Investment Q&A

Q: Our core long-term holdings - not full positions. Please advise those that could add to full positions, hold or sell or those that you would replace with better potential. Please rank.

Q: Dear Peter et al:


I am long term holder of CSCO. I have made decent profit. Sometime ago to my question, you mentioned that it can be held still didn't see any problem with it.
But more recently I am hearing rumblings that ANET is better suited for AI going forward? Should one switch? It is in my Regd a/c. So, no tax implications.

Q: Is this a good price range to pick up some Arista stock?

thnx

Q: Can I please have your feedback on APH vs ANET.

What would you prefer and why for buying today with long term hold?

APH seems to be safer and more diversified (bonus points for unique decentralized management approach) whereas ANET is a bit more growthy but comes with higher concentration risk. Both have similar market caps and P/E and have minimal to no dividends so easy comparison there.

Appreciate your thoughts...

Q: Your thoughts on the etf MTRX.

Q: Hello Team 5i & Everyone,

With regard to the A.I. theme: If you had to pick 9 American stocks to watch that have been already running since 2023 because of A.I., which stocks would they be?

Nividia & Microsoft seem obvious. Maybe VST, AVGO… Gemini provided a list, but I’d like to know what you think please.

I find that the MAGS etf is a simple way to track the big tech stocks, but I’m not sure if the SMH etf would be too specific to track the A.I. stocks/theme?

Thank you for your help!

Sandra

Q: With regards to 5i AI special report is there any advice for members as to where to start. There are a lot of companies in your report. Maybe if you could narrow things down to 5 or 6 companies from different areas of AI that could be a core holding.Thank-you for the report and helping me to understand theAI process.
THX

Q: Hi Peter and 5i,
Between CLS and ANET which company would you currently invest for future stock appreciation? Say 5+ year time frame.
Thanks so much for your always stellar advice.

Q: Can you give me your opinion on the actual state of these shares Astera labs and Arista networks ? And how you see their possible evolution in the next future (1-2 years)?

Thank you in avance and thank you for your professional service

Q: Thank you for the excellent market update comparing the AI boom to history. What are the top 'capex-light' companies that you feel may participate in the AI boom?

Q: Would you recommend taking a small position in AI at this point, and if so what would be your first choice in a stock and/or ETF?

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: Hi, Could you please comment on ANET earnings. Thank you

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: Could you list 2 or 3 female led public company's in AI and 2 or 3 female led public startups in AI in Canada & USA?

Thank you.

Q: Thoughts on Arista for a growth stock, thinking of buying it in the CDR form?

Q: Hi Peter and 5i,
May please have your thoughts on NVDA's announcement that META and ORCL will adopt its Spectrum-X Ethernet networking switches for their AI data centers.
Do you have an opinion on how much this will affect ANET's market position?
Would you look at exiting a position in ANET based on this competitive threat?
ANET is down 13% on Monday and Tuesday.
Thanks so much.

"Arista Networks (NYSE:ANET) stock fell 2.4% Monday after NVIDIA (NASDAQ:NVDA) announced that Meta (NASDAQ:META) and Oracle (NYSE:ORCL) will adopt its Spectrum-X Ethernet networking switches for their AI data centers.
NVIDIA revealed that Meta will integrate Spectrum Ethernet switches into its networking infrastructure for the Facebook Open Switching System (FBOSS), while Oracle plans to build giga-scale AI supercomputers with Spectrum-X Ethernet switches.
The announcement appears to have triggered concerns about potential competition for Arista Networks, which is a major provider of cloud networking solutions and data center switches. Investors may be viewing NVIDIA’s expanding footprint in the networking space as a competitive threat to Arista’s market position."

Q: Do you see anything driving down ALAB's price? What do think of it going forward? Thank-you

Q: With the the huge future revenues announced from Oracle yesterday what are some other companies in similar space or competitors that could also benefit?

Thx

Q: Hi,
I know, lots of names here - feel free to take extra points. These mostly looks pretty good to me technically and I believe they've had good earnings. Of the list which are your favourites? Do any have negative things to be aware of, and if buying what order might you accumulate them in?
Many thanks for all your helpful insight!