Q: NVDX Can you tell me anything about this ETF. I see no data. Is it investible?
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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 Folks!
Could you tell me what the 24 month expected growth is for Datadog and Celestica? Do you see this as a good entry point or are these companies expensive based on your metrics? They have had quite the run up.
Would you wait for a pull back or be fine hopping in now.
This is for a 2-3 year hold.
Thanks so much for all you do!
Could you tell me what the 24 month expected growth is for Datadog and Celestica? Do you see this as a good entry point or are these companies expensive based on your metrics? They have had quite the run up.
Would you wait for a pull back or be fine hopping in now.
This is for a 2-3 year hold.
Thanks so much for all you do!
Q: I have a half position in LMN - with the current dip would you recommend topping it up or is there another stock you prefer?
Q: Is Celestica's performance supported by fundamentals.
Thank You
Peter
Thank You
Peter
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Vertiv Holdings LLC Class A (VRT $125.02)
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Cellebrite DI Ltd. (CLBT $15.83)
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Symbotic Inc. (SYM $45.74)
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Nebius Group N.V. (NBIS $70.02)
Q: Dear 5i
I currently hold VRT in my TFSA and was considering adding NBIS but was wondering if they are too similar in terms of what they do . If so could you recommend another smaller cap high growth stock instead .
Thanks
Bill C
I currently hold VRT in my TFSA and was considering adding NBIS but was wondering if they are too similar in terms of what they do . If so could you recommend another smaller cap high growth stock instead .
Thanks
Bill C
Q: I have read the question history on Quantum related companies and have noted that these 4 seem to be most well known.
Are there any publicly traded, earlier stage (not yet pumped) companies that are worth monitoring for future potential? Not companies you buy today but companies with interesting concepts/potential in this field that could be "next".
Are there any publicly traded, earlier stage (not yet pumped) companies that are worth monitoring for future potential? Not companies you buy today but companies with interesting concepts/potential in this field that could be "next".
Q: Happy New Year 5i team,
I have been holding this name TEAM for several years. It has been underwater for a long period of time until 3 months ago (November of 2024). What is your outlook for this name? If replace it with a better Growth one, what would be your recommendation? Thanks.
I have been holding this name TEAM for several years. It has been underwater for a long period of time until 3 months ago (November of 2024). What is your outlook for this name? If replace it with a better Growth one, what would be your recommendation? Thanks.
Q: This morning you recommended VRT us. I am wondering if there is a Canadian company that is in the AI infrastructure sector and trades on TSX. Also what is the best etf that can be bought on the TSX that focusses on AI infrastructure (US).
Cheers Steve
Cheers Steve
Q: Not a question, but a response to today's question on Lumine. There was a relevant news release yesterday from Incognito Software Systems: https://www.stockwatch.com/News/Item/Z-C!LMN-3641751/C/LMN. At the end of the item, Incognito is descibed as a Lumine Group company.
Q: Hi there. I am wondering your thoughts on QQQI as a way to capture the 100 biggest tech growth names and get an outsized yield (currently 12%) versus just owning VOO or something similar. I would like to generate income over time, and this would also be a way I could have some exposure to options without having to really understand how they work.
Does this thinking make sense? If so, what possible portfolio weighting would you suggest? Thanks for any information you can provide.
Does this thinking make sense? If so, what possible portfolio weighting would you suggest? Thanks for any information you can provide.
Q: Hi 5i Team, could you comment on the likelihood of Evertz Technologies being a takeover target in the near future. I have this as a small loss in a TFSA and trying to decide if I should continue to hold for the dividend or sell for a potentially higher growth stock. Any replacement suggestions welcomed.
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Super Micro Computer Inc. (SMCI $44.07)
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Comfort Systems USA Inc. (FIX $691.18)
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Dell Technologies Inc. Class C (DELL $131.01)
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Vertiv Holdings LLC Class A (VRT $125.02)
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Nebius Group N.V. (NBIS $70.02)
Q: Could you provide me with a few a few names that you feel will benefit from the build up of Data Centers to support AI and would Comfort Systems be on that list? Thank you.
Q: I am up ~800% on NVDA and plan is to hold for 10+ years. Curious to get your thoughts on this strategy vs splitting the position with AMD. Plan will always be a 10+ year hold.
Q: Good day, Adobe has taken a big hit in the couple of months. Revenue forecast for 2025 is below analysts' consensus. Is this a good technology stock to still hold or can one move to something better. Thanks
Q: Lumine has been especially weak of late.Thoughts Comments?
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Applied Materials Inc. (AMAT $161.99)
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KLA Corporation (KLAC $879.55)
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Lam Research Corporation (LRCX $101.28)
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ASML Holding N.V. (ASML $754.46)
Q: Would you consider KLA and/or ASML as "core" IT/AI holdings for 3-5 years, apart from current M 7 holdings. Among IT/AI opportunities available, how would you rank one or both, given current valuations, and taking into account vulnerabilities [China]. Or, would you suggest 3 others instead.
Thanks
Thanks
Q: Can I get a valuation/ outlook on this name
Q: Hi 5i,
Can i have your opinion on CRNT?
I was conaidering a small position in a bag of small caps but i see no news on the 8% drop.
Thanks
Can i have your opinion on CRNT?
I was conaidering a small position in a bag of small caps but i see no news on the 8% drop.
Thanks
Q: Very volatile with a lyrH of $2.37 & lyrL .35 with great leap since mid Dec last.Please comment on company especially as to Dec 31 Corporate update,Jan 9 closing of12,738853 shs @ $1.57 and flagship product,Genius. Buy,Hold or Sell. Txs for u usual great services & views. All the Best for the New Year
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Apple Inc. (AAPL $227.16)
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Amazon.com Inc. (AMZN $227.94)
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Alphabet Inc. (GOOG $209.16)
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The Trade Desk Inc. (TTD $52.37)
Q: Hi team, Amazon DSP.. I think people just assume it’s always going to be a two-way race between Google and TTD. Can I get your take
on Amazon’s DSP and if it *could* become the 2nd most dominant player after Google? I have a 3% position and looking to make it 5%. Are you a buyer today? I have a 3.4% position in Apple which I’m considering selling completely to fund this.
on Amazon’s DSP and if it *could* become the 2nd most dominant player after Google? I have a 3% position and looking to make it 5%. Are you a buyer today? I have a 3.4% position in Apple which I’m considering selling completely to fund this.