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5i Recent Questions
Q: At current valuations, does Meta have more upside potential than Microsoft?
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Take-Two Interactive Software Inc. (TTWO)
- T-Mobile US Inc. (TMUS)
Q: Good morning, In the communications sector my only current holding is GOOG, which is a half position. I previously held BCE and T but sold them in recent months. Would you be comfortable topping up GOOG to a full (5%) position for growth over the next 3-5 years? Are there other companies in the communications sector you would recommend, US or Canada? Thanks!
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Arm Holdings plc (ARM)
Q: - I sense something happening these days with the whole space in tech, with AI, Information, etc on how its controlled, used, etc...
- Companies like Google and Microsoft have been targeted with lawsuits from many countries, based on Size , Monopoly and Other concerns...
- Companies like NVDA, ARM,AAPL and META are also included in my question...
- The Trump Factor is also a concern...
1. How do you see this playing out for these tech companies playing out ? Short/Long Term
2. Which are the best in class to weather the storm ?
3. Who is the Most Vulnerable To successful lawsuits against or breakup?
4. Best Pick/Picks To Buy and Hold Going Forward??
Thanks,
M
- Companies like Google and Microsoft have been targeted with lawsuits from many countries, based on Size , Monopoly and Other concerns...
- Companies like NVDA, ARM,AAPL and META are also included in my question...
- The Trump Factor is also a concern...
1. How do you see this playing out for these tech companies playing out ? Short/Long Term
2. Which are the best in class to weather the storm ?
3. Who is the Most Vulnerable To successful lawsuits against or breakup?
4. Best Pick/Picks To Buy and Hold Going Forward??
Thanks,
M
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