Q: At what price point would you start taking an interest in UiPath given the current circumstances please, thanks.
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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.
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Salesforce Inc. (CRM)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Kinaxis Inc. (KXS)
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ServiceNow Inc. (NOW)
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Okta Inc. (OKTA)
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Uber Technologies Inc. (UBER)
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UiPath Inc. Class A (PATH)
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Duolingo Inc. (DUOL)
Q: As one of 5i’s early subscribers, I find it a useful thought experiment to give my answer to a question before clicking on the 5i answer. I have found over the years our answers converge and so I rarely send in questions and comments. However my sense is that DeepSeek is a significant change.
On one level it is a clear lesson in the reality that, as Keynes said many decades ago, it’s real resources that matter, not money.
The American approach to AI development was that if you don’t have a $1billion you're not in the game. The Chinese have shown that if you have the pool of talent, amazing things can be done with relatively little money. The prevailing narrative that the Chinese are just copy cats was also blown out of the water. DeepSeek not only upends every assumption underlying the American approach to AI, it shows that the Chinese can out Silicon Silicon Valley and that means that, unlike in the past, China’s most talented minds will want to work for Chinese companies not American ones.
How will the Americans respond? Having staked political capital on the $500 billion Stargate, Trump and his entourage of billionaires have no choice, they will double down. We are hearing the narrative already, they are now saying that $500 million invested in DeepSeek’s advancements will produce even more amazing advancements in AI.
At a moment in history, as America consumes itself, China has taken a leap forward. Not only have they bloodied Trump, they have shaken the world in ways Napoleon could never have foreseen.
There are actually lessons to be learned in how Canada might deal with Trump but the political bobble heads and corporate Canada have actually come to believe the myths of neo-liberalism they started purveying in the 80’s, and are now incapable of rising above their paralysing fear.
Every investor has to ask, what are the implications of DeepSeek for their investments? Doubling down by the Americans will keep the party going for a while but it seems reasonable to expect a reckoning. Where would 5i look for alternatives to AI investments? Please suggest 5 US and 5 Cdn stocks that have strong balance sheets and reasonable growth prospects (without stretched valuations) that would benefit from using much less expensive AI? Also, please suggest a couple of ETF’s for Europe and China that would benefit should those markets surprise to the upside?
Mike
On one level it is a clear lesson in the reality that, as Keynes said many decades ago, it’s real resources that matter, not money.
The American approach to AI development was that if you don’t have a $1billion you're not in the game. The Chinese have shown that if you have the pool of talent, amazing things can be done with relatively little money. The prevailing narrative that the Chinese are just copy cats was also blown out of the water. DeepSeek not only upends every assumption underlying the American approach to AI, it shows that the Chinese can out Silicon Silicon Valley and that means that, unlike in the past, China’s most talented minds will want to work for Chinese companies not American ones.
How will the Americans respond? Having staked political capital on the $500 billion Stargate, Trump and his entourage of billionaires have no choice, they will double down. We are hearing the narrative already, they are now saying that $500 million invested in DeepSeek’s advancements will produce even more amazing advancements in AI.
At a moment in history, as America consumes itself, China has taken a leap forward. Not only have they bloodied Trump, they have shaken the world in ways Napoleon could never have foreseen.
There are actually lessons to be learned in how Canada might deal with Trump but the political bobble heads and corporate Canada have actually come to believe the myths of neo-liberalism they started purveying in the 80’s, and are now incapable of rising above their paralysing fear.
Every investor has to ask, what are the implications of DeepSeek for their investments? Doubling down by the Americans will keep the party going for a while but it seems reasonable to expect a reckoning. Where would 5i look for alternatives to AI investments? Please suggest 5 US and 5 Cdn stocks that have strong balance sheets and reasonable growth prospects (without stretched valuations) that would benefit from using much less expensive AI? Also, please suggest a couple of ETF’s for Europe and China that would benefit should those markets surprise to the upside?
