Investment Q&A

Q: May I have your current views on this company?

Q: AVGO Thoughts on the quarter? If I'm reading things correctly, they bean expectations, but it still sold off after hours. Still a buy?

Q: As stock has gone down in few days is it worth Holding or buying more?

Q: Hi 5i
With reference to your response to alexandras questions today ..." CELH is exceptionally volatile"... To what would you attribute this volatility ie; short action , hedgefunds ect.... any specific indicators one could pay attention to?

Current shareholder 2yr time frame...What share price would you consider decent risk/reward?

thx

Q: I'm very interested in VRT. When do they report? I may buy some now and more after they report.
Much much thanks

Q: What is the most you would let NVDA run in your portfolio before you would trim it?

Q: The last question about this ETF was on February 08, 2022.

On BNN recently, Larry Berman suggested buying PAVE “on a dip”, especially if one’s portfolio has too much Technology and thus increased risk. We are overweight Technology, but underweight U.S., so this ETF is appealing. Do you concur? Also, to buy “on the dip”, what might a good entry price be? Finally, are there better ETF alternatives in the U.S. infrastructure space that should be considered? Thanks.

Q: What do you feel is a good entry point for VRT? Is it better to wait after their earnings report?

Q: Can you provide an updated view and outlook for Manhattan Associates?

Q: Peter and His Wonder Team
GVP is up 20% today on very high volume...so something has occurred...why do you think? Your assessments are always helpful! Thank you!

Q: Could you please tell me if I am interpreting this correctly. Disney said it expects Disney+ net adds of between 5.5 million and 6 million in Q2. But per their earnings call, “domestic net adds are expected to be in the 7.5 million range, driven by charter entitlements, net of cannibalization”. Does that mean they are gaining 7.5 million charter subs but losing 1.5 million paying subs to hit the 6 million? From what I understand the charter subs are getting Disney+ for free, and Disney is getting free advertising in exchange. So ARPU might go up due to price increases, but won’t overall revenue go down as fewer paying subs? Or do you think Disney will estimate the benefit of the free advertising, and then charge that amount to advertising and give the credit to Disney+ revenue? Thanks for you help.

Q: Hi 5i Team,

Respecting you don't have a crystal ball, after such a robust few weeks for ARM do you think the current entry point ($142) is high and one should wait for a pull back before buying in? Or do you think based on its fundamentals there is still a long runway ahead if one is looking for a 2 year hold.

Can you share what the FY 2024 projections are and if you would be a buyer?

A million thanks for all you do!

Q: Good Day,

Big wins on a lot of your recent answers to my previous questions, thanks.

Obviously there's a tonne of hype on the Semiconductor market/AI/Data Center space right now, and after picking up SMCI, VRT, etc, I came across CDNS and by proxy, SNPS as well.

It appears they have the market corners on the design software side of this market. Logically, however, this wouldn't appear to be a space that grows in the number of customers in it very readily.

Is this similar to ASMLs type of monopoly (albeit a duopoly), with growth coming from advantageous pricing conditions and the relative difficulty of a new player popping up?

Do you see these companies gaining significant share price appreciation over time? Which company is better and why? I really liked a recent question that asked where they were relative to a baseball game. For each could you relate their lifecycle to what inning in a game they are, as well as an out of 10 for risk and growth potential.

The prices of these have climbed for sure, but definitely don't seem to have exploded like the rest of the segment. Are there any other companies with this same type of competitive advantage in the semiconductor/AI space?

Thanks!

Q: Nvidia has grown to 8% in my portfolio thanks to your analisis and opinion. I have no problem letting it run a bit more if justified. My concern is their competition will eventually catch up and they lose their edge. I'm also wondering about their valuation and that they might be forming a bubble. Your analisis and opinion would be appreciated. Thanks to 5i and team.

Q: Motley Fool published its Top 10 stocks to buy now/ as of January

I have followed most of them for too long …..watching them go up. So, for me its buy now or wait for pullbacks which hasn’t worked so far.

My 4 favourites of the 10 are: Meli #1….NOW #2…ANET #7…TSLA …#3

Can I have 5i’s perspective please. Thank you.

Q: Can you tell me the difference between buying Amzn:US and buying Amazon.com inc -CDR and which is preferable. Thank you

Q: Hello 5i!

What is your is your take on PINS, TEAM and LSPD? Would you be buyer? How would you rank them?

All 3 had good earnings beating estimates but put in dog house for lower projections than anticipated.

Thank you

Q: Do you have any recommendations for investments in companies that may benefit from precision fermentation? As one example of its application, Tony Seba predicts precision fermentation will replace a significant portion of milk production by dairy cows.

Q: Hello,
Would you be a buyer ? If yes, at what entry price?
Thanks!

Q: The dividend announcement seems to be well received. Can you comment on the implications of this if one plans to hold for the next 10+ years? Are there companies that you can use to parallel the potential future returns? Is Apple, Visa or MasterCard good proxy? Meta is likely to be aggressive in dividend increases.