Investment Q&A

Q: Investable in your opinion?

Q: Hello 5i
Can you give me some feedback on Roku's earnings?
What caused the large fall in stock price?
What is your take on ROKU? Is it worth investing in, or should it be avoided.

Thank you
Steve

Q: Hello
I have a small position
MSFT cannot stop moving higher which is good

wants to add to the position, let me know what is a good entry point?
has been waiting for a pull back in Aug/Sept
thanks
Michael

Q: Palantir CEO Alex Karp on Monday characterized his company’s performance using a simple rule that has historically boded well for tech stock returns.

Karp said in a release that the company’s score with the “Rule of 40” was a 94%


Rule of 40 says that the sum of the revenue growth rate and the profit margin should be 40% or higher.

Do you use this?

How can an average investor measure & use it?

Can it be used on all stocks [company's]?

Thank you.

Q: Do you think that AVGO's high valuation is justified by its growth prospects or is it time to get out? Would you switch to QCOM, which is cheap because of the concerns they are about to lose Apple's business, some other stock, or would you hang in with AVGO?

Q: TEAM (Atlassian )dropped quite a bit on Thursday. Earnings seemed ok but president is leaving. Do you think the drop was overdone or warranted?

Thanks, Mike

Q: Is it good time to buy?

If yes, what’s the price target?

Earnings in few days is it a good time to add position for a growth portfolio?

Q: So, with the blockbuster results and a strong guidance this morning, SHOP stock is flirting with the $222 high recorded on Nov 19, 2021, during the day's trading.
Amazing !!!

What would you do with the stock, if you own a decent position ( 6-7% : similar to 5i portfolios, after today's 20% jump) from a Technical, Fundamental and Portfolio management perspective ?

Thank You

Q: Peter and His Wonder Team
They just reported quarterly results and EPS was a miss. What do you think of their prospects. A good contrarian buy or a value trap? Thank you for your help...

Q: In a recent question, you mentioned this was a solid liquid AI etf. I am also looking at the Canadian CIAIQ. Do the benefits of the former outweigh the Canadian etf? I would prefer buying Canadian wherever possible and wherever it makes a good rational case.

Thanks, as always. Great service.

Q: hi folks, thoughts on Q2 results for Docebo...buy/hold/sell...thx jb

Q: Good morning Peter and Team!

I have small positions in both SMCI and BKSY. After recent results, I’m considering consolidating into one company.

Which name do you have more conviction in, given a two-year time frame? For some context to other holdings in my portfolio, I have a very overweight position in NVDA and 3.3% in Nebius.

I echo the other members in thanking you for the NBIS idea, as I hadn't heard of this name until it was mentioned by 5i Research!

Thank you,

Brad

Q: Is ist to late to buy NBIS. What is your best bet for the price target in one year time frame.
Thank you as always for your wise advise
Raouf

Q: Hi,
I'm looking at a clip from the Kobeissi Letter which reads as follows:

BREAKING: Nvidia, $NVDA, and AMD, $AMD, have reportedly agreed to give the US government 15% of their revenues from chip sales in China.

This is being described as an "unusual agreement" with Trump in order to obtain export licenses for the chips.

2025-08-10, 1:56 PM

Having done some quick math, I am thinking this could amount to as much as 2.5 billion based on the value they sold to China last year. If that's correct, then is it possible 2.5 billion amounts to just over 4% of 2024 revenue for NVDA?

These seem like very large numbers to me, but I have to ask whether or not you feel this could be material to NVDA or not?

Of course this tidbit happened to be published on Sunday afternoon, which seems to be the usual time Trump decides to find yet another monkey wrench to hurl at the US economy. I also wonder about the 'unusual arrangement' comment, as that same thing was mentioned in the deal that allowed Japan to purchase US Steel, was it not?

Any thoughts you have to offer would be most welcome.

Thanks!

Q: A lead article in the NYT this morning stated that NVDA and AMD are expected to pay 15% of the money they take in from selling AI chips to China. It appears to be the price they must pay to do business with China. There is some concern about security issues. I would appreciate your take on this news,

Q: Crypto is up and the market is strong yet this one has performed poorly since they executed that big bitcoin sale. Am I being impatient or is there a reason to sell and move onto something that is performing better right now? I realize that the stock is up huge on the year - unfortunately I bought after the gain and am now a bag holder (down 13%). Thanks,

Jason

Q: Hi,
I'd love to hear your thoughts on how you think CRWV will fair on next weeks earnings. A lot of analysts seem to have it on 'hold' and I'm not sure that's just due to earnings being close, or lack of confidence in the stock.
Many thanks for all you're insight!

Q: Your current view on Astera Labs please following this recent quarter.

Q: Your thoughts on the quarter? The share price seems to be rocketing today.

Q: I want to protect my gains and I want also to continue to be invested in this company. What kind of simple strategy you would suggest. To be clearest as possible, can you use the true digits of this company. It happen to me some times to buy call options in the past but I am far being an expert in options strategies.

Thank you very much in advance