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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: 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: 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 Peter,

Sam Altman wants to raise $7T for AI chips in the future. He's looking to the UAE for investments. Thoughts, comments? Will this likely be a new private venture or is there a possibility that he may explore any current publicly traded firms to partner (in terms of funnelling cash into, etc.)?

Next, what are some names that could benefit from this current theme and or Sam and others from diving into the chip design, manufacturers, etc. What are your top names for years out in this space, and a few comments on each. Let's rock!

Finally, Cybersecurity and protection of critical infrastructure is and will be huge. Top names in this space, ranked in terms of future outperformance?
Read Answer Asked by Stefano on February 28, 2024
Q: I have these companies on my cash account , they all are doing good, but now I'm looking to sell 3 of them, so I can buy some BRK.B.
Which 3 would you let go. thank you.
Read Answer Asked by Fernando on February 28, 2024
Q: Hi,

One of the larger holdings in my portfolio is NVDA ~5%. I trimmed some NVDA last week and bought some VRT ~1%. Thinking of buying some SMCI as well. Do you think owning all three would be too correlated or would it be okay? Thinking of adding ~1% position to SMCI (seems to have settled down a bit here). If it were you, in what % would you allocate to each of the three names?

Also long AXON (nice results yesterday). Would like to add more but looks pricey at 68x p/e and 11x p/s. Thoughts?

Thanks!
Read Answer Asked by Keith on February 28, 2024
Q: Thanks to Peter, Ryan and the 5i Team, my portfolio has recovered from the Tech Wreck of 2022. Much of this is due to my holdings in Nvidia and SMCI. I have been trimming some along the way up, but Nvidia is now over 12% and SMCI is over 6% of my portfolio. This time around, I'd like to hold on to my gains (unlike in 2022).

My questions are: What "sleep at night" ETF or stock might you suggest to put some of my profits into (sector doesn't matter)? Also, what percentage of your holdings would you be comfortable with SMCI going to?

My pension covers my living expenses, so I am able to take a little more risk.

Thanks,

Brad
Read Answer Asked by Bradley on February 27, 2024
Q: looking for small to midcap Ai stocks might be referred to as adaptors.
would CTS be considered?
Read Answer Asked by howard on February 27, 2024
Q: Its likely this has been asked before but I couldn't find it... Besides the big guns NVDA, MSFT etc what smaller AI players providing the picks & shovels look good forward ? Which ones would make good targets for the big guys ? Thank you.
Read Answer Asked by Paul on February 23, 2024
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