skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i, here goes another question on Nvidia. Did you glean anything out of their comments on DeepSeek's innovation? Many of the mag 7 are reporting in the next 8 business days, which would be the most important regarding the data centre craze? Lastly, your favorite predictive question - buy, hold or reduce?

Thx again for your service.
Read Answer Asked by Christopher on January 28, 2025
Q: I have the above tech stocks sitting at just over 30% weighting in portfolio. Could you please rank them as to which you might sell first. I sadly sold Crowdstrike last summer when they had their issues and I am thinking I need a cybersecurity stock. Would you buy Crowdstrike or Palo Alto or half of both. Also, What do you think about Saleforce? With the thought of cheaper AI, is that one that would possibly benefit and how where would it rank within my aboce tech stocks? Thanks for all your help. With all your advice, last year was awesome and still up this year following yesterday’s falloff.
Read Answer Asked by Neil on January 28, 2025
Q: Amazon's decision to close operations in Quebec and lay off workers disappoints me. I wish to sell it and find some alternatives. I already own Costco. Coincidentally Astrazeneca announced Canadian expansion plans. What do you think of their stock?
Read Answer Asked by Alex on January 28, 2025
Q: I want to take a small position in Celestica:CA. Can you estimate what would be a good, great, and fantastic price. Especially in light of DeepSeek news. I know you like the company, but I've seen some reservations in answers to some questions in the past. Do you now have any hesitation, reservations? (One of the things I note is that they were around during the Dot Com days, and have survived.
Read Answer Asked by Gordon on January 28, 2025
Q: Although I'm generally a fairly conservative retired investor, I do have a small portion allotted to small caps. I'd like to pick up some LMN. However I wondered about the potential negative impact on share price in a challenging economic environment.

Not sure if this is a good reference / comparison, but I noticed CSU had four significant drawdowns of between 24-29% between the GFC and COVID time periods. I actually thought it would have been worse than that. Considering LMN is already down 15%, and assuming possible similar stock price action, I'm getting a bit more comfortable pulling the trigger even now.

I don't want to make this a predictive question, but do you think this stock price action is a reasonable comparison? Perhaps this is oversimplifying? Do we know if the valuation of LMN today lines up with the valuation of CSU back in 2008 prior to its drop?
Read Answer Asked by James on January 28, 2025
Q: Your answer earlier today suggested CLS was not reliant on AI sales and was lower valued than AI plays and should bounce back faster from this panic selling. Can you suggest a reason why it has plunged so far (-26% today) and performed so much worse compared to almost all the AI stocks?
Read Answer Asked by John on January 28, 2025
Q: Rigetti is clearly a very volatile company with lots of possibility for growth given the nature of its business, and it's current stage in its lifecycle. In your opinion, what differentiates Rigetti from other quantum computing businesses; and if you were to invest in this space is Rigetti your top option or are there other possibly more mature firms that should be considered.
Read Answer Asked by Michael on January 27, 2025
Q: I own small (2-3%) positions in Snowflake, MongoDB, and Datadog. Would you currently hold these stocks or sell them? If sold, what are some possible replacements in the tech sector?

If I were only to sell one, which holding would you let go of first and why?

Thanks.
Read Answer Asked by Nicola on January 27, 2025
Q: With DeepSeek Chinese open source models being competitive with American models using less compute power, I can see other American tech giants and small players try to replicate the same very soon.

How bad is this new development for companies like NVDA and AMD? Should we cash in some of our profits now and wait for further development?

Will companies like Microsoft, Google, Meta, Amazon... suddenly feel like they have wasted their billions? Will this drive a negative sentiment for their own stock prices in the short term ?

What does 5i recommend if we have large gains in the bive mentioned stocks?
Read Answer Asked by V on January 26, 2025