Investment Q&A

Q: Goodmorning
What are your thoughts on veev results they looked good but the market does not seem to like them?
Thks
Marcel

Q: Good morning 5i
I am looking for a tax loss selling candidate. Each of the three mentioned above, I would like to buy back after thirty days. Which one do you think is the least likely to run away on me?
Thanks for the great service and I put an upvote for the question regarding how the young man might be able to buy a Harley Davidson, mostly to emphasis that the first and best thing to to would be to get a membership in 5i

Q: Could I please get your thoughts on Harrow's latest quarter?
Thank you

Q: CRM has a new 52 week low in the last few days. In your opinion why has it not been involved with the growth the market has seen this calendar year. CRM is a double for me, but why has it not been loved this year.
Thanks
Matthew

Q: Thoughts on Walmart at the moment? Would you consider it a buy?

Q: BKNG has been falling for three months, which has accelerated in the past few weeks after GOOG announced a new platform for searching vacation travel. It has dropped about 25% in the past 3 months. I am wondering if Google's platform is a major threat or not. Is BKNG earnings still going to grow going forward?

Q: I'm looking for a growth stock for the long term without too much volatility in either Canada or the US. Can you give me 2 picks and why? If you think there are better alternatives than the ones I've suggested, please provide them.

Q: At what price would you consider Costco a good buy?

Q: Would you recommend taking a small position in AI at this point, and if so what would be your first choice in a stock and/or ETF?

Q: What do you think of LMND as a long term buy and hold business... they seem to be more effectively using their AI software to generate improved financials...

Q: While Nvidia results look good, a Globe and Mail article about the results quoted two commentators who suggest that current AI spending is "unsustainable". Can you comment on the sustainability of AI spending? Thanks.

Q: Could you please share your thoughts about the recent NVDA earnings? What is your sentiment towards the AI/Chip sector after the release of their earnings?

Thanks!

Q: Hello team,
Based on a bit of research I have done, I would like to buy these companies in the following order: ASML, SMCI, ANET, AMD, AVGO, SITM, ARM, PWR, PLTR

I am buying them to further focus my portfolio on AI for the next 5-10 years. I already have the hyeprscalers and the usual AI suspects but, somehow, I missed on the companies listed above.

Please deduct as many credits as needed for the following questions:
What do you think of this list?
Would change the order based on their resent declines/Valuation?
Would you drop any of the above based on their excessive valuation which may not meet the expected growth in next 5-10 years?
Would you wait a bit more before you buy or just proceed today?
Is there a better company that can substitute any of the above based on moat in AI? Any other company that you think I should also consider?

Thank you as always for your invaluable help and insight. (Without you I would have quit investing a long time ago!)

Q: Does your long to medium term outlook for united rentals remain unchanged? I’m down 15% to-date, but wondering if I should be concerned about anything. Can you describe further their recent earning results.

Q: Could you please give your thoughts on Klarna's recent quarter. How doers it stack up against Affirm and would either of these be attractive at current prices? Thanks.

Q: Which of these Nat gas cos would you prefer and why?

Q: I read your August comment on Affirm trading at 42x PE.
I am looking to see the accuracy of Yahoo Finance consensus EPS $2.98 (2026) and $3.95 (2027).
Can you please share what EPS you see for each respective years.
Thank you

Q: AI stock picks for the future. Goldman Sachs has a ranking of companies it says are most likely to translate AI investment into productivity gains. These are the top 5.

Would you know what these 5 are?

Thank you.

Q: Please pass on your current thoughts on the aluminum sector and Alcoa specifically.

With thanks,

Q: Any thoughts on Gibralter's acquisition, quite a negative market reaction.
Cheers, Chris