss on any of these stocks Thank you.
Read Answer Asked by Brian on May 07, 2026
Q: Hi 5i,
May I please have your comments on the latest Q1 results from Sterling Infrastructure?

The stock has performed well over the last +/-3 years. For a current 3.5% position in a portfolio, would you continue to hold long term after this large jump today? Or would you trim to take some profits?

How does STRL compare to others such as FIX, PWR and POWL?
How would you rank these 4 companies for a 3 to 5 year hold?

Thanks.
Read Answer Asked by Brian on May 07, 2026
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