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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: Hello 5i
How would you rank the following "memory" companies for growth over the next 3'ish years? Which would be your two favorites?
Thank you
Dave
Read Answer Asked by Dave on January 27, 2026
Q: Hello. What is your outlook for the storage sector and which do you believe to be the better investment over the next few years? Thank you.
Read Answer Asked by Edward on October 24, 2025
Q: NVDA has been kind of left in the dust this year, up "only" 39%. LRCX, though, is up 90%, WDC is up 185% and SEA is up 190%. All good for me since I own all four but I'm wondering why the market seems to have turned away from NVDA. Especially in the last month, SEA and WDC are up 48% and 58% respectively, in the last thirty days.
Read Answer Asked by John on October 02, 2025
Q: I'm thinking that we are still in early innings of the AI / Data Centre / Power Consumption game. Assuming that to be true, I'm trying to figure out the best strategy to capitalize on this opportunity. So, what are the top 3 to 5 sectors & their companies you would curate in a portfolio to "win" this series over the long term and why? I would appreciate your valuable insight once again. Thank you.
Read Answer Asked by Paul on July 11, 2025
Q: Sorry for the long list, but that's my IT holdings and I need help to get to a more disciplined IT portfolio. About equal weight, except for SHOP which was owned and is currently on watchlist. Question 1- please advise a limited high conviction IT - does 5 sound about right? It would really help me if you could explain why these are chosen as I want to understand my investments. Question 2 - which ones to sell outright so that can redeploy funds? Any to hold for potential high growth potential?
Read Answer Asked by sam on March 25, 2025
Q: Peter, would appreciate your current thoughts on these names. Big thanks to you and your team for another year of great service, Safe Holidays and Merry Christmas to you all. Paul
Read Answer Asked by Paul on January 03, 2022
Q: Please give your updated (and substantive) opinion on Seagate. Your previous commentaries, although recent, were written before the gap down in STX price today. What are the company’s prospects? Is it strong enough to compete against Western Digital and others? Is STX at today’s lower price a good buy? Is dividend safe? Does STX have the wherewithal to make acquisitionists in a flash memory maker. I am looking more for your insight—your instincts based on facts. Thanks
Read Answer Asked by Adam on April 27, 2017
Q: Hi !
I am looking for a US stock with a good dividend and good growth potential in the industrial or tech sectors. CLCT and STX look interesting in this regard. Your opinion ? Any other suggestion ?

Thousand thanks,

Jacques
Read Answer Asked by Jacques on March 22, 2017
Q: STX.us just fell off a cliff. The yield is even higher now (but only because its price was trashed). Is this hard drive maker able to re-position itself or is it now a Dodo? Is dividend safe? Would it be an attractive target (for Western Digital-WD for example ?)

Is a shareholder better to sell STX and switch into WD? I prefer not to give up on companies too easily, but if you feel I should, I’d appreciate your thoughts.
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Incidentally the software changes as described sound great.The ability to 'star' (mark) something for personal follow up will save much time. Also welcome is the new ability to search more than one symbol at a time. Best wishes, Adam
Read Answer Asked by Adam on April 14, 2016
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