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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.

Q: Hi 5i, Would you consider these 10 stocks to be a part of significant players of the AI boom, these players are driving innovation, fueling need for better and bigger hardware and software infrastructure:

ANET: Provider for the networking solutions 
ASML: Leader in photolithography systems used in the manufacturing of semiconductors.
AVGO: Semiconductor Solutions and Infrastructure Software.
CEG: It provides clean energy and sustainable solutions
CRWD: Cybersecurity products and services
NVDA: Semiconductors and Equipment
PLTR: Big data analytics
TSM: World's largest dedicated chip foundry
TSLA: Automotive and clean energy company.
VRT: Critical infrastructure and services for data centers, communication networks

If you have to select 5 for a 10 year hold, which one would you pick.

if you have to select 3 for a 3 year hold ?

Please deduct as many question credits as you must!

Thanks
Read Answer Asked by Fernando on June 13, 2025
Q: Hello 5i,
Of the mag 7, I hold MSFT, GOOGL, and META. Please suggest the next mag 7 to hold or just add to those that I already have. This is for 7 to 10 years. My portfolio is balanced in all sectors as a blue chip, dividend, value investor with some growth. Eighty years old.
Thank you for your great service.
Read Answer Asked by STANLEY on June 12, 2025
Q: I'm having a hard time understanding the huge drop in DSG only because I've realized I don't fully understand what DSG does. I thought I did.

But, in re-reading your report, I started to get a "Charlie Brown Brain" -- you know, the part where the teacher is speaking to the students, seemingly very clearly, but all the students hear is "wha wha wha wha wah".

In real world terms, providing an example with crayons if necessary, how does it serve transportation providers, freight forwarders, and custom brokers? By scheduling for them? Is it as simple as that? In essence they act like the "air traffic controllers" for the ground forces of trucking, shipping, freighting companies?

And then, if it's simply a matter of providing scheduling and such, why is there an expected 7% drop in workforce because of Trump. Are we seeing such a huge decline in cross-border traffic?

I "think" I'd like to hang on. As you suggest DSG has now become a HOLD.

Yet, if the tail really is wagging the dog at this point (i.e., Trump tariffs being applied willy nilly with no consideration to the true economic effects on both countries) ... how wise can it really be to hang on? We're stuck with this guy til 2028, presumably.

Conceivably, it could get a lot worse.

A considered argument of the pros and cons of keeping DSG while reviewing the impact and effects would be most appreciated.

Thank you.



Read Answer Asked by Sylvia on June 11, 2025
Q: I have a couple holdings that are giving me question for keeping.

I have a cost base of 20 on Sentinel and altho there was some positive stock movement a few months back the stock is currently showing little sign of moving higher. I know they are in Cyber Security. Is it worth holding and where would you suggest the funds could be better deployed if its a Sell?

In the case of SNN my cost is 24 but based on the longer term chart i'm not certain there is alot of confidence in the management when comparing to better performing Medical Device companies like Stryker. Would this be a Sell and redeployment of Cash into Intuitive Surgical?
Read Answer Asked by Craig on June 11, 2025
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