Investment Q&A

Q: for the bext 2-4 years, which do you prefer as investment ?

Q: For a young growth investor, would any of these positions scare you from holding long term? Please rank your order of preference if starting a position today.
Thanks

Q: Please list in order your preferred choices long term? Please consider its current valuation and future growth potential. A management rating please out of 10.

Is it best to wait for a market pull back? Thank you for everything

Q: If these stocks are all buyable today, in what order would you but them today based on price and conviction. Thank you for the service you provide.

Q: Your analysis of Palantir please. Seems expensive but would you buy here if not already owned? At what price is it attractive? Thanks in advance.

Q: I am anxiously waiting a correction to buy these two companies before the year end, given their recent spectacular rise. Is it a realistic approach ? or would you consider a good move to take action now as soon as possible?

Thank you very much

Q: We’re retired with comfortable pensions and a 10 year+ investing horizon. To date we’ve invested in Canadian growth companies inside our TFSAs (we’ve tried to access the US market through companies such as WSP and PRL). We’ve recently opened a $USD trading account and want to start investing in relatively stable US companies with some growth potential. ISRG is one we’re considering. Could you please provide a list of 6-8 companies you’d be looking into if it was your money. Thanks so much for all you do.

Q: Both the Ceo and Cathie Wood's Ark have recently sold shares just prior to Q results on Nov 4 though each still hold lots of shares. Please inform the no. of shares each are holding after sale.Reportedly it has recently signed many contracts,both commercial and governmental,and Dan Ives has a $45 TP and called it the Messi of Ai YTD,it has increased some 154% and many analysts consider it very expensive.It is volatile especially after Q results.I have some 100% profit.and thinking of taking profit especially before Q results.Please provide u opinion.Txs for u usual great services & views

Q: Please advise date of 4th quarter results scheduled:

Q: Hello 5i:
I want to add to my AI exposure with a 3 – 5 year horizon.
I already have sufficient TSLA and AAPL, and moderate positions in NVDA and MSFT, and a starting position in PLTR.
What would be your choice(s) for adding to any of these, and/or starting new positions such as AVGO, DELL , TSM, or others? I have avoided GOOG due to possible breakup legislation.
Many thanks for your ongoing great service.

Q: Bought in the $60's in 2020.A great underperformer,Recently Ceo left,and in my humble opinion,the whole Board should be gone too,. What do U think of taking my losses.?Please provide best replacements,thinking of Nvda,Pltr,Amzn,Goog. Txs for U usual great services & views.

Q: Peter; Where do you think the huge volume on PLTR is coming from today?thanks.
Rod

Q: PLTR or INTU at today's levels? Which would you choose?

Q: Hi,

With the stellar performance of NVDA over the last two years, what inning do you think they are in for future gains and what's the risk/reward setup? I'm up over 500% and NVDA is one of my top positions. I hear the AI revolution is just get started and its only 7pm and this party ends at 3am. As the AI revolution continues here, who are the top 4-5 companies that are next to benefit where they are trading at a fair valuation currently? Would it now be the software companies and enterprises? I can either continue to hold NVDA or thinking of occasionally trimming to buy some smaller companies that have more torque, such as PLTR (expensive) or CLS. Any other suggestions? Thank you!

Currently holding SHOP, CSU, CRWD, TOI, NVDA, LMN, INTU, VRT, SMCI, CLBT in tech.

Q: Hello,

Given the anticipated AI growth could you provide some names of companies with the largest short to long term growth potential in the following categories:

1. Chip Design
2. Data Processing
3. Business Application Design
4. Data Centers
5. Power Supply (for the Data Centers)

Thank you!

Q: I am currently doing my quarterly rebalancing of my portfolio. I need to up my US equity holdings. My current US holdings are AAPL, BRK.B,XOM, JPM, MSFT, MCD, V. What are your favorite long term US holdings right now ?

Q: Can you please rank in order which of the stocks from best to worst you would Recommend today, and are there any that you would Not Recommend at this time (no ranking required)?


TMDX, PLTR, CECO, ASPN, AVAL, LAZR, BIDU, TSLA, VRT, ELMD, NXT, DRX.

Thank you
D&J

Q: What are the reasons that make PLTR stocks keep going up? Looks expensive from every metrics. Is the stock a sell now?

Thanks,

Q: Hi team,

Looking for stocks or ETFs actively using AI.

What do you think of CCCS-Q, INBS-Q, REAI-Q, ILAG-Q ? Would you be a buyer now ?

Any better options for a growth portfolio in a TFSA ?

Have a good day,

Jacques IDS

Q: Morning Team,

I currently own DDOG and thinking of swapping it for PLTR. Would like to get your thoughts on this and if you would agree to such a move?

Cheers,
H