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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: Good Morning
Setting aside the results, clearly they were good, but just focusing on market expectations and future returns, would you initiate a position in NVIDIA today? What other themes for AI would you look at going forward?
Thank you
Read Answer Asked by Marty on August 30, 2024
Q: Both SMCI and VRT have dropped significantly over the past 3 months. Do you see that one has stronger turn around potential than the other, and and if you were buying, which would you buy, or would you split the position between both. Thanks!
Read Answer Asked by Kim on August 22, 2024
Q: Hello Team,

Looking to purchase a couple stocks in my US dollar trading account, are you able to rank the above stocks from 1 to 12. Don't worry about size, industry or risk, will be holding for 3 years. Thanks so much!
Read Answer Asked by Kevin on August 21, 2024
Q: I’ve heard that data centre spending between now and 2030 will fall into three buckets: CPUs, Ai accelerators, and infrastructure, where CPUs are the slowest growing segment. Do you agree with that framework, and if so, could you briefly explain the difference between these three areas and recommend the best companies in each? Thank you.
Read Answer Asked by Brian on August 20, 2024
Q: Hi 5i!

I’m a little overweight in the AI sector and want to diversify. Respecting that growth and stability are not often in tandem, would you endorse a selling VRT and buying TMDX, ASPN or CLBT?
Do you see either of these three companies as having a better growth (and some stability) outlook over the next 2-3 years than VRT?

If you could only pick one which company do you have the most conviction in today?

Thanks so much for all you do!
Read Answer Asked by Josh on August 20, 2024
Q: I am overweight both of these names. I am hoping for a recovery pop at which time I will seek to sell down a bit and spread the money out. Can you please give me a few other names that you might suggest for growth at this time? I sold booking holdings at a loss so please exclude that name. I am too afraid to buy back smci due to its wild volatility. I was consider coherent, Motorola, and Monolithic Power but am open to other suggestions. Thank you.

Jason
Read Answer Asked by Jason on August 14, 2024
Q: I'm looking to raise some cash by selling a combination of stocks. In what order would you sell from this particular list?
Read Answer Asked by Alfred on August 13, 2024
Q: Hi 5i,

You commented that you would not add more to an existing position but would you be a new buyer or this company?
Is there still a compelling growth story here for a 3 year hold or do you think there are better companies in this sector to deploy cash that are forecasting better growth acceleration?
I huge thank you for all you do!
Read Answer Asked by Josh on August 12, 2024
Q: LULU,VRT,GLXY,MU,MSFT,ESAB,STARBUX
Which one to keep and which one is sell?
Read Answer Asked by Nizar on August 12, 2024
Q: Good Morning,


It seems like the market has recently decided that the AI investing theme has peaked, and somewhat earlier than expected. Would you agree, and is it perhaps time to consider selling some winners?

It’s unlikely that SMCI will return to its highs from earlier in the year, and it’s a very different company, but is the current market sentiment likely to continue pulling down other AI-related winners like Vertiv and even Nvidia?

Thanks for your thoughts on this.

Brad
Read Answer Asked by Bradley on August 08, 2024
Q: Looking for tax-loss proxy ideas for CAN: DCBO and US: NXT, SMCI, and PLTR. If there are simply better names to consider as replacements, those would be appreciated as well. Thank you!
Read Answer Asked by Andrew on August 07, 2024
Q: Morning,
I recently acquired some information about a new project development in Alberta. A European private equity company has purchased 5 out of 6 quarters of land along the corridor from Edmonton to Calgary(I know this part for a fact). They are going to invest 1 Billion on each quarter of land for Data Centers. Apparently Alberta has a great amount of Dark Fiber Optics available which is perfect for this.
Do you see any investment opportunities here? I assume these Data Centers will need a huge amount of power, so would power producers be an area of opportunity? Such as CPX . Let me know what you think and any ideas.

Read Answer Asked by Don on August 02, 2024
Q: What 5 Canadian and 5 US stocks are currently the best to buy and hold?
Thanks
Read Answer Asked by Ben on August 01, 2024
Q: It seems that small cap stocks are finding some legs. Could you provide 4 CND, 4 US and and some EFT ideas that might be able to take advantage of this trend
Read Answer Asked by Colleen on August 01, 2024
Q: As far as Ai is concerned, to what extent will the performance of the following stocks be dependent on the fortunes of NVDA? Please rate each of them with a number from 1-10, with 10 representing the highest correlation to NVDA.

VRT, MU, MSFT, META, MRVL, AVGO, QCOM, AMAT
Read Answer Asked by Brian on August 01, 2024
Q: A number of good names in US have significantly pulled back recently. Do you consider the names above buys at current prices? What order would you be buying these names, is there any of these names you would wait for better entry points? Please deduct credits appropriately.

Thanks
Tim
Read Answer Asked by Timothy on July 26, 2024
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