Investment Q&A

Q: What is your opinion on ON Semiconductor. What is its forward multiple and growth prospects in this market. Are there other stocks in the sector that you prefer. Thanks for the info.

Q: Everyone. AI is at the beginning of a great breakout in many industries. AI is in exponentially growth period and the early adopters will benefit but the biggest beneficiaries are yet to be identified. I didn’t understand the benefits of MSFT or APPL in their pre-real growth stages. Will AI change the stock market in a profound way the humans will not be involved ie the human stock pickers. What tech areas should I look for be looking for or are they in my view already? Should we believe in the large cap tech stocks will continue to lead, or buy, the AI technology revolution? Clayton

Q: I am heavy into Tech with most weight in NVDA @ Avg. of $222. All good stocks/COs...Should I be worried? About which ones?
Many Thanks!

Q: Hi team,

Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?

Have a good day,

Jacques IDS

Q: Hi group please indicate in what order and at what entry price would you add to the above stocks. Only comment on the top 10 out of above list (i have a 100k to spend would you go all in now or wait until markets settle Thanks for your help with this decision

Q: I have done very well with AVGO as a long-term hold in my RRIF but the recent speculation about GOOGL's intention to phase out AVGO chips and replace them with its own design has made me nervous. AAPL has been doing this too, so it makes me wonder if it is time to sell at least a part of my holding. What other semiconductor maker would be less prone to "taking in-house" risks? CSCO maybe? It is clear that both AVGO and CSCO have been and are making big acquisitions in the software space to diversify away from semiconductor risk: this makes me wonder if I should just stay the course and trust AVGO management? As always, I value your opinion.

Q: On BNN Kim Bolton chose it as a top pick saying it is coming out with chips which will compete with NVDA, and will use less power. Do you have any information regarding this? What do you think of INTC

Q: Hi team, RBOT

I have been holding this robotics and AI etf for several years and noted that it somehow managed to completely bypass the rallies in both. Any comments here and guidance of future steps?
Thanks.

Q: I am looking for growth stocks in the cpu/GPU/AI realm.

Is it too late to get into SMCI at $250?

In what order would you buy NVDA, SMCI, AMD and ASML? Please include other names which you think are worth considering in this space.

Thanks

Q: ARM Holdings Any thoughts on this IPO? Is it too risky to start a position.
Thank you
Gordo

Q: If you could buy only 5 stocks in Canada and 5 stocks in the US could I please have your ideas? No regard to sector diversification etc. simply looking for 5 best ideas in each country

Thaks

Q: Do you see any pound the table buys out there? I am holding bn, ge and cpng as they appear to have a nice risk - reward ratio. What I am looking for are stocks that have potential and present attractive entry points. I was considering Nxst for example.

Thanks as always.

Jason

Q: Top 5 us stocks you would but? Thanks rose

Q: Hi,

Can I get your 5 best ideas - US or Cdn, regardless of sector - businesses that are founder-led, little or no debt, history of high ROIC?

Thank you,

Q: If you had to choose between CRM and NVDA, which one would it be?

Q: Hello 5i Team,

I'm creating TFSAs for my two children, and I would like to purchase a basket of 15-20 Canadian stocks and CIBC CDRs, since their accounts are commission-free.

Could you please recommend some names for me to consider with a focus on growth while maintaining some sector diversity.

Would you recommend adding a global ETF for geographical diversity? If so, what?

Feel free to subtract as many credits as you see fit.

Thanks, as always, for your helpful advice.

Q: In the last quarter NVDA increased revenue >100% YoY yet cost of revenue was only up 7%. Very impressive but something doesn’t add up here.

Did they give an explanation for this and/or do you have any thoughts on how they managed this?

Q: hi,
I own these 5 equities in my USD account, plus a reasonable amount of cash that could be deployed. im fairly comfortable with all of them, are you? if I was to shift to an all growth strategy within this account, what would you suggest selling ( if any ), and what would you suggest buying, either new names or current holdings ( with a reasonable target purchase price, if able )? I would be looking for growth companies with positive earnings/earnings growth ( ie nothing highly speculative right now ). cheers and enjoy the long weekend. chris

Q: Hi 5i,
Perhaps this question should be under Miscellaneous, but here goes:
I have my accounts at CIBC Investor's Edge, but they are all strictly CDN accounts - RRSP, TFSA and unregistered. I've now learned that I can buy CDR's in a number of US companies through those accounts, and I'm thinking about getting my feet wet 'down south'..
As an example, NVDA is available and as of Friday was trading at CDN $46.24. On May 31 the NVDA CDR was trading at CDN $36.30. Thus, the CDR has appreciated 27.4% over that period, whereas the US NVDA went from $378.34 on May 31 to $485.09 on Friday, a gain of 28.2%. So very little difference in the return it seems.
If I were to acquire some US names through the CIBC CDR's, they would all be in registered accounts.
Is there a downside or risk to doing this that I should be aware of (other than the normal investment risks) and are there tax ramifications arising out of either capital appreciation or dividend payments if they are in either an RSP or a TFSA?
Thanks - any information you can provide will be appreciated.
Peter

Q: Why is there such a valuation discrepancy between these two? SMCI requires NVDA chips to assemble their AI servers. NVDA growth seems to be being mirrored to a certain extent by SMCI, but the valuation gulf is huge. Aren't the two joined at the hip?