Investment Q&A

Q: - I am thinking of investing in silver - is there a stock you would recommend, or would an ETF be better in this case? I do not want to hold physical silver
Thanks

Q: In their quarterly report today, which seemed very good to me, OTEX said:

OpenText is at the forefront of Enterprise Information Management for AI, and at our recent OpenText World conference, our customers and partners demonstrated on the main stage how they leverage our Aviator AI solutions to solve complex problems, bringing insights, security and compliance to their information and most sensitive data.

If this is true, and OTEX will benefit from AI, why has it dropped about 30% in the last few weeks on the AI Eats Software Companies' Lunch trade? This makes no sense to me, so I've been averaging down. The National Bank analyst, Richard Tse, reiterated his outperform rating in a post-earnings report entitled Still Like the Setup. Do you agree with Richard and I that Mr. Market is perhaps mistaken in its punishment of the stock?

Q: Since I have lots of question credits, I can't resist getting your take on group-think in the analyst community and their apparent capitulation to the madness of crowds.

In a Feb 2 report, previewing OTEX' upcoming quarterly report, TD reduced their price target from US$40 to US$28 (and I quote) due to lower peer valuations. Is the madness of crowds influencing the analyst?

And yet TD's earnings forecast is US$4.17 in 2026 and US$4.84 in 2027, representing a P/E ratio of 5.5 and 4.75 respectively on a US$23 share price, which is around where it traded today. Even on its old US$40 price target, the 2027 multiple is only 8.3 times forecast earnings Does TD not believe its own earnings forecast? If you are sticking with your earnings forecast, then why not stick to a reasonable price target?

Q: how much of a connection to crypto does nebius have ?

Q: For CP and CNR, is it better to own both? If only one, which one would you invest now? Thanks very much!

Q: Hello,
I am at a loss with this stock. Do you think i should sell it or is it a hold ?
Thanks !
Nancy

Q: May I have your comments on earnings please. Is it buy here?

Q: Your comments on ARX earnings please, and whether or not you have any long term concerns for this company.

Is it worth adding to this name today for an investor who invests for the long term?

Q: Good morning team,
Not a good morning for Arc shareholders but ,I feel that the market's reaction is overdone.Analyst's price target is still 31$,and with patience the Attache issue should be resolved.WHat are your thoughts,is this a buying opportunity for those who are patient?
many thanks,
Jean

Q: Hi, my question is; if one is to by today in the crypto space knowing all are volatile but looking for maximum return during this cycle with a long term hold. best opportunity to least

Thanks Dave

Q: Hi, With ongoing correction, please suggest Five canadian dividend stocks at an attractive valuation. This would be for Non-Registered account. Thanks

Q: Hello
Please list each in order of preference. At today's price what would be your top 3 Canadian stocks to buy in each small cap, mid cap and large cap for a 3 year hold. Also your top 3 Canadian ETF'S and top 3 US stocks for a buy today. Last but not least what is your top 3 sectors going forward.
Thanks a million

Q: What do you think about the results. Would you be a buyer for next 3-5 years? How does it compare to NBIS?

Q: Is there a good entry-level or is it a stay away forever stock?

Q: With IREN being down almost 30% over the past 5 days do you see a buying opportunity here? Are there other similar names that you'd prefer to buy on this dip?

Q: Barry Schwartz is very bullish and calling for a record M&A year for CSU due to less PE competition. He’s buying the dip—do you think we should too?

Q: Hi Peter & 5i,
Would you start to slowly chip away at TRI?
CEO Hasker seemed positive that the AI companies automating general-purpose tasks couldn't match TRI's content, expertise and TRI's own current and potential AI driven workflows.
Dividend is starting to look attractive after the 10% raise.
Thanks for your non-AI content response to this question!

Q: Hi 5i,
Could you provide your opinion on the impact if any, of AI on cybersecurity software/companies. They can certainly use AI to their benefit, but can AI provide the same level of protection long term?

Q: Good afternoon,

I'm curious about your latest view on AXON. The recent price declines are quite significant. Is this a buying opportunity or a sign of more trouble in the near term? I'm considering selling a put or buying shares and wondering which of these 5i would consider at this point? If you'd consider selling a put, what would be your price target and timeframe?

Thanks as always for the wonderful service you provide to this investing community,

Lisa

Q: Do you know the Q4 and full year reporting date for CSU? I believed it was to be today after market close but can find no notice in their IR website.