Investment Q&A

Q: Hi 5i!
Piggy backing off one of my last questions on building a solid portfolio from scratch through diversification et al(THANK YOU!). Knowing you can’t get personal; looking for some mid to long term hold recommendations (either US or CA) in the following sectors with growth upside in mind as I have significant cash (250K+) sitting in my RRSP doing nothing. I am currently quite top heavy in Tech – and own the above in registered and non-registered accounts.

If you have several recos for a sector, can you please rank in order of preference. Additionally, if there is a sector that can be put to the side with the idea of prioritizing others, I would be keen to know. Also open to add ETF's to represent a sector. As always, thanks a million. I love your service.

• Consumer Staples
• Healthcare
• Industrials
• Communications
• Energy
• Real Estate
• Utilities
• Materials

Q: Vertiv Holdings Co dropped over 9% today. What do you think may have contributed to the drop? Do you this stock is still a good buy at these prices?

Thanks

Q: In many of your answers regarding the AI phenomenon, SMCI used to pop up along with VRT. VRT has hung in there very nicely, but SMCI is struggling near a 60% haircut from its peak. From your last comment on May23, you advise to keep both eyes on it, but I,m wondering if some compitition is affecting the company. Who are its closest competitors? How did the last quarter report compare to the previous 7 quarters, and would that explain the current negative momentum? What should the next report show that would give me comfort to hang in there?

Thanks, Lionel

Q: How much is Dell's quarterly report going to be a brake on the stock for the foreseeable future? Will it last until another quarterly report shows rising margins for servers?

Q: A bit of a rough day for VRT. Is this related to Dell earnings?

Q: I used to own NVDA at <$100/share and foolishly sold it around $300 USD before it started to climb vertically. I am now too chicken to buy back in. What would be some names to own in the AI and Semi conductor theme that are still reasonably priced? Or would you suggest sitting out of this theme for now?
I already own MSFT and GOOG.

Q: Hi
Thank you for your assistance with my portfolio style questions. I am looking at a company, Vertiv? What are their prospects, would this be a good stock to invest for the next 5 years and are there similar stocks that may be better purchases?

Thanks, Len

Q: AI is expected to increase data generation requiring "massive increases in bandwidth" [BAC] to transmit that data. Which companies are investable to provide the equipment to handle the data increase. What target buy prices would you advise. Please rank your top 3 ?

Q: My question is about the special/unique/dynamic etc CEOs Michael Dell and Ryan Cohen. What is your estimation of each in respect to both DELL and GME. Different trajectories and challenges but curious on your insights about their management and decisions in the last couple of years etc thanks.

Q: Dell was up 30% today. But I read the PE as only 16. Of course, that was likely before the raise. Would you buy into it now as a relatively solid, stable, but growing tech company?

Q: Is now a decent time to purchase VRT or should I wait for a potential pullback/consolidation? Are there other similar companies to VRT?
Thanks

Q: Hi - do you have any comments on DELL's prospects from the perspective of making an investment.

Q: Hi Research Team

I"m interested in Tech companies with good to great Free Cash Flow going forward?
Does your team have a list of 10 U.S. Tech companies and 5 Canadian Tech companies that would fall into this criteria?
Thanks
Cal

Q: We have held DELL since 2016, now just under 1% of portfolio. They plan to spin off VMWare and sell BOOMI by the end of this year. Is this a good time to add or just hold?

Q: Hello, what do you think of Dell Technologies as a long term investment in the computer business? I am a bit confused here, I thought it was a private company but it now trades on the NYSE. Is it the same computer company as before or something different? Thanks, Gervais