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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: I currently have a portfolio with these six holdings. What would be your current top 5-10 Cdn and/or US buys to diversify the portfolio and put a large cash balance to work for a 5-10 year time horizon with total return as the primary objective
Read Answer Asked by Chris on June 07, 2023
Q: two questions - for CDN. investor with CDN dollars what ETFs do you recommend for the semi-conductor space and us technology - thanks
Read Answer Asked by Karen on June 07, 2023
Q: I hold SNPS at a 2.01% weighting in the total portfolio. And in the US only portfolio, SNPS weighting is 5.04%. The other two individual portfolios are Income and Balance.  SNPS has risen quickly lately....and my reading is that it is related to AI as its "software automates the chip design process, enhancing design accuracy, productivity, and complexity in a full-flow end-to-end solution" But there is chatter that the current price, $449, is way above the fair value that might be as low as $310. Question for me....do I trim back or just ride this out??
What says 5iR??? Thanks for your insights..............Tom
Read Answer Asked by Tom on June 07, 2023
Q: Which is the best way to play Semis? Up 100 % in AMD AND NVDA,etc. Want to take profits but stay in sector.
Thanks
Read Answer Asked by Austin on June 06, 2023
Q: I know that 5i has huge respect for a company like CSU. What would be an equivalent stock in the US markets?
Read Answer Asked by Mike on June 06, 2023
Q: Hi 5i, and would you please review the Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. While the markets gave the share price a 35% haircut on Friday, do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold. Thanks kindly.
Read Answer Asked by Michael on June 06, 2023
Q: Peter,

You recently mentioned recently the way to play AI was through U.S. Mega cap companies. Which ones in particular were you referring to ? Are there any ETF's worth reviewing?

Thank you

Paul
Read Answer Asked by paul on June 05, 2023
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