Investment Q&A

Q: From this list what would be your top 3 picks for buys right now with consideration of long term growth in TFSA? If you feel any other picks would make it in to top 3 (besides NVDA/GOOG) please include those as well.

Q: I am looking for growth stocks in the cpu/GPU/AI realm.

Is it too late to get into SMCI at $250?

In what order would you buy NVDA, SMCI, AMD and ASML? Please include other names which you think are worth considering in this space.

Thanks

Q: Any reason with the drop today? I was looking to purchase this. Curious if i should wait now?

Q: I am considering the above companies. Are there any that you would not purchase at this time. Would you kindly order them in terms of quality and potential growth.

Q: Why is there such a valuation discrepancy between these two? SMCI requires NVDA chips to assemble their AI servers. NVDA growth seems to be being mirrored to a certain extent by SMCI, but the valuation gulf is huge. Aren't the two joined at the hip?

Q: If you had to choose between these two companies for investment purposes, which one would you select, keeping in mind capital appreciation? Thank you

Q: Good afternoon,

If an investor has $10K to spend today, which of these three stocks might you have more confidence in buying to (hopefully) realize a significant share price increase during the next 18 months? A brief explanation would be appreciated. Thank you. Brad

Q: In my previous question, I asked for recommendation for a few AI-related stocks. Your response to my question included a link to a page that contains individual AI-related stocks. I clicked on it, but the link didn't work because of an invalid url.

Would you please either provide the names in your reply or send me another link with a valid url.

Cheers,
H

Q: What 3 US stocks would you recommend for TFSA for 5+yr timeline? Not concerned about sectors. Just the 3 best growth names that YOU would buy. I have GOOG and NVDA at half positions. Thanks!

Q: If you wanted to take a position in a stock in the AI phenomenon what would be your top 5 picks. Could please indicate the reasons for your choices.

Q: Dear Peter et al:

Above mentioned stocks I hold as a small percentage of my portfolio. Of course I am down now! However I have been using covered call strategy to "get paid whilst I wait"! So, I am happy to hold them for a few years.
The question I have is this. Are these good companies to hold for a few years? If not, would you suggest any alternatives? I see from your answers that you like FTNT/CRWD,PANW.

Thank you for your answer.
Mano.

Q: Looking to top up underweight positions in ADBE, INMD, META, SMCI held as part of a US$ account geared to growth. Could you please rank your preference for adding to the above at this time (10 being a very strong add at current prices) In other comments are welcome. Many thanks

Q: did well with SMCI;
i bought back in at 265,my question do you still like and would you buy it here.
the other thing its not that expensive compared to some others like nvda and tsla but that 100 point drop after earnings was scary-why. was that.i thought earnings were excellent
dave

Q: What do you think about SMCI’s valuation compared to growth for a three year hold here?

Q: Could you please comment on results and outlook. Many thanks.

Q: Dear 5i
Which one of AI or SMCI would you invest in and why in keeping with the AI theme ?
Also what do you think of RXRX ?Too high risk ?
Thanks
Bill C

Q: After reading your past replies to questions regarding STM, I wonder if you can update your opinion based on news and events since your replies in March and May? The price is higher now but have you also seen increased reasons for investors to look at this? Would it be a worthy buy today or something to wait on and buy only in the event of a pullback?

Assuming you like it, could you compare and contrast the risk and reward between this and something like SMCI? Which would you expect to do better and why?

Thanks

Q: In a US $ registered acct with a growth tilt, equities that we hold in a 'smaller' % (1%-2.5% range) of total portfolio are as follows: ADBE, BKNG, CROX CRWD, META, SMCI . Would you put new money into any of these ? At what price ? And what approximate % of a total portfolio would you go up to for any of them ?
Thank you

Q: QCOM is not expensive and their financials look OK but it has been going sideways for some time and has not participated in the most recent rally. Would you consider letting it go and can you suggest another US company with momentum?

Thank you,

Mike

Q: Hi,

To a question asked by Alexandra on June 26th, not even a month ago(!!) you felt 250 would be the next level of consolidation.( I am paraphrasing here)
It is 300 now. Would you like to hazard a guess how high this could go! I "get" the momentum factor, Ai phenomenon etc., Still this thing is mind boggling! Whee is it going to end?!