Investment Q&A

Q: Ignoring the stock chart, do you see a good path forward for WOLF ? They are a leader in SiC devices, and I like the segment that they are in - Solar and Energy Storage. Is the balance sheet okay?

Q: Morning Team,

I currently own DDOG and thinking of swapping it for PLTR. Would like to get your thoughts on this and if you would agree to such a move?

Cheers,
H

Q: In replying to Dave's question on CRM you ended answer with "We generally view CRM positively and think it's valuation at 25x forward earnings is fair, although there are higher growth opportunities at similar multiples. We would be fine switching from CRM into another mega-cap tech name. "

Please list your top 5. Thx

Q: As a senior, I found the AI revolution quite confusing with so many companies involved. I wanted to understand their roles better before investing more. The explanations I found on Google were too technical and didn’t give me a clear picture. Then I discovered Bing and Meta AI, which were very helpful. I asked them to explain each company’s work using everyday analogies. Meta AI used the construction of a vehicle to illustrate each company’s role, and I found it much easier to understand. It was so interesting that I wanted to share it. Thanks!

Here's an analogy using the construction of a vehicle to explain the work of the above AI companies:

1. _NVDA (NVIDIA)_: Engine manufacturer (GPUs) - Provides the powerful engine (compute power) that drives the vehicle (AI system).

2. _AVGO (Broadcom)_: Electrical system supplier - Ensures seamless connectivity and communication between various vehicle components (devices and systems).

3. _SMCI (Super Micro)_: Chassis manufacturer - Builds the strong foundation (servers) that supports the vehicle's (AI system's) components.

4. _ARM (Arm Holdings)_: Vehicle architect - Designs the efficient and powerful blueprint (chip architectures) for the vehicle's engine and other components.

5. _PLTR (Palantir)_: Data analyst - Helps the vehicle's (organization's) mechanics understand and optimize performance by analyzing complex data.

6. _ASML (ASML Holding)_: Precision toolmaker - Creates ultra-accurate machinery (lithography machines) that crafts tiny, precise components (chips) for the vehicle.

7. _TSMC (Taiwan Semiconductor)_: Chip manufacturer - Builds the intricate silicon components (chips) that power various vehicle systems.

8. _VRT (Vertiv)_: Power and cooling specialist - Ensures the vehicle's (AI system's) engine and components receive reliable power and cooling, preventing overheating and damage.

In this analogy, each company plays a vital role in constructing and optimizing the vehicle (AI system), from designing and building components to ensuring efficient performance and maintenance

Q: At this time, what percent of a portfolio would you consider most 'average investors' should aim for in technology? I am beginning a portfolio review exercise and am interested in getting your take on this. thanks, J

Q: Wondering what SHOP:Ca is going to be doing. It seems to be going sideways the last few months. Was thinking about selling. Sure would appreciate your input about it.
Thank You , appreciate your good work.

Q: Hello,

We are retired investors and own all three names in the group, with CSU - 13.5%, LMN - 4% and TOI - 3.5% weights. SHOP is the only other Canadian Tech at 5.5%, in addition to US Large caps tech holdings at 7%. So Technology sector is >30% of our combined portfolios. There is enough income through dividends and pensions.

Despite trimming CSU by more than 50%, over past several years, its weight continues to grow. ( Great !! )

1. Do you consider > 30% Tech holdings reasonable as a sector allocation, TODAY, for an investor ( with moderate to high risk tolerance ). If not, in what order would you trim ?

2. Would you be comfortable with 20% of portfolio allocated to Constellation Software family, more specifically 13-15% to CSU and what would be your high watermark for its weight. ( We particularly like CSU for its steady Eddie profile and prospects of more spin offs)

Thank You

Q: Hi - are you aware of Cerebras and that its chips could rival Nvidia? Any views? Thanks

Q: A major downgrade on this stock in the last day or 2 and quite a hit to the price as well when you consider most AI stocks appear to be on their way back up. Karl Ackerman is citing over supply of their memory chips which if lower prices result he would adjust his target price lower yet. Do you think this is accurate information, or perhaps almost like a short report. Can you go over their recent sales, EPS metrics and outlook? Please advise if you would buy this and if so at what price. Thank you.
John

Q: What are your thoughts on this company. I noticed it went down to $87.00 US for the second time and now it is starting to slowly climb. Is this a stock you feel one should be purchasing. What are to projections for 2025. Again thank you for your service and good work.

Q: Hello 5i
What is the outlook for Salesforce over the next few years?
I’ve owned it for many years but am tempted to move on to better opportunities.
Thank you
Dave

Q: Hi 5i Folks,

I am a "rare" questioner. And with 231 question credits. I am a low impact member.

I was fortunate to purchase CSU:CA many years ago when it was considered "an expensive stock". Well, it now has paid for my 5i Membership so far, and for the rest of my life. And I guess still considered "an expensive stock." Thank you 5i.

I just reviewed your most recent update, written in March, 2024. Since some time has passed, would it still earn a grade of "A".

Q: Please comment on latest Q results,company & going forward.A 9% haircut in after hours in response to Q results.Add,Hold or sell?Txs for U usual great services & views

Q: I have some cash in my TFSA and would like to add to one of my smaller holdings - AMD, VRT, AXON, LMN. Would you be able to rank in which order you would add? Thanks!

Q: Can you recommend a few small cap. tech companies tied to AI that could have outsized gains due to their unique potential with higher but OK debt that may provide further leveraged gains with interest rate declines?

Q: Sorry for the bother but if you google primeur group it was acquired by TSS on Sept 3 and Firstklas by Toi on Sept 2, Looks to be under the radar acquisItions by TOI.

THX

Q: IBM keeps moving up in value and I'm not sure why ? Please let me know what is going on and would you buy it at these prices ?

Q: Please comment on most recent quarter.

Thanks,

Q: currently would you go with OTEX or CLS and could you offer a brief rational as to why.
many thanks

Q: TOI was spun out of CSU around 4 years ago, with the goal of having a smaller and faster growing company. Since the spinoff, both companies have done very well, yet CSU has outperformed. Do you think that the spinoff thesis is still intact? Or is it too early to make this call?

Thanks.