Q: I am really surprised with your answer to Steven on March 3 about Berkshire, especially "In other words, we wouldn't necessarily want to give BRK a weighting that is materially higher than the typical stock in a portfolio." Shouldn't BRK be treated similarly to an ETF with 40+ quality holding plus private equity? You recommend S&P500 ETF as an alternative... well, there are a lot of investors who want their portfolio to be properly balanced and don't want to hold 33% in technology stocks. BRK-B is much better balanced and stable than S&P500. It also delivered better returns over the past year and 5 years despite the technology boom. Some of us still remember dot com bust of 2001...
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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: If we liked Applovin at $515, shouldn’t we be lovin’ it at $315, especially after a likely-bogus short attack?
How do you like it here for a 3 year hold?
How do you like it here for a 3 year hold?
Q: Hello 5i Team
Blackstone price has been weak lately, would you recommend buying at these prices or wait until after the tariff are in effect . Please provide your comment .
Thank you
Blackstone price has been weak lately, would you recommend buying at these prices or wait until after the tariff are in effect . Please provide your comment .
Thank you
Q: What are your thoughts on Berkshire? For a retiree that does not need the income from investments and what would be appropriate holding % considering the diversification of the company, or if prefer another investment please suggest. Thanks
Q: What's your opinion on SentinelOne, Inc. (S).
Is it unique or just another AI stock?
Buy or not?
Thank you.
Is it unique or just another AI stock?
Buy or not?
Thank you.
Q: Can you comment on NVDA's outlook? Thanks!
Q: Hello 5i Team,
What are your thoughts on Arista networks from here? AI demand is still strong and all those GPU's have to be networked. NVDA networking division was actually flat (did not grow) so you would assume there is other networking equipment being used.
If you like it would you accumulate at these prices or lower?
What are your thoughts on Arista networks from here? AI demand is still strong and all those GPU's have to be networked. NVDA networking division was actually flat (did not grow) so you would assume there is other networking equipment being used.
If you like it would you accumulate at these prices or lower?
Q: Can I get your thoughts on SOUN and recent earnings? has the market overly punished it after NVDA's divestiture?
Q: Greetings 5i, would like your current analysis of this company's financial strengths and growth prospects. In your opinion is it worth holding? Thank you.
Q: Is SNPS a SELL???.....Tom
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NVIDIA Corporation (NVDA $175.64)
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Salesforce Inc. (CRM $246.00)
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Constellation Software Inc. (CSU $4,334.02)
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Celestica Inc. (CLS $256.04)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $193.06)
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Palo Alto Networks Inc. (PANW $181.56)
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CrowdStrike Holdings Inc. (CRWD $418.60)
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Shift4 Payments Inc. Class A (FOUR $90.25)
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Applovin Corporation (APP $412.60)
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Cellebrite DI Ltd. (CLBT $15.80)
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Lumine Group Inc. (LMN $47.42)
Q: Time to clean up my tech holdings. Can you please rank them for a 3-5 yr hold. Need to get rid of 1 or 2 and maybe trim some others. Thank you
Q: Q: Hello 5i team
Would you agree to open a full GOOG (CDR) position today?
Thanks
Would you agree to open a full GOOG (CDR) position today?
Thanks
Q: Kim Bolton was on BNN today and he prefers SentinalOne over Crowdstrike.
Could you please give me your comments on this.
THank you
Margaret
Could you please give me your comments on this.
THank you
Margaret
Q: Did you get a chance to read the short report on Applovin? Any comments? Still up quite a bit, but wondering if I should hold, trim, or sell all and wait on the sidelines?
Thanks
Thanks
Q: I apologize in advance for this question because I'm sure it has been asked before. I wish to purchase either GOOG or GOOGL in my USD, NonReg account. I plan to hold for a long time. Which one is likely to have the best total return or does it make any difference. Please help explain. Many thanks.
Q: XPEL released earnings this morning and the market does not like it. Mostly bad news in there and more head winds and issues they are dealing with. Its starting to seem like more bad quarters than good with XPEL and it'll be in the dog house for a while. But looking for your unbiased opinion, is it still a hold or start looking for the exit? Thx
Q: Blackwell Weighing On Margins
Chief Financial Officer Colette Kress said Nvidia's adjusted gross margin is expected to be 71% in the current quarter. And it will be in the "low 70s" as Nvidia ramps Blackwell production.
"We expect a significant ramp of Blackwell in the first quarter," she said.
Nvidia's gross margins should return to the mid-70s later in the current fiscal year, she said.
In your professional opinion, how likely is this return to mid 70s margins?
Thanks very much
Chief Financial Officer Colette Kress said Nvidia's adjusted gross margin is expected to be 71% in the current quarter. And it will be in the "low 70s" as Nvidia ramps Blackwell production.
"We expect a significant ramp of Blackwell in the first quarter," she said.
Nvidia's gross margins should return to the mid-70s later in the current fiscal year, she said.
In your professional opinion, how likely is this return to mid 70s margins?
Thanks very much
Q: Hello 5i
Could I have your current assessment of Jabil please? Have the management issues been resolved ? How is their outlook?
Thank you
Dave
Could I have your current assessment of Jabil please? Have the management issues been resolved ? How is their outlook?
Thank you
Dave
Q: Good afternoon,
I know they are two very different companies, but if you had to pick one for a 2-3 year time horizon, would you go with BN or GOOG.
Thanks as always.
I know they are two very different companies, but if you had to pick one for a 2-3 year time horizon, would you go with BN or GOOG.
Thanks as always.
Q: Hi 5i team,
Do you think these stocks are priced well to start a position for income and modest growth? I would also appreciate your insights on these 3 companies for a long term hold.
Thank you,
Stephan
Do you think these stocks are priced well to start a position for income and modest growth? I would also appreciate your insights on these 3 companies for a long term hold.
Thank you,
Stephan