Q: In answer to a question regarding the noted company you suggest the PE is still just 22 times even after the almost 35% increase on Friday. In the same answer you suggest 2023 earnings could be as high is $5.50 and 2024 earnings are projected to increase by 70%. Can you explain further please how you get a PE of 22? Thank you so much since I feel like I missed this one but if PE is that low perhaps not. John
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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.
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $132.78)
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Super Micro Computer Inc. (SMCI $58.68)
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Vertiv Holdings LLC Class A (VRT $167.38)
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Lumine Group Inc. (LMN $40.21)
Q: Good Day,
You have identified the above stocks as all having high growth prospects. Can you please rank them in the order of what you would purchase first today, and risk level associated with each one.
Thank you,
You have identified the above stocks as all having high growth prospects. Can you please rank them in the order of what you would purchase first today, and risk level associated with each one.
Thank you,
Q: With AI currently being recognized as an energy hog - can you suggest investment strategies ( in comparison to garden variety search) to play this issue?
Q: Could you comment on SMCI's earnings? Do they change your (already positive) opinion of the comany's prospects?
Thanks.
Thanks.
Q: Understanding that portfolio weights are personal, what weight would YOU be comfortable holding SMCI?
Thanks
Thanks
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Alphabet Inc. (GOOG $245.46)
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Super Micro Computer Inc. (SMCI $58.68)
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Vertiv Holdings LLC Class A (VRT $167.38)
Q: Good Morning
Regardless of sector, what are your top 3 stock choices in the US right now.
Thank you
Regardless of sector, what are your top 3 stock choices in the US right now.
Thank you
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Nutanix Inc. (NTNX $71.15)
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Super Micro Computer Inc. (SMCI $58.68)
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Crocs Inc. (CROX $81.10)
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Axon Enterprise Inc. (AXON $727.41)
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Vertiv Holdings LLC Class A (VRT $167.38)
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Celsius Holdings Inc. (CELH $62.91)
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Nextracker Inc. (NXT $78.50)
Q: Hi team,
In your reply to Ric this morning, you provided an interesting list of Canadian agressive growth stocks.
Could you provide a list of aggressive US growth stocks ?
Gratefully,
Jacques IDS
In your reply to Ric this morning, you provided an interesting list of Canadian agressive growth stocks.
Could you provide a list of aggressive US growth stocks ?
Gratefully,
Jacques IDS
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Amazon.com Inc. (AMZN $225.22)
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Booking Holdings Inc. (BKNG $5,131.23)
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Tractor Supply Company (TSCO $53.92)
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AutoZone Inc. (AZO $4,027.76)
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Eli Lilly and Company (LLY $845.72)
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McKesson Corporation (MCK $755.75)
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Novo Nordisk A/S (NVO $59.61)
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Super Micro Computer Inc. (SMCI $58.68)
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Axon Enterprise Inc. (AXON $727.41)
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e.l.f. Beauty Inc. (ELF $145.07)
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UBS Group AG Registered (UBS $40.67)
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Vistra Corp. (VST $206.55)
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Interactive Brokers Group Inc. (IBKR $72.05)
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Vertiv Holdings LLC Class A (VRT $167.38)
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Celsius Holdings Inc. (CELH $62.91)
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Brookfield Corporation Class A Limited Voting Shares (BN $94.98)
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Fiserv Inc. (FI $126.51)
Q: I currently hold all these stocks, with the exception of elf. I came up with the thanks in large part to 5i as these are names that have come up in various Q&As. If you had to pick only 10 to hold long term (which for me is 1 year), what would be your ten? The 10 should be those that are the best expected performs regardless of diversification or risk. Just the top 10. Alternately., would you suggest holding them all but with different weightings and if so please comment on a suggested weighting.
My plan was to hold 10 with 10% in each but I’m not married to that idea.
Thank you kindly.
Jason
My plan was to hold 10 with 10% in each but I’m not married to that idea.
Thank you kindly.
Jason
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Equinix Inc. (EQIX $803.62)
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Super Micro Computer Inc. (SMCI $58.68)
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Vertiv Holdings LLC Class A (VRT $167.38)
Q: If you could only own one of these, which of these would you prefer? Please explain you reasoning. Happy New Year
Q: I HAVE LOST ABOUT 50% OF THE VALUE IN SQ. SHOULD I HOLD IT OR SELL IT. IF YOU SUGGEST TO SELL IT , THEN WHICH ONE WOULD BE BETTER NVDA OR SMCI.
THANKS FOR YOUR CONTINUED GOOD ADVICE.
THANKS FOR YOUR CONTINUED GOOD ADVICE.
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Amazon.com Inc. (AMZN $225.22)
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NVIDIA Corporation (NVDA $189.11)
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Super Micro Computer Inc. (SMCI $58.68)
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Elastic N.V. (ESTC $83.20)
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Vertiv Holdings LLC Class A (VRT $167.38)
Q: Which 5 Canadian and 5 US companies would you buy for pure growth over the next 6 months? Can you provide a bullet for each on risk and main reasons for selection?
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Alphabet Inc. (GOOG $245.46)
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Intuitive Surgical Inc. (ISRG $448.09)
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NVIDIA Corporation (NVDA $189.11)
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iShares Russell 2000 Growth ETF (IWO $327.97)
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Vanguard S&P 500 Index ETF (VFV $167.16)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $132.78)
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Super Micro Computer Inc. (SMCI $58.68)
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Crocs Inc. (CROX $81.10)
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Brookfield Corporation Class A Limited Voting Shares (BN $94.98)
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Lumine Group Inc. (LMN $40.21)
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ISHARES TRUST (IJT $141.90)
Q: I am looking to set up an RESP for grandchildren aged 8 and 6 with about $40k that will be added to annually. I am thinking of purchasing 8 stocks in roughly equal amounts - ISRG, CROX, GOOG, NVDA, BN, LMN, SMCI, HPS.A
Is 8 stocks too limiting and should I look at ETFs for some sectors or should this give the plan a good start and greater diversification can occur as the plan grows?
