Q: It will be added to the S&P500 Index on March 18th 2024. For funds and ETF that purchase stocks in the S&P500 do they have to wait until March 18th to buy or can they start now based on the upcoming addition? Also the daily volume for SMIC was ~11.5M on March 8th, what factors will that have when it is added will there be a need for more shares etc? Finally, the recent 5i US webinar there was mention of on-shoring of chip production into the US, will this be a tailwind for SMCI vs NVDA who does most of their manufacturing overseas?
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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, so, I know I can find out about insider trades on 5i or SEDI. But are there other resources to tell you if certain non insiders are buying big chunks of stock?
The last few days there has been quite a bit of buying on Sangoma, on very little news that I can see. It's great as the price is up quite a bit, but I'm intrigued to learn more but don't know where to look.
I suppose that may be the point though!
If nothing there, any thoughts on why sangoma is moving so much these days?
The last few days there has been quite a bit of buying on Sangoma, on very little news that I can see. It's great as the price is up quite a bit, but I'm intrigued to learn more but don't know where to look.
I suppose that may be the point though!
If nothing there, any thoughts on why sangoma is moving so much these days?
- Broadcom Inc. (AVGO)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
Q: What would be in your opinion 2 or 3 names that could be giving NVDA some serious competition now and or in the near future?
Thank you!
Thank you!
Q: Is it too late to buy hpe following their news about entry into the ai server market? Looks like it has a low P/E ratio. Thanks.
Jason
Jason
- Accenture plc Class A (Ireland) (ACN)
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Zscaler Inc. (ZS)
- FTI Consulting Inc. (FCN)
- Booz Allen Hamilton Holding Corporation (BAH)
- CrowdStrike Holdings Inc. (CRWD)
Q: Digital Currency
With the long-rumored conversion of US currency to digital format, and presumably Canadian followup, what types of companies will most profit from these changes and what specific recommendations do you have? Are there any overall structural changes to handling a portfolio that you suggest?
Thanks for your ongoing great service.
With the long-rumored conversion of US currency to digital format, and presumably Canadian followup, what types of companies will most profit from these changes and what specific recommendations do you have? Are there any overall structural changes to handling a portfolio that you suggest?
Thanks for your ongoing great service.
Q: Buffet likes to invest in companies with a moat and hold long term. He has a position in SNOW. Some analysts are calling into question the moat of SNOW. Do you know if SNOW has a decent moat or are they in what is essentially a commodity type business, in which case their margins will be eroded over time?
Thanks.
Thanks.
Q: Please comment on DND-T quarteral results. Thank you.
Q: Why huge surge this morning (Friday ) ? Thanks a lot
Q: I’ve seen some analysts on TV talk about price targets for NVDA into the thousands (one as high as $8000). Is this even remotely possible? That would make it the largest company by market cap a few times over. I know it has increased significantly in the past couple of years, but at some point it can’t keep on doubling, can it?
Q: Hi team,
CROWDSTRIKE exploded $370 after earnings and has proceeded to fall right back to the $328 range. Analysts have been tripping over themselves to upgrade and raise target prices above $400.
What did you think of earnings and of crowdstrike? Where would it fit in your pecking list and at what price would you add?
CROWDSTRIKE exploded $370 after earnings and has proceeded to fall right back to the $328 range. Analysts have been tripping over themselves to upgrade and raise target prices above $400.
What did you think of earnings and of crowdstrike? Where would it fit in your pecking list and at what price would you add?
Q: Hi Team,
Please help me understand why the special dividend and spin out of preferreds would cause an overhang to the stock?
Also, how long would said “overhang” (implying sideways if not downward momentum) last?
Please help me understand why the special dividend and spin out of preferreds would cause an overhang to the stock?
Also, how long would said “overhang” (implying sideways if not downward momentum) last?
Q: Why the 10 % change today for Nuvei?
Q: If CSU owns about 50% of TOI, do they also get 50% of the total special dividend being paid out (as cash)?
Q: Can I please have your comments on Constelllation's earnings. Still a top recommendation?
Q: It's not really a question but a testimony, I bought $10,000.00 worth of CSU several years ago. When it spun out TOI, I sold some of my CSU to buy more TOI, and when they spun out LUM I sold some CSU to buy more LUM. I have also sold some CSU to consolidate profits (this was probably a mistake). I now have $88,000.00 from my $10,000.00 investment. Thank you 5i for my 1,000% investment.
Q: What's the deal with lumine, the added shares and large minus in EPS. The bottom line for me as a shareholder is there going to be a precipitous fall in the shares or are we going to see a consolidation ahead. Too many companies add to their share count and then fall. I want to keep the faith but I've been burned before. So what's the verdict; sell, hold or buy.
Q: Can you clarify the share structure of the company once they convert the pref and special special and pay the dividends? Will the share count go up on March 25th?
And who holds all these shares, CSU?
And who holds all these shares, CSU?
Q: Which has the better overall potential return for the next 3 to 5 years and why?
- Apple Inc. (AAPL)
- PACCAR Inc. (PCAR)
- QUALCOMM Incorporated (QCOM)
- Caterpillar Inc. (CAT)
- Deere & Company (DE)
- Lockheed Martin Corporation (LMT)
- United Rentals Inc. (URI)
- Zebra Technologies Corporation (ZBRA)
- Insight Enterprises Inc. (NSIT)
- CDW Corporation (CDW)
Q: Would you also provide me with 5 Industrials and tech in the USA that are not over-valued.
Donna
Donna
Q: Snow has been hit hard recently.Can you provide a current outlook and level of attraction at current price?