Investment Q&A

Q: Can you give me your thoughts on these two companies and would you favour one profile over the other at these levels? Thanks

Q: Good morning, I am looking for an alternative to big American tech. Hopefully in Europe or perhaps Asia. When large Canadian pension plans are moving away from US investments, I think this is worth exploring. Would appreciate your thoughts.

Q: Good evening,

I am wondering if you have any possible suggestions regarding companies that focus predominately in the application layer or operate full-stack models of AI.

The reason why I am asking this is because of an article entitled: "AI's revolution is just beginning" in Sunday's Globe and Mail. Sadly, there are a few parts that I don't fully comprehend which unfortunately prevents me from investigating more fully. A starting point would be great!

Take a peek to the article as it draws parallels to the dot com/internet crash of the 2000s.

Any ideas would be greatly appreciated so I may begin to investigate.

Conversely, state any points you think should be taken with a grain of salt!

Thanks!
Arturo

Q: Good afternoon all; Given recent market performance can I get your assessment of ASML. It is down on an annual basis and since November, while it has bounced around the price is relatively flat.

I would appreciate some background on why it has declined, it their near captive market expected to increase its rate of growth in the mid term, and if a potential buy, at what price would you get interested in it?

Thanks as always.

Dave

Q: I am heavily tech weighted and am considering selling my entire position in NVDA and some CRWD as I have large gains in both. I would use the proceeds to buy positions in FLUT and SYK. I would still have position in AMZN, ASML, CRWD, GOOG, META, MSFT and VRT.

Any other suggestions?

Thank you.

Q: Hi 5i Team, If you could only pick one of the 3 above large Tech companies, which would you choose for a 10 +year hold. Could you please provide your reason for your choice.
Thank you

Q: Thanks for the great service over the years. I would like to know your opinion on these two companies and what each of their possible futures look like as the Ai craze and other chip needs keep them in the headlines. If you had to own 1 for the next 5-10years which would you pick and why? I have in the past owned NVDA bought & sold successfully. I currently hold GOOG and AMD with AMD being a bit of a let down so far. Side note if you are interested in a good read or audio book the coming wave by mustafa suleyman has been very eye opening and is a factor in me relooking at these two companies.

Q: Would you consider KLA and/or ASML as "core" IT/AI holdings for 3-5 years, apart from current M 7 holdings. Among IT/AI opportunities available, how would you rank one or both, given current valuations, and taking into account vulnerabilities [China]. Or, would you suggest 3 others instead.
Thanks

Q: The 6 stocks are down from their peak
Which of these would you buy at today's price and in what order? Can you order them in terms of growth potential for a 5 year hold and also for risk. Thanks

Q: I've owned IQLT for a few years now. I've noticed that the VEA top holdings are quite similar to IQLT, but at a significantly reduced MER. Is it really worth paying that much more to continue to hold IQLT? Maybe you have better insight on the differences between the two than I do (?)

Q: Hi 5i,

Currently hold shares of INTC at a loss and have held the stock for a few years.

Purchased the stock on the thesis that Pat Gelsinger would potentially execute his his plan to build additional foundry's in North America as an alternate to TSMC. Tailwinds of "on shoring" government incentives and the growing "AI boom" market lead me to believe that this was feasible.

Given Pat Gelsinger is now retiring and INTC execution issues I no longer believe that will be the case. I have held on to the stock for now due to the low valuation and the potential that it would be broken up and sold off.

Would appreciate you thoughts on whether or not it makes sense to hold onto.

Would also appreciate your thoughts on potentially switching from INTC to ASML.

Thank you,

Greg C.

Q: I have some cash that I would like to put to work and I have small positions that I would like to reduce. My main objective is growth with a bias towards low beta equities at this time in my work life. I am about 4 years away from my planned retirement.

These are most of my held equities along with weightings. NVDA 13.3% CSU 6.4% BN 6.4% SAN 5.4% SHOP 4.8% CRWD 4.3% TOI 3.8% VRT 3.4% ENB 3.2% BIP-UN 2.6% BEP-UN 2.3%. The following are 1-2% positions 13.5% as group; COST TD ATZ BNS AMZN TTD PANW PRL BRK.B. The rest are< 1%/each approx 10% as group BCE ASML HPS-A TMDX ISRG TMO GSY ASPN DELL SNOW NXT.

I plan on continuing to hold most of these positions including the smaller positions (<2% positions). I would like to reduce the number of these smaller holdings.
Could you please rank these smaller positions with the keepers at one end of the spectrum to goers at the the opposite end of the spectrum.

Thanks for this.

Q: ASML seems to be on sale if one has faith in a long term view. Do you?

It is a cyclical stock but surely the demand will rise again.

Q: What are the unloved companies that have strong businesses - ones that are poor short-term but good long term? I'm planning on buying a few t5ax-loss candidates.
John

Q: Any idea as to why 15%, [ $11.15 ] sell off in the last 5 trading sessions? Down 10%

Any Co news? Concerns?

Q: Would you buy the dip? How compelling is it at this price compared to other large cap tech? Please rate it, 1 being total disdain of the stock, 10 being a strong endorsement.

Thank you!

Q: I'm down 21% after the drop on ASML today - does the news today mean a valuation change, and would you consider it a sell? Thanks.

Q: For a growth investor with a 20+ year time frame, please rank these as potential buys at today’s prices. Thank you.

Q: As a senior, I found the AI revolution quite confusing with so many companies involved. I wanted to understand their roles better before investing more. The explanations I found on Google were too technical and didn’t give me a clear picture. Then I discovered Bing and Meta AI, which were very helpful. I asked them to explain each company’s work using everyday analogies. Meta AI used the construction of a vehicle to illustrate each company’s role, and I found it much easier to understand. It was so interesting that I wanted to share it. Thanks!

Here's an analogy using the construction of a vehicle to explain the work of the above AI companies:

1. _NVDA (NVIDIA)_: Engine manufacturer (GPUs) - Provides the powerful engine (compute power) that drives the vehicle (AI system).

2. _AVGO (Broadcom)_: Electrical system supplier - Ensures seamless connectivity and communication between various vehicle components (devices and systems).

3. _SMCI (Super Micro)_: Chassis manufacturer - Builds the strong foundation (servers) that supports the vehicle's (AI system's) components.

4. _ARM (Arm Holdings)_: Vehicle architect - Designs the efficient and powerful blueprint (chip architectures) for the vehicle's engine and other components.

5. _PLTR (Palantir)_: Data analyst - Helps the vehicle's (organization's) mechanics understand and optimize performance by analyzing complex data.

6. _ASML (ASML Holding)_: Precision toolmaker - Creates ultra-accurate machinery (lithography machines) that crafts tiny, precise components (chips) for the vehicle.

7. _TSMC (Taiwan Semiconductor)_: Chip manufacturer - Builds the intricate silicon components (chips) that power various vehicle systems.

8. _VRT (Vertiv)_: Power and cooling specialist - Ensures the vehicle's (AI system's) engine and components receive reliable power and cooling, preventing overheating and damage.

In this analogy, each company plays a vital role in constructing and optimizing the vehicle (AI system), from designing and building components to ensuring efficient performance and maintenance

Q: I have TER in my portfolio for many yrs and doing very well. I would like to take 1/2 position in an other semi. Could you comment on the four company mentioned above