Investment Q&A

Q: Am I correct that it appears SMCI wants to delay, but not redo, its 10K Filing? It appears a 10K Filing is required by the SEC and is far more detailed than an annual report. A delay in filing suggests there is weakness in Senior Management which is a definite negative. I don't believe in coincidences so I think it likely the Hindenburg report, posted 1 day before SMCI announced the filing delay, have sniffed out something. According to SMCI there is a problem with "the design and operating effectiveness of its internal controls over financial reporting". A pretty general statement if ever I saw one! If they have been evading sanctions that could spell serious trouble. SMCI has a reputation in Silicone Valley as a "sweat shop" according to my son-in-law who once worked for them. Anyways I'm lightening my long position on the up days as I just don't want to sell into panics. Any comments you might have would be appreciated.
Regards,
Jim

Q: Trying to consolidate utility positions in my RIF. Currently I own small positions in ZWU, H and XUT. Which one would you suggest keeping?

Thank you

Q: Can I get your view of UHS? I own some and am thinking of buying more.

Q: Results looked good, why the huge drop in share price?

Q: This is a follow up of the questions I asked about the Conservative ETFMU Portfolio.
Could you also provide me with the total average yield and the YTD Total Return for the Balanced and Growth Portfolios

Suggestions to improve current ETFMU Portfolio data presentation :
It would be very helpful if each of your ETF portfolio reports would always show the Total Average Yield for each of the 3 ETFMU portfolios. Also, it would be useful to have each Portfolios YTD Total Return % reported, not just the Vanguard Benchmark.
Including some data on actual historical performance results for each portfolio as well as an indication of turnover of holdings would also be useful.

Q: after the latest Q would you still hold it or move on to ATZ for better growth?

Q: Good morning,

Both BYD and TFII seem to be strong compounding industrial 'transportation' stocks that have stalled for awhile. I seem to recall that TFII is expecting a weak Q3/Q4 before beginning to ramp up again. I'd like to get into TFII but am not sure if it's worth waiting for a further drop in 2024.

Could you please give a quick comparison of the two stocks, including which one you think will grow more quickly in the near/long-term, including suggested entry prices?

Thank you!

Q: Could you review ESTC earnings and call? And if your feelings about the company remain strong.

Thx, M

Q: I would like your opinion on this holding. It has been very good for me since the last non recomendation. Has anything changed? Thanks James

Q: Morning, could you compare the earnings of these two companies and indicate your preference and why.

Thx, M

Q: How would you compare HHL and LIFE for income

Q: Peter and His Wonder Team
I have held this stock for years and am under water. They keep promising better times. So I am following the classical route of " just trying to get my money back". All factors considered... give it another season or throw in the towel! Ha!Ha! Thanks your professional opinion is always sobering.

Q: Good Morning
Setting aside the results, clearly they were good, but just focusing on market expectations and future returns, would you initiate a position in NVIDIA today? What other themes for AI would you look at going forward?
Thank you

Q: On 29 Aug 2024 you replied to a question about a 10:1 stock split of Super Micro Computers. You also seem to have been discussion nvdia but it is not clear which comments are for which stock. Thanks

Q: Do you have any updated thoughts about this company? They seem to be doing the right things and have good sponsorship by key partners such as Walmart and SoftBank but under followed...thanks!

Q: So it looks like these data centres for AI are going to use more electric energy than the US has in the near future, the facts are in. So for $50,000 what 5 companies do you invest in for the next 10 years?
Thanks Again

Q: Can you please provide your top 10 US Stocks (In order ideally) growth focussed for the next 5-10 years. Please provide a management rating for each, and an entry point for each.

Much appreciated

Deduct credits accordingly.

Q: Hi 5i Team,

Curious why Tiny has been falling over the past month?

Also have some INTC shares from long ago, I would hate to sell at the bottom, but wondering if it is time to move on to something else - any recommendations?

Thank you.

Q: As a retired investor relying on dividend income, which of SLF or BMO do you favour for a long-term hold and why?

This investment would be part of and complete my allocation to the financial sector.

Are there other finacial stocks you would recommend ahead of these two?

Thanks for the great service!

Q: how long before DDOG is profitable who their major competitor and what degree of insider ownership