Investment Q&A

Q: Hello Everyone at 5i!
What do you think is the long term prospects of Vertiv Holdings . I am up significantly and am thinking of taking a wee bit of money off the table.

Q: When I think about the large impact AI has had on these companies I can't help but think some contrarian thoughts:
> Even if AI can replicate some of the activities of the engineering firms, there is a lot of liability on these projects they work on which require human intervention / approval / oversight
> Companies would not have the requisite engineering resources in house to verify if what the AI is doing would be safe/reliable for large construction projects
> Infrastructure as a whole will continue to be needed especially if AI growth continues which reinforces the project pipeline
> AI can be used by WSP, STN in-house to lower costs and become more efficient so they could turn around projects faster or cheaper and reduce labour on projects
> Wouldn't AI also allow them to develop more insights/data which in turn could be used to better manage projects / highlight risks or use data to better quote (which in turn reduces losses) etc

I see AI as an enabler of these companies but not necessarily replacing them - maybe on the low-end side of their business where liability/risk isn't high but on big projects you would think working with an outsource 'expert' will still be required

Am I way off in my thinking?

Q: After TLN results, your opinion please, are these good price entry points for these stocks
Thanks

Q: What's your take on Lantheus' earnings report and outlook for the next few years? I sold most of my position a year ago. Would you continue to hold a small position or move on to a more promising name?

Thanks for your invaluable service.

Q: Your thoughts please on Transalta quarter and the news on the data center?

Thx

Q: Thoughts on the quarter? Especially the outlook? Thanks.

Q: What are your thoughts about Oddity please thanks?

Q: Hi, trying to figure out this market with AI and all that factors into it is challenging (for me). I have DSG which have a big loss on in my TFSA.
Thinking of selling it and buying equal amounts of WSP, BN and SHOP, which I already own.
Question is wait it out with DSG it is a great company, or in your opinion the the other three will look better in 5 years. Thanks.

Q: Hi guys,

Thoughts on their most recent quarter.

Thanks,

Jim

Q: Can I get a breakdown and analysis of the results for Blacksky please, and what you see for this company going forward.

Pete in Calgary.

Q: Does it look like they may have turned the corner.

Q: What is your opinion on this ETF for Data Centre Infrastructure companies ?

Are there any other better options ?

Thank You

Q: LIB: CA Can I get your comments on this stock please?

Thanks

Q: In diversified registered portfolios I am underwater (16%-35%) for these 4 holdings. Are any of these likely to enter positive territory in the next 12 months? In what order would I sell these? Many thanks for a great service.

Q: This question is more of a question on my method of reasoning... I have three what I consider " speculative " positions in my RRIF . SLVO a 3.85% position, GDXY an 11.1% position and GSY which has fallen 40% in price and is now a 4.25% position .... The first two I feel qualified to monitor world events and see the signs of selling. I'm in at a $3000 price of gold and bought SLVO at the same time ..... GSY is what concerns me . My reasoning is that though GSY reports on March 25 it is PRL that will swing the scales on March 2 ... { please correct me if I am wrong on those dates } .... I see the following scenarios .....

1} PRL beats the numbers and is either flat or a modest rise . GSY does the same .

2} PRL doesn't beat the numbers and drags GSY down with it . As both are in the dog house I'm thinking a lot .....

3} GSY once dropping below $100 drops like a stone ....

From a risk reward point of view please critique my reasoning and if it might be prudent to get out of Dodge before March 2nd ?
Thanks for your terrific service ......

Q: Thoughts on the quarter?

Thx

Q: I have some holdings in these stocks in non registered accounts at significant losses. At this time, would you recommend taking losses on these to trade for others? I don't mind switching sectors if you feel that future potential is understated, for example, compared to Shopify or Celestica or others.

Q: Seems to have lost its momentum .Have had for awhile . Where would you move money to or has it really turned around.

Q: Hi Again. Similar to my last question, with consolidation in mind, would you please rank the above holdings in order of "sell" to "keep".

Carl

Q: With the war in Iran, what is your best advice to long-term investors? Stay calm and do nothing, I suppose. Thank you!