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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: Good morning. Thank you for your timely advice to trim AGX & CRS, as a result I have $16K U.S to re-invest.
Do I invest in this newer wave of investors in HOOD or do I choose something in line with the Ai theme?
Unregistered US account, current holdings are: AMZN, AGX, CRS, CLBT, FDD, ISRG, EWJ, JPM, MSFT, NBIS, SRAD, SYK.
Thank you. David
Read Answer Asked by David on June 26, 2025
Q: On semi-conductor chips, I already own NVDA (since 2023). Considering adding another with your help.
I really don't see chip demand letting up anytime soon (Ai, robotics, autonomous vehicles, cellphones, IoT, etc).
With TSMC opening mfg plants in Arizona, maybe some of the geopolitical risk is tempered now.
Is QComm the dark horse?

THX.
Read Answer Asked by Robert on June 26, 2025
Q: Do any of these companies fwd P/E's or P/S's concern you at all vs their expected growth rates?

They range from 50x to 127x. I'm looking to increase positions in NBIS/SRAD/GENI so I'm thinking of trimming some of these higher valuation names to add to these lower position names. However, I don't want to trim these long term compounders if they still have legs, but at such high valuations, when does it make sense to trim a name like CRWD to add to NBIS currently? I understand that great companies generally have higher valuations for a reason and investors have to pay up for great long term compounders. Thank you!
Read Answer Asked by Keith on June 25, 2025
Q: Based on your reply to my last post, can you name 2-3 utilities and 2-3 material investments worth looking into regardless of location (US/CAN/Other).

Thank you for the incredible insights. Have a great day!
Read Answer Asked by Don on June 25, 2025
Q: Hi 5i
Teal Linde had DAL (48.28) as a Top Pick today. I see the EPS estimates have been ratcheted down a lot over the last 90 days, but still projected to make $5+ in 2025. So with PE under 10 would you agree that this may be a good entry point? He believes that they cater to higher end travellers who aren't affected much by inflation, tariffs, etc.

Thanks, Greg
Read Answer Asked by Greg on June 25, 2025
Q: What would you say are the top US manufacturing stocks to buy now for growth?
Read Answer Asked by Judith on June 25, 2025
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