Investment Q&A

Q: Is PLTR a stock to buy and if it is a buy what do you think it will go to? or is there something better out there.

Q: again thanks for smci.
where do you stand now on smci,do you think it has more room to run. dave

Q: What are your 10 top momentum plays?

Q: Is it too late to get into NVDA? Is it a FOMO trade now? Where would you put new money for growth (3-5 years) NVDA, SMCI, AMD or some other name? Please reply with a short reason and take as many credits as needed. Thanks in advance.

Q: I hold UNITY and APPS , now less than 1% and at a substantial loss as part of a US $ registered account tilted to growth and, intentionally, heavy in tech. In addition to the above two, it has the following holdings, with % shown of TOTAL (U.S. & Cdn) portfolio, followed by % of profit/loss, Our Canadian portfolio is balanced and much larger.

META .75% (+21%) , TEAM 1.9% (0%), CRWD 2.7% (-20%),
QCOM 3.7% (+45%), MSFT 3.8%(+116%), GOOG 4.5%(+6%), and NVDA 8.8% (+200%).

I am looking at selling U and APPS and perhaps TEAM (?) , increasing META to about 1.5 and looking for something new. Maybe SMCI - but after the parabolic increase in the last month maybe that needs to be on a pullback. Anything about this that you would do differently., including alternatives to SMCI ?
Take as many question credits as needed - many thanks.

Q: whats your call on smci. i have added to my position and moved my options strike up 6 different times. i think its going much higher.
i value your opinion dave

Q: Hi team,

This is more of a second order question - so nvda is clearly doing very well, where could we look for benefit on the supplier side, ie. the inputs for what they need for the AI?

Q: Re your answer to Adam on APPS.

Throw the towel in and buy what instead?

Thanks


Sheldon

Q: I am interested in Ai which stock or ETF should I start with?

Q: i own some of smci based on a recommend in an answer to a question to 5i a while back. thank you.
my question after their fantastic earnings report , is smci still a buy or getting too expensive. dave

Q: Hello
I’ve held Guardant Health in a loss position for too long in a TFSA account. Would you please suggest several possible replacements in the small to mid cap space.
Thank you

Q: Hi,

I am intrigued by your answer to Derek's question May 3 about TTNM and others.

You said with "...with small caps a basket of three or four companies often is a better approach."

I own IWO (have for years) and note its performance against a US dividend grower like VIG, for almost any period for the last 5 years, has not been as good. That comparison combined with your notion of 3 or 4 small caps, would you be able to suggest your best small cap picks that I could use to replace IWO (recognizing the change in risk/profile of individual stocks vs. a hugely diversified ETF).

Thanks very much. Michael

Q: Hi there, what do you make of the webbush report downgrading Smci and warning of -37% downside? Thanks.

Jason

Q: i know you like this company. its like a rocket ship. i own options in it and keep moving them up to the next strike. what are investors seeing in smci.
dave

Q: Hi there, you mentioned this name in an answer to a question Monday as one to consider buying on the dip caused by the svb blow up. I had my eye on it because it seems to have strong earnings growth. I hesitated because it is up about 100% already this year and there was a short report on it. Can you comment further on why you like this name? I am afraid to buy something that is already up so much as I worry that it could fall a lot in a profit taking environment. The short report has also scared me off. Thanks as always for the comments.

Jason

Q: Any stocks being unfairly punished today because of SVB fallout that look interesting to you?
Thanks

Q: Could you please comment on SMCI, Is it worth taking risk at this level?

Thanks,
Milan