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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.

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.
Read Answer Asked by Marco on March 26, 2024
Q: Can you please prioritize the top 10 up and coming AI stocks for future growth?
Read Answer Asked by John on March 26, 2024
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 ?
Read Answer Asked by sam on March 26, 2024
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?
Read Answer Asked by Kim on March 22, 2024
Q: EDGE AI - which stocks are aligned with EDGE AI? In your view, is this an important next step in the evolution of AI?
Read Answer Asked by sam on March 22, 2024
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
Read Answer Asked by michael on March 18, 2024
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
Read Answer Asked by michael on March 18, 2024
Q: I opened an FHSA and am looking to max it out and put half in index and half in high growth potential stocks. Not looking to purchase a home for min 5 years up to 10. If i end up not buying I would just flip it over to the RRSP. What are some stocks that you would recommend that have a high upside potential? CAD or US stocks.
Read Answer Asked by Ashleigh on March 15, 2024
Q: Has the US high tech sector peaked in price yet, or would you recommend 4 stocks with lots of upside pls?
Read Answer Asked by Ron on March 13, 2024
Q: Hi 5i
The options market seem to be very busy these days especially in the AI area. ..,,,How does this affect the share prices of these AI companies... If so can you give a coles notes explanation how this might work.

thx
Read Answer Asked by jim on March 11, 2024
Q: It will be added to the S&P500 Index on March 18th 2024. For funds and ETF that purchase stocks in the S&P500 do they have to wait until March 18th to buy or can they start now based on the upcoming addition? Also the daily volume for SMIC was ~11.5M on March 8th, what factors will that have when it is added will there be a need for more shares etc? Finally, the recent 5i US webinar there was mention of on-shoring of chip production into the US, will this be a tailwind for SMCI vs NVDA who does most of their manufacturing overseas?
Read Answer Asked by Sal on March 11, 2024
Q: Is this a good long term hold ? I am watching stocks like NVDA and SMCI appreciate while this LTBH stock moves like a snail. Would it be worth it to sell BN and put it into the AI sector or is this still likely going to be a buy and hold forever stock like so many say it is?
Read Answer Asked by tony on March 08, 2024
Q: I bought SMCI just before the latest earnings, one reason for the purchase was the low share count. I have done well with that criteria in the past. Are there any compelling buys in companies with that feature Canada or US? Can you list the top 10 picks any sector. Please take as many credits as you wish. Thanks, Wayne.
Read Answer Asked by Wayne on March 08, 2024
Q: I have made money on TTD but am getting bored with it. It goes up and down like a yoyo and does just fine but I'm wondering if there is something with a clearer path to growth if I am okay with volatility? If it was a simple question of owning TTD or buying something different would you keep it? If not, which two stocks would be good to keep growth exposure with a bit of diversification?
Read Answer Asked by Tim on March 07, 2024
Q: Hello 5i,
Could you tell me what the expected growth rates are for these three companies over the next year?
Thank you
Dave
Read Answer Asked by Dave on March 05, 2024
Q: Do you know why PLTR NYSE Palantir Technologies Inc seems to be going down so much today Mar. 4?

Thank you.
Read Answer Asked by Ross on March 04, 2024
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