Investment Q&A

Q: Both SMCI and VRT have dropped significantly over the past 3 months. Do you see that one has stronger turn around potential than the other, and and if you were buying, which would you buy, or would you split the position between both. Thanks!

Q: I own the following in my TFSA - LMND, NVCR, U, FSLY, TWLO. All are down significantly and make up only a small percentage of the total TFSA. Because I can not take a tax loss, would you recommend leaving them tucked away for now? In other words, do any have good potential? Or would you recommend selling and investing elsewhere? Thanks.

Q: Can I get a comment on the quarter and outlook?

Q: Hi 5i Team - I can't remember the source but have heard a comment stating that Web 3 and AI will bolster each other. First of all, do you know what this might mean and also are there any companies that could benefit from it.
Thanks.

Q: Please comment on ETSY:US most recent earnings. Thank you.

Q: I’ve heard that data centre spending between now and 2030 will fall into three buckets: CPUs, Ai accelerators, and infrastructure, where CPUs are the slowest growing segment. Do you agree with that framework, and if so, could you briefly explain the difference between these three areas and recommend the best companies in each? Thank you.

Q: Even with the recent drop, Lumine still seems to be more expensive than Topicus based on EV/EBITDA. At the current price, would you prefer Topicus or Lumine? What metric would you recommend using to evaluate growth tech stocks?

Q: Hi 5i Team,
I bought Tecsys two years ago @41 before it was included in 5i portfolio, and watched it went down to 28. It rebounded around but I didn’t sell and until it lately breaks out to one year high, any news ? What do you think this company going forward?
Thanks as always.

Q: I learned of something that I had never heard of before when someone adked 5i's opinion of "the magnificiant Seven Companies" and learned they are American companies. Also was impredded with your answers of why they made the list of 7.

This leads me to ask what 5i's opinion of what would you say the Mannificiant Seven Canadian companies been in the last 7 years with the expectation that they will be still in busines 7 years from now?

Q: Any idea why Lumine has dropped in share price over the last couple of months?

Q: Former Google CEO Eric Schmidt reently made an apparently controversial statement saying that Google is fialling behind because of decision for work/life balance, rather than concentrating on competitiveness. the video was soon taken down. But here is what he said:
"Google decided that work-life balance and going home early and working from home was more important than winning," Schmidt said at a talk at Stanford University. "The reason startups work is because the people work like hell."

You often suggest Google as a good buy. ( Following your lead I bought some yesterday, in fact.) but I was wondering whether you might have information to suggest that this may be just sour grapes on his part or whether there is a real reason to worry here
thanks as always

Q: Any thoughts on why the jump in TIXT this week after the big sell off last week?

Q: I'm going to sell OTEX. What would you replace it with?

Q: Are you comfortable adding to Lumine here?

Q: Do you think it likely that we are at or near the bottom for this correction in the tech stocks?/ Of MSFT, GOOG, AMD, which would you prefer and are any or all definite buys?? Thanks Jim

Q: Thoughts on these companies? Would you buy today? If so why?

Q: I recently saw a video where drones were used in firefighting and ag research . I only know these two names and I think they are more into military applications. New drone hardware and applications is popping up weekly.
Are you able to predict which companies are likely to be the most dominant and financially successful , or will the military outlook always hold the top spot ?

Q: I hold Lumine and I am trying to understand why Lumine's business seems to be shrinking outside of acquisitions. Is it because Wideorbit is such a large driver of revenue, and Wideorbit sells ads to TV and radio which are both declining industries? I guess the question then becomes are they moving away from TV and radio generally in terms of their recent acquisitions? Thanks.

Q: Can you please comment RBLX? Thank you!

Q: Can you give a quick opinion on each of the above stocks at this time for long term positions in the AI and robotic sectors?

Is there a good ETF that invests in the AI and robotic sectors to consider?