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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: How would you rank the following Ai-related companies (best first) with an outlook of at least a year or two?

VRT, SMCI, DELL, ANET, MU, MRVL, AMAT, QCOM, AVGO, IFNNY, ON, TEAM
Read Answer Asked by Brian on July 23, 2024
Q: Good evening,

I am relatively new to options and would like to buy either a straddle or a strangle (using options with around 500 days til expiration). Would it be possible to get a list of maybe 5-10 companies for which the implied volatility is significantly lower than the historic volatility? Also what other factors would you look for in a company that you are doing a straddle/strangle on?

Thank you very much,

Aidan
Read Answer Asked by A on July 18, 2024
Q: Hello, Currently I hold NVDA, Meta, Google, and Palantir stocks in the tech sector. Could you recommend additional stocks that would complement my portfolio during this AI boom? Thank you.
Read Answer Asked by Esther on July 11, 2024
Q: Hi
Thank you for your assistance with my portfolio style questions. I am looking at a company, Vertiv? What are their prospects, would this be a good stock to invest for the next 5 years and are there similar stocks that may be better purchases?

Thanks, Len
Read Answer Asked by Leonard on May 06, 2024
Q: In a high growth portfolio I hold the following US stocks: CRWD, GOOGL, NVO, Uber and the ETF XT. I think I would like to replace the ETF XT with a single growth stock. XT has done okay for me in that it has doubled but that took nearly 10 years. Can you recommend a faster growing US stock that would be a good fit?

Thank you.
David
Read Answer Asked by David on March 27, 2024
Q: Can you please prioritize the top 10 up and coming AI stocks for future growth?
Read Answer Asked by John on March 26, 2024
Q: EDGE AI - which stocks are aligned with EDGE AI? In your view, is this an important next step in the evolution of AI?
Read Answer Asked by sam on March 22, 2024
Q: Motley Fool published its Top 10 stocks to buy now/ as of January

I have followed most of them for too long …..watching them go up. So, for me its buy now or wait for pullbacks which hasn’t worked so far.

My 4 favourites of the 10 are: Meli #1….NOW #2…ANET #7…TSLA …#3

Can I have 5i’s perspective please. Thank you.

Read Answer Asked by Donald on February 12, 2024
Q: JPM has had a decent run but I'm thinking of swapping it for Mastercard. Can I get your thoughts please?

Palo Alto has also been terrific, but I'm trying to add more AI into my portfolio. I'd like to sell it and find a new name, CDN or US. I own MSFT, AAPL, Salesforce, GOOG, Meta, NVDA, Constellation, Shopify and Kinaxis. I was thinking of Taiwan Semi, AMD or Broadcom, but can I get your thoughts please?
Read Answer Asked by Gregory on January 29, 2024
Q: The magnificent 7 have had a nice run in 2023. Assuming that the market is broadening out, can you suggest around 5 to 10 US stocks and/or ETFs where money is rotating to. Medium risk stocks. Also what sectors should benefit in the next phase of the economic cycle?
Read Answer Asked by Paul on December 15, 2023
Q: Can you provide a list of top companies to play the AI phenom.
Read Answer Asked by Kim on December 01, 2023
Q: Recently watched the Blackberry move and it was excellent. We know how things ended but they had a good run when they were winning but missed where the market was heading. Looking back over years there was the PC/Internet revolution followed by the mobile/smartphone revolution and now what appears to be the AI revolution. In hindsight buying and holding Microsoft, Apple, Google, Nvidia etc made sense. With AI the next frontier what stocks do you think will be the next big winners; same names as the past or are there new names we should investing in?
Read Answer Asked by Sal on November 28, 2023
Q: Hi 5i team
I have 15% Workday in my RRIF in USD. I am thinking of trimming down and adding 3 more USD positions. Can you suggest a few USD companies for Growth over a 3-5 year hold ?
Thanks Linda
Read Answer Asked by Linda on November 20, 2023
Q: Looking for "early winners" in "picks and shovels" for AI. Please rank among listed [FN COHR CRDO ANET SMCI] or others at current prices with what you like most about potential
Read Answer Asked by sam on June 21, 2023
Q: Would you consider these as early winners as AI "picks and shovels", quite apart from SMCI which has had a huge run-up?
What are your views on other hardware for cloud benefitting from AI - such as, IBM DELL HPE NET and CSCO. Bottom line - which are buyable today or could you suggest buy prices?
Read Answer Asked by sam on June 16, 2023
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