Investment Q&A

Q: I am considering selling my nvda and buying goog or qucom to replace. Please advise if this is good or any other replacement for nvda.
Cheers , Doug

Q: With the the huge future revenues announced from Oracle yesterday what are some other companies in similar space or competitors that could also benefit?

Thx

Q: Oracle's outlook seems to have reverberated through adjacent companies with VRT, MOD, etc., etc., all popping. Ellison has made some pretty remarkable statements about expected growth over the next 4 years, and he does not appear, to me anyway, to be overselling.

My question is about three areas to look at:
1) Other cloud service providers.
2) The nuts and bolts builders of the data centers.
3) Companies in the electrical storage areas that might service the above.

However I have one main caveat, I am only interested in companies that have not had a 1,000% gain in the last 5 years. I know that might seem like a ridiculous criterion, but I keep imagining MOD or STRL investors running for the hills on a serious market pullback.

Thank-you again.

Q: I have owned MRVL since the early days of the tech growth story. I felt it would be one firm that could grow their business exponentially as the tech story evolved. That has not been the case.

I would appreciate your opinion on MRVL as a future growth story, or should it fail to hold up to scrutiny, what 2 firms would fit my involvement in the story (if any). I hold NVDA, AMD, CLS, ASML, MSFT and PWR as representative of the buildout of the AI/Datacenter environment.

Thanks, as always, for your comments.

Q: If I hold NBIS and NVDA am I concentrating the same sector? My understanding is that NBIS owns hardware and "rents" or sells the use of that hardware. Who completes with NBIS? Is it Amazon and Google?

These seem, individually, as great companies but if AI sentiment shifts or another game-changing breakthrough happens it could be painful. Thoughts?

Q: Hi. Have you had a look at NPCE, Neuropace? Your thoughts would be appreciated. Same question for ONWD, Onward medical.

Are there any other publicly traded companies that are involved the emerging brain computer interface space? I know that Alphabet has invested in neuralink, but are there other larger companies that have funded startups in the area that you are aware of? Thank-you.

Q: Is QBTS a good prospect to participate in the coming quantum computing boom? In any case can you suggest me your best name of small business (under 30$) in this area?

Thank you very much un advance

Q: Hello Folks:
A quick question:
What are your thoughts on AI"s future price
affects on the big tech firms such as Apple, Microsoft,
Google, Navidia, CSU etc. We are considering purchasing
CSU although their PE frightens us?
Thanks for all you do
brian

Q: Hey everyone, I have a nice amount in my TFSA account. What I’m trying to do is grow the account over time, let’s say a 25yr time period as I don’t need the money. With your crystal ball in hand and a mindset of holding forever what twenty companies would you buy today? Companies can be anywhere in the world and be in any sector but they need to trade on a North American exchange. Appreciate you playing along.

Q: Hello Folks:
We currently own Microsoft, Navidia and Amazon in the tech. sector. You have confidence in both Google and Navidia.
Would you think it prudent to switch Amazon for Google AND/ OR CSU.
What are your thoughts of holding Google, Navidia and CSU as my three primary tech. investments, or do you have other suggestions.
Thank you for your clear analysis of the markets.
brian

Q: Given Apple stocks recent upward momentum, and friendly chatter about Google in the US courts, where do you think Apple stock might get to for the end of the year?

Q: Hello 5i,

A follow up to Willie’s question about a potential USD devaluation on Sept 03.

We have 50% of our RRSP and TFSA in USD. Investments outside of the US and Canada are in CDN though those investments are minimal. In the past, the suggested path was to own US stocks with US funds over using CDN dollars to purchase US stocks or purchasing CDR’s. Moving forward, is it prudent to slightly reduce USD exposure by having a combination of CDR’s and US stocks for US investments (i.e. 10k in MSFT CDR’s + 10k of MSFT in USD)?

We had purchased USD about 8 years ago with a plan to vacation in the US upon retirement though we decided to vacation elsewhere now with CDN dollars. A currency cost would apply to sell 10% of USD though we do not have costs to buy or sell. This change would only be applied to the largest positions (NVDA, GOOG, META, MSFT, BRK.B, WMT.)

5i always seem to be ahead of the curve in their investment strategies and we are humble beneficiaries from your knowledge.

Thank you for your insight.
D&J

Q: I am considering selling my nvda and using funds to add to my google . Would you consider this to be a good move in light of the recent court ruling re Chrome.?

Cheers Doug

Q: What are your thoughts/comments about market concentration in the Mag 7 stocks?

Seems to be around 32% of the total market cap of the S&P500 are in just those 7 stocks, which is around levels last seen in the .com bubble. While these companies have real revenues and profits, valuations are high (relative to historical averages), and it certainly seems somewhat concerning. I would appreciate your thoughts. Thanks.

Q: I recently sold Nvidia in my tfsa. I sold a call option on it and it was pretty close to the strike price, I let it get called away, since I am overweight Nvidia. Now that it is down I am tempted to buy it again. I can’t let myself forget the overweight aspect, though. Do you have another suggestion that I could replace it with? I want something nearly as good that I can sell options on, thus no or a small dividend. Sector doesn’t matter. I am also full weight on Shopify and Google. I am also open to smaller stocks that could show growth and are relatively safe—celestica and Nebius?
Thanks

Q: Trump tariffs... impact on e commerce with non US countries. I see US analysts starting to reduce profit targets. I do hold the stock and I see 5i staff also hold the stock. What is your recommended course of action at this point... should I reduce my exposure? What would you do if you owned the stock? I do own GOOG and MSFT considering reducing my AMZN position and allocating it to MFST. Your thoughts would be appreciated. Thank you.

Q: Hi there!

What would be, in your opinion, your top 5 high-conviction growth stocks in the Canadian market — and in the U.S. market — for the next 10 years, ranked in order?

Thank you very much in advance!

Best regards,
Jacques IDS

Q: Based on your last comments on SNOW, you said "...expensive and volatile, and expectations are very high. Thus, they perhaps need 'perfect' numbers to see substantial gains."

SNOW nWhat is your take on the earnings I'm assuming you're fine with it from what I'm reading all over the internet.

Can you explain more about the data modernization theme in software and the long term growth (Compound Annual Growth Rate) for Snowflake and has the hype from it's IPO days remained the same, ramp upped or been less muted ..... is this a future 10 bagger, will it be as successful as a Nvidia or Microsoft?

Who are its competitors? and should SNOW be worried about them longer term?

What has to keep working for this stock for it to keep growing in the next decade and what might stop it from rising?

oh and ps....what is the insider ownership looking like and is that a metric I should be looking at for this particular stock?

Thanks again, please take as many credits off as needed to answer.

Q: For a 5-10 year hold within a TFSA could you please provide your top 10 Canadian stocks or CDR’s ranked by total return/compounding potential? For a non-registered account with a 3-5 year timeframe could you also do a top 10 list including both Canadian or US equities (no CDR’s), again ranked by total return/compounding potential? Thanks.

Q: Hi, could you please report and comment on CRWD earnings, forcasts and post market reaction ? thank you.