Investment Q&A

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: Your thoughts on these two please, thanks.

Q: Portfolio Cleanup Part 11:
I'm embarrassed to admit that I am down 50% or more (!) on the above.......
Are there any with good rebound potential that are worth holding on to? Can you provide a short reason why for each. Thanks

Q: Portfolio Cleanup Part 8:
I'm embarrassed to admit that I am down 50% or more (!) on the above.......
Are there any with good rebound potential that are worth holding on to? Can you provide a short reason why for each. Thanks

Q: Portfolio Cleanup Part 7:
I'm embarrassed to admit that I am down 50% or more (!) on the above.......
Are there any with good rebound potential that are worth holding on to? Can you provide a short reason why for each. Thanks

Q: Do you know why ATS is moving up when TSX is down. It has move up in last 4 days. Is it time to buy more and average down.


Thanks for the great service

Q: Please comment on today's news release for this company.
Thx.

Q: Hi 5i Team - The guest on BNN Market Call today, said that WELL has to grow into itself since it's trading at at 100 times 2025 (I assume earnings). At the same time he praised it for its strong organic growth with 98% returning revenue and 37% revenue growth. I'm a little confused by these numbers. Could you perhaps put them into a perspective that I can understand. Thanks.

Q: Any explanation for the big jump in RDFN? Is it compelling at current levels?

Q: What do you think of REAL prospects in a falling interest rate environment. Perhaps I'm looking at it with rose tinted glasses but recent results have been positive, earnings and revenue are expected to show solid growth in 2025, and price action has been trending up, what am I missing?

Q: Hello 5i,

We have a little cash to add to our equity bucket. We have a 1/3 positions in IWO, IJT, and IJH. Would you recommend we add to those positions or do you see more value in a new 1/4 position into XSMO or GSC prior to the rate hike?

Are small caps too risky for a TFSA?

Thank you
D&J

Q: What are your thoughts on EVRG as a play on the Ai theme? It has projects in the works that seem to bode well for future growth.

Q: Is there an ETF which tracks the CDN $? I would like to play an increase in the currency without having to buy a futures contract.

Q: Can I get your thoughts on this company please?

Thanks for all your great work.

Scott

Q: At this time, what percent of a portfolio would you consider most 'average investors' should aim for in technology? I am beginning a portfolio review exercise and am interested in getting your take on this. thanks, J

Q: what info do you have about this company.
thanks
ralph.

Q: Hello Peter,
The utilities sector is moving up (assuming due to lower rates), but BEP.UN does not seem to get back to its old high; it seems to be range bound. Any idea why this is the case?

Q: Wondering what SHOP:Ca is going to be doing. It seems to be going sideways the last few months. Was thinking about selling. Sure would appreciate your input about it.
Thank You , appreciate your good work.

Q: For a conservative investor and a long-term hold in a TFSA:
a) which has more room to run from current valuations in your opinion, ATD or BEP.
b) If you didn’t need the cash dividends right now, would you invest in BN over BEP.UN to maximise return and mitigate downside risk?
Thanks kindly!

Q: Hello,

We are retired investors and own all three names in the group, with CSU - 13.5%, LMN - 4% and TOI - 3.5% weights. SHOP is the only other Canadian Tech at 5.5%, in addition to US Large caps tech holdings at 7%. So Technology sector is >30% of our combined portfolios. There is enough income through dividends and pensions.

Despite trimming CSU by more than 50%, over past several years, its weight continues to grow. ( Great !! )

1. Do you consider > 30% Tech holdings reasonable as a sector allocation, TODAY, for an investor ( with moderate to high risk tolerance ). If not, in what order would you trim ?

2. Would you be comfortable with 20% of portfolio allocated to Constellation Software family, more specifically 13-15% to CSU and what would be your high watermark for its weight. ( We particularly like CSU for its steady Eddie profile and prospects of more spin offs)

Thank You