Anything you see here that raises a red flag or are there other stocks I should consider?
Appreciate your insight.
Paul F.
Is 8 stocks too limiting and should I look at ETFs for some sectors or should this give the plan a good start and greater diversification can occur as the plan grows?
Anything you see here that raises a red flag or are there other stocks I should consider?
Appreciate your insight.
Paul F.
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Amazon.com Inc. (AMZN $225.22)
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Equinix Inc. (EQIX $803.62)
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Meta Platforms Inc. (META $717.84)
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Alphabet Inc. (GOOG $245.46)
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Intel Corporation (INTC $37.43)
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Microsoft Corporation (MSFT $524.85)
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NVIDIA Corporation (NVDA $189.11)
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QUALCOMM Incorporated (QCOM $167.77)
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Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $105.39)
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Tesla Inc. (TSLA $438.69)
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Advanced Micro Devices Inc. (AMD $235.56)
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Super Micro Computer Inc. (SMCI $58.68)
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Vertiv Holdings LLC Class A (VRT $167.38)
Q: If the world is going to need all this power to deal with all this Artificial Intelligence that is going to be happening in the coming years, what stocks in your opinion will benefit from this need for electrification? BTW I tend to like stocks that are on the more liquid side so please push your answer in that direction please and thanks
Q: Hi, can you please give me your top 3 or 4 individual stock picks for an RESP with 12 to 15 years before withdrawals? I would like to avoid the expense of currency exchanges but CDR's are welcome. Current holdings are GOOG-ne, XCG & XIT.
Thank you.
David
Thank you.
David
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Amazon.com Inc. (AMZN $225.22)
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Meta Platforms Inc. (META $717.84)
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Alphabet Inc. (GOOG $245.46)
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Microsoft Corporation (MSFT $524.85)
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NVIDIA Corporation (NVDA $189.11)
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Booking Holdings Inc. (BKNG $5,131.23)
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QUALCOMM Incorporated (QCOM $167.77)
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Super Micro Computer Inc. (SMCI $58.68)
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Crocs Inc. (CROX $81.10)
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CrowdStrike Holdings Inc. (CRWD $509.95)
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InMode Ltd. (INMD $15.05)
Q: If you did a US version of the 5i Balanced/Income/Growth portfolio setup, to which of the three portfolios would you assign the above stocks ? At approximately what weighting ? Are there any that you wouldn't consider ? Please ignore sector diversification.
Many thanks, as always.
Many thanks, as always.
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Amazon.com Inc. (AMZN $225.22)
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Alphabet Inc. (GOOG $245.46)
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Microsoft Corporation (MSFT $524.85)
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NVIDIA Corporation (NVDA $189.11)
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GLOBAL X FDS (BOTZ $37.24)
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Super Micro Computer Inc. (SMCI $58.68)
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Vertiv Holdings LLC Class A (VRT $167.38)
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Palantir Technologies Inc. (PLTR $183.56)
Q: Interested i allocating some fuds to AI. What wou;d you recommend, stocks and or EFT
Guy R
Guy R
Q: Hi All at 5i!!!
I see that you have mentioned SMCI as a growth company. Is it profitable?? and does it have a moat or are there multiple competitors ???
Thank You,
Tamara
I see that you have mentioned SMCI as a growth company. Is it profitable?? and does it have a moat or are there multiple competitors ???
Thank You,
Tamara
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NVIDIA Corporation (NVDA $189.11)
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Super Micro Computer Inc. (SMCI $58.68)
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Axon Enterprise Inc. (AXON $727.41)
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Vertiv Holdings LLC Class A (VRT $167.38)
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Celsius Holdings Inc. (CELH $62.91)
Q: Can you please supply 5 names that have the highest potential for growth in the next year. Div, non div, any sector. Just best growth. US and CDN.
Thank you in advance.
John
Thank you in advance.
John
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NVIDIA Corporation (NVDA $189.11)
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United Rentals Inc. (URI $994.37)
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Advanced Micro Devices Inc. (AMD $235.56)
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Ulta Beauty Inc. (ULTA $565.81)
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Super Micro Computer Inc. (SMCI $58.68)
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Elastic N.V. (ESTC $83.20)
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Vertiv Holdings LLC Class A (VRT $167.38)
Q: Hi team,
Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?
Have a good day,
Jacques IDS
Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?
Have a good day,
Jacques IDS
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Bank of Nova Scotia (The) (BNS $88.42)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,468.28)
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Super Micro Computer Inc. (SMCI $58.68)
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Crocs Inc. (CROX $81.10)
Q: Mr. Hodson, I recall an appearance of your’s on market call several years back, when you deviated from your small to mid cap Canadian equity mandate and recommended Micron technologies because it was simply ‘stupid cheap’ at the time.
Are there any companies out there, CAD or US that would qualify as stupid cheap currently, and hard to ignore as a result. Are any of them compelling enough to buy?
Thank you.
Are there any companies out there, CAD or US that would qualify as stupid cheap currently, and hard to ignore as a result. Are any of them compelling enough to buy?
Thank you.