Investment Q&A

Q: Hi 5i, do you share the market's concern that SMCI did not "pre-anounce" earnings? Is the downward move justified?
Thanks!

Q: Curious if there was any specific news on the 10% drop on Friday or reasons for the drop?

Q: Your comment to Jason that Loop 'raised' its target to $500?

Might want to check that out.


Sheldon

Q: We’ve had a few bad days here…cause for concern or would you advise to just hold? How confident are you that the stock will return to old highs? I get worried with names that have gone up a lot fairly quickly that they may reverse course. Thanks.

Q: Hi,
I have been currently holding these for awhile and have done well on them, other than maybe WELL, which has been lagging a bit lately. Here are my allocations: WELL (1.7%), SLF (2%), GSY (3.5%) and NVDA (3.8%).

Recently in the last few months, I trimmed some NVDA and bought some VRT (1%) and SMCI (1%). For a growth investor, how would you rank these 3 stocks going forward? Would you continue to trim and buy these smaller cap higher growth names. With the run that they've had, I've been a little more cautious of a slowdown.

Also with these other names I'm holding, I'm contemplating trimming or completely switching to higher growth and better quality names with better runway for growth. What are your thoughts? Trim, add or switch? For example, does it make sense to trim a 3.0% position into two names that are only 1.5%? I'm against diworsification. Thank you!

1. WELL to VHI
2. SLF to IFC
3. GSY to PRL

Q: Good morning
these three ETFs have stellar one year performance to January 6th according to your March issue of Money Saver magazine. Do you see them topped out for the present or would you still see a buying opportunity here
GUY

Q: For my more speculative investments I have a starter position in SMCI and TVK. At this time would you consider moving up to a half position in one of these, or purchasing a starter position in HPS?
Thanks

Q: Good Morning,

Do you fell that SMCI is in a consolidation phase after it's rapid run-up, or has the shine rubbed off for a much longer time frame. It's now down over 25% from peak.

Thanks.

Brad

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

Q: Could CLS get a premium valuation similar to VRT and SCMI based on its forward earninggs and AI involvement?

Thx

Q: I need to trim SMCI, NVDA and VRT. I have partial positions in AMZN, MSFT, AMD, LLY,GOOG, AXON, NXT, CELH, PLTR and NTNX. Could you please order the partial positions from high to low, for a potential add? What are your recommendations for 4 or 5 other growth stocks, any size/sector that I could investigate for a new position? Would any of the these growth stocks fit into the ranking of the partial positions? If so, could you place them into the ranking? Thanks very much for this service and the patience you show, in answering the many questions!

Q: Could you please provide 3-4 names of US companies that you buy now in each of the following sectors: Technology, communications, industrial, discretionary, and Materials.

Q: SMCI has raised cash twice in the last 6 months, arguably much more cash than they really need which has increased speculation about possible acquisitions.

From their corporate presentations we know VRT have planned to scale production of a newly acquired liquid cooling technology over 40x through the course of this year. Seems like something that would take some up front capital investment. Does your crystal ball foresee VRT raising cash? Do they need to raise cash or is cash flow strong enough to grow the business?

Thanks.

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

Q: AI is expected to increase data generation requiring "massive increases in bandwidth" [BAC] to transmit that data. Which companies are investable to provide the equipment to handle the data increase. What target buy prices would you advise. Please rank your top 3 ?

Q: I want to spend the next 14 months growing my TFSA to pay down my mortgage when it comes due in June 2025. I started this quest about 6 months ago with 20% of the funds, and I'm now about halfway there. I have funds in US for 6 positions, and Canadian for 3, and currently own the above stocks. I haven't yet made my TFSA contribution for 2024, so could add a position to either. Keeping in mind the remainder of my portfolio is well balanced (cash account and RRSP) and this is a 14-month growth mission, do you see anything I should sell, or can you recommend something I should buy?

Q: EDGE AI - which stocks are aligned with EDGE AI? In your view, is this an important next step in the evolution of AI?

Q: Good morning,

Can I get your assessment on the new shares issued at $875? Where do you think this stock goes from here, and would you rate it buy, sell or hold? Thanks.

Q: In a previous question I asked a few months ago,
- One of the questions I asked was :
- What Companies do you think was a screaming Buy... And You said SMCI...
- Good call!

- Now my Question is : Currently in this environment, What would you suggest is a Screaming Buy.. - In any Sector, Based on current stock price and valuation

Thanks in advance,
M

Q: 1. Please let me know your thoughts on the best choices of Semi Conductor and Related Companies to own going forward...

2. What would be the Core Holdings going into this Ai moment +

3. Please Rate companies I have listed as Must Own 1, to 5 as Worst...

4. How do you feel about the Valuations and Stock Price of the Current companies listed...

5. Awaiting your answers..., Do You think it is best to wait for a pull back on certain stocks in the list, That may be core holdings for future...

Thanks in advance,
M