Q: Hi. Would you please comment on SMCI's earnings. Thanks
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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.
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Oracle Corporation (ORCL)
- Constellation Software Inc. (CSU)
- Vitalhub Corp. (VHI)
- Super Micro Computer Inc. (SMCI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: hi 5i, these stocks are in my cash account , I need to sale 2 or 3 of them to raise some cash. I'm happy with all of them. but unfortunately have to sale. I'm thinking I could let go SMCI (since I have NVDA), VHI, and META. Or trim a bit of each. Your opinion please! thanks
Q: Dear Peter et al:
PLTR earnings report is May 6th, FTNT on May 02 and SMCI tomorrow!! (30th April)
This is a general question and not personal!
If some had a small position and plan to add more to these three stocks, Worth writing Cash secured puts? So close to Earnings date?
IF you were to write a cash secured put what would be the price that you would choose to write for these three, including SMCI.
(Of course not guaranteed that the order will fill!)
Many thanks.
PLTR earnings report is May 6th, FTNT on May 02 and SMCI tomorrow!! (30th April)
This is a general question and not personal!
If some had a small position and plan to add more to these three stocks, Worth writing Cash secured puts? So close to Earnings date?
IF you were to write a cash secured put what would be the price that you would choose to write for these three, including SMCI.
(Of course not guaranteed that the order will fill!)
Many thanks.
Q: Would I be correct in saying that your recent answers are showing a preference for VRT rather than SMCI or ALAB? Can you rate each of the three on a scale of 1 to 10 (10 being a strong buy) and at what level you would buy each? Also, if you have in fact shifted slightly away from SMCI and to VRT as a fav, what makes it more desirable?
Q: Hi 5i, do you share the market's concern that SMCI did not "pre-anounce" earnings? Is the downward move justified?
Thanks!
Thanks!
- NVIDIA Corporation (NVDA)
- Super Micro Computer Inc. (SMCI)
- Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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
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.
- NVIDIA Corporation (NVDA)
- Sun Life Financial Inc. (SLF)
- Intact Financial Corporation (IFC)
- goeasy Ltd. (GSY)
- Vitalhub Corp. (VHI)
- WELL Health Technologies Corp. (WELL)
- Super Micro Computer Inc. (SMCI)
- Vertiv Holdings LLC Class A (VRT)
- Propel Holdings Inc. (PRL)
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
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
- NVIDIA Corporation (NVDA)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Celestica Inc. (CLS)
- Descartes Systems Group Inc. (The) (DSG)
- Open Text Corporation (OTEX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- iShares S&P/TSX Capped Information Technology Index ETF (XIT)
- Blockchain Technologies ETF (HBLK)
- Super Micro Computer Inc. (SMCI)
- Global X Big Data & Hardware Index ETF (HBGD.U)
- Coinbase Global Inc (COIN)
- CleanSpark Inc. (CLSK)
- Arm Holdings plc (ARM)
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
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
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Super Micro Computer Inc. (SMCI)
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
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
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
- NVIDIA Corporation (NVDA)
- Arista Networks Inc. (ANET)
- Cadence Design Systems Inc. (CDNS)
- Super Micro Computer Inc. (SMCI)
- Vertiv Holdings LLC Class A (VRT)
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
Thx
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Eli Lilly and Company (LLY)
- Advanced Micro Devices Inc. (AMD)
- Nutanix Inc. (NTNX)
- Super Micro Computer Inc. (SMCI)
- Axon Enterprise Inc. (AXON)
- Encore Wire Corporation (WIRE)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Palantir Technologies Inc. Class A (PLTR)
- TransMedics Group Inc. (TMDX)
- Nextracker Inc. (NXT)
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!
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Netflix Inc. (NFLX)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Tractor Supply Company (TSCO)
- AutoZone Inc. (AZO)
- Deere & Company (DE)
- Ecolab Inc. (ECL)
- Sherwin-Williams Company (The) (SHW)
- Union Pacific Corporation (UNP)
- Super Micro Computer Inc. (SMCI)
- Linde plc (LIN)
- Crocs Inc. (CROX)
- Old Dominion Freight Line Inc. (ODFL)
- CrowdStrike Holdings Inc. (CRWD)
- Trane Technologies plc (TT)
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.
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.
- Applied Materials Inc. (AMAT)
- NVIDIA Corporation (NVDA)
- Celestica Inc. (CLS)
- Arista Networks Inc. (ANET)
- Cadence Design Systems Inc. (CDNS)
- Super Micro Computer Inc. (SMCI)
- Datadog Inc. (DDOG)
- Vertiv Holdings LLC Class A (VRT)
- Palantir Technologies Inc. Class A (PLTR)
- Arm Holdings plc (ARM)
Q: Can you please prioritize the top 10 up and coming AI stocks for future growth?
- Micron Technology Inc. (MU)
- Pure Storage Inc. Class A (PSTG)
- Super Micro Computer Inc. (SMCI)
- Dell Technologies Inc. Class C (DELL)
- Vertiv Holdings LLC Class A (VRT)
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 ?
- NVIDIA Corporation (NVDA)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Advanced Micro Devices Inc. (AMD)
- Super Micro Computer Inc. (SMCI)
- Axon Enterprise Inc. (AXON)
- CrowdStrike Holdings Inc. (CRWD)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Lumine Group Inc. (LMN)
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?