Mike
Q: Hello Peter and 5 i teamTo a question a member asked after the Deep Seek 'revolution' re who would benefit with lower cost and more efficient AI, you answered that :'efficient AI could help lots of companies. Here are some that we think may benefit: SNOW, MDB, DDOG, PLTR, FRSH, NOW, NET, CRM.' Would you also include PATH in the same category?
Thank you for your always valuable insight,
Adel
Thank you for your always valuable insight,
Adel
Q: Hello 5iR,
Path has been recommended on BNN. Would it be a good time to buy some?
Your opinion of this company is appreciated. Thank you. Cheers.
Path has been recommended on BNN. Would it be a good time to buy some?
Your opinion of this company is appreciated. Thank you. Cheers.
Q: Can you please give your thoughts on UIPath’s recent announcement about cutting 10% of its workforce?
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Salesforce Inc. (CRM)
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Atlassian Corporation (TEAM)
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MongoDB Inc. (MDB)
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Elastic N.V. (ESTC)
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Snowflake Inc. Class A (SNOW)
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UiPath Inc. Class A (PATH)
Q: Please comment on ESTC most recent earnings. Thank you.
Q: Read U comments on PATH on May 30.It is a big holdings of ARK and it bought additional1.5132m shs on the huge drop on May 30.I am holding a small position at a loss and thinking at taking the loss and move on.Please comment.Txs for U usual great services & views
Q: Can you explain reaction to Q results - is it the sudden termination of CEO or Q results (which looked OK) or guidance. Overaction or justified market reaction? thanks John
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Palo Alto Networks Inc. (PANW)
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DocuSign Inc. (DOCU)
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CrowdStrike Holdings Inc. (CRWD)
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UiPath Inc. Class A (PATH)
Q: Would you recommend buying PATH ( USD 21.40), DOCU (USD 59.25) and SHOP (CAD 98.46) , CRWD (USD 312)and PANW( USD 281) at current valuations?
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Datadog Inc. (DDOG)
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Snowflake Inc. Class A (SNOW)
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Applovin Corporation (APP)
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UiPath Inc. Class A (PATH)
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Confluent Inc. (CFLT)
Q: Hi, could I have your updated opinion on CFLT please? I don't see recent questions on it - I have a small position and need to top up or sell. Could you possibly rank compared to DDOG, PATH, SNOW, APP
Q: Can you comment on the recent earnings and give your opinion on the stock for a 5-year hold?
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BRP Inc. Subordinate Voting Shares (DOO)
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goeasy Ltd. (GSY)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Axcelis Technologies Inc. (ACLS)
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Elastic N.V. (ESTC)
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Axon Enterprise Inc. (AXON)
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Opera Limited (OPRA)
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InMode Ltd. (INMD)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
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Palantir Technologies Inc. (PLTR)
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UiPath Inc. Class A (PATH)
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Lumine Group Inc. (LMN)
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Nextracker Inc. (NXT)
Q: Hello 5i,
Thank you for taking time to answer so many questions on top stocks to own or purchase. We read through questions on ranking popular stocks but we were not able to formulate a priority list of CDN and US small cap stocks, especially with so many rising quickly in the last couple of months.
Based on current valuations, risk, growth potential, and management, in what order would you purchase the stocks below for a 2-5 year hold? If there are too many stocks, can you please list your top 10 or 12 in priority from the list?
ACLS, ACMR, AXON, CELH, DOO, ESTC, GSY, HPS.A, INMD, LMN, OPRA, NXT, PATH, PLTR, SMCI, VRT
Thank you
D&J
Thank you for taking time to answer so many questions on top stocks to own or purchase. We read through questions on ranking popular stocks but we were not able to formulate a priority list of CDN and US small cap stocks, especially with so many rising quickly in the last couple of months.
Based on current valuations, risk, growth potential, and management, in what order would you purchase the stocks below for a 2-5 year hold? If there are too many stocks, can you please list your top 10 or 12 in priority from the list?
