Investment Q&A

Q: Given all the negative news and the recent "retirement" of the CEO, what are your thoughts now on INTC? Has the last shoe finally dropped or can it get worse? Hard to believe the US gov would let the company dissolve given its desire to maintain leadership in chip design and production (although INTC has not been a leader in either for some time). Is this stock worth buying as a (gradual) recovery play or as a takeover target? Thanks.

Q: I purchased the above three ETFs

MAGS for Mag 7

IGV for Software and

BUG for Cyber Protection

Have I got the good areas Covered with these three purchases What other areas should I purchase RAK

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Q: Hi 5i,

Currently hold shares of INTC at a loss and have held the stock for a few years.

Purchased the stock on the thesis that Pat Gelsinger would potentially execute his his plan to build additional foundry's in North America as an alternate to TSMC. Tailwinds of "on shoring" government incentives and the growing "AI boom" market lead me to believe that this was feasible.

Given Pat Gelsinger is now retiring and INTC execution issues I no longer believe that will be the case. I have held on to the stock for now due to the low valuation and the potential that it would be broken up and sold off.

Would appreciate you thoughts on whether or not it makes sense to hold onto.

Would also appreciate your thoughts on potentially switching from INTC to ASML.

Thank you,

Greg C.

Q: Can you provide any info on this one?

Q: Wow. Is the market rational?
I find it's certainly getting far more explosive in qtrly reaction (up or down).

I am happy with this (what I think is) wild crazy lift in 1 day as Docu has morphed into a 'normal' software company (as in, making $, having profit, high GM) vs hype of 'future $'.

But, stepping back. To me, it is now trading at a "fair" valuation based on 8-10% rev growth and now >20PE.
How do you like how this company has turned itself around ? Do you think this move is simply a catch up or do you see a fundamental re-thinking of docu and there is more room for stock price re rating?
30% in one day? wow.

Q: In regard's MRVL's last question on Sept 27 you noted a sales decline. I understand they reported on December 4 and seem to have done well. Is sales growth still negative year over year and is it's forward PE ratio still with-in reason? I suppose they are a competitor of NVDA which may be a risk more than an asset even if its chips are cheaper than NVDA's. Have they invented a better chip or is there anything about them which is better than NVDA other than price? Any thoughts you have would be appreciated.
Jim

Q: What do you think is a better investment in terms of growth for the next year or so, NVIDIA or NBIS? Do you think we should wait for a pullback in NBIS?

Q: Any particular reason why SHOP is up so much today?

Q: What does the market expect from Enghouse next week?

Thx

Q: I was reading online about how Citron Research has been charged with pumping and dumping stocks before. They are currently tweeting positive things about this stock (even though they are a short seller). What do you think is the likelihood of them putting out a short report and shorting it after their positive tweets?

Q: Please provide an updated opinion on ACM Research. Do you see it as having strong growth going forward?

Q: Any idea why Sentinel one dropped 13% today

Q: Hello 5i
SOUNDHOUND is up 230’ish % since the last question was asked on July 2/24. Can you please give an updated opinion? Is it all hype and no substance or starting to get traction?
Thank you
Dave

Q: Of the above companies which would you choose for a TFSA if you were to select only one? Please rank them in order (best to "less best") re your expectations for long term growth (say, over the next 10 years).
If you had only one pick for a long term TFSA hold of any stock (or ETF) without regard to CAD vs US, market sector or market cap, what would that be, assuming a young (mid-20's) investor with a currently well diversified, growth-oriented TFSA?

Q: Where so many growth companies have been on fire over the last 6-8 months, UBER's price is the same as it was in February of this year. What would have to happen to spark a resurgence in this stock...and how likely is this to occur over the next 6-8 months? With so many other opportunities out there, I'm having difficulty justifying holding on to UBER. Thank you.

Q: You probably will get a few questions in regards to this company. What are your views of stack capital and how do they operate.

Q: May we have your analysis of SNPS Q4 and forward performance for 2025.

And why did the stock dipped after hours on Wednesday?

Thank you to Peter and his team

Q: Noticed this company has come up a few times in the Q&A the past several days. How much of this is a speculative buy vs. an investment? The only thing I can seem to gather here is that there is positive momentum, it was endorsed by Citron, members of 5i seem to own it, but it is still losing money.

Are there similarities to the dot com boom here? What makes this company buyable?

Q: NBIS has approximately 200M shares outstanding and about 61M of these shares have traded hands over the past 3 days ie 30% of the float. Given your experience, does this type of activity set up well for a stock moving forward?

Q: Hi 5i,

I am new to investing and I know CSU is a favorite 5i pick. With the share price so high, do you think it would ever split? Or are fractional shares the best way for a smaller investor to invest?

Thanks