Q: I owned GIB.A, DSG,TOI,LMN,NVDA,DCBO and would like to know if there is an overlap between any of these stocks or do they have their own unique business so all should be owned? I am trying to decide if I should reduce the numbers of tech stocks as I currently have 27 stocks and have read that best to have around 20-25 stocks.
Q: I noticed that SMCI has a P/E ratio of 20.23, which is quite appealing for a tech stock. Do you believe the business will continue to perform well in the future? Considering today’s significant drop in the stock price, would you see it as a buying opportunity? Thank you.
Q: I am concerned that AI will disrupt traditional software companies including the companies within the CSU family. What are some early signals that would indicate AI is disrupting CSU's traditional businesses and growth prospects?
Q: Hi,
I reviewed Q&A on INTC post "melt down"! I can understand your words of caution.
My question is based on a recent comment by a guest on BNN Bloomberg (Mark Sebastien) who said that INTC's fabrication unit alone is worth 22$. With QCOM and hedge funds circling around and the technical pattern indicating the possibility of island gap reversal, worth taking a small position for a quick 20-30% profit?
(22 to 30$ jump).
Q: I still have my LSPD stock (at quite a loss) and just wondering with the current announcement of the companying possibly selling or taking it private, if this is the time to sell now or hold on to see what materializes? Is it conceivable that the Company could sell and if so, what might the stock price go to? Your thoughts please...
Thank you!
Q: Hello 5i team,
Considering how well the techs have done in the balanced portfolio, OTEX seems to be the laggard thus far. Are you still comfortable/confident with this equity. Do you still have patience for this one?
Andrew
Q: Thoughts on investing in Serve Robotics (SERV: Q) as a complement to UBER, with potentially greater upside, for investing in robotic delivery systems.