Investment Q&A

Q: These are my current holdings. Can you suggest 2 usa names to add to this list which might be complementary? I was thinking about NXT but it's jumped today. I would like to add two names that are not at 52 week highs but yet, are also "growthy." Maybe something that has pulled back irrationally like a NXT or UNH (prior to the big gains today). Thank you,

Jason

Q: Hello all at 5i: Would you consider MSCI a stock worth holding? Thank you. Barbara

Q: Good Afternoon
I am attempting to diversify away from NVDA due to its large percentage of my holdings. I also have good gains in both NBIS and VRT although I am comfortable with their current weighting and both have room to grow. Assuming all 3 will somewhat move in unison does it make more sense to pick a non AI related stock rather than add to NBIS and VRT? If that is the case can you give me suggestions on what to add?
Thank you

Q: Could you comment on CRWV. I can’t find comments post earnings. The financial results disappointed or the stock was ahead of itself. Any views long term on buying? Entry point or wait for momentum?

Q: I already have a little of NBIS. I am wondering if I should get into a CRWV position now that the price has dipped.

Otherwise, I would to my small NBIS position (80 shares @ USD 40).

At what price would you start a half position in CRWV? At what price would add to an existing NBIS position.

Q: PLEASE SUGGEST A COUPLE OF PASSIVE, EQUAL WAITED SP5000 FUNDS DENOMINATED IN US DOLARS. tHANKS

Q: I hold these 3 stocks for income and have seen capital erosion in recent years with weakness in the telecom sector. In terms of industry concentration, how much overlap is there between the three (Telus has held up best), would you recommend letting one or two of them go, which one(s), and what would you recommend in the general sector as a replacement (US or Cdn)?

In particular, I am curious about BCE's prospects following the US acquisition after selling MLSE stake, dividend cut, debt, and scaling back of capex.

Q: I have a question about 2514 Greetings:

It has been a long time since a question has been asked about CHKP. I own 500 shares and it has fallen significantly. After reviewing previous questions I would say that your present picks would be PANW and Fortinet. Why is cybersecurity in such a slump? What is the one year outlook for CHKP? Should I switch to PANW?


Thanks,

BEN.

Q: Thoughts?

Q: Hi 5i,

Thanks for the podcast section on crypto. Very much enjoyed it.

If you could only buy and hold two of these for a med to long term, which would you choose? (Any particular reasons why?)

TIA!

Q: Does the recent earnings affect your view on SOUN as a longer term hold? Would you be comfortable initiating a position now? Thank-you

Q: WULF Please comment on the company and your thoughts on GOOGL stake/partnership with them.

Q: This stock is up 50% in less than a month and is at a 52 week high it also will be making about 270 million going forward this year. They get to keep 90% of that. My simple math has them at a P/E of 6.4 on a forward basis if they don’t overachieve. There drug is getting traction into the hospitals and with the doctors due to its drug profile.

Aurina has another drug in the pipeline going into phase two that looks good and I hope they go after rheumatoid arthritis. To me everything looks good here. This is my fun stock to stop me from becoming too bored and is finally becoming exciting.

What do you folks think is going on here regarding the big move in the stock price and where it could go. Looks like the existing drug revenue tops out an around 600 million annually.

Q: How can I invest in AI or companies that are heavily using AI ?

Q: Some of my shorts, (DE, JBHT and DRI) are reacting well in the pre-market. Do you think they are worth holding, as shorts, for a while yet? Can you comment in particular on DE's earnings? Thank-you.

Q: Please name your top 4 companies that are into ART. Intelligence A/I. Brief reason for each pick. Take as many credits as necessary. Thanks. Helen

Q: Hello
What is your view on Fulgent Genetics? Thanks for your advice.

Q: Can you please evaluate the results from GAMB? What was good and what was bad? Why the big sell off? Lastly, buy, sell or hold and why please. I own a small piece of this along with SRAD and GENI and am baffled at its underperformance.

Separately, what do you think of Keystone Financial (key stocks.com) as as supplementary service to 5i? Does coverage overlap dramatically or could it be a nice secondary source of potential growth stocks?

Thanks

Thanks!

Q: May I have your thoughts on COHR's recent quarter? Currently down 20%. According to my phone (not especially trustworthy) a solid quarter but drops on guidance. I note too they are planning to sell their defence division for 400 Million. Maybe the market thinks they could have got more?
Jim

Q: Could you give some comments on Twilio and Global E earnings? The results weren’t received well by the market