Investment Q&A

Q: HEy 5i, I’m tired of looking at Comcast in my portfolio (down 37%) and looking to swap it out with Blackstone which I believe has a better future. I believe this is an upgrade even though it’s in a different sector. What do you folks think.

Q: Is Palantir a good trading proxy for this "Trump Excursion" as it does have a lot of contracts with the US defence dept?

It is trading at the lower end of its range.

Thnx
Dave

Q: its been in a nice uptrend. thoughts on whats driving it?

Q: The last comment I see on MTL has it as a hold. Have increased fuel costs change your opinion?

Q: Would you add today to 1/2 positions in MDA and PNG for a 1-3 hold?

Q: I am up over 800% NVDA which is starting to make up a substantial part of my portfolio. I am 5 years from retirement. would you let it ride? How much more is left in the tank here for NVDA?

OR would you sell off a portion of profits here and if so which solid dividend paying US stocks (hold and forget) would you purchase with the proceeds (maybe name 2 or 3).

Thank you !

Q: No one knows how the war will play out and whenever there is a sign it could end the market rallies. Assuming Iran plays tough by economic warfare on US, not giving in, not negotiating, not opening up strait, markets will continue to sell off, oil rise, inflation rise, growth slow. My question is how much pain could the market endure in this scenario and would there eventually be a bottom with a new normal of an ongoing war like Russia/Ukraine? I know it is not a good scenario but want to be prepared for all. Are you staying fully invested or using stop losses?

Q: I own both COW:CA and NTR:CA.Do you feel that it is unncessary to own both and if so which one would you prefer?

Q: hi,
I have parked cash in these funds ( money market fund?), which I am told will not suspend redemptions anytime, so one is able to freely withdraw if wanted. do you have a list of others with same properties ( as many as you know )? take as many points as you want. looking for mostly CDN$ but 1-2 USD$ as well.
cheers, Chris

Q: Why is this headed to the moon right now? Is high retail ownership a factor?

Q: Please polish the 5i crystal ball and suggest a reasonable entry point for NBIS. Thanks!

Q: Thoughts on latest results ?
Many thanks
Greg

Q: I am wondering about your thoughts on AMD. It’s P/E ratio is 83, and there is a big gap on the chart last October in the $160-200 range. I have held it for a long time and I’m happy with the overall gain, but I am surprised at the volatility. I have a half position in it, which was originally a quarter position. So I can’t say as I’m unhappy with it, but I have never had the conviction to go to a full position. Based on a long term objective, can I have your thoughts on whether I should move on, hold, or go to a full position?

Q: Not a question but a comment:

• Jevons Paradox: Historically, making a resource more efficient actually increases total demand. If AI inference becomes 8x cheaper and faster, companies will deploy it in 10x more places, ultimately requiring more total memory. 
• Inference vs. Training: TurboQuant primarily affects the inference phase (running the model). It doesn't reduce the massive amount of memory needed for the training phase, where Micron's HBM3E/HBM4 is most critical.

Most analysts (including those at Morgan Stanley and Wells Fargo) view this as a healthy evolution. It solves a bottleneck that was making AI too expensive to scale. By making AI cheaper to run, Google is actually ensuring the "AI Supercycle" lasts longer, even if it removes some of the "scarcity premium" from memory prices

Q: How do you interpret MU's buy back of senior notes. Comparing with shares buy back, is it more like management's confidence in futur earning or boosting value of shareholders. Does the negative market reaction means that traders are looking elsewhere for quick gains in a volatile market?

Q: CNBC The drone market is about to go parabolic because of AI and war. How to play it.

Which 2 should I buy?

Thank you.

Q: Dear Peter et al:

Wow...the more you seem to say positive things about these favourite stocks, harder they seem to fall! MSFT is about 10$ from your suggested price. MU which is already inexpensive according to you, is getting even more inexpensive! I am not sure if it is all due to sentiment. For example I read a reasonably good review about UAE AND Saudi Arabia selling their stake in many of the MAG 7 and their commitment to Data centres may be wavering. At least that is one of the theories being floated by the MAG Bears!

If these BIG boys are selling, then there is a long way to reach the bottom, no?

I am still on a "Holding" mode!

Always appreciate your measured answers.

Q: Hello Team,
Could you give me an analysis of these two stocks. Are either or both buys in your opinion?
Thank You,
Barry

Q: ELF Beauty has continued to drop. Would you average down or simply exit the position?

Q: I have heard that Cormark has lowered their target from C $51 to C $ 46 because even though MDA doesn't deal with Artemis Gateway, they were supposed to build Canadarm-3 for the Artemis Gateway a contract worth $1B and I guess, that is out the door.

Is this true and the reason for another drop today?