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5i Recent Questions
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Super Micro Computer Inc. (SMCI)
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Vertiv Holdings LLC Class A (VRT)
Q: Does this selloff in tech concern you at all to take down the broader market? Seeing big down moves lately in tech, such as SHOP, GOOGL, NVDA, SMCI, VRT, etc... Tech is my largest weighting for sector, should we be repositioning at all or how would you approach this to maintain profits. I've had a very good run, but hate take the stairs up and then seeing the elevator go down fast. Thanks!
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Applied Materials Inc. (AMAT)
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Broadcom Inc. (AVGO)
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Micron Technology Inc. (MU)
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QUALCOMM Incorporated (QCOM)
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Atlassian Corporation (TEAM)
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ON Semiconductor Corporation (ON)
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Arista Networks Inc. (ANET)
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Marvell Technology Inc. (MRVL)
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Super Micro Computer Inc. (SMCI)
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Dell Technologies Inc. Class C (DELL)
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Vertiv Holdings LLC Class A (VRT)
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Infineon Technologies AG ADR (IFNNY)
Q: How would you rank the following Ai-related companies (best first) with an outlook of at least a year or two?
VRT, SMCI, DELL, ANET, MU, MRVL, AMAT, QCOM, AVGO, IFNNY, ON, TEAM
VRT, SMCI, DELL, ANET, MU, MRVL, AMAT, QCOM, AVGO, IFNNY, ON, TEAM
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Descartes Systems Group Inc. (The) (DSG)
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ATS Corporation (ATS)
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goeasy Ltd. (GSY)
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Super Micro Computer Inc. (SMCI)
Q: Hi Team,
After the sell off of the last couple days now what are 3 of your favourite Canadian stocks you would be keen on buying today for a long term hold, regardless of sector ranked best to least. Also if there are any US names available as cdrs that are good buys today after some extreme selling I would be interested in those to.
Thanks ,
Shane
After the sell off of the last couple days now what are 3 of your favourite Canadian stocks you would be keen on buying today for a long term hold, regardless of sector ranked best to least. Also if there are any US names available as cdrs that are good buys today after some extreme selling I would be interested in those to.
Thanks ,
Shane
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