Investment Q&A

Q: Hello and thank you for all of your great work last week as we all navigated the flurry of earnings, particularly as it related to the big tech names.

I have been hearing more and more about Anthropic, and how much more potential it may have over the long term versus OpenAI. Some have suggested that comparing the two names now is like what happened ~ 25 years ago when there were comparisons being made about Netscape and HP. We all know who won that “battle”. But many commentators are suggesting that the entity that goes after “enterprise” will ultimately prevail - this is what happened with HP. And the entity that goes after consumer/retail will ultimately fail - this is what happened with Netscape. Some have even suggested that with the most recent funding round of OpenAI, where valuation is predicted to be ~ $850 billion, that this may in fact be the high water mark, and that it may very well be downhill from here.

So - my questions are as follows - (i) Who do you prefer longer term, OpenAI or Anthropic? And (ii), would you be concerned about MSFT with respect to the significant investment it has already made in OpenAI?

Q: Which might have the most total return/ upside for a 2 to 3 year hold and suggested price entry and rationale please? Thanx. Maybe even hold both?

Q: Hello 5i Team,

Given the current pull-back in the market, could you please provide your 6 highest conviction Canadian or US stocks (ranked in order) for (i) small-cap, (ii) mid-cap, and (iii) large-cap companies considering a 3+ year hold.

Thanks in advance for your always helpful advice!

Q: Good morning, at this time, what 5 dividend stocks may be close to bottoming that have a good bounce potential for growth? Similar to TD if I had bought at the beginning of 2025?
Thx,
Kevin

Q: Good Morning
With all the increases in Capex spending what specific stocks do you see as benefitting short and long term? This might seem like an obvious question but with all the negative momentum it needs asking. Thank you

Q: can you give an update on this company.did it receive an offer friday?

Q: Can you please comment on earnings, the lawsuits/verdict and whether this is a buy, sell, or hold? Thank you!

Q: I currently have full positions in base metal and precious metal stocks. Thank you for your ideas. Finding myself short of rare earth investments. Could I have a couple suggestions please?
Thanks
Steve

Q: Hi gang, would like to buy between RDDT OR HOOD. What would you suggest for 2-3 years hold. And at what price would you recommend and why,
Thanks. Alnoor

Q: What are your favourite Canadian listed Bitcoin and Ethereum ETFs ? Is there a good Canadian listed ETF that covers crypto companies (underlying companies can of course be U.S.) ? I do not want to buy on U.S. exchanges.

Q: YOU CAUTIOUSLY LIKED THE PROSPECTS OF THIS STOCK A YEAR AGO AT .37 A

SHARE. NOW 1.90 A SHARE. 500 % UP. DO YOU STILL LIKE THE FUTURE

PROSPECTS? THANKS

Q: For a Tfsa investment which of Atd or Lmn do you think would provide the best investment over the next 5 years?

Q: Thoughts on AI's effect on these stocks. Are they getting lumped into selling software, and if so, how? Do you still recommend holding these? Thank you!

Q: Currently hold AEM and WPM, but no NTR. Would it be reasonable to sell WPM to pick up some NTR to diversify a bit? Thank you.

Q: Are you still very positive on Google after earnings? Big tech getting negative press with some calling to boycott due to connection to ICE. Do you think this can have any effect on Google? Thank you!

Q: Hi 5I.
Samsung has announced that they will start large-scale production of the next generation of high-bandwidth memory chips as soon as this month which seems to be a significant threat to MU who's recent success lies in the production of HBM chips. I was about to take a position in MU and this news has dampened my decision. Your thoughts and guidance please.

Carl

Q: Hello Peter
CNQ has been on a nice run as compared to tou, ala the gas stocks
it it related to the tension in Iran? should I add more or hold or sell?
thanks
michael

Q: I want to learn and start option trading, please advice Best books to read and the best place to take cource, in your opinion.

Q: On CNBC today Brad Gerstner, who i believe is one of the smart ones out there, said if software companies do not adapt to AI for revenue and profits, they are just about done. What do you think?
Thanks Again

Q: Hi 5 I
I’m rebalancing nvda, and thinking of purchasing defence which I don’t have. What would be first and second choice of ktos, krmn, rklb.
Also would ens system be a good buy right now, and if so where would it fit in with the above defence. Thanks very much for all your good advice.