ACLS, ACMR, AXON, CELH, DOO, ESTC, GSY, HPS.A, INMD, LMN, OPRA, NXT, PATH, PLTR, SMCI, VRT
Thank you
D&J
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International Business Machines Corporation (IBM)
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Appian Corporation (APPN)
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SS&C Technologies Holdings Inc. (SSNC)
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Pegasystems Inc. (PEGA)
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UiPath Inc. Class A (PATH)
Q: A few software companies do 'Process Mining', do you see substantial future growth in this process and can highlight successful other players than the ones I outlined above?
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Descartes Systems Group Inc. (The) (DSG)
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Advanced Micro Devices Inc. (AMD)
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Fortinet Inc. (FTNT)
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Palantir Technologies Inc. (PLTR)
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UiPath Inc. Class A (PATH)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: What would you consider a good entry point for these companies?
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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GLOBAL X FDS (BOTZ)
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PTC Inc. (PTC)
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Dynatrace Inc. (DT)
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UiPath Inc. Class A (PATH)
Q: Robotics were a big part of the latest CES show in Las Vegas.
I would like to know what your best investment ideas to play this secular trend. I believe with the increased cost of labour this trend will only accelerate.
I am looking for your best stocks or ETF ideas to put in an RRSP to profit from this assumption.
Thanks for all your ideas and insights.
I would like to know what your best investment ideas to play this secular trend. I believe with the increased cost of labour this trend will only accelerate.
I am looking for your best stocks or ETF ideas to put in an RRSP to profit from this assumption.
Thanks for all your ideas and insights.
Q: PATH may have broken out after more than a year. Was there any identifiable reason for that and have your view improved on the company?
Thank for you insight, Peter
Thank for you insight, Peter
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Danaher Corporation (DHR)
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Prologis Inc. (PLD)
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Stryker Corporation (SYK)
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Zoetis Inc. Class A (ZTS)
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BCE Inc. (BCE)
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TELUS Corporation (T)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Block Inc. Class A (SQ)
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Tesla Inc. (TSLA)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Roku Inc. (ROKU)
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Coinbase Global Inc (COIN)
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UiPath Inc. Class A (PATH)
Q: What would be your best contrarian pick today in both us and canadian markets
Q: Please comment on PATH's latest Q results and guide,Why did it drop 11.2% to $14.51 today on huge vol.of 35.4 m shares much greater than average of 7.04 m. C Wood bought 4.965m shares today. Buy,Hold or Sell. Txs for U usual great services & advices
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NVIDIA Corporation (NVDA)
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Rockwell Automation Inc. (ROK)
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ATS Corporation (ATS)
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Zebra Technologies Corporation (ZBRA)
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PTC Inc. (PTC)
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ABB Ltd. (ABBNY)
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UiPath Inc. Class A (PATH)
Q: Good morning,
what would be your top picks with respect to the following:
1) robotics
2) robotics software
3) implementation consulting for automated manufacturing lines
Regards,
Terry
what would be your top picks with respect to the following:
1) robotics
2) robotics software
3) implementation consulting for automated manufacturing lines
Regards,
Terry
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Teladoc Health Inc. (TDOC)
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Palantir Technologies Inc. (PLTR)
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Upstart Holdings Inc. (UPST)
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UiPath Inc. Class A (PATH)
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SoFi Technologies Inc. (SOFI)
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Doximity Inc. Class A (DOCS)
Q: I invested some speculative capital in the above companies last year in a taxable account. Terrible timing. As we near the end of the year, I plan to sell some of these for tax loss harvesting and use the funds to average down in the others. Which would you sell and which would you average down?
Also somewhat related to this is the fact that I feel as much as there’s a good buying opportunities in some U.S. stocks right now, the high U.S. dollar makes it hard for me to convert CAD funds to USD. Am I right to hold off on currency conversion for now?
Also somewhat related to this is the fact that I feel as much as there’s a good buying opportunities in some U.S. stocks right now, the high U.S. dollar makes it hard for me to convert CAD funds to USD. Am I right to hold off on currency conversion for now?