Investment Q&A

Q: Medpace has not had a great day after its earnings release. Has the market reaction been overdone? Is it time to move on to something else or hold on for some recovery? If its time to move on, what would you recommend in the health care field that has better growth prospects?

Q: These 3 are dropping this morning.
Is there any news that accounts for the drop?

Thanks

Q: I notice that csu and it's affiliates are falling today. I imagine that this is related to Service Now's results and prognosis for the future. It seems that this fear of software is really sticky and never goes away. Many of us are a bit paralyzed by this. How do you see it and would you still currently invest in country?
With appreciation

Q: -6%. I can’t see any reason. What am I missing?

Q: Any guidance on the big drop in CSU today?

Q: Looking to increase holdings in GLXY from 1.5 to 3%. Any reason to wait until after quarter results announced before starting to add ?
Would appreciate your comments.
Thank you., as always.

Q: What CDN ETF would you recommend to play on the AI theme.

Thanks for the great service

Q: Silly questions. Is there a methodology to holding cyclical stocks? By being "buy and hold" am I missing out profitable opportunities?

Q: Have you changed your opinion on POET?

Q: I plan to start an investment into either TRI or LMN. Which stock do you think has the most upside.

Thank-you.

Q: Dear 5i
What stock or ETF would you recommend to play on the AI agent theme ? What do you think of cursor ?
Thanks
Bill C

Q: I am thinking of buying a small cap for growth and AII and VNP have both gone up already. Do you like either, both neither, or would you wait for a pullback.

Can I get your opinion on GRGD please. The SP is up quite a bit and took quite a drop today

Q: Have been watching them for awhile now and am considering investing in them!
Would you please give me an analysis of them and would you seet hem continuing their upward momentum?
Thanx as usual
Gary

Q: What's your thought on this Co. with what's going on in the world , especially in Mid-East. With the current price in the middle of 52 w. high/ Lo, what would be a good entry point. Thank You

Q: I plan to do some consolidating and have a 3 part question:
Please rank companies on your conviction for total return over the next 3-5 years
Please indicate the position size you would hold each one - full, half, ……..
If the lowest two in the first part are not the ones you would get rid of - please explain. ram

Q: Hello 5I.
I would like to sell ISRG and IBIT and buy AAPL. I'm in a loss position on both ISRG and IBIT and can use the cap loss. And I like CEO change at AAPL. Any thoughts?

Carl

Q: Hello,
Any idea why Well Health is surging lately (approx 15 percent over last 30 days) ? Thank you very much.

Q: I adhere to a portfolio construction strategy where 5% is a full position but I allow for a "rock star" stock like a SHOP, NVDA or GOOG, to go to 7% at which time I will trim a point or two.

When you suggest a small-cap stock, you often warn against buying too big a position initially, given the inherent instability and risk of a smaller company. My question is, at what point do you "loosen the reins" and allow that stock to assume a full position and when do you allow it to go to (in my case, for example) rock start status? I'm thinking of companies like ATZ and HPS.A. Is it based on capitalization, number of business cycles management has gone through, profitability ratios or is it as much art as science?

Appreciate your insight.

Paul F.

Q: Haven't seen a question about Dynacor for several months. Their most recent earnings report showed significant increases in production, revenue and earnings, a dividend increase and pretty low p/e ratio for a gold stock. The Senegal plant is on track for Q2 of this year. Wondering what you think of it as an investment. Would you rank it behind ARIS, OGC and PAAS?

Q: hi folks...2 n/r from Docebo dcbo/t....pre-lim of Q results, and update on company, etc....market likes both & stock up 8%....has bounced off lows at $20sh....your thoughts on company and prospects going forward....I owned and sold out when 5i did....thanks, jb