Investment Q&A

Q: These two companies have run up a bit but I wonder if they still fly under the radar in regards to the photonics advantage (light) over copper in the chip manufacturing industry. Have you heard much about this?
In looking at a semiconductor ETF like SMH for example I do not see these included as they tend to favor larger names.
Also not sure how much analysts have caught up to this story as a potential boost to these and other similar companies.

Q: Hi 5i,

Could you please rank these 5 stocks in terms of which you would purchase now for a 3 to 5 year hold, with growth being the main (but not total) focus?
And if you could give a bit of background for your reasoning that would be much appreciated.
Thanks!

Q: I understand NVDA is putting 2Billion each into both COHR & LITE. I’m happy with COHR, up almost 400% now at a 5% weighting. Probably should start to look at selling some to keep the weighting down. Is LITE investable with its 220 P/E? One other question is NVDA getting shares for their 2 Billion?
Jim

Q: Hello Team,
Which of these two very different companies would you prefer for and why for a two to three year hold.
Kind Regards,
Barry

Q: I understand COHR is preparing the paperwork to sell more shares. If I understand correctly they want to raise 1.7 billion. Their current capitalization is just shy of 28 billion so I would characterize them as still a small cap. Any concerns about dilution? Would you mind explaining COHR’s relationship with Apple? I assume COHR is a supplier but of what? Any excessive dependency on a single client? Any thoughts you have would be appreciated. I’m up 280% on COHR so your help is much appreciated!
Jim

Q: Hello Team,

Considering the facts that:
Lumentum (LITE) is the High-Alpha play. It has the most momentum and the most critical technology (OCS), but it is currently considered "high risk/high reward" due to its vertical price chart.

Coherent (COHR) is the Catch-up play. It is favored by analysts who see "underappreciated upside." If Coherent can prove it is winning a larger share of the 1.6T transceiver market in its next earnings call (early 2026), its stock could "gap up" to match Lumentum's valuation.

For a 10 year investment, would you prioritize one over another? Or would you buy both?

Thank you for help all of us become richer and more informed in 2025. I wish you all at 5i a merry holiday season and a happy 2026. :)

Q: COHR is doing really well these days. Thank you for your help in assessing this company.
Jim

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: Good afternoon 5l
Nvidia seems to be pivoting to AI factories, as they call them. Could you provide a few names of companies which will likely profit from this turn? Perhaps also with a brief description of why you find them interesting.
Thanks

Q: NYSE Coherent Corp. (COHR)

How many other competitors are doing the same thing as COHR?

Do they have a moat.

Thank you.

Q: Sorry for the long list, but that's my IT holdings and I need help to get to a more disciplined IT portfolio. About equal weight, except for SHOP which was owned and is currently on watchlist. Question 1- please advise a limited high conviction IT - does 5 sound about right? It would really help me if you could explain why these are chosen as I want to understand my investments. Question 2 - which ones to sell outright so that can redeploy funds? Any to hold for potential high growth potential?

Q: All OK with COHR? The market seems to like the latest results posted last night. Any red flags? I'm a "Buy and Hold" investor and I'm not overweight in COHR so I'm just planning to do nothing! I don't think Mr. Trump's tariffs will be an issue with this company and COHR don't seem to be to be overly reliant on AI spending. Any comments you have would be appreciated.
James

Q: I have partial positions in both and ask whether you would consolidate - which one would you prefer - and just as importantly, would you prefer another to these [sell both for a better opportunity at today's prices] for 2+ year hold.

Q: Hi Peter...I have some cash in my TFSA and I'm considering buying either SHOP or DSG. I like SHOP but I just don't think the large amount of stock based compensation is shareholder friendly. I'm going to spend about $80,000 CAD so I want stock liquidity. I do have a lot of IT companies (NVDA, CSU, LUM, TOI, COHR). Do you think either DSG or SHOP would strengthen my IT grouping? Also do you think I am being unreasonable about SHOP and its stock based compensation? CSU, where the executives have to buy stock in the open market, being so shareholder friendly makes me hesitant with SHOP. Any comments you have would be appreciated.
Thanks,
Jim

Q: I am overweight both of these names. I am hoping for a recovery pop at which time I will seek to sell down a bit and spread the money out. Can you please give me a few other names that you might suggest for growth at this time? I sold booking holdings at a loss so please exclude that name. I am too afraid to buy back smci due to its wild volatility. I was consider coherent, Motorola, and Monolithic Power but am open to other suggestions. Thank you.

Jason

Q: I see COHR is up 16% today as I type this question. My news feed doesn’t show any news which would explain the rise. Does Bloomberg show anything?
Thanks,
Jim

Q: …further to my earlier question on Druckenmiller’s recent buys, please address Cohr. What is the thesis for buying this stock? Thanks,

Jason

Q: looking for small to midcap Ai stocks might be referred to as adaptors.
would CTS be considered?

Q: I believe these 2 companies are in the same sector, Information Technology. Both are supposed to have weak performance in 2024. Do you consider one company better than the other? Do you agree that they are not competitor's, each having their own separate niche? Do you think COHR is a better run company than KEYS? COHR's share price seems to be acting better than KEYS which may have more to do with COHR's proximity to AI. I'm mulling over selling KEYS to buy more COHR. Already got lots of NVDA and SMCI. I see COHR's CEO is retiring, potentially increasing the risk profile of the company.
Not sure what to do!
Regards,
Jim

Q: Its likely this has been asked before but I couldn't find it... Besides the big guns NVDA, MSFT etc what smaller AI players providing the picks & shovels look good forward ? Which ones would make good targets for the big guys ? Thank you.