Investment Q&A

Q: Hello 5i Team,

Following up on your answer to Sandra's question on April 11th re: beaten down U.S. software stocks, could you please rank the top 5 choices in order for a 3+ year hold.

Also, where would CSU rank if it was included as a 6th stock in this list?

Thanks in advance for your always helpful advice!

Q: Hello Team 5i & Everyone,

Would you mind providing a list of 10 American software stocks that are beat down because of AI fears that you think have good potential for a real recovery at some point in the future?

IGV seems to be holding up okay for now with the S&P500 in a downtrend, I assume because it's possibly "oversold".

Thank you!

Sandra

Q: Hi 5i, Would you buy (today) these stocks for a 3-5 years hold ? & in which order would you buy them, which ones would drop off this list.

thanks

Q: I’m planning to do some tax loss selling. Can you provide proxies for the following: Elf Beauty (ELF), Lululemon (LULU), Synopsys (SNPS) and Appian (APPN)?

Q: As this conglomerate company has just been awarded the contract for a high speed train from Quebec City to Toronto would you feel this is a good time to buy a small % ?

Q: I own small (2-3%) positions in Snowflake, MongoDB, and Datadog. Would you currently hold these stocks or sell them? If sold, what are some possible replacements in the tech sector?

If I were only to sell one, which holding would you let go of first and why?

Thanks.

Q: Are there any stocks out there today that you feel are stupidly mispriced and could get a nice bounce/run this year?
Thank you

Q: Happy New year to everyone!

My TFSA is strictly US growth. I'm looking at the software space as I'm tech oriented.

I do own MSFT, ORCL on it's recent decline.

Some of the players are fairly expensive or have some negative momentum. NOW, SNPS, CDNS are 3 candidates.

Would you have a preference of these looking forward accounting for current value etc?
A top tier selection that isn't one of these?

I'm looking for your thoughts and a reasonable entry. Of course this is 3+ year hold.

Thank you very much.

Q: could you pls rank and comment on the above stocks in terms of greatest likelihood of appreciation within 12 months

Q: Morning you fabulous people,

My TFSA is heavily tilted toward tech and growth.

I'm gearing up for 2025. I see Orcl has had a healthy small consolidation.

I already own the big players. Is Oracle a buy in its current range?

Outside of the mag7, PANW, ANET, AVGO.

Do you have a compelling buy to add at a reasonable valuation in the broad tech sector.

Please deduct accordingly.

Thank you so much.

Q: Good Day,

I redid my portfolio early this year based on much of your feedback. And of those picks, Every single one of them was up, most significantly so, at least once, since that time. Some have returned/fell below those buy levels.

1. DRX, HPS, LMN and VRT, seem to have consolidated up a healthy amount, do these appear to be new support levels from which they'll continue to grow? Still Aces in your books?

2. SMCI is furthest from this years high, what are the main barriers it would have to reaching that high again in the coming year? In your opinion is it likely to get there within 12-18months?

3. NXT, CELH, CDNS, DCBO, and ATS all went significantly up, and almost as precipitously down. They seem to languish. I doubled down (half to full) on CELH on the first big drop in April, which seemed worth it in May, but less so now. Do you have faith in these names still? Is their prospect for growth still the same as it was in February? Are there new names in this Growth profile (or what is was in February) that you are more confident in? With your suggestions here, please rank them with these names from highest to lowest prospects/confidence.

4. AMD. Is it worth holding the 2nd fiddle? Would it be better used in something in 1st in a different space? like AVGO or QCOM?

5. DIS. Been very up and down on this half position. Worth going to a full at this point, or would you want to see the ship righted a bit more before increasing? Would you sell a Disney holding?

AMZN, GOOG, NVDA, TVK, DRX, POWL, TCS and CROX all doing their thing for me :), suggestions other than these please.

Thanks for all you do! Please take however many credits you need.

Q: Can you give me your thoughts and your appreciation of this company. How it is positioned in the technologic landscape and how it is impacted by the ai phenomenon. What kind of future can be envisage for the 2-3 years coming

Thank you very much

Q: What are top 5 AI stocks you recommend please?

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

Q: Can you please prioritize the top 10 up and coming AI stocks for future growth?

Q: Good Day,

I picked up CELH and CROX based on the answer to my last question, and added in POWL to boot. Based on my portfolio in my previous question, was POWL something you would consider redundant in my account, or would you be fine with that type of addition in your portfolio.

I have been holding SNPS and CDNS for a minute now, and it just seems to bounce back and forth between +5% and -5%. Are these mostly growers on news and earnings? What are their respective Expected growth rates over the next 1 and 2 years?

This brings me to almost "fully deployed". I have noticed in the last couple weeks that the volatility in the market seems to have increased, and the average of that volatility seems to be sort of flat over this time. I have seen some videos and articles calling for the "AI Bubble" to burst, etc. Do you think there will be a cooling in that space coming? and if that occurs will the market follow it? I've seen many replies where you state that NVDA has a clear 18 month runway for growth, and thus I imagine the companies that support it as well, does that still hold true in your view? If said cooling could be coming, would it be worth the fees to say, shrink/cut some positions? Or is that too much like timing the market and thus better to stay in?

Thanks for everything,

Q: Opinions on these two companies. Looks like Intel created a foundry division in which Cadence will be assisting Intel with designing and producing new chips. From my reading Microsoft is also involved and wondering if this may be a strategy to decrease reliance on Taiwan semiconductor and increase "home grown" chip manufacturing.
Do you think Intel can find some momentum from the AI surge and this strategy?
Is Cadence a viable way to get involved in the "back door" of the AI surge? Do you have other preferences that provide the same services?
Thank you.

Q: I do wonder if you could comment on the recent news releases in regard to Cadance and Intel foundry systems. I just started researching this and am going to admit a lot of this is over my head and comprehension. From my initial readings it looks like Microsoft has joined in on this as well, so looks like Intel, Cadence and Microsoft are in an initiative in the AI space. Is there a possibility that Intel may get some legs in this AI surge as well? The share price of this stock has certainly not soared like others in this sector. Wondering if the Microsoft relationship will have some impact on the future performance of Intel?
Could this be a way for Microsoft to lessen it's dependence on NVDA?

Q: Good Day,

Big wins on a lot of your recent answers to my previous questions, thanks.

Obviously there's a tonne of hype on the Semiconductor market/AI/Data Center space right now, and after picking up SMCI, VRT, etc, I came across CDNS and by proxy, SNPS as well.

It appears they have the market corners on the design software side of this market. Logically, however, this wouldn't appear to be a space that grows in the number of customers in it very readily.

Is this similar to ASMLs type of monopoly (albeit a duopoly), with growth coming from advantageous pricing conditions and the relative difficulty of a new player popping up?

Do you see these companies gaining significant share price appreciation over time? Which company is better and why? I really liked a recent question that asked where they were relative to a baseball game. For each could you relate their lifecycle to what inning in a game they are, as well as an out of 10 for risk and growth potential.

The prices of these have climbed for sure, but definitely don't seem to have exploded like the rest of the segment. Are there any other companies with this same type of competitive advantage in the semiconductor/AI space?

Thanks!

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?