Investment Q&A

Q: I currently own CLS, GOOG, NBIS, CSU, APP, NVDA, SHOP, AVGO, UBER, JBL, MSFT, QBTS, and IONQ in my portfolio. I would like to reduce the number of tech stocks. Can you please rank them in terms of growth potential over the next 12 months.

Q: Hello team,
Based on a bit of research I have done, I would like to buy these companies in the following order: ASML, SMCI, ANET, AMD, AVGO, SITM, ARM, PWR, PLTR

I am buying them to further focus my portfolio on AI for the next 5-10 years. I already have the hyeprscalers and the usual AI suspects but, somehow, I missed on the companies listed above.

Please deduct as many credits as needed for the following questions:
What do you think of this list?
Would change the order based on their resent declines/Valuation?
Would you drop any of the above based on their excessive valuation which may not meet the expected growth in next 5-10 years?
Would you wait a bit more before you buy or just proceed today?
Is there a better company that can substitute any of the above based on moat in AI? Any other company that you think I should also consider?

Thank you as always for your invaluable help and insight. (Without you I would have quit investing a long time ago!)

Q: Thanks for the recommendation on CLS!! To further the AI supply chain theme...What do you think of these other companies that are wiring, cooling, and building data centres for the future? Besides CLS, which of these do you think offer good upside from today with reasonable risk/reward?

Q: Is this a company worth consideration?

Q: Please, For tax loss would you provide some proxy ideas for
CAN: CLS & US: TSLA MSFT CRWD.
Thanks you

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

Q: Do you know what is causing JBl to be so weak? Would you buy at this low price? Thank you.

Q: Hi team, I hold the above in more or less equal weights and I need to sell one to fund my RIF payments for the year. Which one would you expect to show the least growth in the next year? Or would you chip away at all of them equally?

Thanks as always, Rod

Q: Hello 5i Research
If you had to pick just one of these stocks which one would you choose and why?
I know that it is like comparing apples and oranges.
Thanks

Q: May I have your thoughts on JBL

Q: Peter, would appreciate your current thoughts on these names. Big thanks to you and your team for another year of great service, Safe Holidays and Merry Christmas to you all. Paul

Q: On CNBC on Friday Tom Lee disclosed these 20 as his "Epicentre Stock Portfolio" and opined that the bottom is in. He seems to be quite revered and apparently his calls have been more correct than not. Could you list your best seven from this list that you would buy today in order. Any other comment of course welcomed as well - Ken

Q: Could you give me your assessment on ETI (Enviroleach Tech) and JBL (Jabil Inc). I just watched a segment on BNN Commodities today and found the discussion on E-waste enviromental processing very interesting. JBL is currently building a new processing plant for ETI in Memphis. And E-waste is becoming a major problem for the world.

Thank you.