Investment Q&A

Q: Hi 5i team,

Palantir just won another big contract from Government. Can you please comment on the stock's current valuation and growth outlook? Would you consider buying more at current level?

thank you,

Q: what does it do and why was it created?

Q: CEO continues to sell. Does 5i see this as well?

Thx

Q: Which do you like more vrt or pstg, i own smci and want to add another. Dave

Q: Everyone. AI is at the beginning of a great breakout in many industries. AI is in exponentially growth period and the early adopters will benefit but the biggest beneficiaries are yet to be identified. I didn’t understand the benefits of MSFT or APPL in their pre-real growth stages. Will AI change the stock market in a profound way the humans will not be involved ie the human stock pickers. What tech areas should I look for be looking for or are they in my view already? Should we believe in the large cap tech stocks will continue to lead, or buy, the AI technology revolution? Clayton

Q: Hi 5i team,

I'm interested in your thoughts on Enovix, a seemingly new technology that is moving to commercialize an improved EV battery. Less fire risk.

ALSO - a suggestion that could be highly useful to subscribers.

The 5i portfolio analytics indicates I have gaps in my sector and stock diversification. I want to easily consider 5i rated (using A+ downward) system. I currently can filter for the year of rating, and 'letter grade' rating which is helpful. It would be super helpful to also be able to filter for sector. As well, what is most relevant to me is which countries the stock revenue comes from....rather than its corporate office location. Is this possible?

As an aside - I have been working with Chat GPT a little. One example is where I uploaded a number of documents and then could interactively apply prompts/questions to the data (uploaded documents) to quickly answer important questions. Having a Chat GPT engine that includes 5i historical research would seemingly be able to cover the suggestion I noted above with little additional or ongoing maintenance. Love to get your thoughts here.

Thank you again for premium service.

Glenn Atkinson

Q: What do you think is a good entry point to add to my position in Lumine group?

Q: Hi 5i
Can you give your present assessment of ILLM.CA? Would you continue to hold or sell or what replacement would you recommend?
kc

Q: Everyone, all three names have been weak for 2 years, + / -. When will the group, POS plus other services, see a better stock market for price gains? Clayton

Q: Everyone, if interest rates stay were they are today ( or higher) for three, four or five years - what would that do to the tech market? Specifically the large tech companies. Clayton

Q: I am heavy into Tech with most weight in NVDA @ Avg. of $222. All good stocks/COs...Should I be worried? About which ones?
Many Thanks!

Q: Klaviyo Inc
NYSE: KVYO

What's your opinion on this company? Another boom & bust?

Thank you.

Q: Is MSFT at a good entry point for a long term position?

Q: Most of the focus on AI to this point has been on providers. What is your thinking about its widespread implementation? Should we expect significant dislocation of intellectual human resources for example? What sectors, companies will be less obvious beneficiaries? Are there published discussions of the potential transformations we should expect?
Thanks, Hugh

Q: What is your current view on this small company? I realize its small size and the current market conditions will limit investor interest but wonder if some of the recent news and fundamentals provides any encouragement for a better future (3+ years) stock appreciation? Also given its volatility could you comment on if this is better held in a TFSA or regular account where losses, if any could be utilized?

Q: I have done very well with AVGO as a long-term hold in my RRIF but the recent speculation about GOOGL's intention to phase out AVGO chips and replace them with its own design has made me nervous. AAPL has been doing this too, so it makes me wonder if it is time to sell at least a part of my holding. What other semiconductor maker would be less prone to "taking in-house" risks? CSCO maybe? It is clear that both AVGO and CSCO have been and are making big acquisitions in the software space to diversify away from semiconductor risk: this makes me wonder if I should just stay the course and trust AVGO management? As always, I value your opinion.

Q: What are some stocks that could do really well with AI becoming more and more available ?

Q: On BNN Kim Bolton chose it as a top pick saying it is coming out with chips which will compete with NVDA, and will use less power. Do you have any information regarding this? What do you think of INTC

Q: Hi Peter,

What is your current outlook for ZBRA? It has been drifting lower since the last earnings report. Their announcement yesterday of mobile pay system has not generated any enthusiasm.
Regards
Rajiv

Q: Hello, I have NVEI in my TFSA with a loss of over 50% so far. I have cash available to average down. I have no incentive to sell at this point, the shares being in a TFSA. Should I double down on the stock at this point or wait at year-end after the tax loss season is over? I could also see what happens with the Q3 results in November. Thanks