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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 there,

If you were to create a US Balanced Equity Portfolio using CDRs only, what would it look like?

Thank you!
Read Answer Asked by Michael on January 30, 2025
Q: Hi 5i,
May I please have your thoughts on the latest results from Nextracker?

Also, what are your thoughts of how the shift in sentiment away from renewables by the new US administration might affect this company in the coming year and then beyond that over the next few years?
Read Answer Asked by Brian on January 30, 2025
Q: Tempus AI Inc. (TEM:US).

Your opinion to buy or not?

Thank you.
Read Answer Asked by Ross on January 29, 2025
Q: Good Morning 5i Team,

IESC went to the moon last week with the Stargate announcement, then got torpedoed by Deepseek on Monday. Still worth holding for the new data centres electrical build-out theme, or swap for NBIS or FRSH?

Thank you.

Brad
Read Answer Asked by Bradley on January 29, 2025
Q: I believe the Canadian is going lower from here . What's the best way to play this theory. I assume you will say simply buy US stocks if so please give me your top 5 taking into account the pierced risk going fwd (tariff's, plus trade war, political unrest Etc. I have room in registered account as well as TSFA
Read Answer Asked by Terence on January 29, 2025
Q: First, thx for your earlier answer to my questions on Nvidia. I forgot to include a few other questions.

If appears as though DeepSeek might make AI more ubiquitous as the cost of using it would be cheaper. Wouldn't this create more demand for GPUs? I imagine more hardware players will enter thereby creating more competition thus dropping Nvidia's enormous margins. What are the current forward looking numbers? There obviously will be compression, so what do see as potential valuation if this occurs. Lastly, have moved on from the hardware companies to more of the hyperscalers and other downstream companies? Could you list a few safer companies for the last two categories?

Thx
Read Answer Asked by Christopher on January 29, 2025
Q: While picking up the pieces from the Deep Think carnage on my tech stocks, it occurs to ask which stocks will benefit from the possible reduction in the cost of AI......can you provide a short list 5 - 10 of potential beneficiaries of that? Many thanks for your excellent service.
Read Answer Asked by Leonard on January 29, 2025
Q: Good morning 5i,

VRT obviously the onslaught has continued. I'm viewing this as a potential add. Looking over their revenue, profitability etc.

Despite deepseek and all other noise. Would you wait to see a potential turn or be comfortable adding in this range?

Or do you see a more inherent risk than I?

Looking forward to your thoughts. Thank you.
Read Answer Asked by Adam on January 29, 2025
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