Investment Q&A

Q: Dear Peter et al:


I am long term holder of CSCO. I have made decent profit. Sometime ago to my question, you mentioned that it can be held still didn't see any problem with it.
But more recently I am hearing rumblings that ANET is better suited for AI going forward? Should one switch? It is in my Regd a/c. So, no tax implications.

Q: Hi 5i, I own BUG (not in your database) since about its low in 2023 . In 2025, it has underperformed ETFs like CIBR, HACK. IHAK did not do very well either.

First question: Why the discrepancies between these ETFs performance, BUG in particular? Some bad holdings?

Second question: Is it worth to have this kind of niche ETFs if we have broader ETFs like QQQ?

Third question: I could Sell BUG for a small profit, or Hold for a bit hoping a better price, or switch to a more expensive ETF (my last choice). Your pick?

Have a good weekend.

Q: I have held these stocks for many years. Their performance has been disappointing compared to other US stocks. In your expert opinion, are they worth holding or should I sell? What 2 stocks would you buy to replace them. Please expand on your thinking. Thank you for your guidance. Stella.

Q: CSCO is one of my core and long term holds. Lost money and made money and now after so many years I am sitting with very significant gains.

The question is this: Under the current AI craze and momentum and things changing so rapidly, should one hold and let it run the course or sell it and move it to AI based stocks. (I already have some of your favourites like GOOG and NVDA.)

Where does CSCO fit in the new AI paradigm shift?

Many thanks.

Q: Keeps moving to the right. What is the current institutional ownership? Can't just be retail investors moving the stock higher. Seems like analysts want to like the stock but they keep putting out low share price targets because of valuation.

Did TSLA, NVDA, AMZN etc have stretched valuations and then they grew into them? Can you see PLTR at a 1T market cap valuation over time?

Q: If you had to choose one "old technology" company, which one would you choose and why?

Thnx for your great service!!

Q: With their recent good numbers and guidance and their expansion into AI infrastructure, what do you think it means for them in the future for the next 6 to 12 months.

Q: NVDA has 6 of 7 criteria for the definition of a bubble. Is there excessive exuberance in the AI space? More importantly are we in a bubble cause by excess hype and fear of missing out? Is NVDA in a similar situation as CSCO was a number of years ago with all mania surrounding it? Lastly, does NVDA really have an super moat that makes them near invincible, because would that not be the high of hubris…even the formidable Achilles had an exploitable weak spot and I wonder if there is a real danger NVDA & the AI space writ large has one too.

Q: Hi gang,
Can you suggest me ntnx or net? What would be a safer bet. ? Who are their competitors?
Thanks. Alnoor

Q: I have less than 1% positions in the above companies and am trying to reduce holdings. Can you please rank them buy, sell or hold. Thanks Stew

Q: Hi 5i,
These companies are all I have in the tech sector. Can you rank them for me and are they all currently buyable? I’m a long term holder of dividend companies can you recommend a couple more or maybe I should just buy more of what I have. Your help is appreciated!

Q: Dear Peter:

I have a small sum, about 10 k USD from locking in some profits. I can only write covered calls in my Registered accounts. No cash secured puts! Any candidate that you may want to suggest for writing covered calls? (can only be in 100 shares lot, right?) The ones that have attractive premiums are very expensive!

Many thanks.

Q: What are your thoughts on Cisco as a long term technology play?

Q: I am retired
Looking for income with some possibility of growth
Please rank rio, Russell, Cisco, aqn
Any other suggestions appreciated
Many thanks
Peter

Q: Retired (25 years) investor, preservation of capital and income paramount. Can you please provide the following, ETF or equity suggestions for:
Basic Materials (hold 2% LIF), Communications Services (hold 4% BCE), Consumer Cyclical and Consumer Defensive (hold 0%), Healthcare (hold 1% HHL), Industrials (hold 0%), Technology (hold TXF 4%).

Thank you for considering my lengthy question for which I apologize.

Q: Hello 5i
I'm considering raising funds through a 1/3 sale of my CSCO holding. Now that the Splunk acquisition has closed, would you expect this to be sufficiently needle moving (ie wait on the sale) or not ?

Thanks

Q: CSCO reported miserable earnings on February 15 and guidance was also poor. I understand the company will also raise more debt. I am not clear on the company’s reasoning for yet more debt. CSCO was added to AAII’s “stock super stars” list in February 2016 under its “good values” strategy. I was thinking of selling CSCO last year but held off when I saw the business was added to Morgan Stanley’s global dividend portfolio in June 2023. I continued to on to CSCO, especially as hardly any of my other holdings pay dividends. Given CSCO’s latest report and guidance, is it worth holding on to CSCO for investors whose folio is all US, and who are getting concerned that their folio generates little dividend.

If its worth holding on to CSCO, please comment on the company’s business model, the strength or not of its suite of security products. Please also comment on CSCO’s PEG ratio, its debt to equity in addition to its competitive position and moat referenced above. Many thanks.

Q: Held Cisco,Oracle,Pfizer,intel,for many years now. is it time to cut the umbilical cord? i am 82 but still continue to invest.What U.S. stocks should i consider replacing them with?

Q: hi,
thank you for, and this question is in reference to, the answer to the "baby Mag 7" question a few days ago by "JR". are you able to do a short analysis of these 7, compared to the "adult" Mag 7 in regards current and future valuation, growth, debt/equity metrics. further, do you have any guess on the timeline of googl/meta etc.'s development/utilization of their own AI chips in house?
take as many points off as needed, this question seems like a bad homework assignment to me!
thanks Chris

Q: Peter,
what would be your list of baby Mag 7 that have high probability of solid growth and show possibility of becoming the new Mag member? Do you see AMD as a potential contender?