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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,

Which one of the three would you expect to bounce back in the short term. Any one of them that you would not invest in?
Regards
Read Answer Asked by Rajiv on November 04, 2024
Q: Can you do a head to head comparison between VRT and ANET as for as which one you would prefer going forward and why? Does one have a bigger risk of something going wrong (Yup I'm talking about you SMCI) than the other?
Read Answer Asked by Martin on November 04, 2024
Q: Hi- could i get your take on UBER earnings ? Was the sell off warranted- would you add to a position at this level. forward P/E of 50 seems a bit rich
Read Answer Asked by Scott on November 01, 2024
Q: Good Day,


Rough day in the markets Thursday. After mine and other questions, getting a sort of analysis paralysis trying to make the 'right' move. Some (potentially) attractive dips, and Looking to set up the accounts for the next couple months.

Current concerning holdings. Hold, Sell, or add?

ASPN
ATS
CELH
CRNT
CROX
SMCI
TMDX

For the adds and holds, please rank with the following names in terms of highest conviction and total returns in the coming year. Knowing you can't get personal, what would be the highest portfolio percentage you would think would be appropriate for each given the nature/stage of the lifecycle each is in?

GOOG NTR ATD LUG GAU AEM WPM BCE SHOP ISRG

Thanks for everything!

James
Read Answer Asked by James on November 01, 2024
Q: Please provide me with a few recommended tickers that would benefit from supporting the data centers in USA with their electric needs.
Read Answer Asked by Donna on October 31, 2024
Q: Good Morning,

All things considered, would you rate SMCI a hold or sell today?

What do you think the likelihood is of it being de-listed from the Nasdaq? Would you wait to make a hold/sell decision until after next Tuesday's scheduled business update, or do you think there's not much that management can say to change the market's perspective on this stock?

Thanks,

Brad
Read Answer Asked by Bradley on October 31, 2024
Q: Regarding SCMI, how badly would their accounting have to be misstated before it was not attractive based on fundamental reasons? Looking at the current and forward P/E, it's relatively cheap for a good business in a great part of the market.

What if a company with a different name produced a quarterly report that showed SMCI's numbers in terms of growth and earnings but without any of the baggage and negative perception? What would 5i value this other entity at with current financials and for fun, what would 5i value it at if the numbers are revised to be 25% worse.

Thanks
Read Answer Asked by Tim on October 31, 2024
Q: Could you recommend a few CAD etfs for the US market/SP500/Nasdaq that do not require to be reported on form T1135 for an unregistered account over $100K? Thanks in advance.
Read Answer Asked by K on October 31, 2024
Q: Hello 5i Team,

Your thoughts on these 3 names. SRRK & CRNX gave us good returns with the recent run and I intend to replace with IBRX.

Thank you!
Read Answer Asked by Nhung on October 31, 2024
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