Investment Q&A

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

Q: Hi Team,
If you had to pick only one CDR with the highest potential stock price appreciation what would it be. Regardless of risk and sector.
Thanks

Q: Many Small/Mid cap stocks have seen added volatility over recent weeks. What would be your current top 5 CDN and US Small/Cap stocks in this market?

Thanks
Tim

Q: I have held the trade desk for many years and it is still a double for me. This is my high growth stock in my portfolio. I am planning to sell it and buy a better high growth stock for the future. Could you provide me your best idea ? Thanks

Q: I’ve held BNKG for a little over a year at a very small gain.. It appears to remain fairly resilient in this market which is obviously comforting, yet I struggle with how stagnant the share price seems.

There are plenty of opportunities right now in the market, and was thinking on selling my BKNG. Using that money towards a “better opportunity” at a discount.

This is somewhat of a timing question, yet I feel taking advantage of this correction right now only makes sense.

Thoughts ?

Which 5 companies provide the very best opportunity at their respectful discounts? In order ideally. Thanks

Q: Your current opinion of this company and its growth compared to our canadian oil companies and the possibility of future pipe lines.

Q: Hello 5i
I realize it is very early in its public life but please tell me what you can about BLLN.
Thank you
Dave

Q: This stock looks like it has a best before date and it has expired. What a dog for the last year return. Holding cash and shopping at Costco gives you a better return. What will turn this company around?
Thanks Again

Q: Hello 5i, These two stocks are down from their Year High, they both are good Companies, which one would you prefer today,
Thanks

Q: In your opinion are any of these shares worth holding onto?
Thank you

Q: Hi,
As everyone is looking towards Wednesday and NVDA's earnings, I have considered whether to hold, sell half or sell all. In doing so, I came across Granite Shares 2x Short NVD ETF which does not appear to be a listed holding in your database. What are your thoughts going into earnings, and if you are thinking of trying to hedge against a sharp downturn, would you use such an ETF? Is there something else you would consider? Happy to hear your thoughts - always!
Thanks!
D

Q: Can I ask you to suggest a few mid-cap companies that could prove to be good long term investments in the solar energy sphere? My only provisos would be a solid balance sheet and hopefully a valuation that is reasonable based on current fundamentals. Appreciate your thoughts, thanks.

Q: I’m thinking of starting a position in one of these 3 companies. What do you think of their long term prospects?
Thanks