Investment Q&A

Q: i own the above companies-both stock and options, they seem to go up everyday in an awful market.what is your opinion. dave

Q: Hello 5i
Could I have your assessment of Viavi please?
Also how would you rate them against their peers?
Thank you
Dave

Q: I am surprised at the weakness in the stock price over the past 3 months . What did I miss .
Thanks

Q: Goodmorning

Do you know what has caused the latest bump in CLS not complaining just curious?
Marcel

Q: With the recent news and huge share price drop due to "indictment charging several individuals, including a Super Micro co-founder and board member, a sales manager, and a contractor, of “conspir[ing] to divert billions of dollars” of servers illegally to China in violation of export controls"

1) Is this a good buying opportunity if the investing time horizon is 3+ years?
2) does this recent news affect the future earnings potential of this company?

Thanks in advance.

Q: What do you think of TRI at these prices? It seems quite volatile but recent news of solid customers, product and co-operation with AI firms should have calmed things down. What are your thoughts? Any alternatives?

Q: Which of these would you recommend as the best AI infrstructure play?

Q: Any thoughts on CHAC/Xanadu? Looks risky but maybe promising?

thanks

Q: Hi Team,
In reference to discussion over MU earnings and the market not giving them any credit: I watched a clip yesterday I thought made a lot of sense in regards to the sector's historically "cyclical" nature. The guy was basically saying that with AI and the way the world has changed that the cyclicality of the chip sector is almost a "thing of the past" going forward. Demand brought on by AI is expected to essentially keep growing. More and more of everything we use and do now will be requiring chips. Right now the market seems like it does not believe the numbers that MU just put out will last more than a quarter. This just seems wrong. It makes sense to me that this guy may be correct in saying that we should not value these types of names as being so cyclical anymore. To me the way AI and technology is headed it looks almost like these names should be more viewed now as consumer staples, a necessity in today's life. Not sure what your thoughts all are on this? Would you agree?

Shane.

Q: Why are $PG and $URI so weak right now? Buy more or sell?

Q: Would you endorse selling KXS and TOI to start positions in MU and TER in a TFSA? I, like many others, have held KXS for many years and am growing tired of it. I have CSU family represented in other accounts. Thanks, Janet

Q: I hold the ITA and EUAD ETF’s in the Defense and Aerospace sector. I also hold KRMN, PNG, and RKLB. All are smaller holdings. Would you add to any today and if so, in what order? Or are there some other ETF’s or stocks that would make good additions? Or would you not add at all at this time as the sector has had a run up? Thanks.

Q: I do not think you really answered the question about earnings for vitalhub. My look at them seemed they were pretty good but still down 10% today. Any thoughts?

Q: What are your thoughts on AXON's weakness - I've held for over a year, it's had a good rise, and now it's back down just below where I bought it - should I just hold on, or has there been a change that I should be aware of that might be causing the weakness? I thought it might have more strength with all that's going on.

Q: A triple witching day is coming up this Friday. What impact do you think that will have on NBIS stock price?

Q: Hi team,
How significant is today’s release that CLS had partnered Amd to help supply them with AI infrastructure? Seems to me this could be a big deal for CLS? That being said, the stock is only up slightly on the news. What’s holding CLS back from new highs right now other than just crappy market conditions (Iran war stability, tariffs ) ? Would you add to CLS today if a 4% position is already held?

Thanks,
Shane

Q: Being mostly a "dividend long term" investor ,I did not invest in tech stocks up to now, except for some specific etfs . Considering this kind of "switch" from tech to energy stocks in the markets,and new valuations of major US tech stock ,I just started to invest in this sector.What is your view versus the opportunities and timing for investing in major tech stocks actually ?

Q: These two companies have run up a bit but I wonder if they still fly under the radar in regards to the photonics advantage (light) over copper in the chip manufacturing industry. Have you heard much about this?
In looking at a semiconductor ETF like SMH for example I do not see these included as they tend to favor larger names.
Also not sure how much analysts have caught up to this story as a potential boost to these and other similar companies.

Q: Their earnings report today borders on incredible. It looks like they will earn at least $80/share in the new 12 months, which means their PE is very very small and the stock seems very cheap. The only question I have is about their capex plans - they are building so much capacity (all over the world), all the way out to 2028, that I wonder when demand is likely to peak. Keeping in mind this is a cyclical stock, I don't want to get over my skis. I love it short term, but do you have any expectation of when the supply will be sufficient and margins will start to come down? I suspect fears about this issue is what is holding the share price down

Q: The controlling shareholders are active in the day to day and hold over 50 % of the outstanding shares.
It seems logical that they will want to retire soon.
Do you agree that a transition is near term likely ?
The stock is rising lately ?