Investment Q&A

Q: Searched but didn't see earnings comments. Your assessment please.

Q: Can you provide a list of US companies YOU hold? Please list them in order of weighting size ? 1) being the largest

Are you looking to add/sell any? Which US stocks are currently on your watch list?

Thank you

Q: Reports on May 5 after close. Do U think it will beat estimates of eps 13 and Rev $862m.Imvariably beat estimates.A current darling that is a outformer ytd.Reportedly signed lots of contracts,both Commrtcial & Governmental eg Nato,Ice.Also partnership with Samsung.Goog, Msft,& SpaceX & Anduril to bid for "Golden Dome" etc. What is the ratio of Inst & retail ownership?Lately very voliate after reports(think more to the upside).Do U think I should trim/ sell after massive gain(p/p $22),hold or add tomorrow.Txs for u usual great views & services.

Q: Hello Team,

Are you able to rank the above companies in order on which one you would purchase today, looking for great possible return over the next 2-3 year. Plus 2 of your other favourite US stocks.

Thanks

Q: Hi, I would like to access Questions for PLTR from 2013. What steps do I take to access these questions? Thank you.

Q: On these 7 themes please pick your favourite one or two stocks for each theme based on your view of the best potential performance over a 3 year hold with "appropriate" thought given to concern for downside potential based on corporate debt, management, current valuation or any other concerns that would prevent you from choosing a given equity. For most themes suggested equities are provided however please feel free to ignore those if not your favourite one or two. 1. AI COMPUTE (META ASML) 2. AI SOFTWARE (AVGO IBM) 3. POWER AND UTILITIES (NEXTERRA DUKE AEP) 4. BUILDING PRODUCTS (INHD AEHL WSO CRH) 5. LIFE SCIENCES 6. HEALTHCARE SERVICES (MERCK TMO AMGN SYK) 7. ELECTRIFICATION AND INDUSTRIAL (GEV EOSE GWH MVST). BIG ASK I know but likely of broad member interest and I seldom ask questions. Thank you.

Q: I was just about to purchase SRAD and GENI. But now that HOOD and PLTR have pulled back so much would they have potentially more upside? Thanks

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: In the case of a recession confirmed during the next 12-18 month how do you anticipate the impact on the ai sector and specifically on these stocks?

Thank you very much in advance

Q: With the CDR what is the breakdown of share portion you own if buying this? Example 1CDR = .05 of an actual share of Palantir. In light of the current market and potential future of Ai what is your feeling on PLTR besides having an extreme valuation.

Thanks

Q: How would you rank the following for a growth oriented long-term hold: NBIS, PLTR, FOUR, SYM, CLBT, GSHD, UFPT, SNOW, CTLP, MSTR, FRSH, APP

Q: Hello,
I'm looking for some tax-loss proxy ideas for the following names:

CAN: DEFI, DCBO, HPS.A, KSI, VHI
US: CLBT, NBIS, PLTR, SYM, FOUR

Thank you!

Q: Josh Brown says Palantir is now trapped in a ‘no-man’s land’ after stock momentum breaks.

Time to sell it?

Thank you?

Q: Relate to my earlier question on BCE, to fund a single lot buy of GOOG after selling BCE, to fund the gap I need to trim or sell one or some of my existing USD holdings: BN, BAM, BEP, BIPC, BIP, SHOP, VGT, PLTR, ICLN, PRMB. I like them all. What order would YOU consider in selling/trimming? Most have some tax implications due to lengthy holding periods.

Q: looking to move on from the name. looking to use to fund to buy Tempus Ai, Zedcor or NBIS?

with the hardware AI theme loosing steam and AI software picking up what other names in the US look attractive?

Q: Good morning,

I have read a fair bit on PLTR and would like your opinion on it's future prospects and what you think of the companies balance sheet/debt ect..

Could PLTR be like Tesla or Netflix from the early 2000's? I remember looking at both of those companies and stocks and at the time using a value approach and just couldn't buy them prices were 24$ and 16$ at the time, those were some missed opportunities. Could PLTR be that or is it a GAME STOP stock?

Thanks

Q: Hi. I totally missed the boat on Palantir. When the stock was in the high 20s, my beliefs and lots of what I read was confirming that the stock was over priced (at least that is what I thought), and I felt same as the stock rose to the 30s, 40s, .... and now over a hundred. And I still feel that the stock will need to correct at some time, as it has a trailing P/E in excess of 500 and possibly a P/E of at least 300+ looking forward. I made exactly the same mistake with many other companies such as Netflix, Facebook, .... I know that small, newer companies can exponentially increase their profits as they grow up but there is no guarantee that they will be successful (let alone be excessively successful).
So my question is three fold (please deduct necessary credits).
1. What did I do wrong here? I watched the stock go up and up and never pulled the trigger, thinking it was always too expensive. I sometimes feel it is more of a meme stock.
2. Would you buy Palantir at these prices / why?
3. Do you feel that there may be some other companies out there that may be in their early days (or well established) with lots of room to grow. If yes, your listing a few of your top convictions, along with a sentence (or two) explaining your rationale and intuition would be greatly appreciated.
Thank You.

Q: I have enough money to start a position , which one would you be inclined to hold for a 2-3 years hold.
thanks

Q: Dear 5i
Could you please rank the above listed stocks from best ie most likely to be worth a lot more after 3-4 years to the least best ie more likely to not do as well over the same 3-4 year time period . I'm also assuming that when i say best i mean companys that not only have great growth profiles but also have descent management and solid products and /or services that will likely remain in high demand for years to come .
Thanks once again
Bill C

Q: Good morning 5i,

I'm expecting some turbulence coming for sure. I doubt all is priced in with the tariff battle. Of course nobody knows. But opportunity may be knocking.

I refreshed myself on Peter's cover call write up from years past. I'd love a new take on selling covered calls to enhance your income and some strategies relating to it. ie, OTM, time frame etc.

And some top stocks in your view for writing on. Excluding NVDA, already sell OTC cc on my position.

Thank you very much.